Sales Demo Environment

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[[Category:Support]]
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[[Category:Development]]
== Intro ==
== Intro ==
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* Client Application Demo Environment: http://demo.jaguarfreight.com/Client/
* Client Application Demo Environment: http://demo.jaguarfreight.com/Client/
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== How to create and configure new demo account ==
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== How to create demo account ==
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Please follow instructions below:
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Each sales person should have his/her own account on Sales Demo server. Please contact Montira at Montira@jaguarfreight.com to request your account.
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1) Click on Demo environment for Internal Application and log in as the demo account in order to create your own account on demo environment for your demo purpose with your own user name and password.  
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You can use your account to log in to Internal Application to configure system for demonstration.
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Please note that usually you would like  to create an account that is the same as the production environment, so you can easily remember your username and password.
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== How to configure system for demonstration ==
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Demo account that can be used: demo@jaguarfreight.com  password: Jaguar1
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To prepare demonstration you will have to:
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2) Once you created your account, you can logout from demo account and login as your own account to create client demo accounts (non-Jaguar accounts)  
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* configure Client Company profile
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* create/configure non-Jaguar user (to emulate Client user)
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* create/configure Jaguar user (to emulate Jaguar operator)
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* add additional configurations as required (Shippers, Consignees, TMS congfig, etc)
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3) Method of creating non-jaguar accounts for demo:
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=== Client Company profile ===
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TBD
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a. Log on Internal Application demo environment > Admin >  Users and Offices > Non - Jaguar tab
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=== How to create and configure non Jaguar accounts ===
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a. Log on Internal Application demo environment. Goto Admin >  Users and Offices > Non - Jaguar tab
b. Click Add to create a new demo client account
b. Click Add to create a new demo client account
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d. Most clients will set as E0.client company for the visibility. They will have visibility to that particular E0.client company shipments.  For clients who would like to see many client company shipments, this can be set as E0.company group if the group is listed as an option. Or user can set the client role by E0.Client Company and add more client company to client profile this way.
d. Most clients will set as E0.client company for the visibility. They will have visibility to that particular E0.client company shipments.  For clients who would like to see many client company shipments, this can be set as E0.company group if the group is listed as an option. Or user can set the client role by E0.Client Company and add more client company to client profile this way.
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e. Click ok.  
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e. Click ok.
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=== How to create and configure Jaguar user ===
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TBD
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=== How to manage additional configurations ===
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TBD
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4) Log on the client application demo environment by using the username and password that has been created. You are ready to demo.
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== Speed and Uptime ==
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== Up-time levels ==
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=== Speed ===
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This demo environment is in the process of speed improvement. This could cause some downtime.  
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Currently we host Demo environment in house on average performance server. This affects speed.  
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Please make sure that you notify us in advance before the date of demo that you will be using  this demo environment for what Date and Time and please make sure that you have client demo account successfully created.  We will make sure that you can demo smoothly.
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Project is under way to upgrade to a better machine.
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If you have any questions or require assistance, please do not hesitate to contact Montira at Montira@jaguarfreight.com
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=== Uptime ===
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TBD

Current revision as of 16:48, 20 December 2011


Contents

[edit] Intro

Sales Demo (Environment) is a copy of Cybertrax system (separate from production) that was created and maintained specifically to use during presentations to potential customers by Jaguar sales personnel.

Please note that it is not the same as Development Demo (Environment) that is used for prototyping, QA and UAT.

Sales Demo has its own database that holds a snapshot of real data from production environment. Data is updated approximately every 1-3 months.

It is accessible through the following URLs:

[edit] How to create demo account

Each sales person should have his/her own account on Sales Demo server. Please contact Montira at Montira@jaguarfreight.com to request your account.

You can use your account to log in to Internal Application to configure system for demonstration.

[edit] How to configure system for demonstration

To prepare demonstration you will have to:

  • configure Client Company profile
  • create/configure non-Jaguar user (to emulate Client user)
  • create/configure Jaguar user (to emulate Jaguar operator)
  • add additional configurations as required (Shippers, Consignees, TMS congfig, etc)

[edit] Client Company profile

TBD

[edit] How to create and configure non Jaguar accounts

a. Log on Internal Application demo environment. Goto Admin > Users and Offices > Non - Jaguar tab

b. Click Add to create a new demo client account

c. Create a non- jaguar account that you will use to log on Client application demo environment with username, password, First name and last name to show on the welcome message on client application, E0. Client company or E0. Company group with enable client role and Part C to link to address book.

d. Most clients will set as E0.client company for the visibility. They will have visibility to that particular E0.client company shipments. For clients who would like to see many client company shipments, this can be set as E0.company group if the group is listed as an option. Or user can set the client role by E0.Client Company and add more client company to client profile this way.

e. Click ok.

[edit] How to create and configure Jaguar user

TBD

[edit] How to manage additional configurations

TBD

[edit] Speed and Uptime

[edit] Speed

Currently we host Demo environment in house on average performance server. This affects speed.

Project is under way to upgrade to a better machine.

[edit] Uptime

TBD

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