PURPOSE OF THIS GUIDE

This document was created to provide instruction for the WebView module for online web production tracking for Control.

Using Webview

Purpose

Cyrious WebView is a web interface that allows the customers of a Cyrious Control user to interact with their information in Control, all in real-time. The following information can be viewed from within WebView:

  • The status (and station) of current orders.
  • Historic orders, including the line item details.
  • On-line Statements
  • Payment History for the past
  • Pending Estimates
  • Their company profile (address, phone, etc.)

In addition to viewing real-time information, the customer can interact with the system to:

  • Request a Quotation
  • Approve, Reject, or Request Changes in an Estimate.
  • Reorder a past order.
  • Request someone contact them.
  • Change their company information.

Changes or requests made by the customer are NOT automatically propagated into the system. For security and approval reasons, all changes requests are sent via email to the store email address. Processing, approval, and entry of the information is left to the email recipient.

Technology Requirements

See Appendix

Overview

WebView consists of the following functional areas:

View Items:

  • Work in Progress (WIP)
  • Open Orders
  • All Orders
  • Completed Orders
  • Estimates
  • Line Items
  • Proofs Required
  • Statements
  • Payments

Requests:

  • Request Quote
  • Request Follow-Up

Change Password

Company Info

Contact Us

Logout

Each of these areas is detailed in the following sections.

Viewing Orders/Estimates

Basic Screen Function

This is the main screen you will see immediately after you log into WebView. The basic function of this screen is to show all orders and estimates for the company. You can also print this page by clicking 'Print This Page' at the top right corner.

For each Order/Estimate, the following will be shown:

  • Type
  • Order Number
  • Status
  • Description
  • Station
  • Total
  • Payments Made
  • Balance Due
  • Created Date
  • Sale Date
  • P.O. Number
  • Ordered By

Work In Progress (WIP)

Basic Screen Function

By clicking on 'Work in Progress', this screen will appear. This screen is used to view orders and estimates in WIP.

For every order and estimate listed as a 'Work In Progress', the following will be shown:

  • Type
  • Order/Estimate Number
  • Status
  • Description
  • Station
  • Total
  • Payments Made
  • Balance Due
  • Created Date
  • Sale Date
  • P.O. Number
  • Ordered By

All Orders

Basic Screen Function

The basic function of this screen is to find and view all orders in the system. All orders will be shown on the screen, no matter what station it is in.

For every Order listed, the following will be shown:

  • Order/Estimate Number
  • Status
  • Description
  • Disposition
  • Total
  • Payments Made
  • Balance Due
  • Created Due
  • Sale Date
  • P.O. Number
  • Ordered By

Completed Orders

Basic Screen Function

The basic function of this screen is to find and view all completed orders in the system. ONLY completed orders will show.

The following will show for every completed order shown:

  • Type
  • Status
  • Description
  • Disposition
  • Total
  • Payments Made
  • Balance Due
  • Created Date
  • Sale Date
  • P.O Number
  • Ordered By

Estimates

Basic Screen Function

The basic function of this screen is to find and view all orders in the system.

The following will show for every completed order shown:

  • Type
  • Order/Estimate Number
  • Status
  • Description
  • Disposition
  • Total
  • Payments Made
  • Balance Due
  • Created Date
  • Sale Date
  • P.O. Number
  • Ordered By

Line Items

Basic Screen Function

The basic function of this screen is to find and view all line items in the system. All Estimate Line Items will appear at the top of the screen under the heading “All Estimate Line Items”. All Order Line Items will appear at the bottom of the screen under the heading “All Order Line Items”. You can also approve proofs from this screen by checking the check box next to the line item that you would like to approve.

For all Line Items, the following fields will be displayed:

  • Job Number
  • Proof Approved
  • Quantity
  • Description
  • Due Date

Proofs Required

Basic Screen Function

The basic function of this screen is to show all the Orders and Estimates that have proofs required. Only Estimates and Orders that require proofs will be shown.

