LogoLogo
Submit Feedback
ASM EOS 10.5
ASM EOS 10.5
  • Welcome to ASM EOS 10.5!
    • EOS (ASM Version 10.5) Release Notes
  • Use ASM
    • About the Alemba Service Manager Family
      • URLs and Access Parameters
        • System Access URLs
        • ASM Self Service Portal URLs
        • Pre-Populating Search Fields
      • Product Videos
    • Using the Self Service Portal
      • Logging on to Self Service Portal
        • Forgotten User ID and Password (Self Service Portal)
        • Password Expiry
      • Self Service Portal Home Page
      • Self Administration in Self Service Portal
        • Updating Your Contact Details
        • Changing Your Password
        • Delegating Work
      • Logging and Reviewing Tickets and Tasks/Approvals
        • Using the Logging Forms in Self Service Portal
        • Suggested Knowledge in the Self Service Portal
        • Reviewing Your Tickets in the Self Service Portal
      • Self Diagnosis from Self Service Portal
      • Searching the Knowledge Bank in Self Service Portal
      • Chat
      • Service Request Catalog
    • Using Nano
      • Nano Feature List
      • NANO Video Tutorial - Quick Start
      • Nano Application
        • Viewing Your Workload in NANO
        • Viewing Bulletins
        • Nano Matching Panel
        • Using the Call, Request, and Task Details window
        • Working with Entities in Nano
        • Using Resource Manager in NANO
        • Viewing Your Outstanding Tasks
    • Using ASM Core
      • Getting Started
        • The ASM Core Window
          • The Information Panel
          • The View Option
          • The New Option
          • Configuring search results
        • Changing your Password
        • Generating an ASM statistics report
        • Printable Reports from within Core
        • Searching for Items
          • Outstanding Item Searches
          • Saved searches
          • Viewing Search Results in Graphs
        • Indicators - Icons
      • Managing Your Tickets - Calls and IPK
        • Working with Calls
          • About the Call Details Window
          • Cloning Option
          • Log New Request from Call
          • Watch Call
          • Change a Call from an Incident to a Problem, Known Error, Major Incident, or Service Request
          • About the Service Window
          • About the Call Information Panel
          • About the Matching Panel
          • Add Notes - Updating Your Tickets
            • Notes: Offline Conversations with the User
        • Call Details Explorer Options
          • Call Activities Explorer Option
          • Linking Explorer Option
          • Forum Analysts Explorer Option
          • AI Ops Explorer Option
          • Viewing Event Transactions from a Call or Request
        • Overview of CTI in Alemba Service Manager
          • Storing Telephone Numbers for CTI
        • Logging a Call
        • Using Quick Forms in ASM Core
        • Deferring a Call
        • Reassigning/Forwarding a Call(s) Internally
        • Forwarding a Call Externally
        • Creating an Outage from a Call
        • Closing a Call
      • Requests and Tasks
        • Viewing your Request Workload
          • Viewing Outstanding Requests
          • Searching for Requests
        • Submit a New Request
        • Searching for Tasks
        • Completing a Task
        • Sending email from a task
        • Forwarding a Task Internally - Reassignment
        • Completing an Approval
        • Managing Change Calendars
        • Managing Resources
          • Preparing to Use Resource Manager
          • Using Resource Manager
          • Allocating Tasks in Resource Manager
      • Ordering Service Actions within ASM Core
      • Adding Attachments
      • Managing your CMDB
        • Managing CMDB Items
          • Cloning CMDB Items
          • Completing CMDB Item Details
          • CMDB Linking Diagram
          • Freezing CMDB Items
          • Linking CMDB Items
        • Managing Your Assets
          • Managing Inventory Items
          • Managing Software Products
          • Thresholds Explorer Option
          • Managing Transactions
            • Purchasing Items
            • Reserving Items
            • Allocating Items
            • Transferring Ownership of Items
            • Retiring Items
            • Changing Availability Status of Items
            • Adding an order from a search field
          • Specifying Usage Criteria
        • Managing your Service Portfolio
          • Managing Services
          • Managing Service Actions
            • Defining the Outcome of Selecting a Service Action
          • Managing Service Bundles
        • Managing Organizations
        • Managing Locations
        • Managing Cost Centers
        • Managing Jurisdictions
