LiveEngage and Microsoft Dynamics Integration Guide Document Version: 1.0 September 2017

Size: px
Start display at page:

Download "LiveEngage and Microsoft Dynamics Integration Guide Document Version: 1.0 September 2017"

Transcription

1 LiveEngage and Micrsft Dynamics Integratin Guide Dcument Versin: 1.0 September 2017

2 Cntents Intrductin... 3 Step 1: Sign Up... 3 CRM Widget Signing Up... 3 Step 2: Cnfiguring the CRM Widget... 4 Accessing the CRM Widget... 4 CRM Widget Settings and Cnfiguratin... 4 Cnfiguring Micrsft Dynamics... 6 Create a New Applicatin ID and Secret Entry... 6 Step 3: Setting up the Widget in LiveEngage... 9 Cnfigure the Widget n LiveEngage... 9 Dynamics Widget: Features and Capabilities Intrducing the Dynamics Widget Widget Search Capabilities Search Dynamics Recrds View Previus Chat Transcripts Create a New Accunt Recrd Create a New Cntact Recrd Create a New Lead Recrd Linking a Chat Transcript t an Existing Recrd

3 Intrductin The CRM Widget ffers integratin and cmmunicatin between LiveEngage 2.0 and mst ppular CRM/Ticketing slutin platfrms such as Freshdesk, NetSuite, Micrsft Dynamics, Sugar, and mre. This guide will walk yu thrugh the steps t install, cnfigure and use the Freshdesk Widget. The LiveEngage Freshdesk Widget will allw viewing Freshdesk infrmatin, the creatin f tickets, and attaching chat transcripts t the tickets, inside LiveEngage platfrm. If yu are currently subscribed t ther r different CRM/Ticketing slutin, please cntact yur Accunt Manager t btain the crrect User Guide. Step 1: Sign Up CRM Widget Signing Up 1. G t the signup URL: 2. Make sure yu chse Micrsft CRM Dynamics within the CRM Integratin drpdwn 3. Once yu ve signed up and gne thrugh the apprval prcess by a LivePersn Accunt Manager (within 1 business day), yu will receive an (please check yur SPAM/Junk flder) frm: CRM Widget SignUp N- 3

4 with subject: Yur CRM Widget Admin Prtal Infrmatin 4. The will prvide credentials required t access the admin panel, where yu culd cntinue t cnfigure the CRM Widget fr yur business use. Step 2: Cnfiguring the CRM Widget Accessing the CRM Widget This sectin describes hw t cnfigure the CRM Widget fr Micrsft Dynamics t be custmized fr LiveEngage use. CRM Widget Settings and Cnfiguratin 1. G t the admin panel, URL: 2. Please verify yur cmpany prfile infrmatin a. Frm Menu -> Settings -> Update Prfile b. T update/change cmpany prfile infrmatin: Cmpany Name, Cntact Name, , Username, and Passwrd 3. Navigate the URL t update/change the Widget Cnfiguratin: a. Frm Menu -> Settings -> Widget Cnfig (tab) 4

5 b. Enabling/disabling entities that can be created within Micrsft Dynamics c. Enabling/disabling hw chat transcript are t be linked/created within the Ntes sectin f enabled entities 4. Supprt Inf tab: See supprt , and prcess t pen a ticket fr supprt. a. Frm Menu -> Settings -> Supprt (tab) 5. LiveEngage inf tab: See the URL that will be required t setup the widget within LiveEngage a. Frm Menu -> Settings -> LE Widget Inf (tab) b. Versin and Build f Widget can als be viewed within this tab 6. Navigate the URL t update/change the license cnfiguratin: a. Frm Menu -> Custmer s Accunts b. Review yur CRM Widget Custmer Key 5

6 c. Click n the inf icn next t the details f the custmer key t mdify cnnectin t yur Micrsft Dynamics instance d. Enabling/ disabling the cnnectin t yur Micrsft Dynamics accunt and Micrsft Dynamics Client ID and Secret setup. [Detailed step-by-step, next sectin] e. Rename CRM Label (ptinal) 7. Agents and CRM Instances Mapping: This feature enables yu t assign an agent t CRM instances. Fr example, if yu have mre than 2 CRM instances and yu nly want sme agents t access t ne CRM while thers can access bth r all. T use this feature, please ensure the username matches with LiveEngage lgin ID. a. Frm Menu -> Agents -> click n New Agents Cnfiguring Micrsft Dynamics This sectin describes hw t cnfigure Micrsft Dynamics t allw ur CRM Widget t access yur data thrugh web services API. Create a New Applicatin ID and Secret Entry 6

7 Creating an Applicatin ID and Client Secret entry enables ur CRM Widget t access yur Micrsft Dynamics instance. Azure Active Directry Fr the CRM Widget t gain access t Micrsft Dynamics, an Azure Active Directry is required as part f the setup. Azure Active Directry allws fr seamless OAuth v2.0 integratin, s that prfile level permissins culd be applied, and a trusted third-party applicatin (CRM Widget) is registered t access the necessary cmpnents f Micrsft Dynamics. Frm Micrsft Azure Menu -> Azure Active Directry -> App Registratins -> New Applicatin Registratin Yu will need the fllwing infrmatin: 1. Name = Example [le-crmwidget] 2. Applicatin Type = Native 3. Redirect URI = 4. Then click Create After yu enter the abve inf, an entry will be created. In this example it is "le-crmwidget" Click n le-crmwidget" and fllw the steps belw: 7

8 1. Cpy the Applicatin ID, yu will need this later in the setup 2. Click n Required permissins 3. Click Add -> Select an API -> Dynamics CRM Online -> Select 4. Click Select permissin -> Access CRM Online as rganizatin user -> Select 5. Click n Keys, and enter the fllwing: a. Descriptin = Example [CRM Widget] b. Expires = Never c. Click Save, and Cpy the Value (this is the Client Secret) that it autgenerates, yu will need this later in the setup Micrsft CRM Dynamics Lgin t yur Micrsft CRM Dynamics as an admin, and fllw the steps belw: 1. Click n Settings -> Custmizatin -> Develper Resurces 2. Under the Instance Reference Infrmatin, Cpy the value within the field called Unique Name 3. This value (subdmain) will be needed later in the setup CRM Widget Setup Lgin t the CRM Widget Custmer Admin Panel ( and fllw the steps belw: 1. Click n the inf icn next t the details f the custmer key t mdify cnnectin t Micrsft Dynamics 8

