Configure your Website

Previous Topic: Configure IIS

There are two ways to configure the settings for the page your customers will use to access ServiceCEO:

1. Global.asa. Open the \WebAccess\global.asa file with a text editor (i.e., Notepad) and follow the instructions found there to brand your site. More details are located in the Editing global.asa section below.
2. Style.css. Open \WebAccess\INC\style.css with a text editor (i.e., Notepad) and follow the instructions found the instructions in the \WebAccess\INC\global.asa file. More details are located in the Editing style.css section below.

Before you configure any of the global.asa or style.css settings, you must first stop the default web site:

1. Select Start > Programs > Administrative Tools > Internet Information Services. The Internet Information Services dialog box appears.
   Note that this path may vary based on your operating system. If the prior instructions are not accurate for your computer, please consult your operating system's documentation on how to access the IIS IIS (Internet Information Server) is IIS is Microsoft's business-class Web server. Although Apache boasts more total worldwide installations than IIS, many corporations choose IIS as their Web server because it is supported by a commercial organization. Some have criticized IIS in the past, though, for its alleged security weaknesses. IIS has improved over the years, supports many Web standards including SSL, and integrates well with other Microsoft Web technologies such as FrontPage. An administrator can manage IIS through a graphical console, the Internet Services Manager. management console. The Administrative Tools section can normally be found in the Control Panel.

2. Expand the folders until you find the Default Web Site icon. You should find it in the Internet Information Services/(name of the web-server)/Web Sites/ directory.

3. Right-click on the Default Web Site icon and select Stop from the pop-up menu.

When you have completed editing the global.asa and/or style.css files, start the default website:

1. Open the IIS management module.

2. Right-click on the Default Web Site and select Start from the pop-up menu.

3. Close the IIS management console.

Editing global.asa

The global.asa files contains many of the global parameters used to generate the customer web access site. There are three main actions you will perform in this file:

• Defining your Company Information. Required!

• Enabling your Customers to View Their Documents

• Enabling your Customers to View Their On-Site Equipment

• Changing Currency Settings

Defining your Company Information

Three settings must be set before any customers can login to the Customer Web Access site:

• Company Name

• Your Contact E-mail Address

• The Company URL

To define these settings and more:

1. Right-click on Default Web Site and select Stop from the pop-up menu.

2. Open global.asa using Notepad. Note that global.asa is located in C:\Inetpub\wwwroot\WebAccess.

3. Scroll down to the Database Configuration Options section:

3. By default, dates are displayed in a mm/dd/yyyy format. For example, July 4th, 2005 is displayed as 07/04/2005. If you want to display dates in the dd/mm/yyyy format, replace the Session("DateFormat") = "mm/dd/yyyy" ' or "dd/mm/yyyy" with Session("DateFormat") = "dd/mm/yyyy".

4. By default, time is displayed in a 12 hour format (i.e., using AM and PM times). To use the 24-hour format, replace the Session("TimeFormat") = "12" ' or "24" line with Session("TimeFormat") = "24".

5. You can choose to have an e-mail sent every time a customer enters a note to a future job or feedback about a past job. To do so, type the appropriate option in the Session("iCancelEmail") = 1 line. Your options are:

   • 0. No e-mail will be sent.

   • 1. The default value. An e-mail will be sent to the e-mail address defined in the Company Information dialog box.

   • 2. Enterprise users only. An e-mail will be sent to the e-mail address defined for the customer's region (as defined in the Company Information dialog box).

   • 3. Enterprise users only. An e-mail will be sent to the e-mail address defined for the customer's region (as defined in the Company Information dialog box).

6. You can define the e-mail address that will appear as the From address for all of these notification e-mails by replacing webserver@yourcompany.com with a new e-mail address in the Session("sEmailFrom") = "webserver@yourcompany.com" line.

7. Scroll down to the Graphical Configuration Options section:

8. Type the name of your company into the Session("company") line, replacing Your Company. For example, if you worked for Insight Direct, the line would read:
   Session("company")         = "Insight Direct"

9. Type your company name in the Session("e-mail_contact") line, replacing you@yourcompany.com. For example, if you wanted customers to send their e-mails to info@insightdirect.com, the line would read:
   Session("e-mail_contact")  = "info@insightdirect.com"

10. Type the URL for the customer web access site into the Session("your_web") line. For example, if your URL was http://www.insightdirect.com, the line would read:
    Session("your_web")         = "http://www.insightdirect.com"

Note: You will need to purchase a domain name (usually through an ISP), register the domain name, and the point it to your webserver. The URL that is provided to you from whomever you purchase your domain name will be what you type into the Session("your_web") line.

11. Save the global.asa file in the same location as before (C:\Inetpub\wwwroot\WebAccess).

12. When prompted, overwrite the existing file.

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Enabling your Customers to View Their Documents

To give customers the ability to view any documents that may be attached to their record:

1. Open global.asa using Notepad. Note that global.asa is located in C:\Inetpub\wwwroot\WebAccess.

2. Scroll down to the following snippet of code:

3. Change Session("show_docs") = 0 to Session("show_docs") = 1.

4. Save the global.asa file in the same location as before (C:\Inetpub\wwwroot\WebAccess).

5. When prompted, overwrite the existing file.

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Enabling your Customers to View Their On-Site Equipment

To give customers the ability to access a list of their on-site equipment via the web interface:

1. Open global.asa using Notepad. Note that global.asa is located in C:\Inetpub\wwwroot\WebAccess.

Note: To open the file in notepad, right-click the global.asa file and select Open With.... An Open With dialog box appears. Select Notepad from the file list and click OK. Alternatively, to open Notepad itself, select Start > Programs > Accessories > Notepad.

2. Scroll down to the following snippet of code:

3. Change Session("show_equip") = 0 to Session("show_equip") = 1.

4. Save the global.asa file in the same location as before (C:\Inetpub\wwwroot\WebAccess).

5. When prompted, overwrite the existing file.

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Customize Currency Symbol

To change the currency symbol that's used in the customer web access pages:

1. Open global.asa using Notepad. Note that global.asa is located in C:\Inetpub\wwwroot\WebAccess.

2. Scroll down to the following snippet of code:

3. To change the currency symbol from the U.S. Dollar sign ($), change 1036 in the Session("format_currency") = 1036 line to the country code you want to use. For example, to use the UK Pound symbol (£), replace 1036 with 2057. For a complete list of country codes, point your browser to http://www.w3schools.com/vbscript/func_setlocale.asp. 

Caution: Some country codes may not work with ServiceCEO's Customer Web Access. For example, many of the languages that use pictographs (Chinese, Japanese, Korean, etc.) may not work. Be sure that the currency symbol appears correctly before sending your customers to the website.

4. Save the global.asa file in the same location as before (C:\Inetpub\wwwroot\WebAccess).

5. When prompted, overwrite the existing file.

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Editing style.css

You can change the color settings of your site by changing the following settings in the style.css file:

Note that more complex branding and customization may be made by editing the ASP files directly, but great care should be taken not to interfere with any scripting which accesses the data source. Complete, thorough documentation of your settings will speed the process of assimilating your changes into any updated ASP pages shipping with future versions of the ServiceCEO Customer Web Access feature.

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