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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

Scripting


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The GUIDE ME page provides an interactive help tutorial for the users to perform various actions listed under Flows. A Flow is a set of instructions in order to perform a particular action (Example: How to log an Incident?) These flows can be previewed in slide shows of all the steps involved in performing the actions. This  runs the users through the application with clear instructions to click and provide values, and so on.

Following Table describes the minimum browser version required to run the flows: 

Browser

Version

Firefox

4

Chrome

14

Internet Explorer

9

Safari

4

Opera

10.6

To access Guide Me:

  1. Click Guide Me from the main menu. The GUIDE ME page is displayed.
  2. Select the module from the Modules column. All the Flows listed under the Module are displayed.

    Note
    titleNote:

    The Modules and Flows are displayed based on your Role and Access.



    Figure: GUIDE ME page: Modules section

  3.  Click the Flow you want to see. The Guide Me runs  you through every step of the selected Flow. The Flow instructions are mentioned in the balloon.

    Note
    titleNote:

    You need to follow each instruction in order to complete the Flow successfully. Clicking the cross icon at the top-right corner of the balloon will close the Flow. If the data is unavailable, the instruction balloon will disappear.


     
     Figure: GUIDE ME page: Flows section

  4.  You can also choose to preview the Guides Me in a slide show by clicking the Eye icon next to the Flows. The slide show is displayed at the right-most pane of the page.

    • Click right and left arrows to scroll through the slides.
    • Click expand to expand the preview.

  • Figure: GUIDE ME page: Flows section

    Note
    titleNote:

    To view any flow from any of the Modules at any point of time, click Guide Me button available at the right side of the window.


    Guide Me window
    Figure: Guide Me window

Limitations of Guide Me Flows

  • If you do not have access or have only view access to a page present as instructed in the Flows, system does not allow you to perform any action on the application and run the Flow.
  • If Guide Me takes more than 20 seconds to pop up the instruction balloon, the balloon may not appear. In this case, please run the Flow again.

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