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IndySoft Customer Portal Guide

Welcome to the IndySoft Customer Portal — your centralized hub for product downloads, release notes, and other support tools.

Once logged in, you'll see six primary tabs:

  • Download Installs
  • Release Notes
  • Environments
  • Users
  • Portal Log
  • Releases

This guide will walk you through each section to help you navigate the portal effectively.

🔽 Download Installs​

The Download Installs tab allows customers to download IndySoft software tailored to their purchased products and license types.

Features:​

  • Filter Options:

    • Version: Select from available product versions
    • DB Type: Choose between supported database types (e.g., MSSQL, Firebird, Oracle)
    • Tier: Select license level (e.g., Single User, 2Tier Multi User)

  • Data Table Includes:

    • Product Name
    • Platform
    • Tier
    • Original Product Name
    • Purchased / Allocated Counts
    • Download Button (per product)

💡 Tip: If a product is missing, verify your Tier and DB Type filters match your license.

📝 Release Notes​

The Release Notes tab provides a version-by-version breakdown of new features, bug fixes, and updates.

Filters Available:​

  • Version From / To: Narrow the scope to specific releases
  • Include: Choose to view All, Internal, or Public notes
  • Options: Toggle visibility of internal releases (IndySoft personnel only)
  • Search Bar: Search by keyword or issue number

Table Columns:​

  • Version
  • Issue #
  • Type (Feature or Bug)
  • Release Note summary
  • Release Date
  • Video link (if applicable)
  • Visibility (Public/Internal)
  • Development Completion Status

🎥 Use the Video column to view walkthroughs of each fix/feature.

🌐 Environments​

The Environments tab allows admins to manage IndySoft deployment environments.

Each Row Displays:​

  • Environment Name (e.g., Test, Primary)
  • Product Count
  • Beta Version
  • Auto Update Version
  • Environment ID
  • Licenses link

Key Functionality:​

  • Enables auto-update configuration (for customers with active support contracts). See the IndySoft Portal Client Application section for more details on setting up auto-updates.
  • View and track versions across different environments

📌 Your support expiration date is displayed in the top-right corner of the portal under the user email/customer number.

👥 Users​

The Users tab lists all customer portal users associated with your Customer Number.

Admin Capabilities:​

  • Invite new users via email
  • Remove users who no longer need access
  • View all active users and their roles

🔐 Only users with admin rights can invite or manage other users.

⏱️ Service Hours​

The Service Hours tab logs historical usage of IndySoft’s support or implementation services.

Table Fields Include:​

  • Date & Time of service
  • Number of hours used
  • Description of activity
  • Associated project name

📊 This is useful for tracking service consumption against contracts or support plans.

🧾 Portal Log​

The Portal Log tracks download activity for users within your organization.

You Can:​

  • See who downloaded which installer
  • Monitor download history over time
  • Audit internal usage

Support View:​

  • IndySoft Support can view this data across all customer accounts for diagnostic and compliance purposes.

🚀 Releases​

The Releases tab lists all historical IndySoft product releases.

Columns Display:​

  • Version
  • Build Title (e.g., Gage InSite Enterprise / CLE)
  • Release Date
  • Database Version
  • Version Integer
  • Build Type (e.g., Public)

🗂️ Use this tab to trace product history, especially when troubleshooting across legacy versions.

📚 Additional Resources​

  • 📖 Product Documentation
  • 🛠️ Submit a Support Ticket