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JobFile set up instructions for ClickHome builders. This will configure the builders account so that all of their suppliers and contractors receive a JobFile url in their call up emails and can respond accordingly.

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  1. Obtain an appropriate email address from the client which will be the main account/license holder as well as a first and last name for the account;

  2. Create an account in JobFile;

  3. Go to: http://jobfilepublictestap-env.elasticbeanstalk.com/JobFile/Registration

  4. Click ‘Sign Up - Free’;

  5. Enter the following fields as a minimum;

    1. Company Name;

    2. Email Address;

    3. Password/Confirm Password (NOTE: the password cannot be ‘password’ and must be at least 6 characters);

    4. Users Full Name;

  6. Click next and accept the terms in the license agreement, then click confirm;

  7. An email will be sent to the client, they need to verify their email addresses by clicking on the link in this email;

  8. Once this has been done you can apply the correct settings in ClickHome;

  9. You will need to login to the client portal as an admin and go to: Administration > System Configuration > Configuration and System Settings.

  10. Add all 4 of the following entries:

    1. ClickHome.JobFile.WebServiceURL:

      If using version 32 or below http://jobfilepublictstapi-env.elasticbeanstalk.com/V0

      If using version 33 or above http://jobfileapiv1publict-env.elasticbeanstalk.com/api/ 

      NOTE: ensure there are no spaces before or after these links once pasted into ClickHome

    2. ClickHome.JobFile.UserId: username/email address you created for the JobFile Account;

    3. ClickHome.JobFile.Password: password used for the JobFile Account;

    4. ClickHome.JobFile.JobFileQueueId: maxiumum value from idExportQueue in tblExportQueues (for now this will be manually obtained by JobFile Team - in future it will be generated in JobFile Admin module of the UI)
    5. ClickHome.JobFile.RegisterMode: Version 33 and above ONLY: 
      0 = nothing, 1 = external all, **2 = external but does not load any supplier with 'NOJobFIle' (see below), 3 = all
      NOTE: Ensure there is only 1 register mode entered and it is set to bStdActive = 1

  11. Then click save and setup will be complete.

* ‘ClickHome.JobFile.UserId’ and ‘ClickHome.JobFile.Password’ are the credentials of the whole Builder Company, not a single user.

 ** To insert 'NOJobFIle'  against a resource go to: Administration > Resources > Select a Resource > Click on Detail. In the details page go to the field 'JobFile ID' and insert 'NOJobFile'

 

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ClickHome 2

  1. Apply same steps as as above (ClickHome 3) except the below information needs to be entered in the database instead of the user interface;
    Configure in tblValidationEntries:
    a. ClickHome.ClickHomeLive.ServerUrl
    b. ClickHome.ClickHomeLive.ServerUserName
    c. ClickHome.ClickHomeLive.ServerPassword
  2. See below link in FogBugz or instructions beneath if link doesn't work.

http://apps.imagemation.com/FogBugz/default.asp?W512

OR;

Support for ClickHome2 JobFile Connector - Installing JobFile

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