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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

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What is GDPR?

The General Data Protection Regulation (GDPR) is a regulation in EU law on data protection and privacy for all individuals within the European Union (EU) and the European Economic Area (EEA) to give users more control over their personal data. With Alps release, SummitAI is GDPR-compliant. For more information see,  /wiki/spaces/ALPS/pages/21484748.

To configure GDPR:

  1. Click Admin > Advanced > GDPR > GDPR Configuration. The GDPR CONFIGURATION page is displayed.

    GDPR Configuration page
    Figure: GDPR Configuration page

  2. Under the DETAILS section, GDPR STATUS INFORMATION is provided. Based on whether GDPR is enabled/disabled, the following message is displayed: GDPR is Enabled/Not Enabled on this instance of the Application at hh:mm:ss on yyyy/mm/dd.
  3. If GDPR is disabled, the information about enabling GDPR is displayed on the Enabling GDPR pop-up page, which appears when you click the   icon.  Whereas, if GDPR is enabled, the information about disabling GDPR is displayed on the Disabling GDPR pop-up page, which appears when you click the  icon.

    Enabling GDPR pop-up window
    Figure: Enabling GDPR pop-up window

    Disabling GDPR pop-up window
    Figure: Disabling GDPR pop-up window


Following tabs are displayed on the GDPR CONFIGURATION page:

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titleLOCATION MAPPING

Under the LOCATION MAPPING tab, you can enable GDPR only for a selected Location by specifying the Domain and Location. The following table describes the fields under the LOCATION MAPPING tab:

Field

Description

LOCATION MAPPING

Domain

To enable GDPR for a preferred Location you should select a Domain name from the Domain drop-down list.

Location

If you select the Domain and Location from the Domain and Location drop-down list, GDPR will only be enabled for the selected Location present in the selected Domain. Select a preferred Location name from the Location drop-down list.

Note:
  • If GDPR is enabled and Location is mapped, GDPR is enabled for the users of the mapped Location. If the user is not mapped to any location, GDPR is not applicable.
  • If no Location is mapped and GDPR is enabled, in such a case, GDPR is enabled for all the users of the Application.
  • If GDPR is enabled and only one Location is mapped, and then the Location is made inactive, GDPR is not applicable for users from any Location.

LOCATION MAPPING tab

Figure: LOCATION MAPPING tab

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    titleADMIN MAPPING

    Under the ADMIN MAPPING tab, you can add Administrators so that they can receive notifications when a user accepts or declines the GDPR Consent Form. The following table describes the fields under the ADMIN MAPPING tab:

    Field

    Description

    ADMIN MAPPING

    User

    Under the ADMIN MAPPING tab, you can map users as Administrators for GDPR. In the text area of the User field, type in the name, e-mail, or contact number of the user you want to map as the Administrator for GDPR. Then, click ADD.

    Note: You can also click the  icon to search users. On clicking the  icon, the Select User pop-page is displayed. Type in the name, e-mail, or contact number of the user, and click OK. Then, click ADD.

    ADMIN MAPPING tab

    Figure: ADMIN MAPPING tab

    Select User pop-up window

    Figure: Select User pop-up window

    Note
    titleNote:

    After GDPR is enabled, you need to configure at least one user as an Administrator under the ADMIN MAPPING tab.

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    titleMESSAGES

    Under the MESSAGES tab, the Administrators can select and edit the GDPR related messages, such as GDPR Acceptance Message, Confirm GDPR Acceptance Message, etc. The following table describes the fields under thee MESSAGES tab:

    Field

    Description

    MESSAGES

    Pop-up

    Under the MESSAGES tab, the Administrators can select any pop-up message (GDPR Acceptance, GDPR Re-acceptance, Enabling/Disabling GDPR) related to GDPR and edit the Title and content of the selected Message.

    Note: While editing the message displayed on the GDPR Re-acceptance pop-up window, if you remove the ##DeclinedOn## keyword, the last date and time when GDPR was declined, is not displayed.

    MESSAGES Tab

    Figure: MESSAGES Tab

    List of GDPR related messages that can be edited

    Figure: List of GDPR related messages that can be edited

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