ConvergeOne Hosting - Revision history

Jspenceratty: /* Getting help with ConvergeOne-hosted issues */

2021-06-22T16:30:24Z

Getting help with ConvergeOne-hosted issues

← Older revision		Revision as of 16:30, 22 June 2021
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	The web-based system does not require a direct logon through the portal. Rather, you will direct your Internet browser to your organization-specific URL. User credentials are verified, staff #, password, and email is used to provide two-factor authentication. Once verified and authenticated, the web-based Prime starts.		The web-based system does not require a direct logon through the portal. Rather, you will direct your Internet browser to your organization-specific URL. User credentials are verified, staff #, password, and email is used to provide two-factor authentication. Once verified and authenticated, the web-based Prime starts.

	=[[Getting help with ConvergeOne-hosted issues]]=		=[[Getting help with Venture-hosted issues \| Getting help with ConvergeOne-hosted issues]]=

	=Understanding Document Tracking from within ConvergeOne=		=Understanding Document Tracking from within ConvergeOne=

Jspenceratty at 16:29, 22 June 2021

2021-06-22T16:29:45Z

← Older revision		Revision as of 16:29, 22 June 2021
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	* High service levels -- redundant power, connections, and equipment help guarantee your Prime system is up and running		* High service levels -- redundant power, connections, and equipment help guarantee your Prime system is up and running
	* Dedicated 24/7 staff -- call ~~Venture~~ at any time, day or night, weekday or weekend, and get a support technician		* Dedicated 24/7 staff -- call ConvergeOne at any time, day or night, weekday or weekend, and get a support technician
	* System maintenance and upgrades -- don't worry about having to replace hardware or software; all that is done for you		* System maintenance and upgrades -- don't worry about having to replace hardware or software; all that is done for you
	* Backups -- daily backups ensure data will not be lost in the event of deletion by a user		* Backups -- daily backups ensure data will not be lost in the event of deletion by a user
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	* Secure access -- data is encrypted before it travels over the Internet		* Secure access -- data is encrypted before it travels over the Internet

	Keep in mind that ~~Venture~~ is providing the servers, operating systems, and software necessary to run Prime. Generally, that means that your local systems are doing very little, other than displaying what is happening on those remote servers. The ~~Venture~~ systems run Prime and send the visual information back to your local computer for display there. Your local computer then sends mouse and keyboard input to ~~Venture~~. The ~~Venture~~ systems take that information and interact with the programs, displaying the new information to you.		Keep in mind that ConvergeOne is providing the servers, operating systems, and software necessary to run Prime. Generally, that means that your local systems are doing very little, other than displaying what is happening on those remote servers. The ConvergeOne systems run Prime and send the visual information back to your local computer for display there. Your local computer then sends mouse and keyboard input to ConvergeOne. The ConvergeOne systems take that information and interact with the programs, displaying the new information to you.

	=Necessary System Requirements=		=Necessary System Requirements=
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	=Access-based Operation=		=Access-based Operation=
	==Web Portal==		==Web Portal==
	The web portal (https://portal.kempscaseworks.com) is the standard interface for logging in to the ~~Venture~~ system, as well as running the various programs available to users. Only those programs that have been approved for a user are displayed. [For users of non-Microsoft operating systems, your portal may appear in the Microsoft Remote Desktop application.] That portal, and the programs that may be available, looks like this:		The web portal (https://portal.kempscaseworks.com) is the standard interface for logging in to the ConvergeOne system, as well as running the various programs available to users. Only those programs that have been approved for a user are displayed. [For users of non-Microsoft operating systems, your portal may appear in the Microsoft Remote Desktop application.] That portal, and the programs that may be available, looks like this:

	[[File:Portal.png\|400px]]		[[File:Portal.png\|400px]]
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	===Kemp's Prime Admin===		===Kemp's Prime Admin===
	[[File:Kemp's Prime Admin.png]]		[[File:Kemp's Prime Admin.png]]
	Opening the "Kemp's Prime Admin" program will run the master copy of Prime. The master (main) copy of the front end (user interface) is also called the 'Admin' (administrative) copy. The admin copy can only be opened by an administrative users within ~~Venture~~. An administrative user has special rights above regular users. The admin copy is run with the full version of Access, allowing an administrator to run and modify the admin copy, including adding new forms, reports, queries, or code.		Opening the "Kemp's Prime Admin" program will run the master copy of Prime. The master (main) copy of the front end (user interface) is also called the 'Admin' (administrative) copy. The admin copy can only be opened by an administrative users within ConvergeOne. An administrative user has special rights above regular users. The admin copy is run with the full version of Access, allowing an administrator to run and modify the admin copy, including adding new forms, reports, queries, or code.

