Application pool settings

Ensure the Application pools used by customer portal is running on .net framework 4.0 (Refer Fig 5.12)

Fig. 5.12

Configure Application pool for service.

Application Setup Process

To setup the customer portal app, you need to login into EQMS application using admin Id.Go to Masters menu,select Customer Master menu item and create a customer you need to use for the customer login as illustrated : (Refer Fig.5.13)

Fig. 5.13

Fill the customer details and submit (Refer Fig.5.14)

Fig. 5.14

Fig. 5.15

Once you created the customer ,click on customer name as shown below.

Click on account information tab to create the username and give user other privileges. (Refer Fig.5.16)

Fig. 5.16

After filling account information click on submit button .Now you can login to your customer portal with your username and default password is your username as you have added in account information. Please make sure that SMS is checked or not before login to customer portal.If it is not checked then checked it and click on update button and go to account information tab and submit the account details again.

Once you are done with EQMS app, logout and Right click customerportal site and browse (Refer Fig 5.17)

Fig. 5.17

Browse the site and you will get the company selection screen. Enter the URL of your EQMS app as shown in fig 5.18 and 5.19.

Fig. 5.18

Fig. 5.19

Click submit button it will show your company name as shown in fig.5.20

Fig. 5.20

Now click on press button to select company as shown in fig.5.21.

Fig. 5.21

After next button click you will get the login screen. Enter the username and password for Customer portal which you have created in Customer Master of EQMS app. So you can now provide usernames and passwords to your customers and the path to your customer portal for them to login and track complaints. (Refer Fig 5.22 and Fig 5.23)

Fig. 5.22

Fig. 5.23

After login you can see the complaints as shown in fig 5.24.

Fig. 5.24