Welcome to the MyCalyx.com^® Help Center

If you have not converted your account to an online MyCalyx account yet - please call your sales representative at 800-362-2599 to facilitate your change today. Converting your account to MyCalyx is Free!
Please note: The only way to get compliance release Point 7.4 is through MyCalyx.

You can scroll through the information below or click on a topic to move directly to that section.

OVERVIEW

MyCalyx is a portal used by Calyx customers to download the current version of Point and PointCentral and to manage Point users. Organizations can add & delete users at any time.

The MyCalyx Home page is displayed after you log in to MyCalyx and, depending on your account status, contains options for managing users, and downloading the server software for PointCentral.

The top of the page contains links to access more information about MyCalyx, update your profile, and log out of MyCalyx.

The Manage Users button is displayed for users who are assigned the Administrator role. Manage Users is used to add users, assign user roles, and deploy Point to end users.

The Download Server Software button is displayed for PointCentral accounts only.

Passwords

To change your MyCalyx password:

From any page in MyCalyx, click the MyProfile link at the top of the page.

The Profile page is displayed.

Enter your new password in the Password field.

Requirements: Your MyCalyx password must contain a minimum of six characters, at least one uppercase or lowercase letter, and at least one number. In addition to alphabetic and numeric characters, the following characters are allowed: comma, apostrophe, period, hyphen, !, @, #, $, %, ^, &, *, (, ), |, ?, /, ~.

Confirm your new password by entering it in the Re-Enter Password field.
Click Save.

To reset your password:

Click the Forgot Your Password? link on the MyCalyx logon page. The Password Retrieval page is displayed.
Enter your e-mail address and click Submit. An e-mail is sent to the e-mail address on record.
Open the e-mail and click the link as instructed. The Change Password page is displayed.

Important: : The link expires 120 hours after the e-mail is generated. If you do not re-set your password within the 120-hour period, click the Forgot Your Password? link and repeat the process.

Enter your password in the required fields and click Save. The Home page is displayed.

MyCalyx Roles

The following roles are used in MyCalyx:
Administrator - Users who are assigned the Administrator role have access rights to manage user roles and assign and deploy Point seats to end users. The Initial MyCalyx Administrator is assigned when Calyx creates the customer account. Any Administrator is authorized to add additional Administrators as needed for the account.

Purchaser - The Purchaser is the MyCalyx user who is authorized to make purchases in MyCalyx.

Attention: The purchasing process is not implemented in MyCalyx for this release. Therefore, the Purchaser role option is not enabled on the Manage Users screen at this time.

End User - The End User role is assigned to Point users. After the End User is added to the account, an e-mail that contains a link to initiate the Point installation is automatically generated and sent.

Important: You can assign an infinite number of end user roles, regardless of whether you have enough seats. The users who activate the Point installation before all of the seats are used, have a successful installation. Users who attempt to activate the Point installation after all seats are installed, receive a message to contact the MyCalyx Administrator.

You can assign an infinite number of end user roles, regardless of whether you have enough seats. The users who activate the Point installation before all of the seats are used, have a successful installation. Users who attempt to activate the Point installation after all seats are installed, receive a message to contact the MyCalyx Administrator.

ADMINISTRATION FUNCTIONS

User management

Managing MyCalyx and Point users is done on the Manage Users page. Only an Administrator is authorized to access this page.

The following functions are performed on the Manage Users page:

Create installation settings
Add users
Import/Export users
Assign and rescind user roles
Delete users
Edit user
Deploy and re-send the installation link e-mail to end users
Specify the Point version

The top of the Manage Users page contains a summary of users, the number of seats installed, the number of seats on the account, the status of each seat, and a legend that explains the seat status codes. The bottom of the page contains the number of users, page navigation controls, a dropdown list to specify the number of records to display on a page at a time, and buttons to use to apply roles and installation settings, re-send the installation e-mail when the link has expired, apply the Point version, and delete users. These buttons apply the action to the records with the check mark that precedes the record selected.

Each record contains the user nickname, username (e-mail address), check boxes that are used to assign roles, seat status, last activity date, installation group, and the version that is licensed by your organization.

By default, the records on the Manage Users page are sorted by the Last Activity column in descending order. To change the sort order of the table, click the column heading. Above the column headings is a field to specify filter criteria for displaying user records.

