Skip to end of banner
Go to start of banner

Setup Template Guide For New Insurance CS Reps

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Current »

Please follow these steps in order!

Here is a checklist for each step. When you’ve completed the step, please check it off. Links to instructions for each step are provided if needed.

If you run into any issues along the way, please reach out to [TS agent here] and include the link to this page. We will assist you as soon as possible!

Steps:

These instructions are designed for first time users logging into web based Microsoft 365 apps such as outlook, teams, excel, etc.

OVERVIEW OF STEPS:

  1. Visit office.com

  2. Sign in with credentials provided by manager. Typical username format is usually firstname.lastname@muellerreports.com

  3. Create new password.

  4. Provide additional information such as phone # for multifactor authentication (MFA)

Step #1

Step #2

Step #3

Step #4

These instructions are designed for users logging into Mueller Enterprise for the first time.

Prerequisites:

  • Username has been provided by manager

  • Mueller Outlook Email has been set up in advance

  • Google Chrome browser is installed as other browsers such as Microsoft Edge can cause issues

OVERVIEW OF STEPS:

  1. In a Google chrome browser, visit https://www.mueller-inc.com/webui/login and click forgot password

  2. Type in your username and click “REQUEST NEW PASSWORD” (username format is normally the same as Mueller email i.e. firstname.lastname@muellerreports.com however, please confirm with your manager

  3. Check Outlook email, click the password reset link, and follow the instructions to create a new password.

  4. Login with your newly created password.

  5. You may be prompted to select a verification method with either your email or phone number. Whatever method you choose, enter in the verification code that is sent after and you’re all set!

STEP #1

STEP #2

STEP #3

STEP #4

STEP #5

These instructions are designed for users logging in to Jira for the first time.

Prerequisite:

  • Mueller Email has been set up in advance.

OVERVIEW OF STEPS:

  1. Accept the invite link that was sent to your Mueller Email

  2. Enter your name, create a password, and click “SIGN UP”

  3. Verify your email via the 2nd email. Resend if the 2nd email doesn’t appear after a minute or so.

  4. Login with with your newly created password

STEP #1

STEP #2

STEP #3

STEP #4

If you’re reading this as a new user, welcome to Mueller Services Inc.! Below are instructions and information regarding getting yourself set up to work from home.

In this article we will detail instructions on how to get yourself setup to work from home. You should receive a VPN agreement from our HR department soon which will need to be filled out. While working from home you may be using software such as an Forticlient (VPN), Fortitoken, and Citrix. In case you are unfamiliar with some of these terms, I will provide short details on them below:

Fortitoken: A passcode generator that is used as a two factor authentication for the VPN software. You will use your token every time you log in to the VPN.

VPN (Virtual Private Network): Acts as a “tunnel” to the network here in our main office. This allows you to access our network resources (including the Citrix machines.)

Citrix Machine: A virtual machine that has software necessary for job functions. Similar to using a remote desktop. Examples of possible resources on a citrix machine: Microsoft products, software phone, shared drives, etc.

 

Let’s get started on getting you set up to login to the VPN and logged in to your machine!

There are 6 steps in this article. Please follow them in order as the steps need to be followed sequentially.

Here is a short synopsis of these steps:

Step 1: Install FortiClient from our helpdesk portal

Step 2: Install FortiToken onto your mobile device from the Google Play Store or Apple Store

Step 3: Install Citrix Workspace.

Step 4: Login to the VPN Software

Step 5: Login to Citrix Workspace

Step 6: This step is only for users who remote in to a computer in the building. Unless someone explicitly tells you that you have to do this, this step can be skipped.

Step 1: Installing FortiClient

You will have to download the FortiClient VPN software from the links below:

For Windows - https://ems.mueller-inc.com:10443/Installers/Default/FortiClientLatest11/FortiClientSetup_7.2.4_x64.exe
For Mac - https://ems.mueller-inc.com:10443/Installers/Default/FortiClientLatest11/FortiClient_7.2.4.dmg

This link will help you through the install process for both FortiClient and FortiToken (for now only install the client and FortiToken apps, we will provide instructions for logging in to the VPN later):
FortiClient - Setup + Login

If you need assistance with this, please contact the help desk associate who sent the initial set up email. If you’re unsure how to contact someone at the help desk, please log in to the tech support portal and submit a ticket to us. When creating the ticket please use the “Dead in the Water” impact as this will help us properly prioritize your issue. The link for the tech support portal can be found in step 2. Please contact your manager if you need assistance with filling out the ticket. 

