How to configure your instance

This article will show you how to configure your instance after you logged in the first time

Getting started:

1. Sign into Skynamo Training Instance with your user login details (provided by the company).

This page will open up:

2. Navigate to the URL bar (where the web address is) and change the URL by adding “/customfields” after the “…myhoneybeekeeper.com” and press ‘Enter’.

The URL will then look something like this (the name in the beginning will be your company name):

And the page will look like this:

3. Skynamo will share a few .xml files with you:
   • WIPE ALL FIELDS Template.xml
   • Customer Fields Template.xml
   • Additional Visit Feedback.xml
   • Complaint Form.xml
   • Technical Feedback.xml

4. Make sure to download these files to your computer. You will then find them in your downloads

   Download Notepad++:

   Make sure you have Notepad++ downloaded to your computer. If not, download by clicking on this link: https://ninite.com

   When asking to “Pick the apps you want”, only select Notepad++: 2. Then click on “Get your Ninite”:

   3. Change the default program the files open with to Notepad++ by right-clicking on any of the 5 .xml files and selecting “properties”.

4. Then select “change” and select Notepad++ as your default program in the list.

5. If, for some reason, Notepad++ does not display in that list, you can find it by clicking on “more apps” below the list, scroll down and select “look for another app on this PC”.

• This will open a new window.
• You first want to go to Windows (C:). Do this by simply clicking on the back button once.
• Then select the folder “Program Files (x86):
• Scroll down to “Notepad++” and select “notepad++” with the ‘application’ type
• Select “Open” at the bottom of the window.
• Then select “Apply” and “OK”.
• This will now always with Notepad++.

Configure instances:

1. Open the WIPE ALL FIELDS Template.xml file

• Between “<InstanceKey>” and </InstanceKey>” in line 3; change the name to your company name. You will find your company name in the URL where you entered “/customfields”.

Location of the company name

WIPE ALL FIELDS Template.xml will now look like this (SAVE this file):

2. Go back to the website:

• In the first row, next to “Customers”, click on “Browse”:

• Select the newly saved WIPE ALL FIELDS Template.xml file you just changed and select OK.
• Click on the blue Update button on the right.

3. Now, open the Customer Fields Template.xml file

Again, between “<InstanceKey>” and </InstanceKey>” in line 3; change the name to your company name. You will find your company name in the URL where you entered “/customfields”. This is the same name you used in Step

• SAVE this file.
• Go back to the website:
• In the first row, next to “Customers”, click on “Browse”:

4.  Select the newly saved Customer Fields Template.xml file you just changed and select OK.

• Click on the blue Update button on the right. It will look like nothing happened.

5.  Next, you want to click on “Add form” at the top right (Blue button).

• This will insert a new line under FormDefinition with the name “New Form”
• Middle click on “New Form”.

A new window will open with this info:

• Take note of the Form ID. 37 in this example.

6. Now open the Additional Visit Feedback.xml file:

• Change the name to your name like the previous 2 examples.
• Change the “FormID” in line 4 to match the FormID that appeared in the new window you opened on the browser (the 37 in the example above).
• Save the file.

7. Back on the website, in the same row as the “New Form” you added:

• Click on “Browse”.
• Select the newly saved Additional Visit Feedback.xml file.
• Select “OK”.
• Select Update on the right.
• You should now see the name change to Additional Visit Feedback:8

8. Repeat this process with the remaining 2 files:

• Add new form.
• Middle click on new form.
• Identify FormID number.
• Update .xml file with corresponding FormID number.
• Browse and select correct .xml file.
• Update line.

NB to do each form separately and not altogether.

If you now click on the “Forms” tab at the top of the screen, you will find the new forms you added: