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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

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titleGDPR

GDPR 1

Configuring GDPR 1

Guide Me 1

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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

Scripting 1

You can view your profile details, such as Name, Location, Customer, Contact Number, and E-mail on the MY PROFILE pop-up page. You can also change your profile picture. The information in this page is as per the user information updated by the Administrator.

To view or update Profile details:

  1. Click the  icon with your profile picture on the top-right corner of the SummitAI application.

    MY DASHBOARD page
    Figure:  MY DASHBOARD page

  2. Anchor
    view your profile
    view your profile
    Click Edit Profile option. The MY PROFILE pop-up page is displayed.

     MY PROFILE pop-up page
    Figure:  MY PROFILE pop-up page

    To view and update the fields in MY PROFILE pop-up page, refer to the following drop-down text:

    Expand
    titleView Address Book

    To add, update or delete contacts in your Address Book, click View Address Book. The ADDRESS BOOK pop-up page is displayed.

    ADDRESS BOOK pop-up page
    Figure: ADDRESS BOOK pop-up page


    To add a contact in your Address Book:

    • In the User Name text box, type the name of the user whom you want to add in your address book and click SUBMIT.
    • Select the IsDefault CC check box to make the user as default CC for every e-mail.
    • Click SUBMIT.

    To update selected user details, click the Editicon.

    To delete selected user details, click the Deleteicon.

    Expand
    titleLeave Notification

    To create and modify notifications for your leaves, click Leave Notification. The LEAVE NOTIFICATION pop-up page is displayed.

    LEAVE NOTIFICATION pop-up page
    Figure:  LEAVE NOTIFICATION pop-up page

    To create a leave detail:

    • Specify the To Date and From Date and type in the leave description in the Leave Description text box.
    • Click SUBMIT.

    To edit selected leave detail:

    • In the Edit column, click the Edit icon . The page is populated with the details of the selected leave.
    • Do the required modification and click SUBMIT.

     To delete selected leave detail, in the Delete column, click the Delete icon .

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    titleTime Zone

    To select your Time Zone:

    • From the Time Zone menu, select your Time Zone.
    • Click SUBMIT to save the Time Zone setting.

       Time Zone tab
      Figure:  Time Zone tab

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    titleMy Skills

    To view and update your skills, click My Skills. The MY SKILLS pop-up page is displayed.

    MY SKILLS pop-up page
    Figure: MY SKILLS pop-up page

    To update your skills:

    • From the Competency menu, select the appropriate skills option.
    • Click SUBMIT to save the skills.

    To add another skill:

    • Click ADD ANOTHER SKILL. The ADD SKILLS pop-up page is displayed.

       ADD SKILLS pop-up page
      Figure: ADD SKILLS pop-up page

    • Select the appropriate skill check box and click SUBMIT
    Expand
    titleChange Profile Photo

    To change your profile photo:

    • Click Edit. The Attach your Photo field is displayed.
    • Click the Upload icon  to select a new photo. The size of the photo must not be more than 50px X 50px X 50px and the permitted file formats are gif, jpeg, png, and bmp.
    • Click UPLOAD. The profile picture is updated.

      CHANGE PROFILE PHOTO
      Figure: CHANGE PROFILE PHOTO

    Expand
    titleChange Password

    To change your profile password:

    • Click Change Password tab.
    • In the Old Password text box, type in your old password.
    • In the New Password text box, type in your new password.
    • In the Confirm New Password text box, type in your new password again.
    • Click SUBMIT.

      Change Password tab
      Figure:  Change Password tab

    Expand
    titleSelect Landing Page

    To configure landing page for your profile:

    From the Landing Page list, select the page that you want to set as the home page for your profile, and then click SUBMIT.

    Select Landing Page tab
    Figure:  Select Landing Page tab

    Anchor
    Theme
    Theme

    Expand
    titleSelect Theme

    You can select and apply a theme to change the appearance of the Application. Select a theme from the Theme drop-down list, and then click SUBMIT.

    Note
    titleNote:

    The Select Theme tab is displayed only when the Administrator selects the Enable for end user check box on the APPLICATION SETTINGS page. For more information, see Configuring Application Settings 1.


    Select Theme tab
    Figure: Select Theme tab

    Expand
    titleUpload Signature

    You can upload your Signature to the application in gif, jpg, jpeg, png or bmp format. Your Signature can be used to perform various actions in the application, such as printing the Purchase Order while procuring an Asset, and so on. To upload your Signature, click the Upload icon, select the Signature image, and then click SUBMIT.

     Upload Signature tab
    Figure:  Upload Signature tab

    Expand
    titleNotification

    Enable E-mail Notification for Incident and SR: If selected, the User receives e-mail notification for any updates on Incidents and Service Requests.

    Enable Web Notification: If selected, the web application User receives push notification on any updates. This feature is compatible with Google Chrome (48.0 or later version) and Mozilla Firefox (44.0 or later version).

    Enable Mobile Notification: If selected, the mobile application User receives push notification on any updates.

    Notification tab
    Figure: Notification tab

    Note
    titleNote:
    • To configure the above features,enable the respective check box on the APPLICATION SETTINGS page. For more information, see Configuring Application Settings 1.
    • If you have blocked notifications from the browser after logging into the SUMMIT web application, you do not receive any web notification. For example, web notifications can be blocked in Google Chrome from the Site Information or the Settings (Settings > Content Setting > Notifications).
    • If the user does not login to the application for more than 28 days, the browser notification settings expire for the SUMMIT application.
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