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jenzabar_logon [2014/07/09 09:43]
mfitzpatrick
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-====== Jenzabar CX ====== 
- 
-===== Log In ===== 
- 
-  - Open the Cars QuickMate program 
-        - This may already be open in your taskbar as red square icon 
-  - Open the SSH Secure Shell Client by searching in your programs 
-  - Choose **QuickConnect** 
-  - Enter the following information with your correct username, choose connect and enter your password: 
-    * Host Name: ''​cx01.olin.edu''​ 
-    * Port Number: ''​22''​ 
-    * Authentication Method: Profile Settings 
-  - Choose **OK** at the **enter your authentication response** prompt 
-  - Now choose option ''​1''​ to connect to the production database 
- 
-===== Setting Up Profile ===== 
- 
- 
-    - Log onto Jenzabar CX with your username and password using the quick connect option 
-    - Choose **Profiles** ​  from the menu tool bar 
-    - Select **Add Profile** 
-      * This will bring up a box asking you to name your profile. 
-    - Enter ''​CX01'' ​  to reflect your access to the CX system. This will save your log on information. 
-    * The next time you log on to Jenzabar CX, instead of choosing **Quick Connect**, choose the **Profile** ​  ​button and select your profile name. The system will now prompt you for only your password to get connected. 
- 
-===== Password Change ===== 
- 
- 
-    - Log onto Jenzabar CX and choose **Utility Menu** ​ from the first screen. 
-    - At the next screen choose **Login** 
-    - At the next screen choose **Change Password** 
-    - At the next screen choose from the top left of screen 
-      * You will now have a screen that populates your username and asks for you old password. 
-    - Type your old password and hit Enter 
-      * You will not see the information on the screen as you type your old and new passwords. 
-    - Type new password and hit Enter 
-    - Type new password again and hit Enter 
-      * Password requirement:​ at least 6 characters and must contain at least two letters and at least one number or special character 
-    - You will receive the message **passwd successfully changed** 
- 
-===== Changing the Look of Your Screen ===== 
- 
- 
-To change fonts and other settings in your Jenzabar application:​ 
- 
- 
-    - Click on the small computer next to the Cars Menu at the top left of your screen. 
-    - Move your mouse down to settings to open up the list of options 
- 
- 
-    * Fonts will adjust the size of the characters on your screen 
-    * Color gives you the option of customizing the color of your background as will as the characters. 
- 
-To choose the application that is opened when you use the option to print to your screen: 
- 
-    - Click on the small computer next to the Cars Menu at the top left of your screen and choose helpers 
-    - Choose the option for output viewer 
-    * Browse to find the appropriate application on your computer or enter the information in the following format if you know 
-      the correct path:  
-    *"​C:​\Program Files (x86)\Microsoft Office\Office14\WINWORD.EXE"​ 
- 
-    *You can also choose to use the excel application or a text reader 
- 
-For Jenzabar CX printing options, please see [[:​jenzabar_printing|this page]]