Users cannot access FYI Reviewer without having the FYI Reviewer Internet address distributed to them, a license assigned to them in the FYI Administration Console, and a user account in the Concordance databases they need to access. You must also ensure that port settings are open for inbound and outbound traffic.
If you have firewalls in place and specify that users can only log on from designated locations, then users are only able to access FYI Reviewer from locations that you designate within the FYI Server’s Administration Console. If you have firewalls in place to secure access, you will want to ensure that users are only allowed to access FYI Reviewer from restricted locations.
|
If FYI Server is installed on Windows 7 and you have created a .fyi file for distribution to users running Windows 7, both Windows 7 machines must have the default Windows Firewall turned off in order to view the file. |
Checklist: FYI Reviewer Distribution
E-mail Template |
|
|---|---|
|
Prepare an e-mail template for distributing FYI Reviewer to users to ensure that this process is fast and easy the next time a user needs access. |
|
Include the Internet address for FYI Reviewer in the e-mail. |
|
Instruct users to add the Concordance Web site as a trusted site in Microsoft Internet Explorer and make sure that the Enable Protected Mode option is not selected. |
Logons and Passwords |
|
|
Include the user’s logon and password, as well as the server and port addresses they need to access FYI Reviewer through the FYI Server. |
FYI Reviewer |
|
|
Instruct users to click on the Internet address you provided to launch their Internet browser and open FYI Reviewer. |
|
Ask them to set this link as a favorite within their browser. |
|
Once users have entered their logon and password, and entered the server address, the FYI Reviewer application should launch so they can get started in FYI Reviewer. * If a user receives an error message stating that the server is unreachable or other message or pop-up, instruct them to contact you. The error is probably due to an incorrect server address and you will need to verify whether the port setting is correct and open. |
Security |
|
|
Remind users that they can only access FYI Reviewer from designated and secure locations. If firewalls are implemented, users will not be able to log in at their hotel rooms, court rooms, or other locations that are not secured from within the FYI Server.
Inform users that if they try to access FYI Reviewer from an unsecure location, they will receive an error message or will be unable to log on. |
|
Inform users of the user session time allotment you have designated for them. Users should know that when their user session timeout period is nearly finished, they will receive an announcement indicating that they should save their work. If a user is logged on, but not actively working, the FYI Server will then perform a hard kill disconnecting them from FYI Reviewer and they risk losing data. To re-open a user session, a user should save their work and log back onto FYI Reviewer, thereby opening a new user session period. |
|
Ensure users have the correct server IP address and port numbers to enter when logging on to FYI Reviewer. |
