Clients who are ECI Hosted (meaning your e-automate server runs on ECI's servers) access their CEO Juice SSRS Reports and Apps differently than if your e-automate was installed on your own server. The below documentation will show you how to access them.
You will need to log into ECIs hosted platform (ECI would have provided you a direct link to where your server is)
Once logged in, from the Remote Applications section you will see two folders referencing CEOJ.
CEOJ Reports is where our on demand SSRS reports will be installed for you to run
CEOJ Apps is where any Apps you turn on will be installed for you to run
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SSRS Reports
SSRS Reports
1. For new users, you will need to complete a one-time setup in their e-auto Employee Record. Go to their Employee Record / Custom Properties tab. Select Configuration Employee.
2. In Custom Property ZCJDomainUserID enter name of your ECI Hosted environment (based on your country per below)\your ECI Hosted login name
North American Server format is: ecihosted\firstname.lastname
AUS/NZ Server format is: AU\firstname.lastname
EU/UK Server format is: ecicloud\firstname.lastname
(The ECi login name is typically your first name.last name this is setup and assigned by ECI)
3. Select OK to save the record.
4. Once the Employee Record is set, then the user can access the SSRS Reports via Remote Applications link in the ECI hosted environment:
5. Users will see a listing of all SSRS Reports your company is subscribed to, similar to screenshot below. As your company subscribes to more CEO Juice SSRS Reports, they will automatically be installed at this location:
6. The user's permissions for e-automate determines which reports they will be able to run. For example, if the user has e-automate permissions to run Service Reports, then the user will be able to run any SSRS Reports that are for service. The name of each SSRS Report starts with the type of reports permission required. For example, [Service] Technician Productivity - ID204 requires the user have permissions to run Service Reports in e-automate.
7. If a user gets a 'Report Security' error when running a report, then go to your [Test] SSRS Security Rights - ID708 to determine what is needed. Use THIS LINK to learn how this one works.
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APPS
APPS
1. Apps are accessed from inside the ECi hosted environment at Remote Applications:
2. You will see a listing of all Apps your company is subscribed to. As your company subscribes to more CEO Juice Apps, they will automatically be installed at this location:
3. For new users (or if you receive a security error when trying to access an app), your Main Juice Contact will need to provide permissions to access each app. Please email help@ceojuice.com to find out who that is.
4. To provide a user access to any app, go to the Security App:
5. Select Add User - enter ecihosted\username
6. Enter ecihosted\User.Name:
**The ECi login name is typically (first name.last name)
7. Assign rights access for an app to the user by clicking the + button.
**Red means user currently does not have access to that app
8. Remove access to an app by clicking the - button
**Green means user currently has access to that app
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