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titleGeneral

About SummitAI IT Management Suite

Signing In

Describing the User Interface

Alerts and Approvals

Viewing and Updating Your Profile Details

Global Search

Personalizing Pages

Forgot Password

Logging Out

Delegating Role

Signing In As Another User

Switching Tenant

Searching Users

Help File Conventions

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titleConcepts

Document Repository

Global Tenant

Multi-tenancy

Concurrent License Allocation

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titleAdministrators
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titleBasic
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titleUsers

Adding Users

Viewing User List

Configuring Role Templates

Role Template Menu Configuration_GM

Role Template Other Configuration

Configuring Custom Tabs

Resigned Approver List

Viewing Switch User List

Configuring Switch User

Importing User Details Using Excel_General

Importing User Details from DB_General

Importing Active Directory User Details_General

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titleInfrastructure
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titleTheme Configuration

Configuring Themes

Previewing and Editing Themes

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titleSSO Configuration

SSO Configuration: OAuth Gen

SSO Configuration : SAML Gen

SSO Configurations: Forms Gen

SSO Configurations: Proxy Gen

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titleForm Builder

Form Builder

Custom Fields

Configuring Custom Fields for Customers

Configuring Custom Fields for Users

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titleCommon Masters

Configuring Common Master Types

Configuring Common Masters

Configuring Geographic Location

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titleWidgets

Configuring Widgets

Configuring Widget Tabs

Configuring Widget Reports

Configuring Widget Report Access

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titleExport/Import

Importing Configurations by Template

Exporting Configurations by File

Importing Configurations by File

Configuring Tenant

Configuring Domain

Configuring Dashboards

Configuring Application Settings

Importing Master Template

Configuring Analysts

Mapping Language Translation

Configuring Workgroups

Report Builder

Configuring Custom Scheduler

Archiving Data

Configuring Periodic Survey

Configuring Simple Mail Transfer Protocol (SMTP)

Configuring Web Services

External Web Service Mapping

Proxy View Admin

Viewing Proxy Server Details

Configuring VLAN

Mapping VLAN to Proxy

Configuring Digital Signature

Configuring ServiceNow

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titleWorkflow

Configuring SR Approval Workflow

Configuring CR Approval Workflow

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titleCustomers

Adding Customers

Viewing Customer List

Configuring Customer SLA Matrix

Configuring Custom Tabs for Customers

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titleVendors

Adding Vendors

Viewing Vendor List

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titleAdvanced
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titleDiscovery and Monitoring

