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Knowledgesync V10 User Manual: 3.6 Services

This document provides instructions for configuring user permissions in the KnowledgeSync V10 system. It describes the different types of subscribers that can be configured, including individual people, groups, and locations for file delivery. It also explains how to configure user access to data, events, connections, services like email/SMS settings, and reporting services.

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185 views3 pages

Knowledgesync V10 User Manual: 3.6 Services

This document provides instructions for configuring user permissions in the KnowledgeSync V10 system. It describes the different types of subscribers that can be configured, including individual people, groups, and locations for file delivery. It also explains how to configure user access to data, events, connections, services like email/SMS settings, and reporting services.

Uploaded by

pmaldonato
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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KnowledgeSync V10 User Manual

 Subscribers may be individual people, groups of people, and “computers” – locations to which reports and files
may be FTP’d.
 The subscribers referred to here are “standard” subscribers; i.e., people or groups who may be selected from a
list. An event may also deliver alerts to “advanced” subscribers; these are people whom are associated with the
triggered condition (such as “the customer” or “the salesperson assigned to that customer”.
 If you wish to allow a user to configure as well as select (within events) all subscribers, click in the checkbox next
to “All Subscribers”. Otherwise, place a checkmark next to only those subscribers whose data and events you wish
the current user to be able to access
3.5.5 Users: Connections
This tab shows a list of all the “connection” records (.NET data providers and ODBC and OLE/DB data sources currently
configured within KnowledgeSync). If you wish to allow a user access to all of the “connection” records, click in the
checkbox next to “All Connections”. Otherwise, place a checkmark next to only those connections whose configurations
you wish the current user to be able to access and modify.
3.6 Services
The “Services” option lets you specify the following:
 The email accounts that KnowledgeSync will send alerts from.
 The webcast (web dashboard) locations to which the dashboards will be published (as well as the templates for
the dashboards’ appearance).
 The location of your SQL Server Reporting Services (SSRS) (if you will be using KnowledgeSync to generate and
deliver SSRS reports).
 The SMS text messaging provider, account and authentication details for sending text message alerts.
 The holidays for your organization (so you can control whether KnowledgeSync events will be run on a holiday).
 General KS application settings, such as for diagnostic logs and file backups.
3.7 Email Accounts
The option for Email Accounts lets you define one or more accounts from which KnowledgeSync will send email alerts.
Multiple email accounts allow you to tailor the “send from” address, such as from different companies or different
departments within the same company. To create an email account, follow these steps:
 Under “Services”, click on “Email Accounts”. If one or more accounts are already defined, you can choose to edit
one. Otherwise, click on the “Add” button and you’ll see a window like the following:

KNOWLEDGESYNC EMAIL ACCOUNT SETUP WINDOW

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KnowledgeSync V10 User Manual

There are five options for Automatic Email Setup:


1) Gmail
2) Hotmail
3) Yahoo mail
4) Exchange (non-hosted)
5) Outlook 365 (hosted Exchange)
 If you will be using one of these methods, please click on the corresponding button at the bottom of the email
setup window. Doing so will auto-fill the settings for these email systems. All that is needed is the login
(username), password, and the SMTP Send from Name. Please do not change any other values.
Please refer to the following Microsoft Article for further information on Outlook 365 account settings:
http://office.microsoft.com/en-ca/outlook-help/settings-for-pop-and-imap-access-for-office-365-for-business-or-
microsoft-exchange-accounts-HA102908389.aspx
In the following example the Outlook 365 option was chosen. You can see the fields that require information
input as they contain the word “your”, (i.e. youraccountname, yourserver.outlook.com).

OUTLOOK 365 EMAIL ACCOUNT SETUP

The following is a description of the email account configuration fields:


o Email Type: Select from Exchange, Internet, MAPI, or VIM. We recommend INTERNET.
o Account Description: This value defaults based on which button at the bottom of the email setup window
was selected. Do not modify this value unless instructed by KnowledgeSync Support personnel.
o Login Name: Fill in this value based on the default format that appears.
o Password: The email password for this user.
o Active: Whether this account is currently available for sending email (you can configure an account
without enabling it for immediate use).
o TLS: Whether TLS authentication and encryption is enabled for this account.
o Authentication Methods: Select from SSL, LOGIN, NTLM, MSN, CRAM-MD5 and AUTO.
o Outgoing mail SMTP Server Name: The server that will be used when sending email notifications via the
INTERNET method.

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KnowledgeSync V10 User Manual
o SMTP From Name: The name that will appear as the "sender" of the e-mail alert message. It is required
when using type INTERNET and it MUST be a valid email address with a valid domain name. For example,
a valid from name will look like the following: Technical Support Department [email protected]
o SMTP Port: The port that will be used to accommodate firewall security software. Leave this field blank
unless a default value appears.
o Incoming Mail Server Name: The name of the server if KnowledgeSync will be used to monitor inbound
email accounts (see Email Response System).
o IMAP Port: The port that will be used to accommodate firewall security software. Leave this field blank
unless a default value appears.
Please note that the ability to send HTML-formatted email works only with email type INTERNET.
3.7.1 Email Response System Options (Incoming)
This option refers to the ability for KnowledgeSync to monitor and respond to the content of incoming email messages,
such as messages that are sent to an organization’s generic email accounts – e.g., [email protected],
[email protected], et cetera.
The configuration and use of the Email Response System (ERS) is covered in a separate chapter of this manual – please
refer to that chapter for details.
3.7.2 Webcast (Dashboard Alert) Locations
This option refers to the ability for KnowledgeSync to send alerts to dynamically published and updated web (HTML)
pages. (E.g., a person in accounting might want a dynamic web page that shows all invoices due this week, while someone
in shipping might want a dynamic web page that shows a list of all orders due to ship today.)
Please refer to the chapter titled “Dashboard Alerts (Webcasting)” for complete details on the configuration and use of
this module.
3.7.3 SSRS Locations
KnowledgeSync triggers, generates, and delivers reports – either on a “scheduled” basis (e.g., an hourly stock status
report), or on a “triggered” basis (e.g., an A/R report that’s generated only when a client exceeds their credit limit.). You
may use either Crystal Reports or MS SQL Server Reporting Services (SSRS) with KnowledgeSync to generate and deliver
your reports.
For only SSRS reports, you need to specify some initial configuration details. Expand the “Admin” module and under
“Services”, click on “SSRS Locations.” When you add or update an SSRS location, the following window will appear:

SQL SERVER REPORTING SERVICES (SSRS) SETUP

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