How To
CCH KPI Monitoring: Installation and Configuration (10089948)
CCH KPI Monitoring
The installation and configuration of CCH KPI Monitoring is required for all new customers. The installation and configuration can be carried out online and will require 2 sessions. Both to take place on the same day.
Installation and configuration carried out online will require up to 1 session each.
Note: Version upgrades will be carried out by a member of our installation team online. When upgrading from version 9 to version 10, the upgrade will require 1 session. Upgrades from previous versions will require 2 sessions.
Pre-requisites
The installation will be carried out by a member of our installation team.
They will need remote access to the server allocated for CCH KPI Monitoring and access to the SQL server containing the CCH Central database.
- CCH KPI Monitoring: Automated Debt Chasing Package (10120316)
- This covers Amending standard alerts, Creating bespoke alerts, Process consultancy & helping with idea generation for alert creation
- CCH KPI Monitoring: Client Service Package (10120317)
- This covers Amending standard alerts, Creating bespoke alerts, Process consultancy & helping with idea generation for alert creation
- CCH KPI Monitoring: Company House API Sync Package (10120318)
- This covers Amending standard alerts, Creating bespoke alerts, Process consultancy & helping with idea generation for alert creation
- CCH KPI Monitoring: Server Name Change (10085094)
- The server name change is an online service in 1 session. It will be carried out by a member of our installation team.
- CCH KPI Monitoring: Version Upgrades (10085092)
- The version upgrade will be carried out by a member of our installation team and will be online. When upgrading from version 9 to version 10, the upgrade will require up to 1 session Upgrades from previous versions will require 2 sessions.
- CCH KPI Monitoring: Consultancy (10089949/10089950)
- This covers Amending standard alerts, Creating bespoke alerts, Process consultancy & helping with idea generation for alert creation
Related documents
KPI Monitoring: Terms and Conditions
KPI Monitoring: Terms and Conditions
CCH KPI Monitoring Upgrade v10.6.4
This document is a guide for IT professionals on upgrading an existing installation of the KPI Monitoring software to the latest version (10.6.4). It outlines the necessary preparations, including checking the current version and backing up databases. The update process includes steps such as downloading the installer, running setup, and confirming the upgrade. It emphasizes the requirement for full administration rights and advises clearing the browser cache post-installation. Users must also obtain a password from support to access the installer. The guide ensures a systematic update and verification of the new version's installation.
What is CCH KPI Monitoring?
CCH KPI Monitoring is a Business Activity Monitoring software designed for accountants, automating redundant tasks and providing real-time business insights. It helps improve efficiency, minimize risks, and enhances decision-making by monitoring systems 24/7 and delivering customizable alerts for crucial business metrics. New features in version 10 include advanced alerting systems and reporting capabilities. The software allows firms to focus on growth by managing client-related information seamlessly. Additionally, case studies and an ROI calculator are available to demonstrate its effectiveness and potential benefits.
CCH KPI Monitoring : Administration
The KPI Monitoring Administration document details the functionalities of the KPI Monitoring Administration Module, which enables user access control, alert configurations, SQL Server reporting setup, integration with Exact Synergy, and holiday scheduling. It outlines the roles and user management system, including permissions for creating events and managing data access. The document also explains email, SMS, and report configurations, along with application settings for system diagnostics. Additionally, it covers linked servers for database connections, automated cleanup tasks, and provides guidelines for troubleshooting and technical support resources.
CCH KPI Monitoring: Generating and Delivering Reports, Forms and Documents
The document outlines the features and processes for generating and delivering reports, forms, and documents using KPI Monitoring. It details the capabilities of producing scheduled and triggered reports from Crystal Reports and SSRS without requiring installations on the monitoring server. Key points include the setup of report parameters, which types of data sources are compatible, guidelines for report generation and delivery, and methods for email and FTP distribution. It emphasizes the importance of designing triggers for data conditions and highlights the report creation process with examples, ensuring effective automation in business reporting.