 |
|
 |
What do I need before installing PushMX Production?
How do I organize the Calyx Point files in my system?
PushMX Production System Requirements
PushMX Sales System Requirements
Global Access Workstation System Requirements
PushMX Production System Requirements (Server)
Software
- Microsoft® Windows ® 2000/XP/2003/Vista operating system or later
- Calyx® Point® version 5.3 or later (optional)
- Microsoft Office (Excel) 2000 or 2003 for pipeline/leads export and reports
- Microsoft Office (Outlook) 2000 or 2003 for email functionality
- Microsoft SQL 2000/2005/Express
- Microsoft SQL 2000 or 2005 Server is highly recommended if there are more than 20 users
Hardware
- 2 GHz or faster processor (for better performance, a Pentium®-class processor is highly recommended)
- Minimum of 10 GB of hard-disk storage space
- 512 MB RAM or higher
- 1024 x 768 or higher monitor resolution (256 colors minimum)
- Ethernet card (Network Interface Card)
Network
- Local Area Network
- Microsoft Windows Networking (standard with all Windows packages)
- A public static IP address or domain name is required
- Connectivity to an Email Server that supports SMTP
PushMX Production System Requirements (Client: Desktop/Laptop)
Software
- Microsoft® Windows ® 2000/XP/2003/Vista operating system or later
- Calyx® Point® version 5.3 or later (optional)
- Microsoft Office (Excel) 2000 or 2003 for pipeline/leads export and reports
- • Microsoft Office (Outlook) 2000 or 2003 for email
Hardware
- 1 GHz or faster processor
- Minimum of 1 GB of hard-disk storage space
- 268 MB RAM or higher
- 1024 x 768 or higher monitor resolution (256 colors minimum)
- Ethernet Card (Network Interface Card)
View a sample network diagram
View a sample network diagram.
PushMX Production (Communications Website System Requirements)
Software
- Microsoft® Windows® 2000/2003 Server operating system or later
- To host Communications web pages, you need to have:
- Microsoft® IIS 6.0 or later
- Microsoft® IE 6.0 or later
- Microsoft® MDAC 2.8 or later
Note: To better protect your PushMX Production database and system, it is highly recommended that you host the web server in a separate machine.
Hardware
- 700 MHz or faster processor
- Minimum of 50 MB of hard-disk storage space for web pages
- 512 MB RAM or higher
- 1024 x 768 or higher monitor resolution (256 colors minimum)
- Ethernet Card (Network Interface Card)
Network
- Internet Service Provider
- Public static IP address and domain name (optional)
- Microsoft Windows Networking (standard with all Windows packages)
Limitation
PushMX Production Communications ASP web pages do not support the Firefox web browser. Back to top...
PushMX Sales System Requirements (Server) Software
- Microsoft® Windows ® 2000/2003 Server or later
- Microsoft IIS 6.0 or later
- Microsoft® .NET 2.0 Framework
- Microsoft® SQL 2005 Server (20 or more clients accessing the server) or SQL Express
- Calyx® Point® version 5.3 or later (optional)
Hardware
- Pentium®-class processor(s) of at least 2.8 GHz or faster is highly recommended
- Minimum of 20 GB of hard-disk storage space
- 2 GB RAM or higher
- 1024 x 768 or higher monitor resolution (256 colors minimum)
Network
- Local Area Network
- Internet Service Provider
- Microsoft Windows Networking (standard with all Windows packages)
- For remote access, the following are required/highly recommended:
- A static public IP Address is required
- A T1 line
- Network Interface Card of at least 1Gbps
- A public SSL certificate to better secure your data
- To view a sample network diagram, click here.
PushMX Sales System Requirements (Client:Desktop/Laptop)
Software
- Microsoft® Windows ® 2000/XP or later
- Microsoft® Internet Explorer (IE) 6.0
- Microsoft® .NET 2.0 Framework
- Calyx® Point® version 5.3 or later (optional)
Hardware
- 1.2 GHz or faster processor
- 10GB of hard-disk storage space
- Minimum 256MB RAM or higher
- 1024 x 768 or higher monitor resolution (256 colors minimum)
- Ethernet card (Network Interface Card)
Network
- Local Area Network
- Microsoft Windows Networking (standard with all Windows packages)
- For remote access, a DSL line or faster is required
Back to top...
Global Access™ System Requirements (Desktop/Laptop)
Software
- Windows 2000 or later
- Internet Explorer 6.0 or later
Hardware
- 500 MHz or faster processor
- 256 MB RAM or higher
- 50MB of hard-disk storage space
- A monitor with 1024 x 768 resolution or higher (256 colors minimum)
Network
- Internet Service Provider
- DSL line or dial-up access at a minimum of 56KBPS, but it is highly recommended to have 256KBPS or higher
Back to top...
What do I need before installing PushMX Production?
Before installing PushMX Production Client Access™, please ensure that the following items are in order:
- Organize your Point files
- Have all the user account information ready. Make sure the names are spelled exactly as in the Calyx Point files.
- Review your 'active' Point files to ensure that the following 'Tracking Dates' are filled in correctly:
- Est Closed
- Opened
- Submitted
- Approved
- Documents
- Funded
- Closed
- Suspended
- Denied
- Cancelled
- Review the following System Requirements:
- System Requirements for PushMX Production Client Access™ Server
- System Requirements for PushMX Production Client Access™
- Client System Requirements for Single-User PushMX Production Client Access™
- Log into Windows as an Administrator
- If you would like to install PushMX Production Client Access™ Server in MS SQL Server 2000 or 2005, please have the following information ready:
- IP Address of the machine
- Instance Name of the MS SQL Server (not needed if Microsoft SQL Server was installed as a default instance)
- MS SQL Administrator
- User Name MS SQL
- Administrator Password
Back to top...
How do I organize Calyx Point files in my system?
Before installing PushMX Production Client Access™ Server, create the following four folders where you keep your active Point files. You may create sub-folders within each of the four main folders to further organize your files. While it is recommended that you use the folder names supplied below, you may choose your own if you prefer.
- In Progress: Please place all your Calyx Point files that are currently in progress into a folder labeled ‘In Progress.’ Note that denied and suspended loans should be stored here as well. This ‘In Progress’ folder and any sub-folders you create will be constantly scanned by PushMX Production to update the status of your pipeline.
- Closed: Please place all your Calyx Point files which have been closed into a folder labeled ‘Closed.’
- Inactive: Please place all your Calyx Point files which have been cancelled into a folder labeled ‘Inactive.’
- Prospects: Please place all your Calyx Point Prospect files into a folder labeled ‘Prospects.’
Back to top...
|
|
|
|