Difference between revisions of "CustomerPortal and TechPortal Install Guide"
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(Created page with "Customer side of the High5 Software Customer,Tech Portal and Email side install instructions.<br> For Windows 2003, 2008, Vista and Windows 7 only.<br> The portal software has t...") |
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| − | Customer side of the High5 Software Customer | + | <!-- |
| + | Customer side of the High5 Software Customer Portal and Email side install instructions.<br> | ||
| + | Note Tech Portal has been replaced with SME Mobile and is a separate setup | ||
For Windows 2003, 2008, Vista and Windows 7 only.<br> | For Windows 2003, 2008, Vista and Windows 7 only.<br> | ||
The portal software has the following major pieces that will need to be installed:<br> | The portal software has the following major pieces that will need to be installed:<br> | ||
| − | + | <h3>SME Version 8+(preferred) or 7.2</h3> | |
| − | + | WebServices for SME requires SME version 7.2 or later.<br> | |
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| − | |||
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| − | <h3>SME Version 7. | ||
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<h3>Install of .net framework 4</h3> | <h3>Install of .net framework 4</h3> | ||
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[[File:IIS.png]]<br> | [[File:IIS.png]]<br> | ||
| − | <h3>Install of | + | <h3>Install of Web Service Software to support Portals</h3> |
| + | Install guide: http://high5software.com/mediawiki/index.php?title=SME_Web_Services_Installation_Guide<br> | ||
The install files can be fetched from the following addresses<br> | The install files can be fetched from the following addresses<br> | ||
32bit www.high5software.com/downloads/webservices/SMEWebServices_x86.msi<br> |
32bit www.high5software.com/downloads/webservices/SMEWebServices_x86.msi<br> | ||
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<h3>Configure Router to allow inbound communication from internet to machine running IIS.</h3> | <h3>Configure Router to allow inbound communication from internet to machine running IIS.</h3> | ||
| − | Finally the router needs to be setup to pass inbound communications from the internet to the machine running IIS. You will need to either consult your IT | + | Finally the router needs to be setup to pass inbound communications from the internet to the machine running IIS. You will need to either consult your IT staff or router manual to configure this. |
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| + | ==Provide your Options and Settings== | ||
| + | Once you have above setup please fill out this form for the settings and options: | ||
| + | |||
| + | https://docs.google.com/spreadsheet/viewform?fromEmail=true&formkey=dGlPc2VSeDc5RnZMX1Q2TDdlQkpiU2c6MQ | ||
| − | + | This form request the following information and options:<br> | |
| − | |||
* IP address<br> | * IP address<br> | ||
* Port Number <br> | * Port Number <br> | ||
| + | * Options you want setup from the list below<br> | ||
| + | |||
| + | At this point high5 will set up the public side, and will provide you with the information you need to access the public side of the Customer Portal. | ||
| − | + | ===Customer Portal Options=== | |
| + | Customer Portal has various options, contact High 5 Software support on how you want your options configured: | ||
| + | * Show or hide Service Orders | ||
| + | * Show or Hide Issues (from SME Help Desk Area) | ||
| + | * Show or Hide Equipment | ||
| + | * Show or Hide HelpDesk | ||
| + | * Show or Hide Install Orders | ||
| + | * Show or Hide Customer Documents | ||
| + | * Show or Hide Invoices | ||
| + | * Show or Hide Info which gives an overview of the invoice aging. | ||
| + | * Allow adding a New Service order | ||
| + | * Allow closing a Service or Install order | ||
| + | --> | ||