        • Managing Subscriber Groups
        • Managing Stakeholders
        • Options in the CMDB Items Explorer Pane
        • Allocating Change Windows to CMDB Items
        • Managing People
        • Managing Contracts
        • Managing Availability
          • Managing Outages
          • Impact Criteria
          • Displaying Outages
        • Managing Agreements
          • Defining Agreement Thresholds
          • Linking Service Items to an Agreement
          • Attaching Selection Criteria to Agreements
          • Agreement Measurements
      • Configuring AI Ops
        • Using the AI Ops Wizard
        • Managing AI Ops Rules
      • Knowledge Management
        • Managing Knowledge Entries
        • The Knowledge Bank Explorer
        • Viewing Knowledge Entries
        • Knowledge Administration
      • Configuring Reminders
      • Using IPK Workflow Rules
        • Part 1 - Building the Workflows
        • Part 2 - Defining Workflow Criteria Rules
          • Defining Call Fields for IPK Rules
        • Part 3 - Assigning Workflows to Rules
        • Configuring Call Auto Close Rules
        • Running Multiple Workflow Types on a Call
      • The Bulletin Board
        • Viewing Bulletins
        • Managing Bulletins
      • Using Timesheets
      • Scheduling Calls and Requests
      • Quick Forms Quick Start Guide
      • Instant Messaging/Internal Messages
      • Sending an Email
        • Finding Recipients
      • Delegation Setup
    • Dashboards and Reporting
      • Dashboard Configuration and User Learning Guide
      • Descriptions of Default Reports and Dashboards (SDI Classifications)
        • 8.3 Number of Incidents and Service Requests
        • 8.4 Average Time to Respond
        • 8.6 Average time to resolve incidents or fulfill service requests
        • 8.7 First Contact Incident Resolution and Request Fulfilment Rate
        • 8.8 First Level Incident Resolution and Request Fulfillment Rate
        • 8.9 Reopned Incident Rate
        • 8.10 Backlog Management
        • 8.11 Percentage of hierarchic escalations
        • 8.21 Percentage of Functional Escalations copy
        • 8.23 Average incident resolution time by priority
        • 8.24 Average request fulfilment time by priority
        • 8.25 Average resolution time by incident category
        • 8.26 Average fulfilment time by service request type
        • 8.27 Comparison of service level targets to performance
        • 8.28 Service Desk Knowledge Usage
        • 8.29 Customer Facing Knowledge Usage
        • 8.30 Service Desk Knowledge Quality and effectiveness
        • 8.31 Customer facing knowledge quality and effectiveness
        • 8.33 Monitoring Incidents caused by changes measured against target
        • 8.34 Total cost of service delivery
        • 8.35 Average cost per incident by channel
        • 8.36 Average cost per service request by channel
        • 8.43 Problem records created through proactive problem management
        • 8.44 Incident reduction through problem management
      • Install SDI Reporting Pack
      • Dashboards and Reports (.sydx Files)
      • Connecting to Power BI/Other Data Sources
      • Sample SQL Queries
      • Migrating your Syncfusion Dashboards to a New Server
  • SetUp & Configure ASM
    • Licensing
      • Licensing model
      • ASM Person Licenses
    • Installation and Upgrade
      • Alemba Service Manager On-Premise Architecture
      • HERMES Installation Guide
        • HERMES Prerequisites
        • Upgrading/Installing ASM to HERMES Step by Step Guide
      • EOS Installation Guide
        • Upgrading/Installing ASM to EOS Step by Step Guide
        • EOS Prerequisites
        • EOS Known Issues
      • GAIA Installation Guide
        • Upgrading/Installing ASM to GAIA Step by Step Guide
        • GAIA Prerequisites
      • Installation PowerShell Parameters
        • Administration Using PowerShell Scripts
      • Installation Guide for Syncfusion Dashboards
        • Part 1-Syncfusion Dashboard Server Installation
        • Part 2-Syncfusion Server Check HTTPS Binding has been Configured
        • Part 3-Syncfusion Server User Management Server (UMS) Configuration
        • Part 4-Syncfusion Server Configure the Dashboard Server
        • Part 5-Syncfusion Server Patching the Scheduler Service
      • Upgrading from vFire 9.2 or Below
      • Installing and upgrading on Multiple Web Servers
      • About Installing or Patching to ASM 10.1
      • Upgrading where downloading files is not possible
      • On Premise Architecture Diagrams
      • Configuring external network access to ASM
      • About the Polling Services
      • Configuration or Customization
      • Uninstalling ASM Core
    • Setting Up your System
      • Logging in as Administrator
