CustomerPortal and TechPortal Install Guide - Revision history

DavidH at 15:31, 23 August 2016

2016-08-23T15:31:07Z

← Older revision		Revision as of 15:31, 23 August 2016
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			<!--
	Customer side of the High5 Software Customer Portal and Email side install instructions.<br>		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		Note Tech Portal has been replaced with SME Mobile and is a separate setup
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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
			-->

DavidH at 15:21, 23 August 2016

2016-08-23T15:21:32Z

← Older revision		Revision as of 15:21, 23 August 2016
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	~~{{Talk archive}}~~
	Customer side of the High5 Software Customer Portal and Email side install instructions.<br>		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		Note Tech Portal has been replaced with SME Mobile and is a separate setup

DavidH at 15:21, 23 August 2016

2016-08-23T15:21:13Z

← Older revision		Revision as of 15:21, 23 August 2016
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	~~[[Archive~~ Customer Portal and ~~TechPortal~~ Install ~~Guide~~]]		{{Talk archive}}
			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>

			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>

			<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]]<br>

			<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>
			32bit www.high5software.com/downloads/webservices/SMEWebServices_x86.msi<br>
			64bit www.high5software.com/downloads/webservices/SMEWebServices_x64.msi<br>

			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]]<br>

			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 staff or router manual 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:<br>
			* IP address<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

DavidH: Replaced content with "Archive Customer Portal and TechPortal Install Guide"

2016-08-23T15:19:10Z

Replaced content with "Archive Customer Portal and TechPortal Install Guide"

← Older revision		Revision as of 15:19, 23 August 2016
Line 1:		Line 1:
	Customer ~~side of the High5 Software Customer Portal and Email side install instructions.<br>~~		[[Archive Customer Portal and TechPortal Install Guide]]
	~~Note Tech~~ Portal ~~has been replaced with SME Mobile and is a separate setup~~
	~~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>~~

	~~<h3>SME Version 8+(preferred) or 7.2</h3>~~
	~~WebServices for SME requires SME version 7.2 or later.<br>~~

	~~<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~~]]~~<br>~~

	~~<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>~~
	~~32bit www.high5software.com/downloads/webservices/SMEWebServices_x86.msi<br>~~
	~~64bit www.high5software.com/downloads/webservices/SMEWebServices_x64.msi<br>~~

	~~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]]<br>~~

	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 staff or router manual 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:<br>~~
	* IP address<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

Marks at 22:57, 8 April 2014

2014-04-08T22:57:43Z

← Older revision		Revision as of 22:57, 8 April 2014
Line 1:		Line 1:
	Customer side of the High5 Software Customer Portal and Email side install instructions.<br>		Customer side of the High5 Software Customer Portal and Email side install instructions.<br>
	~~<br>~~ Note Tech Portal has been replaced with SME Mobile and is a separate setup		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>

Marks at 22:57, 8 April 2014

2014-04-08T22:57:27Z

← Older revision		Revision as of 22:57, 8 April 2014
Line 48:		Line 48:
	* 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.		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 Options===

Marks at 22:56, 8 April 2014

2014-04-08T22:56:58Z

← Older revision		Revision as of 22:56, 8 April 2014
Line 1:		Line 1:
	Customer side of the High5 Software Customer~~,Tech~~ Portal and Email side install instructions.<br>		Customer side of the High5 Software Customer Portal and Email side install instructions.<br>
			<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 ~~7.1~~ or 7.2</h3>		<h3>SME Version 8+(preferred) or 7.2</h3>
	WebServices for SME requires SME version 7.1 or later.<br>		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>
Line 48:		Line 49:

	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.		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.

	~~===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===

ElliotD at 23:13, 3 January 2014

2014-01-03T23:13:24Z

← Older revision		Revision as of 23:13, 3 January 2014
Line 35:		Line 35:

	<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.		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==

ElliotD: changed Personal to staff

2014-01-03T23:11:56Z

changed Personal to staff

← Older revision		Revision as of 23:11, 3 January 2014
Line 35:		Line 35:

	<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 ~~personal~~ or manual for your router to configure this.		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.

	==Provide your Options and Settings==		==Provide your Options and Settings==

ElliotD: /* Provide your Options and Settings */

2014-01-03T23:03:16Z

Provide your Options and Settings

← Older revision		Revision as of 23:03, 3 January 2014
Line 47:		Line 47:
	* 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 information you need to access the public side of the Customer/Tech Portal.		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.

	===Tech Portal Options===		===Tech Portal Options===