SLU Instructions for using SCT Action Web

(Updated by ITS, AAT 9/28/05)


Sections to find below:
  - How to Access the ActionWeb (First Time and After the First Time)
  - Registration and Security (passwords must change every 180 days)
  - Features of ActionWeb:
      - Contacts (creation, update, etc.)
      - Extended Search
      - Talk to Us (SCT)
      - Requests for Product Enhancement (RPE)
      - Known Issues
      - FAQs
      - Your Profile
      - Upgrades (applicable to AAT tech staff in ITS)

SungardSCT ActionWeb User’s Guide

The ActionWeb is a service for SCT clients to use to communicate with SCT and to access business critical information. The ActionWeb is an interactive service that can be easily used to do a variety of processes and searches and find answers to questions quickly and efficiently. The following guide contains the basic steps for using the SCT ActionWeb pages. Please note that this service is available only for SCT clients.

How to Access the ActionWeb - First Time

  1. Use your Web browser to access SCT's Home Page: http://www.sungardsct.com
  2. Click on "Support" on the top toolbar, and select "ActionWeb"
  3. Save this page as a bookmark or a favorite
  4. Click on the word "Here" in the line ‘If you do not have a valid User ID and password then click Here to continue'.
  5. Enter data about yourself, and then click the "Next" button.
  6. Enter data about your client site, and then click the "Register" button.
  7. Create your own User ID and Password.
    Note: Your User ID defaults automatically to the name part of your e-mail address (up to 8 characters), if it has not already been used. You may change your User ID to be whatever you want it to be. The password must be 8 characters long.
  8. Click the "Accept Password" button.

SCT will verify your information and send you an email when your ActionWeb account has been set up.

How to Access ActionWeb (After the First Time)

  1. First use your Web browser to access the ActionWeb through your bookmarks list.
  2. Enter your User ID and User Password.
  3. Click the "Login" button.

Registration and Security

The ActionWeb service is available only to our maintenance clients and is therefore within a secured area. Our security allows you to enter a user ID and password of your choice. One feature of the ActionWeb is that you may modify/maintain your own password. If you forget your password at any time, click on "I have forgotten my password" on the log-in page.

The system requires you to change your password every 180 days. If you have not signed in for six months, your password will expire and you will need to send an e-mail to csr@sungardsct.com to reinitialize your access authority.

Features of ActionWeb

The features that will be available in the secured area are:

- Contacts - create/update/view contacts

- Extended Search - search through our knowledge base

- Talk to Us - communicate with managers

- RPEs - create/update/view a Request for Product Enhancement

- Known Issues - view Known Issues

- Frequently Asked Questions - search for technical and functional production questions

- Your Profile - update your product and personal information

- Upgrades - check shipping information, electronic distribution

- General Info - view product calendar, handbooks, etc.

- ActionWeb Assistance - request for assistance and User Guide

Contacts

Create Contact

To add or open a contact with the ActionLine, transfer to that web page by clicking on "Contacts" in the categories on the left. Once at the Create Contact page, you will see some defaulted information about you and your organization. Leave the Contact field as it defaults and fill in as much of the rest of the information as possible. There are drop-down boxes to use to pick your responses for some of the information. At the bottom of the page is a free-form area to type in your question or issue or to paste in a document or other information for the ActionLine. There is a limit of 2000 characters. Click "Submit" and your contact will be sent to SCT. You will receive a message back confirming receipt of the issue and assignment of a contact number. Please record this number for future reference.

Update Your Contact

To update or add a comment to an already open existing contact, click on "Contacts" in the categories on the left, and select "Update Your Contact." Once at the Update Contact page, click on the drop-down arrow to see all of the open contacts that your organization has with SCT. Highlight the contact you want to add a comment to and click the "Add Comment" button. You will see the information about the contact with a free-form area at the bottom of the page to add your comment. Click "Submit" and your contact is sent to SCT and placed within that particular contact. You will receive a message back confirming receipt of the issue, and you will see the contact number once again.

You can also update open contacts by selecting the "View Contacts" option in the categories.

View Contacts

To view all of the contacts that have been opened by your organization, select the "View Contacts" option in the categories. Once at the View Contacts page, choose how you would like to select the contacts - by date, status of the contacts, product, or program name - then click "Search". You will see a list of all of the contacts, open or resolved, and some information about each. To view all of the detail about a particular contact, click on a contact number.

