Partners Portal Manual
Introduction
To enter Partners Portal:
- Open the https://incoresoft.com website
- Click the Personal Account button in the upper-right corner
- Enter login and password received from the IncoreSoft team member
- Click the Log In button to open the Partners Portal
Usability and Functionality
The Partners Portal interface contains:
- Profile Menu to:
- See the username and partner's status
- Change account settings by clicking the Personal Information button
- Change the interface language by selecting the required language from the drop-down list
- Click the Exit button to log out of the Partners Portal
- Main Menu to choose from the following items:
- Personal Information
- Users
- Partners
- Projects
- Licenses
- Calculator
- Documentation
- Installation Files
- Study
- Knowledge Base
- Help Desk
- Info Box with:
- IncoreSoft Company's support email address
- IncoreSoft Company's social networks links
Partners have different access rights in the Main Menu depending on their status:
- Distributors have access to all menu items
- Resellers have access to all menu items, except Licenses
- Technology Partners have access only to:
- Personal Information
- Calculator
- Documentation
- Installation Files
- Knowledge Base
- Help Desk
- Clients have access only to:
- Personal Information
- Calculator
- Documentation
- Installation Files
Personal Information
To change the account settings, select the Personal Information item in the Main Menu:
The item includes 3 tabs:
- Profile to:
- Click the Upload Logo button to set the company's logo
- Change contact information in the Contact Name and Phone fields
- Click the Edit button to apply changes
- Password to:
- Fill in the required fields to set the new password
- Click the Change Password button to apply changes
- Language to:
- Select the desired interface language from the drop-down list
- Click the Save button to apply changes
Users
To manage users, select the Users item in the Main Menu:
To add a new user, click the Add User button:
In the Add User pop-up window:
- Step 1:
- Fill in the required fields
- Click the Next button
- Step 2:
- Check the boxes next to the required categories in order to assign access rights
- Click the arrows next to each category to open more options
- Select the Create button
- A list of created users with their ID, name, email, and status is displayed in the table.
- The Status toggle shows the user access allowed (green) or denied (grey). Click the toggle to change the status.
To edit the required user parameters, click the Edit icon:
In the Edit User pop-up window:
- Step 1:
- Change information in the required fields
- Click the Next button
- Step 2:
- Check the boxes next to the required categories in order to assign access rights
- Click the arrows next to each category to open more options
- Select the Save button to apply changes
Partners
To manage partners, select the Partners item in the Main Menu:
The Partners functional menu allows to:
- Enter the partner company name, or characters in the name to filter partner companies
- Select the partner company registration country
- Select the required partner company status
- Click the Search button to start filtering
See the list of partner companies in the table below. It contains:
- Partner company ID
- Partner company name and country of registration
- Name of the distributor to which the partner company belongs
- Partner company status
- Partner company registration date in the system
- Toolbox includes:
- View icon to see the information about the required partner company
- View Projects icon to see only selected partner company projects
- Edit icon to change the information about the required partner company
To add a new partner company, click the Create Partner Company button:
In the Create Partner Company pop-up window:
- Step 1:
- Fill in the required fields
- Type a comment about the new partner company
- Click the Next button
- Step 2:
- Enter new login and password for the partner company's account
- Enter the partner company contact person's full name and phone number
- Click the Create button
Projects
To manage projects, select the Projects item in the Main Menu:
The Projects functional menu allows to:
- Enter the project name or characters in the name to filter projects
- Select the solution for the project from the drop-down list
- Set the maximum budget for the projects
- Set the time frame the project was created
- Select the project implementation date (year and quarter) from the drop-down list
- Click the Search button to start filtering
See the list of projects in the table below. It contains:
- Project name, location, and description
- Number of active licenses
- Project creator's name
- Date the project was created
- List of planned licenses
- Toolbox comprises:
- View the icon to see the information about the required project
- Edit icon to change the required project parameters
- Add License icon to add licenses for the selected project
- Send on the Registration button to receive project confirmation from the vendor
- Submitted projects have different confirmation statuses: Pending Confirmation, Confirmed and Rejected. Hover the mouse over the Info icon next to the project's name to determine the actual confirmation status.
- Project confirmation takes some time. Wait while the vendor confirms the project.
