On the Application Settings page, you can configure various options, such as custom logos, dashboard, label names, and so on in the SummitAI application as per the requirements of your organization or customers.

To configure Application Settings:

Select Admin > Basic > Infrastructure > Application Settings.
On the APPLICATION SETTINGS page, make the required selections as per the requirements of your organization. For more information about the fields on the APPLICATION SETTINGS page see, Field Description.
Click SUBMIT. The configurations are saved and the changes are reflected on the relevant pages.

Complete page is upgraded with Search functionality that is added which aids in searching a particular field on the UI.

The left panel is equipped with a menu which navigates within the page to the specific part. This eases the navigation in this page as illustrated in subsequent figure.

Figure: Left Navigation and Search functionality introduced

The following figure illustrates the previous screenshot of Tahoe SP1 for comparison.

Application Settings_Screenshot

Figure: APPLICATION SETTINGS page

Field Description

The following table describes the fields on the APPLICATION SETTINGS page:

Fields	Description
GENERAL
Current Organization Logo	Displays the current logo of the organization. Click the Delete icon to delete the current logo of the organization.
Upload Logo	Click the Upload icon to browse and upload a logo image.
Upload Favorite icon	Click the Upload icon to browse and upload the favorite icon image.
Current Organization Title	Displays the title of the current organization.
Organization Title	Specify the name of the organization.
Default View	Specify the default view to display list of Service Requests or on the SERVICE REQUEST LIST and MY WORKGROUP INCIDENTS pages (Tile View or Tabular View).
Default View for New Service Request	Specify the default view for logging new Service Requests.
Help File Path	Specify the path for the help file.
Enable My skills	Select the check box to display My Skills on the MY PROFILE pop-up page.
Enable Guide Me Menu	Select the check box to enable Guide Me menu for the users.
Enable Guide Me Widget	Select the check box to enable Guide Me Widget for the users.
Select Chat Option	This option enables you to configure the Chat options in the SummitAI application. Select the required option from the drop-down list: None: If selected, chat option is disabled. Basic: If selected, basic chat options are enabled. Advanced: If selected, advanced chat options are enabled. For more information, see SummitAI Service Management Help.
Enable Chat for End User	If selected, the chat icon is displayed for end user on the INCIDENT ID and SERVICE REQUEST ID pages. If the Chat Option is selected as Basic, the basic chat icon is displayed adjacent to the Analyst name. However, an advanced chat icon is displayed on the DETAILS tab header, if the Chat Option is selected as Advanced.
Chat Hub URL	Type in the URL where the chat hub is configured. Note: Chat Hub URL field is displayed, when Advanced option is selected in the Enable Chat drop-down list.
Valid Attachment Extensions	Specify the attachment extensions you want to support across the application. For example: .jpg, .jpeg, .png, .gif, .pdf, .doc, .docx, .key, .ppt, .pptx, .ppsx, .odt, .xls, .xlsx, .zip, .html, .msg, .txt, .rtf, .eml, .mpp, .lic, .csv and so on. Note: If the Mail to Ticket feature is enabled, add the .eml and .msg extensions in the Valid Attachments Extensions field. .eml- if included, the mail/notification parser attaches the source e-mail as an attachment under the Attachments section of the respective Incident. .msg - if included, the mail/notification parser attaches e-mails/attachments attached within the e-mail under the Attachments section of the respective Incident.
Enable Voice Call	Select the check box to receive voice calls on logging the incidents.
Enable Web Notification	Select the check box to provide the User an option to enable or disable web notification(s) on the MY PROFILE pop-up page.
Enable Mobile Notification	Select the check box to provide the User an option to enable or disable mobile notification(s) on the MY PROFILE pop-up page.
Disable Refresh Interval	If selected, auto refresh after a specified interval becomes disabled for the INCIDENT LIST, SERVICE REQUEST LIST, and ANALYST DASHBOARD pages.
Enable MongoDB	If selected, all the attachment files are stored in the MongoDB instead of the SQL Server DB.
Enable Assistant	Select the Enable Assistant check box to enable the Digital Agent with SummitAI application, and once selected, the following options are displayed to configure the Digital Agent with following parameters. Assistant Name Assistant Key Token Expiry Limit Tenant Assistant Base URL Assistant Version