Extended Search

Click here to see folders of information about each of your SCT products. You can see information about recently reported defects, RPEs and FAQs, and you can search for any words contained in any of them.

Information from other web pages outside of SCT are also available for searching. For example, you can search for information about Focus and the IBI web pages and service organizations such as AACRAO, NASFAA and NACUBO.

You can also set up a "My Page" that will contain recent information about the products of your choice.

Talk to Us

Contact the ActionLine Manager

We are constantly looking for ways to improve our products and services. Your input is critical to this process. You may fill in the form on this page to communicate with SCT ActionLine managers about our service.

Contact your Professional Services Representative

A detailed message can be entered and sent to your SCT Professional Services Representative.

Request for Product Enhancements (RPE)

Create RPE

To enter RPEs, select "RPEs" in the categories on the left and then click on "Create RPE." You will see some defaulted information about you and your organization. Fill in the information and use the dropdown boxes to select responses for some information. Type your suggestions, impact and possible resolution in the free-format fields provided. Click the "Enter RPE" button to submit your RPE to SCT.

Update RPE

To update or add a comment to an already existing RPE, click on "RPEs" in the categories on the left, and select "Update RPE." Once at the RPE page, click on the drop-down arrow to see all of the existing RPEs. Highlight the RPE to which you want to add a comment, and click the "Add Comment" button. You will see the information about the RPE with a free-form area at the bottom of the page in which you may add your comment. Click "Enter Comment" and your comment is sent to SCT and placed within that particular RPE. You will see a message confirming receipt of the issue, and you will see the RPE number once again.

View RPEs

To view RPEs, select "View RPEs" in the categories on the left. You can see RPEs for all products licensed by your site. You may enter an RPE number, or select from the list of products, status, or delivered release number. Click on "Search" to display a list of RPEs that meets your selection criteria. You can view the detail for any RPE by clicking on the RPE number.

Known Issues

You can see the Known Issues for all products licensed by your organization. Just click on "Known Issues," and enter in a defect number or select from the list of products, status, programs, etc. Click on "Search" to display the Known Issues that meet your selection criteria. You can view the detail for any of the issues by clicking on a defect number. Links to Electronic Distribution download are also provided for posted known issues.

Frequently Asked Questions

Click on this feature to search for technical and functional product questions and answers of common interest.

Your Profile

Product Info

Click here to enter or update the production software version currently in use and date you went live with the software.

Personal Info

Click on Personal Info to change your password or update your email address, phone number, or other information about you.

Other Personnel Info

Selected managers in your organization can review information about everyone at your organization that accesses the ActionWeb. Use this feature to let us know when someone is no longer employed, or if there are phone number, e-mail or address changes.

Upgrades

Place/Check Order

Order software or documentation by entering the specific software and/or documentation request in the free-form area at the bottom of the page. There is also a link that allows you to modify your individual user information if necessary. You may also view what has been shipped to your organization, to whom it was sent, and when.

Electronic Distribution Download

Click here to download individual objects (programs) that contain defect corrections or enhancements as soon as these programs are available. In addition, you may download some interim releases.

General Info

Click here to see the SCT Product Calendars, handbooks and additional information about the SCT products and the latest information about recent topics at SCT such as press releases, Y2K notices, newsletters, etc.

ActionWeb Assistance

The user guide for help in navigation the features of the ActionWeb is here and you may also contact us if you are experiencing difficulties with the ActionWeb.


ACTIONWEB QUICK DIRECTIONS

     www.sungardsct.com - SCT Home page

1) Access SCT's home page: www.sungardsct.com

2) Click "Support", then "ActionWeb"

3) New Users:

If you have not yet registered online:

Click on the word "Here" in the line ‘If you do not have a valid User ID and password then click Here to continue'.

Create your own ID and password.

SCT will notify you when you are registered.

4) Current Users:

If you are registered:

Enter the ID and password that you selected when you registered.

5) You are connected.


HELPFUL HINTS FOR THE ACTIONWEB:

1) Don't forget to setup your browser to allow cookies.

2) Your personal password expires every 180 days, and you will be asked to provide a new one. If you do not sign on within this period, your password will expire, and you will need to contact csr@sungardsct.com to have it reset.

If you have any questions, concerns or requests, please send an email to csr@sungardsct.com, please include:

     Name

     Organization Name

     Phone Number