end user guide - apptix business communications | ms · pdf file · 2012-12-19end...

End User Guide

Hosting Administration Control Panel (CP)

Apptix Live Support: 866-428-0128

Apptix End-User Hosting CP / Table of Contents | of 14

Apptix Live Support: 866-428-0128 Email Support: [email protected]

Table of Contents

QUICK REFERENCE GUIDE ....................................................................................................................................... 3

DOCUMENTATION TYPOGRAPHICAL CONVENTIONS ........................................................................................................ 4

END-USER APPTIX ONDEMAND CONTROL PANEL ACCESS ............................................................................... 5

LOGGING INTO THE SYSTEM (AS AN END-USER) ............................................................................................................. 5 RESETTING YOUR PASSWORD ...................................................................................................................................... 6 CHANGING CONTACT INFORMATION ............................................................................................................................ 8 VIEWING EXCHANGE SETUP INFORMATION .................................................................................................................. 10 ADDING EMAIL ALIAS ADDRESSES .............................................................................................................................. 11 ENABLING EMAIL FORWARDING .................................................................................................................................. 14

FEEDBACK: If you note mistakes in this guide, or identify procedures that are incorrect, we encourage you to email your feedback to [email protected]. We continually strive to improve our customer support resources and your feedback in invaluable in assisting us with our goal to provide exceptional customer service.

PLEASE NOTE: This Apptix Hosting Control Panel Support Resources section is updated periodically as new customer resources are added to assist customers with the use of their hosted services. You should occasionally check for updates to these support resources by logging into the Admin Control Panel and selecting the Support menu option under the Hosting menu.

mailto:[email protected]

Apptix End-User Hosting CP / Quick Reference Navigation | of 14


LEGEND FOR MENU NAVIGATION

Menu | Structure [Buttons] Tab or Sub-Tab Hyperlink Column Name, Checkbox, Radio button etc: Instruction

END USER ACCESS

FEATURE MENU NAVIGATION QUICK REFERENCE COMMENT

Resetting Password User Account | Login | [Change Password] Users can utilize this feature to change their current password. If the User does NOT know their password, the Admin will have to reset on the User’s behalf.

Change Display Name User Account | Login | [Edit] The Display Name is the name seen by email recipients.

Change User Contact Information

User Account | Contact Information | [Edit] Three (3) separate sections: General, Address, Phones.

Viewing Exchange Setup Instructions

Exchange Mailbox | General | Mailbox Access: View setup info

A pop-up screen displays setup instructions for: Outlook, Web Access (OWA), Active Sync, IMAP4, POP3.

Add Email Alias Address(es)

Exchange Mailbox | E-mail Addresses | [Add New E-Mail Address]

A User can create unlimited email aliases that route email to their mailbox.

Change Primary Email Address

Exchange Mailbox | E-mail Addresses | [Change] | Primary e-mail address: Set as primary e-mail address | [Finish]

A User with multiple email aliases may select only one as the primary, or "reply to", email address.

Setup Email Forwarding Exchange Mailbox | Forwarding | [Enable Object] | Enter forwarding email address | [Submit]

When forwarding, a copy may also be left on the Exchange server mailbox.

Apptix End-User Hosting CP / Introduction | of 14


Welcome to the Apptix End User

Hosting Control Panel (CP) The Apptix account control panel is your gateway to all of the administrative functions that you can perform on your Apptix account as an end-user. An end-user is any account that does not have administrative privileges. Nevertheless, end-users can access the Hosting Control Panel to manage a number of features associated with your Apptix account.

Documentation Typographical Conventions

The following formatting conventions are used throughout this guide.

FORMATTING CONVENTION TYPE OF INFORMATION EXAMPLE

Bold Used to identify screen names and input fields.

The Add New Domain screen is displayed which

…

[Bold brackets] Used to identify buttons and icons on a screen which are used to accept data input or navigate to a new screen.

Complete this screen and click the [Next >>]

button.

Bold Menu | Navigation Options

Used to define a series of menu options selected in order. Each individual menu choice is separated by the | divider icon.

To make new domain purchases utilize the Billing | Domain Management | Register New function

from the main menu.

Dark Blue Underline Used to identify a hyperlink on a screen. Click on any of the Select links under the Select

column in order to access that subscription’s main menu screen.

Bold Italic Bright Blue Used to identify a hyperlink to a different section of the documentation guide. Click on these links to quickly access the referenced information.

To make new domain purchases utilize the Billing | Domain Management | Register New function from the main menu >> Clicking on the “link” above will take you to the documentation guide page where this information can be found.

Apptix End-User Hosting CP / End-User Access | of 14


End-User Apptix Hosting Control Panel (CP) Access End-users who have hosted Exchange, SharePoint, or other hosted services with Apptix also have access to the Apptix OnDemand™ control panel. Their “role,” or permissions, are configured so that end-users can only make changes to their own account without affecting other users or the account itself. These account changes are restricted to items such as the individual user’s email address(es), contact information, password reset, etc.

Logging into the System (as an end-user)

1) Log into the Control Panel at https://cp.collaborationhost.net. The Username and Password are the same as for logging into Exchange and SharePoint. Typically the Username is the same as your email address.

