Remote-access Guide

newforma remote access

by Zetta Rath Published 2 years ago Updated 2 years ago
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Why choose Newforma project center?

Project Center offers your team freedom of choice. Don’t give up the applications and systems that work best for your team. Newforma enables the seamless and automated exchange of project information with the software tools you currently use. Unify your view of project information across applications, platforms, and storage locations. Learn More

What can you do with Newforma?

Download drawings, manage action items and punchlists with Newforma Mobile. Project Center offers your team freedom of choice. Don’t give up the applications and systems that work best for your team. Newforma enables the seamless and automated exchange of project information with the software tools you currently use.

What is Newforma ID and how do I login?

Newforma ID is a single login you can use for your Project Cloud website, Info Exchange sites, and mobile apps. If this is the first time you’re accessing with your Newforma ID, you’ll be asked to enter your login to complete the connection. Once this connection has been made you won’t need to enter your login again.

Will Newforma support Internet Explorer and Microsoft EdgeHTML?

All support for Internet Explorer and Microsoft EdgeHTML will be removed from Newforma in the future. Upgrading to a supported browser is recommended.

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How do I access newforma?

Go to the Sign in to Newforma Info Exchange page and click Newforma ID to log in using Newforma ID or to create your Newforma ID.

How much does newforma cost?

$5,000-$10,000Product Info. Price: Typical startup costs $5,000-$10,000 installation, plus a yearly fee in 50 seat bundles.

What is newforma ID?

Newforma ID is a single login you can use for your Project Cloud website, Info Exchange sites, and mobile apps.

How do I add newforma to Outlook?

Customize Outlook Web Client ActionsAccess Outlook settings and click View All Outlook Settings.Click Mail, then click Customize Actions:In the Customize Actions panel, scroll down to the Message Surface section. Select the Newforma Cloud checkbox. ... In the Customize Actions panel, scroll down to the Toolbar section.

How do I add contacts to newforma?

To add a contact to the Newforma Contact Directory, select the Contacts tab and select Add Contact from the Tasks panel.

ARCHITECTS

Connect and manage project information and get back to the design work you are known for.

ENGINEERS

Maintain accountability and be a reliable partner who keeps the project moving forward.

OWNERS

Choose partners that are using Newforma to minimize project delivery risk.

What is Newforma API?

The Newforma API is a JSON-RPC web services API available through Newforma Info Exchange Servers. The API provides generalized querying and editing APIs for contacts, companies, user licensing, project teams, My Projects, and other project data. It is targeted towards third-party developers, systems integrators, and IT employees with programming experience for the purpose of building custom adaptors between existing systems and Project Center for richer data sharing between the two environments.

What is info exchange?

The Info Exchange Server is a Web-enabled server that enables internal project team members to easily and securely exchange project files with external project team members (and vice-versa) using a website. It provides email notifications, reminders, automated transfer expiration (deletion), and a history log (audit trail) for all posted file transfers. After you send files via Info Exchange, other project team members can access the transfer and track its status. Additionally, a compressed .ZIP file containing the file contents of each file transfer sent or received via Info Exchange is automatically saved to the record copy location designated for the project, eliminating the need for internal project team members to separately save copies of transferred files. The contents of each file transfer can subsequently be searched, opened, or compared with Project Center's search feature.

What port is open on Info Exchange Server?

Port 443 must be open on the Info Exchange Server to enable both inbound and outbound connections.

How to contact Newforma?

