Introduction: Getting Started

After installing FMAudit Central, you may login and set up the options as it applies to your organization and customers.  Launch Central from the local machine using a standard web browser by opening the URL http://127.0.0.1:port/virtual_directory, or from a remote machine using http://ipaddress:port/virtual_directory.

The default login is User name: admin, Password: admin (case sensitive).  It's recommended you change these settings.

From the Main Admin Page, follow these steps in sequence to configure Central for the first time.

1. License FMAudit Central.
  • Select Licensing then click on the Download Selected button to connect to the FMAudit license server, or Import License button to browse for a License.lic file.

  • 2. Edit the default Administrator Password.
  • Select Dealer Information -> Contacts, then under the Main Dealer Contact Listing section select the Edit link next to the Administrator contact

  • Under the Add/Edit Main Dealer Contacts section, edit the information and click on the Add/Update Contact button to save your changes.  Alternatively click the Change Password link in the upper right corner of the page.

  • Add any additional Dealer Contacts for your company

  • 3. Edit the Dealers Address and Branding Information.
  • Select Dealer Information -> Edit Address, and fill in the information and click on the Update Account button to save your changes

  • Select Dealer Information -> Branding, and modify the logos and URL's and click on the Update button to save your changes

  • Select Dealer Information -> Email Templates and modify the default email body message, look and feel

  • Detailed branding of the WebAudit and Login pages is available to match the look and feel of your company's website

  • 4. Set the Global Password Policies.
  • Select Password Policies, modify the options and click on the Update button to save your changes

  • 5. Set the Global Data Visibility Options.
  • Select Data Visibility -> Audit Field Selection, and uncheck any boxes appropriate for your company and click on the Apply Updates Account button to save your changes

  • Select Data Visibility -> Account Visibility, and select the option whether or not Dealer Users are able to view all accounts, or only those assigned to them, clicking on the Update button to save your changes

  • 6. Set the Central Sync Options.
  • Select Synchronize Data -> OEM Values, and enable the "Sync OEM info in real-time" box, followed by the appropriate selection under the "Schedule Period" options and click the Save button to save your changes

  • Select Synchronize Data -> Calculated Values, and select the appropriate options under the "Schedule Period" section and click the Save button to save your changes

  • 7. Account Creation.
  • If your dealership will be using the FMAudit Onsite application to automate the collection of meters and other data, select Synchronize Data -> Onsite, and define new Onsite sync pairs, assigning them to the appropriate Parent Account after clicking the Add button.  When data is received from Onsite, a new child account will be created automatically under the parent assigned to the user/pass combination, unless the account already exists.

  • If your dealership uses OMD iManager/NetVision or iOffice, you may automate the account creation using the appropriate ERP sync from the Synchronize Data module.

  • If your dealership already uses FMAudit Viewer, select Customer Accounts -> Import, and browse to .fma files containing one or more accounts exported from Viewer

  • Accounts may be added one at a time by selecting Customer Accounts -> Create, and entering the applicable information.  Refer to the creating a multi-tier account structure help file for information on structuring the Central account hierarchy for multiple dealers and end-user branch locations

  • 8. Meter Gathering.
  • If your dealership will be using the FMAudit Onsite application to automate the collection of meters and other data, you may download and deploy Onsite

  • If your dealership will be using FMAudit WebAudit to collect meters, you may create customer contacts for the applicable accounts, and then use the Meter Validation module to automate emails to be sent to them on the appropriate billing schedule, prompting them to launch the audit process.  You may include the WebAudit launch button on your current "Submit Meter Readings" website page using the following HTML code, modifying the URL to match your externally hosted FMAudit Central: <a title="Perform WebAudit" href="http://www.fmwebaudit.com/FmaCentral2/WebAuditProcess.aspx">
    <img border="2" src="GetFMAW.png" width="88" height="31"></a>

  • If your dealership uses FMAudit Viewer, audits may be performed at your customer sites, and then imported into Central

  • 9. Device Management.
  • Assets under a service contract from your dealership may be flagged as a "Managed Device" using the Managed Devices -> Configure Settings module.  Further options allow you to edit serial numbers, equipment ID's and other detailed device information

  • Refer to the "Tutorials" page for information on FMAudit Central Flash Tutorials available online.

     

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