Implementing NEOSYS: Difference between revisions

From NEOSYS Technical Support Wiki
Jump to navigationJump to search
No edit summary
Line 24: Line 24:
#Set up exchange rate for each currency by going to the Currency and Exchange Rate File
#Set up exchange rate for each currency by going to the Currency and Exchange Rate File
#Delete “Client X” from the Client and Brand File
#Delete “Client X” from the Client and Brand File
#Set the company file
#Set the letterhead


Change the system mark for each of the new databases that were created. See [http://userwiki.neosys.com/index.php/Setting_up_and_Configuring_NEOSYS_Generally#Configuring_Client_Security_mark Configuring System Mark]
Change the system mark for each of the new databases that were created. See [http://userwiki.neosys.com/index.php/Setting_up_and_Configuring_NEOSYS_Generally#Configuring_Client_Security_mark Configuring System Mark]

Revision as of 07:00, 16 February 2017

Set up the System Configuration File

See System Configuration File for detailed description. The following points are essential configuration and must not be ignored.

  • All configurations must be carefully done after evaluating which Scope they fall under.
  • Configure System ID and User Timezone
  • Set up Email Domains and IP Numbers
  • Configure URL/Web Address to access NEOSYS. This is very important for a Timesheet module installation as the approver links are picked up from the configuration.

Start neosysddns service for Client's with dynamic ip

See Starting NEOSYS DDNS Service to start the neosysddns service so that NEOSYS monitoring server at monitor.neosys.com updates zonedit.com with the latest ip of the client server.

You MUST check if the ip is actually getting updated otherwise if the ip changes and neosysddns is not working we will lose access to the server. See Troubleshooting NEOSYS DDNS Service for commands to do so.

Update Support.htm

Add the new client to the list of clients page.

See Updating Support.htm

Setting up a new company in the new database

Refer to the sample email for New Company creation in existing Database/New Database

Once the new company is added to the database:

  1. Set up exchange rate for each currency by going to the Currency and Exchange Rate File
  2. Delete “Client X” from the Client and Brand File
  3. Set the company file
  4. Set the letterhead

Change the system mark for each of the new databases that were created. See Configuring System Mark