| Please follow these instructions for setting up your EIOBoard Installation. | |||
| STEP 1 |
Install EIOBoard Server |
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| Please exit all programs before installing EIOBoard Server. | |||
| 1. Enter Your Installation Key | 2. Choose Folder Location | ||
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| 3. Configure IIS | 4. Install SQL Server | ||
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| For additional help, please refer to the On-Premise-Hosted Installation Guide. | |||
| STEP 2 |
Choose Your Interface Option |
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Application |
Browser |
Outlook Add-In |
Mobile |
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| Benefits | Benefits | Benefits | Benefits | |
 Includes all features |
No need to install anything |
Includes all features |
Runs on most mobile devices |
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| Runs without Outlook |
Accessible from any PC |
Built into Outlook |
Can be accessed anywhere |
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| 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) |
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Application Interface |
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Browser Interface |
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 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) |
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| EIOBoard Application Interface Setup (MSI/GPO – Silent Install) |
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Outlook Add-In |
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Mobile Interface |
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| 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). | ||||||||||||||
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| Outlook 2010, 2013, or 2016: | ||||||||||||||
| EIOBoard Outlook Add-In for 2010/2013/2016 (EXE) |
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| EIOBoard Outlook Add-In for 2010/2013/2016 (MSI/GPO – Silent Install) |
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Extra Deployment Options (OPTIONAL) |
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Terminal Server |
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Sharepoint Integration |
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| Terminal Settings | Features | |||
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Registry Settings |
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| Deploying Settings with the Registry | ||||
| STEP 4 |
Add Users |
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Add User Manually |
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User Import Wizard |
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| 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. | ||||
| Learn More | Learn More | ||||
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AD Sync w/ Windows Authentication |
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Company User Settings |
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| 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. | ||||
| Learn More | Learn More | ||||
| 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. |