Enrollment Process

Overview

This page outlines the steps involved in getting enrolled into the SWRemote system. This document will help you better understand the steps in the process as well as what steps will be upcoming. Please refer to this document as you complete your process.

When you were selected as a customer, you received an enrollment invitation email from one of our support staff. In this email is a link to access the SWRemote Enrollment System. This will take you to your unique enrollment form. From this form, you will order your equipment and create an administrative account (with login and password) which you will use throughout the remaining steps in the Enrollment Process.

At any point during the enrollment process, you can return to the same link you received in your email, supply the above username and password, and continue the process. This will be important during some of the steps in the process where there are time delays (waiting for equipment to arrive, waiting on IT support, etc) so please keep this login information and link handy.

Step 1. - Order Your Equipment

The first process needed when performing the enrollment process is to order your equipment. This includes the phone, printer/scanner/card swipe, and GPS. This information is taken when you're filling out the initial steps of the online enrollment process. This is a multiple step process where you enter which equipment you'd like to order, as well as payment information for the equipment.

Once you've completed this step, you are left at a screen which will inform you that you can continue once your equipment arrives. Please bookmark this page and when you're equipment arrives return to the page. It is also possible to get back to this page by using the link which was sent to you at the beginning of the process.

Step 2. - SWAPI Setup and Install

If you've got to this step this means you've received your equipment. Now what we need to do is start tying all the systems together. The first step in this process is to allow the SWremote system to communicate with your installation of SW21. This is done through an application on your server called the Successware API, or SWAPI. You will need to complete a few steps before you can continue in the enrollment process.

If you've already used a third party application to access your install of SW21, you likely already have this application installed. If you don't, then this step will most likely require opening up ports on your firewall to allow for communication. If this is the first time your company has intstalled a 3rd party application to contact SW21, then this step will require some network administration capabilities - or your internal/outsourced network administrator. If you're unsure, or need to install this application, please see the following section in our documentation:

Setting up for and Installing SWAPI

Step 3. - Setting up the Agent Manager

Now that SWAPI's installed and have the ports open on your firewall, you're ready to complete the installation process. On the enrollment form, the system will be asking you for a Server IP address as well as an agent password. An 'agent' is any third party application which attempts to access your SW21 data via the SWAPI. The Server IP address is the outside, accessible address for the server / firewall port you opened up in the previous step. If you do not know this information, please contact your network administrator.

Once you have the server information (IP Address) go back to the enrollment process and enter the numerical address into the text box (this will look similar to 220.56.22.12, but with different numbers). Also on that form is an agent password. This is the password you choose to allow SWRemote to communicate with SW21. Keep this password in mind as you'll need it later in this process.

Once you have entered all the information, click the "Test and Continue" button on the form. This will attempt to connect to your installation of SW21 via the SWAPI installation you performed earlier. This initial request performs two actions:

- It notifies SW21 that a third party application, SWRemote, would like to connect to your data. This registers a new agent, swmagent, in your agent manager in SW21.

- It attempts to make a connection using this user (swmagent) and password.

For security purposes, this initial connection will fail.
This is so just any third party application can't access your data. On the form you will get a message saying it was unable to determine your password settings.

What you need to do, is allow the agent, swmagent, access to your data. To learn how to do this, view the following documentation:

Successware21 Agent Manager

Once you have completed the above steps, return to the enrollment form, enter in your password again, and click the "Test and Continue" option to attempt another connection to your data. If the steps were successful you will proceed to the next step in the enrollment process, Device Settings.

Step 4. - Device Configuration

This step in the enrollment process defines how your application will function in the field. Define how many calls you'd like to download to the device, what your check policy is, and which steps the technicians will be required to be performed when working on a job. This information will take affect whenever a technician logs into the device.

Step 5. - Payflow Setup

In order to take live credit card payments in the field, you will need to set up a PayFlow account and tie it to a merchant account at your bank. This step might take a bit longer than others in the enrollment process & will most likely require participation from your local bank branch. This easy to follow process is outlined on the following page:

Processor Setup Guide

Step 6. - Software Installation

With the enrollment process complete. The next step in the process is to install the SWRemote application on your phone. This is a step by step process and is outlined in the following documentation:

Installing SWremote and supporting phone applications

Step 7. - SW21 Implementation

In order for you to get the most out of your SWRemote installation, there is some setup you need to perform both in SW21 and operationally. Please see the following Implemenation guide

SW21 Implementation Guide

Process Complete

You're now ready to use the SWRemote software. Fire up the application. The first time SWRemote loads, you'll be prompted that this device hasn't been registered. Enter the username and password you used to set up your enrollment process and have been using all along. Put in a description for the device and click "OK". You'll be presented with the login for the application and you can start working jobs!