Assistant Name	For version 1.0 = Specify the static name such as Cinde. For version 2.0 = Specify the Bot ID which is assigned for a specific Bot.
Assistant Key	Assistant key is generated in the backend and is provided via implementation team.
Token Expiry Limit (in mins)	Specify the expiry time in minutes. It will be used to generate the Auth token expiry. For Example: Token Expiry Limit is 60 minutes then the external Auth Token will get expired.
Tenant	Select the required Tenant for which the Digital Agent is supported from the available options. For version 2.0 - You can select the multiple Tenants at the same time. For version 1.0 - You can select a single Tenant at the same time.
Assistant Base URL	Specify the environment Assistant base URL and is provided via implementation team.
Assistant Version	Specify the version of Digital Agent which you want to integrate with Summit application such as 1.0 or 2.0.
Disable Concurrent Update	If selected, multiple analysts cannot update the Incident or Service Request simultaneously.
Enable Concurrent License Notification	If this check box is selected, the next available analyst forcefully logged in as an End User receives notification when the concurrent license is available. A Concurrent Analyst logs in as an End User when all the Concurrent Licenses are in use.
Enable Global Tenant Configuration	If selected, Administrator can create Global Tenants. Example: On the PRIORITY page, when Global Tenant is selected, already configured Global Priorities are displayed. These Global Priorities are indicated with globe Icon and configured by the Administrator.
Duplicate Login Pop-up Message	Specify the message to be displayed when two users are trying to access the Application using the same set of credentials (See: Signing In in SummitAI Platform Help). This message is displayed on the DUPLICATE LOGIN pop-up message. Note: The Administrators can use the default Duplicate Login message or can customize the message as per the organization's policies.
Enable Online Translation	Select this check box to enable Language Translation (see Language Translation) in the SummitAI application. If selected, the Language icon is displayed on the Quick Actions bar of the Application (see: Describing the User Interface).
Online Translation Integration Script	This field appears when the Enable Online Translation check box is enabled. On clicking the help icon, a pop-up window appears with the Script template and an example for your reference. To enter a script of your choice, write the header Integration Script in the Header Script field and body Integration Script in the Body Script field. For information about Language Translation, see Language Translation.
Enable End User Dashboard Tabs for Themes	Enable the Enable End User Dashboard Tabs for Themes checkbox to make the Tenant Based Self Service Portal feature available to the users. End Users can select the tabs on the End User Dashboard page. For more information, see Configuring Themes.
RE-AUTHENTICATION
Re-Authentication Type	Select the method of second level authentication. Available options are as follows: OTP - If selected, the OTP is sent to the user's registered email address, or the registered mobile number based on the Send OTP via configuration. Prerequisites: SMS Gateway must be configured to send the OTP via SMS. SMTP must be configured to send the OTP via email. User must have registered mobile number or registered e-mail ID to receive the OTP. Password - If selected, the user has to do the re-authentication only via their NT login credentials. Prerequisite: Active Directory must be accessible from the Application Server. Note: Re-authentication is available for Service Request module while creating a new SR or approving an SR.
Send OTP via	Select the method of receiving OTP. Available options are as follows: SMS - If selected, the end user will get the OTP via SMS on the registered mobile number. E-mail - If selected, the end user will get the OTP via e-mail on the registered e-mail ID. Note: This option is visible only if Re-Authentication Type is selected as OTP.
OTP expires In	Specify the time in minutes for which the OTP will be valid. The default OTP Expiry time is 3 minutes. The minimum OTP Expiry time is 1 minute. The maximum OTP Expiry time is 15 minutes.
MODULES
INCIDENT MANAGEMENT
