…the basics…
Windows 7 Professional or Windows 2003/2008 Server No competing http Services (Tomcat6 will provide web services on server machine) Must have Visual C Runtime Redistributable installed Brower Requirements IE 11 Officially Supported Popup Blockers Turned Off Latest Adobe Flash Installed
Download Site Installer from and run it Must have administrator privileges to install Initial setup requires user to create initial e- ISuite Database and initial admin user/Account Manager Admin User must set up e-ISuite user accounts (either manually or via user import file)
Initial Incident setup can be done manually or via ROSS Import or Data Transfer Requires Data Steward Role Does not have to be done on Server machine Cannot be done using Admin User account Does not have to be done by CTSP (Team decides who does this – could be Plans or Finance)
Account Manager performs 2 major functions in e-ISuite User Account Management ▪ Add, Update, Delete User Accounts Database Management ▪ Copy/Create/Delete/Merge Databases (can have up to 5 separate Databases on a Site Installation) ▪ Auto and Manual Database Backup ▪ Database Restoration from Backup ▪ Database (and Site) Password Recovery Tools
No Client Installations LAN Connectivity to Server Required Client machines need Adobe Reader (or equivalent pdf reader) installed Internet Connectivity Not Required for Site Browser Setup Requirements Latest Version of Adobe Flash Turn off Popup Blockers May need to encourage users to use F11 Function Key for Full Screen Mode in Browser Browser must have Javascript Enabled
Add/Delete/Edit Incident (Incl Acct Codes) ROSS Import (Requires NAP/ROSS Acct) Financial Export (Requires DMS Acct) Data Transfer to/from e-ISuite Enterprise Could be performed by different Sections Finance could Edit Incidents and do Financial Exports Resources could do ROSS Imports
Performed by Data Steward Transfer and/or Sync data between Site and Enterprise – Requires NAP/e-ISuite Acct Transfer Incident from Enterprise to Site Transfer Incident from Site to Enterprise Sync Data between Site and Enterprise Basic mechanism is a special file transfer between Site and Enterprise
User Account Management Database Management Data Steward ROSS Imports Financial Exports Edit Incidents Transfer Data to/from e-ISuite Enterprise