High5Wiki - User contributions [en]

CustomerPortal and TechPortal Install Guide

2012-06-29T22:45:28Z

JohnC: /* Provide your Options and Settings */

Customer side of the High5 Software Customer,Tech Portal and Email side install instructions. 
For Windows 2003, 2008, Vista and Windows 7 only. 

The portal software has the following major pieces that will need to be installed: 

<h3>SME Version 7.1 or 7.2</h3>
WebServices for SME requires SME version 7.1 or later. 

<h3>Install of .net framework 4</h3>
This should be installed first as it will require a report for system Operating systems.
http://www.microsoft.com/download/en/details.aspx?id=17851

<h3>Install of Internet Information Services (IIS)</h3>
IIS should be installed by using the Add/Remove Windows features, in all versions except Windows Server 2008. For windows Server 2008 you will need to use the Add Roles. It is very important to have the IIS 6 Management Compatibility checked including all its children objects when dealing with Vista/2k8 or later of IIS.

[[File:IIS.png]] 

<h3>Install of Web Service Software to support Portals</h3>
Install guide: http://high5software.com/mediawiki/index.php?title=SME_Web_Services_Installation_Guide 
The install files can be fetched from the following addresses 
 32bit www.high5software.com/downloads/webservices/SMEWebServices_x86.msi 
64bit www.high5software.com/downloads/webservices/SMEWebServices_x64.msi 

When you run these files you must be logged into the machine local administrator. If you are told you do not have permission contact support.

During the process you will be prompted to enter the pathway to alias62.ini file. The file itself is located in the same directory as SME5.exe. All slashes should be forward slashes instead of backwards. If you are unsure if configuration file is accessible please contact support.

Once installed you should be able to open your web browser on the server and type in the following:
http://localhost/SMEWebServices

[[File:SME_Web_Service.png]] 

Towards the bottom of the list is a function called GetOrderStatusList. Click on this link to, then click on the invoke button to run the command. You should see data (if you have open tickets). Else you may want to contact support to verify that it is open.

<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 personal or manual for your router to configure this.

==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: 
* IP address 
* Port Number 
* Options you want setup from the list below 

At this point high5 will set up the public side, and will provide you will information you need to access the public side of the Customer/Tech 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 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

SMO Overview

2012-06-29T19:36:36Z

JohnC: /* More Revenue, Productivity, Tracking, & Efficiency! */

Service Management Online

Efficiently run your help desk or service business with Service Management Online. SMO includes the following best in class features, plus much more.

* Customer, Vendor, and Partner Management
* Work Orders with Items, Tasks, and Totaling
* Item and Catalog Management
* Integrated Customer Email Communications
* Automatic QuickBooks™ Syncing
* Online, hosted solution
* Google Apps™ Integration
* Works with PC, Mac, iPhone, iPad, Tablets
* High 5 Software™ Providing Service Management Software for over 20 years

Call now (800) 585-1696 to speak with someone right away or email sales for a prompt response.

== Fast, Efficient Help Desk and Service Order Management ==

<ul>
<li class="one">Help Desk Ticket Management: Customer issues from phone are rapidly entered into the system. Issues from email are automatically connected to customer accounts and orders. Responses back and forth are all recorded in the system for excellent customer service and tracking.</li>
<li class="two">Order Management: Add chargeable items to orders and assign technician task to orders so work can be completed with the right parts and people.</li>
<li class="three">Customer Service (CRM): Customer relationship management (CRM) and Sales force automation with proposals and integrated email management. Also manage vendors and partners.</li>
<li class="four">Invoicing / Billing: Invoices are easily created from work orders and automatically synced to QuickBooks with Intuit Partner Platform and Intuit Sync Manager running on the desktop.</li>
<li class="five">Reporting: Analyze your company process & pain points for better business decisions. Set up easy company communication for projects and tasks.</li>
<li class="six">Dashboard: Dashboard shows all the reports and allows integration with Twitter and Facebook so you can monitor customer communications about your company and provide responses.</li>
</ul>

== More Revenue, Productivity, Tracking, & Efficiency! ==

<ul>
<li class="one">Productivity & Efficiency: Increase your company's productivity and efficiency by eliminating double entry and having all information available to you in a single all inclusive package.</li>
<li class="two">More Billable Hours: Not only will you never miss a billable opportunity again with the use of automated features, but with less people needed for back office activities you can send more workers to the field to generate revenue on billable hours.</li>
<li class="three">Expand Your Service Area: Increase your client base with top notch customer service and expand your work region using subcontractors all of which is easily managed within SME to help boost revenue.</li>
<li class="four">Professional & Incisive Messaging: Build enterprise ready forms, reports, contracts, proposals, with all of your data and information readily available to you to compose whatever you need.</li>
<li class="five">Reduce Back Office Processing Time: Shorten the cycle between getting paid and servicing your customers as well as proposal turnover, order/service fulfillment, & invoicing.</li>
<li class="six">Longevity: For 20+ years High 5 has been creating long-lasting, trusting relationships with customers looking for irreplaceable software necessary to run their business.</li>
</ul>

<h2>Service Software Solutions With Industry Customization</h2>
<ul>
<li class="one">Service Management Enterprise: Provides a complete solution for the service industry to handle sales, customers, service and install orders, invoicing, inventory, document management, contracts, reporting, help desk, and more. SME add-on products include QuickBooks sync, Mobile Tech solutions, Customer portal, Automated email, and Barcode. Choose SME if you need more robust service management with deep inventory management with multiple warehouses and serialized inventory. SME provides a complete service solution with recurring orders or invoices, project management, maintenance contracts, and customization to tune the system for your business. SME is installed on your servers for complete control of the system. [http://high5software.com/service-management-enterprise Learn More.]

