On-Premise-Hosted Help Guide

Please follow these instructions for setting up your EIOBoard Installation.
STEP 1

Install EIOBoard Server

Please exit all programs before installing EIOBoard Server.
1. Enter Your Installation Key 2. Choose Folder Location
Installation Key Choose Folder
3. Configure IIS 4. Install SQL Server
Configure IIS Install SQL Server
For additional help, please refer to the On-Premise-Hosted Installation Guide.

 

 

STEP 2

Choose Your Interface Option

Application

Browser

Outlook Add-In

Mobile

EIOBoard Application Interface EIOBoard Browser Interface EIOBoard Outlook Interface EIOBoard Mobile Interface
Benefits Benefits Benefits Benefits
 Includes all features  No need to install anything  Includes all features  Runs on most mobile devices
 Runs without Outlook  Accessible from any PC  Built into Outlook  Can be accessed anywhere
Limitations Limitations Limitations Limitations
Runs only on Windows OS Must use a browser Must have Microsoft Outlook No administration area
Learn More Learn More Learn More Learn More
STEP 3

Choose a Deployment Option (Compare Interface Capabilities)

EIOBoard Application

Application Interface

Browser Logo

Browser Interface

 EIOBoard Application Interface Setup (EXE) From any web browser navigate to: http://YourServerNameOrIP
If used outside of the Server’s network, you must make Server¬†externally available (open Firewall)
 EIOBoard Application Interface Setup (MSI/GPO РSilent Install)
Outlook Logo

Outlook Add-In

Mobile Logo

Mobile Interface

Outlook 2000, XP/2002, 2003, or 2007: From a mobile device (will automatically redirect):http://YourServerNameOrIP
Please use EIOBoard v9.x if you need to support legacy versions of Outlook From a standard browser (to test): http://YourServerNameOrIP/Mobile
Make sure Server is externally available (open firewall).
Getting Started Guides

Getting Started Guides

 EIOBoard Application Getting Started Guide
 EIOBoard Outlook Add-In Getting Started Guide
 EIOBoard Browser Getting Started Guide
Outlook 2010, 2013, or 2016:
 EIOBoard Outlook Add-In for 2010/2013/2016 (EXE)
 EIOBoard Outlook Add-In for 2010/2013/2016 (MSI/GPO РSilent Install)

Extra Deployment Options (OPTIONAL)

Terminal Server

Terminal Server

Microsoft Sharepoint

Sharepoint Integration

Terminal Settings Features
EIOBoard Registry

Registry Settings

Deploying Settings with the Registry

 

 

STEP 4

Add Users

Add Users to EIOBoard

Add User Manually

User Import Wizard

User Import Wizard

You can Manually Add users to EIOBoard With our very simple user information form found in the Administration Area under Users > New. The fastest way to import users you have saved on an Excel sheet or any file that works with Excel is out Import Wizard found in the Administration Area under Users > Import.
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AD Sync w/ Windows Authentication

AD Sync w/ Windows Authentication

Company User Settings

Company User Settings

The AD Sync tool will help you synchronize your contacts and all their information with custom built templates. We have included a Company User Settings feature in our Application and Outlook Add-in Intefaces, which allows administrators to deploy user settings without being at the user’s desk. Administrators can now Change Views, Toolbar Buttons, Chat Options, Automatic Sync, and more.
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STEP 5

Configuring EIOBoard

You can configure EIOBoard to fit almost any situation and company environment. Here are some options from our Administration menu to help you manage and configure your EIOBoard.

  1. User and Securities
  2. Groups and Locations
  3. Statuses
  4. Company Settings
  5. Telephone Integration
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