Difference between revisions of "Configuration"

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__NOTOC__[[Main_Page|Home]] > Administration [[File:AdminLogoLg.png|right|400px|Hornbill Administration]]
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{{DISPLAYTITLE:Configuration}}
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{{Breadcrumb|[[Main_Page|Home]] > Configuration|Configuration}}
  
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== Introduction ==  
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{{Section|
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==[https://docs.hornbill.com/esp-config/getting-started/using-configuration Configuration]==
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Hornbill [https://docs.hornbill.com/esp-config/getting-started/using-configuration Configuration] gives access to Hornbill's advanced features and settings. The different areas within [https://docs.hornbill.com/esp-config/getting-started/using-configuration Configuration] are sensitive to your rights and each user will only see the options for which they have been granted access.
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{{rightBox|Related Articles|
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:* [[Business Process Designer]]
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:* [[Intelligent Capture Designer]]
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}}
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|}}
  
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Hornbill Administration is an application used to administer your cloud instance of Hornbill and to access some of its advanced features. The different areas within Administration are sensitive to your rights and each user will only see the options for which they have been granted access.
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==Application Configuration==
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{|cellspacing="10"
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|-
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| style="width:250px; border:2px solid #AAA; padding:1em;" |
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[[File:BoardManagerConfig.png|link=Board Manager Administration]]
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| style="width:250px; border:2px solid #AAA; padding:1em;" |
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[[File:DocumentManagerConfig.png|link=Document Manager Administration]]
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| style="width:250px; border:2px solid #AAA; padding:1em;" |
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[[File:LiveChatConfig.png|link=Live Chat Administration]]
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|-
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| style="width:250px; border:2px solid #AAA; padding:1em;" |
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[[File:ProjectManagerManagerConfig.png|link=Project Manager Administration]]
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| style="width:250px; border:2px solid #AAA; padding:1em;" |
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[[File:ServiceManagerConfig.png|link=Service Manager Configuration]]
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| style="width:250px; border:2px solid #AAA; padding:1em;" |
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[[File:itomconfigmenu.png|link=ITOM Administration]]
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|-
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| style="width:250px; border:2px solid #AAA; padding:1em;" |
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[[File:SupplierManagerConfig.png|link=Supplier Manager Administration]]
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| style="width:250px; border:2px solid #AAA; padding:1em;" |
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[[File:TimesheetManagerConfig.png|link=Timesheet Manager Administration]]
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|}
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==[[Hornbill Solution Center]]==
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The Solution Center brings together all the information about your Hornbill. Apps, subscriptions, what's new, what's available, what's coming, and more.
  
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You can access Hornbill Administration from a web browser using the URL <nowiki>https://admin.hornbill.com/<instance-name>/</nowiki> or select the Administration link from the Profile menu in the top right of the Hornbill client.  This Administration link will only be visible if you have been granted rights to manage some of the different areas within administration.
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[[File:SolutionCenter.png|border|link=Hornbill Solution Center]]
  
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== Features ==
 
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=== Profile ===
 
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
 
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:From your profile picture in the top right of the Administration there are a number of features that you can access
 
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<div class="mw-collapsible-content">
 
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:* Account Settings*
 
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:::Access to your personal settings for your account
 
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:* About
 
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::: Provides version and instance information 
 
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:* Submit Feedback
 
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::: Send Us some feedback about what you think of the Administration app
 
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:* Hornbill Collaboration
 
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::: Take you to the main Hornbill Client as the user that you are currently signed in as
 
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:* Translation Mode*
 
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::: Lets you translate the labels in context to where they are displayed in the different pages of Administration
 
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:* Log Out
 
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::: This ends your session in Hornbill
 
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:: ''Note *These options are only available with the appropriate rights.''
 
