Continuum Link - Revision history

Dina at 08:04, 8 July 2020

2020-07-08T08:04:32Z

Dina at 13:01, 15 May 2020

2020-05-15T13:01:12Z

← Older revision		Revision as of 13:01, 15 May 2020
Line 429:		Line 429:
	=Ticket Creation – Special Cases=		=Ticket Creation – Special Cases=
	In case the Site or Device is not linked to the equivalent Account and Asset in CommitCRM, the Ticket will still be created, and the missing entity will be handled by the system in the following manner:<br>		In case the Site or Device is not linked to the equivalent Account and Asset in CommitCRM, the Ticket will still be created, and the missing entity will be handled by the system in the following manner:<br>
	[[File:~~Zenith_Integration_Full_Flow~~.png]]		[[File:Continuum_Integration_Full_Flow.png]]

Dina: /* Install CommitCRM RMM Server Service */

2016-12-18T11:29:41Z

Install CommitCRM RMM Server Service

← Older revision		Revision as of 11:29, 18 December 2016
Line 86:		Line 86:
	#Make sure to allow the CommitCRM RMM Server Service in your DEP settings.		#Make sure to allow the CommitCRM RMM Server Service in your DEP settings.

	This part of the installation should be performed on the server itself.		'''This part of the installation should be performed on the server itself.

	~~When logged in to the server with a Window's Administrator account, run the installer from:~~

	<~~Installation_DIR~~>\CommitCRM~~\Utils\Install\InstallServerSideWindowsServices.exe~~		<u>Automatic installation</u>       (requires CommitCRM 14 and up)

	OR		Log in to to your Server with a Window's Administrator account and run the installer from:

			<blockquote>'''''<Installation_DIR>\CommitCRM\Utils\Install\InstallServerSideWindowsServices.exe'''''</blockquote>
			<br>

	Open a command prompt window and ~~enter~~ the following command:		OR   -  <br><br>
			<u>Manual installation</u>
			# Open a command prompt window: Right-click the command prompt icon and and choose 'Run As Adminsitrator'.
			# Type the following command:<br><blockquote><tt> <Installation_DIR>\CommitCRM\RMM\CommitRMMServer.exe -install</tt></blockquote><u>Note</u>: The <Installation_Dir> must refer to a LOCAL server path (e.g. C:\ or D:\Software, etc.) and NOT to a shared network name/path.
			# Wait for a success message to appear, indicating the service was installed successfully.
			# Open the Windows Services Management windows from <i>Control Panel > Administration Tools > Services</i>.
			# Verify that a Window's service called '''CommitCRM RMM Server''' is now displayed the services list.
			# If the service is not there, make sure again that you are running the command prompt Window using 'Run as Administrator' and try again.

	~~<Installation_DIR>\CommitCRM\RMM\CommitRMMServer.exe -install~~

	~~''Note: The <Insallation_Dir> must refer to a LOCAL server path (e.g. c:\ or D:\Software, etc.) and NOT to a shared network name/path.''~~

	A Window's service called '''CommitCRM RMM Server''' is now displayed in the system services management window (Control Panel > Administration Tools > Services). If the service is not displayed, make sure you are running the command prompt "As Administrator".
	<br><br>		<br><br>
	'''Start Service''':<br>		'''Start Service''':<br>

