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Install eTASK.FM portal

FM-Portal

IC1049
FM-Portal

eTASK Setup Assistant welcome screen showing software version 2020.3.3976.5443, with
eTASK Setup Assistant welcome screen showing software version 2020.3.3976.5443, with "Weiter" and "Abbrechen" buttons

Once you have downloaded the eTASK.FM Portal Setup from the Customer Center, you must configure the FM Portal.

Prerequisite

  • You have administrator rights on the computer where you want to install the eTASK.FM Portal

  • You have the right to install Windows Features on the computer where you want to install the eTASK.FM Portal

Procedure in the FM Portal

  1. Follow the instructions in the installation wizard.

  2. In the "Configure the eTASK.FM Portal" step, enter your portal URL, your customer ID, and your desired login credentials.

Configuration dialog for eTASK.FM-Portal with fields for URL, site name, administrator name, password, and options to show passwords and install eTASK.CAD
Configuration dialog for eTASK.FM-Portal with fields for URL, site name, administrator name, password, and options to show passwords and install eTASK.CAD

  1. In the next step, select the option "Use existing SQL Server" and fill in the required fields.

SQL server selection dialog for eTASK installation. Options to use existing server or install Express Edition. Input fields for server details.
SQL server selection dialog for eTASK installation. Options to use existing server or install Express Edition. Input fields for server details.

  1. In the next step, select the required option.

Database installation dialog for eTASK, showing SQL Server details, database name input, user credentials, and options to create new or use existing database.
Database installation dialog for eTASK, showing SQL Server details, database name input, user credentials, and options to create new or use existing database.

New database will be created: A new, empty eTASK database will be created using the data specified above.

Existing, populated database is used: If an eTASK database with data already exists, you can use it by selecting this option. The data specified above will be used as login credentials.

Existing, empty database is used: If an eTASK database without data already exists that you want to use, select this option. The data specified above will be used as login credentials.

Then continue with the installation.

  1. In the FM Portal Configuration step, configure the email and security settings.

Configuration window for FM-Portal email and security settings, showing SMTP server, domain, login options, and credential fields
Configuration window for FM-Portal email and security settings, showing SMTP server, domain, login options, and credential fields

  1. Follow the remaining instructions in the installation wizard.

eTASK.FM Portal is now installed.

 

Now set up the SSL certificate for your FM Portal.

  1. Log in to your server.

  2. Open the "IIS Manager" program.

  3. Click on the server name. The server certificates will be displayed.

IIS Manager showing server certificates for TENERIFFA domain, with options to import and create certificate requests
IIS Manager showing server certificates for TENERIFFA domain, with options to import and create certificate requests

  1. Create a certificate or open an existing one. The Certificate window will appear.

Note: Please contact your IT department or IT service provider

Tip: You can find assistance with SSL certificates here (external link): IIS 7: Generieren von CSRs (Zertifikatsignieranforderungen) | SSL-Zertifikate - GoDaddy Hilfe DE

  1. Click the Details tab. Click the Subject tab. Make sure the certificate is issued to the CN under which the FM portal is registered (URL of the FM portal). Click OK.

IIS Manager showing server certificates dialog with details of an SSL certificate for pm.etask.de domain
IIS Manager showing server certificates dialog with details of an SSL certificate for pm.etask.de domain

  1. On the left, under Connections, click Sites and then the name of the FM portal (usually “eTASK_[customer code]”).

  2. On the right, under Actions, click on Bindings.... The Site Bindings window appears.

IIS Manager showing eTASK_ETPM site configuration, with SSL certificate selection dialog open for HTTPS binding
IIS Manager showing eTASK_ETPM site configuration, with SSL certificate selection dialog open for HTTPS binding

  1. Select the "https" row and click Edit.... The Edit Site Binding window appears.

  2. In the SSL Certificate dropdown menu, select the SSL certificate to which the site should be bound.

The SSL certificate is now set up for your eTASK.FM portal.

Note: The data backup concept is to be implemented by the customer.

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