Difference between revisions of "CustomerPortal and TechPortal Install Guide"

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Customer side of the High5 Software Customer,Tech Portal and Email side install instructions.<br>
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Customer side of the High5 Software Customer Portal and Email side install instructions.<br>
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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 7.1 or 7.2</h3>
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<h3>SME Version 8+(preferred) or 7.2</h3>
WebServices for SME requires SME version 7.1 or later.<br>
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WebServices for SME requires SME version 7.2 or later.<br>
  
 
<h3>Install of .net framework 4</h3>
 
<h3>Install of .net framework 4</h3>
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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 staff or manual for your router to configure this.
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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.
  
 
==Provide your Options and Settings==
 
==Provide your Options and Settings==
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* Options you want setup from the list below<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/Tech Portal.
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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.
 
 
===Tech Portal Options===
 
Select all the Features you want for Tech Portal
 
* Hide Cost for items and labor. Check to Hide
 
* Hide price for items and labor, Check to Hide
 
* Set Labor Billable Qty = Scheduled Qty entered by Tech
 
  
 
===Customer Portal Options===
 
===Customer Portal Options===
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* Allow adding a New Service order
 
* Allow adding a New Service order
 
* Allow closing a Service or Install order
 
* Allow closing a Service or Install order
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Latest revision as of 15:31, 23 August 2016