EIOBoard Electronic In Out Board - Customer-Hosted Help Guide

On-Premise-Hosted Help Guide Please follow these instructions for setting up your EIOBoard Installation.
STEP 1 -	Install EIOBoard Server
	Please exit all programs before installing EIOBoard Server.

	1. Enter Your Installation Key	2. Choose Folder Location


	3. Configure IIS	4. Install SQL Server


	For additional help, please refer to the On-Premise-Hosted Installation Guide.

STEP 2 -	Choose Your Interface Option
	Application	Browser	Outlook Add-In	Mobile


	Benefits	Benefits	Benefits	Benefits
	Includes all features	No need to install anything	Includes all features	Runs on most mobile devices
	Runs without Outlook	Accessible from any PC	Built into Outlook	Can be accessed anywhere

	Limitations	Limitations	Limitations	Limitations
	Runs only on Windows OS	Must use a browser	Must have Microsoft Outlook	No administration area

	Learn More	Learn More	Learn More	Learn More

STEP 3 -

Choose a Deployment Option (Compare Interface Capabilities)

Application Interface

Browser Interface

EIOBoard Application Interface Setup (EXE)

From any web browser navigate to: http://YourServerNameOrIP
If used outside of the Server's network, you must make Server externally available (open Firewall)

EIOBoard Application Interface Setup (MSI/GPO - Silent Install)

Outlook Add-In

Mobile Interface

Outlook 2000, XP/2002, 2003, or 2007:

From a mobile device (will automatically redirect):http://YourServerNameOrIP

Please use EIOBoard v9.x if you need to support legacy versions of Outlook

From a standard browser (to test): http://YourServerNameOrIP/Mobile

Make sure Server is externally available (open firewall).

	Getting Started Guides

EIOBoard Application Getting Started Guide
EIOBoard Outlook Add-In Getting Started Guide
EIOBoard Browser Getting Started Guide

Outlook 2010, 2013, or 2016:

EIOBoard Outlook Add-In for 2010/2013/2016 (EXE)

EIOBoard Outlook Add-In for 2010/2013/2016 (MSI/GPO - Silent Install)

Extra Deployment Options (OPTIONAL)
	Terminal Server		Sharepoint Integration

Terminal Settings		Features

	Registry Settings
Deploying Settings with the Registry

STEP 4 -	Add Users
		Add User Manually		User Import Wizard
	You can Manually Add users to EIOBoard With our very simple user information form found in the Administration Area under Users > New.		The fastest way to import users you have saved on an Excel sheet or any file that works with Excel is out Import Wizard found in the Administration Area under Users > Import.

	Learn More		Learn More

		AD Sync w/ Windows Authentication		Company User Settings
	The AD Sync tool will help you synchronize your contacts and all their information with custom built templates.		We have included a Company User Settings feature in our Application and Outlook Add-in Intefaces, which allows administrators to deploy user settings without being at the user's desk. Administrators can now Change Views, Toolbar Buttons, Chat Options, Automatic Sync, and more.

	Learn More		Learn More

STEP 5 -

Configuring EIOBoard

You can configure EIOBoard to fit almost any situation and company environment. Here are some options from our Administration menu to help you manage and configure your EIOBoard.