Statements

Basic Screen Function

The basic function of this screen is to show all the statements in the system. The screen is sorted by order number. All payments in the last 45 days will be shown at the bottom of the screen along with the total outstanding balance.

The following fields are shown for all statements:

  • Order Number
  • Description
  • Station
  • Total
  • Payments Made
  • Balance Due
  • Order Date
  • Sale Date
  • P.O. Number
  • Ordered By

In order for these requests to work properly, you will need to setup your email settings inside of Control to use the “Internal” options, and have all the fields filled out.

If you do not, your customer will receive an error when they try to click the 'Send Email' button.

How To Configure Control to Send Email

Request Quote

Basic Screen Function

The basic function of this screen is to allow the user to request a quote. By clicking on 'Request a Quote' the user will be brought to another screen that looks like the screen shot below. By filling in all the required fields, the user will be able to request a quote from the company.

When requesting a quote, you must answer the following:

  • Please Describe Sign(s): The user must describe the sign they would like to have designed. Try and be as specific as possible, seeing that the more detailed the description, the more accurate your price will be.
  • Other Notes: The user is able to add any extra notes in this box, such as questions, concerns, etc.
  • When would you like to be contacted?: Allows the user to select a contact time frame, either ASAP, This Week, or This Month.
  • Please contact me by: Allows the user to specify how to contact him, either by email, phone, or fax.

Request Followup

Basic Screen Function

The basic function of this screen is to allow the user to request a follow up by the company. By clicking on 'Request a Follow up' the user will be brought to another screen that looks like the screen shot below. By filling in all the required fields, the user will be able to request a follow up from the company.

When requesting a follow up, you must answer the following:

  • Notes: The user is able to add any notes in this box, such as changes, questions, concerns, etc.
  • When would you like to be contacted?: Allows the user to select a contact time frame, either ASAP, This Week, or This Month.
  • Please contact me by: Allows the user to specify how to contact him, either by email, phone, or fax.

Change Password

Basic Screen Function

The basic function of this screen is to allow the user to change their password. In order to change a password, you must know the old password and come up with a new one.

When changing your password, you must answer the following:

  • Old Password: The user must enter their old password in this field.
  • New Password: The user must enter their new password in this field.
  • Confirm Password: The user must re-type their new password in this field.

Company Info

Basic Screen Function

The basic function of this screen is to display all of the company's info. The company phone numbers and address are in blue, which means you can request to edit them. If you click on the phone number, you will be directed to a 'request to edit' screen where you can edit the phone number. The same thing will happen if you click on the address or fax number.

The following fields will be shown for the company's info:

  • Company Name
  • Billing Address
  • Shipping Address
  • Phone Number
  • Fax Number
  • Company Salesperson Information (Name, Phone/Fax Number)
  • Your Salesperson Information (Name, Phone/Fax Number)
  • Tax Information (Tax Class, Tax Exempt Status, Tax Exempt Expiration Date, Tax Number)

Contact Us

Basic Screen Function

The basic function of this screen is to show the contact information for the company. This screen will include the contact information for the shop and the user's salesperson's information.

The contact information includes:

  • Address
  • Phone Number
  • Fax Number
  • Store Email Address
  • Store Website
  • Your Salesperson's Information (Name, Phone/Fax Number)

Requirements for WebView

WebView will require a web server to operate. This may be the same computer as the SSLIP server, or another computer that has read/write access to the SSLIP server. Understanding how WebView interacts with Control will help your IT professional plan your WebView deployment. WebView is deployed on Microsoft IIS. The server running WebView will be referred to as the Web Server. WebView communicates with the Control SSLIP by exchanging messages. The messages are written into files, which are read by the other program. Because of this requirement, the two programs (WebView and the SSLIP) must be able to access a common shared folder.

WebView uses a configuration file (webview.inc) to tell it the path to the SSLIP server. WebView retrieves information from the Microsoft SQL Server or MSDE database. WebView must be able to communicate with the database server (which is usually the same computer running the SSLIP). When WebView is started, it obtains the database connection information from the SSLIP. In order to display high-resolution artwork for proof approvals; WebView requires access to the computer and network containing the artwork files.