The seat status, indicated by a colored icon, shows the seat status of users assigned the End User role.
The icons represent the following status:

Color		Status
Red		An installation problem has occurred.
Orange		The e-mail was sent, but the link to initiate the installation was not clicked.
Yellow		The seat was assigned and the installation link was clicked. The installation is in progress.
Green		The seat is active and Point is installed and operational.
White		A seat is not assigned.

Seats with a status of Active (green), In progress (yellow), and Problem (red) are considered installed seats and are included in the Seats Installed total.

The following buttons on the Manage Users page provide additional functionality:
Getting Started - Click the Getting Started button for additional information about using the Manage Users page.

Installation Settings - Click the Installation Settings button to access the Installation Settings page. Use the Installation Settings page to create installation groups. Installation groups contain preset installation parameters and are assigned to users when they are created and are implemented when the end user installs Point. When the Administrator upgrades the Point version for an end user, the end user installation is completed per the settings in their assigned installation group.

Using installation settings is optional. The default Point installation in a non-server environment creates the default template and data folders and includes Point Administrator.

Import Users - The Import Users button imports a list of users from an existing comma-separated value file.

Add a User - The Add a User button adds an empty row to the list, which is used to add a new user.

Export Users - The Export Users button exports all data for each user to a Microsoft Excel® document.

Refresh - Use the Refresh button to refresh the screen after changes and updates are made.

The following buttons below the user list, apply actions to the selected records (those with the check box selected that precedes the record):
Apply End User Role - Use the Apply End User Role button to assign each selected user the End User role.

Resend E-Mail - Use the Resend E-mail button to re-send the installation or Administrator registration e-mail, whichever one is applicable, to the selected users.

Delete - Use the Delete button to delete the selected users from MyCalyx.

Apply Installation Settings - Use the Apply Installation Settings button to apply an installation group to the selected users. Select the installation group from the dropdown list, then click the button.

Apply Version - Use the Apply Version button to apply the specified Point version to the selected users. Select the version from the dropdown list, then click the button.

Purchaser - Use the Apply End User Role button to assign each selected user the End User role.

Adding users

To add an end user to MyCalyx and assign them a Point seat:

Go to the MyCalyx home page (click the MyCalyx link at the top of the page).
Click Manage Users to access the Manage Users page.
Click the Add a User button at the top of the page to add a new record above the user list.
Enter a nickname for the user and enter the user's e-mail address in the Username (Email) field.

Note: You can enter a nickname up to 50 characters long. If the nickname exceeds the visible width of the field, scroll to the right to view the entire name.

Select the End User check box to assign the end user role to the new user.
Optionally, assign an installation group to the user by selecting an option from the dropdown list.
Click the Save icon ( ) to save the user.

The entry is saved and added to the user database. An e-mail is automatically generated and is sent to the user which informs them of the roles they were assigned and, if they are assigned the End User role, contains a link to install Point.

Note: For details about the Point installation process, refer to the Point User Guide.

Click the Cancel icon ( ) to cancel the add user process.

Important: The link expires 120 hours after the e-mail is generated. If the End User does not install Point within the 120-hour period, they must contact their MyCalyx administrator to have them re-send the e-mail.

Attention: If the save is not successful, an error message is displayed and a red asterisk is placed next to the field that contains the error.

Enter additional users as needed.

Important: If all of your Point seats are assigned, you are unable to assign additional seats unless you remove a seat from another user. However, you can assign an infinite number of end user roles, regardless of whether you have enough seats. The users who activate the Point installation before all of the seats are used have a successful installation. Users who attempt to activate the Point installation after all seats are installed, receive a message to contact their MyCalyx Administrator.

Adding Administrators

Only an Administrator can add users and additional Administrators to MyCalyx. The Initial MyCalyx Administrator is created when Calyx creates the customer account. It is not possible to delete the Initial Administrator. The Initial Administrator is indicated in gray type on the Manage Users page.

Attention: To change the Initial Administrator for your account, contact Calyx Support at 800-342-2599.