9 2. Click n View -> Edit, next t the label Client ID a. Enter the Applicatin ID value frm Azure Active Directry setup b. Click OK t save 3. Click n View -> Edit, next t the label Client Secret a. Enter the Client Secret value frm Azure Active Directry setup b. Click OK t save 4. Click n View -> Edit, next t the label Subdmain a. Enter the Subdmain value frm Azure Active Directry setup b. Click OK t save Step 3: Setting up the Widget in LiveEngage Cnfigure the Widget n LiveEngage Nw that yu ve updated the CRM Widget prfile and license infrmatin, it is time t g t LiveEngage and cnfigure the widget. Nte: Yur LiveEngage user must be defined as an Administratr t cnfigure the widget. 1. Access Night Visin settings menu: click n the icn n the tp right f yur screen as shwn in the screensht belw: 2. Once in Night Visin, click n Agent Wrkspace Cnfiguratin 9

10 3. Click + icn t add a new widget. If yu have used up 5 widgets, please cntact yur LivePersn Accunt Manager. 4. Chse the name fr the Widget (yu can use Micrsft Dynamics t have MD as the widget label, if yu are using nly ne CRM, if yu are using multiple, then use CRM Widget ) 5. Chse Duble Widget r Triple Widget 10

11 6. Enter the fllwing URL this is fund in CRM Widget Settings and Cnfiguratin sectin, Step #5 7. Click n Add Visit Inf parameters and add this mapping: visitrname = Visitr Name. Then click +. Then click Save Parameters 11

12 8. Open the Advanced settings fr the LivePersn Integratin SDK 9. Click Save Define the fllwing URL under In case widget didn t lad, display the fllwing link Shw Link after - Define 60 secnds. This means that if the agent is nt lgged int Dynamics, after 60 secnds he/she will see the message yu defined with the link defined abve. Dynamics Widget: Features and Capabilities Overview Belw is an verview f the widget capabilities, in this sectin, we will cver the fllwing tpics: Intrducing the Dynamics Widget Widget Search Capabilities: Dynamics Recrds Previus Chat Transcripts Creating a New Accunt Recrd frm LiveEngage Creating a New Cntact Recrd frm LiveEngage Creating a New Lead Recrd frm LiveEngage Linking a Chat Transcript t an Existing Recrd Intrducing the Dynamics Widget Fllwing the abve cnfiguratin, yu may lgin t start wrking the new widget 12

13 Accept a chat, click n the Dynamics Widget and yu will be able t view and create accunts, cntacts and leads directly frm LiveEngage. The Administratr can change the CRM instances t a preferable alias thrugh CRM Widget Admin Panel Fr example, Dynamics instead f default Micrsft Dynamics. Nte: If yur Cmpany, is using mre than ne CRM, yur lgin screen culd have mre than ne CRM instance listed in the drpdwn. It depends n hw many CRMs yur cmpany is subscribed t. This list is autmatically generated based n yur APP_KEY that will be prvided by yur Accunt Manager. Widget Search Capabilities Search Dynamics Recrds The search bar in the Widget enables yu t search fr any matching cntents in fllwing standard Dynamics bjects: Accunt Object Cntact Object Lead Object Opprtunity Object Nte: If yu have a visitr name in yur pre-chat survey, the visitr name value will be autmatically ppulated in the search string and the search will be perfrmed nce yu click n the widget icn. 13

14 View Previus Chat Transcripts T view chat histry, click n the link f the recrd. It will expand ut and shwing the infrmatin in the tp sectin. The bttm sectin will shw all previus chat transcripts entries. Click n the specific transcript ID t see the full details f the chat transcripts as shw in the screen belw: 14

15 Create a New Accunt Recrd In case yu want t create a new Accunt recrd, click n the Create Accunt. Fill in all the relevant fields in the frm All required fields are dented with an asterisk (First Name, Last Name, , and Phne Number). Sme f these fields will be autmatically ppulated frm the answers prvided in the pre-chat survey (if pre-chat survey is enabled). Click Create t save. 15

16 Create a New Cntact Recrd In case yu want t create a new Cntact recrd, click n the Create Cntact. Fill in all the relevant fields in the frm All required fields are dented with an asterisk (First Name, Last Name, , Phne Number). Sme f these fields will be autmatically ppulated frm the answers prvided in the pre-chat survey (if pre-chat survey is enabled). Click Create t save. Create a New Lead Recrd In case yu want t create a new Lead recrd, click n the Create Lead. Fill in all the relevant fields in the frm 16

17 All required fields are dented with an asterisk (First Name, Last Name, , Phne Number, Cmpany). Sme f these fields will be autmatically ppulated frm the answers prvided in the pre-chat survey (if pre-chat survey is enabled). Click Create t save. Linking a Chat Transcript t an Existing Recrd In case the chat is related t an existing recrd, yu can link the chat t that relevant recrd in Dynamics. Yu can attach a current chat transcript t an Accunt, Cntact, Lead r Opprtunity recrd by clicking n the Link Chat buttn nce the sessin has ended. Nte: Link Chat can nly be dne when the chat sessin has ended. The Link Chat buttn is disabled thrughut an active engagement. The screen belw is shwn when the Link Chat is disabled r when chat is active. 17

18 Unlinking Chat Transcripts This functinality is currently nt available. Once a chat is linked t a recrd, it cannt be deleted, r unlinked frm the widget. If a change is needed, yu will need t lgin n Micrsft Dynamics frm a separate brwser and make a change frm there. This dcument, materials r presentatin, whether ffered nline r presented in hard cpy ("LivePersn Infrmatinal Tls") is fr infrmatinal purpses nly. LIVEPERSON, INC. PROVIDES THESE LIVEPERSON INFORMATIONAL TOOLS "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. The LivePersn Infrmatinal Tls cntain LivePersn prprietary and cnfidential materials. N part f the LivePersn Infrmatinal Tls may be mdified, altered, reprduced, stred in r intrduced int a retrieval system, r transmitted in any frm r by any means (electrnic, mechanical, phtcpying, recrding, r therwise), withut the prir written permissin f LivePersn, Inc., except as therwise permitted by law. Prir t publicatin, reasnable effrt was made t validate this infrmatin. The LivePersn Infrmatin Tls may include technical inaccuracies r typgraphical errrs. Actual savings r results achieved may be different frm thse utlined in the LivePersn Infrmatinal Tls. The recipient shall nt alter r remve any part f this statement. Trademarks r service marks f LivePersn may nt be used in any manner withut LivePersn's express written cnsent. All ther cmpany and prduct names mentined are used nly fr identificatin purpses and may be trademarks r registered trademarks f their respective cmpanies. LivePersn shall nt be liable fr any direct, indirect, incidental, special, cnsequential r exemplary damages, including but nt limited t, damages fr lss f prfits, gdwill, use, data r ther intangible lsses resulting frm the use r the inability t use the LivePersn Infrmatin Tls, including any infrmatin cntained herein LivePersn, Inc. All rights reserved. 18

