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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

Importing User Details from DB

Importing Active Directory User Details

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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 Wizard

SSO Configurations: Forms

SSO Configuration : SAML

SSO Configuration: OAuth

SSO Configurations: Proxy

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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 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

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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 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

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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

Configuring Skill Category

Configuring Core Competency

Adding Holidays

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titleShift Management

Configuring Shifts

Allocating Shifts

Viewing Shift Roster

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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

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

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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:

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    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.

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    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
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    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

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    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

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    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

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    Theme
    Theme

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    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.


    Select Theme tab
    Figure: Select Theme tab

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    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

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    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.
    • 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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