To add an Administrator to MyCalyx:

Go to the MyCalyx home page (click the MyCalyx link at the top of the page).
Click Manage Users to access the Manage Users page.
Click the Add a User button at the top of the page to add a new record above the user list.
Enter a nickname for the user and enter the user's e-mail address in the Username (Email) field.

Note: You can enter a nickname up to 50 characters long. If the nickname exceeds the visible width of the field, you can scroll to view the entire name.

Select the Administrator check box to assign the Administrator role to the user. If the Administrator is also an end-user, select the End User check box and assign an installation group, if using.
Click the Save icon ( ) to save the user.

The entry is saved and added to the user database. An e-mail is automatically generated and is sent to the user which informs them of the roles they were assigned and in the case of an Administrator, a link to the MyCalyx registration page where they must register before they can access MyCalyx.
Click the Cancel icon ( ) to cancel the add user process.

Important: The link expires 120 hours after the e-mail is generated. If the Administrator does not register within the 120-hour period, they must contact their MyCalyx administrator to have them re-send the e-mail.

Attention: If the save is not successful, an error message is displayed and a red asterisk is placed next to the field that contains the error.

Registering as an Administrator

When a user is assigned the role of Administrator, they will receive an e-mail notification that contains a link to register in MyCalyx.

To register as an Administrator:

Open the MyCalyx e-mail.

The e-mail contains a link to register and a link to a video demo about the Administrator role and functions in MyCalyx.
The video is also accessible from the MyCalyx Help page for future access.

View the video.
After viewing the video, click the Register at MyCalyx.com link.
Enter your first name, last name, and password.
Select the check box to acknowledge that you understand and accept the MyCalyx terms of use.
Click Register.

Important: The link expires 120 hours after the e-mail is generated. If the Administrator does not register in MyCalyx within the 120-hour period, the administrator who created the must resend the e-mail.

Adding users by importing from a (.csv) file

You can import a list of users from a comma-separated value file (.csv) into MyCalyx.

Requirement: The file that contains the users to import must be in .csv format for the import to be successful.

To import users into MyCalyx:

Go to the MyCalyx home page (click the MyCalyx link at the top of the page).
Click Manage Users to access the Manage Users page.
Click the Import Users button to access the Import Users page.
Click the Browse button to open a Windows Import Text File dialog box and navigate to the location of the .csv file that contains the user list.
Select the file and click Import Users from File to initiate the import process.

During the import process each user record is validated to insure it is in the proper format. If all of the records are valid, they are added to the user list in the same sequence as in the (.csv) file. If any record in the file is invalid, it is ignored and the import continues. A message is displayed that indicates whether the import was successful.
After the import is successful, assign user roles and specify each user's installation group.

Creating a comma-separated value file

Create a comma-separated value file to import a large number of users into MyCalyx.

To create a comma-separated value file:

Open a new Microsoft Excel® file.
Enter headers for each column. For example:

Enter Nickname in the first cell in the first row (A1).
Enter Email in the second cell in the first row (B1).

Enter each user's nickname and e-mail address in the respective column, as shown in the following example:

When you are finished entering users in the spreadsheet, select File > Save As.
Enter a file name, select CSV from the Save as type dropdown list, and click Save.

Exporting users

Use the export function to export the list of MyCalyx users and their settings to a Microsoft Excel® file.

Go to the MyCalyx home page (click the MyCalyx Home link at the top of the page).
Click Manage Users to access the Manage Users page.
Click the Export Users button to open a Windows Save As dialog box.
Enter a file name in the File name field.

The only file type available is Excel 97-2003 Workbook (*.xls) and is pre-selected in Save as type dropdown list.

Click Save.

All data for each record is exported to an Excel file. An example is shown in the following figure:

Modifying user properties

To modify user properties:

Go to the MyCalyx home page (click the MyCalyx link at the top of the page).
Click Manage Users to access the Manage Users page.
To change user properties by individual users, select the user to update by double-clicking the user row to enable the fields.

The record becomes enabled for editing.

Edit the username, nickname, roles, installation group, or version.
To change properties for multiple users, select the check boxes that correspond to the users you want to change. To change the properties for all of the users that are currently displayed, select the check box at the top of the list to select all users.

Use the buttons at the bottom of the screen to apply the end user role, installation settings, and Point version and to resend the e-mail or delete the user.

