Difference between revisions of "Service Manager Settings"
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| − | + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-config/advanced-tools-and-settings/application-settings/ Hornbill Document Library]. | |
| − | + | ||
| − | + | [[file:hornbill-document-library.png|Application Settings|link=https://docs.hornbill.com/servicemanager-config/advanced-tools-and-settings/application-settings/]] | |
| − | { | + | <!-- |
| − | + | {{breadcrumb|[[Main Page|Home]] > [[Configuration]] > [[Service Manager Configuration]] > Settings|Administration}} | |
| − | + | {{Section| | |
== Introduction == | == Introduction == | ||
| − | The various application settings associated with Hornbill Service Manager can be configured in Hornbill administration under ''''' | + | [[file:ServiceManagerSettings.mp4|800px|border|right]]The various application settings associated with Hornbill Service Manager can be configured in Hornbill administration under '''''Configuration > Service Manager > Application Settings'''''. The page below describes some of the more commonly used settings. This is not a complete list and more settings can be viewed within Configuration. |
| + | <br><br> | ||
| + | |||
| + | '''Accessing Application Settings''' | ||
| + | ::* Select the Configuration Cog on the bottom of the left hand application menu bar | ||
| + | |||
| + | ::* From the Configuration Selector choose ''Service Manager'' | ||
| + | |||
| + | ::* Scroll the navigation panel and find the section ''Advanced Tools and Settings'' | ||
| − | + | ::* Select ''Application Settings'' | |
| | | | ||
| − | | | + | {{rightBox|In This Article| |
| − | + | :* [[#Email Settings|Email Settings]] | |
| − | + | :* [[#Category Settings|Category Settings]] | |
| + | :* [[#Portal Settings|Portal Settings]] | ||
| + | :* [[#Intelligent Capture Settings|Intelligent Capture Settings]] | ||
| + | :* [[#Request List Settings|Request List Settings]] | ||
| + | :* [[#Request Settings|Request Settings]] | ||
| + | :* [[#Configuration Management Settings|Configuration Management Settings]] | ||
| + | }} | ||
| + | {{rightBox|Related Articles| | ||
:* [[Service_Manager_Notification_Settings|Service Manager Notification Settings]] | :* [[Service_Manager_Notification_Settings|Service Manager Notification Settings]] | ||
| − | | | + | }} |
| + | }} | ||
| + | {{Section| | ||
| + | ==Email Settings == | ||
| − | + | ===Archiving Emails === | |
| − | |||
| − | === Archiving Emails === | ||
The Shared Mailboxes can be configured to automatically move the email into a folder of your choice. | The Shared Mailboxes can be configured to automatically move the email into a folder of your choice. | ||
| Line 30: | Line 46: | ||
:- This setting applies to all Shared Mailboxes that Service Manager Users have access to. | :- This setting applies to all Shared Mailboxes that Service Manager Users have access to. | ||
| − | === Email Authorisation === | + | ===Email Authorisation === |
An email can be sent to a user that is assigned an authorisation task. The user must be a full user and not a ''Basic'' user in order to receive and process the email authorisation. | An email can be sent to a user that is assigned an authorisation task. The user must be a full user and not a ''Basic'' user in order to receive and process the email authorisation. | ||
:* ''app.request.sendEmailToAuthorisers'' | :* ''app.request.sendEmailToAuthorisers'' | ||
| Line 36: | Line 52: | ||
:* ''guest.app.authorisations.email.revealOutcomes'' | :* ''guest.app.authorisations.email.revealOutcomes'' | ||
:: By default, an option to ''accept'' or ''reject'' the authorization is included as part of the authorization email. Turning this setting off will remove this option and the user will only have the option to view the authorisation. | :: By default, an option to ''accept'' or ''reject'' the authorization is included as part of the authorization email. Turning this setting off will remove this option and the user will only have the option to view the authorisation. | ||
| − | + | |}} | |
== Category Settings == | == Category Settings == | ||
| Line 77: | Line 93: | ||
* ''guest.servicemanager.portal.additionalRequestTypes.change'' | * ''guest.servicemanager.portal.additionalRequestTypes.change'' | ||
:- The default is 'Off' | :- The default is 'Off' | ||
| − | :- When the setting is 'Off' customers will not see Changes on the | + | :- When the setting is 'Off' customers will not see Changes on the portal requests lists, nor see any configured portal visible Change Catalog Items |
| − | :- When the setting is 'On' customers will see '''All''' new and historic Change records in the request lists on the portals where they are | + | :- When the setting is 'On' customers will see '''All''' new and historic Change records in the request lists on the portals where they are marked as the customer |
:- When the setting is 'On' customers will have the option to see and use portal visible change catalog Items for their subscribed services | :- When the setting is 'On' customers will have the option to see and use portal visible change catalog Items for their subscribed services | ||
| − | == | + | * ''guest.com.hornbill.servicemanager.showRespondByDate'' |
| + | :- The default is `Off` | ||