Wave IP 4.5. CRMLink Desktop User Guide

Wave IP 4.5. CRMLink Desktop User Guide Wave IP 4.5 CRMLink Desktp User Guide 2015 by Vertical Cmmunicatins, Inc. All rights reserved. Vertical Cmmunicatins and the Vertical Cmmunicatins lg and cmbinatins theref and Vertical ViewPint, Wave Cntact

More information

User Guide. Document Version: 1.0. Solution Version:

User Guide. Document Version: 1.0. Solution Version: User Guide Dcument Versin: 1.0 Slutin Versin: 365.082017.3.1 Table f Cntents Prduct Overview... 3 Hw t Install and Activate Custmer Satisfactin Survey Slutin?... 4 Security Rles in Custmer Satisfactin

More information

AvePoint Pipeline Pro 2.0 for Microsoft Dynamics CRM

AvePoint Pipeline Pro 2.0 for Microsoft Dynamics CRM AvePint Pipeline Pr 2.0 fr Micrsft Dynamics CRM Installatin and Cnfiguratin Guide Revisin E Issued April 2014 1 Table f Cntents Abut AvePint Pipeline Pr... 3 Required Permissins... 4 Overview f Installatin

More information

BMC Remedyforce Integration with Remote Support

BMC Remedyforce Integration with Remote Support BMC Remedyfrce Integratin with Remte Supprt 2003-2018 BeyndTrust, Inc. All Rights Reserved. BEYONDTRUST, its lg, and JUMP are trademarks f BeyndTrust, Inc. Other trademarks are the prperty f their respective

More information

BMC Remedyforce Integration with Bomgar Remote Support

BMC Remedyforce Integration with Bomgar Remote Support BMC Remedyfrce Integratin with Bmgar Remte Supprt 2017 Bmgar Crpratin. All rights reserved wrldwide. BOMGAR and the BOMGAR lg are trademarks f Bmgar Crpratin; ther trademarks shwn are the prperty f their

More information

AvePoint Timeline Enterprise for Microsoft Dynamics CRM

AvePoint Timeline Enterprise for Microsoft Dynamics CRM AvePint Timeline Enterprise 1.0.2 fr Micrsft Dynamics CRM Installatin and Cnfiguratin Guide Revisin B Issued Nvember 2013 Timeline Enterprise fr Micrsft Dynamics CRM Install and Cnfig 1 Table f Cntents

More information

ClassFlow Administrator User Guide

ClassFlow Administrator User Guide ClassFlw Administratr User Guide ClassFlw User Engagement Team April 2017 www.classflw.cm 1 Cntents Overview... 3 User Management... 3 Manual Entry via the User Management Page... 4 Creating Individual

More information

To start your custom application development, perform the steps below.

To start your custom application development, perform the steps below. Get Started T start yur custm applicatin develpment, perfrm the steps belw. 1. Sign up fr the kitewrks develper package. Clud Develper Package Develper Package 2. Sign in t kitewrks. Once yu have yur instance

More information

Virtual Office

Virtual Office Virtual Office ---------------------------------------------------------------------------- ------- --------- Cpyright 2016, 8x8, Inc. All rights reserved. This dcument is prvided fr infrmatin purpses

More information

INSTALLING CCRQINVOICE

INSTALLING CCRQINVOICE INSTALLING CCRQINVOICE Thank yu fr selecting CCRQInvice. This dcument prvides a quick review f hw t install CCRQInvice. Detailed instructins can be fund in the prgram manual. While this may seem like a

More information

Your New Service Request Process: Technical Support Reference Guide for Cisco Customer Journey Platform

Your New Service Request Process: Technical Support Reference Guide for Cisco Customer Journey Platform Supprt Guide Yur New Service Request Prcess: Technical Supprt Reference Guide fr Cisc Custmer Jurney Platfrm September 2018 2018 Cisc and/r its affiliates. All rights reserved. This dcument is Cisc Public

More information

Using the Swiftpage Connect List Manager

Using the Swiftpage Connect List Manager Quick Start Guide T: Using the Swiftpage Cnnect List Manager The Swiftpage Cnnect List Manager can be used t imprt yur cntacts, mdify cntact infrmatin, create grups ut f thse cntacts, filter yur cntacts

More information

SmartPass User Guide Page 1 of 50

SmartPass User Guide Page 1 of 50 SmartPass User Guide Table f Cntents Table f Cntents... 2 1. Intrductin... 3 2. Register t SmartPass... 4 2.1 Citizen/Resident registratin... 4 2.1.1 Prerequisites fr Citizen/Resident registratin... 4

More information

Sircon User Guide A Guide to Using the Vertafore Sircon Self-Service Portal

Sircon User Guide A Guide to Using the Vertafore Sircon Self-Service Portal Sircn User Guide A Guide t Using the Vertafre Sircn Self-Service Prtal September 2016 Versin 16.8 Cntents Cntents Using the Vertafre Sircn Self-Service Prtal... 3 Lg In... 3 Hme Page... 4 Lg New Cases...