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</div>
 
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</div>
 
  
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=== Breadcrumbs ===
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[[Category:Configuration]]
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As you navigate through Administration the breadcrumb always lets you know where you are and give you quick access to move back to a previous page
 
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=== Search ===
 
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The Search features lets you easily locate the different areas that are accessible to you within Administration
 
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=== Help ===
 
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Accessed by clicking on the ? different options for accessing help are made available
 
  
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* Tours
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<!--
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:: Where the Tour option is avaiable, clicking on this will take you through some of the key parts of the area that you are currently looking at
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You can access Hornbill Configuration from the main Hornbill App using the URL ''<nowiki>https://live.hornbill.com/<instance-name>/</nowiki>''. To view the Configuration select the cog icon [[file:cogbutton.png|30px|link=]] displayed at the bottom of the left hand menu bar, or use Ctrl+Shift+S on your keyboard.
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* Help
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<br><br>
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:: Where the Help option is available, clicking on this will take you to the Hornbill Wiki page that describes this particular area of Administration
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[[file:Configuration.mp4|800px]]
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* Hornbill Wiki
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<br><br>
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:: Clicking here will take to you to the Hompe Page of the Hornbill Wiki
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==Search==
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The Configuration Search provides rapid access to all of the configurable features and settings.  The search is designed to query as you type, providing near instant access to the search results. The results will only include items based on the rights and roles of the user performing the search.
  
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=== Cards ===
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[[File:searchconfig.png|link=]]
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Cards are displayed for each of the configurable areas.  Clicking on any card will allow you to access settings, configuration, reporting, and much more.
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===Using Search from the Keyboard===
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You can access the Configuration Search from anywhere within Hornbill using the keyboard shortcut Ctrl+Shift+S. Once you have entered search mode simply start typing and the most relevant search results will be returned as you type. Once you are presented with one or more search results, you can use the Up/Down arrow keys to highlight the search result of interest and press <return> to navigate to that item.
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===Search Help===
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Click on the [[File:searchhelp.png|link=]] to show a list of additional search options.  This includes prefixes that can be added to your search text in order to get more focused results.
  
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* [[System Administration | System]][[File:SystemCard.png|right|200px|System Card]]
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==Browse==
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:: Options available under the System Card include settings that are global to all the installed applications or contain features and utilities that are specific to your Instance. Configure everything from setting up your Organizational structure including the users, departments, and teams that will be using Hornbill and their rights to what they can access down to setting up mailboxes, webhook integration, and down to the finite system settings 
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The Configuration Selector allows you to browse the different areas that can be configured. When first opening Configuration, the view will default to '''My Personal Settings''' where a user can update and modify their profile.  The availability of other items in this list are determined by the rights and roles of the current user.
  
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* Collaboration [[File:CollaborationCard.png|right|200px|Collaboration Card]]
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[[file:browseConfiguration.png|link=|border]]
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:: Option available under this Collaboration Card provide settings and configuration options that are specific the the Collaboration App.  The Collaboration app is a core port of Hornbill and is available without having to install. The Collaboration App gives users access to a news feed, workspaces, conversations, co-worker look-ups, activity management, and their personal profile.
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<br><br>
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{{TOP}}
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==System Configuration==
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===[[My Personal Settings]]===
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Personalize your Hornbill experience. Set your language preferences, configure your notifications and manage which devices are linked to your Hornbill account.
  
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* Add More Apps [[File:AddMoreApps.png|right|200px|Add More Apps Card]]
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[[File:MyPersonalSettingsConfig.png|border|link=My Personal Settings]]
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::By clicking here you get access to the Hornbill App Store where you can install new and exciting Hornbill Apps.  For each App that you install an new card will be available to configure the different elements of that app.
 
  
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===[[Platform Configuration]]===
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Platform Configuration gives you access to all the configuration settings for your Hornbill instance. Configure everything from setting up your Organizational structure including the users, departments, and teams that will be using Hornbill and their rights to what they can access down to setting up mailboxes, webhook integration, and the finite system settings.
  
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[[File:PlatformConfig.png|border|link=Platform Configuration]]
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[[Category:Administration]]
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Latest revision as of 16:01, 22 November 2023

Home > Configuration Index

Configuration

Hornbill Configuration gives access to Hornbill's advanced features and settings. The different areas within Configuration are sensitive to your rights and each user will only see the options for which they have been granted access.

Application Configuration

BoardManagerConfig.png

DocumentManagerConfig.png

LiveChatConfig.png

ProjectManagerManagerConfig.png

ServiceManagerConfig.png

Itomconfigmenu.png

SupplierManagerConfig.png

TimesheetManagerConfig.png

Hornbill Solution Center

The Solution Center brings together all the information about your Hornbill. Apps, subscriptions, what's new, what's available, what's coming, and more.

SolutionCenter.png


Retrieved from "https://wiki.hornbill.com/index.php?title=Configuration&oldid=31627"