SigmaPro Quick Start  | The first time you load SigmaPro onto a page, you will see the SigmaPro Quick Start screen (See image to the left, click to enlarge). This screen provides information on how to use SigmaPro along with links that will automatically install projects and configure settings for you. At the time this document was prepared, we provided the two sample projects (Help Desk and Simple CRM) and three configuration setups (Help Desk, Software Releases and Knowledge Base). There are additional SigmaPro Project files (*.OPJ) and SigmaPro Configurations files (*.OSC) on www.OnyakTech.com in the My Downloads page in the Members tab. | Do Not place the Help Desk module and the core SigmaPro module to the same page. You will also find the SigmaPro project file used during the last days of testing SigmaPro 5.0 Beta in the module directory in DotNetNuke. Note that if you click one of the Quick Start links more then once to install a sample project, you will have a project instance for every time you click the link. The Configuration Quick Start links won’t do much for you until you have a project in SigmaPro, these are to be used to quickly add an instance of SigmaPro for the main purpose of displaying the Knowledge Base or a list of Software Releases. After you have used a Quick Start link, click on Edit SigmaPro from the module menu and then open each section (Visual Settings, Template Settings, User Interaction and Security Settings). Make any change you need and click update. Some functions of SigmaPro will not execute if you have not initially updated these settings. One example of this is the processing of emails; if you don’t update the Template settings SigmaPro will not process any emails. You will also need to setup Teams by clicking on the Teams icon in the toolbar and assign your new team to a project. Below is a simple step by step sample of how to use a project from the Quick Start screen and configure SigmaPro to use it: - Add SigmaPro a page in DotNetNuke
- Click on the "Install Help Desk Project" image
- SigmaPro will install the sample project and display the Full Main Menu of SigmaPro. The next step is to create a team. To do this, click on the Teams icon (Shown to the right).
- On the next screen, click "Create New Team"
- Next, enter a name for your new team and description.
- Now you need to add registered users to your new team. You can do this by adding users from a DNN Role or by adding individual users. To add users associated with a DotNetNuke Role, click the Roles you want to import into your new team and click the "Sync Team With Roles and Edit Members". Click Here for a Screen Shot.
- At this point, you have just created a team and assigned users. On the screen you see now, you can add individual users or edit existing team members. Clicking on the View link under each team member allows you to set the team members hourly wage, skills, title and more.
- Now we need to assign your new team to the project that was installed form the Quick Start screen. To do this, click on Projects in the toolbar and then click on your project listed to open the details of the project.
- With the project details displayed, scroll down until you see the "Project Teams" section. In the All Teams list you will see the team you just created. Select that Team and click the --> arrow to move that team over to the current projects Selected Teams list. This will assign the team to the project and now all users listed in that team will be able to be assigned to new tickets and receive email notifications.
- You are now ready to use SigmaPro. Click on the Tasks icon in the toolbar to work with the current list of tasks in this project.
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