User Dashboard Page	Allows to configure the components to display on the USER DASHBOARD page: Enable SLA: If selected, the RESOLUTION SLA and SLA SUMMARY tiles are displayed. If not selected, the OPEN BY STATUS Pie Chart is displayed instead. Enable My Entitlements: If selected, the MY ENTITLEMENTS tile is displayed. Frequently Used Service Catalogs: If selected, the FREQUENTLY USED SERVICE CATALOGS section is displayed. Quick Incident Logging: If selected, the QUICK INCIDENT LOGGING section is displayed. Show Log Issue/Request Search: If selected, the Log Issue/Request section is displayed on the DASHBOARD page, where the users can search for a specific keyword and log an Incident or a Service Request. Disable End User Dashboard Charts : If selected, the Resolution SLA and Response SLA graphs are not displayed. Enable Feedback: If selected, the FEEDBACK PENDING section is displayed to provide feedback. For more information about the FEEDBACK PENDING section, see End User Dashboard in Service Management. Disable ‘Looking for an Answer’ Text Box and ‘Knowledge Record’ Section: If selected, the Looking for an Answer search box and KNOWLEDGE RECORDS section are hidden.
Enable Feedback Page Without Authentication	Select the check box to display FEEDBACK pop-up page without logging into the application. This is applicable only for forms login. This works when the End User clicks on the hyperlink or image in the Incident/ Service Request e-mail notification.
Enable Information Ticker On Incident List	Select the check box to display the Information Ticker that shows the information about Incidents on the INCIDENT LIST page. For more information about the INCIDENT LIST page, see Service Management.
Enable IVR Mode on Log Incident and New Service Request for User	If selected, the following actions take place: Contact Number Exists in SummitAI When a User calls up the Support from a registered contact number, the Analyst is directed to the log new Incident page with the user details auto-populated fields. The recent Incidents and Service Requests logged by the User is also displayed. It also has an option to create Service Requests from the pop-up page. Contact Number Not Registered Users When a User calls up the Support from a contact number that does not exist in the SummitAI application, the Analyst is directed to the log new Incident page where the Analyst can create a new User and map the user while logging an Incident for the User. Note: This works in the same way for Service Requests. For more information, click here.
Caller Contact Number Attribute ID	Select the applicable attribute that is to be mapped with the IVR systems of the Organization. The attribute list is configured under the CUSTOM TAB of the NEW USER DETAILS page. For more information, see Adding Users.
Caller Contact Number Attribute Name	Type in the Attribute name for the selected Attribute ID.
Unique Call ID Name	Type in the Unique Caller ID name that you want to include in the query string.
Allow Different Tenants for Incident and Work Order	Select this check box to allow selection of different Tenants while creating Work Orders for Incident.
Display User Communication details of the Analyst in E-mail Notifications for Incident Management	Select this check box to display the User Communication details of the Analyst in the e-mail notification. Note: The key *IM_USERCOMM_TABLE* must be included in the mail body of the NOTIFICATION TEMPLATE.
Display User Communication details of the End User in E-mail Notifications for Incident Management	Select this check box to display the User Communication details of the End User in the e-mail notification. Note: The key *IM_USERCOMM_TABLE* must be included in the mail body of the NOTIFICATION TEMPLATE.
View Other Workgroup Incidents check box	Select this check box to allow Analysts to view the Incidents of other Workgroups . Default (Tenant Configuration): If selected, the user can view the Incident(s) of other workgroups for the Tenant which is configured as default. . Enable: If selected, the View Other Workgroup Incidents check box on the Filters pop-up of INCIDENT LIST page is enabled. Disable: If selected, the View Other Workgroup Incidents check box is disabled.
Device-wise Attribute Name for Incidents	Specify the Attribute name (Serial Number, Asset code etc.) based on which the data should be populated in the INCIDENT BY DEVICE REPORT.
WORK ORDER
Allow Workgroup Change	If the check box is selected, the Workgroup can be changed for the Incident.
SERVICE REQUEST
Allow Different Tenants for Request and Work Order	Select this check box to allow selection of different Tenants while creating Work Orders for Service Request.
Include SR Details in the SR E-mail	Select this check box to display the Custom Attributes configured in the Catalog in the End User SR notification e-mails. Note: The *SERVICEREQUEST_DETAILS* tag must be included in the NOTIFICATION TEMPLATE page to display the Custom Attributes configured in the Catalog at the End User SR notification e-mails body. The *CUSTOMATTRIBUTE* tag must be included in the NOTIFICATION TEMPLATE page to display the Service Request Custom Attributes. If included, the Custom Fields configured in the Service Request displayed in the SR notification e-mails body.