<li class="two">Service Management Online: Provides a help desk ticketing and work order management solution with email integration and automatic integration with QuickBooks™ through Intuit® latest sync mechanisms. SMO also connects to Google Apps™ or Inuit Partner Platform™ for single sign-on simplicity. SMO is fully hosted in the Cloud and offered as a low monthly charge per user. </li>

<li class="six">Custom Development: Have us build, support, and integrate the functions and modules you need to make your business work the way you need it to.</li>

</ul>

<h2>How do you fit into our software and how can we help</h2>
<ul>
<li class="one">Manager/Executive: Contact active customers & monitor profit/loss on projects, proposals, payments, aging accounts, reports, and users activities. Track open work order volume and get notified for any critical activities. [http://high5software.com/mediawiki/index.php?title=Manager_or_Owner_using_SME Learn How]</li>
<li class="two">Sales/Marketing: Track and follow-up with existing sales leads and proposals. Convert proposals into invoices, orders, and customers. Use best practices and sales force automation to generate more revenue. [http://high5software.com/mediawiki/index.php?title=Sales_Person_Role Learn How.]</li>
<li class="three">Field/In-House Technician/Support: Technicians within SMO will review customer information, perform/monitor work orders, track customer issues, and contribute to the help desk knowledge base. [http://high5software.com/mediawiki/index.php?title=Field_Technician_Role Learn How (Field).] or [http://high5software.com/mediawiki/index.php?title=Technical_Support_Role Learn How (In-House).]</li>
<li class="six">Accounting/Bookkeeper: Easily convert orders to invoice and automatically sync with QuickBooks for seamless flow between SMO and QuickBooks. Continue to use QuickBooks to enter payments or update customer information and have this automatically update SMO. </li>
</ul>

<h2>Become a More Profitable & Productive Enterprise in Months!</h2>
<ul>
<li class="one">Simple Pricing: Only $39 per user per month automatically billed via ACH or credit card. This includes everything you need to get going with optional QuickBooks sync, email integration, customer management, and ticket or order management.</li>
<li class="two">Free 15 Day Trial: No obligation 15 day trial, no credit card or payment information needed to try!</li>
<li class="three">No Obligation Guarantee: If you are not satisfied with SMO, you can cancel your service at any time.</li>
</ul>

<h2>Support, Conversion, Setup, Training, etc.</h2>
<ul>
<li class="one">Technical Support: Our support staff is available via phone or email during regular business hours for PST. We also offer our wiki & blog to offer insights & answers to many of our users questions. [http://high5software.com/support Learn More]</li>
<li class="two">Setup & Implementation: SMO is hosted in the cloud so you do not need any servers, just signup, optionally sync with QuickBooks and you are ready to go. You will be up and running in minutes. </li>
<li class="three">Training: Training is done via web conferencing or scheduled visits to your site. Training is guided by your needs, questions, and our industry best practices and expertise. </li>
</ul>

Installing SME

2012-06-21T21:42:40Z

JohnC: /* Launch SME and create the database */

'''Topics Covered'''

# Installing and Configuring MS SQL Server Installation – MS SQL 2005 SP3, 2008 R2.
# Installing SME as stand alone or on an Application Server.
# SME Application – SME executable.
# Common Files – SME Database related files location. Typically this location contains the database. When installing the database on a server that is separate from the application this folder will be referenced as the common files folder on the Application Server.
# Client setup – configuring SME to run across the network from client computers.

'''Terms'''

# Application/File server – server from Which SME will be launched for client log in hosting SME executable. (Can also host the database).
# Database server – server hosting the SME database (Can be the same as the application server or on another server).
# Common Files – folder where data related files are stored. This is the default database location on servers/computers hosting both the database and the application.
# Alias62.ini – file containing the connection information allowing SME to connect to the database.

'''Steps'''

# Install or configure MS SQL.
# Configure the SME database for remote connections in MS SQL Configuration Utility and in MS SQL Server Management Studio.
# Configure MS SQL instance for ‘CLR’ Dot Net common language runtime access.
# Install SME on the Application/File Server.
# Create the Alias62.ini from the Application/File server while on the Data Server to allow SME connection to the database.
# Create or move the database either on the local computer or on the database server.

== MS SQL Server Installation ==

SME utilizes MS SQL Server for the database management. MS SQL Server must be installed and correctly configured before SME is installed. SME is compatible with MS SQL 2005 SP3, SQL Server 2008, SQL Server 2008 R2, Express or Enterprise versions. High5 Software recommends installing MS SQL 2008 R2 to attain the latest functionality for SQL Server. The free Express version of MS SQL 2008 R2 ‘Database with Advanced Features’ is available at the following link:

#[http://www.microsoft.com/express/Database/InstallOptions.aspx http://www.microsoft.com/express/Database/InstallOptions.aspx]

For server requirements consult the following Microsoft website ‘Hardware and Software Requirements for Installing SQL Server 2008 R2’.

[http://msdn.microsoft.com/en-us/library/ms143506.aspx http://msdn.microsoft.com/en-us/library/ms143506.aspx]
 2. Note: For security reasons, Microsoft recommends that you do not install SQL Server 2008 R2 on a domain controller. SQL Server Setup will not block installation however you will be cautioned against the installation.
 3. For installation instructions consult the Microsoft MSDN ‘How to: Install SQL Server 2008 R2 (Setup)‘ at [http://msdn.microsoft.com/en-us/library/ms143219.aspx http://msdn.microsoft.com/en-us/library/ms143219.aspx]
 4. For a detailed installation step-by-step consult the following link:
 5. [http://www.mytechmantra.com/LearnSQLServer/Install_SQL_Server_2008_R2_P1.html http://www.mytechmantra.com/LearnSQLServer/Install_SQL_Server_2008_R2_P1.html]

Should you require assistance with the installation of MS SQL Server High 5 Software is available to assist.

After MS SQL is installed, configure the following settings:

# MS SQL 2005 SP3 and MS SQL 2008, 2008 R2.

* Open SQL Server Configuration Manager (Start> Run> MS SQL Server 2005> Configuration Tools> SQL Server Configuration Manager)
* Review the installed Services
** SQL Server - Data base server
** Full Text Search (This must be installed for SME to use advanced search functions)
** If using SQL Enterprise, start the MS SQL Agent.
* Expand SQL Service Network Configuration
** Click on Protocols for your instance name
** Enable Names Pipes
** Enalbe TCP/IP
** Right click on TCP/IP and select Properties.
*** Enable TCP on the ports (which ports depends on your server setup)
*** Clear the '0' from the TCP Dynamic field
*** Enter '1433' into the TCP Port (this may need ot be assigned to a different port if 1433 is consumed by another SQL instance)
** Click OK. (You will be warned about stopping and starting the SQL Service)
** Stop and restart the SQL Server instance.
* Close the Configuration Manager

 2. Launch MS SQL Management Studio

* Connect to your SQL instance.
* Right click on SQL Server you have selected
* Select Properites and select the 'Connections' page
* Make sure that the 'Remote Server Connections' - 'Allow remote connections to this server' has been selected.

[[File:RemoteServerConnection.png]]
*Click on the 'Security page and make sure 'SQL Server and Windows Authentication mode' is selected

[[File:ServerAuthentication.png]]

Should you require assistance with configuration, High 5 Software is available to assist.

== Install SME on the Application/File server==

* Download the SME installer from the following link:

[http://high5software.com/downloads/sme72/SME5andSQLinkSetup.exe http://high5software.com/downloads/sme72/SME5andSQLinkSetup.exe]
* Install SME with the following expections
* Do not launch SME when the installation completes.
* Do not create a database at this time
* Delete any Alias62.ini files in the High5Software installation folder.
* SME default installation is at the location referenced below. If you install into another location, change your file paths accordingly
* Create a new folder in the C:\User\Public\High5Software\Data for your company database as C:\Users\Public\High5Software\Data\<YourCompany>. This will be the 'Common Files' location.

