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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

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

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You can configure Mailboxes to enable E-mail Parsing. You can configure both Exchange and Pop-3 servers for the Mailboxes for a Tenant. For more information about E-mail Parsing, see E-mail Parsing.

To configure a Mailbox:

  1. Select Admin > Advanced > Notifications > Mailbox.
  2. On the MAILBOX page, click ADD NEW on the ACTIONS panel.
  3. Select the Tenant and type in the details for new Mailbox configuration. For information about the fields on the MAILBOX page, see Field Description.
  4. Click SUBMIT. The NOTIFICATION PARSER confirmation pop-up page is displayed.

    Notification Parser confirmation pop-up page
    Figure:  Notification Parser confirmation pop-up page
    • If you click OK, you are redirected to NOTIFICATION PARSER page. For more information about the NOTIFICATION PARSER page, see Configuring Notification Parser.
    • If you click Cancel, new Mailbox is configured.

Server Type : Exchange

The following screen is displayed when you select the Server Type as Exchange.


Figure:  MAILBOX page - Server Type : Exchange

Field Description

The following table describes the fields on the MAILBOX page:

Field

Description

DETAILS

Server Type

Select the server type as Exchange from the drop-down list.

Mailbox Name

Type in the name of the Mailbox.

Version

Select an operating system from the list: Exchange 2007 SP1 and Exchange 2010.

Domain

Type in the selected server’s domain name.

User Name

Type in the configured user name for the selected domain.

Password

Type in the password.

Confirm Password

Type in the same password again for confirmation.

EWS URL

Type in the Exchange Web Service (EWS) URL for the selected server type. For example: office365.com and so on.

E-mail ID

Type in the e-mail ID of the user. Specifying EWS URL or the e-mail ID is mandatory.

Invalid E-mail ID

Mails sent from the e-mail ids specified in this field are not processed.

Forward Invalid E-mail to Administrator

If selected, the e-mails sent from an invalid e-mail id are forwarded to the Administrator and deleted.

Forward Error E-mail to Administrator

If selected, the e-mails which could not be processed due to an error is forwarded to the Administrator.

Administrator E-mail ID

Specify the Administrator e-mail id to receive the invalid and error e-mails.

Action for Unparsed E-mails

Select the action to be performed on the unparsed e-mails from the list: No Action, Delete or Move to Different Folder.

If Move to Different Folder option is selected, the Folder Path field is displayed. Specify the path for the folder where you want the unparsed e-mails to be moved in the Folder Path field.

Run at Source

Specify the source: SUMMIT Server or SUMMIT Proxy

  • SUMMIT Server: It refers to the machine, where SUMMIT Suite is installed. It is also referred as SUMMIT Centralized Server. Select this option to execute the Mailbox operations from the SUMMIT Server.
  • SUMMIT Proxy: It refers to the machine configured at a client location for sending monitored data of the client machines to the SUMMIT Server. Select this option to execute the Mailbox operations from the Proxy Server.

Do Not Process Mails Older than (Days)

Specify the number of days for which old mails have to be processed.

Error Notification

You can configure the users to notify about any errors occurred while parsing e-mails for a mailbox configuration. Search the user in the User Search field and click the  icon.

Restrict E-mail Processing

Select this checkbox to restrict the processing of e-mails if the e-mail id configured in the mailbox is marked under Cc/Bcc.

Active

Indicates the status of the Mailbox configuration.

  • If selected, the Mailbox configuration becomes an available option on the other pages of the application.
  • If not selected, the Mailbox configuration becomes an inactive value. The inactive Mailbox configurations are not displayed in the Mailbox list on the other pages of the application.

SCHEDULER DETAILS

Monitoring Source

Select a Monitoring Source from the list.

Job Frequency

Select time format from the list and specify the Time.

Server Type : Pop3

The following screen is displayed when you select the Server Type as Pop3.


Figure: MAILBOX page - Server Type : Pop3

Field Description

The following table describes the fields on the MAILBOX page:

Field

Description

DETAILS

Server Type

Select the server type as Pop3 from the drop-down list.

Note: Select Pop3 when you cannot access the data directly. You can then remotely access the mailbox details.

Mailbox Name

Type in the name of the Mailbox.

Server Name

Type in the server name.

User Name

Type in the configured user name.

Password

Type in the password.

Confirm Password

Type in the same password again for confirmation.

