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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

Importing User Details from DB

Importing Active Directory User Details

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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 Wizard

SSO Configurations: OAuthForms

SSO Configuration : SAML

SSO ConfigurationsConfiguration: FormsOAuth

SSO Configurations: Proxy

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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 DomainDashboards

Configuring DashboardsDomain

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

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 Templates for Free-Form E-Mail Type

Configuring Templates for Line E-mail Type

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

Configuring Skill Category

Configuring Core Competency

Adding Holidays

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titleShift Management

Configuring Shifts

Allocating Shifts

Viewing Shift Roster

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titleEscalations

Configuring Auto Escalations

Configuring Manual Escalations

Expand
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

User Registration Details Report

Status Details Report

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titleReports and Dashboards

Viewing Reports

Creating New BI ReportInstant Reports

Creating New Reports_Gen

Creating New BI DashboardDashboards

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

Scripting

You can configure Themes by selecting the color, layout, font, and font size as per your preference. You can apply the configured theme to change the appearance of the Application.

To configure Themes:

  1. Select Admin > Basic > Infrastructure > Themes > Theme Configuration. The THEME CONFIGURATION page is displayed.
  2. Select the Tenant from the drop-down list and specify the Theme Name.


    Figure: THEME CONFIGURATION : Generic page

  3. Select the appropriate options on the THEME CONFIGURATION page, and then click SUBMIT. For more information about the fields on the THEME CONFIGURATION page, see Field Description.
    1. The configured Theme is displayed on the THEME LIST page. For more information about viewing and editing Themes, see Previewing and Editing Theme.

Field Description

The following table describes the fields on the THEME CONFIGURATION page:

Field

Description

Theme Name

Type in the name of the Theme.

Active

If selected, the theme configuration becomes active.

Generic tab

LOGO and TITLE

Display Logo

The check box is selected by default. If you do not want the logo to be displayed throughout the application, deselect the check box. This is the logo you have added in the Upload Logo field.

Upload Logo

Upload a logo that you want to be displayed across the application. The supported image formats are .gif,.jpeg,.jpg,.png,.bmp.

Upload Favorite Icon

Upload a favorite icon that you want to be displayed across the application. The supported image formats are .ico,.gif,.jpg,.png.

Organization Title

Specify your Organization Title.

FONT

Theme Font

Select the font that you want to appear on the application.

Font Size

Select the font size for the font you selected in the Theme Font field.

Pick Color

Select the font color for the font you selected in the Theme Font field.

PAGE TITLE

Pick Color

Select the color that you want to appear on the title of a page.

Font Size

Select the font size for the title of the page.

Top Panel tab:


Figure: THEME CONFIGURATION : Top Panel page

BACKGROUND

Pick Color

Select the color that you want to appear on the background of the top panel.

HEADER MENU

Pick Background Color

Select the color that you want to appear on the background of the text of the top panel.

Pick Font/Icon Color

Select the color for the font/icons that are displayed on the top panel.

Font Size

Select the font size for the font on the top panel.

Left Panel tab:


Figure: THEME CONFIGURATION : Left Panel page 

BACKGROUND

Pick Color

Select the color that you want to appear on the background of the left panel.

BORDER COLOR

Pick Color

Select the color that you want to appear on the border of the left panel.

FONT

Pick Color

Select the font color for the text on the left panel.

Font Size

Select the font size for the font on the left panel.

Others tab:


Figure: THEME CONFIGURATION : Left Panel page 

SERVICE CATALOG CAROUSEL VIEW

Pick Background Color

Select catalog tiles background color for carousel view.


Figure: Service Catalog: carousel view

Pick Font Color

Select the color for the fonts that you want to display on the catalog tiles for carousel view

End User Dashboard: It helps user to search and navigate to the required page without using Menus and Submenus.


Figure: THEME CONFIGURATION : End User Dashboard

END USER DASHBOARD

New End User Dashboard
Figure: Example of New End User Dashboard

Enable New Dashboard

Select the check box to enable New Dashboard page in place of traditional Dashboard page.

Select Theme Layout

Select a theme layout that you want to configure. The following layout is the default selection:


Figure: Theme Layout: Default selection

Upload Multiple Background Images

If selected, the user can upload multiple background images.

Background Image

Click Upload button and select a background image for the New End User Dashboard. The supported image formats are .gif,.jpeg,.jpg,.png,.bmp.

Background Color

Select the color that you want to appear in the background of New Dashboard page.

Advanced Dashboard Background Color

Select the color that you want to appear in the background of Advanced Dashboard page.

Font Color

Select the font color for the text on the New Dashboard page.

Logo Position

Select the Logo Position from the drop-down list. You can select Top, Center, or Both.

Display Service Catalog

  • Select "Top 5 Used Service Catalogs", if you want to display the top five used catalogs on the New End User Dashboard.
  • Select "Select Service Catalogs Manually", if you want to select the catalogs manually and display them on the New End User Dashboard.
  • Select "Do Not Show Service Catalogs", if you do not want to display the catalogs on the New End User Dashboard.

Service Catalogs

This field is displayed only if you select "Select Service Catalogs Manually" in the Display Service Catalog drop-down. Select the required Service Catalogs from the drop-down list.

Show Log Issue/Request Search

If selected, the Log Issue/Request search bar is displayed on the DASHBOARD page, where the users can search for a specific keyword and log an Incident or a Service Request.

CSS Code

Specify the CSS code to customize the End User Dashboard themes such as fonts, colors, etc. This customization can be done in addition to the regular theme configuration.

Note: Developer knowledge is required to use this feature.

JavaScript Code

By specifying JavaScript codes, you can customize and add the options as per the requirement on the End User Dashboard. This customization is available in addition to the regular theme configuration.

Note: Developer knowledge is required to use this feature.

CONFIGURE LINKS

Sort

Click the up and down arrows, to sort the order.

Page

Select the page to be displayed on the New or Advanced Dashboard page.

Page Title

Specify the selected Page Title.

Page Description

Type in the description for the selected page.

Page Color

Select the color of the Page label to be displayed in the New or Advanced Dashboard page.

ADD LINKS

Click ADD LINKS to create link of the selected page on the New or Advanced Dashboard page.

Delete

Click  icon to delete the record.

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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+Documents1

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