== Launch SME and create the database ==

If you are setting up a new database or connecting to an existing database that resides on another server such as a Data Server you must log on to the server, browse via UNC/Network to the Application Server SME folder and launch SME from the sme5.exe executable.

* Connection Properties:

[[File:SetupForInitialCompany.png]]

* Server Name (Pick from the list or enter manually) - Select your MS SQL Server instance
* Login info:
** For new databases set to: 'Use Windows integrated security' until the database has been built.
** For existing databases, you may need to use SQL Authentication- 'Use a specific name and password'. Not that Step 5 below explains setting up a SQL login.
* '''Database Name/Company Name'''
** First, Type your database name in the 'Database Name' field or if connecting to an existing database, select it from the list. (Note: On SQL 2008 your permission settings MUST be properly configured to allow for selection of the database).
** If connecting to an existing database that is running under the MS SQL Server instance the database will be in the dropdown.
** '''Second''', Cop and paste the Database name into the 'Company Name' field or select from the dropdown.
* '''Common File Path'''
** Browse to the location of the 'Common Files' set in step '1-h' and if the database is on the same server use the local/physical drive path for the new databases: C:\Users\Public\High5Software\Data\<MyCompany>
** '''Note:''' if you are connecting from another server or connecting to an existing database, use the UNC path: \\ServerName:\Users\Public\High5Software\Data\<MyCompany>
* ''' Database Path'''
** ''' For New Databases:''' Browse to the location of the 'Common Files' set in step '1-h' and if the database is on the same server use the local/physical drive path for new databases: C:\Users\Public\High5Software\Data\<MyCompany>
** ''' Note:''' if you are connecting from another server, use the UNC path: \\ServerName:\Users\Public\High5Software\Data\<MyCompany>

* Your 'Set up for Initial Company' should look like the above screenshot
* Click OK
* If creating a new database you will get the following Prompt. If connecting to an existing databse, SME will launch

[[File:Confirm.png]]

* Click 'Yes'
* Click 'Yes' at the following Prompt

[[File:Attention_changes.png]]

* Click No at the following prompt as the database does not yet exist

[[File:Warning_Backup.png]]

* You will receive the following prompt when the database has been created.
* SME will install the routines/assemblies

[[File:RebuildingLibrary.png]]

* SME will process the tables.

[[File:ProcessingProposal.png]]

* SME will build the 'Full Text Indexes'

[[File:ProcessingZones.png]]

* SME will display the 'Finished' dialogue when it has completed building the routines/assemblies.

== Configure the SME database options in MS SQL Management Studio ==

* Launch the MS SQL Management Studio Express tool

[[File:LaunchSQLManagementStudio.png]]

* Click Connect to connect to your SQL Server

[[File:ConnectToServer.png]]

==Set permissions for SME Assemblies ==

Perform the following procedure to enable CLR and to set permissions for SME Assemblies
* Paste or type the following into a Query Window in MS SQL Management Studio:
* Click on New Query. (Right below the File Menu item)
* Copy the queries below and paste into the query window.

--- enable clr

sp_configure 'show advanced options', 1;
GO

RECONFIGURE;

GO

sp_configure 'clr enabled', 1;
GO

RECONFIGURE;

GO

--- set owner to sa

USE [dbname]

EXEC sp_changedbowner 'sa'

GO

--- set trustworthy

ALTER DATABASE [dbname] SET TRUSTWORTHY ON;

Note: you may need to retype the query since copy and paste can include hidden characters that will not allow the query to run.

Click the Execute button

== Setting up a SQL Server login ==

* Go to Logins and select New

[[File:NewLogin.png]]

* Setup as follows:
* General page:
* Name = SMELogin
* Authentication= SQL Server authentication
* Password - enter a password
* Password Policy
* Uncheck Enforce Password Policy

== User Mapping ==

* Check your database name

[[File:DatabaseName.png]]

*In the role membership window, click Owner

[[File:RoleMembership.png]]

* Click OK
* Check the BuiltIn\Administrators & BuiltIn\User for Database mapping

[[File:BuiltIn.png]]

* User Mapping
* Check your database name

[[File:DatabaseName.png]]

* In the role membership window, click Owner

== Routines ==

SME now utilizes Routines for the database business logic. The routines MUST be present for SME to function properly. To ensure the routines are in place and properly configured, do the following:

* Open MS SQL Management Studio
* Expand the Databases object
* Expand your Database
* Expand 'Programmability'
* Expand 'Assemblies'

[[File:smeRoutines.png]]

* smeRoutines must be present. If it is not, contact High 5 Software support @ 360-293-3000 for assistance.

Installing SME

2012-06-21T21:38:11Z

JohnC: /* Launch SME and create the database */

'''Topics Covered'''

# Installing and Configuring MS SQL Server Installation – MS SQL 2005 SP3, 2008 R2.
# Installing SME as stand alone or on an Application Server.
# SME Application – SME executable.
# Common Files – SME Database related files location. Typically this location contains the database. When installing the database on a server that is separate from the application this folder will be referenced as the common files folder on the Application Server.
# Client setup – configuring SME to run across the network from client computers.

'''Terms'''

# Application/File server – server from Which SME will be launched for client log in hosting SME executable. (Can also host the database).
# Database server – server hosting the SME database (Can be the same as the application server or on another server).
# Common Files – folder where data related files are stored. This is the default database location on servers/computers hosting both the database and the application.
# Alias62.ini – file containing the connection information allowing SME to connect to the database.

'''Steps'''

# Install or configure MS SQL.
# Configure the SME database for remote connections in MS SQL Configuration Utility and in MS SQL Server Management Studio.
# Configure MS SQL instance for ‘CLR’ Dot Net common language runtime access.
# Install SME on the Application/File Server.
# Create the Alias62.ini from the Application/File server while on the Data Server to allow SME connection to the database.
# Create or move the database either on the local computer or on the database server.

== MS SQL Server Installation ==

SME utilizes MS SQL Server for the database management. MS SQL Server must be installed and correctly configured before SME is installed. SME is compatible with MS SQL 2005 SP3, SQL Server 2008, SQL Server 2008 R2, Express or Enterprise versions. High5 Software recommends installing MS SQL 2008 R2 to attain the latest functionality for SQL Server. The free Express version of MS SQL 2008 R2 ‘Database with Advanced Features’ is available at the following link:

#[http://www.microsoft.com/express/Database/InstallOptions.aspx http://www.microsoft.com/express/Database/InstallOptions.aspx]

For server requirements consult the following Microsoft website ‘Hardware and Software Requirements for Installing SQL Server 2008 R2’.

