Installing Vertec: overview

Minimum requirements

If you use Vertec in the Cloud Suite, you will receive an access link from Vertec. Enter it in your browser to be taken to your Vertec App Portal .

Next, you can choose between the Vertec Web App and the Vertec Cloud App. The Vertec Web App does not require any installation as it runs directly in your browser. The Vertec Cloud App, when run for the first time, installs certain components locally with an installer and is even better integrated into your Windows environment.

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Setting up the Vertec Phone App

The Vertec Phone App is available for iPhone and Android. You can find the relevant links in your Vertec App Portal.

The first time you start the Vertec Phone App, the settings open. Here, you enter your access path once, i.e. the same link with which you get to your App Portal.

Vertec Phone App: installation and configuration

Vertec Outlook App

The Vertec Outlook App comes in two editions: the Windows edition, which runs the Outlook App in the local Windows client, and the Web edition, which installs the Outlook App in Microsoft 365. You can find the corresponding links in your Vertec App Portal.

Vertec Outlook App: installation and configuration

Updates

The latest Vertec version is automatically uploaded on a regular basis. If you would like to be notified in advance, you can subscribe to our updates on our status page.

Minimum requirements

In order to install Vertec in your company, the following steps are necessary:

Server setup

• Vertec server installation:   Install Vertec on-premises
• Access to the cloud clients:
  • Provide secure external access to your system: Cloud server: deployment and security
  • Provide secure access via LAN (VPN)
  • At most, set up centralized mobile device management for the Vertec Phone App
• You can log into Vertec via LDAP authentication or via OpenID Connect . How to set this up is explained in the relevant articles. When logging in via username and password, we recommend that you set up 2-factor authentication and adapt the password policy  to your policies.

Client setup

• We recommend using one of the cloud clients (Vertec Cloud App or Vertec Web App) on the clients. In this case, no client setup is required, but the cloud clients can be opened directly from the App Portal.
• If the Vertec Desktop App needs to be used on a client, the client setup must be performed on that client. In this case, the Vertec Cloud App is also installed locally.

Setting up the Vertec Phone App

In order for the Vertec Phone App to run, access for the Cloud clients must be set up, see section Server setup.

The Vertec Phone App is available for iPhone and Android. You can find the relevant links on your Vertec App Portal.

The first time you start the Vertec Phone App, the Phone App settings open. Here, you enter your access path once, i.e. the same link with which you get to your App Portal.

Vertec Phone App: installation and configuration

Vertec Outlook App

In order for the Vertec Outlook App to run, access for the cloud clients must be set up, see section server setup.

The Vertec Outlook App comes in two editions: the Windows edition, which runs the Outlook App in the local Windows client, and the Web edition, which installs the Outlook App in Office 365. You can find the relevant links on your Vertec App Portal.

Vertec Outlook App: installation and configuration.

Updates

In addition to the main releases, about which all customers with maintenance contracts are proactively informed, Vertec regularly releases minor releases, which are published on the Knowledge Base under Release Notes.

How to update your Vertec is explained in the article Updating Vertec on-premises .