More information

Integrating QuickBooks with TimePro

Integrating QuickBooks with TimePro Integrating QuickBks with TimePr With TimePr s QuickBks Integratin Mdule, yu can imprt and exprt data between TimePr and QuickBks. Imprting Data frm QuickBks The TimePr QuickBks Imprt Facility allws data

More information

Click Studios. Passwordstate. RSA SecurID Configuration

Click Studios. Passwordstate. RSA SecurID Configuration Passwrdstate RSA SecurID Cnfiguratin This dcument and the infrmatin cntrlled therein is the prperty f Click Studis. It must nt be reprduced in whle/part, r therwise disclsed, withut prir cnsent in writing

More information

APPLY PAGE: LOGON PAGE:

APPLY PAGE: LOGON PAGE: APPLY PAGE: Upn accessing the system fr the first time, yu will land n the Apply Page. This page will shw yu any currently pen pprtunities that yu can apply fr, as well as any relevant deadlines r ther

More information

CMC Blade BIOS Profile Cloning

CMC Blade BIOS Profile Cloning This white paper describes the detailed capabilities f the Chassis Management Cntrller s Blade BIOS Prfile Clning feature. Authr Crey Farrar This dcument is fr infrmatinal purpses nly and may cntain typgraphical

More information

Date: October User guide. Integration through ONVIF driver. Partner Self-test. Prepared By: Devices & Integrations Team, Milestone Systems

Date: October User guide. Integration through ONVIF driver. Partner Self-test. Prepared By: Devices & Integrations Team, Milestone Systems Date: Octber 2018 User guide Integratin thrugh ONVIF driver. Prepared By: Devices & Integratins Team, Milestne Systems 2 Welcme t the User Guide fr Online Test Tl The aim f this dcument is t prvide guidance

More information

Using the Swiftpage Connect List Manager

Using the Swiftpage Connect List Manager Quick Start Guide T: Using the Swiftpage Cnnect List Manager The Swiftpage Cnnect List Manager can be used t imprt yur cntacts, mdify cntact infrmatin, create grups ut f thse cntacts, filter yur cntacts

More information

TRAINING GUIDE. Overview of Lucity Spatial

TRAINING GUIDE. Overview of Lucity Spatial TRAINING GUIDE Overview f Lucity Spatial Overview f Lucity Spatial In this sessin, we ll cver the key cmpnents f Lucity Spatial. Table f Cntents Lucity Spatial... 2 Requirements... 2 Setup... 3 Assign

More information

Kaltura Video Extension for SharePoint 2013 Deployment Guide for Microsoft Office 365. Version: 1.0

Kaltura Video Extension for SharePoint 2013 Deployment Guide for Microsoft Office 365. Version: 1.0 Kaltura Vide Extensin fr SharePint 2013 Deplyment Guide fr Micrsft Office 365 Versin: 1.0 Kaltura Business Headquarters 250 Park Avenue Suth, 10th Flr, New Yrk, NY 10003 Tel.: +1 800 871 5224 Cpyright

More information

Guidance for Submitting an application or Nomination in AAS Ishango Online System

Guidance for Submitting an application or Nomination in AAS Ishango Online System Guidance fr Submitting an applicatin r Nminatin in AAS Ishang Online System Histry f changes Versin Date Changes 1 Nv 2016 Current versin Pushing the centre f gravity t Africa 1 Table f Cntents 1 General

More information

REFWORKS: STEP-BY-STEP HURST LIBRARY NORTHWEST UNIVERSITY

REFWORKS: STEP-BY-STEP HURST LIBRARY NORTHWEST UNIVERSITY REFWORKS: STEP-BY-STEP HURST LIBRARY NORTHWEST UNIVERSITY Accessing RefWrks Access RefWrks frm a link in the Bibligraphy/Citatin sectin f the Hurst Library web page (http://library.nrthwestu.edu) Create

More information

Release Notes Version: - v18.13 For ClickSoftware StreetSmart September 22, 2018

Release Notes Version: - v18.13 For ClickSoftware StreetSmart September 22, 2018 Release Ntes Versin: - v18.13 Fr ClickSftware StreetSmart September 22, 2018 Cpyright Ntice Cpyright 2018 ClickSftware Technlgies Ltd. All rights reserved. N part f this publicatin may be cpied withut

More information

Stock Affiliate API workflow

Stock Affiliate API workflow Adbe Stck Stck Affiliate API wrkflw The purpse f this dcument is t illustrate the verall prcess and technical wrkflw fr Adbe Stck partners wh want t integrate the Adbe Stck Search API int their applicatins.

More information

Please contact technical support if you have questions about the directory that your organization uses for user management.

Please contact technical support if you have questions about the directory that your organization uses for user management. Overview ACTIVE DATA CALENDAR LDAP/AD IMPLEMENTATION GUIDE Active Data Calendar allws fr the use f single authenticatin fr users lgging int the administrative area f the applicatin thrugh LDAP/AD. LDAP

More information

VMware AirWatch Certificate Authentication for Cisco IPSec VPN

VMware AirWatch Certificate Authentication for Cisco IPSec VPN VMware AirWatch Certificate Authenticatin fr Cisc IPSec VPN Fr VMware AirWatch Have dcumentatin feedback? Submit a Dcumentatin Feedback supprt ticket using the Supprt Wizard n supprt.air-watch.cm. This

More information

Guidance for Applicants: Submitting an application in AAS Ishango Grants Management

Guidance for Applicants: Submitting an application in AAS Ishango Grants Management Guidance fr Applicants: Submitting an applicatin in AAS Ishang Grants Management Histry f changes Versin Date Changes 1 Nv 2016 Current versin Pushing the centre f gravity t Africa 1 Table f Cntents 1

More information

Managing Your Access To The Open Banking Directory How To Guide

Managing Your Access To The Open Banking Directory How To Guide Managing Yur Access T The Open Banking Directry Hw T Guide Date: June 2018 Versin: v2.0 Classificatin: PUBLIC OPEN BANKING LIMITED 2018 Page 1 f 32 Cntents 1. Intrductin 3 2. Signing Up 4 3. Lgging In

More information

Single File Upload Guide

Single File Upload Guide Single File Uplad Guide August 15, 2018 Versin 9.6.134.78 Single File Uplad Guide 1 Fr the mst recent versin f this dcument, visit ur dcumentatin website. Single File Uplad Guide 2 Table f Cntents 1 Single

More information

USO RESTRITO. SNMP Agent. Functional Description and Specifications Version: 1.1 March 20, 2015

USO RESTRITO. SNMP Agent. Functional Description and Specifications Version: 1.1 March 20, 2015 Functinal Descriptin and Specificatins Versin: 1.1 March 20, 2015 SNMP Agent Simple Netwrk Management Prtcl Optin S fr IE and PM Mdules Supplement t Functinal Descriptin and Specificatins f RUB Ethernet

