Workstation Installation Checklist.doc

Workstation Installation Checklist

User/Workstation Name:

Date Setup:

Setup By:

Overview and quick navigation links:1. Initial setup and verification of your workstation 2. ConnectWise Internet Client installation 3. Activity Capture installation and testing 4. Outlook setup to use the ConnectWise contacts as your E-mail Directory 5. Optional Microsoft Project Integration (this is not required) 6. Optional QuickBooks Direct Export 7. Regional and Language Options (New Zealand users only) 8. Vista Best Practices

1. Initial setup and verification of your workstation

Go to the ConnectWise Install web page: http://www.ConnectWise.net/Install to review the workstation setup process.

Important Note: The ConnectWise Internet client works across the internet. You can load it on as many workstations as you like. We encourage you to load it on your home workstation, your notebook, etc. You can use the ConnectWise internet client to connect to ConnectWise from anywhere on the Internet.

Send us your Completed Workstation Installation Checklist Use this workstation installation checklist to setup and test the workstations. Print out a copy of the checklist for each workstation. Email or fax your completed checklists to: [email protected] or 813-

463-4701

Verify workstation minimum requirements

1 GHz Pentium or faster 512 MB RAM minimum (1 GB highly recommended) more memory enhances

performance 1024x768 VGA resolution or better set on the Display Property settings of the

desktop 50 Meg free disk space

Verify and update workstation Operating System

Microsoft Windows XP is the minimum operating system requirement Windows 7 is supported but must be run as Admin, not in compatibility mode,

and not in XP Virtual Machine Mode. The ConnectWise client MUST be installed on the C:\ volume. (ie. Cannot be

D:\ , etc) You MUST apply all applicable updates from

http://windowsupdate.microsoft.com

We support Microsoft Internet Explorer 7.0Browser settings for IE 7.0

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http://windowsupdate.microsoft.com/

mailto:[email protected]

http://www.ConnectWise.net/Install

Recommended IE settings Setting for printing headers and footers - Click on File on the tool bar and select

Page Setup. Make the heading and footings Empty.(this will allow reports to print out cleanly) Other IE settings. Click on Tools on the tool bar and select Internet Options.

Click on the Advanced tab. Find the appropriate section for Browsing and Printing and make the settings match below.

(this will launch a new browser windows when you click on any hyperlink)

(this will allow the reports to print the shading)

Make ConnectWise Website URL a trusted site in IE 7.0

Tools -> Internet options -> Security Tab

Click the trusted sites icon to enable the sites button below. Click the Sites button to bring up the Trusted Sites Dialog.

Uncheck Require server verification for all sites in this zone. Enter PSA URL without the HTTP(s) prefix. Click Add. Click OK. Select the Privacy tab, select Sites and enter your ConnectWise URL as a

trusted site Click the General tab and uncheck ‘Delete browsing history on exit’

IE 7.0 additional settingsDisable the Phishing and Pop-Up blocker for the URL’s in our trusted sites. On the bottom of the Internet options screen there will be a button labeled Custom Level (click it).

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Scroll down near the bottom of the list and you will see two entries, one for the Phishing Filter and one for the Popup Blocker. Disable both.

Press the OK button and then click the Apply button to exit the Internet Options dialog box.

Adjust the workstation Virus Protection


At the local workstation level if you have virus protection running, it can potentially slow down your system if your system is not fast and the files are being scanned needlessly. It is rare but, if you are having the problem, you should exclude:

C:\Documents and Settings\YourUserName \Local Settings\Application Data\connectwise (exclude this directory and all subdirectories below)

If there is a Personal Firewall installedIf the workstation is running a personal firewall, then you will need to setup the URL for the ConnectWise PSA application as a “trusted site”. The actual terminology used in the firewall package may differ but the firewall needs to trust and allow the application to come thru otherwise the application will not function correctly.

If there is a Pop-up Blocker installedThis must be disabled or the application will not function correctly. We have windows which pop-up.

Install Microsoft .NET 3.5 SP1 on the workstation

Go to the MS download web page: http://www.microsoft.com/downloads/details.aspx?FamilyID=ab99342f-5d1a-413d-8319-81da479ab0d7&displaylang=en

Install Crystal ReportsRun http://yourConnectWiseurl.com/v4_6_Release/controls/CRRedist2008_x86.msiRun http://yourConnectWiseurl.com/v4_6_release/controls/CRRedist2008_x64.msiInstall Adobe Readerhttp://www.adobe.com/products/acrobat/readstep2.html

2. ConnectWise Internet Client installation

Install the ConnectWise Internet client on your workstation

Go to the ConnectWise Install web page: http://www.ConnectWise.net/Install Perform Step 2 and follow the instructions on the ConnectWise Install web

page The ConnectWise Internet client works across the internet. You can load it on as

many workstations as you like. We encourage you to load it on your home workstation, your notebook, etc. You can use the ConnectWise internet client to connect to ConnectWise from anywhere on the Internet. If installing on Vista click here.



