Before proceding, make sure you have set up or upgraded SuperOffice Web Services (NetServer) to the same version as Customer Service.
You need to configure some startup data that is specific to your installation – among else you need to specify the mail server to use, default from address, the company name, the ODBC database user, NetServer system users and a few other things.
Start cmd.exe from the start menu and navigate to your installation directory, and then to the subdirectoy /bin under that. Run the application ejtermsetup.exe, and you will be prompted for the necessary settings.
Choose system language: Customer Service will use this language to prime the database with different things that are not multi-language (for example the default system templates, priorities and so on). You will not be able to changes this later.
Hostname: This should be the hostname which application will be access on. Normally this is the same as the DNS address you entered when installing Customer Service.
What is your name: Enter your name here. This is only used for information about who has installed the application.
What database system will you use: Choose the database type which your database is running on.
Username: This is the same username as you used in the ODBC setup.
Password: This is the same password as you used in the ODBC setup.
DSN: The name of the ODBC/DSN source.
NetServer endpoint: Enter the URL for the NetServer installed for this eJournal installation.
SuperOffice CRM administrator user: Here you must enter a user which has NetServer administrator rights. This user will be used to create a NetServer system user, which will be used by the Customer Service application. If you have just run the server setup, you configured a first user there, and you should use that one.
Password for this user: The password for this CRM administrator user. After pressing "enter" you may have to wait some time.
Basepath: This is where the application is installed. Normally there should be no reason to use anything but the default value, as this is picked up from the installer.
Login name of existing CRM user: If you have an upgraded pre-seven CRM database, you must connect the first Customer Service user to an existing CRM user. Enter his/her username here.
Email for the first user/administrator email: If the first user does not have an email address, you must enter it here.
Default email: This is the default email address which will be used when sending emails. This should be an email address of an mail box that is intended to be imported into Customer Service.
SMTP hostname: The address of your SMTP address, which will be used to send emails.
SMTP port: The port number used by your SMTP server. This is normally 25.
Cgi-bin path: The path to the cgi-bin folder on the web server when accessed using HTTP. If you let the installer set up the IIS site, you can use the default value.
HTTP path: The full HTTP path to your server, except the cgi-bin part. If you let the installer set up the IIS site and you entered the same under “hostname”, you can use the default value.
Default group: All users must have a usergroup. Enter the CRM usergroup which you want to assign to internal associates created by the Customer Service application.
Redirection: If you want any automatic redirect you can set this up here. Type "none" to skip this. Redirection is not covered in this document.
Available on the Internet: Enable this option if your Customer Service Server installation is online on the Internet. This will unlock some functionality in the Customer Service Server that relies on an Internet connection.
Do you want to start the ejScheduler service: If you start the service, the application will begin to import and send email as soon as you configure it. The service is also used for all background processes, like escalating request, sending alerts and so forth. If you answer “no” here, the service will still be installed and enabled, but not started. That means it will start when you boot the system if you do not disable it. You can go to service management to start the service when you are ready.
When ejtermsetup.exe is done, it will tell you that your installation is ready to run and the address where it should be available in a web browser. You can log in with the administrator user you entered earlier, and start configuring the system.