Configure the Connect2Help tray tool

Use the Connect2Help Configuration Tool to create a customized installation package for the Connect2Help tray tool. This includes branding, menu actions, and installer settings.

Requirement

Connect2Help requires a Service Organization ADMIN (SO Admin) account in N-central.

Create a dedicated account so credentials do not unexpectedly change. For more information, see What are permissions.

Configure the tray tool

  1. Start the Connect2Help Configuration Tool and choose Next.
  2. In the Choose File tab:
    • Select Create a new configuration, or
    • Select an existing file to edit an existing configuration.

  3. Choose a location, enter a file name, then select Save.

  4. In the Icons tab, Select icon for each status, or Use default icons.

  5. Choose Next.

  6. In the Pop-up Text tab, enter the tooltip text to display when users hover over the system tray icon.

  7. Click Next.
  8. In the Branding tab, configure the tray menu appearance, including header text, colors, and logo.
  9. Choose Next.

  10. In the Menu Items tab, add and configure tray menu actions. Select an action type to configure:

    11. After competing a menu, select Menu Items to add more items.

  11. Choose Next.
  12. In the Installer Options tab, configure the application name, publisher, and installer file name used to generate the installation package.

    13. Only one installer file type is required, depending on the operating system of the target device.

  13. Review your settings in the Summary tab.
  14. Select Save then Close.

The configuration tool generates an .MSI file that you can deploy to managed devices.

Next step

Deploy the Connect2Help tray tool: