Installing Encompass360 SmartClient

Transcription

1 Installing Encompass360 SmartClient This document describes Encompass360 system requirements, configuration options, and installation steps for the SmartClient. Before installing Encompass360 SmartClient, verify the following system requirements. For server requirements and additional information on how to size your Encompass360 system to meet your company's needs, refer to the Encompass360 Capacity Planning Guide. NOTE: System requirements are subject to change as Ellie Mae updates the software to accommodate new features and regulation requirements. Client Requirements Operating System Windows XP with SP3 Windows 2003 Server Windows Vista Windows 2008 Server Windows 7 CPU Operating System Minimum Required* Recommended Windows XP, Windows 2003, Windows Vista, Windows 2008 Server, Windows 7 RAM Pentium GHz Core2 Operating System Minimum Required* Recommended Windows XP or Windows GB 2 GB *IMPORTANT NOTE: Minimum requirements are based on the computer running the operating system, the Microsoft Office application, and Encompass360. Other applications running on the computer have their own requirements that need to be taken into consideration. Monitor Resolution 1024 x 768 or greater Hard Drive Space 700 MB of free space for Encompass360 and third-party applications Third-Party Applications Microsoft Internet Explorer 7.0 or later Microsoft Office all editions supported all editions supported except Home and Student edition 2010 and later - all editions supported except Home and Student and Starter editions NOTE: Use of the Click-to-Run installation option is NOT supported for any edition of Microsoft Office 2010 or later. Internet Connection A broadband connection such as cable or DSL with minimum requirements of 50 Kbps per Encompass360 user and 1.5 Mbps total bandwidth available for Encompass360 users per location. Minimum Internet connection requirements are based on average bandwidth usage. Bandwidth usage varies based on the number of users accessing items over the Internet, as well as the Encompass360 features and other applications being accessed over the Internet. In general, additional bandwidth will improve the user experience Windows 7, Windows Vista, Windows GB 3 GB 2012 Ellie Mae, Inc. Ellie Mae, Encompass, Encompass360, and the Ellie Mae logo are trademarks or registered trademarks of Ellie Mae, Inc. or its subsidiaries. All rights reserved. Other company and product names may be trademarks of their respective owners. Products, services and programs are subject to change without notice. Installing Encompass360 SmartClient 1

2 Client Installation Before a user can log in to Encompass360 for the first time, the Encompass360 SmartClient components must be installed. This is a one-time-only procedure performed by a user logged on to the computer using a Microsoft Windows account with admin privileges. To Install SmartClient: 1 Log in to the computer using a Windows account with admin privileges. 2 Click the following link to start the installation process. 3 On the File Download - Security Warning window, click Run. The Installation Manager is loaded. 5 When the Encompass360 Installation Manager wizard opens, click Next. 4 If the Internet Explorer - Security Warning window displays, click Run. Installing Encompass360 SmartClient 2

3 The Encompass360 Installation Manager installs each required application and displays the progress of the installation. 6 When the SmartClient Core Installation wizard opens, click Next. 7 The Updating System window shows the progress of the installation. Installing Encompass360 SmartClient 3

4 8 When the installation of the SmartClient Core is complete, click Continue. 10 On the License Agreement window, click I accept the license agreement, and then click Next. 9 When the Encompass360 SmartClient Installation wizard opens, click Next. 11 When the installation is complete, click Finish. The SmartClient Installation Wizard and the Installation Manager will automatically close. Installing Encompass360 SmartClient 4

5 Logging In to Encompass360 System Administrator Log In As the system administrator, you should log in as the admin user so that you have access to all functions. Use the Administrator password you created during installation. To Log In as the System Administrator: 1 Double-click the Encompass360 icon on your desktop. To Determine the Windows Server Name: 1 On the server machine, right-click the My Computer icon on the desktop, and then click Properties. 2 Click the Computer Name tab. The server name is the value in the Full computer name field. To Determine the IIS Server Name: The IIS server name is the URL created when you installed the IIS server. If Encompass360 is installed using the default options, the URL is: 2 On the Encompass360 Log In window, enter the following: User ID: admin Password: [created during installation] Connection: Networked Server: [The name of your Encompass360 server] 3 Click OK. User Log In After you log in as admin user, you will set up your organization and users (Refer to Chapter 5, Company/User Setup and Organizations/Users on page 25.) Log In Requirements To enable your users to log in to Encompass360, you must provide them with a: User ID Password Server Name Log In to Encompass360 The first time a user logs in to Encompass360, the Encompass - Launcher opens. For all following logins, the user will be taken directly to the Encompass360 Log In window where the user will enter the Encompass360 User ID and Password provided by the system administrator. IMPORTANT: Before logging in for the first time, make sure the Encompass360 administrator has provided the user with the SmartClient ID that is required for this procedure. Logging In to Encompass360 5

6 To Log In to Encompass 1 Double-click the Encompass360 icon on your desktop. 2 On the Encompass360 - Launcher, enter the SmartClient ID provided by your system administrator. 3 The Auto Sign-On check box is selected by default. If the check box is selected, the Encompass360 - Launcher will not display on future logins. If the check box is cleared, the Encompass360 - Launcher will display each time you log in. NOTE:If you need to log on to different Encompass360 environments, for example test and production environments, use the Manage IDs button to add, delete, or reorder the SmartClient IDs for the different Encompass360 environments that are available for selection from the drop-down list. Make sure you clear the Auto Sign-On check box so that the launcher displays each time you log on, allowing you to select the SmartClient ID for the appropriate environment. 4 Click Login. 5 On the Encompass360 Log In window, enter your Encompass360 User ID and Password. 6 Select the Networked or Local Connection option, and then type the server name or select it from the drop-down list. 7 When finished, click Log In. Logging In to Encompass360 6