Dina at 10:42, 14 December 2016

2016-12-14T10:42:50Z

← Older revision		Revision as of 10:42, 14 December 2016
Line 54:		Line 54:
	# Backup CommitCRM Database.		# Backup CommitCRM Database.
	# Initialize Continuum PSG.		# Initialize Continuum PSG.
	# Install ~~CommitRMMServer~~.		# Install CommitCRM RMM Server.
	# Validate ~~CommitRMMServer~~ downloads Continuum Sites and Devices to the CommitCRM server.		# Validate CommitCRM RMM Server downloads Continuum Sites and Devices to the CommitCRM server.
	# Link Accounts and Assets in CommitCRM(*) to Sites in and Devices Continuum.		# Link Accounts and Assets in CommitCRM(*) to Sites in and Devices Continuum.
	# Enable Continuum Integration.		# Enable Continuum Integration.
Line 71:		Line 71:
	<br><br>		<br><br>
	To initialize the PSG in CommitCRM:		To initialize the PSG in CommitCRM:
	* Open <Installation_DIR>\RMM\CMTZenithLink.ini		* Open <Installation_DIR>\CommitCRM\RMM\CMTZenithLink.ini
	* Copy the Security Code value from Continuum PSA Settings window as described above in [[Continuum_Link#Continuum_Settings\|Continuum Settings]], and paste your Continuum Partner Security Code as the value for token PSG:		* Copy the Security Code value from Continuum PSA Settings window as described above in [[Continuum_Link#Continuum_Settings\|Continuum Settings]], and paste your Continuum Partner Security Code as the value for token PSG:
	PSG=<Your-Continuum-Security-Code>		PSG=<Your-Continuum-Security-Code>
Line 77:		Line 77:
	<br>		<br>

	==Install CommitCRM ~~RMMServer~~ Service==		==Install CommitCRM RMM Server Service==
	After you finish setting up all of the required settings (see [[Continuum_Link#Initialize_Continuum_PSG\|Initialize Continuum PSG]]), you can move on to the next step and install the CommitCRM ~~RMMServer~~ service.		After you finish setting up all of the required settings (see [[Continuum_Link#Initialize_Continuum_PSG\|Initialize Continuum PSG]]), you can move on to the next step and install the CommitCRM RMM Server service.

	The ~~CommitRMMServer~~ runs as a Windows Service on your server.		The 'CommitCRM RMM Server' runs as a Windows Service on your server.

	'''Before you install the CommitCRM ~~RMMServer~~'''		'''Before you install the CommitCRM RMM Server'''
	#Make sure to complete the Setup steps prior to installing the Windows Service.		#Make sure to complete the Setup steps prior to installing the Windows Service.
	#Make sure to allow the CommitCRM ~~RMMServer~~ Service in your DEP settings.		#Make sure to allow the CommitCRM RMM Server Service in your DEP settings.

	This part of the installation should be performed on the server itself.		This part of the installation should be performed on the server itself.
Line 112:		Line 112:
	Managing the links requires downloading the list of Sites and Devices from Continuum. This is done automatically by CommitCRM RMMServer once it is activated(*). Note that the Continuum Integration must NOT be enabled at the CommitCRM side yet at this point; only the service should be activated in order for it to download the Sites and Devices details.		Managing the links requires downloading the list of Sites and Devices from Continuum. This is done automatically by CommitCRM RMMServer once it is activated(*). Note that the Continuum Integration must NOT be enabled at the CommitCRM side yet at this point; only the service should be activated in order for it to download the Sites and Devices details.
	<br><br>		<br><br>
	''(*)Important Note: <br>After the CommitCRM-Continuum Integration has been configured on Continuum Portal, it takes a few hours (up to 24 hours) until the new settings apply on the '''Continuum back-end'''. Note that even if all settings seem correct on Continuum side, you should '''wait a few hours''' until the ~~CommitCRMServer~~ service can connect and download data.''		''(*)Important Note: <br>After the CommitCRM-Continuum Integration has been configured on Continuum Portal, it takes a few hours (up to 24 hours) until the new settings apply on the '''Continuum back-end'''. Note that even if all settings seem correct on Continuum side, you should '''wait a few hours''' until the 'CommitCRM RMM Server' service can connect and download data.''
	<br>		<br>
	<br>		<br>

	Once the settings have been applied at Continuum Portal (which can take a few hours, see note above), and the CommitCRM ~~RMMServer~~ is activated, it tries to connect to Continuum and download the following files:		Once the settings have been applied at Continuum Portal (which can take a few hours, see note above), and the 'CommitCRM RMM Server' is activated, it tries to connect to Continuum and download the following files:

	* <server>\CommitCRM\Dbsys\ZenithSites_RMAZenithINFOTECHID1.cmt		* <server>\CommitCRM\Dbsys\ZenithSites_RMAZenithINFOTECHID1.cmt
Line 148:		Line 148:
	To enable Continuum Integration on CommitCRM's side and start Tickets transfer from Continuum:		To enable Continuum Integration on CommitCRM's side and start Tickets transfer from Continuum:

