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titleGeneral

About SummitAI IT Management Suite

Signing In 1

Describing the User Interface 1

Alerts and Approvals 1

Viewing and Updating Your Profile Details 1

Global Search 1

Personalizing Pages 1

Forgot Password 1

Logging Out 1

Delegating Role 1

Signing In As Another User 1

Switching Tenant 1

Searching Users 1

Help File Conventions 1

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titleConcepts

Document Repository

Global Tenant

Multi-tenancy

Concurrent License Allocation 1

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titleAdministrators
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titleBasic
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titleUsers

Adding Users 1

Viewing User List 1

Configuring Role Templates 1

Role Template Menu Configuration_GM 1

Role Template Other Configuration 1

Configuring Custom Tabs 1

Resigned Approver List 1

Viewing Switch User List 1

Configuring Switch User 1

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 1

Previewing and Editing Themes 1

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titleSSO Configuration

SSO Configuration Wizard

SSO Configurations: Forms

SSO Configuration : SAML

SSO Configuration: OAuth

SSO Configurations: Proxy

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titleForm Builder

Form Builder 1

Custom Fields

Configuring Custom Fields for Customers

Configuring Custom Fields for Users

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titleCommon Masters

Configuring Common Master Types 1

Configuring Common Masters 1

Configuring Geographic Location 1

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titleWidgets

Configuring Widgets 1

Configuring Widget Tabs 1

Configuring Widget Reports 1

Configuring Widget Report Access 1

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titleExport/Import

Importing Configurations by Template

Exporting Configurations by File

Importing Configurations by File

Configuring Tenant 1

Configuring Dashboards 1

Configuring Domain 1

Configuring Application Settings 1

Importing Master Template

Configuring Analysts 1

Mapping Language Translation

Configuring Workgroups

Report Builder

Configuring Custom Scheduler 1

Archiving Data 1

Configuring Periodic Survey 1

Configuring Simple Mail Transfer Protocol 1

Configuring Web Services

External Web Service Mapping

Proxy View Admin 1

Viewing Proxy Server Details

Configuring VLAN 1

Mapping VLAN to Proxy 1

Configuring Digital Signature 1

Configuring ServiceNow 1

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titleWorkflow

Configuring SR Approval Workflow

Configuring CR Approval Workflow 1

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titleCustomers

Adding Customers 1

Viewing Customer List 1

Configuring Customer SLA Matrix 1

Configuring Custom Tabs for Customers 1

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titleVendors

Adding Vendors 1

Viewing Vendor List 1

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titleAdvanced
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titleDiscovery and Monitoring

Configuring Vendor MIBs

Discovery Configuration

Configuring Monitoring Accounts 1

Configuring Scripts

Configuring Scripts Based Monitoring 1

Configuring SNMP MIB 1

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 1

Configuring Mailbox

Configuring Templates for Free-Form E-Mail Type 1

Configuring Templates for Line E-mail Type 1

Configuring Notification Parser 1

Configuring Notification Templates 1

Configuring SMS Gateway 1

Configuring Voice Call Gateway 1

Configuring Bulletins 1

Configuring Alerts 1

Adding Master Configuration 1

Configuring Conference Call 1

Configuring Push Notifications 1

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titleCompliance

Configuring Compliance Profiles 1

Allocating Compliance Profiles 1

Agent Contact Information 1

Viewing Modifying Profile Configuration 1

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titleProductivity

Configuring Skills

Configuring Skill Category

Configuring Core Competency 1

Adding Holidays 1

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titleShift Management

Configuring Shifts 1

Allocating Shifts 1

Viewing Shift Roster

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titleEscalations

Configuring Auto Escalations 1

Configuring Manual Escalations

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titleLicense

License Usage

License Acceptance

License Monitoring

Allocating Concurrent License 1

Expand
titleGDPR

GDPR 1

Configuring GDPR 1

Guide Me 1

Expand
titlePassword Management

Password Management

Configuring Administrator 1

Configuring Security Questions 1

Mapping Security Questions 1

Configuring Keyword Message 1

2019-10-17_09-08-12_Managing User Account

Configuring Password Expiry 1

Password E-mail Audit Log 1

Creating AD Property 1

User Registration Details Report 1

Status Details Report 1

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titleReports and Dashboards

Viewing Reports

Creating New Reports_Gen 1

Creating New Dashboards 1

Creating New Advanced Reports 1

Discovery Scan Error Report 1

Summit Audit Log for Login Accounts 1

SUMMIT Configuration Audit Report

Survey Report 1

License Trend Report 1

GDPR Status Report 1

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titleOthers

Tenant Department Customer 1

Configuring Auto Escalation for Incident By SLA 1

Configuring Auto Escalation for Incident By Time 1

Configuring Auto Escalation for SR by Time 1

Configuring Auto Escalation for SR by SLA 1

2019-09-30_08-38-31_Configuring Mailbox

2020-04-07_12-45-08_Proxy View

2019-09-30_07-46-16_Configuring Vendor MIBs

Summit Audit Log for Login Accounts

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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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