---
title: "Configuration wizard"
manual: "Temporal Cache Management"
version: "main"
source: "Backend/Wizard.rst"
rendered: "2026-10-07T14:40:31+00:00"
---

# Configuration wizard {#backend-wizard}

Guided walkthrough of the available strategies, with three ready-made preset combinations.

> [!IMPORTANT]
> The wizard does not write any configuration.
> Every "Apply" button ends in a notification that points at
> **Admin Tools > Settings > Extension Configuration > nr_temporal_cache**, where the settings have to
> be entered by hand.
> See [Configuration](../Configuration/Index.html#configuration) for the settings themselves.

## Wizard steps {#backend-wizard-steps}

The wizard is a single backend action that renders one step at a time, selected by a `step` parameter in the
URL.
Opening **Configuration Wizard** from the module menu starts at the welcome step.

### Welcome {#backend-wizard-step-welcome}

Shows three figures for the current site:

-   the number of temporal records found
-   the number of days in the next 30 days that carry at least one transition
-   the number of records whose start time harmonization would move, if harmonization is enabled

**Start Configuration** continues to the analysis step.

### Analysis {#backend-wizard-step-analysis}

Lists recommendations derived from the current configuration and the figures above.
A recommendation is shown when one of these applies:

-   harmonization is disabled and more than 10 of the next 30 days carry transitions
-   the scoping strategy is `global` and more than 100 temporal content elements exist
-   the timing strategy is `dynamic` and more than 20 of the next 30 days carry transitions

When none applies, the step shows no recommendations.
**Continue to Presets** leads to the presets step, **Back** returns to the welcome step.

### Presets {#backend-wizard-step-presets}

Shows the three preset combinations side by side, each with its scoping strategy, timing strategy and
harmonization state.
**Apply Preset** opens a confirmation dialog and then the notification described above — the preset is
not written anywhere.

**Custom Configuration** leads to the custom step, **Back** returns to the analysis step.

### Custom configuration {#backend-wizard-step-custom}

A form with the three strategy choices, pre-selected from the current configuration:

-   **Scoping strategy**

    `global`, `per-page` or `per-content`.

-   **Timing strategy**

    `dynamic`, `scheduler` or `hybrid`.

-   **Time slot harmonization**

    A single on/off switch.
    The slots and the tolerance are not part of this form; they are configured in the extension configuration.

**Apply Configuration** shows the notification and saves nothing.
The form itself states that changes have to be applied in the extension configuration.

### Summary {#backend-wizard-step-summary}

A closing step with a link back to the dashboard.
It is part of the module but no button in the wizard currently links to it.

## Presets in detail {#backend-wizard-presets}

The preset definitions live in the module controller.
Enter the values shown here in the extension configuration to reproduce a preset.

### Simple (Phase 1 compatible) {#backend-wizard-preset-simple}

Backward compatible with Phase 1: global scoping, dynamic timing, no harmonization.

**Settings of the "Simple" preset**

```php
'scoping' => ['strategy' => 'global'],
'timing' => ['strategy' => 'dynamic'],
'harmonization' => ['enabled' => false],
```

### Balanced {#backend-wizard-preset-balanced}

Per-page scoping with hybrid timing and harmonization on a six-hour grid.

**Settings of the "Balanced" preset**

```php
'scoping' => ['strategy' => 'per-page'],
'timing' => ['strategy' => 'hybrid'],
'harmonization' => ['enabled' => true, 'slots' => '00:00,06:00,12:00,18:00'],
```

### Aggressive optimization {#backend-wizard-preset-aggressive}

Per-content scoping backed by the reference index, scheduler timing and harmonization on a four-hour grid.

**Settings of the "Aggressive Optimization" preset**

```php
'scoping' => ['strategy' => 'per-content', 'use_refindex' => true],
'timing' => ['strategy' => 'scheduler'],
'harmonization' => ['enabled' => true, 'slots' => '00:00,04:00,08:00,12:00,16:00,20:00'],
```

## Next steps {#backend-wizard-next-steps}

-   [Configuration](../Configuration/Index.html#configuration) — where the settings are actually entered
-   [Optimization strategies](../Configuration/Strategies.html#configuration-strategies) — what the scoping and timing strategies do
-   [Dashboard](Dashboard.html#backend-dashboard) — check the effect after changing the configuration
-   [Tips and best practices](Tips.html#backend-tips) — practical recommendations