OpenCRVS
v1.3
v1.3
  • 👋Introduction
  • Product Specifications
    • Functional Architecture
    • Workflow management
    • Status Flow Diagram
    • Users
      • Examples
    • Core functions
      • 1. Notify event
      • 2. Declare event
      • 3. Validate event
      • 4. Register event
      • 5. Print certificate
      • 5. Issue certificate
      • 6. Search for a record
      • 7. View record
      • 8. Correct record
      • 9. Verify record
      • 10. Archive record
      • 11. Vital statistics export
    • Support functions
      • 10. Login
      • 11. Audit
      • 12. Deduplication
      • 13. Performance management
      • 14. Payment
      • 15. Learning
      • 16. User support
    • Admin functions
      • 17. User management
      • 18. Comms management
      • 19. Content management
      • 20. Config management
    • Data functions
      • 21. Legacy data import
      • 22. Legacy paper import
  • Technology
    • Architecture
      • Performance tests
    • Standards
      • FHIR Documents
        • Event Composition
        • Person
        • Registration Task
        • Event Observations
        • Locations
    • Security
    • Interoperability
      • Create a client
      • Authenticate a client
      • Event Notification clients
      • Record Search clients
      • Webhook clients
      • National ID client
      • FHIR Location REST API
      • Other ways to interoperate
  • Default configuration
    • Intro to Farajaland
    • Civil registration in Farajaland
    • OpenCRVS configuration in Farajaland
      • User / role mapping
      • Application settings
      • Declaration forms
      • Certificate templates
    • Business process flows in Farajaland
  • Setup
    • 1. Establish team
    • 2. Gather requirements
    • 3. Installation
      • 3.1 Set-up a local development environment
        • 3.1.1 Install the required dependencies
        • 3.1.2 Install OpenCRVS locally
        • 3.1.3 Starting and stopping OpenCRVS
        • 3.1.4 Log in to OpenCRVS locally
        • 3.1.5 Tooling
      • 3.2 Set-up your own country configuration
        • 3.2.1 Fork your own country configuration repository
        • 3.2.2 Set up administrative address divisions
          • 3.2.2.1 Prepare source file for administrative structure
          • 3.2.2.2 Prepare source file for statistics
        • 3.2.3 Set up CR offices and Health facilities
          • 3.2.3.1 Prepare source file for CRVS Office facilities
          • 3.2.3.2 Prepare source file for health facilities
        • 3.2.4 Set up employees & roles for testing or production
          • 3.2.3.1 Prepare source file for employees
          • 3.2.3.2 Configure role titles
        • 3.2.5 Set up application settings
          • 3.2.5.1 Configuring Metabase Dashboards
        • 3.2.6 Configure certificate templates
        • 3.2.7 Configure declaration forms
          • 3.2.7.1 Configuring an event form
        • 3.2.8 Seeding your local development environment database
          • 3.2.8.1 Clearing your local development environment database
        • 3.2.9 Countryconfig APIs explained
          • 3.2.9.1 Managing language content
      • 3.3 Set-up a server-hosted environment
        • 3.3.1 Provision your server nodes with SSH access
        • 3.3.2 Provision environment
        • 3.3.3 Provision a comms gateway
        • 3.3.4 Set up an SMTP server for OpenCRVS monitoring alerts
        • 3.3.5 Setup DNS A records
        • 3.3.6 Deploy (Automated & Manual)
        • 3.3.7 Seeding & clearing data on a server
        • 3.3.8 Automated & manual backup and manual restore
    • 4. Functional configuration
      • 4.1 Configure application settings
      • 4.2 Configure registration periods and fees
      • 4.3 Create new user roles
      • 4.4 Managing system users
    • 5. Testing
    • 6. Go-live
    • 7. Monitoring
      • 7.1 Application logs
      • 7.2 Infrastructure health
      • 7.3 Routine monitoring checklist
      • 7.4 Setting up alerts
      • 7.5 Managing a Docker Swarm
  • General
    • Contributing
    • Releases
      • v1.3.5: Release notes
      • v1.3.4: Release notes
      • v1.3.2: Release notes
      • v1.3.1: Release notes
      • v1.3.* to v1.3.* Migration notes
      • v1.3.0: Release notes
      • v1.2.* to v1.3.* Migration notes
        • v1.2 to v1.3: Form migration
      • v1.2.1: Release notes
      • Patch: Elasticsearch 7.10.2
      • v1.2.0: Release notes
      • v1.1.* to v1.2.* Migration notes
      • v.1.1.2: Release notes
      • v.1.1.1: Release notes
      • v1.1.0: Release notes
    • Interoperability roadmap
    • Product roadmap
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  1. Setup

4. Functional configuration

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Last updated 1 year ago

Before you start

  • You must have first completed all the required steps in , particularly:

3.2 Set-up your own country configuration

3.3 Set-up a server-hosted environment

  • Only a National System Admin can configure these settings

  • They are provisioned independently for every environment you are hosting: Staging, QA & Production. You may want to make a new factory reset backup when you are finished to make it easier to deploy to new environments.

This section introduces the configuration steps that your National System Admin will be required to do:

  1. Configure the application settings

  2. Configure registration time periods and fees

  3. Create system users

Installation