[http://msdn.microsoft.com/en-us/library/ms143506.aspx http://msdn.microsoft.com/en-us/library/ms143506.aspx]
 2. Note: For security reasons, Microsoft recommends that you do not install SQL Server 2008 R2 on a domain controller. SQL Server Setup will not block installation however you will be cautioned against the installation.
 3. For installation instructions consult the Microsoft MSDN ‘How to: Install SQL Server 2008 R2 (Setup)‘ at [http://msdn.microsoft.com/en-us/library/ms143219.aspx http://msdn.microsoft.com/en-us/library/ms143219.aspx]
 4. For a detailed installation step-by-step consult the following link:
 5. [http://www.mytechmantra.com/LearnSQLServer/Install_SQL_Server_2008_R2_P1.html http://www.mytechmantra.com/LearnSQLServer/Install_SQL_Server_2008_R2_P1.html]

Should you require assistance with the installation of MS SQL Server High 5 Software is available to assist.

After MS SQL is installed, configure the following settings:

# MS SQL 2005 SP3 and MS SQL 2008, 2008 R2.

* Open SQL Server Configuration Manager (Start> Run> MS SQL Server 2005> Configuration Tools> SQL Server Configuration Manager)
* Review the installed Services
** SQL Server - Data base server
** Full Text Search (This must be installed for SME to use advanced search functions)
** If using SQL Enterprise, start the MS SQL Agent.
* Expand SQL Service Network Configuration
** Click on Protocols for your instance name
** Enable Names Pipes
** Enalbe TCP/IP
** Right click on TCP/IP and select Properties.
*** Enable TCP on the ports (which ports depends on your server setup)
*** Clear the '0' from the TCP Dynamic field
*** Enter '1433' into the TCP Port (this may need ot be assigned to a different port if 1433 is consumed by another SQL instance)
** Click OK. (You will be warned about stopping and starting the SQL Service)
** Stop and restart the SQL Server instance.
* Close the Configuration Manager

 2. Launch MS SQL Management Studio

* Connect to your SQL instance.
* Right click on SQL Server you have selected
* Select Properites and select the 'Connections' page
* Make sure that the 'Remote Server Connections' - 'Allow remote connections to this server' has been selected.

[[File:RemoteServerConnection.png]]
*Click on the 'Security page and make sure 'SQL Server and Windows Authentication mode' is selected

[[File:ServerAuthentication.png]]

Should you require assistance with configuration, High 5 Software is available to assist.

== Install SME on the Application/File server==

* Download the SME installer from the following link:

[http://high5software.com/downloads/sme72/SME5andSQLinkSetup.exe http://high5software.com/downloads/sme72/SME5andSQLinkSetup.exe]
* Install SME with the following expections
* Do not launch SME when the installation completes.
* Do not create a database at this time
* Delete any Alias62.ini files in the High5Software installation folder.
* SME default installation is at the location referenced below. If you install into another location, change your file paths accordingly
* Create a new folder in the C:\User\Public\High5Software\Data for your company database as C:\Users\Public\High5Software\Data\<YourCompany>. This will be the 'Common Files' location.

== Launch SME and create the database ==

If you are setting up a new database or connecting to an existing database that resides on another server such as a Data Server you must log on to the server, browse via UNC/Network to the Application Server SME folder and launch SME from the sme5.exe executable.

* Connection Properties:

[[File:SetupForInitialCompany.png]]

* Server Name (Pick from the list or enter manually) - Selet your MS SQL Server instance
* Login info:
** For new databases set to: 'Use Windows integrated security' until the database has been built.
** For existing databases, you may need to use SQL Authentication- 'Use a specific name and password'. Not that Step 5 below explains setting up a SQL login.
* '''Database Name/Company Name'''
** First, Type your database name in the 'Database Name' field or if connecting to an existing database, select it from the list. (Note: On SQL 2008 your permission settings MUST be properly configured to allow for selection of the database).
** If connecting to an existing database that is running under the MS SQL Server instance the database will be in the dropdown.
** '''Second''', Cop and paste the Database name into the 'Company Name' field or select from the dropdown.
* '''Common File Path'''
** Browse to the location of the 'Common Files' set in step '1-h' and if the database is on the same server use the local/physical drive path for the new databases: C:\Users\Public\High5Software\Data\<MyCompany>
** '''Note:''' if you are connecting from another server or connecting to an existing database, use the UNC path: \\ServerName:\Users\Public\High5Software\Data\<MyCompany>
* ''' Database Path'''
** ''' For New Databases:''' Browse to the location of the 'Common Files' set in step '1-h' and if the database is on the same server use the local/physical drive path for new databases: C:\Users\Public\High5Software\Data\<MyCompany>
** ''' Note:''' if you are connecting from another server, use the UNC path: \\ServerName:\Users\Public\High5Software\Data\<MyCompany>

* Your 'Set up for Initial Company' should look like the above screenshot
* Click OK
* If creating a new database you will get the following Prompt. If connecting to an existing databse, SME will launch

[[File:Confirm.png]]

* Click 'Yes'
* Click 'Yes' at the following Prompt

[[File:Attention_changes.png]]

* Click No at the following prompt as the database does not yet exist

[[File:Warning_Backup.png]]

* You will receive the following prompt when the database has been created.
* SME will install the routines/assemblies

[[File:RebuildingLibrary.png]]

* SME will process the tables.

[[File:ProcessingProposal.png]]

* SME will build the 'Full Text Indexes'

[[File:ProcessingZones.png]]

* SME will display the 'Finished' dialogue when it has completed building the routines/assemblies.

== Configure the SME database options in MS SQL Management Studio ==

* Launch the MS SQL Management Studio Express tool

[[File:LaunchSQLManagementStudio.png]]

* Click Connect to connect to your SQL Server

[[File:ConnectToServer.png]]

==Set permissions for SME Assemblies ==

Perform the following procedure to enable CLR and to set permissions for SME Assemblies
* Paste or type the following into a Query Window in MS SQL Management Studio:
* Click on New Query. (Right below the File Menu item)
* Copy the queries below and paste into the query window.

--- enable clr

sp_configure 'show advanced options', 1;
GO

RECONFIGURE;

GO

sp_configure 'clr enabled', 1;
GO

RECONFIGURE;

GO

--- set owner to sa

USE [dbname]

EXEC sp_changedbowner 'sa'

GO

--- set trustworthy

ALTER DATABASE [dbname] SET TRUSTWORTHY ON;

Note: you may need to retype the query since copy and paste can include hidden characters that will not allow the query to run.

