The CloudRadial desktop tray application puts the power of CloudRadial on your client's Windows workstation. The tray application frames the client portal website and offers these additional advantages:
- Enables execution of local PC applications.
- Adds configuration information to client tickets for ConnectWise and Autotask.
- Attaches diagnostic information from the local PC with items such as recent DNS entries, running services, memory, and more.
- Lets users easily add a screenshot of all their active monitors to a ticket.
- Provides a self-renewing login token to provide an always-connected portal after the first login.
- Allows defining the portal icon and custom links for the application and the tray icon.
- Allows Broadcast messages sent to appear as a Windows toast notification.
Setting the Application Icon
- Go to Partner > Settings
- Choose Desktop Application (located under the Configuration column on the right).
- Select Settings at the top right.
- There will be a section for two icons
- The first logo controls the image on the taskbar and the desktop.
- This image should be 256x256x px, and must be a PNG file stored within the Media Library in CloudRadial.
- The second logo controls the image used in the system tray.
- This image should be 32x32 px, and must be a PNG file stored within the Media Library in CloudRadial.
- The first logo controls the image on the taskbar and the desktop.
- Finalize your settings and select Submit at the bottom to save.
- Once the application images have been set, the option to Build Installer will be available below to create the executable file to deploy out.
- (Optional) If you are updating an image or fixing a broken image from a previous installer build, you will need to rebuild the installer to include the new images into the EXE package.
The option to rebuild the installer is found beneath the installer download area. Be sure to remove the old EXE first and then install the new one with images. Installing the new one over the old one will not replace it.
Note: Windows 10 and 11 use a Desktop Icon Cache, which can cause the Desktop Tray Icon to appear outdated if you don’t uninstall, reboot, and reinstall when updating the icons. To update the Application Icon without uninstalling the previous Desktop Tray installation or requiring a reboot, you need to rebuild the Desktop Icon Cache. You can do this by running the following commands in an elevated command prompt, or adding these commands to your installer script:
-
ie4uinit.exe -show
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taskkill /IM explorer.exe /F
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DEL /A /F /Q "%localappdata%\IconCache.db"
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DEL /A /F /Q "%localappdata%\Microsoft\Windows\Explorer\iconcache*"
Setting the Desktop App Name
- The name for the application comes from the Partner > Settings > Account & Branding > Branding > Log In > Log In Portal Name setting
- If you make changes to your portal name or desktop icon, you will need to rebuild the installer using the link provided.
Building Your Custom Installer
- Go to Partner > Settings and choose "Desktop Application'.
- Click on the Build Installer button (if it has not previously been built) or choose the Download Installer button to download the current version.
- If you make changes to your portal name or desktop icon, you will need to rebuild the installer using the link provided.
Adding Custom Links for All Clients
- Go to Partner > Settings and choose the option for "Desktop Application".
- Add the links you want to appear in the application and any image URLs for them.
- You can have the links appear when the app is minimized or open. Links on the open window appear under the View menu.
- Links can reference web applications, local programs (see below) or internal pages such as /app/service/report or /app/service/request.
Adding Custom Links for Specific Clients
- Go to Partner > Clients and open the client.
- Go to the Desktop Links tab that appears on the client profile page.
- Add links that will appear specifically for the client.
You do not need to rebuild the application after changing the custom links. Users will have access to the new links when they restart the application or choose the Refresh menu option.
Deploying the Desktop Tray Application
Please see this article for deployment information Installing the Desktop Tray Application.
Running Local Applications
Applications launched from menu items within CloudRadial can invoke local applications as well as web applications. Local applications do not appear outside of the tray icon unless the Edit All option is chosen.
Local application URLs start with a drive letter such as C:\... or start with the following options to reference local folders:
- %ProgramData%
- %ProgramFiles%
- %ProgramFiles(x86)%
- %SystemDrive%
- %Temp%
- %UserProfile%
Running Special Commands
You can add other commands that will trigger internal operations in the Desktop application. These applications are determined based on the URL parameter. The available options are:
- refresh - Refresh the browser view
- screenshot - Opens the screenshot window
Interacting with Broadcast Messages
Broadcast messages sent to the tray application will also appear as a Windows toast notification. Links in the toast notification work as they do in the web application.
Adding a Screenshot to Tickets
When you create a service ticket through the desktop application, you can add a screenshot to the service form. This helps clients and end users better explain their issues.
- Note - HaloPSA does not yet have this functionality.
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