---
title: OS Checklist Part 2
---

[![zimbra-synacor-logo](https://info.zimbra.com/hs-fs/hubfs/email_headers/zimbra-synacor-logo.png?width=174&name=zimbra-synacor-logo.png "zimbra-synacor-logo")](https://www.zimbra.com)

# Zimbra Open Source Edition

Getting Started Checklists

![All Devices](https://info.zimbra.com/hs-fs/file-364951035-png/landing-pages/checklists/all-devices-vector.png?width=216&name=all-devices-vector.png "All Devices")

[![Checklist Part 1](https://info.zimbra.com/hs-fs/file-369789012-jpg/landing-pages/checklists/checklist-part-1-grey.jpg?width=136&name=checklist-part-1-grey.jpg "Checklist Part 1")](https://info.zimbra.com/os-checklist-pt1.html)

[![Checklist Part 2](https://info.zimbra.com/hs-fs/file-371208225-jpg/landing-pages/checklists/checklist-part-2-blue.jpg?width=136&name=checklist-part-2-blue.jpg "Checklist Part 2")](https://info.zimbra.com/os-checklist-pt2.html)

[![Checklist Part 3](https://info.zimbra.com/hs-fs/file-369775872-jpg/landing-pages/checklists/checklist-part-3-grey.jpg?width=136&name=checklist-part-3-grey.jpg "Checklist Part 3")](https://info.zimbra.com/os-checklist-pt3.html)

[![Checklist Part 4](https://info.zimbra.com/hs-fs/file-371229480-jpg/landing-pages/checklists/checklist-part-4-grey.jpg?width=136&name=checklist-part-4-grey.jpg "Checklist Part 4")](https://info.zimbra.com/os-checklist-pt4.html)

## **Getting Started Checklist 2: Basic Administration and End-User Feature/Functionality Testing**

 

**Basic Administration**

- [Create User Accounts](https://zimbra.github.io/adminguide/latest/index.html#_provisioning_user_accounts): Configure one account at a time, or migrate multiple existing accounts from a server.
- [Define Classes of Service](https://zimbra.github.io/adminguide/latest/index.html#class_of_service_and_accounts): A default Class of Service (COS) is automatically created during the installation of Zimbra software. The COS controls mailbox quotas, message lifetime, password restrictions, attachment-blocking and server pools. You can modify the default COS and create new COSs to assign to accounts according to your group management policies.
- [Add Zimlets](https://zimbra.github.io/adminguide/latest/index.html#_managing_zimlets_from_the_administration_console): Zimlets enable your end-users to look at information and interact with other third-party applications (calendar, maps, Salesforce.com, WebEx, and more) from within their email messages. Zimlets can be made available by modifying the Class of Service (COS).
- [Mail Queue Monitoring](https://zimbra.github.io/adminguide/latest/index.html#_message_queues): Incoming and outgoing mail is processed by postfix in a series of queues that can be monitored from within the admin console; select *Manage Mail Queues* from the left sidebar and your queue information will be shown.
- [Certificates](https://zimbra.github.io/adminguide/latest/index.html#_viewing_installed_certificates): Clicking *Install Certificate* from either the Manage Certificates tab or a Certificates tab opens the Certificate Installation Wizard. The Certificate Installation Wizard is a tool that will help you quickly create and deploy a certificate.

**End-User Feature/Functionality Testing**

- Test the basic end-user functions of [creating, sending and replying to email](https://www.youtube.com/watch?v=pIUNTKEebdk), [using folders](https://www.youtube.com/watch?v=QmTr5e3kWUg), [searching (text/boolean)](https://www.youtube.com/watch?v=lf0fIIJRHaQ), and [creating filters](https://www.youtube.com/watch?v=B6n64ElnQdo).
- [Address Book](https://youtu.be/zvBMtJoB0Ng): Importing/exporting contacts
- [Calendar](https://www.youtube.com/watch?v=dEDH5NIE9qg): Free/busy reporting, [sharing and delegation](https://www.youtube.com/watch?v=GffosQYsxWQ)
- [Setting email preferences](https://www.youtube.com/watch?v=nyCTB6-RkTE): Customizing signature files, text versus html

[Consider a 60-Day free trial of Zimbra Network edition](https://www.zimbra.com/try/zimbra-collaboration-network-edition/) if you want email/phone support, mobile device sync, built-in archiving and compliance, or integrated unified communications. You can always easily go back to the free version, if you're not convinced.

Copyright ©2026 Synacor, Inc. All rights reserved. This product is protected by U.S. and international copyright and intellectual property laws. ZIMBRA is a trademark of Synacor, Inc. in the United States and/or other jurisdictions. All other marks and names mentioned herein may be trademarks of their respective companies.