1. Go to Newforma Customer Community at https://customercommunity.newforma.com/s/. 2. Log-on using your Newforma Customer Community account. Note: This is separate from your Newforma application account. 3. At the top of the Newforma Customer Community home page, you can enter search keywords that will return relevant Knowledgebase articles. 4. If you feel the entry matches the issue you are experiencing, and you feel confident about performing the recommended action, there is no need to place a support call to Newforma—we encourage you to carefully apply the solution presented and resolve the issue as quickly as possible. Of course, if you are unsure, or would like a Newforma Customer Support representative to review the situation with you, please do not hesitate to call, email, engage Support through Live Chat or file an electronic case through the Newforma Customer Community. REPORTING THE ISSUE If after following the above steps you still have not resolved the issue, proceed to log a case with Newforma Customer Support. Depending on your service provider, you may do this in one of two ways: 5. If you are a Newforma customer whose support service is provided by a Newforma Regional Customer Support Center, you may enter a case through the Newforma Customer Community at https://customercommunity.newforma.com/s/, or by telephoning the customer support line of your local Newforma Regional Customer Support Center. 6. If you are a customer whose customer support service is provided by an authorized Newforma Alliance Support Partner, please contact your alliance partner’s support desk using the numbers provided to you. Before contacting us, we recommend that you complete a Case Checklist Form to document the issue, so you will have it available at the time of your call (see Appendix B). The Case Checklist Form will also serve as a record for tracking purposes. Continue with the next section to log your case.

What are the services Newforma provides?

KEY SERVICES AND TOOLS Newforma Customer Support has many tools and services to assist you in getting the help and answers you need. Below is a summary of those tools and how they can make your experience better. For full details, please refer to your company’s Subscription Agreement. Access and Response • Phone, email, web, chat access • 24 x 7 critical down system support (In Case of Emergency/ICE) • Global access to live support • Remote access diagnostics • Established case response times based on the severity Online Self Service • Case creation • Case tracking • Newforma Customer Community forum access • Newforma Knowledgebase • Online product document • Tech Talk webinar series • Newforma Online Help (help.newforma.com) New Releases and Product Updates • Major and minor releases/upgrades • Proactive advisories • Platform compatibility information

How to request professional services from Newforma?

BASIC CONTACT INFORMATION: • Your contact information—Telephone or Email • Contact information for any involved parties – internal or external • Your current Newforma software release and version number • The type of hardware and operating system you are running on REQUEST-SPECIFIC INFORMATION: • Brief description of the request • Expected results • Be very specific; prepare screen images, mark-ups, etc. • What is the potential business impact? Note: Third Party Information Technology providers are welcome to submit Professional Services requests on behalf of the Newforma customer. A contact at the Newforma customer site must be copied on all communication and must approve the request before Professional Service starts.

What is Newforma Global Services?

NEWFORMA GLOBAL SERVICES PROVIDES AN END-TO-END SOLUTION Newforma Global Services encompasses more than just customer support — it also includes consulting and learning services, for a complete, end-to-end solution. Newforma Consulting Services experts are ready to assist you in every phase of your business application’s lifecycle — helping you to plan, design, implement and manage your enterprise applications for maximum operational performance. For more information on what Newforma Consulting Services can do for you, review the Professional Services section of this document, visit the Professional Services section of the Newforma Customer Community or contact your Account Manager for further information.

How to check Newforma case status?

HOW TO CHECK YOUR CASE STATUS Support customers serviced by a Newforma Regional Customer Support Center may check the status of their case by logging on to the Newforma Customer Community at https://customercommunity.newforma.com/s/ and following these simple steps: 1. Log-on using your Newforma Customer Community account. Note: this is separate from your Newforma application account. 2. Under the Cases heading, select My Open Cases 3. Locate your case and review the status.

What is Newforma after hours?