      • Configuring an existing system
      • Configuring Nano
        • Configuring Nano
        • Request Phases
      • Setup Email
        • Setting Up Incoming and Outgoing Email
          • Email Server Configuration
          • Methods of Authentication for Mail Servers
          • About - Incoming Email
            • Recognized Incoming Email Subject Headings
          • Incoming POP3, IMAP, and MAPI Email Server Settings
            • Configuring MAPI
          • Incoming Email via API
          • How the Logging Analyst is Determined on an Incoming Email
          • Outgoing SMTP and MAPI Email Server Settings
          • Outgoing Email via Web Hooks
          • Configure Azure MS Graph API
          • Configuring Exchange Web Services (EWS)
            • Prerequisites
            • EWS - Configure Outgoing Email
            • EWS - Configure Incoming Email
            • EWS - Authorize the Connection
            • EWS - Troubleshooting
        • Mail Message Access (MMA)
      • Setup IM (Internal Messaging)
      • System Administration Settings
        • Custom Global Profile Fields
        • System Settings Menu
          • Your Organization
          • Partitioning
            • Configuring Partitions
            • Partition Settings
          • System Settings
          • Security Profiles
          • Server Time Zone
            • Storing Time Zone Information
            • Time Zone Settings
          • Defining Working Hours
          • Defining public holidays
          • Reset References
          • System Source Titles
          • Browse Limits
          • Messaging
          • Message Types
            • Message Type Definitions
          • Pager Settings
          • Pager Types
          • Activity Log
          • Stored Procedures
          • System Titles
          • Quick Launch
          • Quick Notes
          • Auditing
            • Administration Audit Trail
          • User and Analyst Search Field Settings
        • Security
          • Security Settings
          • Security Settings (Partitioned)
          • IPK Groups
          • Workflow Management Groups
          • Controlling log in
        • Security Roles
          • General Access Security Role
            • Admin Tab
            • Timesheets Tab
          • IPK Management Security Roles
            • IPK Management Role: Options Tab
            • IPK Management Security Role: Groups Tab
            • IPK Management Security Role: IPK Streams Tab
            • IPK Management Security Role: IPK Statuses Tab
            • IPK Management Security Role: Forms Tab
            • IPK Management Security Role: Quick Launch Tab
            • IPK Management Security Role: Fwd Groups Tab
          • Workflow Management Security Roles
            • Workflow Management Security Role: Shared Tab
            • Workflow Management Security Role: Requests Tab
            • Workflow Management Security Role: Tasks Tab
            • Workflow Management Security Role: Processes Tab
            • Workflow Management Security Role: Groups Tab
            • Workflow Management Security Role: Request Screen Sets Tab
            • Workflow Management Security Role: Task Screen Sets Tab
            • Workflow Management Security Role: Appr. Screen Sets Tab
            • Workflow Management Security Role: User Approval Screen Sets Tab
            • Workflow Management Security Role: External Supplier Screen Sets Tab
            • Workflow Management Security Role: Closure Task Screen Sets Tab
            • Workflow Management Security Role: Forms Tab
            • Workflow Management Security Role: Template Tab
            • Workflow Management Security Role: Request Quick Launch Tab
            • Workflow Management Security Role: Task Quick Launch Tab
          • Configuration Management Security Roles
            • Configuration Management Security Role: CMDB Items Tab
            • Configuration Management Security Role: People Tab
            • Configuration Management Security Roles: Organizations Tab
            • Configuration Management Security Role: Locations Tab
            • Configuration Management Security Role: Contracts Tab
            • Configuration Management Security Role: Subscriber Groups Tab
            • Configuration Management Security Role: Cost Centers Tab
            • Configuration Management Security Role: Jurisdictions Tab
            • Configuration Management Security Role: Forms Tab
          • Service Level Management Security Roles
            • Service Level Management Security Role: Options Tab
            • Service Level Management Security Role: Forms Tab
          • Availability Management Security Roles
          • Knowledge Management Security Roles
