Nilear changes in 2021

47 changes, newest first.

FeatureConnectActive

Real-time Syncing for Office 365 & PowerShell

Office 365 Automated Syncs

Office365, Office365+PowerShell, and Office365+LDAPS sync method integrations have been improved so that when any Office 365 user, group or license changes are made, ConnectActive should perform a full sync within five minutes of the changes.

PowerShell Automated Syncs

ConnectActive should perform a full sync within five minutes of a client's ConnectActive PowerShell Script being executed.

LDAPS Automated Syncs

LDAPS Automated Syncs are unchanged and will automatically be executed no more than once every 24 hours, typically overnight.

FeatureConnectActive

Map Same Group/License/OU to Multiple Agreement Additions

It is now possible to map the same group/license/ou to multiple Agreement Additions. For example, you may wish to map the AD Group "Citrix Users" to both the "Citrix Licenses" and "Citrix Support" Agreement Additions.

Map Same Group/License/OU to Multiple Agreement Additions

FeatureConnectActive

3 New Settings for Office 365 License Sync

3 New Settings for Office 365 License Sync
Honor Agreement Off Flag

By default, ConnectActive will set the Agreement Addition count to the customer's number of Office 365 licenses, regardless if any of the users have been flagged as "Agreement Off" in ConnectActive.

If you do not wish to bill a customer's "Agreement Off" users for an Office 365 subscription, check the "Honor Agreement Off Flag" checkbox. Keep in mind, Microsoft will still charge for these licenses.
Exclude Unassigned Licenses from Count

By default, ConnectActive will set the Agreement Addition count to the customer's number of Office 365 licenses, regardless if any of the licenses have not been assigned.

If you do not wish to bill a customer for unlicensed Office 365 subscriptions, check the "Exclude Unassigned Licenses from Count" checkbox. Keep in mind, Microsoft will still charge for the unassigned licenses.
Minimum Addition Count

Some MSPs have a required minimum count for certain Agreement Additions. The ConnectActive default is 0.

If you wish to set a minimum count on an Agreement Addition, set a positive number value in the "Minimum Addition Count" field.
UpdateGeneral

New Nilear IP Range Added

Please ensure you use our new IP range for any firewall rules restricting access to LDAPS (ConnectActive) or your ConnectWise Manage instance (On-premise).
NILEAR SERVER IP RANGE
NEW
40.142.95.96/28 (255.255.255.240)
REMOVED
71.175.90.0/27 (255.255.255.224)
96.245.104.0/27 (255.255.255.224)
FeatureMTX: Availability

PSR Tickets now shown on Availability Board

Tickets that have been placed in PSR for today will now show under the Availability Board

FeatureMTX: Tickets

Select and Perform Action on Tickets

It is now possible to select tickets and perform actions against the selected tickets.

Select and Perform Action on Tickets
Select and Perform Action on Tickets
FeatureMTX: Availability

Missed Schedules now shown on Availability Board

Firm/Locked schedules that have been missed will now show under the Availability Board

Missed Schedules now shown on Availability Board

FeatureMTX: Tickets

Task Assignments now included in Working Notes View

If a Ticket Task has been assigned a member in ConnectWise, MTX will now be included the assignment in the Ticket Task view within the "Working Notes" section.

Task Assignments now included in Working Notes View

FeatureMTX: Tickets

Ticket Summary Modal View now provides Full Email Options

The Send Email and Send Internal Email buttons on the Ticket Summary Modal View now provide full emails options, such as cut-and-paste, image/file upload, and insert saved email options.

Ticket Summary Modal View now provides Full Email Options

UpdateMTX: Tickets

Open Issues/Other Tickets Filter Updated

The Open Issues and Other Tickets views now provides more control over ticket board types included in the search. The ticket's Age column was also added to the results listing.

Open Issues/Other Tickets Filter Updated

Bug FixMTX: Tickets

Various MTX Bug Fixes

  • Corrected Schedule Entry creation from throwing a NullPointerException
  • Prevented Scrollbar from appearing on Ticket Summary Modal View
  • Improved Closed Child Ticket support to ensure child ticket is still available under the parent ticket
  • Corrected New Ticket button under Tickets tab when Travel tab is enabled
  • Changed Time Entry and Schedule Record to round up to the nearest minute rather than round down
  • Changed callback URL from www.connectgraph.net to callback.nilear.com
  • Corrected Schedule End Time before Start Time issue
  • Updated Time Machine backend to throw an error if attempting to update a restricted status
FeatureMTX: Tickets

Column Filters Now Available

The Tickets and My Schedule tables now include header column filters. The filters can assist customizing your view further, allowing both include and exclude filter options. For example, exclude from view all Priority 4 tickets.

Column Filters Now Available

FeatureMTX: Tickets

Notifications Minimize & Clear All

The MTX Notification system now provides a minimize button and a clear all notification button. Minimize is helpful when you need to finish up your current work before handling the notifications.