AFTER-HOURS CRITICAL EVENT COVERAGE Newforma also recognizes that after-hours emergencies do occur and has implemented emergency support for urgent or critical system down situations. If you are in a down condition over a weekend, weekday or weeknight, we’ll be there to help you get your system back up and running. Guidelines for the use of emergency after-hours support are as follows: • Intended for critical down system emergencies, cannot be pre-scheduled • Available 24 hours a day, seven days a week • The telephone number to call is: 603.625.6212 regardless of customer region • Follow the phone prompts for Support system or submit over the web • Be prepared to provide detailed information, including the best way to contact you • After-hours critical support is only available in the English language • A support representative will be paged and will respond as quickly as possible SPECIAL CUSTOMER SUPPORT COVERAGE SERVICE Newforma recognizes there may be occasions when you require special support outside the regular Newforma business hours. To accommodate these occasions, Newforma has implemented an optional Newforma After Hours On Call service. This customer support coverage is offered for planned events and is not intended to be used for emergency customer support. This special coverage is offered under the following guidelines: • After Hours is defined as remote support, consulting, or on-call availability between 5 pm and 8 am Monday through Friday, and weekends in customer’s local time zone. • A signed Statement of Work is required before scheduling On Call After Hours • Ten business days’ notice after receipt of the signed Statement of Work for After Hours Services is requested. • Intended to be used during conversion, pilots, go-live situations or other critical phases of an implementation or upgrade • Provided in a remote manner only • On Call After Hours Fee for this service is based on length of support requested and invoiced for the time the Newforma resource is required to be On Call • Assigned Newforma resource will provide contact information prior to the start of the service. Please contact your Account Manager or services@newforma.com to request the Newforma After Hours On Call service. CUSTOMER SUCCESS ORGANIZATION Within Newforma Customer Support a team exists that focuses on customer engagement and success. The Customer Success Organization is dedicated to enhancing our customers’ overall Newforma experience. The team is responsible for proactively notifying customers of Newforma events such as Tech Talks, user groups, reviewing customers’ case activity and working with them to ensure they are using Newforma Enterprise Applications to their fullest. The Customer Success Organization is here to keep you informed and satisfied with Newforma working as your trusted advisor and partner.

How does Newforma support work?

Newforma’s Global Customer Support Model delivers high-quality service and customer support around the globe, through a network of Newforma Regional Customer Support Centers. INITIAL PROBLEM REPORTING The Newforma Customer Support model starts with the customer. Should you not find the resolution to an issue by visiting our Newforma Customer Community, in our documentation, or by browsing the Newforma Knowledgebase, you may report a case to Newforma Support. Please note that methods for reporting case requests (phone, email, Customer Community, chat) may vary, depending on where the support provider is located and depending on the customer support location (see Appendix A for more information).

What is Newforma system?

There are three components to the Newforma system: an internal server, a desktop application and an external ‘Info Exchange’ server. The system architecture resides on a server inside the firewall, alongside any existing project or mail servers. The Newforma Project Center client is installed on each workstation and hooks into the Outlook mail client. On first install the system indexes existing project files and folders, making historical or existing projects easy to add. Once indexed, Newforma knows where all the files reside and powerful searches can be performed and relational links established.

What is Newforma application?

Newforma is an application that offers many of the benefits of a large system but without the inflexibility.

What is Info Exchange?

Info Exchange is a really useful capability of Newforma and is like your own FTP server but better. Files can be scheduled, cued for download, expired, logged, automatic send notifications. Great to know the ‘who, what and when’ files leave the company. The system also acts as a portal for external team members to access ‘published’ documents, such as RFIs. The system also supports mobile smart phones. This is indeed powerful stuff for the extended multi-site project team.

How does Newforma work?

Newforma works with commonly-used systems such as Outlook, Exchange server, Lotus notes and Gmail. Users can simply drag and drop project emails into their related project folders, which are stored on the central server, and keep all relevant data together. At the same time the system stops duplication of emails should multiple users all file the same email. The email activity centre displays a list of all the emails submitted to the project but a permissions system controls who can see what documents. There are some really powerful search and filters on offer here to help speedily track down the right email or attachment. Newforma Info Exchange, a web-based client, allows remote access to these emails, together with the optional Newforma Mobile, which provides a mobile optimised website.

What are the key features of Newforma?

Key features include: filing email alongside project information, fast searching for information, packaging transmittals and general management of data allowing the tracking and monitoring of project progress. By saving time in the fast location and reuse of data and keeping track of important documents, Newforma Project Center offers the chance to improve responsiveness, reduce errors, giving more time to focus on the act of designing. The other fundamental benefit is that the technology does not take over the workflow infrastructure but works with standard Windows folders and email systems.

What is Newforma project analysis?

Newforma Project Analyzer provides project planning, resource management and reporting for managers. It pulls live project data directly from financial systems to aid decision making on budgets and staffing across the entire firm.

What is Newforma contract management?

Newforma Contract Management supports contract and document change management during the construction phase and adds the ability to manage change orders, addenda, supplemental instructions, bulletins, punch lists and more.

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