Post installation workbench configuration

The installer (all versions) create a working default installation of your workbench. But there are some important post install items that you will need to configure to suit your operatiion.

There are three main operational setups that we can envisage - with either AI either locally provided or remote (or both)

1. Single user workstation

2. Group workstation

3. publicly visible workstation

   All three operational setups need to do the basic setup.

   1. Login as admin@example.com and change the password

   2. Select the Settings → Global Settings page

   3. Review and/or update all of these settings

      
      
      

      1. Post installation – single user

         As a single user, you can just use the admin@example.com ID if you like, but it is better practice to register your email address .. respond to the verification email, or just go to the Admin → Users page and make it an Admin, Verified.

         a nd get BCC on all emails that go out.

         
         
         

         2. Post installation – group workstation

            The same tasks for the Single user workstation apply to a small group workstation But you might decide to register a number of your users emails for them. The only issue with that, is that letting them self register avoids you (as administrator) selecting a password for the user, and then them needing to change it

            You also need to install the relevant scheduling task for automated client registration cleanup

            3. Post installation – public workstation

               The same tasks for the Single user workstation apply to public workstation, BUT you will need to do the specialist IT work for

               • establishing the DNS host name

               • Installing a reverse proxy like NGIX

               • getting a httos certificate for a secure connections

               • Installing performance monitoring and automated restart

               • attack detection / suppression software

               4. Post installation – ongoing configuration options

                  The workbench installer pre-populates its internal configuration with quite a few AI Provider definitions. You almost certainly want to review the information … and disable all the providers that you don’t want to use. That stops them being offered to regular users for chat or backend usage.

                  1. Admin – AI Providers

                     Select Admin → AI Providers

                     
                     
                     

                     At this point there are no known models for any AI Provider. But once any user saves an AI connection that they intend to use, the list of models for that provider are captured and recorded. You can manage the models once they have been discovered.

                     Admin – Provider models

                     Once any AI provider has been defined by a user in an AI connection, the workbench will have discovered the models offered by that AI Provider. By default, any of them can be selected by a user for the work they want to do.

                     But an Admin, may want to restrict some models and suggest some models as preferred. This is managed on the Admin → Provider Models page

                     First you identify the AI Provider you are interested in – and the known models for that provider can then be adjusted .. some providers like DeepSeek offer a small number of models (two), others like OpenRouter offer hundreds of models.

                     
                     
                     

                     
                     
                     

                     Admin – Visualisation types

                     
                     
                     

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