1. Customer Relationship Management (CRM)
1.1. Compress Backups for SharePoint

How to compress files or folders into a ZIP file in Windows 10

1. Open File Explorer (Windows Explorer).

2.  Go to the file(s) or folder(s) you want to compress into a ZIP file.

3. If you want to compress multiple files or folders into a ZIP file, then you will need to select all of the files or folders you want to compress. You can select multiple files or folders by holding the CTRL key and clicking on the files or folders. Alternatively, you can click on the first file or folder, hold the SHIFT key, and then click on the last file or folder. You can also press CTRL + A to select all files or folders. 

 

 

 4. Right-click on the file or folder > Send to > Compressed (zipped) folder. For multiple files or folders, you right-click on one of the selected files or folders > Send to > Compressed (zipped) folder.

 

OR, you can also select the file(s) or folder(s), click on Share in the upper left corner of File Explorer and then click on ZIP.

 

 Windows will then compress the file(s) or folder(s) into a ZIP file.

 

 How to compress files or folders into a ZIP file using 7-Zip

1. Open File Explorer (Windows Explorer).

2. Go to the file(s) or folder(s) you want to compress into a ZIP file.

3. If you want to compress multiple files or folders into a ZIP file, then you will need to select all the files or folders you want to compress. You can do this by either holding CTRL and clicking on the files or folders you want, clicking the first file or folder and holding the SHIFT key and clicking the last file or folder, OR by pressing CTRL + A to select all files or folders.

 

4. Right-click on the file or folder > 7-Zip > Add to "[file-name].zip". For multiple files or folders, you right-click on one of the selected files or folders > 7-Zip > Add to > "[file-name].zip"

 

7-Zip will then compress the file(s) or folder(s) into a ZIP file.

 

How to compress files or folders into a ZIP file using WinRAR

1. Open File Explorer (Windows Explorer).

2. Go to the file(s) or folder(s) you want to compress into a ZIP file.

3. If you want to compress multiple files or folders into a ZIP file, then you will need to select all the files or folders you want to compress. You can do this by either holding CTRL and clicking on the files or folders you want, clicking the first file or folder and holding the SHIFT key and clicking the last file or folder, OR by pressing CTRL + A to select all files or folders.

 

4. Right-click on the file or folder and then click on Add to Archive. For multiple files or folders, you right-click on one of the selected files or folders and then click on Add to Archive

 

An "Archive Name and Parameters" window will appear.

5. At Archive Format, you select ZIP.

6. Click on the OK button.

 

 

 

 

1.2. PROTECTED CRM WEB PAGES
1.3. Prerequisities for the CRM

You MUST first receive your Login information from ManEx customer support, when Installation or Demo system is made available.  If this information has NOT been provided please contact  support@manex.com by e-mail. 


1.4. Introduction for the CRM
Welcome to our ManEx - Customer Relationship Management (CRM) area. We have provided this area for users to gain immediate access to updates and a variety of additional user information.  We hope that this access will provide Users with the ability to quickly ascertain what new information is available for ManEx, and access to the appropriate files.

Within this screen you can:
1.  Access the ManEx Website
2.  Access the KB
3.  Upload and/or Download files from the FTP site
4.  Retreive all of ManEx Updates , Client Files, and View the History
5.  Access to all of the Special Utilities
6.  Access your account and Invoices   
  
 
1.5. How to for the CRM
1.5.1. Upload Database Files to SharePoint

Instructions for Uploading Database Files to SharePoint CRM

manex's SharePoint CRM allows customers to upload their data files if support is needed.

All files uploaded to the SharePoint CRM are accessible to manex only. Customers only have access to their own SharePoint CRM folders.

Please Note: It is always recommended to split and/or compress your backup files to be less than 1GB. This decreases the amount of time it takes to upload/download files and allows manex to provide more timely assistance.

To split the backup into multiple files, please reference this KB article.

To compress the backup, please reference this KB article.

To upload data files to the SharePoint CRM, select the Uploads folder to navigate to the Uploads page.

 

 

On the Uploads page, select the Upload tab located towards the top of the page. On the drop-down menu that appears, select "Files", find the location where the data files are located on your computer, and then select the files to upload.

 

 

Once all data files have been successfully uploaded, or if you have any issues, please notify manex

1.5.2. Access the CRM

To access the CRM area using Internet Explorer go to www.manex.com/CRM   The following screen will appear:
 
 
 
 
Depress the Login button and the following Log In screen will appear:
 
 
 
Enter your email Address and Password (which will be provided by ManEx customer support via e-mail)
 
For further detail on how to rest your password if you have forgotten it see Article #3598 .   For further detail on how to change your password see Article #3458

NOTE:  all fields are case sensitive

 
Once user is logged in the following screen will appear: 




Within this screen you can:
1.  Access the ManEx Website
2.  Access the KB
3.  Upload and/or Download files from the FTP site
4.  Retreive all of ManEx Updates , Client Files, and View the History
5.  Access to all of the Special Utilities
6.  Access your Account and Invoices   
 
 
 
 
1.5.2.1. Reset a Pasword
Please follow this process to reset a password for the CRM

Depress the Login button (blue button at top right hand corner of screen)




The following Log in screen will appear;



Depress the "Forgot Password" link;



The following screen will appear: 



Enter your e-mail address, depress "Continue" and the following screen will appear:

 

Enter the Answer to the Security Question, depress "Reset Password" and the following screen will appear with a new password:



Enter your e-mail address and new password in the Login Screen.

