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The Hudson Group Knowledge Base .: Tech Support Staff Only .: Client Center Setup

Client Center Setup

The information contained in this article, though not private or confidential, is not intended for Hudson client use.  This information is directed to and intended for internal Hudson company use only.

Summary:  This document contains the collected knowledge for setting up the Client Center.

Required Software:
    Bridge 1.60 or higher
    Web 2.66 or higher

Local Setup:
1.    Setup Real Time (RT) bridge
   a.    Bridge must be version 1.60 or higher
   b.    Will be used for profile lookup
   c.    This transfers profiles information only (profile priority config.  See notes in web setup)
   d.    Add the following config items to the HWeb-RT.ini

[Poller]
MAXRRPM=1000
PROFILEPREFIX= {Set a 2 letter prefix for web profiles}
PROFILEIDMIN=4

KB Article Client Center Bridge Config: http://knowledgebase.hudsonltd.com/article.php?id=409


2.    Setup up the Web Profile Grids
   a.    Create a folder called WebProfiles in the heweb/templates directory.
   b.    Copy Reservations.gdf, and ReservationsA.gdf from \\Hudsonts\dfs\Hudson\New Cust Setup Template\Hweb\Templates\WebProfiles unless there is a more recent version.(or use the attached files)

Note:  There must also be a regular real time bridge setup.  Reservation information will flow from what is set in the remote host configuration.  You must also have your profile priority set to pull profiles from your local system
 

Web Setup:
1.    Setup the tokens below

CLIENTCTR_SECT_DESC_LOGIN
Text that appears above the login window on the login screen.

Example:
%LOGO%<br><div style="font-weight: bolder; font-size: 16px; text-align: center;">Welcome to the Client Center</div>


CLIENTCTR_CAP_LOGIN
Login field label on the login screen.

Example: Group

CLIENTCTR_CAP_PASSWORD
Password field label on the login screen.

Example: Password


CLIENTCTR_OVERVIEW_MEMBERFIELDS
Which fields to display on the member description page

Example: Telephone,EmailAddress (this is the default)).


CLIENTCTR_MAIN_LOGO
The image URL of the logo to display on the top left of the screen.

Example: <center><img SRC=mts1/mosaic.gif></center>


MACRO_CLIENTCENTER
Macro for client center access (this removes unwanted print/verify/login boxes)

Example:
PGH=NOLOGO:1,PGH=WELCOMEROW_VERIFY:,PGH=WELCOMEROW_PRINT:,PGH=USERIDEDITINFO1:,PGH=RESRETURN:,PGH=POWEREDBY:,PGH=WELCOMER:%CCWELCOMER%

Note: If using different service panel -- PGH=WELCOMER:%CCWELCOMER%, then you need to add the token CCWELCOMER.  To get started copy value from WELCOMER token and make changes as needed.

PROFILE_RESGDF_FUTURE, PROFILE_RESGDF_LAST30, PROFILE_RESGDF_LAST30TO90
Tokens used for the reservations lookup

Example:
\TemplateDir2\WebProfiles\Reservations.gdf

2.    Setup the printing templates.
   a.    Resutil  > Configuration> reservation verify/print.
   b.    Setup up a new record with the following settings.
      i.    Alias: Print Receipt
      ii.    Description: Print Receipt
      iii.    Reservation Type: Local Reservations
      iv.    Location: {Bridge IP}
      v.    Port: {Bridge Port}
      vi.    Filter:
      vii.    Active: Yes
   c.    Template config > create receipt template.  You can copy the one from ultimate or continental.(or copy the file attached and paste into the template).  The template is type Web page and the Alias is Print.
3.    Remote Host Configuration
  a.   Remote Host: {Bridge IP}
  b.   Remote Port: {Bridge Port}
4.    Profile Priority Configuration
  a.    Add new record with the following settings.
    i. Description: Local HWeb Profile
    ii. Set Type to: Remote HWEB Profile
    iii.    Location: {Bridge IP}
      iv.    Port: {Bridge Port}
      v.    Active: Yes
      vi.   Allow Add: Yes
      vii.  Html USER file name: rails_editprof.html
5.    Group configuration
   a.    Export Group from the local system to the web
   b.    Admin password set on WEB --> Admin password: (Web services ONLY)
6.    TEST by using the following URL syntax.
   a.    https://{prefix}.hudsonltd.net/clientcenter  - points to https://{prefix}.hudsonltd.net/profiles/client_center/{siteid}/login  (note: This is already done for you when the virtual host is created)

Other Notes:
The use of “<” and “>” is not allowed on location list names.   This are considered XML markup and will cause the client center to log out.
 


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