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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

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


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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


Each Role Template is associated with a set of modules and a set of Tenants with View or Edit access. Each Role Template should be mapped to a domain, and the corresponding users who need access to that Role Template should also be mapped to the same domain from the USER LIST page. The Users can then access the Modules and Tenants as per the defined configuration settings within that Role Template. If a user is mapped to a single domain, then the domain is selected by default.

To configure Role Templates:

  1. Select Admin> Basic > Users > Role Template. The ROLE TEMPLATE page is displayed.
  2. On the ACTIONS panel, click Filters and select the Domain from the drop-down list.
  3. A list of configured Role Templates for the selected Domain are displayed.

    ROLE TEMPLATE page
    Figure:  ROLE TEMPLATE page  
    • To view the list of inactive Role Templates, select the Include Inactive check box.
    • Click a Template Name. The ROLE TEMPLATE - MENU CONFIGURATION page is displayed. You can view or modify the menu configuration. For more information about fields on the ROLE TEMPLATE - MENU CONFIGURATION page, see Role Template Menu Configuration.
    • Click the OTHER CONFIGURATION icon on the ACTIONS panel to view or modify the Other Configuration details for the selected Role Template. For more information about fields on the ROLE TEMPLATE - OTHER CONFIGURATION page, see Role Template Other Configuration.
    • You can add Role Templates and configure menus and other configuration using the icons on the ACTIONS panel.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the ROLE TEMPLATES page.

ADD MENU CONFIGURATION

Click ADD MENU CONFIGURATION to create a new Role Template and configure menus for the Role Template for specific modules. For more information about configuring menus for a Role Template, see Role Template Menu Configuration_GM.

ADD OTHER CONFIGURATION DETAILS

Click ADD OTHER CONFIGURATION DETAILS to create a new Role Template and configure other configurations for the Role Template. For more information about configuring other details, see Role Template Other Configurations.

Super Admin Role Template

The Super Admin Role Template is an out-of-the-box (OOTB) system defined Role Template provided by default. To enable the first user to login to Symphony SummitAI Application and define other Role Templates for an Admin, Analyst, or End User, the Super Admin Role Template is used. The Super Admin Role Template has complete access to all the UI pages, by default with Edit and View access privileges.

Login to the App with Super Admin Role template privilegesusing the username mentioned during installation, you must login to the App with Super Admin Role template. Post logging-in define other role templates and then assign it to the user(s) such as Administrator, End User and Analyst. 

Note
titleNote:

You cannot modify the Super Admin Role Template as it is a system defined Role Template.

The following screen depicts the Super Admin Role Template, once the first-time user logs-in to the App.

Figure: Super Admin Role Template

The following infographic depicts the high-level functionality of Super Admin Role Template.


Getting started as a First Time User

During installation process, you need to provide the username who will login to the App and configure other Role Templates. The first time user will have access to Super Admin Role Template, by default. Specify the Name and E-mail ID of the user on Customer Details screen of Symphony SummitAI Configuration Tool page.

As shown in the below screenshot, Fredrick Norton with e-mail ID Fredrick.norton@zacme.com will be the first time user of the Symphony SummitAI application having access to Super Admin Role Template.


Figure: Symphony SummitAI Configuration Tool - Customer Details 

Click Update and the Application Configuration screen appears with password.


Figure: Symphony SummitAI Configuration Tool - Application Configuration

Using ROLE TEMPLATE MAPPING icon under ACTIONS on ROLE Template – Menu Configuration page, you can create new Role Templates and assign UI page access privileges to the Role Template and map the users to the Role Template. Based on your requirement, you can give any name to the Role Template. It will simplify the process for the first-time user to further create a set of pages for various modules.

The following screenshot is an example of a Role Template (ADMIN ROLE) for Incident module created with the respective UI page access provided, after logging in with a Super Admin Role Template.

Figure: ADMIN ROLE Template

Super Admin Role Template Vs General Admin

Parameter

Super Admin Role Template

Admin

Role template

Super Admin has a non-editable Role Templates.

Navigate to Admin > User > Role Template > Select the required Tenant and Module. 

As shown in the below screenshot, for Super Admin Role Template, SUBMIT button is not present to save the modified changes. 

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titleScreenshot - Super Admin Role Template


General Admin or any other Admin Templates can be edited.

Navigate to Admin > User > Role Template > Select the required Tenant and Module. 

As shown in the below screenshot, for Admin Role Template, SUBMIT button is present to save the modified changes. 


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titleScreenshot - Admin Role Template


Manual Creation or Default

The Super Admin Role Templates are Default Templates available in the system and these persists throughout the build.

The General Admin or any other Admin Templates are created manually.

Access Control

The Super Admin Templates have default access to all the pages in SUMMITAI UI.

An Admin can provide necessary access to the required pages based on requirement.

References


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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