At this point user can change the new password to something else.  For further detail See Article #3458.




WARNINGThe following is what a  PHISHING E-MAIL may look like when trying to get you to reset your CRM password.  DO NOT follow these instructions.   Although the links look legit, they are NOT and they contained a different URL. 
While we do have this functionality built into our site, please know that this is NOT ours.
 
 
Hello,
We received your request to reset your manex.com password. To confirm your request and reset your password, follow the instructions below. Confirming your request helps prevent unauthorized access to your account.

If you didn't request that your password be reset, please follow the instructions below to cancel your request.

 
 
 
1.5.3. Access the Website
 
 
Selecting the "Website" tab will bring up the ManEx website as displayed below
 
 
 
1.5.4. Access the KB
 
Selecting the "KB" tab will bring you to the KB screen as displayed below:
 
 
 
1.5.5. Access the FTP
 
1.5.5.1. Download Files
 
The FTP/Download screen will display all the files that have been uploaded to your account. It will list the name of the file, the size of the file, the date of the upload, and the name of the person that uploaded the file.  You will be able to Save the files to another file or Open the file by clicking on the file name.  To Colapse the list click on the (-) to the left fo the folder.   
 
 
Select the file to download and click on the file name. 
 

The following download option box will be made available.  We suggest that you select the SAVE option:

Select a safe location to download the file to:

A download Progress Box will be displayed:

Once the download has completed successfully the following option box will be displayed.

User has the option to Run the file, Open the file, or close this screen and go to where the file was saved to and open it from there.  
 
 
 
 
 
 
 
1.5.5.2. Upload Files
 
This area allows ManEx customers to safely upload files for analysis if help is needed.  Files are uploaded directly to a ManEx server and are NOT available to anyone but ManEx.   

(Note: For larger databases we recommend you split the backup into multiple files. Please reference KB Article ID: 5958 on how to split backup files in SQL Management studio)
 

 

Please note the file must be zipped and the size less than 1 GB 

To Upload files Depress the " Choose File " to Choose the location in which the desired files is located on your computer.  It is requested that you name your files   <<CustName_system version_Yr/mo/day>>.  This helps Manex know exactly who the files are for and what Manex Version you are using. 

Once you have selected the file to Upload, depress the Upload button and a progress Bar should be displayed at the bottom of your screen. 
 
 

Leave the browser window open until the "Upload Complete" message is displayed. Please monitor your upload and inform us of any errors.  Once the upload has successfully completed the following message will appear:

 
 
 
1.5.6. ManEx Updates
1.5.6.1. Updates


Once logged into the CRM depress the ManEx Updates tab/Updates.  The most recent updates will be made available for downloading along with the updated detalied information and Client files.

  
 
Depress the ManEx Logo Icon to the right of the Update File>> to download the executable

The following download option box will be made available.  We suggest that you select the SAVE option

 
Select a safe location to download the exe program to
 
 
 
 
 
 
 

A download Progress Box will be displayed

Once the download has completed successfully the following option box will be displayed. 
 
Do not select Run at this time.  We recommend that you Close this window and take this time to review the update detailed document, create needed backups, etc. . . before launching the installation.
 
See Article #1922 for instructions on Installing New Releases. 
 
 
 
Depress the PDF icon to download the updates detailed document
The following download option box will be made available. We suggest that you select the SAVE option, and select a safe location to download the installation program to, a download Progress Box will be displayed. 
 
 
Once the download has completed successfully the following option box will be displayed. 
 
Depress the icon to download the Client Files.  Client Files are the Library files that are required to be loaded onto the Server and End Workstations in order for the users to be able to access the ManEx system.
 
 
 
 
 
 
 
1.5.6.2. Client Files


Client Files are the Library files that are required to be loaded onto the Server and End Workstations in order for the users to be able to access the ManEx system.

Download the {ManEx-Libraries Setup.exe}

 
 
 
 
1.5.6.3. History
 

Once logged into the CRM depress the ManEx Updates Page/History.  This screen will display a list of all  the Versions of ManEx, the date Released, if they are active, any special Notes that apply to the version listed and the pdf file describing all the updates made to the system per version.  User may download or view the pdf related to each individual version that has been released. 

 
 
 
 
 
1.5.7. Utilities

This area contains some specialized utility executables that more sophisticated users may find of value. USE THESE UTILITIES AT YOUR OWN RISK. Be sure to experiment on a test database before using on your Live. ManEx assumes no responsibility for un-intended consequences resulting from use of these utilities. However, we believe them to be save and useful. All these programs are for Version 8.0 or higher unless otherwise noted. 
 
 
 
 
1.5.8. Account
 
1.5.8.1. My Account
 
 
Depress the "Change Security Question/Answer" link and the following screen will appear allowing user to change their Security Question/Answer
 


Enter your password and select a new Security Question from the pull-down



Enter the answer



Select the "Update" button to update changes  or select the "Cancel" button to cancel changes 
 
 
Depress the "Change your password" link and the following screen will appear allowing user to change their password



Enter the Old Password, New Password, and Confirm New Password



Select the "Change Password" button or 
Cancel" to abandon changes.







 
1.5.8.2. My Invoices