To add a new project, click the Create Project button:
In the Create Project pop-up window:
- Step 1:
- Fill in the required fields
- Select the solution for the project from the drop-down list
- Click the Next button
- Step 2:
- Select the reseller partner company from the drop-down list
- Click the Next button
- Step 3:
- Select the Create a Client option (if necessary):
- Fill in the required fields to create a new client partner company
- Click the Create button
- Select the client partner company from the drop-down list
- Click the Next button
- Select the Create a Client option (if necessary):
- Step 4:
- Set the budget for the new project
- Select the project implementation date (year and quarter)
- Click the Save button
Licenses
To manage licenses, select the Licenses item in the Main Menu:
The Licenses functional menu allows to:
- Move among the main tabs All, Real, and Test Licenses to filter licenses by type
- Enter the license key or characters in the license key to go through the search faster
- Set the time frame the license was created
- Select the connected client partner company from the drop-down list
- Select the license payment status from the drop-down list
- Click the Search button to start filtering
See the list of licenses in the table below. It contains:
- License key and several additional informational options:
- Orange Test License icon to visually distinguish test licenses in the general list
- Copy the License Key icon to click and copy the required license key to the clipboard
- Info icon to view the license status
- Name of the project to which the license applies
- Name of the distributor who created the license
- Name of the client partner company for which the license was created
- List of included modules
- Date of:
- License creation
- License payment
- Actual license payment
- Toolbox comprises:
- View the icon to see the information about the selected license
- Edit icon to change the required license parameters (only for test licenses)
- Extra options include:
- Download Certificate
- Receive Certificate by Email
- Enter Payment Date
- Download Invoice
- Add Invoice
- Offline Activation
- Offline Deactivation
- License Cancellation
- Enter Payment Date, Download Invoice, and Add Invoice extra options are available only for real licenses.
- License Cancellation extra option is available only for test licenses.
To add a new license, click the Create License button:
In the Add License pop-up window:
- Step 1:
- Select the required module from the drop-down list
- Set the number of cameras for the selected module
- Click the Add License button to apply the settings
- Click the Next button
- Step 2:
- Set the license validity period:
- In days for the Number of Days option
- Until the selected date for the Expiration Date option
- Type a comment
- Click the Create button
- Set the license validity period:
Calculator
To calculate the required hardware parameters, select the Calculator item in the Main Menu:
To perform the calculation:
- Select the analytics type:
- Server
- Desktop
- Click the Hardware block and check the boxes next to the required CPU and GPU hardware options
- Select the analytics modules from the drop-down list and set other parameters as required:
- Number of cameras
- CPU/GPU hardware acceleration
- Codec
- Resolution
- FPS
- Click the Add Module button to select more analytics modules
- Click the Delete icon to delete the selected module
- Click the Create button to start the calculation
- Click the Reset button to clear the parameters
- Select the Export PDF button to download the calculation report
Documentation
To access the IncoreSoft VEZHA documentation and accompanying materials, select the Documentation item in the Main Menu:
The documentation includes:
- Product Presentations
- Branding Materials
- Partners Documentation:
- EULA
- Prices
- Success Stories
- Integration Guides:
- Event Manager
- Milestone
- Axis
- Analytics System User Manual:
- Quick Start Guide
- Plugin User Guides
- Specifications
- Installation Guidelines:
- Architecture Guide
- Camera Installation Guidelines
- Analytics System Installation Manual for Windows
- Analytics System Installation Manual for Linux
Installation Files
To access the IncoreSoft VEZHA software installation files, select the Installation Files item in the Main Menu:
The installation files include:
- Windows Server Analytics (CPU, GPU)
- Linux CPU Server Analytics
- Linux GPU Server Analytics
- Milestone XProtect VMS Plugins
- Network Optix Meta/Witness VMS Plugins for Linux
- Network Optix Meta/Witness VMS Plugins for Windows
Study
To learn IncoreSoft VEZHA courses, select the Study item in the Main Menu:
To start learning, select the desired course. On the selected course page:
- Find out about the opportunities that the course provides in the About Course tab
- Open and study course video lectures in the Content tab
- Pass the Certification Exam and obtain a specialist certificate in the Examination tab
Knowledge Base
To read the IncoreSoft VEZHA system guides, select the Knowledge Base item in the Main Menu:
The Knowledge Base menu comprises:
- Installation Manual
- Quick Start Guide
- User Manual
- Frequently Asked Questions
Help Desk
To contact IncoreSoft support for a specific request, select the Help Desk item in the Main Menu:
The Help Desk request menu comprises:
- Technical Support
- Licensing and Billing Questions
- Other Questions
- Report a Bug
- Suggest a New Feature
- Suggest Improvement
- Hardware Requirements
To send the request select the desired category. In the pop-up window:
- Fill in the required fields
- Attach images if necessary
- Click the Create button