	===Push Admin Changes===		===Push Admin Changes===
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	====Inactive Users====		====Inactive Users====
	If a user is not active (not logged on to ~~Venture~~ and not running Prime), the new admin copy is used the next time they start Prime, and they will see the changes then.		If a user is not active (not logged on to ConvergeOne and not running Prime), the new admin copy is used the next time they start Prime, and they will see the changes then.


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	The web-based system does not require a direct logon through the portal. Rather, you will direct your Internet browser to your organization-specific URL. User credentials are verified, staff #, password, and email is used to provide two-factor authentication. Once verified and authenticated, the web-based Prime starts.		The web-based system does not require a direct logon through the portal. Rather, you will direct your Internet browser to your organization-specific URL. User credentials are verified, staff #, password, and email is used to provide two-factor authentication. Once verified and authenticated, the web-based Prime starts.

	=[[Getting help with ~~Venture~~-hosted issues]]=		=[[Getting help with ConvergeOne-hosted issues]]=

	=Understanding Document Tracking from within ~~Venture~~=		=Understanding Document Tracking from within ConvergeOne=
	For safety purposes, programs on ~~Venture~~ run in a “sandboxed” environment—-meaning they are cut off from and separate from your own systems. You are limited, in a default setup, to merely viewing Prime as it runs on ~~Venture~~. You can allow access to your local hard drives by having ~~Venture~~ enable “drive mapping.” With drive mapping, you will be able to see your local drives (such as the C: drive) from Prime within ~~Venture~~. Typically, it would be shown in ~~Venture~~ as something like “C: on <your computer’s name>”. You can then select local files from that drive to be copied to ~~Venture~~ and put in Document Tracking.		For safety purposes, programs on ConvergeOne run in a “sandboxed” environment—-meaning they are cut off from and separate from your own systems. You are limited, in a default setup, to merely viewing Prime as it runs on ConvergeOne. You can allow access to your local hard drives by having ConvergeOne enable “drive mapping.” With drive mapping, you will be able to see your local drives (such as the C: drive) from Prime within ConvergeOne. Typically, it would be shown in ConvergeOne as something like “C: on <your computer’s name>”. You can then select local files from that drive to be copied to ConvergeOne and put in Document Tracking.

	=Opening Documents in Document Tracking=		=Opening Documents in Document Tracking=
	Unless you subscribe to the full Office suite (Word, Excel, Powerpoint) within ~~Venture~~, when you open a document in standard Prime, it will be opened within the ~~Venture~~ system. For cost and compatibility purposes, we use a free office suite called OpenOffice. It has programs that can open most of the Microsoft office types of files for viewing, as well as other file types such as WordPerfect.		Unless you subscribe to the full Office suite (Word, Excel, Powerpoint) within ConvergeOne, when you open a document in standard Prime, it will be opened within the ConvergeOne system. For cost and compatibility purposes, we use a free office suite called OpenOffice. It has programs that can open most of the Microsoft office types of files for viewing, as well as other file types such as WordPerfect.

Jspenceratty: Jspenceratty moved page Venture Hosting to ConvergeOne Hosting without leaving a redirect

2021-06-22T16:27:43Z

Jspenceratty moved page Venture Hosting to ConvergeOne Hosting without leaving a redirect

← Older revision	Revision as of 16:27, 22 June 2021
(No difference)

Jspenceratty: /* Access-based Version */

2020-09-15T14:32:31Z

Access-based Version

← Older revision		Revision as of 14:32, 15 September 2020
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	The system requirements to use the hosted version of Prime are minimal, both in terms of the software and hardware required.		The system requirements to use the hosted version of Prime are minimal, both in terms of the software and hardware required.
	==Access-based Version==		==Access-based Version==
	For the Access-based version, you need Microsoft's Remote Desktop Client. This program comes in all current versions of Windows Operating Systems. It is also available for several other operating systems including MacOS, iOS, and Android. Just about any device running one of these operating systems can access the hosted, Access-based version.		For the Access-based version, you need Microsoft's Remote Desktop Client. This program comes in all current versions of Windows Operating Systems. It is also available for several other operating systems including MacOS, iOS, and Android. Just about any device running one of these operating systems can access the hosted, Access-based version.

			===MAC Setup===
			Microsoft provides the "Microsoft Remote Desktop" app that you can use to connect to Prime. You simply download it from the Apple App Store and then connect using the web portal (https://portal.kempscaseworks.com) or you can avoid that and set up a “workspace” in the app and see the available applications (including Prime).

			To set up a "workspace" on a Mac, download the Microsoft Remote Desktop app from the App Store. Once installed, open the Microsoft Remote Desktop app and click on the + sign and choose Workspace. In the Add Workspace box, enter the portal web address: https://portal.kempscaseworks.com

			It will probably show a workspace URL something like the one included here, just with RDWEB and some other stuff in it. Choose whether you want it to prompt for user account information or whether you want to put that in the app. (I would suggest having it ask when required for security purposes.) Click Add. It will prompt for your username and password (that would be the same one you would use on the web portal). Then you should see the same icons that you would see on the web portal. Click on them to start the various programs.

