Setup Guide

Introduction

After you have installed or received your CampusPass site, there are a few steps to take to quickly get up and running with it.

This page walks you through the remaining steps to set up CampusPass.

If you face any issues along the way, please contact our CampusPass solution support team.

Reach us by phone:

• Americas: +1 (703) 420-1311
• APAC: +61 285034152
• EMEA: +44 20 3929 3748

Reach us by email: support@appian.com

Step 1: Set up admin users

Users that you want to act as administrators should be added to the administrators group. This group receives emails when there are errors in the solution processes so that they can monitor and respond to these errors.

In order to manage users and groups that control access to CampusPass, these users should also be System Administrators. System Administrators are users that can manage users and have access to the Admin Console and Appian Designer.

To set up admin users as System Administrators and add them to the administrators group:

1. In your Appian environment, log in as a system administrator.
2. In the top-right corner of the page, go to the navigation menu and select Appian Designer.
3. Make sure that the User Type for the admin user is System Administrator.
   • Go to the Users tab.

   • Find and open the user.

     

   • Verify that the User Type is System Administrator. If not, select System Administrator and click Save.

     

4. Add admin users to the administrators group.
   • Go to the Applications tab and open the CampusPass application.

   • Find and open the Campus Pass Administrators group.

     

   • Click ADD MEMBER.

   • Use the Users to Add picker to select the user or users, and click ADD.

     

Step 2: Update Admin Console settings

You will need to update several settings in the Admin Console, including setting the user start pages and default language. We also recommend turning on the Prompt Users to Download App setting in order to provide a quick way for users to download the mobile app.

Setting the user start page

A user start page is the default page that displays for users when they first log in to Appian. If your users will use CampusPass as their primary Appian site, we highly recommend setting the user start page for all of your users to either the COVID-19 CampusPass site or the Response Hub site.

To set the user start page:

1. In your Appian environment, log in as a system administrator.
2. In the top-right corner of the solution, go to the navigation menu and select Admin Console.
3. Under SYSTEM, select User Start Pages.
4. Set the user start page for Response Hub users.
   • Click New Start Page.
   • For Start Page URL, enter the URL for the Response Hub: https://your-appian-instance.com/suite/sites/A8DpA4P9. Replace your-appian-instance.com with your site URL.
   • For Groups, use the picker to select the Campus Pass Command Center.
5. Set the user start page for users.
   • Click New Start Page.
   • For Start Page URL, enter the URL for the CampusPass site: https://your-appian-instance.com/suite/sites/z1ck30E1. Replace your-appian-instance.com with your site URL.
   • For Groups, use the picker to select the Campus Pass Users.

6. Click SAVE CHANGES.

   

Setting the default language

If you want users to set their default language to one of the multiple languages supported by CampusPass, you will need to set the language settings in the Admin Console. See Internationalization for more information on language settings.

If you only need to display the solution in English, you can skip this step.

To set the language settings:

1. In the Admin Console, under SYSTEM, select Internationalization.
2. For Enabled Languages, select one or more of the following supported languages.
   • English (US) [en_US]
   • Dutch [nl]
   • French (France) [fr_FR]
   • German [de]
   • Italian [it]
   • Spanish [es]

3. Click SAVE CHANGES.

   

Turn on the Prompt Users to Download App setting

On mobile devices, CampusPass works best in the Appian mobile app, instead of a mobile browser. Some institutions may even decide to create their own custom version of the Appian application with their own branding.

Whatever your case is, to help drive mobile app adoption, and create a better mobile experience for users, we recommend turning on the Prompt Users to Download App setting in the Admin Console mobile settings. Enabling this setting will prompt users to download the mobile app when they access CampusPass from a mobile browser.

To turn on the Prompt Users to Download App setting:

1. In the Admin Console, under SYSTEM, select Mobile.
2. Select Prompt Users to Download App. The default links to download the Appian app for iOS and Android are entered automatically.
3. If you are using a custom mobile app that you would like your users to download, enter the link to these apps in the iOS App Download Link and the Android App Download Link fields.

4. Click SAVE CHANGES.

   

Step 3: If the database name is not Appian, update the database constant

The CampusPass application contains an object called a constant that tells the application what the name of your database is.

First, you need to determine what the name of your database is. If it isn't jdbc/Appian, you will need to update the constant so that it uses your database's name.

To determine the name of your database:

1. In your Appian environment, log in as a system administrator.
2. In the top-right corner of the solution, go to the navigation menu and select About Appian.
3. In the Data Sources section, find the Name of the database.

4. If the name is jdbc/Appian, you can skip to Step 4. If it isn't, write down the database name and continue with this section.

   

To update the name of the database in the constant:

1. Go to the navigation menu and select Appian Designer.

   

2. At the top of the page, click OBJECTS.
3. Search for ITA_GBL_DATABASE.

4. Click ITA_GBL_DATABASE to edit the constant.

   

5. In the Value field, update the name to match the data source name from the About Appian dialog box and click SAVE.

   

Step 4: Add users and assign to groups

System Administrators can add users to CampusPass and put them in the appropriate groups. For instructions on this, see User Management.

Please contact support if you need assistance.

Step 5: Configure the site for your organization

After you've added members to the response managers group, they can log in and customize with information relevant to your institution.

Follow the instructions on the Configure the Site page to configure CampusPass.

Step 6: Launch solution

Once all of the above steps are complete, you can notify your users to start using CampusPass. Reach out to Appian Support at any time if you have any questions.

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