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On the Application Settings page, you can configure various options, such as custom logos, dashboard, label names, and so on in the SummitAI application as per the requirements of your organization or customers.
To configure Application Settings:
- Select Admin > Basic > Infrastructure > Application Settings.
- On the APPLICATION SETTINGS page, make the required selections as per the requirements of your organization. For more information about the fields on the APPLICATION SETTINGS page see, Field Description.
- Click SUBMIT. The configurations are saved and the changes are reflected on the relevant pages.
Complete page is upgraded with Search functionality that is added which aids in searching a particular field on the UI.
The left panel is equipped with a menu which navigates within the page to the specific part. This eases the navigation in this page as illustrated in subsequent figure.
Figure: Left Navigation and Search functionality introduced
The following figure illustrates the previous screenshot of Tahoe SP1 for comparison.
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Figure: APPLICATION SETTINGS page |
Anchor Field Description Field Description
Field Description
| Field Description | |
| Field Description |
The following table describes the fields on the APPLICATION SETTINGS page:
Fields | Description | |||||||||
GENERAL | ||||||||||
Current Organization Logo | Displays the current logo of the organization. Click the Delete icon to delete the current logo of the organization. | |||||||||
Upload Logo | Click the Upload icon to browse and upload a logo image. | |||||||||
Upload Favorite icon | Click the Upload icon to browse and upload the favorite icon image. | |||||||||
Current Organization Title | Displays the title of the current organization. | |||||||||
Organization Title | Specify the name of the organization. | |||||||||
Default View | Specify the default view to display list of Service Requests or on the SERVICE REQUEST LIST and MY WORKGROUP INCIDENTS pages (Tile View or Tabular View). | |||||||||
Default View for New Service Request | Specify the default view for logging new Service Requests. | |||||||||
Help File Path | Specify the path for the help file. | |||||||||
Enable My skills | Select the check box to display My Skills on the MY PROFILE pop-up page. | |||||||||
Enable Guide Me Menu | Select the check box to enable Guide Me menu for the users. | |||||||||
Enable Guide Me Widget | Select the check box to enable Guide Me Widget for the users. | |||||||||
Select Chat Option | This option enables you to configure the Chat options in the SummitAI application. | |||||||||
Enable Chat for End User | If selected, the chat icon is displayed for end user on the INCIDENT ID and SERVICE REQUEST ID pages. If the Chat Option is selected as Basic, the basic chat icon is displayed adjacent to the Analyst name. However, an advanced chat icon is displayed on the DETAILS tab header, if the Chat Option is selected as Advanced. | |||||||||
Chat Hub URL | Type in the URL where the chat hub is configured. Note: Chat Hub URL field is displayed, when Advanced option is selected in the Enable Chat drop-down list. | |||||||||
Valid Attachment Extensions | Specify the attachment extensions you want to support across the application. For example: .jpg, .jpeg, .png, .gif, .pdf, .doc, .docx, .key, .ppt, .pptx, .ppsx, .odt, .xls, .xlsx, .zip, .html, .msg, .txt, .rtf, .eml, .mpp, .lic, .csv and so on.
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Enable Voice Call | Select the check box to receive voice calls on logging the incidents. | |||||||||
Enable Web Notification | Select the check box to provide the User an option to enable or disable web notification(s) on the MY PROFILE pop-up page. | |||||||||
Enable Mobile Notification | Select the check box to provide the User an option to enable or disable mobile notification(s) on the MY PROFILE pop-up page. | |||||||||
Disable Refresh Interval | If selected, auto refresh after a specified interval becomes disabled for the INCIDENT LIST, SERVICE REQUEST LIST, and ANALYST DASHBOARD pages. | |||||||||
Enable MongoDB | If selected, all the attachment files are stored in the MongoDB instead of the SQL Server DB. | |||||||||
| Enable Assistant | Select the Enable Assistant check box to enable the Digital Agent with SummitAI application, and once selected, the following options are displayed to configure the Digital Agent with following parameters.
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| Assistant Name | For version 1.0 = Specify the static name such as Cinde. For version 2.0 = Specify the Bot ID which is assigned for a specific Bot. | |||||||||
| Assistant Key | Assistant key is generated in the backend and is provided via implementation team. | |||||||||
| Token Expiry Limit (in mins) | Specify the expiry time in minutes. It will be used to generate the Auth token expiry. For Example: Token Expiry Limit is 60 minutes then the external Auth Token will get expired. | |||||||||
| Tenant | Select the required Tenant for which the Digital Agent is supported from the available options. For version 2.0 - You can select the multiple Tenants at the same time. For version 1.0 - You can select a single Tenant at the same time. | |||||||||
| Assistant Base URL | Specify the environment Assistant base URL and is provided via implementation team. | |||||||||
| Assistant Version | Specify the version of Digital Agent which you want to integrate with Summit application such as 1.0 or 2.0. | |||||||||
Disable Concurrent Update | If selected, multiple analysts cannot update the Incident or Service Request simultaneously.