Click the Execute button

== Setting up a SQL Server login ==

* Go to Logins and select New

[[File:NewLogin.png]]

* Setup as follows:
* General page:
* Name = SMELogin
* Authentication= SQL Server authentication
* Password - enter a password
* Password Policy
* Uncheck Enforce Password Policy

== User Mapping ==

* Check your database name

[[File:DatabaseName.png]]

*In the role membership window, click Owner

[[File:RoleMembership.png]]

* Click OK
* Check the BuiltIn\Administrators & BuiltIn\User for Database mapping

[[File:BuiltIn.png]]

* User Mapping
* Check your database name

[[File:DatabaseName.png]]

* In the role membership window, click Owner

== Routines ==

SME now utilizes Routines for the database business logic. The routines MUST be present for SME to function properly. To ensure the routines are in place and properly configured, do the following:

* Open MS SQL Management Studio
* Expand the Databases object
* Expand your Database
* Expand 'Programmability'
* Expand 'Assemblies'

[[File:smeRoutines.png]]

* smeRoutines must be present. If it is not, contact High 5 Software support @ 360-293-3000 for assistance.

Installing SME

2012-06-21T21:32:32Z

JohnC: /* Launch SME and create the database */

'''Topics Covered'''

# Installing and Configuring MS SQL Server Installation – MS SQL 2005 SP3, 2008 R2.
# Installing SME as stand alone or on an Application Server.
# SME Application – SME executable.
# Common Files – SME Database related files location. Typically this location contains the database. When installing the database on a server that is separate from the application this folder will be referenced as the common files folder on the Application Server.
# Client setup – configuring SME to run across the network from client computers.

'''Terms'''

# Application/File server – server from Which SME will be launched for client log in hosting SME executable. (Can also host the database).
# Database server – server hosting the SME database (Can be the same as the application server or on another server).
# Common Files – folder where data related files are stored. This is the default database location on servers/computers hosting both the database and the application.
# Alias62.ini – file containing the connection information allowing SME to connect to the database.

'''Steps'''

# Install or configure MS SQL.
# Configure the SME database for remote connections in MS SQL Configuration Utility and in MS SQL Server Management Studio.
# Configure MS SQL instance for ‘CLR’ Dot Net common language runtime access.
# Install SME on the Application/File Server.
# Create the Alias62.ini from the Application/File server while on the Data Server to allow SME connection to the database.
# Create or move the database either on the local computer or on the database server.

== MS SQL Server Installation ==

SME utilizes MS SQL Server for the database management. MS SQL Server must be installed and correctly configured before SME is installed. SME is compatible with MS SQL 2005 SP3, SQL Server 2008, SQL Server 2008 R2, Express or Enterprise versions. High5 Software recommends installing MS SQL 2008 R2 to attain the latest functionality for SQL Server. The free Express version of MS SQL 2008 R2 ‘Database with Advanced Features’ is available at the following link:

#[http://www.microsoft.com/express/Database/InstallOptions.aspx http://www.microsoft.com/express/Database/InstallOptions.aspx]

For server requirements consult the following Microsoft website ‘Hardware and Software Requirements for Installing SQL Server 2008 R2’.

[http://msdn.microsoft.com/en-us/library/ms143506.aspx http://msdn.microsoft.com/en-us/library/ms143506.aspx]
 2. Note: For security reasons, Microsoft recommends that you do not install SQL Server 2008 R2 on a domain controller. SQL Server Setup will not block installation however you will be cautioned against the installation.
 3. For installation instructions consult the Microsoft MSDN ‘How to: Install SQL Server 2008 R2 (Setup)‘ at [http://msdn.microsoft.com/en-us/library/ms143219.aspx http://msdn.microsoft.com/en-us/library/ms143219.aspx]
 4. For a detailed installation step-by-step consult the following link:
 5. [http://www.mytechmantra.com/LearnSQLServer/Install_SQL_Server_2008_R2_P1.html http://www.mytechmantra.com/LearnSQLServer/Install_SQL_Server_2008_R2_P1.html]

Should you require assistance with the installation of MS SQL Server High 5 Software is available to assist.

After MS SQL is installed, configure the following settings:

# MS SQL 2005 SP3 and MS SQL 2008, 2008 R2.

* Open SQL Server Configuration Manager (Start> Run> MS SQL Server 2005> Configuration Tools> SQL Server Configuration Manager)
* Review the installed Services
** SQL Server - Data base server
** Full Text Search (This must be installed for SME to use advanced search functions)
** If using SQL Enterprise, start the MS SQL Agent.
* Expand SQL Service Network Configuration
** Click on Protocols for your instance name
** Enable Names Pipes
** Enalbe TCP/IP
** Right click on TCP/IP and select Properties.
*** Enable TCP on the ports (which ports depends on your server setup)
*** Clear the '0' from the TCP Dynamic field
*** Enter '1433' into the TCP Port (this may need ot be assigned to a different port if 1433 is consumed by another SQL instance)
** Click OK. (You will be warned about stopping and starting the SQL Service)
** Stop and restart the SQL Server instance.
* Close the Configuration Manager

 2. Launch MS SQL Management Studio

* Connect to your SQL instance.
* Right click on SQL Server you have selected
* Select Properites and select the 'Connections' page
* Make sure that the 'Remote Server Connections' - 'Allow remote connections to this server' has been selected.

[[File:RemoteServerConnection.png]]
*Click on the 'Security page and make sure 'SQL Server and Windows Authentication mode' is selected

[[File:ServerAuthentication.png]]

Should you require assistance with configuration, High 5 Software is available to assist.

== Install SME on the Application/File server==

* Download the SME installer from the following link:

[http://high5software.com/downloads/sme72/SME5andSQLinkSetup.exe http://high5software.com/downloads/sme72/SME5andSQLinkSetup.exe]
* Install SME with the following expections
* Do not launch SME when the installation completes.
* Do not create a database at this time
* Delete any Alias62.ini files in the High5Software installation folder.
* SME default installation is at the location referenced below. If you install into another location, change your file paths accordingly
* Create a new folder in the C:\User\Public\High5Software\Data for your company database as C:\Users\Public\High5Software\Data\<YourCompany>. This will be the 'Common Files' location.

== Launch SME and create the database ==

If you are setting up a new database or connecting to an existing database that resides on another server such as a Data Server you must log on to the server, browse via UNC/Network to the Application Server SME folder and launch SME fro mthe sme5.exe executable.

