Quick Connect

Quick Connect is a feature of your CPAM server that enables you to engage in a session. Quick Connect generates a single-use key that allows you to quickly support a remote system. It uses the remote user's Java Plug-in, so the remote system does not need a full Gatekeeper installation.

Requirements

To use Quick Connect, your role must have the permission to use Quick Connect. Contact your System Administrator for more information.

Quick Connect Page

The Quick Connect page provides an overview of your active and recent connections.

A connection is Active when a person is connected to the CPAM server.

The connection will switch to Inactive 20 minutes after the last user disconnects.

To find someone you've recently connected with, type two or more characters into the Email or Name fields. A list will appear showing people you've connected with recently. Select a person from the list to start a Quick Connect session. The system will email them the new key.

  • Active Connections: The Active Connections section displays the people to which you are currently connected.

  • Recent Connections: The Recent Connection section displays the last 25 People to which you've connected over the past 30 days.

To sort the list, click on any column header or the active column with the down arrow.

Click on the Customer Name to view that customer or click on a Gatekeeper Name to view their details.

Click Connect to connect to a Gatekeeper.

Connect to a Quick Connect Session

To initiate a Quick Connect session, open the Quick Connect page. Then follow the next steps:

  1. Enter an email address.

  2. Provide a name (Optional).

  3. Send the invite.

If you want the remote user to automatically connect when they click their link, leave the pop-up window open.

When the connection is established, you can begin using the remote services.

IMPORTANT:
Quick Connect enables you to share your screen with your end-user during a session. When you share your screen with your end-user, they do not have permission to control any part of your device.

Connections

A Connection is required to support a remote system. This connection is established between the Quick Connect Gatekeeper running on the remote system and the CPAM server. Once the connection is established, it becomes Active allowing you to access the necessary services on the remote network.

By default, the connection becomes Inactive 20 after the last user disconnects. An Inactive connection means that the Quick Connect Gatekeeper is not longer connected to the CPAM server.

IMPORTANT:
Quick Connect enables you to share your screen with your vendor during a session. When you share your screen with your vendor, they do not have permission to control any part of your device.

The Public Connections section shows all active connections on the CPAM server that have not been marked as private. Other users on the CPAM server can see these connections and may connect to them as well.

The Private Connections section shows all active connections on the CPAM server that have been marked as private. Other users on the CPAM server can see these connections, but cannot connect to them —not even Administrators.

To view connection details or see the other users currently connected, see the View Session page.

From this page, you can click View History to access the detailed connection history in the reports section.

If you're a System Admin or the Connection Owner you can click End Connection to manually disconnect users and end the connection. While you can end a connection manually, it will automatically end when idle, after the last user disconnects.

The Connection Access field specifies who can connect. By default, access is set to public. The connection owner can change it to Private to prevent further connections, even from System Admins.

The Connection Users list shows all users currently connected. System Admin can disconnect any user from this list.