            • Knowledge Management Security Role: Options Tab
            • Knowledge Management Security Role: Content Access Tab
            • Knowledge Management Security Role: Statuses Tab
          • Bulletin Board Security Roles
          • Dashboard Management Security Role
            • Dashboard Security Role Options
          • Integration Security Role
        • IPK and Workflow
          • Incident, Problem & Known Error (IPK) Management
            • Configuring IPK Settings
            • IPK Settings (Partitioned)
            • Action Type
            • Call Attributes
            • Call History Types
            • Call Impact
            • Call Physical Statuses
            • Call Priority
            • Call Screen Sets
            • Call Stakeholder Roles
            • Call States
            • Call Status Titles
            • Call Urgency
            • Closure Groups
            • Custom Call Profiles
            • User Survey
            • User Survey Screen Set
            • IPK classes
            • IPK Streams
            • IPK Statuses
            • Link Stream/Status to Call Screen Set
            • Link Type/Stream/Status to Call Screen Set
            • Link Screen Set to Reasons
            • Limit Type by IPK Status
            • Link Type to Call Screen Set
            • Link Type to Reason
            • Priority Matrix
            • Configuring Quick Forms
            • Quick Solutions
            • Reasons
            • Scripting
            • Type Tiers
            • Email and Pager Options for IPK and Workflow Groups
          • Workflow Management
            • Workflow Management Settings
            • Workflow Attributes
            • Approval Types
            • Request Action Types
            • Request Implementation Profiles
            • Request Implementation States
            • Request Link Types
            • Request Physical Statuses
            • Request Phases (Nano)
            • Request Priority
            • Request Risks
              • Request Risk Assessment
              • Request Impact
              • Request Complexity
              • Request Risk Assessment Matrix
            • Screen Sets for Requests, Tasks and Approvals
            • Request Stakeholder Roles
            • Request Completion Statuses
            • Request Types
            • Task Action Types
            • Task Phases
            • Task Physical Statuses
            • Task Priority
            • Task Status Titles
            • Task Types
            • Workflow Management History Types
            • Request History Filters
            • Workflow Processes
            • Workflow Export and Import - Workflow Porting
            • Linking Approval Screens to Partitions
        • Service Level Management
          • SLM Settings
          • Agreement Attributes
          • Agreement Selection Priority
          • CMDB Selection Priority
          • Agreement Stakeholder Roles
          • Agreement Statuses
          • Exclusion Reasons
          • Agreement Types
          • Event Activity Types
          • Agreement Matrices
          • Measurement Types
          • Payment Types
        • CMDB (Configuration Management Database)
          • CMDB Settings
          • CMDB Service Levels
          • CMDB Item Classes
          • CMDB Item Criticality
          • CMDB Item Physical Statuses
          • CMDB Item Types
          • CMDB Link Status
          • CMDB Link Types
          • Contract Support Type
          • Contract Types
          • Cost Center Category
          • Custom CMDB Profiles
          • Person Profile
          • External Contact Type
          • User VIP Statuses
          • Disposal Methods
          • Financial Statuses
          • Financial Category
          • Freeze Statuses
          • Link Manufacturer to Model Type
          • Manufacturers
          • Model Types
          • Organization Profiles
          • External Supplier Statuses
          • Purchase Method
          • Service Link Types
          • Service Portfolio Statuses
          • Service Cost Types
          • Service Periods
          • Asset Management - Asset Lifecycle Status
          • Asset Management - License Type
          • Asset Management - Transaction Status
          • Self Service Portal Display Categories
          • Stakeholder Roles
        • Availability
          • Configuring Availability Management
          • Outage Types
          • Schedule Definition
        • Depreciation
          • Batch Run Parameters
          • Depreciation by CMDB Item Type
          • Depreciation Methods
          • Depreciation Schedules
        • Knowledge Bank
          • Knowledge Bank Settings
          • Knowledge Base Types
          • Knowledge Entry Types
          • Knowledge Profiles