More information

CLIC ADMIN USER S GUIDE

CLIC ADMIN USER S GUIDE With CLiC (Classrm In Cntext), teaching and classrm instructin becmes interactive, persnalized, and fcused. This digital-based curriculum, designed by Gale, is flexible allwing teachers t make their classrm

More information

Online Banking for Business USER GUIDE

Online Banking for Business USER GUIDE Online Banking fr Business estatements USER GUIDE Cntents Cntents... 1 Online Banking fr Business Getting Started... 2 Technical Requirements... 2 Supprted brwsers... 2 Minimum system requirements... 2

More information

Entering an NSERC CCV: Step by Step

Entering an NSERC CCV: Step by Step Entering an NSERC CCV: Step by Step - 2018 G t CCV Lgin Page Nte that usernames and passwrds frm ther NSERC sites wn t wrk n the CCV site. If this is yur first CCV, yu ll need t register: Click n Lgin,

More information

Click Sign In button. Click Register Employer. Click Forgot Username and/or Password to Create a unique user ID and password.

Click Sign In button. Click Register Employer. Click Forgot Username and/or Password to Create a unique user ID and password. Virtual OneStp (VOS) Emplyer User Lgging In If yu dn t have an accunt: If yu have an accunt: Click the Hme page graphic, the Start here r Enter yur user ID and passwrd. Click here links, r the Nt Registered?

More information

OASIS SUBMISSIONS FOR FLORIDA: SYSTEM FUNCTIONS

OASIS SUBMISSIONS FOR FLORIDA: SYSTEM FUNCTIONS OASIS SUBMISSIONS FOR FLORIDA: SYSTEM FUNCTIONS OASIS SYSTEM FUNCTIONS... 2 ESTABLISHING THE COMMUNICATION CONNECTION... 2 ACCESSING THE OASIS SYSTEM... 3 SUBMITTING OASIS DATA FILES... 5 OASIS INITIAL

More information

Oracle Universal Records Management Oracle Universal Records Manager Adapter for Documentum Installation Guide

Oracle Universal Records Management Oracle Universal Records Manager Adapter for Documentum Installation Guide Oracle Universal Recrds Management Oracle Universal Recrds Manager Adapter fr Dcumentum Installatin Guide December 2009 Universal Recrds Manager Adapter fr Dcumentum Installatin Guide, Cpyright 2009, Oracle.

More information

HP Universal CMDB. Software Version: Backup and Recovery Guide

HP Universal CMDB. Software Version: Backup and Recovery Guide HP Universal CMDB Sftware Versin: 10.21 Backup and Recvery Guide Dcument Release Date: July 2015 Sftware Release Date: July 2015 Backup and Recvery Guide Legal Ntices Warranty The nly warranties fr HP

More information

Information on using ChurchApp

Information on using ChurchApp Infrmatin n using ChurchApp 1. Intrductin What is ChurchApp? ChurchApp is an nline system which enables us t d many things at its mst simple level it serves as an nline address bk fr Emmanuel; we are als

More information

Campuses that access the SFS nvision Windows-based client need to allow outbound traffic to:

Campuses that access the SFS nvision Windows-based client need to allow outbound traffic to: Summary This dcument is a guide intended t guide yu thrugh the prcess f installing and cnfiguring PepleTls 8.55.27 (r current versin) via Windws Remte Applicatin (App). Remte App allws the end user t run

More information

OATS Registration and User Entitlement Guide

OATS Registration and User Entitlement Guide OATS Registratin and User Entitlement Guide The OATS Registratin and Entitlement Guide prvides the fllwing infrmatin: OATS Registratin The prcess and dcumentatin required fr a firm r Service Prvider t

More information

Demand Forecasting. For. Microsoft Dynamics 365 for Operations. Technical Guide. Release 7.1. December 2017

Demand Forecasting. For. Microsoft Dynamics 365 for Operations. Technical Guide. Release 7.1. December 2017 Demand Frecasting Fr Micrsft Dynamics 365 fr Operatins Technical Guide Release 7.1 December 2017 2017 Farsight Slutins Limited All Rights Reserved. Prtins cpyright Business Frecast Systems, Inc. This dcument

More information

Enrolling onto the Open Banking Directory How To Guide

Enrolling onto the Open Banking Directory How To Guide Enrlling nt the Open Banking Directry Hw T Guide Date: Octber 2017 Versin: v3.0 Classificatin: PUBLIC OPEN BANKING LIMITED ENROLLING ONTO THE OPEN BANKING DIRECTORY Page 1 f 14 Cntents 1. Intrductin 3

More information

Imagine for MSDNAA Student SetUp Instructions

Imagine for MSDNAA Student SetUp Instructions Imagine fr MSDNAA Student SetUp Instructins --2016-- September 2016 Genesee Cmmunity Cllege 2004. Micrsft and MSDN Academic Alliance are registered trademarks f Micrsft Crpratin. All rights reserved. ELMS

More information

Guide for Referees 2018

Guide for Referees 2018 Guide fr Referees 2018 This dcument is prvided t assist yu in submitting a Referee s reference fr applicatins under the 2018 Gvernment f Ireland Pstdctral Fellwship Scheme. The deadline fr submitting yur

More information

TIBCO Statistica Options Configuration

TIBCO Statistica Options Configuration TIBCO Statistica Optins Cnfiguratin Sftware Release 13.3 June 2017 Tw-Secnd Advantage Imprtant Infrmatin SOME TIBCO SOFTWARE EMBEDS OR BUNDLES OTHER TIBCO SOFTWARE. USE OF SUCH EMBEDDED OR BUNDLED TIBCO

More information

Procurement Contract Portal. User Guide

Procurement Contract Portal. User Guide Prcurement Cntract Prtal User Guide Cntents Intrductin...2 Access the Prtal...2 Hme Page...2 End User My Cntracts...2 Buttns, Icns, and the Actin Bar...3 Create a New Cntract Request...5 Requester Infrmatin...5

More information

SUPPLIER CONNECTION SUPPLIER REFERENCE GUIDE FOR LEAR SUPPLIERS

SUPPLIER CONNECTION SUPPLIER REFERENCE GUIDE FOR LEAR SUPPLIERS SUPPLIER CONNECTION SUPPLIER REFERENCE GUIDE FOR LEAR SUPPLIERS T ABLE OF C ONTENTS Table f Cntents... 1 Intrductin... 2 Target Audience... 2 Objectives... 2 Other Resurces... 2 Assumptins... 2 Verify

