Administrative dashboard

Dashboard

When you login with your administrative account, you will be redirected to the administrative dashboard of the ConnectPlaza web application. You will be shown the following screen. 

You can see that this screen is divided into several sections. A menu on the left and an area with the title Overview on the right, which is the initial part of the dashboard shown to the user at start-up. At the top of the screen you find two buttons the Documentation or to Logout. These buttons speak for themselves. At the right of the screen you see the Goto or quick options part of the screen, which get your to the different management parts of your profile.

You can select a different part of the dashboard by clicking in the menu and selecting one of the options presented to you. The different options will be explained in the next chapters. 

Overview

The overview gives you information about the status of your licenses (Totals) from a birds eye view and gives you some Quick actions to upgrade your license.

You see the total number of licenses in your profile and the states your licenses are in. The squares are all clickable, so that you can zoom into the selected field of interest. You can see the following buttons on this overview screen.

Button Description
Quick Actions  
+ Partner/Enterprisee Development Send email to customer support to get your new partner or enterprise license
Partner/Enterprise Profile Send email to customer support to add a new partner 
+ ConnectAgent Send email to customer support to get your new ConnectAgent license
+ Login Send email to customer support to get your new extra login.
   
Totals  
Inactive licenses Show an overview of your inactive licenses
Partner licenses Show an overview of your Partner (or enterprise) licenses
ConnectAgents Show an overview of your ConnectAgents
Logins Show an overview of your Logins (users)

Quick Actions

If you need a new license for your environment, you can send a messages to Customer Support. You may want to have a new Partner or Enterprise license of a new ConnectAgent (end user) for one of your customers. Or you want a new Login for one of you developers? You can use one of the buttons in the Quick actions.

Depending on your status with your reseller or ConnectPlaza, you can add licenses yourself or you must request an update via an email request.

Adding a license via a request

After pressing one of the buttons, you will be presented with an input screen where you can type your message to Customer Support. For instance, you want a new ConnectAgent License:

The screen will look as above. Type in your message to us and press the button. ConnectPlaza will contact you.

The request screen is also applicable for the other licensetypes.

Adding a license (when authorized to create your own)

Click one of the buttons of the Quick actions bar or select the menu item, to add a license you want.

Creating a new Partner development license

 

 

 

 

Creating a new ConnectAgent license

Per default your address will be added to this form. Check this form and select the license type you need. Only licenses you are authorized for, will be shown in the Type list.

You can see the following fields on this screen above:

Field Description
Name Name of the connectAgent. Per default the company name followed by a sequense number
Type License type for ConnectAgents. This list will be prepared accordingly by the authorizations you have
Connect to Partner This field will be show if a license type is selected. You have to select the partner license to connect the ConnectAgent to.
Company Company name
Street + Number Address
Zipcode, City Zipcode and city name
Country Country
Tags Tags you can add for selection purposes.
Login account access This box becomes visible after selecting the 'Connect to partner' field is selected. You can see all the logins for this partner. Select the ones who need access to this license. Per default, all login accounts will be selected.

The screen will look like this when all parts are added to the form.

Creating a new login license

When adding a new Login license to your account, you have to enter a valid email address. After selecting Deploy, Control or Analyze you will be presented with a list of all the ConnectAgents.

You can see the following fields on this screen above:

Field Description
Email Email address of the new Login account
Access to environment Flag the environments the Login must have access to. Dashboard and Constructor do not need to have any ConnectAgent connections, but if you select Deploy, Control or Analyze the Access to ConnectAgents selector will appear.
Access to ConnectAgents

If you selected Deploy, Control or Analyze access, you will be presented with the ConnectAgent selection box.

Keep in mind that Control and Analyze licenses are bound to the login and as such, you have access to all the ConnectAgents you will be bound to. So if a change is made to your account and a new ConnectAgent is added to your account, you instantly have Analyze and Control access.

Select the ConnectAgent the user must have access to.

Select all Select all ConnectAgents available
Select none Deselect all ConnectAgents available.

Press Save to save the selection.

Select Yes to save and Cancel to abort the save.

Totals

In the totals overview you can see the totals per license.

Detail overviews

The Partner development licenses, ConnectAgents and Logins buttons, will give you a detailed overview of the licenses you have.

You can also select the apropriate Menu item or Goto item

 

You can perform the following actions at these detail overviews.

With the button, you can send a message to Customer Support about adding new licenses to the selected license type.

With the button, you open a menu for the specific agent with the following actions:

Menu item Action
Manage

You can change the details of your ConnectAgent. Key elements may not be changed.