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Enable Concurrent License Notification | If this check box is selected, the next available analyst forcefully logged in as an End User receives notification when the concurrent license is available. A Concurrent Analyst logs in as an End User when all the Concurrent Licenses are in use. | |||||||||
Enable Global Tenant Configuration | If selected, Administrator can create Global Tenants. Example: On the PRIORITY page, when Global Tenant is selected, already configured Global Priorities are displayed. These Global Priorities are indicated with globe Icon and configured by the Administrator. | |||||||||
| Duplicate Login Pop-up Message | Specify the message to be displayed when two users are trying to access the Application using the same set of credentials (See: Signing In in SummitAI Platform Help). This message is displayed on the DUPLICATE LOGIN pop-up message. Note: The Administrators can use the default Duplicate Login message or can customize the message as per the organization's policies. | |||||||||
| Enable Online Translation | Select this check box to enable Language Translation (see Language Translation) in the SummitAI application. If selected, the Language icon is displayed on the Quick Actions bar of the Application (see: Describing the User Interface). | |||||||||
| Online Translation Integration Script | This field appears when the Enable Online Translation check box is enabled. On clicking the To enter a script of your choice, write the header Integration Script in the Header Script field and body Integration Script in the Body Script field. For information about Language Translation, see Language Translation. | |||||||||
| Enable End User Dashboard Tabs for Themes | Enable the Enable End User Dashboard Tabs for Themes checkbox to make the Tenant Based Self Service Portal feature available to the users. End Users can select the tabs on the End User Dashboard page. For more information, see Configuring Themes. | |||||||||
| Restrict Address Book and CC users based on the Logged in User’s Customer | Select this checkbox to restrict the display the list of customers based on the logged in user’s customer. The logged in user will be able to view the customers belonging to his customers only. | |||||||||
| RE-AUTHENTICATION | ||||||||||
| Re-Authentication Type | Select the method of second level authentication. Available options are as follows:
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| Send OTP via | Select the method of receiving OTP. Available options are as follows:
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| OTP expires In | Specify the time in minutes for which the OTP will be valid. The default OTP Expiry time is 3 minutes. The minimum OTP Expiry time is 1 minute. The maximum OTP Expiry time is 15 minutes. | |||||||||
MODULES | ||||||||||
INCIDENT MANAGEMENT | ||||||||||
User Dashboard Page | Allows to configure the components to display on the USER DASHBOARD page:
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Enable Feedback Page Without Authentication | Select the check box to display FEEDBACK pop-up page without logging into the application. This is applicable only for forms login. This works when the End User clicks on the hyperlink or image in the Incident/ Service Request e-mail notification. | |||||||||
Enable Information Ticker On Incident List | Select the check box to display the Information Ticker that shows the information about Incidents on the INCIDENT LIST page. For more information about the INCIDENT LIST page, see Service Management. | |||||||||
Enable IVR Mode on Log Incident and New Service Request for User | If selected, the following actions take place:
Note: This works in the same way for Service Requests. For more information, click here. | |||||||||
Caller Contact Number Attribute ID | Select the applicable attribute that is to be mapped with the IVR systems of the Organization. The attribute list is configured under the CUSTOM TAB of the NEW USER DETAILS page. For more information, see Adding Users. | |||||||||
Caller Contact Number Attribute Name | Type in the Attribute name for the selected Attribute ID. | |||||||||
Unique Call ID Name | Type in the Unique Caller ID name that you want to include in the query string. | |||||||||
Allow Different Tenants for Incident and Work Order | Select this check box to allow selection of different Tenants while creating Work Orders for Incident. | |||||||||
Display User Communication details of the Analyst in E-mail Notifications for Incident Management | Select this check box to display the User Communication details of the Analyst in the e-mail notification. Note: The key *IM_USERCOMM_TABLE* must be included in the mail body of the NOTIFICATION TEMPLATE. | |||||||||
Display User Communication details of the End User in E-mail Notifications for Incident Management | Select this check box to display the User Communication details of the End User in the e-mail notification. Note: The key *IM_USERCOMM_TABLE* must be included in the mail body of the NOTIFICATION TEMPLATE. | |||||||||
View Other Workgroup Incidents check box | Select this check box to allow Analysts to view the Incidents of other Workgroups .
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Device-wise Attribute Name for Incidents | Specify the Attribute name (Serial Number, Asset code etc.) based on which the data should be populated in the INCIDENT BY DEVICE REPORT. | |||||||||
WORK ORDER | ||||||||||
Allow Workgroup Change | If the check box is selected, the Workgroup can be changed for the Incident. | |||||||||
SERVICE REQUEST | ||||||||||
Allow Different Tenants for Request and Work Order | Select this check box to allow selection of different Tenants while creating Work Orders for Service Request. | |||||||||
Include SR Details in the SR E-mail | Select this check box to display the Custom Attributes configured in the Catalog in the End User SR notification e-mails. Note:
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Display User Communication details in E-mail Notifications for Service Request Management | Select this check box to display the User Communication details in the e-mail notification. Note: The key *SR_USERCOMM_TABLE* must be included in the mail body of the NOTIFICATION TEMPLATE. | |||||||||
View Other Workgroup Requests Check Box | Select this check box to allow Analysts to view the Service Requests of other Workgroups.