More information

RISKMAN REFERENCE GUIDE TO USER MANAGEMENT (Non-Network Logins)

RISKMAN REFERENCE GUIDE TO USER MANAGEMENT (Non-Network Logins) Intrductin This reference guide is aimed at managers wh will be respnsible fr managing users within RiskMan where RiskMan is nt cnfigured t use netwrk lgins. This guide is used in cnjunctin with the respective

More information

Aras Innovator Viewer Add-Ons

Aras Innovator Viewer Add-Ons Aras Innvatr Viewer Add-Ons Aras Innvatr 9.2 Dcument #: 9.2.02232009 Last Mdified: 4/1/2010 Aras Crpratin ARAS CORPORATION Cpyright 2010 All rights reserved Aras Crpratin 300 Brickstne Square Suite 904

More information

User Guide. Table Of Contents. Logging In. Job Search. Job Information. Site Search & Logging A Job. Customer Search. Job Dashboard.

User Guide. Table Of Contents. Logging In. Job Search. Job Information. Site Search & Logging A Job. Customer Search. Job Dashboard. User Guide Weblgic allws yu t access jb infrmatin via a web page. Giving yu real time updates, with the ptin t print reprts and infrmatin n/fr the jb. Table Of Cntents Lgging In Jb Search Jb Infrmatin

More information

Secure File Transfer Protocol (SFTP) Interface for Data Intake User Guide

Secure File Transfer Protocol (SFTP) Interface for Data Intake User Guide Secure File Transfer Prtcl (SFTP) Interface fr Data Intake User Guide Cntents Descriptin... 2 Steps fr firms new t batch submissin... 2 Acquiring necessary FINRA accunts... 2 SFTP Access t FINRA... 2 SFTP

More information

Tips For Customising Configuration Wizards

Tips For Customising Configuration Wizards Tips Fr Custmising Cnfiguratin Wizards ver 2010-06-22 Cntents Overview... 2 Requirements... 2 Applicatins... 2 WinSCP and Putty... 2 Adding A Service T An Existing Wizard... 3 Gal... 3 Backup Original

More information

mconnect Lead Management System 2.0

mconnect Lead Management System 2.0 mcnnect Lead Management System 2.0 User Manual Updated July 2015 Page 1 f 15 This manual serves as a reference guide fr Mahindra Nrth America s mcnnect lead management system. This dcument serves as a

More information

Rainbow in Skype for Business

Rainbow in Skype for Business Rainbw cmplements Micrsft Skype fr Business cllabrative wrkspace with Alcatel-Lucent Enterprise business telephny extensive feature set and reliability, as well as cmfrtable audi n desk phnes and wireless

More information

FollowMe. FollowMe. Q-Server Quick Integration Guide. Revision: 5.4 Date: 11 th June Page 1 of 26

FollowMe. FollowMe. Q-Server Quick Integration Guide. Revision: 5.4 Date: 11 th June Page 1 of 26 Q-Server Quick Integratin Guide Revisin: 5.4 Date: 11 th June 2009 Page 1 f 26 Cpyright, Disclaimer and Trademarks Cpyright Cpyright 1997-2009 Ringdale UK Ltd. All rights reserved. N part f this publicatin

More information

DIVAR IP 3000 Field Installation Guide

DIVAR IP 3000 Field Installation Guide CCTV IP Netwrk Vide Technical Brief DIVAR IP 3000 Field Installatin Guide 1 DIVAR IP 3000 Field Installatin Guide Overview The purpse f this guide is t prvide the step-by-step prcess f installing a DIVAR

More information

CREATING A DONOR ACCOUNT

CREATING A DONOR ACCOUNT CREATING A DONOR ACCOUNT An Online Giving Accunt shuld be created t have the ability t set-up recurring dnatins, pledges and be able t view and print histry. Setting up an accunt will als allw yu t set-up

More information

CaseWare Working Papers. Data Store user guide

CaseWare Working Papers. Data Store user guide CaseWare Wrking Papers Data Stre user guide Index 1. What is a Data Stre?... 3 1.1. When using a Data Stre, the fllwing features are available:... 3 1.1.1.1. Integratin with Windws Active Directry... 3

More information

Universal CMDB. Software Version: Backup and Recovery Guide

Universal CMDB. Software Version: Backup and Recovery Guide Universal CMDB Sftware Versin: 10.32 Backup and Recvery Guide Dcument Release Date: April 2017 Sftware Release Date: April 2017 Backup and Recvery Guide Legal Ntices Warranty The nly warranties fr Hewlett

More information

Advanced and Customized Net Conference Powered by Cisco WebEx Technology

Advanced and Customized Net Conference Powered by Cisco WebEx Technology User Guide: Advanced and Custmized Net Cnference Pwered by Cisc WebEx Technlgy Prductivity Tls USER GUIDE Verizn Net Cnferencing h l M ti C t Advanced and Custmized Net Cnference Pwered by Cisc WebEx Technlgy

More information

Element Creator for Enterprise Architect

Element Creator for Enterprise Architect Element Creatr User Guide Element Creatr fr Enterprise Architect Element Creatr fr Enterprise Architect... 1 Disclaimer... 2 Dependencies... 2 Overview... 2 Limitatins... 3 Installatin... 4 Verifying the

More information

Enterprise Chat and Developer s Guide to Web Service APIs for Chat, Release 11.6(1)

Enterprise Chat and  Developer s Guide to Web Service APIs for Chat, Release 11.6(1) Enterprise Chat and Email Develper s Guide t Web Service APIs fr Chat, Release 11.6(1) Fr Unified Cntact Center Enterprise August 2017 Americas Headquarters Cisc Systems, Inc. 170 West Tasman Drive San

More information

Widget Library September 2016

Widget Library September 2016 Widget Library September 2016 Widget Library The new Velcify Pulse Widget Library is a highly extensible and flexible framewrk t make each f yur users mre prductive. Widget Library builds n existing functinality

More information

TUTORIAL --- Learning About Your efolio Space

TUTORIAL --- Learning About Your efolio Space TUTORIAL --- Learning Abut Yur efli Space Designed t Assist a First-Time User Available t All Overview Frm the mment yu lg in t yur just created myefli accunt, yu will find help ntes t guide yu in learning

