Difference between revisions of "Getting Started"

Revision as of 07:40, 20 April 2020

Home > Getting Started

Introduction

If you are looking to evaluate Hornbill or you are just starting with your new instance, this page will provide information on how to get started.

Book a Live Demo

Schedule a demo with one of the team who will be happy to provide you with a concise overview of Hornbill. We will take you through the key features while demonstrating its ease of use and provide the opportunity for you to ask any questions that you may have.

Start Your Free 30-day Evaluation

Ultimately, the most effective way to understand how Hornbill Service Manager will be able to help your team is to test drive it for yourself. We offer a free 30-day evaluation where we enable you and your colleagues to put the solution through its paces with your own instance. Learn more about how the Switch-on works.

Tutorials

Our Hornbill YouTube Channel contains a library of videos that provide an overview of how to perform some of the tasks and activities to get Hornbill up and running and how to use some of the features.

System Requirements

Hornbill is 100% web browser based. There is no need to install anything to get started.

The following web browsers are supported

Microsoft Edge
Internet explorer – Version 11
Chrome - The latest version in the Chrome Stable Release Channel
Firefox - The latest version in the Release Channel
Safari - The latest version

Accessing Hornbill

Hornbill has a number of different entry points. These are split between administration, the main user portal which is used for collaboration and access to applications, mobile access, and portals for customers.

Administration

This portal is primarily used by your System Administrator for carrying out the administrative tasks to configure your instance. All system settings, User account management, email configuration, BPM Workflow, and Progressive Capture configuration is contained and amended here.

URL - https://admin.hornbill.com/<yourinstancename>

Hornbill Collaboration and Applications

This is the main portal for Users to get access to collaboration and the applications that are installed on Hornbill.

URL - https://live.hornbill.com/<yourinstancename>

Hornbill Mobile

Available through the Android and iOS app stores. Used by application and collaboration users.

Customer Portal

Designed to facilitate an external support function and is accessed by IT Support consumers external to your Organisation.

URL - https://customer.hornbill.com/<yourinstancename>

Service Portal

Designed to facilitate an internal Support function, this is where members of your staff will access the IT Services that you offer.

URL - https://service.hornbill.com/<yourinstancename>

How do I find out the name of my Cloud Instance?

If the Cloud instance was registered by you, you can refer to the automated email sent to you at the time of registration.
If someone else in your company registered the Cloud instance, they should be able to provide this.
Still not sure? Please don't hesitate to contact us at customer.success@hornbill.com

