Gen3 Self Hosted Control Panel

Self-Hosted Control Panel setup

First-time setup on the machine you installed. Assumes you completed an install runbook and can open the Control Panel URL from that runbook.

Start Here

1. Sign in at the Control Panel URL from your install runbook and change default passwords before wider use.
2. Open Models and set deployment-wide defaults (including Default GT Helper model when you want ? shelf chat).
3. Open Instructions (sidebar book icon) for operator articles, or use the ? GT Helper shelf for chat-only guidance on the page you are configuring.
4. Share the tenant URL and point users to GT AI OS Instructions → Getting Started.

Why this matters

Host install runbooks get the cluster healthy; this page bridges first login to day-2 operator and tenant onboarding inside the product. GT AI OS Instructions and GT Helper keep setup guidance in-app instead of scattered host notes.

Details

1. Sign in and secure the deployment

1. Open Control Panel at https://<lan-ip>:3001/login with the install default (gtadmin@test.com / Test@123) unless you already changed it.
2. Change default passwords for operator accounts before wider use (Control Panel Users and tenant Users as your role allows).
3. If you have an Enterprise license file, open License, upload it, and confirm status is active before enabling SSO, compliance, billing, or GT API features.

2. Models and platform defaults

1. Open Models (or Default models / web search per your build) and confirm inference endpoints match your environment.
2. Set Default GT Helper model so tenant and Control Panel ? shelves can answer chat questions.
3. Set other defaults tenants will inherit where the UI exposes deployment-wide policy.
4. For read-only model browsing tenants use later, they open Management → Model Catalog in the tenant app (documented in Getting Started inside Instructions).

3. Enable GT AI OS Instructions and GT Helper

The same Gen 3 instructions corpus published with GT AI OS powers:

• GT AI OS Instructions — full articles in the Control Panel Instructions drawer (sidebar book icon) and the tenant account menu
• GT Helper — ? help shelf on the Control Panel shell and tenant UI (multi-turn chat only)

Instructions Settings

1. In Control Panel, open Instructions Settings.
2. Configure optional external documentation links if your organization hosts additional browser docs.
3. Confirm the deployment can reach the instructions wiki source (default: published GT AI OS wiki content).

GT Helper on Control Panel

1. Use the ? bubble (lower-right on most operator pages).
2. Ask substantive questions in the GT Helper chat pane; use New question and the thread rail for follow-ups.
3. Toggle Float / Split to dock the shelf beside page content on wide screens.
4. Open Full instructions or the sidebar Instructions drawer when you need wiki search, tree navigation, or long-form articles—the help shelf does not include search or page suggestions.

Full operator help shelf behavior: GT Helper (Control Panel).

Tenant users: How to use GT Helper.

4. Hand off to in-app documentation (operators)

You are done with host install runbooks when the cluster is healthy. Day-2 operator work happens inside the product:

Step	Where
Operator orientation	Control Panel → Instructions → Admin Getting Started
Route-aware help	? GT Helper chat on the page you are configuring
SSO, backup, compliance, financial controls	Instructions articles under Gen 3 Admin (same drawer)
In-app update UI	Updates dashboard — see Updates in Instructions (under development in interim builds)

Browser mirror (optional): Admin Getting Started on the GitHub wiki.

5. Hand off to tenant users

1. Share the tenant URL: https://<lan-ip>:3002/login.
2. Have users sign in (or provision accounts under Users).
3. Direct them to the account menu → GT AI OS Instructions → Getting Started for agents, chat, datasets, and teams.
4. Tenant ? GT Helper works the same way as on the Control Panel—chat-only on the ? shelf, with full wiki browse in GT AI OS Instructions.

Browser mirror (optional): Getting Started.

6. Optional enterprise features

After license activation, enable features as needed using Instructions articles:

• SSO — SSO
• Compliance mode — Compliance Mode
• GT API — enable for the tenant, then GT API Overview in tenant Instructions

Host maintenance (not in Instructions)

Task	Runbook
Upgrade app version on the cluster	Self-Hosted updating
Re-install from scratch	Self-Hosted installation

Support

• In-app: Contact support when configured under Instructions Settings
• Install/update issues on the host: GitHub Issues
• Operator troubleshooting articles: Control Panel Instructions or ? GT Helper chat, including super-admin troubleshooting topics where your role allows