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CBSMAIL Screens & Settings (SW191)
CLIENT INSTRUCTIONS Dear Compulink Advantage User, The CBSMAIL Program is designed exclusively for Compulink Advantage for Windows users to receive program updates automatically via the Internet. Each Advantage Windows user also has our mail server software and an assigned an e-mail address providing a secure method to send and receive files, updates, forms, etc. Unlike AOL, Netscape, or Internet Explorer, which also have e-mail capabilities, CBSMAIL does not utilize a “browser”. It will ONLY communicate with Compulink’s Mail Server. We have internal passwords and encryption built into the software to prevent it from handling mail from anywhere except our address for your maximum security. Your software license is also maintained via CBSMAIL. On a quarterly basis, the Advantage software sends a message to Compulink. This file contains numeric information derived from the Compulink Advantage setup files, not your database files. This information becomes an electronic ID tag, which confirms that this message is truly from a valid product licensee. In response Compulink replies, usually within 5 minutes, with the config.cbs. file. Once your office via CBSMAIL receives this message, the new config.cbs is installed with the updated license. Your Compulink License will be updated, regardless of Support Contract maintenance or upgrade participation. CBSMAIL eliminates waiting for diskette shipments and alleviates the traditional installation and update hassles. With CBSMAIL, you can receive software updates with automatic downloading and installation. This process allows your office to be up and running with the latest product revisions almost immediately, whereas in the past this would have required us to ship you the needed diskettes. If you should have further questions on this matter please contact your Customer Care Team at (800) 888-8075
Your Customer Care Team CBS-MAIL SETUP REVISED 8/02/01 CBS Mail Installation Instructions CBS Mail is installed during the Advantage for Windows installation process. The only steps necessary to activate and configure the program are listed below. Choose the appropriate computer for CBS Mail. (Network Users) CBS Mail can be used on any workstation or server that has access to both the Compulink Advantage software and to the Internet (via modem or proxy server). It is best to set CBS Mail up on a station where staff members can check the mail prior to going into the Advantage software each morning. Initial Setup 1. In order to setup the cbs-mail program, we first want to create a shortcut on your Windows desktop. You need to determine the drive letter where your Advantage product is assigned. This is done by right clicking on the Frog icon on the Windows desktop, then left clicking on Properties. When the Properties window opens, choose either the Program or Shortcut tab. Then, look on the Command line or Target line and note the first letter listed in that line. For example: (X:\eyecare\eyecare.exe) The drive letter in this example is X. Once determined, close the property window. 2. Right click in the middle of your desktop on an empty location (between the Icons) then select New, then select Shortcut. 3. Choose browse from the command line, 4. Select the assigned drive that is mapped to the server by clicking on the Look-In field. (See example on Step 1). 5. Double click on the cbs-mail folder. 6. Double click on the mail.exe (not CBSMail.exe). This will take you back to the command line prompt. It should have a path that’s say’s something like x:\cbsmail\mail.exe (where X is your mapped drive letter to the server). 7. Choose next and select a name for the shortcut. Type this name: Compulink Mail and then choose finish. You will see a new icon on your desktop. The icon will look like a letter. Initial Configuration 1. Connect to the Internet. If you don’t know how, call your Internet Service Provider for assistance. 2. Double click on the Compulink Mail icon on the desktop. 3. Choose setup, config and then modify the following fields: PLEASE NOTE THAT EVERYTHING SHOULD BE IN LOWER CASE LETTERS EXCEPT THE NAME FIELD. IF THEY ARE UPPER CASE THE MAIL WILL NOT WORK. a. SMTP server: smtp.compulink-software.com b. Email address: CL***@smtp.compulink-software.com (replace *** with your Compulink account number). c. Name: enter the name of the practice here. d. Pop3 server: smtp.compulink-software.com e. User name: cs-cl**** (replace **** with your Compulink account number). f. Password: c**** (replace **** with your Compulink account number). g. Dialup service: Left click on the drop down arrow and select the dialup service you use to connect to the Internet. Note: If you use AOL, dial up service should be left as None. h. Leave Messages: This field should be set to False. i. Product Path: This should be set to the directory name where your Advantage product is located on your network. It should be preceded by a backslash. Below is a list of products and their appropriate paths. Ophthalmology Advantage: \eyemd Optometry Advantage: \eyecare Optical Advantage: \optical P T Advantage: \pt MD Advantage \mdadv Podiatry Advantage: \podia Psychiatry Advantage: \psych Chiropractic Advantage: \chiro j. Place a checkmark in the box labeled Dial-up Networking. AOL users: place the check in the box labeled LAN. k. Once completed, click the OK button. An information window will pop-up indicating that you must restart CBS Mail for changes to take effect. Choose ok, close CBS Mail, and then restart the program.
Proxy Configuration (the following is settings for most proxy connections and does not necessarily apply to all, you might have to adjust your settings based on the type of Proxy Server)
a. SMTP server: IP Address of the Proxy Server (example: 192.168.1.1) b. Email address: CL***@smtp.compulink-software.com (replace *** with your Compulink account number). c. Name: enter the name of the practice here. d. Pop3 server: IP Address of the Proxy Server (example: 192.168.1.1) e. User name: cs-cl****#smtp.compulink-software.com (replace **** with your Compulink account number). f. Password: c**** (replace **** with your Compulink account number). g. Dialup service: Left click on the drop down arrow and select the dialup service you use to connect to the Internet. Note: If you use AOL, dial up service should be left as None. h. Leave Messages: This field should be set to False. Product Path: This should be set to the directory name where your Advantage product is located on your network. It should be preceded by a backslash. Below is a list of products and their appropriate paths. I. Connection: LAN Checked
Checking / Retrieving Compulink Mail (Daily-Basis) 1. Left click on CBS Mail on the tool bar if it is listed there. If not, double click on the Compulink Mail icon on the Windows desktop. Note: (AOL USERS: You must connect to AOL prior to using Compulink Mail. Cable Internet users such as Comcast and Time Warner can use SMTP ports of 25, 80, 110 or 125 to make successful. Cable companies change their ports due to spam. ) 2. Left click on the Check Mail button in the upper left-hand corner. 3. You will notice that the envelope and check mail disappears and a red X appears with the word Cancel. 4. In the lower left corner of the CBS Mail Server Window, you will see the File Transfer Progress Bar. Once the download has completed, the Bar will disappear. Then, the upper right hand corner of the automated tasks window will show the date and time of the Last Successful Mail Check (This also appears on the left side of the status page). Once the download has finished, the red X and word cancel disappear and you will see Check mail again with the envelope. 5. Next, under Automated Tasks, if any task is listed, wait for it to disappear. Examples of tasks: update exe program; update config.cbs; update DLL program. 6. Once the Automated Tasks window is empty, the mail process is complete.
To Download the Current Version of Mail From Compulink
The latest version of our CBSMail product is obtainable from the Internet at the following URLs:
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