http://www.adobe.com/products/acrobat/readstep2.html

http://yourConnectWiseurl.com/v4_6_Release/controls/CRRedist2008_x86.msi

http://www.microsoft.com/downloads/details.aspx?FamilyID=ab99342f-5d1a-413d-8319-81da479ab0d7&displaylang=en

http://www.microsoft.com/downloads/details.aspx?FamilyID=ab99342f-5d1a-413d-8319-81da479ab0d7&displaylang=en

Login to ConnectWise PSA

Site Your.ConnectWiseURL.com

Company ID YourCompanyShortName*

Username YourMemberID**

Password YourFirstNameLowerCase

* The name you specified in the Server-Installation-Checklist** First initial, last name is the typical

3. Activity Capture installation and testing

Install Activity Capture

This is for Exchange users that want to post emails as Service Requests or Sales Activities

Verify you have Outlook 2003 or 2007. Verify you have MDAC version 2.8 or greater. Follow this link to get a tool to

determine MDAC version and to download the latest version if necessary. Go to the ConnectWise Install web page: http://www.ConnectWise.net/Install Perform Step 3 and follow the instructions on the ConnectWise Install web

page

Set Outlook 2003 option for editing e-mail messages for Activity Capture (not needed in Outlook 2007)

Open Outlook on your workstation On the Menu bar go to Tool > Options Click “Mail Format” tab. Uncheck the two options for using Microsoft Word to edit and also read your e-

mail messages Click “OK”



http://msdn.microsoft.com/en-us/data/aa937730.aspx

Test Activity Capture twice

Outlook may pop up a dialog box with the following message: A program is trying to access e-mail addresses you have stored in Outlook.Do you want to allow this?

Answer “Yes” to all cases

4. Outlook setup to use the ConnectWise contacts as your E-mail Directory

Set the CompanyContacts public folder as an Address Book

Open Outlook on your workstation. In the folder list, open Public Folders > ConnectWise > CompanyContacts Right Click on CompanyContacts and select properties. Click “Outlook Address Book” tab. Click “Show this folder as an e-mail address book.” Click “OK”

Set the CompanyContacts folder as the default address list


2. select: Tools > Options The window below will pop out

3. Set CompanyContacts here so it shows that address list first

1. Start Outlook in the InBox. Select: Tools > Address Book The following window will be displayed

1. Open any email in Outlook and click the “Capture Activity in ConnectWise PSA” button on top of an email.

4. Set CompanyContacts at the top of the list or second from the top

5. Optional Microsoft Project Integration (this is not required)


The Microsoft Project Import/Export program adds the ability to import projects from MS Project to the ConnectWise Project and export from ConnectWise Project to MS Project. This part of the installation is optional. It is useful if you are going to integrate MS Project with ConnectWise PSA.

6. Optional QuickBooks Direct Export

The QuickBooks Direct Export option adds the ability to export invoices and expenses directly to QuickBooks without using an iif file. It also gives you access to the QuickBooks A/R aging report from the ConnectWise Company Finance screen. This part of the installation is optional.

Setting up the QuickBooks Direct Export o Click here to bring up the ConnectWise Install web page o Perform Step 5 and follow the instructions on the ConnectWise Install

web page Testing the A/R Aging report

o Open ConnectWiseo Go to the Company Finance screen and select a companyo Click the Aging report print button – if the report runs, then your setup

was successfulo If you have setup the GL Interface for direct export, go to the GL

Interface screen Testing the GL Interface

o Open ConnectWiseo Go to the GL Interface screen (make sure it says ‘Direct Export’)o Export ONE invoice and ONE expenseo Go into QuickBooks and make sure that both documents look as

expected.o If everything looks correct, export the remaining invoices/ expenses

Both tests should be run on all of the workstations that will be using the QuickBooks interface

7. Regional and Language Options (New Zealand users only)


http://www.connectwise.net/install/

SQL requires time stamps to include the global AM/PM format. If you live in New Zealand or another country where the time in your taskbar appears as “a.m./p.m.”, you will have to update your regional time settings to use “AM/PM”.

To change these settings, open Regional and Language Options from Control Panel.1. Start> Control Panel> Regional and Language Options2. Click on the Customize button3. Click on the Time tab4. From the AM symbol and PM symbol dropdowns, select the appropriate

AM/PM format.5. Click OK twice.


8. Vista Best Practices

MS Vista 32 or 64 bit machines can run ConnectWise PSA, the following are steps we recommend when installing:

Turn UAC off, install ConnectWise PSA, turn UAC back on To disable UAC:1. Open the System Configuration (Click Start and type MSCONFIG in the search bar).2. Go to the Tools tab, highlight ‘Disable UAC’, and click launch.

3. Reboot the computer and install ConnectWise.4. You can then enable UAC by choosing ‘Enable UAC’ from the System Configuration.

1. Disable Autotuning:a. Type CMD in the search bar, select then right click and press Run as

Administratorb. Type command: netsh interface tcp set global autotuninglevel=disabled

2. Place ConnectWise URL in Trusted Sites listing in IE, if using SSL place both http and https listings.

3. Turn off the Protected Mode in the Internet Security Zone


Workstation Installation Checklist.doc

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