SnapShot Installation Guide
SnapShot Installation Guide
Contents
Minimum Requirements................................................................................ 3
Supported Operating Systems ...................................................................... 3
Other requirements ................................................................................. 3
Installation .............................................................................................. 4
Configuration............................................................................................ 7
Licensing ................................................................................................ 10
Linking SnapShot to Business System ............................................................... 13
Updating Dashboards.................................................................................. 15
Adding/Deleting/Editing Users ...................................................................... 16
Adding Users ......................................................................................... 16
Editing Users......................................................................................... 17
Deleting Users ....................................................................................... 18
Managing Permissions ................................................................................. 19
Viewing Dashboards ................................................................................... 20
Launching Dashboards.............................................................................. 20
Filtering Available Dashboards by Category .................................................... 21
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
2
Minimum Requirements
Supported Operating Systems
The following Operating Systems are supported by SnapShot
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Windows
Windows
Windows
Windows
Windows
Windows
Windows
Windows
Windows
Windows
Windows
XP SP3
Server 2003 SP2
Vista SP1 or later
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8
10
Server 2008
Server 2008 R2
Server 2012
Server 2012 R2
Server 2016
Other requirements
The following is a list of other requirements required for SnapShot to run
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Windows Installer 3.1 or later
Microsoft .NET Framework 4.0 or later
Microsoft SQL Server 2012 or later + login details
Valid SnapShot licence file
Rights to install software
Access to:
https://webservice.plussoftware.com.au/ReportingAppWebSvc/ReportingAppWebS
ervice.asmx
A Supported Business System:
o Advanced Business Manager
o Ostendo
o Sage Pastel Evolution
o Sybiz Vision.Net
o Sybiz Visipay
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
3
Installation
1. Download installation file from http://www.plussoftware.com.au/softwaredownloads
2. Run SnapShot-setup.exe to launch the installation wizard.
3. Press Next on the Welcome to SnapShot Setup Screen
4. Read and accept the Licence Agreement by clicking I Agree.
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
4
5. Press Next at the Choose Components screen.
6. Select installation location and press Install to start the installation process.
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
5
7. Press Finish to complete the installation of SnapShot.
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
6
Configuration
1. Launch the SnapShot software and Click the Settings button to setup SnapShot
database
2. Enter the SQL Server settings to create a new SnapShot database. Type the desired
database name (default is SnapShot) and or locate an existing SnapShot database
by clicking the dropdown arrow and selecting it. Click Save and Close to return to
the login screen.
Note: If creating a new database the user will need permissions to create
databases.
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
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3. Enter the username and password and click the Login button to login to SnapShot.
Default Username and Password is:
Username: admin
Password: reportingadmin
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
8
Setting up SnapShot on users computers
1. Follow the same instructions as the Configuration setup. On the settings screen
enter all the same SQL server details as in the Configuration setup.
In the Database Name field, this time click on the drop down arrow and select the
SnapShot database that was created in the Configuration setup.
When you are finished click on Save and Close.
2. Either log in with the Admin username and password or with a specifically setup
username and password.
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
9
Licensing
On the first login, the SnapShot database will need to be licenced, the below instructions
also apply when updating the licence file from within the application by navigating to
Settings Tab > Load/View Licence.
1. Click Yes to the licence prompt, this message is received if the SnapShot database
has not yet been licenced.
2. Click the Web Unlock or if you have a SnapShot Licence file click Load Licence
button, browse to the SnapShot Licence file and click OK.
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
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3. Using the Web Unlock method enter Customer Name and Serial Number exactly as
they have been provided to you by Plus Software and press the Unlock / Refresh
Licence button
4. Click OK to the Licence updated message
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
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5. Click OK again at the Licence confirmation screen which displays the licencing
details and expiry date.
6. Click OK to any information messages that appear on first time login (this appears
if no business system has been configured yet, the first time logging in there
won’t).
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
12
Linking SnapShot to Business System
SnapShot needs to be linked to your business system for dashboard data to be displayed.
1. Select the Settings tab and click the Update Business System Database
Connection button.
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
13
2. Select the type of Business System that SnapShot needs to be linked to and enter
the relevant settings.
For Advanced Business Manager, Sage Pastel and Sybiz Vision/Visipay, it will be the
SQL Server Address details.
For Ostendo it will be the Firebird Server Address details.
For Sage Pastel Partner it will be the Pervasive Server Address Details. Click Save
and Close.
3. Click OK to the confirmation message. SnapShot will restart, log back in from the
login screen.
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
14
Updating Dashboards
SnapShot dashboards need to be downloaded from the internet, this ensures the latest
updated dashboards are available.
1. Select the Settings tab and click the Check for new dashboards button.
2. Click OK to the confirmation screen once complete.
3. Navigate to the Community Dashboards tab to view all the community dashboards,
if any custom dashboards have been created they will appear under the Customer
Dashboards tab.
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
15
Adding/Deleting/Editing Users
Adding Users
SnapShot has the ability to setup users which can be configured to only view particular
dashboards.
1. Select the Settings tab and click the Manage Logins button.
2. Click the Add button to add a new user.
3. Enter the Username, Display Name, Password and click OK.
Note: ticking the box to provide Administrator Access will give the user access to
all dashboards also the user will be able to change the Business System Settings,
access the Manage Logins and Manage Permissions screens and check for new
dashboards.
4. Once a user has been added, no dashboards will be visible to the new user, this can
be configured under the Manage Permissions area (See Managing Permissions
section).
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
16
Editing Users
Users can be edited once they have been setup.
1. Select the Settings tab and click the Manage Logins button.
2. Select the user that requires editing and click the Edit button.
3. Make the necessary changes and click OK.
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
17
Deleting Users
Users can be deleted once they have been setup.
1. Select the Settings tab and click the Manage Logins button.
2. Select the user that needs to be deleted and click the Delete button.
3. Click the Yes button to confirm deletion of the user.
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
18
Managing Permissions
Once users have been created (see Adding/Deleting/Editing Users section to create
users), permission to the dashboards they are allowed to run needs to be given. The
default action is for users to not have access to a dashboard.
1. Select the Settings tab and click the Manage Permissions button.
2. Select the user and click the Dashboard Permissions button.
3. Tick the Allow box next to each dashboard that the user requires permission and
click OK.
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
19
Viewing Dashboards
Launching Dashboards
1. Navigate to the Community Dashboards tab to view all the community dashboards
available.
2. Select the desired dashboard from the list then click the View Dashboard button,
alternatively double clicking on the dashboard also launches it.
Note: The same method applies for any Customer Dashboards, which appear in the
Customer Dashboards tab.
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
20
Filtering Available Dashboards by Category
Dashboards can be filtered by category
1. Filtering dashboards by category is done by clicking on the relevant category
buttons when on the Community Dashboards or Customer Dashboards tab. For
Example, pressing the Inventory button will filter the dashboards on screen to only
display Inventory dashboards.
2. To view all dashboards click the All Dashboards button.
Note: Dashboards can also be hidden for specific users via the Managing Permissions
section under settings.
Plus Software Solutions SnapShot Installation Guide
© 2015 Plus Software Solutions Pty Ltd
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