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Panel
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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
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

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titleReports and Dashboards

Viewing Reports

Creating 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

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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


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On the PASSWORD EXPIRY CONFIGURATION page, you can configure password expiry details.

To configure password expiry:

  1. Select Admin > Advanced > Password Management > Password Expiry Configuration. The PASSWORD EXPIRY CONFIGURATION page is displayed. Click ADD NEW under ACTIONS panel.
  2. On the PASSWORD EXPIRY CONFIGURATION page, specify the required details. For more information about the fields on this page, see Field Description.
  3. Click SUBMIT. The password expiry configuration details is added.

    Password Expire Configuration DETAILS page
    Figure: Password Expire Configuration DETAILS page

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Field Description
Field Description
Field Description

The following table describes the fields on the PASSWORD EXPIRY CONFIGURATION page.

Fields

Description

DETAILS

Path

Specify the path of the domain.

User Name

This field is auto-populated.

Password

This field is auto-populated.

Notify (in Days) Before Password Expires

Specify the number of days from which the User will receive notification before password expires.

Note:

The No. of days can be specified in two formats. For example:


  • If the user specifies value as '20', he will be notified each day since 20 days before password expiry.
  • If the user specifies value as '20,10,5', he will be notified on the 20th, 10th and 5th day before password expiry.

Notify (in Days) After Password Expires

Specify the number of days till which the User will receive notification after password expires.

Mail Subject

Specify the subject of the notification e-mail.

Mail Content

Specify the content of the notification e-mail.

Enable SSL

Select the checkbox to enable SSL.

Active

Indicates the status for the password expiry configuration:

  • If selected, the password expiry configuration is active.
  • If cleared, the password expiry configuration is inactive.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the PASSWORD EXPIRY CONFIGURATION page.

SHOW LIST

Click SHOW LIST to display the LIST table, showing all the configured password expiry details in the SummitAI application.

Password Expire Configuration LIST page
Figure: Password Expire Configuration LIST page

  • To edit password expiry configuration details, click the OU Path. Make the required changes and click SUBMIT.
  • To display the inactive password expiry configuration details, select the Include Inactive check box.

    Note
    titleNote:

    When the password expiry configuration details are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to add a new password expiry configuration details.

Password E-mail Audit Log

The PASSWORD E-MAIL AUDIT LOG page provides Users (Subscribers) a record of the E-mails triggered by the SummitAI application on Password Expiry or any course of Password change.

To view Password related e-mails:

  1. Select Admin > Advanced > Password Management > Password E-mail Audit Log. The PASSWORD E-MAIL AUDIT LOG page is displayed.
  2. On the LIST section, all the password expiry or password change related e-mails are listed. Click More in E-mail Body column to view the e-mail content. For more details, see Field Description.

 Password E-mail Audit Log page
Figure: Password E-mail Audit Log page

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Field Description
Field Description
Field Description

The following table describes the fields on the PASSWORD E-MAIL AUDIT LOG page:

Field

Description

DETAILS

 

User Name

User Name of the password expiry or change e-mail recipient is displayed.

Recipient E-mail ID

E-mail address of the recipient is displayed.

E-mail Subject

Subject of the e-mail is displayed.

E-mail Body

Content of the E-mail is displayed.

E-mail Delivery Date

Delivery date of the password expiry or password change E-mail is displayed

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the PASSWORD E-MAIL AUDIT LOG page.

FILTERS

Specify a filter criterion to generate the report of the E-mails sent for password expiry or password change. Specify the Notification Type, User Name, and E-mail Delivery Date.

Password E-mail Audit Log Filters pop-up page
Figure: Password E-mail Audit Log Filters pop-up page 

  • Password Expiry Notification: Select Password Expiry Notification to view the list of e-mails sent to notify the user before the password expiry.
  • Acknowledge Notification: Select Acknowledge Notification to view the list of e-mails sent after changing the password.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export and download the data to a Microsoft excel sheet. This icon is available only on the Preview tab.

EXPORT ALL

Click EXPORT ALL to export and download all the records to a Microsoft excel sheet.

Creating AD Property

This feature enables the User to configure new AD Property for the ACCOUNT MANAGEMENT page.

To Create AD Property:

  1. Select Admin > Advanced > Password Management > AD Property. the LIST section of the AD PROPERTY page is displayed.
  2. On the ACTIONS panel, click ADD NEW. The AD PROPERTY page is displayed.

    AD PROPERTY page
    Figure: AD PROPERTY page
  3. On the AD PROPERTY page, specify the required information and click SUBMIT. For more information about the fields on the AD PROPERTY page, see FIELD DESCRIPTION.

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FIELD DESCRIPTION1
FIELD DESCRIPTION1
FIELD DESCRIPTION

The following table describes the fields on the AD PROPERTY page:

Fields

Description

Domain

Select the domain name from drop-down list.

AD Property Name

Specify the AD Property Name to be mentioned in the master table.

Display Name

Specify the name to be displayed on the ACCOUNT MANAGEMENT page.

Table Name

Specify the filed name to be updated in the User List page.

Column Name

Specify the name of the column in the User Master table.

Is Mandatory

If selected, the AD Property becomes mandatory.

Is Editable

If selected, the AD Property becomes editable.

Active

If selected, the AD Property becomes Active.

ACTIONS

SHOW LIST

Click SHOW LIST to view the list of AD Properties added.

Show List Section
Figure: AD PROPERTY page - Show List Section

ADD NEW

Click ADD NEW to add a new AD Property.


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