> For the complete documentation index, see [llms.txt](https://wiki.inels.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wiki.inels.com/inels-harmony/administration/the-setup-roadmap.md).

# The setup roadmap

The nine steps, why they run in this order, and what "finished" looks like.

Nine steps take you from an empty system to a hotel that can take guests. **Do them in order** — each one depends on the last.

## The nine steps

| # | Step                                                                                           | What it covers                                        |
| - | ---------------------------------------------------------------------------------------------- | ----------------------------------------------------- |
| 1 | [Hotel details](/inels-harmony/administration/step-1-hotel-details.md)                         | Name, logo, check-in and check-out times, ID formats  |
| 2 | [Staff accounts](/inels-harmony/administration/step-2-staff-accounts.md)                       | The logins your team will use                         |
| 3 | [Licence and Harmony Cloud](/inels-harmony/administration/step-3-licence-and-harmony-cloud.md) | Unlock the gateway and room allowance                 |
| 4 | [Gateways](/inels-harmony/administration/step-4-gateways.md)                                   | The units on the network that reach the hardware      |
| 5 | [Floors and rooms](/inels-harmony/administration/step-5-floors-and-rooms.md)                   | The structure of the building                         |
| 6 | [Devices](/inels-harmony/administration/step-6-devices.md)                                     | Lights, thermostats, contacts and service buttons     |
| 7 | [Zones and readers](/inels-harmony/administration/step-7-zones-and-readers.md)                 | What a guest card is allowed to open                  |
| 8 | [Automations](/inels-harmony/administration/step-8-automations.md)                             | The IF / THEN rules that make the hotel act by itself |
| 9 | [Email notifications](/inels-harmony/administration/step-9-email-notifications.md)             | Guest confirmations and manager reports               |

Then connect any [other systems](/inels-harmony/administration/connecting-other-systems.md) and run the [go-live checklist](/inels-harmony/administration/go-live-checklist.md).

## Why the order matters

| This step…                 | needs this to exist already  |
| -------------------------- | ---------------------------- |
| Rooms                      | Floors                       |
| Devices                    | Gateways, and usually Rooms  |
| Readers                    | Gateways and Zones           |
| "Hotel room" zones         | Rooms                        |
| Automations                | Devices, Rooms, Readers      |
| Any gateway or room at all | A licence with capacity left |

{% hint style="warning" %}
**The classic mistake** is adding devices before the rooms exist. The devices then sit unassigned and you have to open every one of them again to attach it. Ten minutes spent on floors and rooms saves an hour later.
{% endhint %}

## What "finished" looks like

When all nine steps are done you should be able to:

* [ ] Open **Overview** and see a card per room showing a live temperature, not a dash
* [ ] Press Make Up Room in a room and watch the alert reach the reception bell within seconds
* [ ] Create a test booking, check it in, and check it out again
* [ ] See the departure cleaning task appear on a housekeeping phone
* [ ] Sign in as each of the four roles and land on the right page

{% hint style="info" %}
**Working in a pair?** One person takes steps 4 and 6 walking the building; the other takes 1, 2, 3 and 5 at a desk. Meet at step 7.
{% endhint %}