@@ Line 18: / Line 18: @@
 :* [[Frequently Asked Questions]]
 :* [[Supportworks to Hornbill Service Manager Migration Package|Supportworks to Service Manager Migration]]
-:* [[Collaboration_Core_WCAG20_report|WCAG20 Report]]
+:* [[Collaboration_Core_WCAG20_report|Accessibility]]
 :* [[Glossary of Terms]]
 |}
@@ Line 32: / Line 32: @@
 |style="width:300px;text-align:right"|
-[[File:booknowbutton.png|link=https://www.hornbill.com/service-manager/demo|Book Now]]
+[[File:booknowbutton.png|link=https://info.hornbill.com/demo-request|Speak To Us]]
 |}
 <br>
-==Try Now==
+<!-- ==Try Now==
 {|
 |- valign="top"
-|style="width:70%"|
+|style="width:700px"|
-Why not explore Hornbill for yourself in our public [[Sandbox|'''Sandbox''']] – an open demonstration system that contains demonstration data to enable you to explore the functionality and ease of use at your pace.
+Why not explore Hornbill for yourself in our public ''Sandbox'' – an open demonstration system that contains demonstration data to enable you to explore the functionality and ease of use at your pace.
-|style="width:30%;text-align:right"|
+|style="width:300px;text-align:right"|
 [[File:trynowbutton2.png|link=https://www.hornbill.com/service-manager/try-now|Try Now]]
-|}
+|} -->
 <br>
 ==Start Your Free 30-day Evaluation==
 {|
 |- valign="top"
-|style="width:70%"|
+|style="width:700px"|
-Ultimately, the most effective way to understand how Hornbill Service Manager will be able to help your team is to test drive it for yourself. We offer a free 30-day evaluation where we enable you and your colleagues to put the solution through its paces with your own instance.
+Ultimately, the most effective way to understand how Hornbill Service Manager will be able to help your team is to test drive it for yourself. We offer a free 30-day evaluation where we enable you and your colleagues to put the solution through its paces with your own instance. [[How Does The Switch-On Work|Learn more about how the Switch-on works]].
-|style="width:30%;text-align:right"|
+|style="width:300px;text-align:right"|
-[[File:imreadybutton.png|link=https://www.hornbill.com/service-manager/get-started|I'm Ready]]
+[[File:booknowbutton.png|link=https://www.hornbill.com/#speak-to-us|Speak To Us]]
 |}
 <br>
 == Tutorials ==
 {|
 |- valign="top"
-|Our Hornbill YouTube Channel contains a library of videos that can help with
+|style="width:700px"|
-|style="width:30%;text-align:right"|
+Our Hornbill YouTube Channel contains a library of videos that provide an overview of how to perform some of the tasks and activities to get Hornbill up and running and how to use some of the features.
-[[File:watchnowbutton.png|link=https://www.youtube.com/playlist?list=PLD3tEc6qlRyOrWq5yVnebji77yw8sro8r Tutorials]]
+|style="width:300px;text-align:right"|
+[[File:watchnowbutton.png|link=https://www.youtube.com/playlist?list=PLD3tEc6qlRyOrWq5yVnebji77yw8sro8r|Tutorials]]
 |}
 <br>
@@ Line 68: / Line 71: @@
 Hornbill is 100% web browser based.  There is no need to install anything to get started.
-<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide answer" data-expandtext="Show answer" style="width:900px">
-:''Which web brower can I use?''
-<div class="mw-collapsible-content">
 : The following web browsers are supported
-:* Microsoft Edge
+:* '''Microsoft Edge'''
-:* Internet explorer – Version 11
+:* '''Internet explorer''' – Version 11
-:* Chrome - All versions but the latest is preferred
+:* '''Chrome''' - The latest version in the Chrome ''Stable Release Channel''
-:* Firefox - All versions but the latest is preferred
+:* '''Firefox''' - The latest version in the ''Release Channel''
-:* Safari - Version 6.1.5 or above
+:* '''Safari''' - The latest version
-</div>
+<br>
-</div>
 == Accessing Hornbill ==
+Hornbill has a number of different entry points.  These are split between administration, the main user portal which is used for collaboration and access to applications, mobile access, and portals for customers.
-<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide detail" data-expandtext="Show detail" style="width:900px">
+:* <span style="color:#3272a8; font-size:120%">'''[[Administration]]'''</span><br>
-*'''Hornbill Administration''' – ''https://admin.hornbill.com/<yourinstancename>/''
+::This portal is primarily used by your System Administrator for carrying out the administrative tasks to configure your instance. All system settings, User account management, email configuration, BPM Workflow, and Progressive Capture configuration is contained and amended here.
-<div class="mw-collapsible-content">
-Primarily accessed by your System Administrator for carrying out the administrative tasks to configure your instance, Hornbill Administration can be accessed by other level users, i.e. those that have a need to create and manage reports. All system settings, User account management, email configuration, BPM Workflow, and Progressive Capture configuration is contained and amended here.
-</div>
-<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide detail" data-expandtext="Show detail" style="width:900px">
+:: URL - ''<nowiki>https://admin.hornbill.com/<yourinstancename></nowiki>''
-*'''Hornbill Collaboration and Applications''' - ''https://live.hornbill.com/<yourinstancename>/''
-<div class="mw-collapsible-content">
-Used by your analysts and collaboration users.  See users (link) for the types of users within Hornbill.
-</div>
-<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide detail" data-expandtext="Show detail" style="width:900px">
+:* <span style="color:#3272a8; font-size:120%">'''[[Applications|Hornbill Collaboration and Applications]]'''</span><br>
-*'''Hornbill Mobile''' - on Android and iOS
+:: This is the main portal for Users to get access to collaboration and the applications that are installed on Hornbill.
-<div class="mw-collapsible-content">
-Available through the respective app store.  Used by your analysts and collaboration users.
-</div>
-<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide detail" data-expandtext="Show detail" style="width:900px">
+:: URL - ''<nowiki>https://live.hornbill.com/<yourinstancename></nowiki>
-*'''Customer Portal''' - ''https://customer.hornbill.com/<yourinstancename>/''
-<div class="mw-collapsible-content">
-Designed to facilitate an external support function and is accessed by IT Support consumers external to your Organisation.
-</div>
-<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide detail" data-expandtext="Show detail" style="width:900px">
-*'''Service Portal''' - ''https://service.hornbill.com/<yourinstancename>/''
-<div class="mw-collapsible-content">
-Designed to facilitate an internal Support function, this is where members of your staff will access the IT Services that you offer.
-</div>
-</div>
-== Where to Start? ==
+:* <span style="color:#3272a8; font-size:120%">'''[[Hornbill Mobile]]'''</span><br>
+:: Available through the Android and iOS app stores.  Used by application and collaboration users.
-In order to start utilising the system you will need to set up some basics.
+:* <span style="color:#3272a8; font-size:120%">'''Customer Portal'''</span><br>
-Click on the below links to view more information about your configuration.  This list covers the basics and is a simply a proposed order.
+:: Designed to facilitate an external support function and is accessed by IT Support consumers external to your Organisation.
-#[[App_Store|Install your applications]]
+:: URL - ''<nowiki>https://customer.hornbill.com/<yourinstancename></nowiki>
-#[[Users|Import and set up your users]]
-##''[[Roles]]
-##''[[Organisation|Organisations]]
-#Now you have your organisation and people in the system we can focus on getting them to [[Collaboration|collaborate]]
-##''[[News_Feed|Newsfeed]]
-##''[[My_Boards|Boards]]
-##''[[Workspaces]]
-#Now your users are communicating, but we can do so much more.  Now it is time to set up the services you offer to your business and put control mechanisms as to how you deliver these
-##''[[Services]]
-##''[[Set_up_Service_levels|Service Levels]]
-##''[[Set_up_Priorities|Priorities]]
-##''[[Progressive_Capture_Workflow|Capturing your customer’s requirements]]
-##''[[Business Process Designer|Business Processes]]
-Explore more administrative functions by clicking [[Administration|HERE]]
+:* <span style="color:#3272a8; font-size:120%">'''Service Portal'''</span><br>
+::Designed to facilitate an internal Support function, this is where members of your staff will access the IT Services that you offer.
+:: URL - ''<nowiki>https://service.hornbill.com/<yourinstancename></nowiki>''
+<br>
 <div class="mw-collapsible mw-collapsed" data-collapsetext="Hide answer" data-expandtext="Show answer" style="width:900px">
 :''How do I find out the name of my Cloud Instance?''
@@ Line 140: / Line 110: @@
 :* If the Cloud instance was registered by you, you can refer to the automated email sent to you at the time of registration.
 :* If someone else in your company registered the Cloud instance, they should be able to provide this.
-:* Still not sure?  Please don't hesitate to contact us at [mailto:support@hornbill.com support@hornbill.com]
+:* Still not sure?  Please don't hesitate to contact us at [mailto:customer.success@hornbill.com customer.success@hornbill.com]
 </div>
 </div>