This process is best executed with advanced planning. The purpose of this guide is to give you complete details on the administrative portion of the initial setup as well as ongoing support for your installation. Please consult the ExtraView Installation Guide for your specific platform for full details on the installation of the servers and ExtraView application. The basic workflow that is suggested for setting up your installation is as follows:
Plan your server hardware and network connectivity to support ExtraView. ExtraView Corporation’s technical support personnel can help with recommendations for suitable platforms. You can view the server requirements by clicking here.
New Installations Downloaded Directly from the ExtraView Website
If you are using the standard ExtraView product, downloaded directly from our website installation is very simple and includes all the components required for a fully functioning system, including a database. Just follow the download instructions.
ExtraView Installed with your own Server and Database
If you are installing and configuring ExtraView with your own database and servers, you can view the Installation Guide here.
Configuration
This Administrator’s Guide covers the design of your system and how to provide the features you need for your company. Briefly, the tasks that need to be accomplished are as follows. Note that many of the tasks do not need to be performed in sequence, but can be executed in an arbitrary order.
- Install the license key provided by ExtraView
- Create a user account with administrative privileges for your own use
- Set up a small number of global behavior settings. These will be the foundation to the successful running of ExtraView in your environment
- Configure any special connectivity needs to remote databases, such as LDAP or Active Directory for remote directory services and / or SSO for single sign on authorization
- Define and create the user defined fields in your system, that will complement the inbuilt fields
- Define the relationships between record types and fields, such as how different record types are related and where parent child-relationships exist between list values
- Define and implement the various user roles, or categories of users who will access the system
- Design and lay out screens to support the fields you create
- Create a structure of permissions that support access to each screen for each user role that was defined
- Set up the workflow that will control the processes in your company. For complex workflows this may involve the design and programming of customized “user exit” routines, written in the Java or JavaScript languages
- Design standard reports that will be “public” for your users
- Add user accounts to the system
- Test the completed system