Configuring Vendor MIBs

Discovery Configuration

Configuring Monitoring Accounts

Configuring Scripts

Configuring Scripts Based Monitoring

Configuring SNMP MIB

Configuring SNMP Based Monitoring

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titleDocuments

Configuring Standard Operating Procedures

Viewing Documents

Uploading Documents

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titleNotifications

E-mail Parsing

Configuring Mailbox

Configuring Notification Parser

Configuring Notification Templates

Configuring SMS Gateway

Configuring Voice Call Gateway

Configuring Bulletins

Configuring Alerts

Adding Master Configuration

Configuring Conference Call

Configuring Push Notifications

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titleCompliance

Configuring Compliance Profiles

Allocating Compliance Profiles

Agent Contact Information

Viewing Modifying Profile Configuration

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titleProductivity

Configuring Skills Gen

Configuring Skill Category

Configuring Core Competency

Adding Holidays

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titleShift Management

Configuring Shifts

Allocating Shifts

Viewing Shift Roster Gen

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titleEscalations

Configuring Auto Escalations

Configuring Manual Escalations

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titleLicense

License Usage

License Acceptance

License Monitoring

Allocating Concurrent License

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titleGDPR

GDPR

Configuring GDPR

Guide Me

Expand
titlePassword Management

Password Management

Configuring Administrator

Configuring Security Questions

Mapping Security Questions

Configuring Keyword Message

Managing User Account

Configuring Password Expiry

Status Details Report

User Registration Details Report

Configuring Password Expiry

Password E-mail Audit Log

Creating AD Property

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titleReports and Dashboards

Viewing Reports

Creating New BI Report

Creating New BI Dashboard

Discovery Scan Error Report

Summit Audit Log for Login Accounts

SUMMIT Configuration Audit Report

Survey Report

License Trend Report

GDPR Status Report

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titleOthers

Tenant Department Customer

Configuring Auto Escalation for Incident By SLA

Configuring Auto Escalation for Incident By Time

Configuring Auto Escalation for SR by Time

Configuring Auto Escalation for SR by SLA

Configuring Mailbox

Proxy View

Configuring Vendor MIBs

Summit Audit Log for Login Accounts Gen

Scripting

The Common Master is a unique feature in the SummitAI application that allows the Administrators to set most commonly used label names and drop-down values across all the modules. If there is a change or addition required in the label names or drop-down values, this feature saves the efforts of the Administrator to make the same changes in all the pages separately. In other words, it simplifies the customization process required to be done by the Administrators for most commonly used labels names and drop-down values. For example, a Tenant should be displayed in all the Service Catalogs. Instead of modifying the Tenant for all the Service Catalogs separately, the Administrators can modify the same in the COMMON MASTERS page and map accordingly. It makes the change available across all the Service Catalogs.

To configure common master values:

  1. Select Admin > Basic > Infrastructure > Common Masters > Common Master Configuration.
  2. On the COMMON MASTERS page, click ADD NEW on the ACTIONS panel.
  3. Select the Master Type, type in a Value, provide the Sort Order, and select the Active check box to make it an active master value.
  4. Click SUBMIT. A new Common Master value is configured.

    COMMON MASTERS page
    Figure: COMMON MASTERS page

Field Description

The following table describes the fields on the COMMON MASTERS page:

Field

Description

Master Type

Select the Master Type from the drop-down list that is added in the COMMON MASTER TYPES page.

Value

Type in the value for the selected Master Type.

Sort Order

Specify an order to view the value in the drop-down lists on the mapped pages.

Active

If selected, the configuration becomes active.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the COMMON MASTERS page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the values configured for Common Master Type in the SummitAI application.

 
Figure:  COMMON MASTERS page: List of common master type values

  • To edit a common master value, click the configured Value. Make appropriate changes and click SUBMIT.
  • To display the inactive common master values, click the Include Inactive check box.

Note
titleNote:

When the common master values are displayed under the LIST table, the ADD NEW and IMPORT COMMON MASTERS actions are displayed on the ACTIONS panel.

  • Click ADD NEW to add a new Common Master Value.
  • Click IMPORT COMMON MASTERS to import Common Master values. For more information about importing the Common Master values, See Screen Shot.
    The EXCEL IMPORT COMMON MASTERS page is displayed. Select the Master Type, upload the Microsoft Excel sheet with the Common Master values in the Source field, and then click SUBMIT.

    EXCEL IMPORT COMMON MASTERS page - GENERAL tab
    Figure: EXCEL IMPORT COMMON MASTERS page - GENERAL tab

    The Microsoft Excel sheet with the Common Master values is uploaded. Select the appropriate sheet in the Source column and click NEXT.
    EXCEL IMPORT COMMON MASTERS page - GENERAL tab - Selecting the sheet to upload Common Master values
    Figure: EXCEL IMPORT COMMON MASTERS page - GENERAL tab - Selecting the sheet to upload Common Master values

    The MAPPING tab is displayed. Select the appropriate value in the Source column to map with the Destination column and click NEXT.
    EXCEL IMPORT COMMON MASTERS page - MAPPING tab
    Figure: EXCEL IMPORT COMMON MASTERS page - MAPPING tab

    The PREVIEW tab is displayed. Select the check box in the Discard column against the values that you do not want to import, and then click SUBMIT.
    EXCEL IMPORT COMMON MASTERS page - PREVIEW tab
    Figure: EXCEL IMPORT COMMON MASTERS page - PREVIEW tab

    The Common Master values are successfully imported for the selected Master Type.

Filters 

Click the Filters icon to specify a particular filter criteria to display Common Master Type values. On clicking the Filters icon, the FILTERS pop-up page is displayed. Select the Master Type and click SUBMIT.


Figure:  FILTERS pop-up page

Note
titleNote:

If you select the Master Type as Location, an additional filter criteria Domain is displayed.

Common Masters page - Filters pop-up
Figure: Common Masters page - Filters pop-up


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truenoneRelease Noteshttp://summitconfluence.symphonysummit.com:8090/display/PD/SUMMIT+Release+NotestruenoneInstallation Guide http://summitconfluence.symphonysummit.com:8090/display/PD/Installation+GuidetruenoneOther Documents http://summitconfluence.symphonysummit.com:8090/display/PD/Other+Documents