This feature is not yet available, but should be planned for in any WebView deployment.

For the above reasons, it is strongly recommended that the Web Server run on the same network as the SSLIP Server.

In order to deploy WebView the following configuration is required:

  1. The web server needs to be able to access the Control Server. The default path, which may be changed, is \\servername\Cyrious$\SSLIP\WebView, where servername is the name of the Control Server.
  2. The Web Server must have permission to find, open, read, create, and delete a file inside that folder.
  3. If the default location and share is not used, then a configuration file (webview.inc) must include “SSLIPFolder=xxxxx” to identify the path to the shared folder on the SSLIP server, where xxxx is of the format \\servername\sharename\path.
  4. You must add the WebView application as a website under IIS.

You should install the WebView application under the root IIS folder.

  1. This folder is usually located at C:\Inetpub\wwwroot. To verify this or locate the folder if not found, navigate to Start | Settings | Control Panel | Administrative Tools | Internet Services Manager
  2. Right click the website that Control Web will be installed under
  3. Select Properties
  4. Click on the Home Directory tab and the address is located in the Local Path field

Microsoft SQL Server or MSDE must be installed on the Cyrious Server. This is a normal part of the Cyrious Control Installation.

The following services must be enabled and started on the Web Server:

  • IIS Admin Service
  • Simple Mail Transfer Protocol (SMTP)
  • World Wide Web Publishing Service

You can check by going to Start | Settings | Control Panel | Administrative Tools | Services, and make sure these services are Showing, Started, and are set to Automatic.

For the WebView website, verify that “Index.asp” is set as the Default Document type for the Web Site. To accomplish this:

  1. Navigate to Start | Settings | Control Panel | Administrative Tools | Internet Services Manager
  2. Right click the name of the website and select Properties
  3. Click on the Documents tab and make sure Enable Default Document is checked and that Index.asp is in the list

If Index.asp is not in the list of Default Documents, click the Add button and type in Index.asp as the Document Name. Click OK and then click OK to close the window and save.

Steps For Control WebView Installation

  • Make sure you are logged in to the Web Server as a user that has administrative powers.
  • Install all files to a folder called WebView under where your website is currently stored on the Web Server. (This would normally be C:\Inetpub\wwwroot\WebView.)
  • Have your web designer create a link in your company website that links to http://www.myweb.com/WebView/Index.asp, where myweb.com is your URL. This will allow your customers to login from your current website.
  • Update the webview.inc configuration file located in the WebView folder. Edit the line “SSLIPFolder=xxxxx” to identify the path to the shared folder on the SSLIP server, where xxxx is of the format \\servername\sharename\path.
  • Make sure that everyone has permissions to write and modify on that folder.

Make sure in Antivirus Setup that Script Blocking has been disabled or WebView will not work.

  • In IIS, make sure the IP for the website is set to (All or Unassigned) unless already set to something else.
  • In the SSLIP, set the file path to the shared folder and set which database is being used.
  • Open the SSLIP and go to the Tools menu.
  • Select WebView Setup and click the Edit button.
  • In the WebView Directory, identify the path to the shared folder on the SSLIP server, making sure it is of the format \\servername\sharename\path. * For the WebView Database, set it to the group the Store Data is located, usually called Store Data Group. * For the WebView Store, select the Store Database being used, which will be your company name. * Click the Save button, shut down the SSLIP, and restart it. * In the SQL Server, create a user called WebView with a password of monkeypals. In the Store Database, give that user permission for Select for all tables and Update permission on the AccountContactUserField table. In Control, create a web login for each customer contact that is to access WebView. To do this: * Open Control and select the Company Explorer * Find and open the company for the contact you wish to allow access * Click on the Contacts tab * Select the name of the Contact you wish to allow access * Click on that contact's WebView tab If Control does not allow you to create an account, you have exceeded the number of web licenses Control is currently authorized for. * Enter in the desired username and password * Click the Save button * Test the login to make sure it works
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