Overview of the Applied Systems Web Portal

This document provides general information about the Web Portal and instructions for registering and accessing the Web Portal. After you have logged into the Portal, more information is available on our secure site at http://www.appliedsystems.com/doc_central/SW-Support/TAMportal.htm.

• Portal Features
• Portal Requirements
• Register to Use the Web Portal
• Sample of Registration Email
• Access the Web Portal
• Portal FAQ's

Portal Features

The portal provides a single interface for your interaction with Applied Systems via the Internet. The portal offers:

• "One-click" access to website tools.
• A website personalized for the client. The website displays only information (KBs, docs) about products your agency uses.
• Website security management at a client level. Your agency can set up multiple website user codes.
• The ability to lock certain areas of the website. An agency administrator can "lock down" certain areas of the Applied Systems website for your agency employees.
• Manage your personal profile.
• Self-register using your existing client ID and phone number.
• Review your customized "To Do" list, which may include items such as downloading a new update or completing a survey.
• Access quick links to important website links and tools.
• Verify the list of your products currently supported by Applied Systems.
• Read the latest Applied Systems news.
• Take advantage of "one-click" access to updates, software requests, Online Chat, and KnowledgeBase articles.
• Access your support call history.
• Manage subscriptions to Applied Systems newsletters (Facts Express, Client Solutions News, Eye on Applied).
• Optionally connect with a low speed Internet connection, such as dial-up.

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Portal Requirements

• Internet Explorer 6 or 7: Currently, the portal has only been tested with Microsoft Internet Explorer 6.0 and above. Other browsers may be used, but the results may be inconsistent. Cookies must be enabled on the browser.
• Valid Email Address: To set up an account, a valid email address is required.

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Register to Use the Portal

Note: You must have a valid email account to register for the web portal.

The Applied Systems web portal provides a customized menu based on your product. By registering to use the portal, Applied Systems can gather information and provide information specific to your needs.

1. Access the Applied Systems Internet home page at www.appliedsystems.com. From the homepage, click Client Logon at the top right or Login at the bottom right.

2. Click Register Now.

3. Complete the Company Information area.
   • Verify that USA or Canada is selected for Customer Type.
   • Enter your Customer ID and Local Phone Number. (Include hyphens when entering the phone number.)

     Note: Contact Software Support if you cannot remember your Customer ID and/or phone number.

   • Click Next.

   

4. An existing contact list for the agency displays if your agency has any assigned contacts. If your name displays in the list, click Edit for your name. If your name does not appear in the list, click Here.

   

5. Complete the Account Information text boxes and click Save.

   Note: Your username must be unique, which means that no other Applied Systems customer can use the same login as you. If you receive a message saying, "Username is already in use," try a different username. Also, make sure to enter a valid email address, since your password will be emailed to you.

   

6. When registration is complete, you will receive the following confirmation screen. Check your email account for a new email message that includes your web portal password and a link to the web portal.

   Note: Web portal passwords are case sensitive.

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Sample of Registration Email

Thank you for registering with the Applied Systems portal!

We are writing to confirm your registration and to provide you with your new password.

Your User Name is: cname. Your password has been set to: XXXXXXX
Note: Passwords are case-sensitive. You may change your password under the Profile Tab within the portal.

Some features of the Applied Systems portal include...

Go to http://www.appliedsystems.com/apps/Portal/ to enter the portal now...

QUESTIONS about the portal?

Documentation can be found at http://www.appliedsystems.com/doc_central_public/portalpublic.htm

Or email us at: webmaster@appliedsystems.com

We hope you enjoy your personalized user experience with Applied Systems.

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Access the Web Portal

1. Access the Applied Systems Internet home page at www.appliedsystems.com.
2. Click Client Login at the top or Login at the bottom.
3. Enter the Username that you specified when you registered for the portal in the Username field.
4. Enter the Password that you received in your registration email in the Password field. If this is not the first time you are entering the portal and if you have already changed your portal password, then enter your new password.

   Note: Passwords are case sensitive. To avoid login errors, it is recommended that you enter your password manually rather than pasting it into the Password field.

5. Click Login. You will be brought to the Home tab of the portal.

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Portal FAQ's

I forgot my password or can't login using my new password. How can I reset my password?
You can either contact your agency's Portal Administrator to reset your password or you can access the http://www.appliedsystems.com home page, select Login or Client Login, and select the Forgot Password option on the left near the Portal login. You will be prompted for your Username, Email address, and the answer to your Secret Question. In a few moments you will receive an email from Applied Systems Automated Email with the new password. If you forgot the answer to your Secret Question, have the owner of your agency or your main IT contact fax a signed letter to Software Support at (708) 534-5576 on your agency's letterhead stating that it is OK for support to reset your password.

If I have problems with the portal, whom should I contact?
Send an email to webmaster@appliedsystems.com. Include your client info and your portal username.

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Last Revised: March 20, 2008 01:20 PM

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