	# Open <Installation_DIR>\RMM\CmtZenithLink.ini		# Open <Installation_DIR>\CommitCRM\RMM\CmtZenithLink.ini
	# Change the value for ''ProcessContinuumUpdatesQueue'' to Y (by default it's set to N in order to allow user first to perform links between Continuum sites/devices to CommitCRM).		# Change the value for ''ProcessContinuumUpdatesQueue'' to Y (by default it's set to N in order to allow user first to perform links between Continuum sites/devices to CommitCRM).
	# Restart CommitCRM ~~RMMServer~~ Service.		# Restart 'CommitCRM RMM Server' Service.

	==Uninstall CommitCRM RMM Server Service==		==Uninstall CommitCRM RMM Server Service==
Line 164:		Line 164:

	=Two-Ways Ticket Integration=		=Two-Ways Ticket Integration=
	Only after installing the ~~CommitRMMServer~~, linking between Accounts and Sites and enabling the Integration, will the Ticket integration come into action.		Only after installing the 'CommitCRM RMM Server', linking between Accounts and Sites and enabling the Integration, will the Ticket integration come into action.


Line 211:		Line 211:


	When a new Ticket is created in Continuum (by a user or from an Alerts), CommitCRM ~~RMMServer~~ pulls the new ticket details and creates the Ticket in CommitCRM.		When a new Ticket is created in Continuum (by a user or from an Alerts), CommitCRM RMM Server pulls the new ticket details and creates the Ticket in CommitCRM.

	The new Ticket details in CommitCRM include:		The new Ticket details in CommitCRM include:
Line 340:		Line 340:
	Creating the links is done using the ''Continuum Links Manager'' Window via CommitCRM.		Creating the links is done using the ''Continuum Links Manager'' Window via CommitCRM.

	''Note: CommitCRM ~~RMMServer~~ service must first be installed in order for the Continuum Sites and Devices to be downloaded to the CommitCRM server. See more details in [[Continuum_Link#Download_Sites_and_Devices_Files\|Download Sites and Devices Files]].''		''Note: CommitCRM RMM Server service must first be installed in order for the Continuum Sites and Devices to be downloaded to the CommitCRM server. See more details in [[Continuum_Link#Download_Sites_and_Devices_Files\|Download Sites and Devices Files]].''

	==Link Account to Site==		==Link Account to Site==

Dina: /* Install CommitCRM RMMServer Service */

2016-12-14T10:12:21Z

Install CommitCRM RMMServer Service

← Older revision		Revision as of 10:12, 14 December 2016
Line 87:		Line 87:

	This part of the installation should be performed on the server itself.		This part of the installation should be performed on the server itself.

	When logged in to the server with a Window's Administrator account, run the installer from:		When logged in to the server with a Window's Administrator account, run the installer from:

Dina: /* Install CommitCRM RMMServer Service */

2016-12-14T10:11:48Z

Install CommitCRM RMMServer Service

← Older revision		Revision as of 10:11, 14 December 2016
Line 87:		Line 87:

	This part of the installation should be performed on the server itself.		This part of the installation should be performed on the server itself.
	When logged in to the server with a Window's Administrator account, ~~open a command prompt window and enter~~ the ~~following command~~:		When logged in to the server with a Window's Administrator account, run the installer from:

	<Installation_DIR>\RMM\CommitRMMServer.exe -install		<Installation_DIR>\CommitCRM\Utils\Install\InstallServerSideWindowsServices.exe

			OR

			Open a command prompt window and enter the following command:

			<Installation_DIR>\CommitCRM\RMM\CommitRMMServer.exe -install

	''Note: The <Insallation_Dir> must refer to a LOCAL server path (e.g. c:\ or D:\Software, etc.) and NOT to a shared network name/path.''		''Note: The <Insallation_Dir> must refer to a LOCAL server path (e.g. c:\ or D:\Software, etc.) and NOT to a shared network name/path.''