Port

Type in the port details.

Secure Connection

If selected, the connection becomes secure.

Invalid E-mail ID

Mails sent from the e-mail ids specified in this field are not processed.

Forward Invalid E-mail to Administrator

If selected, the e-mails sent from an invalid e-mail id are forwarded to the Administrator and deleted

Forward Error E-mail to Administrator

If selected, the e-mails which could not be processed due to an error is forwarded to the Administrator.

Administrator E-mail ID

Specify the Administrator e-mail id to receive the invalid and error e-mails.

Action for Unparsed E-mails

Select the action to be performed on the unparsed e-mails from the list: No Action, Delete or Move to Different Folder.

If Move to Different Folder option is selected, the Folder Path field is displayed. Specify the path for the folder where you want the unparsed e-mails to be moved in the Folder Path field.

Run at Source

Specify the source: SUMMIT Server or SUMMIT Proxy

  • SUMMIT Server: It refers to the machine, where SUMMIT Suite is installed. It is also referred as SUMMIT Centralized Server. Select this option to execute the Mailbox operations from the SUMMIT Server.
  • SUMMIT Proxy: It refers to the machine configured at a client location for sending monitored data of the client machines to the SUMMIT Server. Select this option to execute the Mailbox operations from the Proxy Server.

Do Not Process Mails Older than (Days)

Specify the number of days for which old mails have to be processed.

Error Notification

You can configure the users to notify about any errors occurred while parsing e-mails for a mailbox configuration. Search the user in the User Search field and click the  icon.

Restrict E-mail Processing

Select this checkbox to restrict the processing of e-mails if the e-mail id configured in the mailbox is marked under Cc/Bcc.

Active

Indicates the status of the Mailbox configuration.

  • If selected, the Mailbox configuration becomes an available option on the other pages of the application.
  • If not selected, the Mailbox configuration becomes an inactive value. The inactive Mailbox configurations are not displayed in the Mailbox list on the other pages of the application.

SCHEDULER DETAILS

Monitoring Source

Select a Monitoring Source from the list.

Job Frequency

Select time format from the list and specify the Time.

ACTIONS

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

Filters

Click Filters to specify a particular filter criteria to display the configured Mailboxes. On clicking the Filters icon, the FILTERS pop up page is displayed. Select the Tenant and Server Type, and click SUBMIT.

 FILTERS pop-up page

  Figure: FILTERS pop-up page

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured Mailboxes as per the selected Server Type value for the selected Tenant.


Figure: MAILBOX page : List of Mailboxes

  • To edit any Mailbox configuration, click the Mailbox Name. Make appropriate changes and click SUBMIT. See

    Expand
    titleScreen Shot

     Figure: MAILBOX page: Edit Mailbox Configuration

  • To display the inactive Mailbox configurations, click the Include Inactive check box.

    Note
    titleNote:

    When the configured Mailboxes are displayed under the LIST table, the ADD NEW action is displayed under ACTIONS. Click ADD NEW to configure a new Mailbox.


ERROR
LOG

Click ERROR LOG to view the error details. The ERROR LOG pop-up page is displayed.

ERROR LOG pop-up page1
Figure: ERROR LOG pop-up page

NOTIFICATION PARSER

  • Click NOTIFICATION PARSER to view Rule list. NOTIFICATION PARSER  pop up page is displayed.

    NOTIFICATION PARSER pop up page
    Figure:  NOTIFICATION PARSER pop up page
  • Click Rule name to configure NOTIFICATION PARSER. NOTIFICATION PARSER configuration page is displayed. See screen shot.For more information about the NOTIFICATION PARSER page, seeConfiguring Notification Parser.

    NOTIFICATION PARSER configuration page
    Figure: NOTIFICATION PARSER configuration page

CREATE NOTIFICATION PARSER

Click CREATE NOTIFICATION PARSER to create NEW NOTIFICATION PARSER. For more information about the NOTIFICATION PARSER page, see Configuring Notification Parser.

CUSTOM SCHEDULER

Click CUSTOM SCHEDULER to configure CUSTOM SCHEDULER for the Mail Box. CUSTOM SCHEDULER  page is displayed. For more information about the CUSTOM SCHEDULER page, see Configuring Custom Scheduler.

CUSTOM SCHEDULER page
Figure: CUSTOM SCHEDULER page


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