Revised: 05/15/2015 ©2015 ECi Software Solutions, Inc. - All rights reserved Confidential and Proprietary Table of Contents Installation & Configuration ................................................................... 1 Welcome to Digital Taskforce! .................................................................... 1 Installation Requirements ........................................................................... 1 MS Outlook 2010 Compatibility ................................................................... 2 Check Your License Code! .......................................................................... 2 Download Digital Taskforce ........................................................................ 2 Download “EventPaks” ............................................................................... 3 Choose the Digital Taskforce Server ............................................................ 3 Install Digital Taskforce .............................................................................. 3 Windows 2008, Vista & 7 .................................................................................... 3 User Account Control (UAC) ................................................................................ 3 Components to Install ........................................................................................ 4 Where You Can Install Digital Taskforce .............................................................. 4 Client Install ...................................................................................................... 4 Digital Taskforce User Account ................................................................... 5 User Account Specifications ................................................................................ 5 Configure Windows Service ........................................................................ 6 Regional Settings ...................................................................................... 6 Licensing .................................................................................................. 6 Upgrading Digital Taskforce ....................................................................... 6 Checking Your Version ....................................................................................... 7 Migrating to SQL Server ............................................................................. 7 Migrating the Evaluation Software ....................................................................... 8 Do NOT Delete the Access Databases .................................................................. 8 Database Backups .............................................................................................. 8 Reset SQL Server Database Location ................................................................... 8 Initial Set-Up ............................................................................................. 9 A Note About Servers ......................................................................................... 9 Step #1: Connect Digital Taskforce to a Database ............................................. 10 Add / Verify Application ODBC Source ............................................................. 10 Navigator & Event Manager Modules .............................................................. 10 Log Into Digital Taskforce .............................................................................. 10 Test Your Connection .................................................................................... 13 Step #2: Set Up E-Mail “Sending” Account ........................................................ 14 Internet-Based Email (SMTP) ......................................................................... 15 Exchange-Based Email (MS Outlook) .............................................................. 17 Stand-Alone E-Mail ........................................................................................ 17 Configuring Multiple E-Mail Accounts .............................................................. 18 Step #3: Test the E-Mail “Sending” Account ...................................................... 18 ii Revised: 05/15/2015 ©2015 ECi SoftwareKnowledgeSync Solutions, Inc. User’s- All rights Guide reserved Confidential and Proprietary Step #4: Define Yourself as a “Subscriber” ........................................................ 18 Before You Begin Designing Events . ...................................................... 20 Un-Installing Digital Taskforce ................................................................... 20 Tutorials .................................................................................................. 21 For More Help . .................................................................................... 21 Product Tutorial .................................................................................... 22 Product Tutorial ....................................................................................... 22 Before You Begin...................................................................................... 22 The Navigator: Overview ........................................................................... 22 If the “Sample Application” Does Not Exist ................................................. 24 Create a “Record-Level” Event ................................................................... 24 Specify the Query’s Tables ................................................................................. 25 Link the Tables ................................................................................................. 26 Select the Query’s Columns (Fields) ................................................................... 27 Select the Query’s Sorting Order ........................................................................ 28 Specify the Filter ............................................................................................... 29 Skip the Sub-Filter Tab ...................................................................................... 31 Preview the Results of the Query ....................................................................... 31 Add the Event ................................................................................................... 31 Link the Query to the Event ............................................................................... 32 Specify the E-Mail Alert Message Text ................................................................ 33 Event “Response Actions” ......................................................................... 34 Specify the Event’s Subscribers .......................................................................... 35 The Event’s Schedule ........................................................................................ 36 Save & Close the Event .................................................................................. 36 Create an “Aggregate” Event ..................................................................... 36 Create the Aggregate Query .............................................................................. 37 Specify the Query’s Tables ................................................................................. 37 Link the Query’s Tables ..................................................................................... 37 Select the Query’s Columns (Fields) ................................................................... 37 Sorting Order .................................................................................................... 38 Specify the Filter ............................................................................................... 38 Specify the Sub-Filter ........................................................................................ 39 Preview the Results of the Query ....................................................................... 40 Save & Close the Query ..................................................................................... 40 Add the Event ................................................................................................... 40 Select the Event’s Query .................................................................................... 40 Specify the E-Mail Message Text ........................................................................ 41 Message “Repeat” ......................................................................................... 41 Specify the Event’s Subscribers .......................................................................... 42 Specify the Event’s Schedule ............................................................................. 42 Save & Close the Event ..................................................................................... 42 iii Revised: 05/15/2015 ©2015 ECi SoftwareKnowledgeSync Solutions, Inc. User’s- All rights Guide reserved Confidential and Proprietary Verify Digital Taskforce Server Status ......................................................... 42 Submit Your Two Events ........................................................................... 43 Track Events in the Digital Taskforce Monitor .............................................. 43 A “Getting Started” Hint ............................................................................ 43 You’re On Your Way! ................................................................................ 44