Cloud Implementation 1

Transcription

1 Cloud Implementation 1

2 Welcome and Introduction Right Networks will work with CLA staff and CLA clients to assist with migration to the Right Networks Cloud. Migration and onboarding services will be provided by a combination of CLA staff and Right Networks Support staff. Michael Way Director of Customer Success mway@rightnetworks.com 2

3 Terminology Overview of Migration Status Data Provided Account Created Appointment Set Onboarded Completed Self Migrations Tools Overview Best Practices Agenda 3

4 Terminology 4

5 Terminology Right Networks Cloud The environment that you access after a successful login. Data Structure The layout of client and staff information on the system. Region/State/Office Each level of visibility within the CLA structure. Status The current state of a CLA staff or client account during migration. Username The User ID that is provided to each user. My Account Online portal equipped with self service utilities. Remote Desktop The application and protocol used to access Right Networks. TS Print The print client used to send print jobs from Right Networks to a local computer. File Manager The web utility used to access, upload, or download data on Right Networks. 5

6 Account Status 6

7 Account Status Overview Migration Lifecycle Lifecycle of a user migration to Right Networks. Data Provided Account Created Appointment Set Onboarded Completed 7

8 Account Status Overview Data Provided CLA will collect the following information regarding the staff and client accounts that will need to be provisioned: User contact information Number of users Access level Location QuickBooks licensing info Number of QB files CLA onboard or RN onboard option This information will be submitted to Right Networks in groups. 8

9 Account Status Overview Account Created Upon receipt of the data provided, Right Networks will provision the requested users, as specified, within 1-2 business days. A few important takeaways: CLA Bill Date = 25 th of each month 26 th to the 10 th = RN will auto-create 11 th through the 24 th = RN will obtain permission to create Client Directories will appear upon creation The creation of the accounts are a billing event, so maximizing efficiency in scheduling these migrations is important to minimize potential cost. 9

10 Account Status Overview Appointment Set When providing data to Right Networks, you will have the option to choose which clients you would like to self-onboard and which clients you want Right Networks staff to onboard. Option 1: Self Onboard Right Networks will create the user account and deliver a welcome mail to both the client and the CLA staff member. Option 2: RN Onboard Right Networks will deliver a welcome mail to each client directly with a link for the client to schedule an onboard appointment: Click the time zone corresponding with your office location. (Eastern, Mountain, Central, Pacific) The client can include the CLA staff contact information in the Notes section of the appointment scheduler, if your staff member would like to be conferenced in for the call. 10

11 Account Status Overview Onboarded Right Networks strives to provide the best onboarding experience as possible while we complete the following steps: Establishment of Account Welcome to our system Third party products My Account access File Manager overview Helpdesk overview Data Migration Data location Source access Copy data to local system Upload data using File Manager Setup Setup Wizard TS Print print test Remote Desktop License registration Q and A 11

12 Account Status Overview Self Migration Download Process 1. Navigate to and access Novel Aspect: 2. Click on the FILE Explorer icon on the Citrix Storefront page. 3. Access the Q: drive and select each QB file you would like to copy. 4. Click Edit > Copy to add those files to your clipboard. 5. Paste the files to a local folder on your computer. Upload Process 1. Navigate to and access File Manager: 2. Login with your staff Right Networks account. 3. Select the proper file destination. 4. Click the Upload button and navigate to the location of the data on your local system. 5. Select the files and click Upload 12

13 Tools Overview 13

14 Tools Overview My Account Standard User Functions: Update security profile/contact information Access Remote Desktop shortcut Access Right Networks Helpdesk Access File Manager 14

15 Tools Overview CLA Intranet Documentation can be found on the CLA intranet and will be updated periodically as needed. How-to documentation includes: Downloading data from Novel Aspect Uploading data to Right Networks Installation and Setup 15

16 Best Practices 16

17 Right Networks Cloud - Best Practices Log Off Properly: At the end of your session, always log off by using Start > Log Off or by clicking the Log Off icon on your Right Networks desktop. Do not hit the X button. Directory/Folders: Do not rename or edit folder names within the company directory structure (I: drive). If another user is mapped directly to that folder, changing its name will break the access of other users needing to see that folder. You can re-structure your H: drive as that is for personal use. Right-Click Security: Right-click functionality is not available within the Desktop and File Explorer. Users should utilize the File and Edit menu options or Control+C (copy) and Control+V (paste). 17

18 Right Networks Cloud - Contact Information Department Sales Support (24x7) Billing Account Services Phone/ x1 Sales@rightnetworks.com x2 Support@rightnetworks.com x3 Billing@rightnetworks.com x4 AccountServices@rightnetworks.com 18

19 Thank You 19