Difference between revisions of "Platform Configuration"

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__NOTOC__[[Main Page|Home]] > [[Administration]] > System
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{{breadcrumb|[[Main_Page|Home]] > [[Configuration]] > Platform Configuration|Configuration}}
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[[File:SystemCardNoBoarder.png|right|250px|System]]
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{{Section|
 
==Introduction==
 
==Introduction==
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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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The System page offers quick access to some of the common configurations for your instance. System settings are global to all the installed applications or contains 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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==Organisational Data==
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===[https://docs.hornbill.com/esp-config/organizational-data/user-accounts/about-user-accounts Users]===
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==Features==
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Hornbill user accounts are used for people that are internal to your organization who wish to interact within Hornbill, either by using one of the applications or to request service via the [[Employee Portal]] (self-service). User management includes the creation, archiving, suspending, and deletion of user accounts.
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The availability of each of the following features is dependent on rights set against each user's profile.  
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===[https://docs.hornbill.com/esp-config/organizational-data/roles Roles]===
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Hornbill comes with a range of roles ready to associate to your users. Each app is installed with a set of default roles specifically designed to govern access to that application. Manage role assignments to your users or create some of your own.
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=== Organizational Data ===
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===[https://docs.hornbill.com/esp-config/organizational-data/organization Organization]===
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Here you will find everything to do with getting your users into Hornbill and giving them access to the different aspects of Hornbill. Your organizational structure can be defined by its different levels of logical groups as well as defining the physical sites.  
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The Hornbill platform allows for the creation of a hierarchical organizational structure. Create and manage organization groups, teams, and their members.
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* [[Users]]
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===[https://docs.hornbill.com/esp-config/organizational-data/organization Locations]===
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* [[Roles]]
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Locations can be configured to reflect the different physical locations that exist within an organization. Create locations and associate the users that are located at that location.
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* Organization
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===[https://docs.hornbill.com/esp-config/organizational-data/user-templates User Templates]===
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* Sites
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User templates are used to create a standard set of settings which can then be used to create user accounts through auto provisioning or when users are manually created.
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* User Templates
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===[https://docs.hornbill.com/esp-config/organizational-data/user-availability-states User Availability States]===
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These states are available to a user who can select a suitable state from their User Profile menu to make other users aware of their availability. Enable or disable which statues your would like to use or create some of your own.
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=== Security ===
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===[https://docs.hornbill.com/esp-config/organizational-data/guest-accounts Guest Accounts]===
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* SSO Profiles
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The Guest Accounts page lets you configure Contact access to the Customer Portal. The list of Guest Accounts is automatically generated by either the manual entry of a Contact in the main Hornbill client or when Auto Registration is enabled.
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=== Manage Portals ===
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===[https://docs.hornbill.com/esp-config/organizational-data/guest-account-templates Guest Account Templates]===
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* Portal Accounts
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Guest Account templates are used to create a standard set of settings which can then be used to create contact records through auto provisioning.
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* Guest Accounts
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<br><br>
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* Guest Account Templates
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{{TOP}}
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* Customize Customer Portal
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==Security==
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* Customize Service Portal
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===[https://docs.hornbill.com/esp-config/security/sso/single-sign-on SSO Profiles]===
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* Translate
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===[https://docs.hornbill.com/esp-config/security/keysafe KeySafe]===
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* Advanced Settings
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<br><br>
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=== Workflow ===
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{{TOP}}
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* Service Level Calendars
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==Customise==
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=== Settings ===
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===[https://docs.hornbill.com/esp-config/customize/customer-portal-setup Customer Portal]===
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* Advanced
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===[https://docs.hornbill.com/esp-config/customize/employee-portal/employee-portal-configuration Employee Portal]===
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* Webhooks
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===[https://docs.hornbill.com/esp-config/customize/login-screen Login Screen]===
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=== Email ===
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===[https://docs.hornbill.com/esp-config/customize/service-domains Service Domains]===
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* Outbound Mail Routing
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===[https://docs.hornbill.com/esp-config/customize/working-time-calendars Working Time Calendars]===
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* [[Shared Mailboxes]]
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<br><br>
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* Templates
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{{TOP}}
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* Routing Rules
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==Integration==
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=== Data ===
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===[https://docs.hornbill.com/esp-config/integration/webhooks Webhooks]===
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* Profiles
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===[https://docs.hornbill.com/esp-config/integration/integration-connectors Integration Connectors]===
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* Auto Values
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<br><br>
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* Index Storage
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{{TOP}}
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* Database Direct
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==Email==
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* File Browser
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===[https://docs.hornbill.com/esp-config/email/adding-an-email-domain Email Domains]===
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=== Language ===
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===[https://docs.hornbill.com/esp-config/email/shared-mailboxes Shared Mailboxes]===
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* Translations
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===[https://docs.hornbill.com/esp-config/email/templates Email Templates]===
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* Manage Languages
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===[https://docs.hornbill.com/esp-config/email/using-email-routing-rules Inbound Routing Rules]===
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=== Monitor ===  
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===[https://docs.hornbill.com/esp-config/email/direct-outbound Direct Outbound]===
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* Log Files
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<br><br>
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* Sessions
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{{TOP}}
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=== [[App Store]] ===
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==Data==
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===[https://docs.hornbill.com/esp-config/data/profiles Profiles]===
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=== Latest Changes ===
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===[https://docs.hornbill.com/esp-config/data/data-import-configurations Data Import Configurations]===
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A detailed history of updates to your Hornbill Instance can be viewed from here. Click on the ''Show More'' button on any of the releases to show a detailed history of all the new features, changes to existing features, and any fixes that have been applied to your Hornbill Instance.
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<br><br>
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{{TOP}}
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Release notes are available for the following
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==Internationalization==
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* Hornbill ESP
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===[https://docs.hornbill.com/esp-config/internationalization/user-interface-translations User Interface Translations]===
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* Hornbill Administration
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===[https://docs.hornbill.com/esp-config/internationalization/supported-languages Supported Languages]===
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* Hornbill User Application
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<br><br>
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{{TOP}}
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[[Category:Administration]]
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==Advanced Analytics==
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<br><br>
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{{TOP}}
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===[https://docs.hornbill.com/esp-config/advanced-analytics/measures Measures]===
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===[https://docs.hornbill.com/esp-config/advanced-analytics/widgets Widgets]===
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===[https://docs.hornbill.com/esp-config/advanced-analytics/dashboards Dashboards]===
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===[https://docs.hornbill.com/esp-config/advanced-analytics/slideshows Slideshows]===
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<br><br>
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{{TOP}}
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==Reporting==
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===[https://docs.hornbill.com/esp-config/reporting/reports Reports]===
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<br><br>
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{{TOP}}
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==Monitor==
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===[https://docs.hornbill.com/esp-config/monitor/log-files Log Files]===
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<br><br>
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{{TOP}}
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==Advanced Tools & Settings==
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===[https://docs.hornbill.com/esp-config/advanced-tools-and-settings/database-direct Database Direct]===
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===[https://docs.hornbill.com/esp-config/advanced-tools-and-settings/advanced-system-settings Advanced System Settings]===
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===[https://docs.hornbill.com/esp-config/advanced-tools-and-settings/entity-explorer Entity Explorer]===
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===[https://docs.hornbill.com/esp-config/advanced-tools-and-settings/auto-values Auto Values]===
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<br><br>
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{{TOP}}
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|
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{{rightBox|In this article|
 +
:* [[#Organisational Data|Organisational Data]]
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:* [[#Security|Security]]
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:* [[#Customise|Customise]]
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:* [[#Integration|Integration]]
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:* [[#Email|Email]]
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:* [[#Data|Data]]
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:* [[#Advanced Analytics|Advanced Analytics]]
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:* [[#Reporting|Reporting]]
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:* [[#Monitor|Monitor]]
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:* [[#Advanced Tools & Settings|Advanced Tools & Settings]]
 +
}}
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{{rightBox|Related articles|
 +
:* [[Integration]]
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:* [[Applications]]
 +
:* [https://docs.hornbill.com/hornbill-cloud/continuous-delivery Continuous Delivery]
 +
}}
 +
}}
 +
[[Category:Configuration]]

