1. FMAnywhere:
Getting Started

2. FMAnywhere:
Getting Started

3. SAMPro-Side Setup Service Categories Work Codes Call Scripts
Web Profile
Client Sites
Web Users
Registry Settings

4. Service Categories
FMAnywhere requires Service Categories in SAMPro to be setup on the Client Site Equipment Level
The Service Category will determine which data is allowed to be viewed inside FMAnywhere

5. Work Codes Work Codes need to have a Service Category selected
Work Codes will need to be marked “Web Access Allowed”
Recommended to use a generic ‘Web Service’ work code

6. Work Codes (Call Scripts)
Attach a Call Script to the work code to have your clients answer questions when filling out a new service request
Prefix the question with a * to make it a required field

7. Web Profile
The Web Profile groups together a collection of Client Sites
The Web Profile controls which sites user has available

8. Web Profile (Custom Fields)
The Custom Fields are an optional feature to help filter subsections of client sites
Example
Owner
Regional Manager A
District Manager 1
Store Manager
District Manager 2
Regional Manager B

9. Client Site Attach the Web Profile to the Client Site
Add any additional Custom Fields
Store Number

10. Web User Enter Username, Password, Email Fields on the Main Tab
Enter a Web Profile to determine which sites should be visible
Fill out any additional Custom Fields or Service Categories to limit the group of sites

11. Web User (Cloning Profiles)
On the Main Tab, scroll down to access the cloning function
The clone function will take the dashboard layout for an existing Web User and copy that over to a new user
Recommended to have a few template users to clone from

12. Registry Settings Sys-FMAnywhere
These registries will control where s are sent to
Refreshonload -> Automatically refresh client KPIs when logging in
DisableLayoutChanges -> Prevents users from adding or removing any KPIs on screen

13. Web Setup
Tab Layout
Add Analytics
Filter Analytics

14. Tab Layout
There’s no wrong way to layout a dashboard

15. Add Analytics
Most people will prefer to add analytics for their customers then lock them down from adding more

16. Add List Analytics
Used for text entry to help inform the customer

17. Filter Analytics You can pre-filter many analytics for your customers
Not advised to add filters to any Template profiles

18. Server Setup SAMPro 9.0 – Glassfish vs SAMPro 9.1 - Microsoft IIS .NET
Customize Images To Display Your Company’s Branding

19. Server Environment SAMPro 9.0 – Glassfish / Java
The Java Glassfish version will continue working in SAMPro 9.1
End of active development cycle
SAMPro 9.1 – Microsoft IIS / .NET
Requires SAMPro 9.1 and an installation of SAMPro 9.1 Web Tools
Actively developed with new features being added

20. Add Your Branding Login Page Welcome Image Page Title Favicon
Loading Logo
Logo
This can be customized per client / web profile login
Ex: Display Target logo instead of Your Company

21. The End