Content:
Portal Installation
Install the web portal
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Confirm that you have correctly installed the Cayosoft Administrator console and that the Cayosoft Administrative Services is functioning properly.
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Confirm that Microsoft Internet Information Server (IIS) is installed and the Cayosoft Web Administration Portal Requirements have been met.
Note 1: As of 3.1.7, installation of the Roles and Features that are required for the Cayosoft Web Portal is performed automatically when the Install/Update button is used in the Caysoft Web Config utility. -
In the Cayosoft Administrator Console navigate to Web Portal Settings.
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Click Run Cayosoft Web Registration Tool
Tip: you can also run the registration tool from the Windows Start Screen by clicking the Cayosoft Web Config icon. -
Click Install
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Confirm all items in the Result column read Success
Note 2: if an item is not marked Success, correct the issue and re-run Cayosoft Web Config Utility.
Configure web portal security (REQUIRED)
To protect the web site you must have an SSL certificate and bind it to the web site. While most organizations have a wild-card SSL certificate, you can use a self-signed certificate until you can obtain a trusted certificate.
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Open the Microsoft Server Manager
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On the tools menu click Internet Information Services (IIS) Manager
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Navigate to Server -> Sites -> Default Web Site
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On the Actions menu click Bindings
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If an entry already exists for https, the site will support SSL and you can continue to step 6.
If an entry for https does not exist, you will need to obtain and add a SSL certificate to the server.
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Navigate to Server -> Sites -> Default Web Site -> CayosoftWebAdmin
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Double click SSL Settings
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Click Require SSL
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Click Apply on the Actions menu
Obtain an SSL certificate
You can obtain a trusted SSL certificate from a number of vendors. Here is a list of vendors that provide SSL Certificates
Access the portal
Accessing the portal locally
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Logon to the server running the Cayosoft Administrator Service and the Administrative Web Portal
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Open a web browser
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In the address bar of the web browser enter http://localhost/cayosoftwebadmin/
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Enter your Active Directory credentials in the logon screen then click Login
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Confirm that the Administrative Units (Active Directory, My Organization and Self-Service) are displayed on the left side of the screen
Accessing the portal from different devices
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Open a web browser
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In the address bar of the web browser enter
https://servername.domain.com/cayosoftwebadmin/
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Enter your Active Directory credentials in the logon screen then click Login
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Confirm that the Administrative Units (Active Directory, My Organization and Self-Service) are displayed on the left side of the screen.
Configure web portal URL settings
Users who will participate in Self-Service can automatically be sent an enrollment e-mail. To make it simple for these users to find the portal, a link (URL) is included automatically. This URL can be accessed for changes or testing by the following steps.
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Logon to the server running the Cayosoft Administrator Service and the Administrative Web Portal
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In the Cayosoft Administrator Console navigate to Web Portal Settings.
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Verify the IIS Server Name URL
Configure Default Values
Logon Name Generation
For information on new user logon name generation and setting other defaults see (Administrative Units & Default Values).
Working with Web Queries & Actions
For information on configuration and setting of Web Queries and Web Actions or setting default values, please see Administrative Units & Default Values.
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