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VM Image Setup and Remote Access (if not hosted by JDOnline)
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Add server image as Virtual Machine in VMWare/Hyper-V
- Inform CustomerTRAX if you have a VMWare or Hyper-V virtual server, and if it’s in-house or 3rd party hosted.
- CustomerTRAX will send download link for VM image file
- Image needs to be added as Virtual Machine in VMWare/Hyper-V
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Remote access to Server
- CustomerTRAX will need remote access to the Handle server
- Preferred method is LogMeIn – we can provide dealer install link to add the server to our account
- Other options may include dealer providing VPN / RDP / Web Portal access
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Handle Server Hardware requirements
- We can/will provide a pre-built windows 2012r2 VM (Either VMWare or HyperV format) to assist in the set up process. This image can be used in existing VM host environments. It is pre-loaded with all the software and settings we need for Handle, OS licensing and OS/Domain configuration is the customer or hosting provider’s responsibility.
- CustomerTRAX is not responsible for ongoing maintenance or failures related to hardware or the Operating System.
- Minimum/Recommended Requirements
CPU |
Minimum Dual Core processor: 2 Ghz or higher |
Hard drive |
2 Hard drives: 100GB each Recommend RAID 5 or better (would require 3 drives) |
Network Cards |
Two Gigabit cards, (if) in case server is to be placed in DMZ or any dual honed environment |
Power Supply |
Two power supplies; (one) for redundancy |
RAM |
Minimum 8gb RAM – (12 recommended) |
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Handle URL Setup
- Need to set up a Fully Qualified Domain Name (FQDN) URL that points to the Handle server
- Needs SSL certificate for port 443 access
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Public-facing URL is preferred to allow use of Handle mobile apps and user access outside of the dealer’s network
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Business System Connection Info
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The following information needs to be sent from the dealer to support@customertrax.com:
- Is your Business System server in-house or hosted by a 3rd party?
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EQUIP
- EQUIP Database server name
- EQUIP Database server IP address
- EQUIP Database name
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PFW
- PFW server URL or IP address
- PFW server library name
- Need a PFW database login set up for us, with only read-only access required.
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Business System Connection Setup
- CustomerTRAX will use the info provided in the previous section to set up an ODBC connection to the Business System database
- Connection is required in order to load data from the Business System to Handle
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EIS / BSI Web Service Connection
- Web Service connection is required for Handle to send data updates from Handle back to the Business System
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EQUIP
- Integration with EIS web service
- Need to set up domain user login with membership in the EQUIP_SDK_USER group
- Send user credentials to support@customertrax.com
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PFW
- Integration with BSI web service
- Dealer needs to purchase BSI license
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Handle Setup/Configuration
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CustomerTRAX needs to complete several setup and configuration steps on the Handle server in order to get Handle up and running for your dealership
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Data Load
- CustomerTRAX will run sync processes to load data from Business System to Handle
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May take several hours to complete
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User List
- CustomerTRAX will provide Excel user template for you to fill out
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Send completed list to support@customertrax.com
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User Entry
- CustomerTRAX will add all users to Handle
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We will provide the dealer with login instructions and user credentials for Handle