* Connection Properties:

[[File:SetupForInitialCompany.png]]

* Server Name (Pick from the list or enter manually) - Selet your MS SQL Server instance
* Login info:
** For new databases set to: 'Use Windows integrated security' until the database has been built.
** For existing databases, you may need to use SQL Authentication- 'Use a specific name and password'. Not that Step 5 below explains setting up a SQL login.
* '''Database Name/Company Name'''
** First, Type your database name in the 'Database Name' field or if connecting to an existing database, select it from the list. (Note: On SQL 2008 your permission settings MUST be properly configured to allow for selection of the database).
** If connecting to an existing database that is running under the MS SQL Server instance the database will be in the dropdown.
** '''Second''', Cop and paste the Database name into the 'Company Name' field or select from the dropdown.
* '''Common File Path'''
** Browse to the location of the 'Common Files' set in step '1-h' and if the database is on the same server use the local/physical drive path for the new databases: C:\Users\Public\High5Software\Data\<MyCompany>
** '''Note:''' if you are connecting from another server or connecting to an existing database, use the UNC path: \\ServerName:\Users\Public\High5Software\Data\<MyCompany>
* ''' Database Path'''
** ''' For New Databases:''' Browse to the location of the 'Common Files' set in step '1-h' and if the database is on the same server use the local/physical drive path for new databases: C:\Users\Public\High5Software\Data\<MyCompany>
** ''' Note:''' if you are connecting from another server, use the UNC path: \\ServerName:\Users\Public\High5Software\Data\<MyCompany>

* Your 'Set up for Initial Company' should look like the above screenshot
* Click OK
* If creating a new database you will get the following Prompt. If connecting to an existing databse, SME will launch

[[File:Confirm.png]]

* Click 'Yes'
* Click 'Yes' at the following Prompt

[[File:Attention_changes.png]]

* Click No at the following prompt as the database does not yet exist

[[File:Warning_Backup.png]]

* You will receive the following prompt when the database has been created.
* SME will install the routines/assemblies

[[File:RebuildingLibrary.png]]

* SME will process the tables.

[[File:ProcessingProposal.png]]

* SME will build the 'Full Text Indexes'

[[File:ProcessingZones.png]]

* SME will display the 'Finished' dialogue when it has completed building the routines/assemblies.

== Configure the SME database options in MS SQL Management Studio ==

* Launch the MS SQL Management Studio Express tool

[[File:LaunchSQLManagementStudio.png]]

* Click Connect to connect to your SQL Server

[[File:ConnectToServer.png]]

==Set permissions for SME Assemblies ==

Perform the following procedure to enable CLR and to set permissions for SME Assemblies
* Paste or type the following into a Query Window in MS SQL Management Studio:
* Click on New Query. (Right below the File Menu item)
* Copy the queries below and paste into the query window.

--- enable clr

sp_configure 'show advanced options', 1;
GO

RECONFIGURE;

GO

sp_configure 'clr enabled', 1;
GO

RECONFIGURE;

GO

--- set owner to sa

USE [dbname]

EXEC sp_changedbowner 'sa'

GO

--- set trustworthy

ALTER DATABASE [dbname] SET TRUSTWORTHY ON;

Note: you may need to retype the query since copy and paste can include hidden characters that will not allow the query to run.

Click the Execute button

== Setting up a SQL Server login ==

* Go to Logins and select New

[[File:NewLogin.png]]

* Setup as follows:
* General page:
* Name = SMELogin
* Authentication= SQL Server authentication
* Password - enter a password
* Password Policy
* Uncheck Enforce Password Policy

== User Mapping ==

* Check your database name

[[File:DatabaseName.png]]

*In the role membership window, click Owner

[[File:RoleMembership.png]]

* Click OK
* Check the BuiltIn\Administrators & BuiltIn\User for Database mapping

[[File:BuiltIn.png]]

* User Mapping
* Check your database name

[[File:DatabaseName.png]]

* In the role membership window, click Owner

== Routines ==

SME now utilizes Routines for the database business logic. The routines MUST be present for SME to function properly. To ensure the routines are in place and properly configured, do the following:

* Open MS SQL Management Studio
* Expand the Databases object
* Expand your Database
* Expand 'Programmability'
* Expand 'Assemblies'

[[File:smeRoutines.png]]

* smeRoutines must be present. If it is not, contact High 5 Software support @ 360-293-3000 for assistance.

Customers

2012-06-18T23:19:23Z

JohnC: /* Account Tab */

<videoflash>Ybxk061nD60</videoflash>

 There are a couple ways to create a new customer.

# Select New > Customer.
# The Customer module will open with an empty customer record.
# Fill out the record and click Save

Another way to create a new customer:

# Select the '''Customer module'''.
# Click '''New'''.

== Details and Settings Tab ==

On this tab, you can track the site, billing and mailing address using the tabs along the left. All of these addresses can be the same or they could all be different.

'''If the site, billing and mailing information is the same:'''

# Fill out the '''Site''' tab with the company and address information.
# Select the '''Billing''' tab.
# Click '''Set From Site''' (circled in image below).
# The address from the Site tab will populate the Billing tab.
# Select the '''Mailing''' tab.
# Click '''Set From Site'''.
# The address from the Site tab will populate the Mailing tab.

In some cases you may have one customer you are working with and you have multiple job sites for them. You can create a parent child relationship. If you do this, you could look up the parent company and find all of the related “child” companies.

'''To create a parent – child company structure:'''

First, create a company record for the “parent” company. Usually the information on the Site and Billing tab for the parent is going to be the same. When that is created, you can then create the "child".

# Create a company record for the “child” company.
# On the '''Site''' tab, enter the job site information.
# In the “child” record, select the '''Billing''' tab.
# Click '''Select Billing Company'''.
# In the window that displays, select the billing or “parent” company.
# Click S'''ave''' in the "child" company record.
# Notice the '''Full Name''' for the “child” company.

'''To see all “child’ companies for the “parent” company'''

# Select the “parent” company.
# Select the '''Associated Companies''' tab.
# All related “child” companies will be listed.

'''To add a contact to a company record'''

# Click your cursor in the '''Contact''' field.
# Type the contact name.
# Tab to the next field and the '''Contact Editor''' will display. (image on the right)
# Fill out the contact information.
# Click '''OK'''.

'''Account #''' - Based on the settings your SME Administrator setup, this field is auto populated when you save the company record.

'''Balance''' - Displays the amount due for all open invoices for the customer. This is a calculation and it is not an editable field.

'''Salesperson''' - Select from the salesperson in the Salesperson drop down. The names in this drop down are determined by your SME Administrator.

'''Division''' - The drop down can be customized by your SME Administrator. Once you collect this information for your customers, you can sort your customers by division.

'''Status''' - This is a text field to type a quick message that is visible here on the Details and Settings tab.

