====== First-Time Configuration ======

Once you’ve completed the prerequisite setup steps and deployed the Chipmunk appliance from the Azure Marketplace, it’s time to configure the system for first use.

This page guides you through the initial configuration process after deployment.

===== Step 1: Prepare Before Deployment =====

Make sure you have the following details ready before deploying the appliance:

  * ✅ Azure Subscription
  * ✅ Resource Group
  * ✅ Virtual Network (VNet) and subnet
  * ✅ Hostname you will assign to the appliance (e.g. ''chipmunk.yourcompany.local'')
  * ✅ Azure App Registration (Client ID, Secret, Tenant ID)
  * ✅ Azure Blob Storage SAS URL
  * ✅ TLS Certificate files (PEM format), or plan to generate a self-signed certificate
  * ✅ Entra ID Group name (e.g. ''chipmunkadmins'') — only members of this group will be able to access the dashboard

If you haven’t created the admin group yet, follow the guide here:  
→ [[software:chipmunk:installation:app_registration#step_7_create_admin_group|How to create the admin group]]

All of these values were configured or generated during the [[software:chipmunk:installation|previous setup steps]].

===== Step 2: Deploy from Azure Marketplace =====

1. Open the [[https://portal.azure.com|Azure Portal]]
2. Go to **Create a Resource**
3. Search for **Chipmunk - Automated User Archiving**
4. Click **Create**
5. Fill in:
   * **Subscription**, **Resource Group**
   * **Appliance Name** (e.g., ''chipmunk'')
   * **Region** and **VNet/Subnet**
6. Complete and deploy the resource

Deployment typically takes 3–5 minutes.

===== Step 3: Access the Setup Wizard =====

Once the appliance has finished deploying, open your browser and go to: //http://chipmunk.yourdomain:3000//

→ You’ll see the **Chipmunk Setup Wizard**

===== Step 4: Enter Configuration Details =====

The setup wizard will prompt you to enter:

  * **Tenant ID** (from Azure App Registration)
  * **Client ID** (Application ID)
  * **Client Secret**
  * **Blob SAS URL** (from Storage Setup)
  * **Azure AI Endpoint and Key** (optional, for document summarisation)
  * **TLS Certificate** (upload PEM files if not using self-signed)
  * **DNS hostname** for this appliance (e.g. ''chipmunk.yourdomain'')
  * **Admin Group Name** — the exact name of your Entra ID security group (e.g. ''chipmunkadmins'')

Only users who are members of this group will be able to log in to the Chipmunk dashboard.

===== Step 5: Finish Setup & Restart =====

1. Click **Submit**
2. Chipmunk will apply your configuration and restart the appliance
3. Wait **2 full minutes** for the system to restart and apply TLS settings

After restart, your browser will be redirected to: //https://chipmunk.yourdomain//

You may need to **accept a certificate warning** if you chose the self-signed certificate option.

===== Step 6: Log In and Verify =====

Once redirected, you’ll land on the Chipmunk dashboard login page.

You can now:
  * Monitor archives
  * View archived users
  * Restore data as needed

===== Troubleshooting =====

If you are not redirected after 2 minutes:
  * Manually try: ''https://chipmunk.yourdomain''
  * Check if the appliance is reachable via DNS
  * Ensure your firewall allows ports 443 and 3000 internally

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Need help? Visit [[software:chipmunk:support|Support]] or contact [[support@smikar.com]]

{{tag>chipmunk setup first_run configuration wizard tls deployment marketplace entra group}}