Tip: Use the filter to view users with specific properties if your organization has a large number of users.

Click Save.

The entry is saved and added to the user database. An e-mail is automatically generated and is sent to the user informing them that their user properties were modified.
An e-mail notification is not sent in the following situations:

When an existing role is removed and no other roles remain.
When only the installation group is changed.
When only the version is changed.

Important: If more than one Administrator is editing the same record at the same time, the changes are retained in the sequence that they are saved. Therefore, changes made to the same information could be lost if another Administrator is editing the same information.

USER ROLES

Specifying and changing user roles

To add or change a user role:

Go to the MyCalyx home page (click the MyCalyx link at the top of the page).
Click Manage Users to access the Manage Users page.
Double-click the user record to enable edit mode.
Select the check box that corresponds to the role or roles to assign to the user.

Administrator icon
Purchaser icon
End user icon

Attention: The purchasing process is not implemented in MyCalyx for this release. Therefore, the Purchaser role option is not enabled on the Manage Users screen at this time.

Unselect check boxes to rescind user roles.
Click the Save icon ( ) to save the record with the changes.

Note: For details about setting up the PointCentral server, refer to the PointCentral User Guide.

Rescinding end-user status and uninstalling Point

To rescind an end user role from a user and make the seat available to another user:

Go to the MyCalyx home page (click the MyCalyx link at the top of the page).
Click Manage Users to access the Manage Users page.
Double-click anywhere in the user row to enable edit mode.
Uncheck the end user check box for the subject user.
Click the Save icon ( ) to save the user.

A confirmation message is displayed. The seat is now available for another user.

On the end user�s computer, click the icon that is used to open Point.

The uninstall process is initiated.

To remove the Point icon from the desktop when the uninstall process is complete, right click the icon and select delete.

Tip: The Seats Installed on the Manager Users Summary page is updated to reflect the reduced number of seats.

The Seats Installed on the Manager Users Summary page is updated to reflect the reduced number of seats.

Deleting users

To delete a user from MyCalyx:

Go to the MyCalyx home page (click the MyCalyx link at the top of the page).
Click Manage Users to access the Manage Users page.
Select the leading check box next to the user records that you want to delete.

The Delete button becomes enabled.

Click Delete.
Click OK in response to the confirmation prompt.

The selected users are removed from the user list and the seat status changes to white.
Click Cancel to return to the Manage Users page without deleting the user.

Note: If the deleted user is assigned an End User role, the Point installation is removed from their computer and they are no longer able to use Point.

Locating user records (using filters)

Use the filter function to find specific records when you have a large number of users. In a smaller organization, you can sort the list by clicking the column header to manually search for a record.

To use the filter function to locate a record or group of records:

Tip: Filtering records is useful to locate user records in an organization with a large number of users.

Go to the MyCalyx home page (click the MyCalyx link at the top of the page).
Click Manage Users to access the Manage Users page.
Enter the filter criteria in the Filter field.
Click Search.

The user list is refreshed based on the filter information.

To further refine the search parameters, enter another level of filter criteria in the Filter field and click Search.
Continue to enter filter criteria until the user list contains the records you need.

Click Clear Filter to clear the Filter field and restore the entire user list.

Example: To search for a specific user, for example, Joe Johnson:
1. Enter Joe Johnson in the Filter field.
2. Click Search.

Every user with Joe Johnson in their user record is displayed.

3. To filter the list by a specific Joe Johnson, enter his e-mail address (his MyCalyx username)
in the Filter field.
4. Click Search.

The Joe Johnson with the specified e-mail address is displayed in the list.

Tip: To locate a specific user who has a common name, perform the initial search on the user�s e-mail address or other user-specific identifying information, if known, in the first search. The results will return only the record you are seeking.

Creating installation settings

Use the Installation Settings page to create installation groups that contain preset installation parameters. When an End User installation is performed and they are assigned an installation setting, whether it is for a new seat or a software upgrade, the installation is completed per the settings in their assigned installation group. If the user is not assigned an installation setting, the default Point installation is used.

Note: Using installation settings is optional. The default Point installation in a non-server environment creates the default template and data folders and includes Point Administrator.

