Getting started
From installation to your first safe handoff and restore.
Complete these steps with a small set of conversations before applying maintenance actions broadly.
1. Install and connect
Download the Windows package, verify its integrity, then select the local Codex data folder.
- Keep the default folder if CMT detects it correctly
- Run the initial health check
- Allow the first index to complete before filtering
2. Organize and hand off
Review statuses, choose a project, and generate a continuation summary.
- Confirm the working directory and recent activity
- Edit the summary before sharing it
- Keep private paths out of public handoffs
3. Practice recovery
Use a non-critical record to learn backup, safe deletion, and restore behavior.
- Confirm the backup exists and passes integrity validation
- Restore to the original location
- Test rename handling with an intentional name conflict
4. Learn the navigation
Use the dedicated areas for conversations, backups, health, history, migration, and settings.
- Return to the dashboard for overall status
- Keep filters within the conversation workspace
- Use backup actions only from the restore and storage areas
5. Configure backup retention
Choose how long recoverable data is kept and when automatic cleanup may run.
- Start with a conservative retention period
- Enable low-space warnings
- Review expiring items before the first scheduled cleanup
6. Create support evidence
Run health checks before exporting a diagnostic package.
- Preview every included file and field
- Mask account names, private paths, serials, and order data
- Record the steps and time needed to reproduce the issue
7. Rehearse migration
Export a small selection and import it into a controlled destination before moving a full workspace.
- Compare the export manifest with the selection
- Verify checksums before import
- Confirm settings and restored locations after import
Organize Codex conversations, handoffs, and backups