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Enable E-Procurement URL | Select the check box and enter the E-procurement URL on the corresponding field to enable the E-procurement module for the application. | |||||||||
Service Catalog/ Service Category Tile Color | Specify the color code (in HEX) to set the tile color for all the Service Catalogs and Service Categories. | |||||||||
ASSET MANAGEMENT | ||||||||||
My Asset Page | Allows to configure the components to display on MY ASSET LIST page:
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CHANGE MANAGEMENT | ||||||||||
Customer Label Name | Specify the label name for Customers in the Change Management module. | |||||||||
KNOWLEDGE MANAGEMENT | ||||||||||
Access to Retired Status Knowledge Records | Based on the selection of the check boxes, you can define the Role who can retire the Knowledge Records. | |||||||||
MENU SETTINGS | ||||||||||
Show Only Icons on Menu Bar | If selected, only icons are displayed on the menu bar. The users need to re-login to the application to see the change. | |||||||||
USER PROFILE DISPLAY | ||||||||||
Regulate the visibility of caller attributes | On clicking the User Name in the transactional records, the Caller Details pop-up opens that displays different details related to the caller under different tabs which are General, Additional Attributes, Asset Details, Chatbot, Organization Details, SR Additional Information. You can restrict theattributes about the caller that will not be displayed to the usersin the Caller Details section of the transactional records. Click the checkboxes against the respective tabs which you want to display in the Caller Details section.
Figure: Restrict caller details configuration Only the tabs which are enabled under Regulate the visibility of caller attributes will be displayed in the Caller Details pop-up of the transactional records. In the transaction record details screen, the following caller attributes will be displayed in the Caller Details pop-up:
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Incident Management | Select the pages for which the user profile information should be displayed: Log Incident Page, My Incident Page, and Incident Details Page/ Log Incident For User. | |||||||||
Service Request Management | Select the pages for which the user profile information should be displayed: Log Service Request Page, My Service Request Page, Approve Service Request Page, and SR Details Page. | |||||||||
Fields | Select the fields that should be displayed in the user profile for both the Incident Management and Service Request Management modules. You can also specify a label name for the field to be displayed. | |||||||||
AUDIT LOG - E-MAIL NOTIFICATION CONFIGURATION | ||||||||||
Select | Select the check box against the Module Name for which you want to send e-mail notifications when a field value is changed on the Configuration page. | |||||||||
Module Name | Displays the Names of the Modules available in the SUMMIT application. | |||||||||
E-mail ID | Configure the e-mail recipients for the modules to whom you want to send e-mail notifications when a field value is changed in the Configuration pages of a specific module. | |||||||||
REMOTE DESKTOP SHARING | ||||||||||
| Enable Basic Remote Desktop Sharing | If you want to enable the Basic Remote Desktop Sharing (free version) in the SUMMIT application, select the check box. | |||||||||
Enable Advanced Remote Desktop Sharing | If you want to enable the Advanced Remote Desktop Sharing (paid version) in the SUMMIT application, select the check box. | |||||||||
| Hosted On | Select the type of SummitAI application installation type for enabling Advanced Remote Desktop Sharing, On-Premise or On Cloud. | |||||||||
| RDP Type | Select the RDP type. Available options are as follows:
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Configuration Name | Specify the unique configuration name for the selected RDP session to identify it in the system later. | |||||||||
Advanced Remote Desktop Sharing URL | Type in the Remote Desktop Sharing URL. | |||||||||
Tenant ID | Specify the Tenant ID. | |||||||||
Client ID | Specify the Client ID. | |||||||||
Secrete Key | Specify the Secrete Key. | |||||||||
Capture Meeting Details | Enable it to if the meeting details has to be captured. | |||||||||
Code | Specify the code. | |||||||||
Integrated Redirect URL | This field is visible if RDP Type is selected as Webex. Specify the integrated Redirect URL which has been integrated at Webex portal while creating the App. For more information, refer to Prerequisites. | |||||||||
Token | This field is visible if RDP Type is selected as TeamViewer. Specify the token which has been created. For more information, refer to Prerequisites. | |||||||||
Is Default | Select this checkbox to make the selected RDP configuration as default configuration. | |||||||||
Active | Select this checkbox to make the selected RDP configuration as active. | |||||||||
Capture Audit Log | Select this checkbox to capture the Audit Log of the selected RDP configuration under Audit Log hyperlink (Remote Desktop Sharing > Session History > Advanced). | |||||||||
URL Display Name | Type in the Display name for the URL. | |||||||||
User Name | Type in the User Name. | |||||||||
Password | Type in the Password. | |||||||||
Confirm Password | Re-enter the password to confirm. | |||||||||
USER SEARCH TILE | ||||||||||
Enable User Search Tile | Select the check box to display the configured details on the User Search Tile. | |||||||||
Display Mode | Select the required option from the drop-down list
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Fields | Select the fields that should be displayed in the user search tile. You can also specify a label name for the field to be displayed. | |||||||||
For more information about Licensing, see SummitAI Service Management Licensing.
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