Getting Started
===============
When a new organization is added to CONVERGE Horizon, the organization owner will receive an email with an invitation to create an account. The owner can then complete the organization setup by following the steps below.

Some organizations perform additional setup to :ref:`use their own license server <rlm-server-setup>` with CONVERGE Horizon. This is necessary only if you plan to use a self-hosted CONVERGE license or if you plan to run :ref:`coupled simulations <run-job-with-coupling>`.

Whitelist Required Domains
--------------------------
CONVERGE Horizon users must be able to access the domains listed below. We recommend working with your IT team to whitelist these domains::

    *.convergecfd.com
    *.converge.host
    *.oci.customer-oci.com
    *.oraclecloud.com

Additionally, if your firewall/organization policy restricts outbound traffic, the following ports must be open:

+---------+---------------------------------------------------------------------------------------------------------------------------------------------+
|Port     |Reason                                                                                                                                       |
+=========+=============================================================================================================================================+
|22       |Required for SSH access to CONVERGE Horizon resources                                                                                        |
+---------+---------------------------------------------------------------------------------------------------------------------------------------------+
|6400     |Required for VNC access to :ref:`workstations <workstations>`                                                                                |
+---------+---------------------------------------------------------------------------------------------------------------------------------------------+
|443      |Required for HTTPS access to the CONVERGE Horizon application and for                                                                        |
|         |                                                                                                                                             |
|         |uploading/downloading files to/from :ref:`spaces <spaces>`                                                                                   |
+---------+---------------------------------------------------------------------------------------------------------------------------------------------+

.. _create-teams:

Create Teams
------------
Users complete all of their work on CONVERGE Horizon within teams. Members of the same team can access the same :ref:`cloud storage <storage>` and view each others' jobs. For more information about team structure and permissions, refer to :doc:`../orgs_teams_projects`.

You can create up to 10 teams for your organization, and you must have at least one. A Default Team is created automatically for every new organization. To add more teams, select **Teams** under your organization's name in the top left corner.

.. image:: images/getting_started/select_teams.png

.. _invite-members:

Invite Members
--------------
To add other users to your organization, select **Members** under your organization's name. 

.. image:: images/getting_started/select_members.png

Click **Invite Member** on the right. You will need to provide a valid email address for each member that you invite.

Members must belong to at least one team before they can upload files and run jobs. If you have already created your teams, you can add the member to the appropriate teams before sending the invitation. After you click **Invite**, an email will be sent to the member with instructions for creating an account.

.. _add-members-to-teams:

Add Members to Teams
--------------------
If you need to add a member to a team after the invitation is sent, go to **Teams** and click on the team name. On the **Members** tab, click **New** to add a new team member.

.. image:: images/getting_started/add_team_member.png

When you add someone to a team, you can assign a role of Manager or Member. Refer to :ref:`team-permissions` to learn about the differences between these roles.

.. _review-billing-info:

Review Billing Information
--------------------------
When setting up your account on CONVERGE Horizon, your Convergent Science representative will enter :doc:`billing information <../billing>` based on your organization's subscription tier. Go to **Billing** to confirm that this information is accurate.

.. _create-projects:

Create Projects
---------------
When users create a :ref:`space <spaces>`, a :ref:`job <jobs>`, or a :ref:`workstation <workstations>` on CONVERGE Horizon, they must select a :doc:`project <../orgs_teams_projects>` to associate with it. The set of available projects is defined at the team level.

Each team is created with one Default Project. If you want to create additional projects, select the team and then select **Projects** under the team name:

.. image:: images/getting_started/go_to_projects.png

Setting up a team's projects in advance can save time for individual users, but it is not required. Any team member can create a new project, so you might prefer to let users create their own projects as needed.

Add SSH Keys
------------
Users who plan to access cloud resources via Secure Shell (SSH) must set up their own SSH keys in their account settings. If the members of your organization will be using SSH, you can point them to these instructions:

* :doc:`../account/add_ssh_key` (setup to be completed by each user)
* :ref:`ssh-to-file-system` (instructions for accessing file systems)
* :ref:`ssh-to-job` (instructions for accessing job clusters)
* :ref:`workstation-file-handling` (instructions for accessing workstations)