Please note that you may have to create an account for the portal before logging in. Instructions for this are located in this article: Creating an account in the Tech Support Portal

 Step 2: Install Citrix Workspace (if necessary)

Citrix workspace for Windows can be downloaded by going to this page: https://www.citrix.com/downloads/workspace-app/windows/workspace-app-for-windows-latest.html then hitting the button that says "Download Citrix Workspace app for Windows". After the file downloads, click on the icon that appeared in the bottom left to install it

If you have a Mac it can be downloaded here : https://www.citrix.com/downloads/workspace-app/mac/workspace-app-for-mac-latest.html

Step 3: Logging in to the VPN

Once the VPN software installation is complete, you can follow the steps in this guide to login: https://mueller-inc.atlassian.net/wiki/spaces/ITS/pages/2957738741/FortiClient+-+Setup+Login#FortiClient-(VPN)-%5BinlineExtension%5D

Step 4: Set up Citrix and Login to Virtual Machine

Step 4 can only be completed if you are already connected to the VPN. If you are not connected to the VPN, please review the previous steps before continuing on.

You can now set up Citrix Workspace to connect to our systems. Instructions on doing this can be found here: Citrix Workspace Setup

 

Step 5 can be skipped unless you remote into a non-citrix desktop in the building

Step 5: Remoting in to your desktop at the main office

Instructions for remoting to your desktop in the main office can be found here: https://mueller-inc.atlassian.net/wiki/spaces/ITS/pages/1085767928/RDP+into+your+workstation

If you need further assistance, feel free to contact the Help Desk Associate who contacted you with your VPN set up information or submit a ticket through the tech support portal. Steps 1 & 2 provide instructions for logging in to the portal.

If all goes well, you should be all set! We look forward to working with you!

Regards,

Mueller Tech Support

Step 1.

Install the Citrix Workspace App. This can be found at the following location

THE INSTALLER MUST BE RAN AS ADMINISTRATOR - to run as administrator, you can right click the downloaded file and hit Run as Administrator

Windows: https://www.citrix.com/downloads/workspace-app/windows/workspace-app-for-windows-latest.html

Mac: https://www.citrix.com/downloads/workspace-app/mac/workspace-app-for-mac-latest.html

 You can hit yes and accept all the default options

Step 2.

Please note that you will have to either be in the main office or connected to the VPN to complete this step

Open up the program and add the following address to the Add Account page. Then click Add.

https://remote.mueller-inc.com

Step 3.

Log In to the Citrix Worksapce app with your mueller credentials. Make sure to include mueller\ before your username without a space, as indicated in the screenshot below.

 

Step 4.

Your done, you can now access the Citrix environment by clicking Desktops at the top of the bar.

This guide is designed for first time users accessing HOD via Citrix.

Prerequisites:

  • Active VPN Connection

  • Citrix Machine Access

OVERVIEW OF STEPS:

  1. Access Citrix machine and click the update shortcut

  2. Press enter key when prompted to continue

  3. Double click the Homeowner Database desktop icon

  4. Login with the same username that was used to connect to the VPN
    The password field should remain blank

STEP # 1

STEP # 2

STEP # 3

STEP # 4

Download links:

The Communicator installation files can be found here: Communicator

Files are available for Windows, Mac and Linux. Please note the Mac and Linux files are zipped and must be extracted prior to installation.


Communicator 7.x

Download the PDF here

Please use the First Time Setup instructions below for Mueller specific instructions

For installation assistance, please review pages 8 - 11.

For first time configuration, please refer to pages 12 - 16 or refer to the steps below.

Communicator 6.x

Download the PDF here

Please use the First Time Setup instructions below for Mueller specific instructions

For installation assistance, please review pages 2 - 3.

For first time configuration, please refer to pages 4 - 6


First Time Setup

  1. Click on the Communicator icon on your desktop or find Communicator in the Start menu

  2. When presented the Welcome to profile wizard, click Next


    NOTE: Before continuing, you will need to have your credentials from your welcome email.

  3. In the Account details, enter your username and password from your welcome email.

  4. Click Next

  5. Select your Communicator edition:

    1. If you are a normal user, select the Business edition from the drop-down and then click Next

    2. If you are a Agent, select the Agent (call center) edition from the drop-down and then click Next

    3. If you are a Supervisor, select the Supervisor (call center) edition and then click Next

  6. From the Phones section, de-select Use deskphone and insure that Use softphone is selected and then click Next

  7. From the Summary, click Finish

  8. When you are presented the option to add the browser extension, it is recommended to click No

  9. Click OK when you are provided the “This is the first time you are connecting..” message

These instructions are designed for users logging into Authorize.net for the first time.

Prerequisite:

  • Mueller Email has been set up in advance.

OVERVIEW OF STEPS:

  1. Check your Mueller Email for Authorize.Net Account Creation message.

  2. Click the link provided to activate account. If that does not work, simply highlight the link, right click to copy, and paste it into a new tab.

  3. After clicking “Request Pin”, check your email for the second Authorize.Net message containing the pin to verify.

  4. Create a password for your account.

  5. You should now be brought to the main screen and be all set to go!

STEP #1

STEP #2

STEP #3

STEP #4

STEP #5

  • No labels