More information

User Guide. ACE Data Source. OnCommand Workflow Automation (WFA) Abstract PROFESSIONAL SERVICES

User Guide. ACE Data Source. OnCommand Workflow Automation (WFA) Abstract PROFESSIONAL SERVICES PROFESSIONAL SERVICES User Guide OnCmmand Wrkflw Autmatin (WFA) ACE Data Surce Prepared fr: ACE Data Surce - Versin 2.0.0 Date: Octber 2015 Dcument Versin: 2.0.0 Abstract The ACE Data Surce (ACE-DS) is

More information

Faculty Textbook Adoption Instructions

Faculty Textbook Adoption Instructions Faculty Textbk Adptin Instructins The Bkstre has partnered with MBS Direct t prvide textbks t ur students. This partnership ffers ur students and parents mre chices while saving them mney, including ptins

More information

New Tenancy Contact - User manual

New Tenancy Contact - User manual New Tenancy Cntact - User manual Table f Cntents Abut Service... 3 Service requirements... 3 Required Dcuments... 3 Service fees... 3 Hw t apply fr this service... 4 Validatin Messages... 28 New Tenancy

More information

Getting Started with the SDAccel Environment on Nimbix Cloud

Getting Started with the SDAccel Environment on Nimbix Cloud Getting Started with the SDAccel Envirnment n Nimbix Clud Revisin Histry The fllwing table shws the revisin histry fr this dcument. Date Versin Changes 09/17/2018 201809 Updated figures thrughut Updated

More information

VISITSCOTLAND - TOURS MANAGEMENT SYSTEM Manual for Tour Operators

VISITSCOTLAND - TOURS MANAGEMENT SYSTEM Manual for Tour Operators VISITSCOTLAND - TOURS MANAGEMENT SYSTEM Manual fr Tur Operatrs 1 CONTENTS GETTING STARTED... 3 REGISTER AND CREATE YOUR ACCOUNT... 3 OPERATOR PROFILE... 4 Create yur Operatr Prfile... 4 ADD A TOUR LISTING...

More information

Xerox Security Bulletin XRX12-007

Xerox Security Bulletin XRX12-007 Disable sftware upgrades by default Backgrund The Xerx prducts listed belw were shipped with sftware upgrades enabled by default. The firmware released belw changes the default state f sftware upgrade

More information

Access SelectPay. Installation Instructions

Access SelectPay. Installation Instructions This Dcument is the prperty f Access UK Cpyright 2017 Access UK Ltd All rights reserved Classificatin Public Dcument versin 1.0 Access SelectPay Installatin Instructins SelectPay Installatin Instructins

More information

MySabre API RELEASE NOTES MYSABRE API VERSION 2.1 (PART OF MYSABRE RELEASE 7.1) DECEMBER 02, 2006 PRODUCTION

MySabre API RELEASE NOTES MYSABRE API VERSION 2.1 (PART OF MYSABRE RELEASE 7.1) DECEMBER 02, 2006 PRODUCTION MySabre API RELEASE NOTES MYSABRE API VERSION 2.1 (PART OF MYSABRE RELEASE 7.1) DECEMBER 02, 2006 PRODUCTION These release ntes pertain t the Prductin release fr MySabre Release 7.1 cntaining MySabre API

More information

The Reporting Tool. An Overview of HHAeXchange s Reporting Tool

The Reporting Tool. An Overview of HHAeXchange s Reporting Tool HHAeXchange The Reprting Tl An Overview f HHAeXchange s Reprting Tl Cpyright 2017 Hmecare Sftware Slutins, LLC One Curt Square 44th Flr Lng Island City, NY 11101 Phne: (718) 407-4633 Fax: (718) 679-9273

More information

EBSCOhost User Guide Print/ /Save. Print, , Save, Notetaking, Export, and Cite Your Search Results. support.ebsco.com

EBSCOhost User Guide Print/ /Save. Print,  , Save, Notetaking, Export, and Cite Your Search Results. support.ebsco.com EBSCOhst User Guide Print/E-Mail/Save Print, E-mail, Save, Ntetaking, Exprt, and Cite Yur Search Results supprt.ebsc.cm Table f Cntents Inside this User Guide... 3 Printing Yur Results... 3 E-mailing Yur

More information

AvePoint Accessibility Accelerator 2.0

AvePoint Accessibility Accelerator 2.0 AvePint Accessibility Acceleratr 2.0 User Guide Revisin B Issued July 2013 AvePint Accessibility Acceleratr 1 Table f Cntents Abut AvePint Accessibility Acceleratr... 3 Submitting Dcumentatin Feedback

More information

App Center User Experience Guidelines for Apps for Me

App Center User Experience Guidelines for Apps for Me App Center User Experience Guidelines fr Apps fr Me TABLE OF CONTENTS A WORD ON ACCESSIBILITY...3 DESIGN GUIDELINES...3 Accunt Linking Prcess... 3 Cnnect... 5 Accept Terms... 6 Landing Page... 6 Verificatin...

More information

Client Configurations

Client Configurations Email Client Cnfiguratins Chse ne f the links belw fr yur particular email client. Easy t use instructins will help yu change the settings n yur email client t ur settings. Recmmended Email Settings Incming

More information

Asset Panda Web Application Release 12.02

Asset Panda Web Application Release 12.02 Asset Panda Web Applicatin Release 12.02 User Cnfiguratin Permissins Several changes have been made t this page including the fllwing. Page Design The layut has been changed s that all Edit and Misc Cnfiguratins

More information

Graduate Application Review Process Documentation

Graduate Application Review Process Documentation Graduate Applicatin Review Prcess Cntents System Cnfiguratin... 1 Cgns... 1 Banner Dcument Management (ApplicatinXtender)... 2 Banner Wrkflw... 4 Navigatin... 5 Cgns... 5 IBM Cgns Sftware Welcme Page...

