connectio overview and on-boarding io.connectsmart.com

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ConnectIO Overview and On-boarding IO.CONNECTSMART.COM

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Page 1: ConnectIO Overview and On-boarding IO.CONNECTSMART.COM

ConnectIO Overview and On-boardingIO.CONNECTSMART.COM

Page 2: ConnectIO Overview and On-boarding IO.CONNECTSMART.COM

www.connectsmart.com - 8/13/2015

Topics

What is ConnectIO?

Why are we using it?

What are it’s different parts?

How do you get started?

Page 3: ConnectIO Overview and On-boarding IO.CONNECTSMART.COM

www.connectsmart.com - 8/13/2015

What is ConnectIO?

ConnectSMART-hosted service*

Retrieves data

Stores data

Reports on data

Also known as:

Data Warehouse

CMDB (configuration management database)

ConnectIO

Reports Dashboards*On-premise version also available

Page 4: ConnectIO Overview and On-boarding IO.CONNECTSMART.COM

www.connectsmart.com - 8/13/2015

Why use a data warehouse?

Performance

Reduce load on production systems; users and dashboards are not sharing resources

Data can be optimized for querying

All load on the production server

Reporting load moved to ConnectIO server

ConnectIO

Page 5: ConnectIO Overview and On-boarding IO.CONNECTSMART.COM

www.connectsmart.com - 8/13/2015

Why use a data warehouse?

Cross-system Reporting

Only one source of data to work with when creating reports from your data

Ability to cross reference data between system (i.e. ConnectWise and Labtech)

Page 6: ConnectIO Overview and On-boarding IO.CONNECTSMART.COM

www.connectsmart.com - 8/13/2015

Parts of ConnectIO

Tenants

Content Stores

Data Source Packs

Tasks

Page 7: ConnectIO Overview and On-boarding IO.CONNECTSMART.COM

www.connectsmart.com - 8/13/2015

Tenants

This is your access to ConnectIO

Each customer is assigned a tenant, typically a short-form name of their company

All users, reports, and data are scoped to each tenant: only you have access to your information

Page 8: ConnectIO Overview and On-boarding IO.CONNECTSMART.COM

www.connectsmart.com - 8/13/2015

Content Stores

Where your data lives in ConnectIO

A database that only your tenant can access

This is where data is imported into and where reports / dashboards are reading from

Page 9: ConnectIO Overview and On-boarding IO.CONNECTSMART.COM

www.connectsmart.com - 8/13/2015

Data source packs

A data source is a system we want to get data from, like ConnectWise or Labtech

A data source pack is a collection of models, scripts, and tasks that know how to communicate with that particular system and how its data should be imported

Data Source Models

ConnectWise

- Companies- Tickets- Activity- Etc…

LabTech - Computers- Groups- Software- Etc…

Page 10: ConnectIO Overview and On-boarding IO.CONNECTSMART.COM

www.connectsmart.com - 8/13/2015

Tasks

Determines when we import data

Different types of data are imported and updated on different schedules

Important data that changes frequently will be imported on a short interval

Data that doesn’t change very often will import on a longer interval

Task Description

Interval

Base Imports everything

Runs Once

Quick Only changes in a small set of tables

Every 2 minutes

Nightly All tables not running on quick

Once a day at night

*These are examples; differs depending on the pack

Page 11: ConnectIO Overview and On-boarding IO.CONNECTSMART.COM

www.connectsmart.com - 8/13/2015

How do you get started?

First, sign up for the data warehouse with your subscription!

Our support team will create your tenant and give you credentials to log in at io.connectsmart.com

Log in and start the wizard!