Installation | ConnectSMART
Table of Contents: revised
Initial Setup:
- Introduction to the Module Generator
- The Outgrid
- Setting up a Sample Dashboard
- Function list
- ConnectSmart Gadget Reset Utility
Initial Setup:
(Minimum System Requirements: WindowsXP, Service Pack 3, IE7, NetFramework 2.0, Powershell 2.0)
Please run the setup file and follow the prompts. If you have not yet installed PowerGadgets, you will be given a link and serial number with which to register it. Please install it before proceeding.
1. Module Generator:You can easily customize and filter the data shown in your gadgets by using the Module Generator. Items such as service boards, members, tickets statuses, etc. can all be included or excluded via a Module file.
Location: C:\Program Files\ConnectSMART\Tools\Module_Generator.exe
Select the Connections module and click Edit to launch the editor for the selected module. After a few seconds it will load a window to enter credentials. You can use either Windows Authentication or SQL Authentication.
Enter the ConnectWise Server name (Computer Name) and Administrative credentials. Select the ConnectWise database in the dropdown menu. Then click Test Connection. Once Connection is successful, click on Ok.
On the Module Details tab, there are several Module Functions to configure. First, select Location, and then add the company locations you'd like to monitor. More than one location is permitted. Clicking Apply will commit all changes you've made but it is not necessary to click Apply on every function page. Clicking Apply at the end of configuration will suffice.
To see an example of how the functions affect the gadgets we will use the gadget Hours By Tech. In the Gadgets folder open the Hours By Tech gadget. Next, in the Module Generator, select Category, Members, then Engineering Team. This will show the current members listed as engineers. By adding or removing members from this list, you will include or exclude them from the Hours By Tech gadget. Click Apply to commit changes. Refresh the Hours By Tech Gadget (right-click, Refresh, or press F5 after clicking on it.)
The complete list of functions is found at the end of this document.
2. Outgrid:
Most gadgets include an outgrid of data produced by drilldown. This data can be filtered even further. (Fig.4 and Fig.5). Please note that all outgrid drilldown functionality is available in the full version.
(fig.4)
(fig.5)
3. Setting up a Dashboard:
Location: C:\Program Files\ConnectSMART\Library\Gadgets
When a gadget is opened and then closed, it creates a local cache file which remembers the size and location on the desktop. (Location: C:\Users\youruser\AppData\Roaming\Software FX, Inc\PowerGadgets\Personalization)
The next time the gadget is launched, it will restore to the same location it was last opened.
Gadgets can be resized by right-clicking and setting them to unfloating mode. Drag a corner to the desired size and then set it to floating mode again.
It is common practice to place shortcuts to the gadgets in the Startup folder of a workstation. This causes the dashboard to launch automatically after every reboot.
(Location: C:\Users\username\AppData\Roaming\Microsoft\Windows\Start Menu\Programs\Startup)
4. Module Generator Function List:
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Function: |
Description: |
Gadget Affected |
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Category:Location |
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Location |
Select your company location. This is found on the Service Board page. More than one location is permitted. |
All |
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Category:SLA |
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SLA |
Select your SLA. Found in Setup Tables, SLA. |
AvgResolutionTime AvgResPlanTime AvgResponseTime SLAGoalsByMonth SLAGoalsByMonth TNRAge TNResplan TNR SLAbystatus_p1 SLAbystatus SLAComplianceByMonth SLAGoalsByMonth |
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Category:Boards |
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Managed Services Board |
Select the boards that are used for Managed Services. Use boards where SLA and Response Time are critical. |
AVGResolutionTime AVGResPlanTime AVGResponseTime OpenCloseRatiobyDay Slabystatus_p1 Slabystatus TicketsByStatus TicketsOverBudget TicketsOverXhrs TicketsForMonth WipByMemberDaily-BoardSpecific WipByMemberMonthly-BoardSpecific WipByMemberWeekly-BoardSpecific |
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Production Boards |
Select boards for tickets missing info gadget. |
CustResponded MissingTicketInfo OpenTicketsAge HoursByTechDaily-BoardSpecific HoursByTechMonthly-BoardSpecific HoursByTechWeekly-BoardSpecific |
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Helpdesk Boards |