To create an installation group:

Go to the MyCalyx home page (click the MyCalyx link at the top of the page).
Click Manage Users to access the Manage Users page.
Click Installation Settings.

The Installation Settings page is displayed. The last installation setting that was updated is displayed.

To create a new setting, select New Setting from the dropdown list.

To edit an existing installation setting, select the installation setting name from the dropdown list.

Enter a name for the installation group in the Name field.
Specify the template directory location in the Templates Directory Path field.

The Template Directory Path is the template location where the end user is authorized to access Point templates. If the Template Directory Path is left blank, the existing setting on the local client is preserved and is not overwritten.

Note: If your site runs PointCentral, the template directory and data folder paths and their user access rights are specified in the PointCentral settings. Therefore, it is unnecessary to complete these fields.

Enter data folder locations in the Data Folder Path field that the end users who are assigned to the installation group are authorized to access. Click the plus (+) button to add the data folder to the Data Folder Path list.
If the Data Folder Path is left blank, the existing setting on the local client is preserved and is not overwritten.
Repeat to add additional data folders.

Restriction: The maximum number of data folder paths allowed is 10,000.
To delete a data folder path from the list, select the path and click the minus (-) button.
To move a data folder path up or down in the list, use the up and down arrow buttons. The sequence of the data folders in this list determines the sequence of the folders in the data folder dropdown lists in Point.

Tip: You can select multiple folder paths by holding the control key when you select each folder and delete them or move them up or down.

Select the Install Point Administrator check box to include Point Administrator in the installation. Point Administrator is not used if PointCentral is enabled. Do not select this check box if you run PointCentral.
Select the Enable PointCentral check box if you use PointCentral as your file server. If PointCentral is enabled, the data folder and template directory paths are specified in the PointCentral settings. Point Administrator is not used.
Enter the server URL in the PointCentral URL: https:// field.
Enter the security key in the PointCentral Security Key field.
To enable Point to automatically install on your network if a Windows administrative password is required, enter the username and password of your Windows Administrator.
Specify the location on your sever to store the Point installer in the Installation Package Cached Location section.

This setting specifies where the Point installation package is downloaded when the first installation is initiated. All subsequent installations retrieve the installer from this location.

Note: When the account has many users at the same location, it is more efficient to download a new version to a single cache location. As each user updates, MyCalyx will deliver the new version more rapidly, with less intranet traffic if it is local.

Click Save to save the settings.

Important:

If you navigate to another installation setting or to the Manage Users page without saving changes to the current installation setting, your changes are not saved and are lost.
Click the Delete button to remove the current installation group. If any users are assigned to an installation group, they must be removed or assigned to a different group before you can complete the deletion.
Click the Manage Users button to return to the Manage Users page.

Resending the installation e-mail to end users

When a user's installation link expires before they install Point, the MyCalyx Administrator must instruct MyCalyx to resend the e-mail that contains the link.

To resend the installation e-mail:

Go to the MyCalyx Home page (click the MyCalyx Home link at the top of the page).
Click Manage Users to access the Manage Users page.
Edit any users as needed.
Select the check boxes next to the users that you updated or the users that still need to install Point.

To send the e-mail to all users, click the check box at the top of the column. All check boxes are selected.

Click Resend Email.
The e-mail that contains instructions and the installation link for Point users is sent to the selected users.

Increasing and decreasing Calyx seat count

Contact Calyx Sales to add more seats to your account. To contact Calyx Sales, click the Order link in the header of this page.

The customer order for new seats is processed upon receipt of payment. Seats are available on MyCalyx after the ordering process is complete. Processing the order can take several days.
When seat count is reduced, the seat reduction is shown on the Manage Users summary within the hour. If the seat reduction falls below the number of current Point installations, Administrator functions are limited until enough seats are purchased or until Point is removed from enough computers.

End user Point installation

When an end user is assigned a Point seat, they will receive an e-mail notification that contains a link and instructions for installing Point. When the user clicks the link in their e-mail, the Point installation is launched and begins immediately.

Important: The link expires 120 hours after the e-mail is generated. If Point is not installed within the 120 hour period, the MyCalyx administrator must resend the e-mail.

The installation is completed per the settings in the installation group that is assigned to the end user. If an installation group is not specified, Point Administrator is installed and the default template and data folders are created.