As you can see the name, type and date cannot be changed. These are key elements of the agent

Deactivate/Set active

You can deactivate this agent. If a ConnectAgent is deactivated, the overview will return a red line indication for this agent. Also the menu item will turn into Set active.

Request for removal

Removing a license is not something you can do yourself. License are valid for one year. Only ConnectPlaza employees have the authority to remove licenses from your account, after aproval from the ConnectPlaza management. The next message box will appear.

If you are certain, press the Yes button to send your request to ConnectPlaza. You will be contacted when ther request is authorized.

At the total overview of the logins, you will see what rights the specific login has.

You can see the following fields:

Field Description
Login This is the name of your login account
Dashboard Displays if the login has access to the dashboard of the profile.
Constructor Displays if the login has access to Constructor
Deploy Displays if the login has access to Deploy
Control

Displays if the login has access to Control. With the , icon you can send a Request for removal to ConnectPlaza for removal of the license for this specific account. You cannot remove the license yourself.

Select Yes to send the request to ConnectPlaza 

If you have not yet a ConnectPlaza Control license you can order the license via the button. Depending on your authorization, you can activate the license yourself. Or send a request to ConnectPlaza. A sales representative will then contact your about the license.

Analyze

Displays if the login has access to Analyze. With the , icon you can send a Request for removal to ConnectPlaza for removal of the license for this specific account. You cannot remove the license yourself.

Select Yes to send the request to ConnectPlaza

If you have not yet a ConnectPlaza Control license you can order the license via the button. Depending on your authorization, you can activate the license yourself. Or send a request to ConnectPlaza. A sales representative will then contact your about the license.

With this button you can order or create a new Login license.

Open menu with actions you can perform on the Login license.

Menu item Action
Manager With this option you can modify your Login details
Send new password

With this option, you will send an email registered email addressto of the login account. After sendinng the email you will be notified with a message box.

Request for removal

With this option, you will send a request for removal of the Login license to ConnectPlaza.

If you request is aproved, you will be notified of the removal of this license.

 

Manage Partner/Enterprise Licenses

You can see the following fields on this screen above:

Field name Description
Name Name of the Partner/Enterprise license.
Type This is the license type. This can be Partner or Enterprise. This field cannot be modified.
Valid Until This is the date the license will expire. This field cannot be modified.
Company This is the company name where the Partner/Enterprise license is installed.
Street + Number Address of the company where the Partner/Enterprise license is installed
Zip code Zip code of the company where the Partner/Enterprise license is installed
City City of the company where the Partner/Enterprise license is installed
Country Country of the company where the Partner/Enterprise license is installed
Connected logins A list of logins who may use Constructor for this Partner/Enterprise license

 

Manage ConnectAgents

You can see the following fields on this screen above:

Field name Description
Name Name of the ConnectAgent.
Type This is the license type of the ConnectAgent. This field cannot be modified
Valid Until This is the date the license will expire. This field cannot be modified.
Company This is the company name where the ConnectAgent is installed.
Street + Number Address of the company where the ConnectAgent is installed
Zipcode Zip code of the company where the ConnectAgent is installed
City City of the company where the ConnectAgent is installed
Country Country of the company where the ConnectAgent is installed
Connected logins A list of logins who may use Deploy for this ConnectAgent.

 

Manage Logins

You can see the following fields on this screen above:

Field Name Description
Name Name of the login. You can login into ConnectPlaza with this account
e-mail Email address of the account.
Connected licenses A list of accounts this Login can connect to.

 

Deactivating a Partner/Enterprise or ConnectAgent license

Select the option and the license will be deactivated. The line turns red, like this:

In the example above we see 2 deactivated licenses. And in the main overview of the totals of our licenses we can see now that there are, indeed, 2 Inactive licenses. The box, indicating the 2 Inactive licenses is also turned red.

As we click on the box, we will presented with a message box with the detailed information about those inactive licenses.

And this is exactly what we see. Both licenses are inactive, but only one of them is set inactive by us. The other one has been deactivated by the System Administrator of ConnectPlaza. If we know click on the button, we will get two different set of options. The one we just deactivated, will now have a Set active option, the other one has not.

Now you can, as a company, deactivate the ConnectAgents of you end-users.

If we activate our agent again, the Inactive licenses will drop by 1.

Sending a new password for the Login license

If you select the Logins you can send a new password to the selected login. Just select the option and a new password will be directly send to the email address of the selected login.