More information

Mission Antyodaya Android Mobile & Web Application. Frequently Asked Questions

Mission Antyodaya Android Mobile & Web Application. Frequently Asked Questions Missin Antydaya Andrid Mbile & Web Applicatin Frequently Asked Questins Natinal Infrmatics Centre v1.0 Missin Antydaya Mbile & Web Applicatin 1 Intrductin What is the name f Mbile applicatin? Earlier it

More information

iallworx User s Guide

iallworx User s Guide Versin 1.0 September 12, 2010 Allwrx Crp. 300 Main Street East Rchester, NY 14445 www.allwrx.cm Supprt@allwrx.cm 1.866.Allwrx 585.421.3850 Fax: 585.421.3853 2011 Allwrx Crp, a whlly wned subsidiary f PAETEC

More information

FiveContractor.com User Manual

FiveContractor.com User Manual FiveCntractr.cm User Manual Fr Use by Five Brthers Vendrs Distributin authrized t current Five Brthers Custmers nly. Other requests fr this dcument shall be referred t Five Brthers, 12220 East Thirteen

More information

AvePoint Perimeter Pro 1.9

AvePoint Perimeter Pro 1.9 G09 AvePint Perimeter Pr 1.9 Secured Share User Guide Issued December 2017 Table f Cntents What s New in this Guide... 4 Overview... 5 Internal Users... 6 Site Cllectin Administratrs... 7 External Prtal

More information

Upgrade Guide. Medtech Evolution Specialist. Version 1.11 Build (October 2018)

Upgrade Guide. Medtech Evolution Specialist. Version 1.11 Build (October 2018) Upgrade Guide Medtech Evlutin Specialist Versin 1.11 Build 1.11.0.4 (Octber 2018) These instructins cntain imprtant infrmatin fr all Medtech Evlutin users and IT Supprt persnnel. We suggest that these

More information

Stealing passwords via browser refresh

Stealing passwords via browser refresh Stealing passwrds via brwser refresh Authr: Karmendra Khli [karmendra.khli@paladin.net] Date: August 07, 2004 Versin: 1.1 The brwser s back and refresh features can be used t steal passwrds frm insecurely

More information

Customer Upgrade Checklist

Customer Upgrade Checklist Custmer Upgrade Checklist Getting Ready fr Yur Sabre Prfiles Upgrade Kicking Off the Prject Create a prfiles prject team within yur agency. Cnsider including peple wh can represent bth the business and

More information

Municode Website Instructions

Municode Website Instructions Municde Website instructins Municde Website Instructins The new and imprved Municde site allws yu t navigate t, print, save, e-mail and link t desired sectins f the Online Cde f Ordinances with greater

More information

Kaltura Video Extension for IBM Connections User Guide. Version: 1.0

Kaltura Video Extension for IBM Connections User Guide. Version: 1.0 Kaltura Vide Extensin fr IBM Cnnectins User Guide Versin: 1.0 Kaltura Business Headquarters 5 Unin Square West, Suite 602, New Yrk, NY, 10003, USA Tel.: +1 800 871 5224 Cpyright 2014 Kaltura Inc. All Rights

More information

VMware AirWatch SDK Plugin for Apache Cordova Instructions Add AirWatch Functionality to Enterprise Applicataions with SDK Plugins

VMware AirWatch SDK Plugin for Apache Cordova Instructions Add AirWatch Functionality to Enterprise Applicataions with SDK Plugins VMware AirWatch SDK Plugin fr Apache Crdva Instructins Add AirWatch Functinality t Enterprise Applicatains with SDK Plugins v1.2 Have dcumentatin feedback? Submit a Dcumentatin Feedback supprt ticket using

More information

Xerox WorkCentre 7120/7125 Series User Instructions

Xerox WorkCentre 7120/7125 Series User Instructions Xerx WrkCentre 7120/7125 Series User Instructins Hw t Make a Cpy Using the Duplex Autmatic Dcument Feeder (DADF) NOTE: Use the DADF fr multiple r single pages. Use the Dcument Glass fr single cpies r paper

More information

File Share Navigator Online

File Share Navigator Online File Share Navigatr Online User Guide Service Pack 7 Issued September 2017 Table f Cntents What s New in this Guide... 4 Abut File Share Navigatr Online... 5 Cmpnents f File Share Navigatr Online... 5

More information

TechSmith Relay 5.1.5

TechSmith Relay 5.1.5 TechSmith Relay 5.1.5 WHAT END USERS NEED TO KNOW This upgrade cmes with new features that will be available t yu. Fr all f these feature t be installed n yur cmputer few steps will need t be taken. After

More information

The following screens show some of the extra features provided by the Extended Order Entry screen:

The following screens show some of the extra features provided by the Extended Order Entry screen: SmartFinder Orders Extended Order Entry Extended Order Entry is an enhanced replacement fr the Sage Order Entry screen. It prvides yu with mre functinality while entering an rder, and fast access t rder,

More information

Getting Started with the Web Designer Suite

Getting Started with the Web Designer Suite Getting Started with the Web Designer Suite The Web Designer Suite prvides yu with a slew f Dreamweaver extensins that will assist yu in the design phase f creating a website. The tls prvided in this suite

More information

HOW TO REGISTER FOR THE TEAS ASSESSMENT 1. CREATE A NEW ACCOUNT. How to Register for the TEAS Assessment 1

HOW TO REGISTER FOR THE TEAS ASSESSMENT 1. CREATE A NEW ACCOUNT. How to Register for the TEAS Assessment 1 Hw t Register fr the TEAS Assessment 1 1. CREATE A NEW ACCOUNT HOW TO REGISTER FOR THE TEAS ASSESSMENT If yu are nt a current user n www.atitesting.cm, yu must create a new accunt t access the student

More information

Enterprise Installation

Enterprise Installation Enterprise Installatin Mnnit Crpratin Versin 3.6.0.0 Cntents Prerequisites... 3 Web Server... 3 SQL Server... 3 Installatin... 4 Activatin Key... 4 Dwnlad... 4 Cnfiguratin Wizard... 4 Activatin... 4 Create

More information

Adverse Action Letters

Adverse Action Letters Adverse Actin Letters Setup and Usage Instructins The FRS Adverse Actin Letter mdule was designed t prvide yu with a very elabrate and sphisticated slutin t help autmate and handle all f yur Adverse Actin

More information

CROWNPEAK DESKTOP CONNECTION (CDC) INSTALLATION GUIDE VERSION 2.0

CROWNPEAK DESKTOP CONNECTION (CDC) INSTALLATION GUIDE VERSION 2.0 TECHNICAL DOCUMENTATION CROWNPEAK DESKTOP CONNECTION (CDC) INSTALLATION GUIDE VERSION 2.0 AUGUST 2012 2012 CrwnPeak Technlgy, Inc. All rights reserved. N part f this dcument may be reprduced r transmitted

More information