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

Document Repository

Global Tenant

Multi-tenancy

Concurrent License Allocation

Adding Users

Viewing User List

Configuring Role Templates

Role Template Menu Configuration

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

Configuring Themes

Previewing and Editing Themes

SSO Configuration Wizard

SSO Configurations: Forms

SSO Configuration : SAML

SSO Configuration: OAuth

SSO Configurations: Proxy

Form Builder

Custom Fields

Configuring Custom Fields for Customers

Configuring Custom Fields for Users

Configuring Common Master Types

Configuring Common Masters

Configuring Geographic Location

Configuring Widgets

Configuring Widget Tabs

Configuring Widget Reports

Configuring Widget Report Access

Importing Configurations by Template

Exporting Configurations by File

Importing Configurations by File

Configuring Exchange Rate Configuration

Currency Master Configuration

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

Configuring SR Approval Workflow

Configuring CR Approval Workflow

Adding Customers

Viewing Customer List

Configuring Customer SLA Matrix

Configuring Custom Tabs for Customers

Adding Vendors

Viewing Vendor List

Configuring Vendor MIBs

Discovery Configuration

Configuring Monitoring Accounts

Configuring Scripts

Configuring Scripts Based Monitoring

Configuring SNMP MIB

Configuring SNMP Based Monitoring

Configuring Standard Operating Procedures

Viewing Documents

Uploading Documents

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

Configuring Action Template

Configuring Incident Template

Configuring Compliance Profiles

Allocating Compliance Profiles

Agent Contact Information

Viewing Modifying Profile Configuration

Configuring Skills

Configuring Skill Category

Configuring Core Competency

Adding Holidays

Configuring Shifts

Allocating Shifts

Viewing Shift Roster

Configuring Auto Escalations

Configuring Manual Escalations

License Usage

License Acceptance

License Monitoring

Allocating Concurrent License

GDPR

Configuring GDPR

Guide Me

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

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

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

You can create new dashboards and add the reports that you created to the dashboard.

To create new dashboards:

Select Reports > Select the Module > New Dashboard icon . A blank dashboard page is displayed. For more information about the icons on the dashboard page, see Field Description.

 

To add reports to the dashboards:

  1. Click the  icon on the blank dashboard page.
  2. Select the Category from the Category drop-down list. The following page is displayed with the list of reports in tile view.



  3. Select the reports that you want to add to the dashboard. A page is displayed with all the available formats for the reports, such as Charts, Maps, Gauges, Summaries, Report Details, and so on.



  4. Select the report format that you want to use in the dashboard. The report is displayed in tile view as follows. To add a new report to the dashboard, click on the blank area of the dashboard. For more information





  5. To save the dashboard, click the Save dashboard or Save dashboard as icon on the menu options.



    The following pop-up page is displayed. Type in the Dashboard name in the Name field and select the dashboard category from the Category drop-down list.

    • To create a new category, select (create new) from the Category drop-down list and type in the category name in the Category field.



  6. Click OK to save the dashboard in the respective category.

Field Description

The following table describes the icons on the dashboard page:

Field

Description

Click the icon at the top-left corner of the report to view the menu options available for the Dashboard. 

The following table describes the menu options on the dashboard page:

Field

Description

Click the icon to collapse the menu options.

Click the icon to create a new dashboard.

Click the  icon to refresh the dashboard.

Click the icon to view the filter options on dashboard.

Click the icon to share the dashboard with other users.

 

The following table describes the fields on this page:

Field

Description

Share With

Select the User from the drop-down list with whom you want to share the Dashboard.

Rights

Select the access right that you want to provide to the selected User.

Add rule

Click the button to add a new User and provide the User with access rights.

CANCEL

Click the button to cancel the action.

OK

Click the button to save the new Users and access right information.

 


Click the icon to schedule time to send the dashboard to a recipient by e-mail.

 

The following table describes the fields on this page:

Field

Description

Date

Select the Date when you want to send the e-mail.

Time

Select the Time when you want to send the e-mail.

Time zone

Select the Time zone that you prefer to send the e-mail.

Repeat type

Select the frequency of the e-mail alerts.

Send Email as

Select the format of the e-mail.

Recipients

Enter the e-mail ids of the recipients to whom you want to send the e-mail

 

Click the icon to print the dashboard.

Click the icon to save the dashboard in its respective category.

Click the icon to send the dashboard to a recipient by e-mail.

Click the icon to set the background color and background image of the dashboard.

 

Select the module from the drop-down menu to view the related reports.

Click the Open dashboard icon to view the existing dashboard reports.


Figure: Existing Dashboard options pop-up page

Click the Refresh Report icon to refresh the reports.

Click the icon to remove the report from the dashboard.

Click the Show Tile Options icon to customize a report.


The following table describes the fields on this page:

Field

Description

Title

Type in the Title of the report.

Description

Type in the Description of the report.


Click the Print tile report icon to print the report.

Click the Export tile report to excel icon to export the report to a Microsoft Excel sheet.

Click the Open tile report in designer icon to open the report in report designer to modify the report. For more information, see the FIELDS tab in Creating New Reports.

Click the Open tile report in viewer icon to open the report in browser.


Figure: Report Displayed in Browser: FILTERS tab

 

Click the Reload tile from its source icon to view the previous tile.

Click the Select report part to add icon to add a new report to the tile. The new report replaces the old report on the tile.

Slide the toggle slider button to change the number of records that you want to display on the tile.

 

Release Notes | Installation Guide | Other Documents