Please call customer support at 866-428-0128 if you experience any problems with logging in.

2) Once logged in, the end-user will see the main Apptix OnDemand menu, which is specific to that user’s “role”:

As you can see in the example above, the end-user has no access to the overall company account, billing, nor any add/delete mailbox capabilities. Should an end-user need greater access, the end-user’s “role” may be upgraded to administrator-level in the Apptix Hosting CP portal by a current account Administrator. Once upgraded, the end-user access will be greatly enhanced.

https://cp.collaborationhost.net/

Apptix End-User Hosting CP / Resetting Password | of 14


Resetting your Password

IMPORTANT: Rather than using the Outlook Web Access (OWA) portal to change a User’s Exchange password, we recommend that all Users utilize this Admin Console portal to change passwords. Resetting the password from the Admin Console will update BOTH the Admin Console AND Exchange email access passwords so that they are both the same and there is no confusion as to being locked out of either the Admin Console or the User’s mailbox.

1) Log into the Control Panel, and access User Account | Login from the left-side navigation or main menu links:

2) The current user credentials are displayed. Click the [Edit] button to change the Display name. Optionally, click the [Change Password] button to reset the password.

Apptix End-User Hosting CP / Resetting Password | of 14


3) Enter the new password and confirm the password in the second field. Click the [Submit] button to save your password changes.

Apptix End-User Hosting CP / Changing Contact Information | of 14


Changing Contact Information

1) Log into the Control Panel, access User Account | Contact Information from the left-side navigation or main menu links. The following screen is displayed:

Apptix End-User Hosting CP / Changing Contact Information | of 14


2) Click any of the [Edit] buttons to add or change personal contact information. Make any updates/edits and click the [Submit] button to save your changes for this end-user.

This information is displayed to other users in your account via the Global Address List.

You may edit the following main sections of the Customer’s Contact Information: i. General ii. Address iii. Phones iv. Organization

Apptix End-User Hosting CP / Viewing Exchange Setup Information | of 14


Viewing Exchange Setup Information

1) Log into the Control Panel, and access Exchange Mailbox | General from the left-side navigation or main menu links. The following end-user mailbox information is displayed:

2) From within the Mailbox Access section, click the View setup info links to see configuration instructions on how to access OWA, Outlook (RPC over HTTPS), ActiveSync (if enabled for this user), and IMAP/POP.

Follow the setup instructions displayed in the Help Window for each item selected:

NOTE: The OWA link takes the User directly to the Outlook Web Access (OWA) login window.

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Adding Email Alias Addresses

1) Log into the Control Panel, and access Exchange Mailbox | E-mail Addresses from the left-side navigation or main menu links. Here you will see the user’s primary email address, as well as any additional aliases also associated with this mailbox. Click the [Add New E-Mail Address] button.

2) Enter a new email address prefix for this alias in the E-mail address: input field, and select the desired domain name from the drop-down list. Click the [Submit] button to accept the inputs for this email alias.

3) The E-Mail Addresses screen updates to show all email aliases for this mailbox and the Status column updates with “Creating” for the newly created email alias. You may click the Refresh link at the top right of the screen after a few seconds, and the status will refresh to be “Ready”.



4) Now that you have more than one email address/alias associated with this mailbox, it is possible to change

the primary email address by clicking the [Change] button shown in Step 1 above.

The primary email address is identified at the top of this E-mail Addresses screen and also identified as the primary under the Primary e-mail addresses column.



5) If you click the [Change] button, the Primary e-mail addresses column updates with links for all defined email aliases. Click on the desired email alias Set as primary e-mail address link to designate the email address as the new primary email address for this mailbox. Click on the [Finish] button to make the primary email address change.

The newly selected primary email address will be displayed on the E-mail Addresses screen that displays all defined email addresses for this mailbox.

NOTE: By clicking the Synchronize Service User’s login with primary email address checkbox, the User’s login access will be re-set to correspond with the new primary email address.

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Enabling Email Forwarding

1) Log into the Control Panel and access Exchange Mailbox | Forwarding from the left-side navigation or main menu links. To enable forwarding, click the [Enable Object] button.

2) In the E-mail address: input field type the email address to which you would like to forward your messages. This is a free-form field that requires that you type the forwarding email address exactly as it should be addressed. Click the [Submit] button to save your email forwarding parameters.

Click the Leave copy of messages checkbox if you wish to leave a copy of your email messages in your Apptix mailbox in addition to forwarding email to the specified forwarding email address.

If you do not click this checkbox, email will be forwarded to your external email address without saving a copy in your Apptix mailbox. Once you have finished, click the [Submit] button to finalize your forwarding parameters.

NOTE: The above example represents email forwarding to a Blackberry Internet Service (BIS) account, which is email only. To obtain full replication and synching of your Exchange mailbox (Email, Contact, Calendar, Notes & Tasks) to a Blackberry device you will need to obtain Blackberry Enterprise Service.

end user guide - apptix business communications | ms · pdf file · 2012-12-19end...

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