Select any helpdesk boards. This will monitor items such as response time, SLA's, and ticket counts. |
Agrticketsformonth ClosedTicketsByEngineer DoneYet IdleTicketsByStatusAndBoard IdleTicketsByStatus MostNeglectedTicket OldestTicketsByStatus OnCallPerBoards OpenCloseRatio OpenTicketsByServiceType SalesByTime SLAGoalsByMonth SurveyAvgs TicketsByTech ticketsbytime3wk TicketsByTimeToResolution TicketsByTime TicketsCreatedByCompany TicketsNoBudget TicketsNoDueDate TicketsOverBudActual TicketsOverXDaysByTech TicketsResolvedByTech TicketsResolvedWTD TicketTrends TNA TNRAge TNResplan TNR YesterdaysTickets |
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Sales Boards |
Select your Sales Board. |
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Category:Members |
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Application Development Team |
This function displays the billable percentage for a team over a period of time. |
AppsTrend AppsYTD |
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Engineering Team |
Select members of your engineering team. |
Billablepercentall MostNeglectedTicket OpenTicketsByServiceType TicketsByTech TicketsOverBud TicketsOverXDaysByTech TicketsOverXhrs TicketsResolvedWTD |
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Production Team |
Used primarily to group people who produce revenue for metrics. Category:: |
BillablePercentAll2Qtr BbillablepercentallMTD BillablepercentallQtr ComplianceHoursByTech |
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Sales Team |
Members of your Sales Team. |
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Category: ConnectSmart Goals |
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Effective Rate Goal |
Enter your goal for effective rates. Industry average is $135/hr. This sets the goal line in the drilldown from Agreements. |
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Sales Goal |
Set your Daily Sales Points goal |
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Category:Agreement Types |
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Managed Service Agreements |
Select the Agreement types to monitor. |
AgreementIncreaseToGoal AgreementInvoicingMonthlyChange AgreementInvoicingMonthlyTotals AgreementsActive AgreementsNewThisMonth ClientEffectiveRateTrend ClientsWithAgrType Effratecompaniesoverunder Effratecompanies EffRateTrend MarginsDrilldown TicketsForMonth |
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Category:Ticket Statuses |
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Proactive Tickets |
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Reactive Tickets |
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Child Ticket Status |
The ticket status for child tickets. |
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Tickets Not Assigned Status Exclusion |
Enter ticket status(s) to ignore for tickets not assigned. Note that we recommend limiting this list to inactive tickets only. |
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Tickets Not Resolved Status Exclusion |
Excluded statuses |
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Open Tickets Exclusion |
Enter ticket status(s) to ignore for open tickets. Some tickets are not considered closed in connectwise and needs to be specified here as what to ignore as open. |
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Done Yet Status |
Use this status to indicate a ticket that needs to be updated by the tech due to missing info, unclear description, status, etc. |
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Category:Ticket Priority |
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Priority 1-4 |
The priority (urgency) name of priority 1 tickets. Used in slabystatus p1 |
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Category: Miscellaneous |
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Grid Skin Color |
Change the theme of the drilldown grid. |
Dark Side,Office 2007 Green, Office 2007 Silver, Office 2007 Blue, Office 2007 Black, Office 2007 Pink, Seven, Sharp, Darkroom, Pumpkin, McSkin, Caramel, iMaginary, The Asphalt World, Stardust, Seven Classic, Sharp+, High Contrast, Summer, Valentine, Lilian, Black, Coffee, Liquid Sky, Foggy, Springtime, Holiday 2008 Blue, Dark Side, Money Twins, Blue, Glass Oceans, London Liquid Sky |
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PTO |
Enter Personal Time Off types |
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7. ConnectSmart Gadget Reset Utility:
Clear Cache - As you use this utility, historical data is saved to allow quicker use of this program. If you click Clear Cache, all the historical data will be removed.
ConnectSMART | 2843 Pembroke Rd. | Hollywood, FL. | 33020
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