Milestone SAP Portal Learning at the Lakes August 12, 2009.

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Presentation transcript:

Milestone SAP Portal Learning at the Lakes August 12, 2009

2 What is the SAP Portal? Simple Navigation Review (Milestone Inside, Web-Mail, Time & Attendance) What does a Sales Rep See? Setup Portal Access Connectivity Requirements Internet Explorer Setup Add the SAP Portal to your ‘Favorites’ Signing in Future Capabilities Single Sign-on for the SAP Portal, Web-Mail, and SalesForce.com Account specific reporting (replace the S:/ Drive reports) Linking SAP, SalesForce.com, and Reporting information in one screen Provide single location for finding reference materials (eg. Product Training Materials) Agenda

3 What is the SAP Portal?

4 Simple Navigation Review (Milestone Inside, Web-Mail, Time & Attendance) What does a Sales Rep See? Setup Portal Access Connectivity Requirements Internet Explorer Setup Add the SAP Portal to your ‘Favorites’ Signing in Future Capabilities Single Sign-on for the SAP Portal, Web-Mail, and SalesForce.com Account specific reporting (replace the S:/ Drive reports) Linking SAP, SalesForce.com, and Reporting information in one screen Provide single location for finding reference materials (eg. Product Training Materials) Agenda

5 Setup Portal Access 1. Connectivity Requirements If remote, you MUST be connected to the Milestone VPN When connected to the VPN, you also need to click the Network Connect “Start” button SAP supports Microsoft Internet Explorer 6 & 7 and Mozilla for browser options ~ Firefox, Safari, etc. are not supported Microsoft IE 8 is not yet supported by SAP ~ you may have to downgrade to 6 or 7 Through some simple testing, it appears Firefox (even on a Mac) does work, but if errors are encountered, you will need to switch browsers

6 Setup Portal Access 2. Internet Explorer Setup Ensure downloading of files are enabled Open Internet Explorer Go to ‘Tools’ -> ‘Internet Options’ -> ‘Security’ -> ‘Custom Level’ -> ‘Automatic prompting for file downloads’ -> ‘Enable’ Explicitly setup the SAP Portal sites as “Trusted” sites Open Internet Explorer Go to ‘Tools’ -> ‘Internet Options’ -> ‘Security’ -> ‘Trusted Sites’ -> ‘Sites’ Add:

7 Setup Portal Access 2. Internet Explorer Setup Ensure downloading of files are enabled

8 Setup Portal Access 2. Internet Explorer Setup Explicitly setup the SAP Portal sites as “Trusted” sites (If Necessary) Make sure this check box is unchecked

9 Setup Portal Access 3. Add SAP Portal to your ‘Favorites’ In your internet browser window, manually enter the following web address: Add this web page to your ‘Favorites’ Go to ‘Favorites’ -> ‘Add to Favorites…’ Name the link “Milestone Portal”

10 Setup Portal Access 4. Signing On Your User ID is the same as your Milestone Windows ID (eg. ROHEJ01, CORDTJ01, PISONF01) Add this web page to your ‘Favorites’ Go to ‘Favorites’ -> ‘Add to Favorites…’ Name the link “Milestone Portal” Your initial password is: milestone09 You will be asked to change your password The password needs at least one letter and one number “Always Allow Pop-ups”

11 What is the SAP Portal? Simple Navigation Review (Milestone Inside, Web-Mail, Time & Attendance) What does a Sales Rep See? Setup Portal Access Connectivity Requirements Internet Explorer Setup Add the SAP Portal to your ‘Favorites’ Signing in Future Capabilities Single Sign-on for the SAP Portal, Web-Mail, and SalesForce.com Account specific reporting (replace the S:/ Drive reports) Linking SAP, SalesForce.com, and Reporting information in one screen Provide single location for finding reference materials (eg. Product Training Materials) Agenda

12 Future Capabilities Single Sign-on When connecting through the VPN, you will only have to enter your User ID and Password on the VPN screen, after that you will have access to the following without entering a User ID and Password again Milestone Portal Web-Mail SalesForce.com SAP

13 Future Capabilities Account Specific Reporting

14 Future Capabilities Linking SAP, SalesForce.com, and Reporting information in one screen SalesForce.com Contacts Launch to the respective SalesForce.com Contact

15 Questions???