	A Window's service called CommitCRM ~~RMMServer~~ is now displayed in the system services management window (Control Panel > Administration Tools > Services). If the service is not displayed, make sure you are running the command prompt "As Administrator".		A Window's service called '''CommitCRM RMM Server''' is now displayed in the system services management window (Control Panel > Administration Tools > Services). If the service is not displayed, make sure you are running the command prompt "As Administrator".
	<br><br>		<br><br>
	'''Start Service''':<br>		'''Start Service''':<br>

Dina: /* Install CommitCRM RMMServer Service */

2016-02-21T14:31:09Z

Install CommitCRM RMMServer Service

← Older revision		Revision as of 14:31, 21 February 2016
Line 96:		Line 96:
	<br><br>		<br><br>
	'''Start Service''':<br>		'''Start Service''':<br>
	Using the Window's Services Management window start the service (right-click > Start). Make sure that it is set to start automatically with a 'Delayed Start' (Startup type > Automatic Delayed Start) each time the server is restarted.		Using the Window's Services Management window start the service (right-click > Start). Make sure that it is set to start automatically with a ''Delayed Start'' ('''Startup type > Automatic Delayed Start''') each time the server is restarted.

	<br>		<br>

Dina: /* Install CommitCRM RMMServer Service */

2016-02-21T10:13:15Z

Install CommitCRM RMMServer Service

← Older revision		Revision as of 10:13, 21 February 2016
Line 96:		Line 96:
	<br><br>		<br><br>
	'''Start Service''':<br>		'''Start Service''':<br>
	Using the Window's Services Management window start the service (right-click > Start). Make sure that it is set to start automatically (Startup type > Automatic) each time the server is restarted.		Using the Window's Services Management window start the service (right-click > Start). Make sure that it is set to start automatically with a 'Delayed Start' (Startup type > Automatic Delayed Start) each time the server is restarted.

	<br>		<br>

Dina: /* Continuum Settings */

2015-06-17T10:03:48Z

Continuum Settings

← Older revision		Revision as of 10:03, 17 June 2015
Line 35:		Line 35:
	To setup Continuum PSG:		To setup Continuum PSG:

	# Login to the Continuum Portal with Admin account and go to ''~~Setup~~''.		# Login to the Continuum Portal with Admin account and go to ''Admin''.
	# The ITS Portal Setup window is displayed. Click ''PSA integration'' in the left column. <br>[[File:Continuum_link_settings.png]]<br><br>		# The ITS Portal Setup window is displayed. Click ''My Company'' > ''PSA integration'' in the left column. <br>[[File:Continuum_link_settings.png]]<br><br>
	# Click the link “CommitCRM” option.<br>[[File:Continuum link generate code.png]]<br><br>		# Click the link “CommitCRM” option.<br>[[File:Continuum link generate code.png]]<br><br>
	# Copy the Security Code on the screen and click '''Enable'''. This will lock the Code to your account. Use this Code to complete the configuration in CommitCRM. See [[Continuum_Link#CommitCRM_Setup\|CommitCRM Setup]].		# Copy the Security Code on the screen and click '''Enable'''. This will lock the Code to your account. Use this Code to complete the configuration in CommitCRM. See [[Continuum_Link#CommitCRM_Setup\|CommitCRM Setup]].

Sheli: /* Enable Continuum Integration */

2014-12-05T17:03:52Z

Enable Continuum Integration

← Older revision		Revision as of 17:03, 5 December 2014
Line 141:		Line 141:
	To enable Continuum Integration on CommitCRM's side and start Tickets transfer from Continuum:		To enable Continuum Integration on CommitCRM's side and start Tickets transfer from Continuum:

	# Open <Installation_DIR>\RMM\ ~~CMTContinuumLink~~.ini		# Open <Installation_DIR>\RMM\CmtZenithLink.ini
	# Change the value for ''ProcessContinuumUpdatesQueue'' to Y (by default it's set to N in order to allow user first to perform links between Continuum sites/devices to CommitCRM).		# Change the value for ''ProcessContinuumUpdatesQueue'' to Y (by default it's set to N in order to allow user first to perform links between Continuum sites/devices to CommitCRM).
	# Restart CommitCRM RMMServer Service.		# Restart CommitCRM RMMServer Service.