'''URL''' - Type the customers website address

'''Location''' - Warehouse location for customer equipment in your warehouse

'''Messages''' - The messages box contains a list of emailed notifications, as well as calculated data based on current information. For example if account is past due, if maintenance/warranty has expired, when the next activity is scheduled for the customer, etc. Clearing the message clears the notification messages, but the calculated messages are always there.

== Account Tab ==

On this tab you will find your customer’s account information. Depending on the permissions set by your SME Administrator, this tab may be hidden from view. At the bottom of the tab, find the customer’s balance due.
{| class="MsoTableGrid" style="border-collapse: collapse; border: none; mso-yfti-tbllook: 1184; mso-padding-alt: 0in 5.4pt 0in 5.4pt; mso-border-insidev: none"
|- style="mso-yfti-irow: 0; mso-yfti-firstrow: yes"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Terms'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
Select the default billing terms for the customer. When creating an invoice, you can always change the terms.
|- style="mso-yfti-irow: 1"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Purchase Order Required'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
If checked, any service or install order created for the customer will require a PO# to be entered on the order.
|- style="mso-yfti-irow: 2"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Tax ID'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
Type in the customers Tax ID
|- style="mso-yfti-irow: 3"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Finance Charge'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
Enter the finance charge
|- style="mso-yfti-irow: 4"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Source'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
Enter the source of this customer
|- style="mso-yfti-irow: 5"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Printed Comments'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
If this field is on a report, the text typed in the field will display on the report (e.g. invoice, orders)
|- style="mso-yfti-irow: 6"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Last Service'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
Date populated based on the latest Date Opened field on the companies work orders. The Date Opened field is auto-populated with the date you created the order, but it can be changed.
|- style="mso-yfti-irow: 7"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Customer Since'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
The date field is auto-populated with the date you created the company record. You can change the date as necessary.
|- style="mso-yfti-irow: 8"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Business Type'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
You can select the type of business. This drop down list can be customized by your SME Administrator.
|- style="mso-yfti-irow: 9; height: .25in"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt; height: .25in" width="169" valign="top" |
'''Business Hours'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt; height: .25in" width="709" valign="top" |
As a reference, type the business hours.
|- style="mso-yfti-irow: 10; height: 3.5pt"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt; height: 3.5pt" width="169" valign="top" |
'''Primary Technician'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt; height: 3.5pt" width="709" valign="top" |
When you add labor to an order for this company, the primary technician will populate the Technician field on the Labor Editor. You can select another technician in the Labor Editor as needed.
|- style="mso-yfti-irow: 11"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Secondary Technician'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
Select a secondary technician. In an order for the customer, you can reference the secondary technician field.
|- style="mso-yfti-irow: 12"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Warn on Past Due'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
The following message will populate the message field on Details and Settings tab: “Account is past due”
|- style="mso-yfti-irow: 13"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Class'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
If you are syncing SME with QuickBooks, this drop down should match your Class list in QuickBooks.
|- style="mso-yfti-irow: 14; mso-yfti-lastrow: yes"
| style="width: 126.9pt; border: none; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Converted from Sales on'''
| style="width: 531.9pt; border: none; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
Auto-populated date showing when you converted the company from a Lead to a Customer. No date will display if the company was created directly in the customer module. This date cannot be edited.
|}

== Rates Tab ==

The rates tab is where you can set up special pricing for the customer and tax information.
[[File:Customer_RatesTab.png]]
{|
| style="width: 1.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="139" valign="top" |
'''Price Book'''
| style="width: 7.7in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="739" valign="top" |
Select the price book for the customer here and all pricing on orders will be based on the rules set up in the price book.
|-
| style="width: 1.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="139" valign="top" |
'''Premium Hour'''
| style="width: 7.7in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="739" valign="top" |
Enter an amount you want to charge the customer for every order. It will show in the''' Premium''' field on the '''Totals''' tab in the order.
|-

| style="width: 1.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="139" valign="top" |

'''Trip Charge'''

| style="width: 7.7in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="739" valign="top" |

Enter the trip charge amount you want to populate every order for the customer. It will show in the '''Trip Charge''' field on the '''Totals''' tab in the order.
|-

| style="width: 1.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="139" valign="top" |
'''Tax Group/Code'''
| style="width: 7.7in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="739" valign="top" |
Select the appropriate tax group for the customer. Your SME Administrator will set these up based on your needs.
|-
| style="width: 1.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="139" valign="top" |
'''Excise Tax Rate'''
| style="width: 7.7in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="739" valign="top" |
Enter the excise tax rate.

<nowiki>**NOTE**</nowiki> In order for this tax to be calculated on an order, your SME Administrator must check “Apply Excise Tax” in the Setup module > Company > Order .
|-

| style="width: 1.45in; border: medium none; padding: 0in 5.4pt" width="139" valign="top" |

'''Calculate Excise Tax'''
| style="width: 7.7in; border: medium none; padding: 0in 5.4pt" width="739" valign="top" |
Check here for SME to calculate the Excise Tax on orders
|-

| style="width: 1.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="139" valign="top" |

'''SLA Category'''

| style="width: 7.7in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="739" valign="top" |

Set SLA Category for your customer. Any order or itemized invoice you create for the customer will have the SLA category on the record. [[SLA Category]]
|-
|}

== Install Info Tab ==

This tab gives you an overview of the customer site. You may have individual maintenance contracts for the customer as well.

[[Image:InstallInfoTab.png]]

{| class="MsoTableGrid" style="border-collapse: collapse; border: medium none" border="1"
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Installer'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Technician that did the install
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Warranty Exp.'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Set the date for warranty expiration. If “Warn on Expiration” is checked and it is past the date, the following message will populate the message field on Details and Settings: “Warranty expired: x/x/20xx”
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Maintenance Exp.'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Set the date for maintenance expiration. If “Warn on Expiration” is checked and it is past the date, the following message will populate the message field on Details and Settings: “Maintenance expired: x/x/20xx”
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Minimum Prepaid Services'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Set the minimum prepaid services required for this customer. SME will compare the amount here to the amount entered on '''Customer Activity''' tab > '''Prepaid Services'''. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid services reached x/x/20xx”
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Minimum Prepaid Hours'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Set the minimum prepaid hours required for this customer. SME will compare the amount here to the amount entered on '''Customer Activity''' tab > '''Prepaid Hours'''. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid hours reached x/xx/20xx”
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''System'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Your SME Administrator may have customized this field. Choose the system associated with this customer.
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''LD Carrier'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Long Distance Carrier
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Maintenance Costs'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Type the maintenance cost for the customer. This is not linked to a maintenance contract.
|}

<div class="clear"></div>

== Customer Lists Tab ==

The Customer Lists tab provides access to more tabs. Here you can access all contacts related to the customer and a list of the customer equipment.

