Point Mobile Setup

Mobile users in Point® and PointCentral® require a key to enable their device for mobile access to Point. The mechanism for retrieving this key and applying it to individual mobile devices is different for each system. Individual Point mobile users have an activation key that uniquely identifies them. They must enter this key into their mobile device before they can gain access to Point.

PointCentral sites have one digital key which is used by all mobile users and is managed at the site level. This key is renewed automatically for sites that allow Calyx access to their PointCentral server. Sites that have a firewall and do not allow outside access, must re-activate their key manually each month through MyCalyx®.

Point

Point mobile users are managed by the MyCalyx Administrator in MyCalyx. The MyCalyx Administrator adds mobile users and initiates e-mails to them that include their mobile activation keys. The mobile users are set up and managed on the Point Mobile™ page. The Point Mobile page contains statistics pertaining to the number of mobile users for the site and the active or unused status of each user. A search filter is also available to search for specific mobile users.

To set up mobile Point users:

1. Go to the MyCalyx home page.
   
2. Click Manage Mobile Installations to access the Point Mobile page.
   The top of the screen shows a summary of the total of mobile installations that are available for your site, a filter to search for current mobile users, and a legend to show the status of each available license.
   
3. Double-click a row to enable the fields for entry.
   
4. Enter a name for the user in the Nickname field.
   Note: You can enter anything in the Nickname field. You might want to match the MyCalyx Username or Nickname or their Point User ID, however, it is not required.
5. Click the Save icon.
   
6. When finished entering users, select the check box for each new user, or click the check box at the top of the list to select all users, and click Send Email. The Email Addresses dialog box is displayed which contains the selected users and a field for their e-mail addresses.
   
7. Enter each user's e-mail address and click Send.
   The e-mail contains the activation key to activate each user's mobile device. The first time the mobile user attempts to access Point, they are prompted for their activation key. After their mobile device is activated, their Point User ID is sent to MyCalyx and populated in the Point User ID field.
   Requirements: In addition to being set up as a mobile user in MyCalyx and receiving an activation key, the following prerequisites must be completed before mobile users can access Point from their mobile device:
   – Obtain a Point User ID
   – Set up their loan pipeline in Point
   – Configure mobile access in Point and obtain a connection ID
   – Secure data folders
   For detailed information about these prerequisites, refer to the Point User Guide.
   Attention: not confuse the activation key that is used in MyCalyx with the connection key that is used in Point. The activation key is used to identify the user and mobile device. The connection key is used to identify the Point device and the computer that is used as the mobile server.

The Point User ID is created in Point by the Point Administrator and must be established before a mobile user can activate their mobile device.When the Point User ID field is updated, the Status changes to active, and the last activity field is populated with the current date.
When a mobile user is deleted, a new activation key is generated and available for a new mobile user.

PointCentral

PointCentral mobile users are managed on the PointCentral server by the PointCentral Administrator. In addition to the summary and status information, the PointCentral Manage Point Installations page also shows the total number of mobile users.

PointCentral mobile users require a digital key to activate their mobile devices; however, only one digital key is used for the entire site and is managed at the site level. The digital key also requires regular renewals.

Attention: This key is a required if you are doing a new installation or an update. If you are doing a new installation or update and your PointCentral server has an internet connection, the MyCalyx digital key is automatically retrieved after the PointCentral Configuration Wizard is completed. If you are doing a new installation or update and you do not have an internet connection, you must enter the MyCalyx digital key in the PointCentral parameters. Refer to the PointCentral Installation instructions in the PointCentral User Guide for details about completing the digital key information.

If you are doing a manual renewal, refer to the help topic, Renewing the PointCentral digital key.

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