Display User Communication details in E-mail Notifications for Service Request Management	Select this check box to display the User Communication details in the e-mail notification. Note: The key *SR_USERCOMM_TABLE* must be included in the mail body of the NOTIFICATION TEMPLATE.
View Other Workgroup Requests Check Box	Select this check box to allow Analysts to view the Service Requests of other Workgroups. Default (Tenant Configuration): If selected, the user can view the Service Request(s) of other workgroups for the Tenant which is configured as default . Enable: If selected, the View Other Workgroup Incidents check box on the Filters pop-up of SERVICE REQUEST LIST page is enabled. Disable: If selected, the View Other Workgroup SRs check box is disabled.
Enable E-Procurement URL	Select the check box and enter the E-procurement URL on the corresponding field to enable the E-procurement module for the application.
Service Catalog/ Service Category Tile Color	Specify the color code (in HEX) to set the tile color for all the Service Catalogs and Service Categories.
ASSET MANAGEMENT
My Asset Page	Allows to configure the components to display on MY ASSET LIST page: Enable Accept: Select the check box to display Accept option on the MY ASSET LIST page. Enable Reject: Select the check box to display Reject option on the MY ASSET LIST page. Enable Return: Select the check box to display Return option on the MY ASSET LIST page. Disable Asset Details Information: Select the check box to disable the basic information of the Assets, such as Allocated Type, Allocated Date, Status, and Status. Enable Custom Columns: Select the check box to display the Custom Fields.
CHANGE MANAGEMENT
Customer Label Name	Specify the label name for Customers in the Change Management module.
KNOWLEDGE MANAGEMENT
Access to Retired Status Knowledge Records	Based on the selection of the check boxes, you can define the Role who can retire the Knowledge Records.
MENU SETTINGS
Show Only Icons on Menu Bar	If selected, only icons are displayed on the menu bar. The users need to re-login to the application to see the change.
USER PROFILE DISPLAY
Incident Management	Select the pages for which the user profile information should be displayed: Log Incident Page, My Incident Page, and Incident Details Page/ Log Incident For User.
Service Request Management	Select the pages for which the user profile information should be displayed: Log Service Request Page, My Service Request Page, Approve Service Request Page, and SR Details Page.
Fields	Select the fields that should be displayed in the user profile for both the Incident Management and Service Request Management modules. You can also specify a label name for the field to be displayed.
AUDIT LOG - E-MAIL NOTIFICATION CONFIGURATION
Select	Select the check box against the Module Name for which you want to send e-mail notifications when a field value is changed on the Configuration page.
Module Name	Displays the Names of the Modules available in the SUMMIT application.
E-mail ID	Configure the e-mail recipients for the modules to whom you want to send e-mail notifications when a field value is changed in the Configuration pages of a specific module.
REMOTE DESKTOP SHARING
Enable Basic Remote Desktop Sharing	If you want to enable the Basic Remote Desktop Sharing (free version) in the SUMMIT application, select the check box.
Enable Advanced Remote Desktop Sharing	If you want to enable the Advanced Remote Desktop Sharing (paid version) in the SUMMIT application, select the check box.
Hosted On	Select the type of SummitAI application installation type for enabling Advanced Remote Desktop Sharing, On-Premise or On Cloud.
Advanced Remote Desktop Sharing URL	Type in the Remote Desktop Sharing URL.
URL Display Name	Type in the Display name for the URL.
User Name	Type in the User Name.
Password	Type in the Password.
Confirm Password	Re-enter the password to confirm.
USER SEARCH TILE
Enable User Search Tile	Select the check box to display the configured details on the User Search Tile.
Display Mode	Select the required option from the drop-down list On Hover: If selected, the configured details are displayed when the cursor is hovered over a user name in the user control. On Page: If Selected, the configured details are displayed on the page.
Fields	Select the fields that should be displayed in the user search tile. You can also specify a label name for the field to be displayed.

For more information about Licensing, see SummitAI Service Management Licensing.

To configure Application Settings:

Field Description

Release Notes | Installation Guide | Other Documents