Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Published by Scroll Versions from space WS and version Alps
Panel
borderColor#72B0DE
bgColor#72B0DE
Digi accordion
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

Digi accordion
titleConcepts

Document Repository

Global Tenant

Multi-tenancy

Concurrent License Allocation

Digi accordion
expandedtrue
titleAdministrators
Expand
titleBasic
Expand
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

Expand
titleInfrastructure
Expand
titleTheme Configuration

Configuring Themes

Previewing and Editing Themes

Expand
titleSSO Configuration

SSO Configuration Wizard

SSO Configurations: Forms

SSO Configuration : SAML

SSO Configuration: OAuth

SSO Configurations: Proxy

Expand
titleForm Builder

Form Builder

Custom Fields

Configuring Custom Fields for Customers

Configuring Custom Fields for Users

Expand
titleCommon Masters

Configuring Common Master Types

Configuring Common Masters

Configuring Geographic Location

Expand
titleWidgets

Configuring Widgets

Configuring Widget Tabs

Configuring Widget Reports

Configuring Widget Report Access

Expand
titleExport/Import

Importing Configurations by Template

Exporting Configurations by File

Importing Configurations by File

Configuring Tenant

Configuring Dashboards

Configuring Domain

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

Expand
titleWorkflow

Configuring SR Approval Workflow

Configuring CR Approval Workflow

Expand
titleCustomers

Adding Customers

Viewing Customer List

Configuring Customer SLA Matrix

Configuring Custom Tabs for Customers

Expand
titleVendors

Adding Vendors

Viewing Vendor List

Expand
titleAdvanced
Expand
titleDiscovery and Monitoring

Configuring Vendor MIBs

Discovery Configuration

Configuring Monitoring Accounts

Configuring Scripts

Configuring Scripts Based Monitoring

Configuring SNMP MIB

Configuring SNMP Based Monitoring

Expand
titleDocuments

Configuring Standard Operating Procedures

Viewing Documents

Uploading Documents

Expand
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

Expand
titleCompliance

Configuring Compliance Profiles

Allocating Compliance Profiles

Agent Contact Information

Viewing Modifying Profile Configuration

Expand
titleProductivity

Configuring Skills

Configuring Skill Category

Configuring Core Competency

Adding Holidays

Expand
titleShift Management

Configuring Shifts

Allocating Shifts

Viewing Shift Roster

Expand
titleEscalations

Configuring Auto Escalations

Configuring Manual Escalations

Expand
titleLicense

License Usage

License Acceptance

License Monitoring

Allocating Concurrent License

Expand
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

Password E-mail Audit Log

Creating AD Property

User Registration Details Report

Status Details Report

Digi accordion
titleReports and Dashboards

Viewing Reports

Creating Instant ReportsCreating New Reports_Gen

Creating New Dashboards

Creating New Advanced Reports

Discovery Scan Error Report

Summit Audit Log for Login Accounts

SUMMIT Configuration Audit Report

Survey Report

License Trend Report

GDPR Status Report

Digi accordion
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 create or update multiple items by importing Master Template for the selected page.

To create/ update multiple items using the Master Template:

  1. Click Admin > Basic > Infrastructure > Master Import. The EXCEL MASTERS IMPORT page is displayed. 

    UPLOAD EXCEL tab
    Figure: UPLOAD EXCEL tab

    Alternatively, click IMPORT on the ACTIONS panel of a page. You are redirected to the EXCEL MASTERS IMPORT page. For more information,

    Expand
    titleclick here.

    You can import data from Master Template on the following:

    INCIDENT MANAGEMENT

    • Incident Masters - Category
    • Incident Masters - Checklist
    • Incident Masters - Classification
    • Incident Masters - Closure Code
    • Incident Masters - Incident Handling Evaluation
    • Incident Masters - Location-wise Workgroup Routing
    • Incident Masters - Pending Reason
    • Incident Masters - Resolution Code
    • Other - Cost Configuration
    • Other - E-Mail Notification
    • Other - Feedback Question
    • Other - Major Incident
    • Other - SMS Notification
    • Other - User Type
    • Other - User Type Resource Mapping
    • Other - Work Order Configuration
    • SLA Configuration - Impact
    • SLA Configuration - Priority
    • SLA Configuration - Priority Matrix
    • SLA Configuration - SLA Matrix
    • SLA Configuration - SLA Matrix By CI
    • SLA Configuration - SLA Service Windows
    • SLA Configuration - Urgency
    • SLA Configuration - Workgroup SLA Window

    SERVICE REQUEST MANAGEMENT

    • Service Request Masters - Checklist
    • Service Request Masters - Classification
    • Service Request Masters - Closure Code
    • Service Request Masters - Feedback Question
    • Service Request Masters - Pending Reason
    • Service Request Masters - Resolution Code
    • Service Request Masters - Work Order Catalog Mapping
    • SLA Configuration - Impact
    • SLA Configuration - Priority
    • SLA Configuration - Priority Matrix
    • SLA Configuration - SLA Matrix
    • SLA Configuration - SLA Service Windows
    • SLA Configuration - Urgency
    • SLA Configuration - Workgroup SLA Window
    • User Type
    • User Type Resource Mapping

    PLATFORM

    • Analyst
    • WorkGroup
    • WorkGroup Location
  2. Select Module Name in the Modules drop-down list.
  3. Select the Tenant in the Tenant drop-down list.

  4. Select the Master Type in the Master Type drop-down list. The Master Type specifies the item to be updated.

  5. Click DOWNLOAD MASTER IMPORT TEMPLATE. A Microsoft Excel sheet is downloaded to your system. The Excel sheet has specific name and columns. The name and configuration of the Excel sheet depends on the option selected on the Master Type field. Update the required data in the Excel sheet and save it.

  6. Click  in the Source field to upload the saved Excel sheet, and then click SUBMIT.

  7. Click the link on the Select column. You are redirected to the MAP COLUMNS tab where you can map the Source and Destination fields. 

    MAP COLUMNS page
    Figure: MAP COLUMNS tab


  8. Click NEXT. You are redirected to the UPLOAD MASTER tab where you can preview the data in the Excel sheet. If there are multiple entries in the Excel sheet, you can check the Discard check box to exclude the selected entries from being updated in the selected Item. 

    UPLOAD Master tab
    Figure: UPLOAD Master tab


  9. Click BULK UPLOAD to update the data for the selected Items.

    Note
    titleNote:

    According to Module, add/update the value in Excel to add/modify Tenant and Master Type fields in the application.


Scroll ignore
scroll-pdftrue
scroll-officetrue
scroll-chmtrue
scroll-docbooktrue
scroll-eclipsehelptrue
scroll-epubtrue
scroll-htmltrue
1

| |