[[File:CustomerListsTAb.jpg]]

§ '''Contacts''' – Add and edit company contacts

§ '''Equipment''' – Access equipment at the customer site (also use the Customer Equipment module for more functionality)

§ '''IP Addresses''' – Hide this tab if it isn’t relevant

§ '''Phone Lines''' – Hide this tab if it isn’t relevant

§ '''Systems''' – Add your customer’s systems. Hide this tab if it isn’t relevant.

§ '''Subcontractors''' – Associate a subcontractor using this tab. It is used as reference.

'''Contacts – Add new contacts'''

# Select the '''Customer''' Lists tab.
# On the '''Contacts''' tab, click '''New'''.
# In the Contact Editor that opens, fill out the contact information.
# Click '''OK'''.

'''Contact Pref''' – select their preferred contact method (list to be customized by your SME Administrator

'''Contact role''' – select the contacts role within their organization (list to be customized by your SME Administrator)

'''Web Access Password''' - If you are using WebConnect with SME, this is where you would assign the contact a login to WebConnect.

== Customer History Tab ==
In the Customer Activity tab, you can access all order history, invoice history, payment history and more. Depending on the permissions set by your SME Administrator, you may not see all the tabs shown in the screenshot below.
[[File:CustomerHIstoryTab.png]] 
'''Service'''

On the Service tab you can access all service order history for the selected customer.
* Select an order and click '''Quick View''' to open the order in another window.
* Double click on the order to jump to the order in the Service Order module.
* Click on the column headers to sort orders.
* Drag and drop the column headers to change the column order.
* Right click on any order and select '''Export to Excel''' to open the data in Excel.
* Select '''Open''', '''Closed''', '''Invoiced''' or '''All''' to change the orders displayed based on the status selected.

[[File:byStatus.jpg]]

'''Install'''

The Install tab is similar to the Service tab. The only difference is it lists Install Orders for the company selected. See instructions for Service above.

'''Recurring Orders'''

View all recurring orders for the customer. Set up new recurring orders in the Recurring Orders module, or by clicking '''New''' on this tab.

'''Invoices'''

# Access all invoices for the customer.
# Click on the column headers to sort by column.
# Select '''Open''', '''Closed''' or '''All''' to change the invoices displayed based on the status selected.
# Select an invoice and click '''Quick View''' to open the invoice in a new window. This allows you to stay in the Customer module.
# Select an invoice and click '''Edit''' to jump to the invoice in the Invoicing module.
# Right click on any invoice and select '''Export to Excel''' to open data in Excel.

 *NOTE* This tab may be hidden from your view based on permissions. This tab may be hidden from your view based on permissions.

 Click '''New Itemized Invoice''' – brings you to the Invoicing module with a new itemized invoice open for the customer. An itemized invoice isn’t linked to an order.

 Click '''New Combined Invoice''' – brings you to the Invoicing module with a new combined invoice open for the customer.
Payments

 On the Payments tab you can access all customer payment history. This tab may be hidden from your view based on permissions set by your SME Administrator.

# Select a payment and click Quick View to open the payment in another window. This keeps you in the Customer module.
# Click on the column headers to sort orders.
# Double click on the payment to jump to the payment in the Payment module.
# Drag and drop the column headers to change the column order.
# Select Payment, Credit or All to change the payments displayed based on the status selected.
# Right click on any payment, select Export to Excel to open the data in Excel.

'''Proposals '''

In the Proposals tab, you can access proposal history for your customer.

* Double click on the proposal to jump to the Proposal module.
* Select the proposal and click Quick View to open the proposal in a new window. This keeps you in the Customer module.

'''contacts '''

Access all maintenance contacts for your customer here. Click New to create a new Maintenance Contract for the customer or select a contract on the tab and click Edit to edit an existing contract.

'''Recurring'''

Access all recurring invoices for your customer in this tab. Click New to create a new recurring invoice or click Edit to edit an existing contract.

'''Deposits '''

To record deposits customers made

# Click '''New'''.
# Select how they paid in the '''Pay Type''' section.
# Fill out the '''Payment Amount''' and remaining fields.
# Click '''OK'''.

The deposit is recorded for the customer. You can see the '''Deposit on Account''' on the Account tab.
 [[File:DepositOnAccount.jpg]]
 The deposit can be applied to invoices created for the customer. When creating an invoice for the customer, you will be prompted to type the amount of deposit you want to apply to an invoice (circled in image below)
 [[File:DepositApply.jpg]]

'''Prepaid Hours'''

Enter any hours here pre-paid by your customer

# '''Date''' and '''Taken By''' will be auto-populated. Change as necessary.
# '''Quantity''' – hours of labor pre-paid for
# '''Rate'''- hourly rate
# '''Total''' – this field calculates the total amount paid.

If a customer has prepaid hours available, when adding labor to a work order, the prepaid balance will display (circled in the image below). Fill out the Labor Editor as you normally would, but make sure you update the hours used in the circled field. This will reduce the prepaid hours balance.
[[File:PrepaidHours.jpg]]

'''Prepaid Services'''

You can add Prepaid Services and view all purchased or used prepaid services in this tab.

# '''Date''' and '''Taken By''' will be auto-populated. Change as necessary.
# '''Quantity''' – hours of service
# '''Rate'''- hourly rate
# '''Total''' – this field calculates the total amount paid.

Next time you add a service to an order for this company, there will be an additional field (circled below) showing Prepaid Items in the '''Service Item Editor'''.
 [[File:PrepaidItems.jpg]]

'''Item Repair'''

If a work order was created for the customer to repair some of their equipment, this tab will list the equipment to repair. Double click on the item and you can see what which equipment, the repair requested and repair performed.

== Associated Companies Tab ==

If you have parent/child relationships set-up between your companies, you can access this tab on the parent company to see all child companies. See the Details and Settings portion of this document to see how to set up parent-child relationship.

[[File:AssociatedCompanies.jpg]]

== Notifications Tab ==

Set email or pop-up notification for your customer in this tab. Your SME Administrator will create the types of notifications that you can set for your customers.

Your administrator can select which modules these notifications are available for and what type of action taken prompts the notification (e.g. Adding, Editing, Deleting, or Closing the record in the customer module.)

 1. On the '''Notifications''' tab, click '''New'''.

[[File:Notification.jpg]]

2. Select the '''Notification Type'''. If this drop down field is empty, your SME Administrator hasn’t set up any notifications for this module yet.

3. Check '''Send Email To''' and type the email address for the person that wants to be notified with activity for this customer.

4. Check '''Alert User''' to set a pop-up window to open when user and click '''Message'''. In the window that opens type the message you want your user to see.

**NOTE** if you don’t see the Notifications tab, then it was hidden from your view based on your user group permissions.