The first time you log in to the admin interface, you will be redirected to a page where you set up your data source, the LIME Database.

If a data source set up, you will be redirected to the settings tab

If LIME Easy is already installed on the computer, LIME Insight will detect and display a list of available data sources. If not you will have to set up the data source yourself.

Make sure the LIME_Insight user has access to the LIME Easy database file. Choose a name for you connection and fill in the path to the database.

Continue your configuration.

1. Set up the required tables and fields.

2. Set up an Lime CRM Web Service endpoint. There is a wizard in the Lime CRM Administration tool (LISA). If LIME Insights is installed on an another server then Lime CRM Web Service you need to open up the port you choose for the end-point. Do not use port 1113 if it is placed on the same server.

3. Restart Lime CRM Web Service.

4. In LIME Insights admin page you choose Lime CRM as Type, Name it to something recognizable (recommend database name), set the binding to Basic HTTP and then enter the path to the Web Service address and save.

5. Continue your configuration.

The server address is the address used by LIME clients to connect to the LIME Insight server. A qualified guess is initially made about the server address. This guess is the name of the server computer. If you are only going to use LIME Insight on your local network, this will probably work fine.

However if you want to use LIME Insight outside of your local network, this address will definitely be wrong and needs to be set manually to either an IP- or DNS-address. Port 1113 also needs to be opened in the firewalls.

Remember if you expose LIME Insight over the internet all information will be publicly available, as there is no user authentication.

As mentioned above, The server address is used for the LIME clients to show the Insight tab with containing info, so we need to put the server address somewhere our LIME clients can read. * In LIME Easys case the server address is stored in KONTAKTD.INI (the shared ini file found in the database folder). * In LIME Pros case the server address is stored in the Settings table in the database.

Note that these settings won't magically disappear when uninstalling LIME Insight, so if you do uninstall and want to remove the Insight tab from the LIME clients you will have to do this manually

Enter the license key provided by Lundalogik, otherwise it will stop working after 30 days when the trial period ends.

LIME Insight will try to find matching hits from your data source based on the insight settings you provide under the Insight tab. Set to empty or zero for default value of 10 minutes.

Setting the timeout to a long time might be useful if you feel LIME Insight is using too much of the servers resources.

If a new insight is created or an existing is modified an new match making will be initiated immediately.

If you've made some changes in your LIME solution (e.g edited some fields) and you want the changes to be reflected immediately in the LIME Insight admin interface, press the refresh data button.

Allows you to add or edit a data source from which you want LIME Insight to read and match information.

The LIME Insight log file is mainly used for troubleshooting, or maybe if you want to do some “light” reading with your morning coffee. The log file can be quite large, but it can be filtered using the input box at the top, so you can search for events that you might be interested in. If there is a need for further troubleshooting and support the log file can be exported to a zip-file that then can be sent to Lundalogiks tech support.

You can set up different coworker groups. This is mainly done in order to display a group of coworkers and their summarized goals. A coworker can be a member of many groups. It is also possible to create insights with coworkers included from many groups - say a coworker that’s both in the group “Sales” and in the group “Stockholm”.

Insights are created in the Insight view. The first step is to select what you want to measure. You can measure activities logged to the history/note or value fields from the project/business, which could be used to give you an insight into your sales pipe or expected income.

Next you need to specify the coworkers, or groups, that you want to address to the Insight. When selecting a coworker, or group, a new box will appear below where goals can be set for any month.

All goals are set on a coworker level. Goals for groups are automatically summed up from group members. The goals for the entire insight is calculated from the unique coworkers used - so there are no duplicates even if a coworker is included in more than one selected group (this can be useful if groups are used for both geographical divisions and business divisions).

To get started the Set Base Goal input can be used, the entered base goal will be copied to all goals of the current year on the current coworker.

Goals can also be modified on for each month by either dragging the colored balls in the graph, or by entering a number in the text boxes above.

The Copy-button is a smart tool which allows you to copy goals from the previous year, or from another coworker. It also allows you to copy goals from the current coworker to everyone else, or a certain group. An important note about Copy is that it only works on the selected year of the current coworker.

After saving your insight settings the server will then try to find matches and calculate the results. You should be able to see the results within a couple of minutes.

Insights are displayed on the base URL of the server (e.g. http://localhost:1113). Pressing an insight lets you dig deeper into what actually makes up it’s score. There are also filters available at the top where all insights for a certain coworker or group can be displayed at once.

Open a web browser and enter the address to the Insight server (http://localhost:1113/tv).

All available insights will be displayed and you can choose which to be displayed in the slideshow. Press “Play” to start the slideshow.

If the web browser doesn't enter full-screen mode automatically, press F11 in your browser then reload the page (F5). The reload will make sure that all elements are sized properly.

The slideshow will automatically update Insights.

Underneath the insight-card circular markers are used to indicate the colors of the corresponding Insights, in this way you can get an overview of the company status with a quick glimpse at the screen.

The Administration interface only works in modern browsers as well as Internet Explorer 9, or above. The display of insights requires Internet Explorer 8, or above. If you are using Internet Explorer 8 and accessing Insights on a local network, the default configuration might make Internet Explorer 8 run in Compatibility Mode and result in the “Your browser is not supported”-message being displayed. Follow the instructions at the bottom to to make things work. Versions of Google Chrome, Mozilla Firefox, Opera and other standards compliant browsers should all work perfectly - unless they are really, really outdated (we’re talking years here).