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V10 User Manual

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V10 User Manual V10 User Manual Contents 1 Configuration ................................................................................................................................................................... 5 Installation ............................................................................................................................................................... 5 Welcome to KnowledgeSync! .................................................................................................................................. 5 Log into the KnowledgeSync Portal ......................................................................................................................... 5 Install EventPak(s) ................................................................................................................................................... 6 Using KnowledgeSync to Monitor Application Data ................................................................................................ 6 Initial Set-Up ............................................................................................................................................................ 8 2 Administration ............................................................................................................................................................... 16 KnowledgeSync Administration ............................................................................................................................. 16 The Administrator: Logging In ............................................................................................................................... 16 User Accounts: Roles & Users ............................................................................................................................... 16 Roles ...................................................................................................................................................................... 17 Users ...................................................................................................................................................................... 18 Services.................................................................................................................................................................. 20 Email Accounts ...................................................................................................................................................... 21 Webcast (Dashboard Alert) Locations ................................................................................................................... 24 SSRS Locations ....................................................................................................................................................... 24 SMS Accounts and Twilio Integration .................................................................................................................... 25 Exact Synergy Integration ...................................................................................................................................... 25 Holiday Schedule ................................................................................................................................................... 26 Application Settings ............................................................................................................................................... 27 Linked Servers ....................................................................................................................................................... 30 The KnowledgeSync On-Line Knowledgebase ....................................................................................................... 30 Contacting KnowledgeSync Technical Support ...................................................................................................... 31 3 Query Designing ............................................................................................................................................................ 32 Query Designing .................................................................................................................................................... 32 One Query in Multiple Events ............................................................................................................................... 32 Preparation ............................................................................................................................................................ 33 Design Basics ......................................................................................................................................................... 34 Before You Design a Query . .............................................................................................................................. 35 Add/Edit a Query ................................................................................................................................................... 35 Saving a Query ....................................................................................................................................................... 60 Copying a Query .................................................................................................................................................... 60 Deleting a Query .................................................................................................................................................... 60 V2020-10-08 a For Customer Use KnowledgeSync is an ECI Software Solutions, Inc. technology. 1 V10 User Manual Locating a Specific Query ...................................................................................................................................... 60 Aggregate Queries ................................................................................................................................................. 60 Linked Queries ....................................................................................................................................................... 65 Database Triggers .................................................................................................................................................. 67 4 Subscriber Maintenance ................................................................................................................................................ 69 Event Subscribers .................................................................................................................................................. 69 Who Can Be a Subscriber?..................................................................................................................................... 69 How Are Subscribers Categorized? ........................................................................................................................ 69 Standard versus Advanced Subscribers ................................................................................................................. 70 Alert Methods & Addresses ................................................................................................................................... 70 Subscriber Entry Methods: Overview .................................................................................................................... 70 Preparation ............................................................................................................................................................ 70 Subscriber Maintenance ........................................................................................................................................ 71 Importing / Linking Subscribers ............................................................................................................................. 74 Intelligent Subscriber Groups ................................................................................................................................ 77 5 Event Designing ............................................................................................................................................................. 78 How an Event Works ............................................................................................................................................. 78 Event Triggers ........................................................................................................................................................ 78 Event Alerts ........................................................................................................................................................... 78 Event Files, Forms, Reports, & Charts.................................................................................................................... 78 Event Actions (Workflow) ...................................................................................................................................... 78 Event Subscribers .................................................................................................................................................. 79 Event Schedule ...................................................................................................................................................... 79 “Checked” Vs. “Triggered”....................................................................................................................................
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