Notifications Minimize & Clear All

Bug FixMTX: Tickets

Various MTX Bug Fixes

  • Corrected "Others Working On" Notifications Appearing
  • Corrected Time Recorded Calculation
UpdateMTX: Availability

Restrict Availability Status Updates

It is now possible to restrict whether a member can only update their own Availability Status or anyone's (Default). This settings is under Nilear -> Settings -> Member Management -> Module Rights (https://app.nilear.com/settings/members). Please note, the current released version of Time Machine will not enforce this restriction. The new Time Machine will be released later this quarter.

Restrict Availability Status Updates

FeatureConnectActive

Group/License Filtering for Office 365 Only Syncs

When AD is included in a sync, OU Filtering and OU Site Mapping will be used. When a company is only sync'd via Office 365, you can now filter out accounts based on group memberships or assigned licenses. Also, you can assign a contact's Site based on group memberships or assigned licenses.

Group/License Filtering for Office 365 Only Syncs

FeatureConnectActive

Exclude Office 365 Accounts from CW Contact Creation/Activation

When syncing both AD and Office 365, you can limit the creation or activation of ConnectWise contacts to only the accounts that exist in AD and exclude Office 365 only accounts.

Exclude Office 365 Accounts from CW Contact Creation/Activation

UpdateScore My Team

Real-time Level Modules will now include Level Configurations Attachments

Starting October 10, 2021, the Real-time Level modules will now include points for configuration attachments with the highest point value per ticket per member. Any additional configurations attached to the ticket will receive zero points. Previously, the module did not grant any points for configuration attachments.

FeatureMTX: Tickets

Resume Work Notification

If you have two tickets active in MTX and you close out one of the tickets, MTX will display a notification asking if you wish to resume working on your other active ticket.

Resume Work Notification

FeatureMTX: Tickets

Ticket Schedule Notification

Ticket Schedule Notification emails will now include ticket details. In addition, the Schedule Notification window will now automatically pop-up if assigning someone else to work on a ticket during MTX's Wrap-up.

Ticket Schedule Notification

Bug FixMTX: Tickets

Various MTX Bug Fixes

  • Corrected ending Feed timeout when logout performed
  • Corrected Auto-Assign Ticket Owner
  • Corrected UserService.isLoggedIn and router-outlet issues
  • Updated Nilear to read Schedule Status Float/Firm from CW API
  • Corrected sign-up issue for ConnectWise Cloud users attempting to reactivate
UpdateConnectActive

PowerShell Scripts will now Enforce TLS v1.2

Previous PowerShell scripts uploaded AD data to ConnectActive using the host's default TLS setting. Newly downloaded versions of the PowerShell script will now force TLS v1.2 when uploading data to ConnectActive.

FeatureMTX: Tickets

New Notifications Implementation

The MTX Notification system has been rewritten to display notifications on the right-side of the display rather than covering the entire display. The main benefit being notifications will no longer interrupt your current keyboard input and your keyboard input will no longer accidentally close the notification.

New Notifications Implementation

FeatureMTX: Tickets

Emphasize Non-displayable Attachments

Previously, a Word or other non-displayable document attachment could be missed by a tech as the attachment is not displayed outside of the small icon contained in the attachment list. These non-displayable attachments will now be listed at the top along with their filename to ensure they do not go unnoticed.

Emphasize Non-displayable Attachments

Bug FixMTX: Tickets

Various MTX Bug Fixes

  • Implemented several safeguards to ensure the ticket schedule cache is loaded for live MTX tickets
  • Corrected issue of creating additional time entry during Travel From if Work Type for Travel From is also set to Onsite
  • Ensured ScheduleSync does not run against tickets already managed by MTX
FeatureConnectActive

Treat Unlicensed Office 365 Accounts as Disabled

By default, Office 365 accounts with no licenses assigned will be treated as DISABLED by ConnectActive. If you wish to treat unlicensed Office 365 accounts as active, uncheck this checkbox.

Treat Unlicensed Office 365 Accounts as Disabled

FeatureMTX: Tickets

Agreement List under New Ticket

The New Ticket tab now provides an Agreement List drop-down on the Contact and Board steps in case selecting a company contact and/or board is dependent on active Company Agreements.

Agreement List under New Ticket

FeatureMTX: Tickets

Company/Contact Links

The ticket property listing in the Ticket Summary view and the MTX Working Ticket tab view now contain the "Links" drop-down. The links are pulled from your ConnectWise Manage instance.

Company/Contact Links

FeatureMTX: General

Custom Travel To/From Work Types per Board

You can now specify if you wish to use different Travel To and Travel From Work Types based on the ticket's Board. For example, you may wish to use a different Work Type for "Travel To" on a Sales board ticket. This settings will be under Nilear -> Settings -> My Tickets (https://app.nilear.com/settings/my-tickets).

