After Informant has been set up at your department, there are some additional steps that you or your IT should complete to finalize your deployment of Informant.


Install the Informant client software on other computers (optional)


After implementation, you will have a fully working Informant installation on your Informant server machine. If you want to give users access to Informant from other computers, the client software will need to be installed on those computers. Installing Informant on additional computers is handled by you or your IT provider after implementation:



Set up a backup process


Ensuring you have a working backup procedure for backing up your Informant database and related files (such as attachments) is essential to protect your data against unforeseen issues, such as power outages, hardware failures, or other events.


We highly recommend using a third-party cloud backup provider that supports SQL Server and configuring it to back up the "Informant20" database that will be installed on your Informant server.


You can also manually back up the database periodically by following the steps here: Backing up your Informant database


Use the Informant Help Center to get things set up in Informant


Use the Informant Help Center to assist with learning and getting familiar with Informant, which can be accessed from Informant by clicking Help > Informant Help Center.


In particular, review the "Administrator quick setup" page in the "Administration" guide (accessible from the Informant Help Center home page) for help in setting up Informant for first-time use, such as creating user accounts, setting up permissions, and customizing the software for your needs.


You can also reach out to our Support Team if you need additional help.