Prevail User Knowledge Base

Internal Video--How-to Preparing for Using Server Tools

Owned by Emily Doane
Last updated: Aug 21, 2023 by mike.doane
2 min read

This How-to covers preparing to use the serve tools within your Prevail system.

Warning: The Server Tools can only be activated by calling Prevail Technical Support at (407)228- 4400, Option 1, then 1.

The Prevail Server tools centralize the calendar synchronization and lead import routines on your server. It's been designed so that you can "set it and forget it" without worrying about leaving your workstation logged on or having to periodically run the Prevail Control Panel to manually sync your calendar or receive your leads. It also has the ability to perform scheduled maintenance automatically to eliminate production downtime

 Instructions

You will need domain administrator level permissions on your Prevail server and your Exchange server.

The following steps should be performed by an experienced domain/Exchange server administrator. Contact your IT consultant for further assistance.

  1. Log in to the server with a domain administrator level account.

  2. Launch Active Directory Users and Computers

    1. Start>Run>dsa.msc

  3. You will need to create a Prevail Service account.

    1. we recommend “pvservice”

    2. For convenience, you can (subject to your internal IT policies) copy an existing domain account (right-click on an existing user account within Active Directory and select Copy).

  4. Ensure that the pvservice account has the attributes “user cannot change password” and “Password never expires” selected.

    1. Note: If the password for the pvservice account expires or changes, then the Prevail Server tools will cease to operate.

  5. Ensure that the pvservice account has "logon as a batch job" permissions.

  6. On Windows, this privilege is granted through the Local or Domain Security Policy. To do this using the Local Security Policy, follow these steps:

    1. In the Control Panel, open Administrative Tools > Local Security Policy.

    2. Under Security Settings, open Local Policies, and highlight User Rights Assignment.

    3. Locate "Log on as a batch job." Open the properties, and add any users that need this right.

    4. When finished, save your changes and close the Local Security Settings window. To make changes to the Domain Security Policy on a domain controller, use the Domain Security Policy utility in the Control Panel.

  7. Document the password in a secure location. Ensure that the credentials are kept away from user-level employees.

  8. Log out of your server from your existing Administrator account.

  9. Log in as your newly created pvservice account.

  10. Ensure that Prevail operates while logged in as your pvservice account.

    1. If Prevail has not been installed, install the client by running the ClientSetup.exe (located in your Prevail Server folder).

How to Calendar Sync, Lead Import Settings