Cayosoft Administrator Web Portal configuration

Content: 

Portal Installation

Install the web portal

1. Confirm that you have correctly installed the Cayosoft Administrator console and that the Cayosoft Administrative Services is functioning properly.

2. 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.

3. In the Cayosoft Administrator Console navigate to Web Portal Settings.

4. 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.

5. Click Install

6. 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.

1. Open the Microsoft Server Manager

2. On the tools menu click Internet Information Services (IIS) Manager

3. Navigate to Server -> Sites -> Default Web Site

4. On the Actions menu click Bindings

5. 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.

6. Navigate to Server -> Sites -> Default Web Site -> CayosoftWebAdmin

7. Double click SSL Settings

8. Click Require SSL

9. 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

1. Logon to the server running the Cayosoft Administrator Service and the Administrative Web Portal

2. Open a web browser

3. In the address bar of the web browser enter  http://localhost/cayosoftwebadmin/

4. Enter your Active Directory credentials in the logon screen then click Login

5. 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

1. Open a web browser

2. In the address bar of the web browser enter

   https://servername.domain.com/cayosoftwebadmin/

3. Enter your Active Directory credentials in the logon screen then click Login

4. 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.

1. Logon to the server running the Cayosoft Administrator Service and the Administrative Web Portal

2. In the Cayosoft Administrator Console navigate to Web Portal Settings.

3. 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.