			===Windows Setup===
			Within a windows operating system (e.g., Windows 10), you can use the web portal directly. Using Internet Explorer will help avoid a second username/password prompt. For an alternative, like a "workspace" on a MAC, see this: https://www.kempscaseworks.com/helplinks/Announcements/Easy%20Application%20Startup.pdf

	==Web-based Version==		==Web-based Version==
	The web-based version is only available within the hosted environment. Because it is purely web-based, almost any standard web browser on any operating system will suffice.		The web-based version is only available within the hosted environment. Because it is purely web-based, almost any standard web browser on any operating system will suffice.

Jspenceratty: /* Understanding Document Tracking from within Venture */

2019-02-19T19:25:22Z

Understanding Document Tracking from within Venture

← Older revision		Revision as of 19:25, 19 February 2019
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	=Understanding Document Tracking from within Venture=		=Understanding Document Tracking from within Venture=
	For safety purposes, programs on Venture run in a “sandboxed” environment—-meaning they are cut off from and separate from your own systems. You are limited, in a default setup, to merely viewing Prime as it runs on Venture. You can allow access to your local hard drives by having Venture enable “drive mapping.” With drive mapping, you will be able to see your local drives (such as the C: drive) from within Venture. Typically, it would be shown in Venture as something like “C: on <your computer’s name>”. You can then select local files from that drive to be copied to Venture and put in Document Tracking.		For safety purposes, programs on Venture run in a “sandboxed” environment—-meaning they are cut off from and separate from your own systems. You are limited, in a default setup, to merely viewing Prime as it runs on Venture. You can allow access to your local hard drives by having Venture enable “drive mapping.” With drive mapping, you will be able to see your local drives (such as the C: drive) from Prime within Venture. Typically, it would be shown in Venture as something like “C: on <your computer’s name>”. You can then select local files from that drive to be copied to Venture and put in Document Tracking.

	=Opening Documents in Document Tracking=		=Opening Documents in Document Tracking=
	Unless you subscribe to the full Office suite (Word, Excel, Powerpoint) within Venture, when you open a document in standard Prime, it will be opened within the Venture system. For cost and compatibility purposes, we use a free office suite called OpenOffice. It has programs that can open most of the Microsoft office types of files for viewing, as well as other file types such as WordPerfect.		Unless you subscribe to the full Office suite (Word, Excel, Powerpoint) within Venture, when you open a document in standard Prime, it will be opened within the Venture system. For cost and compatibility purposes, we use a free office suite called OpenOffice. It has programs that can open most of the Microsoft office types of files for viewing, as well as other file types such as WordPerfect.

Jspenceratty at 19:24, 19 February 2019

2019-02-19T19:24:27Z

← Older revision		Revision as of 19:24, 19 February 2019
Line 51:		Line 51:
	=Understanding Document Tracking from within Venture=		=Understanding Document Tracking from within Venture=
	For safety purposes, programs on Venture run in a “sandboxed” environment—-meaning they are cut off from and separate from your own systems. You are limited, in a default setup, to merely viewing Prime as it runs on Venture. You can allow access to your local hard drives by having Venture enable “drive mapping.” With drive mapping, you will be able to see your local drives (such as the C: drive) from within Venture. Typically, it would be shown in Venture as something like “C: on <your computer’s name>”. You can then select local files from that drive to be copied to Venture and put in Document Tracking.		For safety purposes, programs on Venture run in a “sandboxed” environment—-meaning they are cut off from and separate from your own systems. You are limited, in a default setup, to merely viewing Prime as it runs on Venture. You can allow access to your local hard drives by having Venture enable “drive mapping.” With drive mapping, you will be able to see your local drives (such as the C: drive) from within Venture. Typically, it would be shown in Venture as something like “C: on <your computer’s name>”. You can then select local files from that drive to be copied to Venture and put in Document Tracking.


	=Opening Documents in Document Tracking=		=Opening Documents in Document Tracking=
	Unless you subscribe to the full Office suite (Word, Excel, Powerpoint) within Venture, when you open a document in standard Prime, it will be opened within the Venture system. For cost and compatibility purposes, we use a free office suite called OpenOffice. It has programs that can open most of the Microsoft office types of files for viewing, as well as other file types such as WordPerfect.		Unless you subscribe to the full Office suite (Word, Excel, Powerpoint) within Venture, when you open a document in standard Prime, it will be opened within the Venture system. For cost and compatibility purposes, we use a free office suite called OpenOffice. It has programs that can open most of the Microsoft office types of files for viewing, as well as other file types such as WordPerfect.

