Configuration Guide Template (MS Word)

Download this MS Word Configuration Guide Template to document the configuration settings in your network, hardware, or software solution. You can easily modify this template, which includes sample text in each chapter to get you started.

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Benefits of this Configuration Guide Template

This Configuration Guide template will help you to:

  • Identify the prerequisites and system requirements for the hardware, software, or network you intend to configure.
  • Configure the necessary security settings
  • Document the configuration tasks that need to be performed as part of the system deployment.
  • Identify, define, and configure alarms and events that will be used to flag whether an activity needs attention.
  • Configure access points and controllers.
  • Enable, schedule, delete and schedule reports related to the over-arching deployment project.
  • Describe the steps required to perform specific configuration tasks, for example, when deploying to different operating systems.
  • Provide the settings for the Web.Config, Global.Config, Logging, SAML, and other configuration files.
  • Describe how to verify that the deployment has been a success.

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Configuration Guide Template (MS Word) Screenshots

The following screenshots provide details of how the templates are formatting, sample text included to help you write the documents, and guidance on how to structure your Configuration Guide.


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Table of Contents

The template contains the following chapters. Each chapter comes with sample text and guidelines to get you started. In also, includes specific styles for the headings, notes, bullet lists, code and other frequently used styles. Here are the main sections in the template.

  1. Introduction 6
  2. Getting Started 9
  3. Configuring the Security Settings 11
  4. Performing Configuration Tasks 12
  5. Configuring Alarms and Events 13
  6. Configuring Controllers and Access Points 15
  7. Generating Reports 16
  8. Deploying Component #1 18
  9. Configuring Config Files 20
  10. Configuration Items 21
  11. Web Configuration File Settings 22
  12. SAML Configuration 25
  13. Verifying Deployment 27

Introduction and Explanatory Text

In the template file, explanatory text is enclosed in square brackets [like this] and displayed in blue italics, i.e. the Instructions style. To return to Normal text, press Enter on your keyboard after the blue text and the next paragraph will change back to Normal text.

1.1.    Document Overview

Include any key points that will help place the document in context, for example, the key drivers behind this project and/or other reasons you are preparing this document. This helps readers who will come to the project at a later date to see the ‘bigger picture’ and understand your objectives.

Start the document by providing an overview. Outline the purpose, scope, goals, and also how it relates to other projects]

For example:

This document defines how to use the Configuration Guide for [name of company] projects.

[Describe what’s contained in this document and, if necessary, how the document is organized. Summarize the purpose and contents of this document and describe any security or privacy considerations associated with its use.]

1.2.    System Overview

Provide a brief description of the system to be configured.  In addition, include the following:

  • System owner
  • System name
  • System category
  • Major applications
  • Operational status
    • Operational
    • Under development
  • Environment and special conditions

1.3.    Scope

Provide a brief description of the scope of this Configuration Plan; identify other Project(s) it is associated with, and anything else that is affected or influenced by this document.

1.4.    Definitions, Acronyms and Abbreviations

Include the definitions of all terms, acronyms, and abbreviations required to properly interpret the Configuration Plan. You can reference this information in the project’s Glossary if necessary.

1.5.    Documentation

Outline all documents referenced in the Configuration Plan. Identify each document by title, number (if applicable), date, and owner. Specify the sources, such as Subject Matter Experts, from which the references can be obtained. You can provide a reference to an appendix or to another document, if necessary.

2.  Getting Started

Describes how to prepare [Product] for operation.

2.1.    Prerequisites

Before installing the [Product], ensure that you have completed the necessary tasks.

2.2.    System Requirements

Describe the system requirements. For example:

[Product] can be run on a workstation/server class system. It requires the following:

3.  Configuring the Security Settings

Describe how to configure the security aspect of the solution.

3.1.    [Solution] Security

Describe the security solution in detail.

4.  Performing Configuration Tasks

Describe how to perform certain configuration tasks.

This chapter describes how to use [Product] to perform system-level tasks.

4.1.    Performing Task #1

Describe how to perform certain tasks. For example:

Follow these steps to add a controller to the [Product] database.

4.2.    Performing Task #2

Describe how to perform the next task.

4.3.    Performing Task #3

Describe how to perform the next task.

5.  Configuring Alarms and Events

Describe alarms and events.

This chapter describes the type of events and alarms reported, how to view alarms and events by severity, and how to view signature attacks.

5.1.    Definitions

Define an alarm.

An alarm is a [Product] response to one or more related events. If an event high enough severity (critical, major, minor, or warning), the [Product] raises an alarm until the condition is no longer occurring.

5.2.    Alarm and Event Dictionary

Provide an alarm and event dictionary.

5.3.    Alarm Notification Format

Describe the format of each notification.

6.  Configuring Controllers and Access Points

Describe how to configure controllers and access points in the [Product] database.

This chapter describes how to configure controllers and access points in the [Product] database.

6.1.    Adding Controllers

Describe how to perform each task.

7.  Generating Reports

Describe how to run reports.

Create [Product] reports to monitor the system, and troubleshoot problems. You can generate a number of reports to run on an immediate, scheduled, or batch basis. Each report type has a number of user-defined criteria.

7.1.    Choosing a Report

Describe how to perform reporting tasks, for example:

7.1.1.     Enabling a Schedule

7.1.2.     Disabling a Schedule

7.1.3.     Deleting a Report

7.1.4.     Scheduling a Report

8.  Deploying Component #1

Describe how to deploy each component. Include the necessary steps to configure the component.

Installation instructions vary depending on your application server.

8.1.    Installing with Apache Tomcat

Describe how to install each component, for example:

8.1.1.     Procedure

Describe the steps required to perform this task.

8.2.    Configuring log4j logging

Describe the steps to configure the logging.

8.2.1.     Procedure

If running Tomcat X.x:

9.  Configuring Config Files

Describe how to configure the necessary configuration files. For example:

9.1.    Loader.config

Identify the directory and settings for this config file.

9.2.    Launcher.config

Identify the directory and settings for the Launcher.config file.

10. Configuration Items

Describe the configuration items.

The configuration items are located in the following paths:

Describe the settings.

11. Web Configuration File Settings

Describe the web configuration file settings.

The web configuration file contains the following:

  • configSections
  • connectionStrings
  • Log4net
  • appSettings
  • System Web
  • System Web Server

11.1.   configSections

11.2.   Log4net

Describe the web configuration file settings.

11.3.   System Web

Describe the web configuration file settings.

Specifies the system web settings.

12. SAML Configuration

Describe the SAML configuration file settings.

Specify SAML configuration information in the SAML.config file located in the root directory of the [Product] and Identity Provider applications.  The Identity Provider authenticates users and provides user information to [Product] and the Partner Service Provider.

12.1.   SAML Schema Settings

Identify the SAML ssettings:

12.2.   Sample SAML Schema File

Add a sample SAML schema file.

13. Verifying Deployment

In the final chapter, describe how you have verified that the deployment works. This helps both you and your client agree that the deployment has been a success, and that the configuration steps are correct.

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Template Specifications

File Format: The template is Microsoft Word  (.docx) format.

Page Count: 27 Pages.

Opening the Files: You don’t need any special software to unzip the files.

To unzip the files, right click on it, then select Extract, and save it to your computer.

Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them.

If this occurs, click FileSave As and save the files. There are no security settings on any of the files.

Images: All of the images in the templates are copyright free.

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The file works in MS Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac), and Google Docs.

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Ivan Walsh

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