Custom Travel To/From Work Types per Board

Bug FixConnectActive

ConnectActive Bug Fix

Corrected an issue with the unlicensed count of an Office 365 subscription not being added properly to the overall count for the Agreement Addition during the automated sync.

FeatureMTX: Tickets

Time Tab for Tickets/Activities

A Time tab has been added to the Ticket and Activity Summary views. The Time tab allows you to manually add time entries as well as view existing time entries. You can also update or delete unbilled time entries.

Time Tab for Tickets/Activities

FeatureMTX: General

Use Geolocation Setting

You can now specify if you do not want MTM to geocode the member's initial starting location (geolocation is enabled by default). Disabling this feature will require the member to specify if they are traveling from home or from the office. This settings will be under Nilear -> Settings -> My Tickets (https://app.nilear.com/settings/my-tickets).

Use Geolocation Setting

Bug FixConnectActive

Various ConnectActive Bug Fixes

  • Corrected Invoiced Name listing for root Agreement Additions
  • Improved Mixed AD or PowerShell + Office 365 Contact Matching
Bug FixMTX: My Schedule

Schedule Reminder Value

  • Corrected the saving of the Reminder value to CW
FeatureMTX: Tickets

Require TSI

You can now require individuals working on tickets to provide Type, SubType, and Item values before being allowed to move a ticket status to a Resolved state. This settings will be under Nilear -> Settings -> My Tickets (https://app.nilear.com/settings/my-tickets).

Require TSI

UpdateMTX: Tickets

Actual Hours Replaced with Recorded Hours

MTX will slowly transition tickets' Actual Hours values, which represented the time a ticket was In Progress, to recorded time entry time as tickets are updated. The "Actual Hrs" time label has been replaced with "Recorded". Tickets that have not yet been updated with the new value with continue to show the old value with the label "In Progress" instead of "Recorded".

Actual Hours Replaced with Recorded Hours

Bug FixConnectActive

Various ConnectActive Bug Fixes

  • Corrected Mobile # processing
  • Moved Office 365 Membership to use userPrincipleName rather than Display Name
  • Improved Logic on when a full Sync needs to be run
FeatureMTX: Tickets

Include Child Tickets in View

You can now include Child Tickets in your Tickets view.

Include Child Tickets in View

Bug FixMTX: Tickets

Various Ticket Bug Fixes

  • Improved MTX processing of images for incoming emails
  • Corrected filtering Custom Notes by current Company Status only
  • Corrected Send Email Add Note alerting when no scheduled resources existed
Bug FixConnectActive

OU Mappings

  • Corrected issue with OU Site Mappings
  • Corrected issue with OU Mapping to Agreement Addition
Bug FixMTX: Availability

Efficiency Chips and Multiple Time Entries

  • Corrected issue when a tech created multiple time entries for the same In Progress time
AnnouncementMTX: Availability

New Time Machine Under Development

A replacement Time Machine is planned for release within the next 60-90 days. The new Time Machine will implement additional features, including the new Availability Board Teams. The current version of the Time Machine is no longer under development and all development work is now being performed on its replacement.

New Time Machine Under Development

FeatureMTX: Availability

Availability Board Teams

You can now customize the Availability Board by creating teams. For larger organizations, it can be helpful to break down the Availability Board into teams rather than displaying the whole company on a single view.

Availability Board Teams

FeatureConnectActive

Agreement Addition Top Comment

You can now add a custom Top Comment when updating Agreement Additions.

Agreement Addition Top Comment

FeatureMTX: Tickets

Ticket Tagging

Tagged tickets can assist in organizing high priority tickets, long term tickets and/or tickets assigned to others that you wish to monitor.

Once you have tagged a ticket, you can view your tagged list by clicking on the Tags icon on the "Tickets" tab.

In the Tag view, tickets that have been changed by others will be flagged as Changed. The Tags icon will turn orange when at least one of your tagged tickets have been changed.

Tagging a Ticket

You can tag and untag a ticket by opening the ticket's summary view in MTX and clicking on its Tag icon.

Change Definition

A change is defined as a ticket being updated by someone other than yourself and having at least one of the following ticket properties changed: Customer Responded, Assigned Schedules, Ticket Owner, Time Entries, Ticket Notes, Company, Contact, Status, or Board.

Removal of the Changed Status

A tagged ticket will be moved to No Changes if you update the ticket yourself or you open the ticket's summary view in MTX.

Customer Responded

If a tagged ticket has its Customer Updated flag enabled, MTX will automatically open the ticket's summary view, even if you are not otherwise associated with the ticket.

Tag Management

Tagged tickets will remain on your list even after they have been closed or deleted. As you are limited to 50 tagged tickets, it is recommended you untag tickets that are not likely to become active again.
UpdateMTX: Tickets

Customer Updated Checkbox

The Ticket Summary View in MTX now provides the option to enable the "Customer Updated" flag of a ticket.

Customer Updated Checkbox

FeatureGeneral

Change Log

Created Change Log system for Nilear; accessible directly at https://app.nilear.com/changelog