Jspenceratty: /* Understanding Document Tracking from within Venture */

2019-02-19T19:21:02Z

Understanding Document Tracking from within Venture

← Older revision		Revision as of 19:21, 19 February 2019
Line 51:		Line 51:
	=Understanding Document Tracking from within Venture=		=Understanding Document Tracking from within Venture=
	For safety purposes, programs on Venture run in a “sandboxed” environment—-meaning they are cut off from and separate from your own systems. You are limited, in a default setup, to merely viewing Prime as it runs on Venture. You can allow access to your local hard drives by having Venture enable “drive mapping.” With drive mapping, you will be able to see your local drives (such as the C: drive) from within Venture. Typically, it would be shown in Venture as something like “C: on <your computer’s name>”. You can then select local files from that drive to be copied to Venture and put in Document Tracking.		For safety purposes, programs on Venture run in a “sandboxed” environment—-meaning they are cut off from and separate from your own systems. You are limited, in a default setup, to merely viewing Prime as it runs on Venture. You can allow access to your local hard drives by having Venture enable “drive mapping.” With drive mapping, you will be able to see your local drives (such as the C: drive) from within Venture. Typically, it would be shown in Venture as something like “C: on <your computer’s name>”. You can then select local files from that drive to be copied to Venture and put in Document Tracking.


			=Opening Documents in Document Tracking=
			Unless you subscribe to the full Office suite (Word, Excel, Powerpoint) within Venture, when you open a document in standard Prime, it will be opened within the Venture system. For cost and compatibility purposes, we use a free office suite called OpenOffice. It has programs that can open most of the Microsoft office types of files for viewing, as well as other file types such as WordPerfect.

Jspenceratty: /* Understanding Document Tracking from within Venture */

2019-02-19T18:34:41Z

Understanding Document Tracking from within Venture

← Older revision		Revision as of 18:34, 19 February 2019
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	=Understanding Document Tracking from within Venture=		=Understanding Document Tracking from within Venture=
	~~Keep~~ in ~~mind that the Venture system is~~ a separate ~~and independent system~~ from your own. ~~If you~~ are ~~using the standard version of Prime (using Microsoft access)~~, ~~your primary interaction with Venture is limited: you are~~ merely ~~interacting with a program (~~Prime) on ~~another computer system and seeing what is happening to it remotely~~.		For safety purposes, programs on Venture run in a “sandboxed” environment—-meaning they are cut off from and separate from your own systems. You are limited, in a default setup, to merely viewing Prime as it runs on Venture. You can allow access to your local hard drives by having Venture enable “drive mapping.” With drive mapping, you will be able to see your local drives (such as the C: drive) from within Venture. Typically, it would be shown in Venture as something like “C: on <your computer’s name>”. You can then select local files from that drive to be copied to Venture and put in Document Tracking.

	~~For you~~ to ~~use Document Tracking within the standard version of Prime, you must have drive mapping enabled~~ by Venture. ~~There is an additional charge for this per user. Drive~~ mapping ~~increases your access to the system. From within Venture, when using Prime~~, you will be able to see ~~and access~~ your local ~~hard~~ drives.

Jspenceratty at 18:00, 19 February 2019

2019-02-19T18:00:42Z

← Older revision		Revision as of 18:00, 19 February 2019
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	=[[Getting help with Venture-hosted issues]]=		=[[Getting help with Venture-hosted issues]]=

			=Understanding Document Tracking from within Venture=
			Keep in mind that the Venture system is a separate and independent system from your own. If you are using the standard version of Prime (using Microsoft access), your primary interaction with Venture is limited: you are merely interacting with a program (Prime) on another computer system and seeing what is happening to it remotely.

			For you to use Document Tracking within the standard version of Prime, you must have drive mapping enabled by Venture. There is an additional charge for this per user. Drive mapping increases your access to the system. From within Venture, when using Prime, you will be able to see and access your local hard drives.

Jspenceratty at 22:12, 27 November 2017

2017-11-27T22:12:14Z

← Older revision		Revision as of 22:12, 27 November 2017
Line 47:		Line 47:
	The web-based system does not require a direct logon through the portal. Rather, you will direct your Internet browser to your organization-specific URL. User credentials are verified, staff #, password, and email is used to provide two-factor authentication. Once verified and authenticated, the web-based Prime starts.		The web-based system does not require a direct logon through the portal. Rather, you will direct your Internet browser to your organization-specific URL. User credentials are verified, staff #, password, and email is used to provide two-factor authentication. Once verified and authenticated, the web-based Prime starts.

	[[Getting help with Venture-hosted issues]]		=[[Getting help with Venture-hosted issues]]=