System Administration
Configure the set up to monitor how well the organisation maintains clear documentation and robust administrative processes to ensure KPI monitoring tools are accurate, secure, and consistently managed.
Last update: CCH KPI Monitoring
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
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.
CCH KPI Monitoring
CCH KPI Monitoring : Event Designing
This document provides a comprehensive overview of event designing and management within the KPI Monitoring system. It explains the function of events, including their triggers, schedules, alerts, and deliverables such as reports, forms, and workflow actions. Triggers can be based on various conditions, and the document elaborates on how to configure them effectively. It details the delivery methods for alerts and the processes for monitoring event statuses as well as troubleshooting common issues. Advanced features like job streams and grouping messages are also discussed, providing users with the tools necessary for effective event configuration and management.
CCH KPI Monitoring
CCH KPI Monitoring: Server Name Change (10085094)
This document outlines the procedure for changing the server name during the relocation of a CCH KPI Monitoring installation. It highlights that the process requires a software reinstallation and is conducted as an online service, taking one session with a member of the installation team. Key prerequisites include ensuring remote access to both the source and target servers, verifying access to the source server, backing up the existing installation, and preparing the target server for the new installation.
CCH KPI Monitoring
CCH KPI Monitoring: Generating and Delivering Charts
The document outlines the process of generating and delivering charts within a KPI Monitoring system. It describes how charts utilize unique queries to present data, emphasizing the importance of parameterized queries for customization. Charts can be scheduled or triggered by events, with clear guidelines on query structure, design, and delivery methods, including email and web posting. The document also details how to create charts, select parameters, and link them to events, highlighting the significance of date-sensitive charts for performance analysis over time.
CCH KPI Monitoring
CCH KPI Monitoring: Version Upgrades (10085092)
The document outlines the process for upgrading from CCH KPI Monitoring version 9 to version 10, indicating that it requires one online session, while upgrades from earlier versions necessitate two sessions. It states that current alerts will be migrated to the new version during the upgrade. Additionally, the consultant requires remote access to the CCH KPI Monitoring server to facilitate the upgrade.
CCH KPI Monitoring
CCH KPI Monitoring: Installation and Configuration (10089948)
The document outlines the installation and configuration process for CCH KPI Monitoring, mandatory for new customers and conducted online across two sessions on the same day. It specifies that version upgrades from 9 to 10 require one session, while earlier versions need two. An installation team member needs remote access to both the designated server and the SQL database. Additionally, various online services related to alert management and server name changes are available, all provided by the installation team. Relevant system requirements are also linked.
CCH KPI Monitoring
CCH KPI Monitoring: Email Response System (ERS)
The Email Response System (ERS) facilitates KPI Monitoring by automating the management of incoming emails, allowing for various actions based on specific criteria, such as re-routing messages, auto-responses, and database updates. ERS is designed to monitor emails from multiple sources, including web forms, and integrates with a supported set of email systems. Key features include message parsing, attachment handling, and the ability to create alerts and perform actions linked to customer records. The document outlines the configuration steps for connecting ERS to a SQL Server database and defines various functionalities and querying capabilities of the system.
CCH KPI Monitoring
CCH KPI Monitoring: Automated Debt Chasing Package (10120316)
This document outlines a solution to enhance debt management through automated reminders and task creation using CCH KPI Monitoring combined with CCH Practice Management. It details features such as customizable payment reminders, automatic task allocation for overdue debts, and the ability to track a client's debt history comprehensively. Additionally, it mentions options for postal reminders and the requirement for certain modules and extra fields for optimal functionality. The document also describes the service delivery process, including a discovery call and a testing phase before implementation.
CCH KPI Monitoring
CCH KPI Monitoring: Company House API Sync Package (10120318)
The document outlines the capabilities of KPI Monitoring v10, which integrates with Companies House public data to enhance compliance monitoring for organizations. It features continuous data updates every 12 hours, customizable alerts for various company-related events, and enhanced reporting options compatible with tools like Power BI and Excel. The service delivery includes two consultancy sessions for setup and configuration. A prerequisite for using the solution is having KPI Monitoring version 10.6.2 or higher with the Workflow Module. Remote access to the necessary SQL Server is required for implementation.
CCH KPI Monitoring
CCH KPI Monitoring: Consultancy (10089949/10089950)
This document outlines a practical and interactive consultancy focused on CCH KPI Monitoring for practices. Key offerings include customizing standard alerts, training participants on creating and amending alerts, and providing process consultancy. The consultancy is session-based, typically lasting up to three hours, allowing for the creation of approximately five alerts per session. It targets attendees with a solid understanding of the practices and CCH KPI Monitoring, requiring SQL knowledge for those creating their own alerts. Participants will learn to effectively use the features within CCH KPI Monitoring.
CCH KPI Monitoring
CCH KPI Monitoring: Client Service Package (10120317)
The document outlines a KPI Monitoring package designed to track workflow and alert both clients and internal contacts about key process stages. Key features include automated reminders for clients to submit information and approve work, tax liability notifications, and internal alerts for managers on job status and milestones. The service involves three implementation sessions, with the final one focused on refining the solution based on feedback. Access to the SQL Server hosting the software is required.
CCH KPI Monitoring
CCH KPI Monitoring : Monitoring Events
The document describes the KPI Monitoring Monitor, a tool for tracking the status of application servers, scheduled events, alerts, report deliveries, and workflow actions. It includes a "WatchDog EventPak" for self-monitoring errors and alerts. The Monitor interface displays server statuses, user logins, pending events, and application errors. Various sections allow users to manage email, SMS, report deliveries, and workflow actions, detailing their statuses, deliveries, and errors. The document also outlines procedures for handling errors and optimizing server performance based on user permissions.
CCH KPI Monitoring
CCH KPI Monitoring : Configuration
This document provides a comprehensive installation and setup guide for CCH KPI Monitoring (Version 10.51 and later). It includes instructions for new installations or upgrades, the logging process into the KPI Monitoring Portal, and details on installing pre-configured EventPaks. Additionally, it covers connecting to application databases, configuring email sending accounts, and setting up alert subscribers. Users can also learn through a sample application. The guide emphasizes various connectivity methods, initial setup steps, and ways to monitor application data effectively, ensuring users can customize KPI Monitoring to fit their organizational needs.
CCH KPI Monitoring
CCH KPI Monitoring - Version 10 System Requirements
This document outlines the system requirements and supported platforms for the KnowledgeSync Server. It specifies the necessary operating systems (Windows Server and Workstation), web and database servers (IIS and Microsoft SQL Server), and web browsers for accessing KnowledgeSync. Additionally, it details the prerequisites for IIS components needed for the web application and highlights the importance of having the correct version of Crystal Reports Runtime for report generation. It also mentions the use of WinWrap as the scripting engine for KnowledgeSync V10.