IT Documentation Checklist#
This checklist guides you step by step from planning to productive use of your IT documentation with i-doit. Work through the items in order — this way you won't miss anything important.
1. Organizational Preparation#
- Clarify requirements: What should be documented and what benefit should it provide?
- Define the documentation team: Who manages and maintains the IT documentation?
- Involve departments: Who should work with the documentation?
- Review existing documentation: Are there Excel lists, wiki pages, or other tools to be replaced?
- Identify third-party applications: Which systems should be connected (monitoring, ticketing, LDAP)?
- Set milestones: When should what be achieved?
2. Getting to Know i-doit#
- Request a trial license and evaluate i-doit
- Read the Basics in the Knowledge Base
- Procure i-doit: Purchase an object package and support contract
3. Setting Up i-doit#
- Prepare the server: Check system requirements
- Install i-doit
- Apply the license in the Admin Center
- Set up cronjobs (search, notifications, workflows)
- Set up and test backup and recovery
- Set up a test system (optional, recommended for larger environments)
4. Configuring i-doit#
- Create users and groups, optionally connect LDAP
- Change default passwords (admin, reader, editor, author)
- Activate relevant object types, deactivate unneeded ones
- Assign categories to object types
- If needed, create custom object types and categories
- Pre-configure object lists for the teams
- Set up the dashboard
- Integrate and test third-party applications (JDisc, Monitoring, Service Desk)
5. Populating Data#
- Import existing data: CSV import for Excel lists
- Set up automatic inventory: JDisc Discovery
- Complete manual follow-up tasks: Assign locations, maintain relationships
- Check data quality: Are all important objects captured?
6. Going into Production#
- Integrate IT documentation into daily work processes
- Train all users
- Configure permissions management: Who is allowed to view and edit what?
- Schedule regular reviews: Is the documentation up to date?
- Establish a process for new requirements
Have additions or need support? Contact us at help@i-doit.com or join the discussion in the Community Forum.