| + | :- When this setting is 'On' the Respond by date/time will be displayed in the right-hand information box of a request on the Customer Portal. | ||
| + | |||
| + | == Intelligent Capture Settings == | ||
* ''servicemanager.progressiveCapture.servicedetails.enableSupportVisibility'' | * ''servicemanager.progressiveCapture.servicedetails.enableSupportVisibility'' | ||
| Line 144: | Line 164: | ||
== Configuration Management Settings == | == Configuration Management Settings == | ||
{{bullet1|app.cm.explorer.diagram.expand|These are the entities that can be expanded in the Explorer. The entities with 'false' will have no icon expand/collapse. If a new entity is added in the future in the Conf. Manager app, and this object is not updated with the new entity name, then its value will be set to the default value, which is 'false' (i.e. the user will not be able to expand/collapse the nodes for that entity). The entities currently shown in the diagram are Asset, Colleagues, Contact, Attachment, Requests, Services.}} | {{bullet1|app.cm.explorer.diagram.expand|These are the entities that can be expanded in the Explorer. The entities with 'false' will have no icon expand/collapse. If a new entity is added in the future in the Conf. Manager app, and this object is not updated with the new entity name, then its value will be set to the default value, which is 'false' (i.e. the user will not be able to expand/collapse the nodes for that entity). The entities currently shown in the diagram are Asset, Colleagues, Contact, Attachment, Requests, Services.}} | ||
| − | {{bullet2|Default Settings | + | {{bullet2|Default Settings| |
"Asset" : true, | "Asset" : true, | ||
"Colleagues" : false, | "Colleagues" : false, | ||
| Line 156: | Line 176: | ||
{{bullet1|app.cm.explorer.diagram.level.max|The max level shown in the explorer. Min value is 2 (root plus children)}} | {{bullet1|app.cm.explorer.diagram.level.max|The max level shown in the explorer. Min value is 2 (root plus children)}} | ||
| − | {{bullet2|Default Setting | + | {{bullet2|Default Setting| |
3 | 3 | ||
}} | }} | ||
| − | {{bullet1|app.cm.explorer.items.dependencies|This setting holds the possible dependencies that can be set between two entities. The possible entities are Asset, Colleagues, Contact, Attachment, Requests, Services. The property "defs" hold all possible list of values. | + | {{bullet1|app.cm.explorer.items.dependencies|This setting holds the possible dependencies that can be set between two entities. The possible entities are Asset, Colleagues, Contact, Attachment, Requests, Services. The property "defs" hold all possible list of values. To associate a list to two linked entities, you must add a property by following this rule: From + entity1 + To + entity2, where entity1 and entity2 can be any value chosen from Asset, Colleagues, Contact, Attachment, Requests, Services. If the two entities are the same (for example 2 assets), then you may define the list of possible values as AssetFromParentToChild and AssetFromChildToParent. For other entities works the same way. Any missing value will detault to the list in defs.default. }} |
| − | |||
| − | To associate a list to two linked entities, you must add a property by following this rule: From + entity1 + To + entity2, where entity1 and entity2 can be any value chosen from Asset, Colleagues, Contact, Attachment, Requests, Services. | ||
| − | |||
| − | If the two entities are the same (for example 2 assets), then you may define the list of possible values as AssetFromParentToChild and AssetFromChildToParent. For other entities works the same way. | ||
| − | |||
| − | Any missing value will detault to the list in defs.default. }} | ||
"defs" : { | "defs" : { | ||
| Line 178: | Line 192: | ||
"AssetFromChildToParent" : "set2" | "AssetFromChildToParent" : "set2" | ||
| − | + | {{bullet1|app.cm.explorer.items.inPolicy|They are the entities that can be set in/out policy. The entities with 'false' will have no property inPolicy=true/false. If a new entity is added in the future in the Conf. Manager app, and this object is not updated with the new entity name, then its value will be set to the default value, which is 'true' (i.e. the user will be able to put the new items in/out of policy). The entities currently shown in the diagram are Asset, Colleagues, Contact, Attachment, Requests, Services.}} | |
| − | They are the entities that can be set in/out policy. The entities with 'false' will have no property inPolicy=true/false. If a new entity is added in the future in the Conf. Manager app, and this object is not updated with the new entity name, then its value will be set to the default value, which is 'true' (i.e. the user will be able to put the new items in/out of policy). The entities currently shown in the diagram are Asset, Colleagues, Contact, Attachment, Requests, Services. | ||
"Asset" : true, | "Asset" : true, | ||
| Line 189: | Line 202: | ||
"default" : true | "default" : true | ||
<br> | <br> | ||
| − | + | --> | |
| − | [[Category: | + | [[Category:HDOC]] |
| + | <!-- https://docs.hornbill.com/servicemanager-config/advanced-tools-and-settings/application-settings --> | ||
Latest revision as of 21:12, 18 March 2024
This document can now be found at its new location in the Hornbill Document Library.
