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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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A Tenant is a business unit, entity, or a department in an organizational hierarchy. You can create, modify, and specify configuration details of a Tenant. In the SummitAI application, you can select the label name for Tenant based on your usage, for example: Department/ Customer or by default Tenant (see: Tenant Department Customer 1). The defined label name is displayed for Tenants. Department can be used when the SummitAI application is used by multiple departments within the organization. Customer can be used when multiple customers are handled using the SummitAI application. You can use any other label name based on the requirement of the organization.

To configure Tenant:

  1. Select Admin> Basic > Infrastructure > Tenant.
  2. On the TENANT page, click ADD NEW on the ACTIONS panel.
  3. Select the Domain from the drop-down list and type in the new Tenant details. For more information about the fields on the TENANT page see, Field Description.
  4. Click SUBMIT. A new Tenant is added.

    Tenant page
    Figure:  Tenant page

Field Description

The following table describes the fields on the TENANT page:

Field

Description

DETAILS

Domain

Select a Domain from the drop-down list under which you want to configure the Tenant.

Department Code

A unique code for the Tenant. This helps you to identify Tenants. You can enter a maximum of six characters.

Display Name

Type in the name of a Tenant.

Description

Type in a brief description about a Tenant.

Active

Indicates the status set for the Tenant.

  • If selected, the Tenant is enabled to display on other pages of the application.
  • If not selected, the Tenant will be an inactive Tenant. The Tenant is disabled to display on other pages of the application. The newly created Tenant details are not appended with the existing Tenant list.

Modules

Lists all the modules for which the logged in user has access. Select the check mark over the Module icon to enable the Tenant for the respective module. By default, the check marks are displayed in grey color indicating that the Tenant is disabled for the selected module.

Color Codes

The color codes displayed for the check mark:

  • Grey: Indicates that the Tenant is disabled for the module.
  • Green: Indicates that all the associated components of the module are configured.
  • Yellow: Indicates that the associated components of the module are not configured.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the TENANT page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the Tenants configured in the SummitAI application.


Figure:  TENANT page: List of Tenants configured

  • To edit a Tenant detail, click the configured Tenant Name. Make appropriate changes and click SUBMIT.
  • To display the inactive Tenant details, click the Include Inactive check box.

Note
titleNote:

When the Tenant details are displayed under the LIST table, the ADD NEW and TENANT LABEL icons are displayed on the ACTIONS panel.

CONFIGURE DETAILS

Click CONFIGURE DETAILS to configure the various modules for the Tenant.

IMPORT CONFIGURATION

Click IMPORT CONFIGURATION to copy the configuration from an existing Tenant. You are redirected to IMPORT CONFIGURATIONS BY TEMPLATE page. For more information, see Importing Configurations by Template.

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