Latest revision as of 20:47, 21 November 2023

Home > Configuration > Platform Configuration Index

Introduction

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.

Organisational Data

Users

Hornbill user accounts are used for people that are internal to your organization who wish to interact within Hornbill, either by using one of the applications or to request service via the Employee Portal (self-service). User management includes the creation, archiving, suspending, and deletion of user accounts.

Roles

Hornbill comes with a range of roles ready to associate to your users. Each app is installed with a set of default roles specifically designed to govern access to that application. Manage role assignments to your users or create some of your own.

Organization

The Hornbill platform allows for the creation of a hierarchical organizational structure. Create and manage organization groups, teams, and their members.

Locations

Locations can be configured to reflect the different physical locations that exist within an organization. Create locations and associate the users that are located at that location.

User Templates

User templates are used to create a standard set of settings which can then be used to create user accounts through auto provisioning or when users are manually created.

User Availability States

These states are available to a user who can select a suitable state from their User Profile menu to make other users aware of their availability. Enable or disable which statues your would like to use or create some of your own.

Guest Accounts

The Guest Accounts page lets you configure Contact access to the Customer Portal. The list of Guest Accounts is automatically generated by either the manual entry of a Contact in the main Hornbill client or when Auto Registration is enabled.

Guest Account Templates

Guest Account templates are used to create a standard set of settings which can then be used to create contact records through auto provisioning.

(Top of Page)

Security

SSO Profiles

KeySafe



(Top of Page)

Customise

Customer Portal

Employee Portal

Login Screen

Service Domains

Working Time Calendars



(Top of Page)

Integration

Webhooks

Integration Connectors



(Top of Page)

Email

Email Domains

Shared Mailboxes

Email Templates

Inbound Routing Rules

Direct Outbound



(Top of Page)

Data

Profiles

Data Import Configurations



(Top of Page)

Internationalization

User Interface Translations

Supported Languages



(Top of Page)

Advanced Analytics



(Top of Page)

Measures

Widgets

Dashboards

Slideshows



(Top of Page)

Reporting

Reports



(Top of Page)

Monitor

Log Files



(Top of Page)

Advanced Tools & Settings

Database Direct

Advanced System Settings

Entity Explorer

Auto Values



(Top of Page)

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