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User Documentation

Note: We are adding new documentation and updating existing documents on a regular basis. Be sure to check back often for new and or revised documentation.

Setup Guides

Installing the Integrated Business Applications software on Microsoft IIS 7.5 and Microsoft SQL Server 2008

This article walks you through installing the Integrated Business Applications software on Microsoft IIS 7.5 (Windows Server 2008 R2) and Microsoft SQL Server 2008.

Access Block List Management

How to manage the system Access Block List. The Access Block List provides enhanced system security by prevent brute force system access.

Access Log and Statistics Reports

Access log and statistics reporting. Allows the generation of access logs by date, user name and IP address. Also allows the creation of time-of-day usage statistics.

Chat Rooms Setup

Explains how to configure Chat Rooms. Create as many Chat Rooms as needed, restrict access by user account and generate chat logs.

Countries Management

Manage the system Countries list. This list of Countries is available through out the system - wherever a Country pick list is presented.

Country Black List Management

How to update the Country Black List. The Country Black List allow the system administrator to block system access by the IP address range assigned to a country.

Digital Warehouse Setup

How to set up the Digital Warehouse. Configure file size limitations, script timeout, etc.

Directory Settings

Instructions on how to configure the Corporate Directory. Publish all Client, Contact and Employee information to the directory or just subsections of each.

Divisions and Departments Setup

How to add Divisions and Departments to the system. Divisions and Departments are used to group Employees and generate group-based reports.

Employee Error Log Notification Configuration

Configuring the Employee Error Log Notifications. An Error Notification is sent to the employee when a error is entered under the employee's name.

Employee Error Log Sources

Configuring the Employee Error Log Sources. Error Log Sources are consumed in the Employee Error Logs.

Employee Error Log Types

Setting up and managing Employee Error Log Types. Error Log Types are used in the Employee Error Logs.

Employees Notifications - New Employee

Configuring and managing New Employee Notifications. How to set up email notifications that are sent when new employees are added to the employee database.

Employees Notifications - Status Change

Configuring the Employee Status Change Notifications. How to set up email notifications that are sent when the status of an employee in the employee database is changed.

External Applications

Adding External Applications to the home page. External Applications are links to web-based applications that live outside the Integrated Business Applications suite of tools. This feature allows the system administrator to create a central company application launch pad.

File Transfer System Configuration

Setting up the File Transfer System. The File Transfer System allows a user to send large files that won't go through as an e-mail attachment.

Idea Box Settings

Enabling and Configuring the Idea Box. The Idea Box allows you to gather ideas for better client service, improved processes and new business prospects.

Idea Box Notifications - Client Idea

How to configure the notification sent when a user enters a new Client Idea into the Idea Box.

Idea Box Notifications - Company Idea

How to configure the notification sent when a user enters a new Company Idea into the Idea Box.

Idea Box Notifications - Prospect Idea

How to configure the notification sent when a user enters a new Prospect Idea into the Idea Box.

User Guides

Asset Delivery Requests

Review asset details and request asset deliveries using the Asset Delivery Request module.

Asset Repair Requisitions

Review asset details, request repair estimates and approve existing estimates using the Asset Delivery Request module.

Client Database

How to manage Clients using the Client Database Module. Create and share a central database of Client information with your team.

Contact Database

Managing Contacts using within the Contact Database Module. Create and share a single database of Contact information with your team.

Knowledge Base(s)

A guide to using the Integrated Business Applications Knowledege Base. Use the Knowledge Base(s) Module to create a searchable repository for important ‘must keep’ information.
Additional Information
Please use this link to reach out to us; we are always happy to answer your questions.
 
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© Integrated Business Applications
All Rights Reserved




End User
License Agreement (EULA)




Website
Terms of Use