5-Free Version

The 5-Free version of ExtraView is installed for you within ExtraView's cloud. There are no installation requirements, but you should begin your configuration using the following instructions.

Initial Configuration

  • Open your browser and enter the address emailed to you by ExtraView Corp.
  • Sign onto ExtraView with the user ID of administrator and the case-sensitive password of Welcome
  • You will be asked to agree to the ExtraView License
  • You are now signed on using the admin user ID. It is important that you do not use this account for operations, as it has special properties and is primarily there to allow you to sign on for the first time, and to perform debugging actions. However, for security purposes, you should alter its password
  • To alter the admin password, click on the ADMIN button on the navigation bar, then click on User Account Maintenance option. Now click on the all option in the middle of the screen and then on the Edit button by the ADMIN user. Alter the password, remembering the new one that you select. Enter a new Primary email address. Click the Update User button. You should correct the Company name to your company name
  • Now create a user ID for your own usage. Click on the Add button at the top of the screen, and complete the fields. Note that you can select the Company name to be the same as the one you chose for the last operation by looking within the list. Those fields displayed in red on the screen are required. You should click on the User Roles / Security tab and make sure you give yourself the minimum privilege of being an Administrator. Click the Add User button
  • Now sign off with the button on the navigation bar and sign on again with the user ID and password you just created
  • ExtraView has some basic behavior settings that you should examine, to make sure features such as email notification will work correctly for your company. Navigate to the ADMIN, All Behavior Settings menu. To alter a setting, either double-click on its value, or use the Edit button. The behavior settings you should review / change at this time are:
    • AD_HOC_EMAIL_FROM_ADDRESS
    • AD_HOC_EMAIL_FROM_SENDER
    • COMPANY_NAME
    • DEFAULT_TIMEZONE
    • EMAIL_ADMINISTRATOR_USER_ID
    • EMAIL_CONTACT_ADMINISTRATOR
    • EMAIL_DIRECTORY
    • EMAIL_FROM_USER_ID
  • It is typical to want to give different types of users within your tracking system different roles. Each role may have different permissions to the fields within the screens. Indeed, you might restrict some screens so that only engineers may see them, while customers may not see them. You will have full control over the permissions to each field and each feature of ExtraView. Create the roles you need within the ADMIN function using the User Roles entry. Add or remove any roles you need within this menu
  • There are a number of list fields within ExtraView that you should populate with values appropriate to your business. For example, you might want to create a list of product names, create a list of categories within which you will track issues, or you might want to create your own list of status values for workflow. To accomplish this, click on the ADMIN button on the navigation bar, and then click on the Data Dictionary entry. This shows you the area where new fields are created, and you change the properties of existing fields. It is not required to use and of the existing lists, and you can create any of our own list fields. Those you are most likely to consider using at this time are:
    • CUST_LIST
    • EV_MODULE
    • FOUND_IN_RELEASE
    • PRIORITY
    • PRODUCT_NAME
    • TOPIC
    • TYPE
  • Now you are ready to start adding issues and then updating them. Use the ADD navigation button to insert a new issue. Within the screen, use the tab at the top of the screen to add a Bug, Helpdesk issue or a Knowledge Base item
  • You can utilize any of the existing reports under the QUERY navigation bar entry or you may create your own reports
  • The above is a very brief set of configuration items. You might download another solution; you might use the power of ExtraView to create your own solution; you can create additional fields; you can create new or alter existing layouts; you can modify the rules used to validate your data; you can create your own reports -- and much more. Use the other entries on this online guide to discover the wealth of opportunities to solve real-world business problems with ExtraView