          • Knowledge Ratings
          • Knowledge Statuses
          • Knowledge Document Import
        • Bulletin Board
          • Configuring the Bulletin Board
          • Bulletin Board Priorities
          • Bulletin Stakeholder Roles
        • Text Retrieval
          • Common Words
          • Keywords
          • Synonyms
        • Dashboards
        • Self Service Portal
          • Self Service Portal Settings
          • Self Service Portal Settings (Partitioned)
          • Self Service Portal Roles
            • Options Tab
            • CMDB Tab
            • Content Access Tab
            • Workflow Templates Tab
            • Call Templates Tab
            • Dashboard Management Tab
          • Self Service Portal Systems
          • Self Service Portal My Options
          • Self Service Portal Tables
          • Service Order Status Titles
          • Question Mappings
          • Catalog Promoted Items
          • Suggested Knowledge in the Self Service Portal
          • Creating Custom Pages
          • Link Organization to Portal Key
        • Nano
        • Preview Features/Advanced Options
          • Settings
            • Multi Language
            • Call Activities
            • Enable Active Directory Mappings to Sub Groups
            • CTI
              • Setting up the Alemba Service Manager CTI
            • SignalR Scale Out Options
            • External Chat tool Integrations
          • Portal Settings
          • Global Search
          • Chat Bot
    • FAQ
    • Moving Configurations, Workflows and Screens From Test to Production
    • Designing/Configuring your System
      • Configuring Screens
        • Creating New Screen Sets
        • Screens Available for Configuration using ASM Designer
        • Building Screens in ASM Designer
          • Configuring Fields
          • Creating a Custom Field
          • Deleting Fields
          • Building Screen Widgets
          • Knowledge Article Screens
          • Configuring Message Templates
          • Importing/Exporting Screens
        • Dynamic Screens
          • Deep Linking Field Data Across Screen Sets
          • Field Calculations & Risk Calculation
          • Using Rules
          • Adding Images and Progress Indicators to your screens
        • Deleting a Custom Screen
        • Configuring Button Labels
      • Customizing Options for the Self Service Portal
      • Styling the Self Service Portal
      • Call Template Administration
      • Workflow Template Administration
        • Steps for Workflow (Request Template) Creation
          • Basic Process for Building a Workflow
          • Managing Tasks - Adding Tasks to the Dependency Diagram
            • Task Types in the Task Palette
              • Defining Request Start Details
              • Creating a Task
              • Creating a Standard Task
              • Create Request Task
              • Creating an Approval Task
              • Creating a User Approval Task
              • Conditional Branching Tasks
                • Defining a Dependency Rule
                • Defining Dependency Actions
              • Creating a Messaging Task
              • Creating a Delay Task
              • Creating a Manage CMDB Task
                • Recursive CMDB Task
                • Adding Transactions to a Manage CMDB task
                • Asset Management Transactions in a Manage CMDB Task
                • Mapping Fields to be Updated by a Transaction
              • Creating an Outbound Action Task
              • Creating an SLM Start Clock/Stop Clock Task
              • Creating an External Supplier Task
              • Creating a Run External Procedure Tasks
              • Creating a Change Window Task
              • Creating a Closure Task
              • Creating an Activation Task
          • Create a Service Action and Attach a Workflow to it
          • Setting Up Post Provision Service Actions
          • Troubleshooting Workflow and Service Action Linking
        • Component Workflows
        • Setting Up Amendable Requests
        • Sharing Parent Request Items with Child Requests
      • Planning Knowledge Management
      • Accessibility Features
      • Common ASM Use Cases and Solutions
        • Use Cases - Workforce and Talent Management
          • Example Configuration
        • Use Cases - Service Validation and Testing
          • Example Configuration
        • Use Cases - Project Management
          • ASM Project Management How-To Videos
        • Use Cases - Setup Major Incident Management
        • Use Cases - Business Continuity Planning
        • Use Cases - Environmental Impact Analysis (for TBL Accounting)
        • Use Cases - Capacity Planning
        • Use Cases - Knowledge Management
          • Enable and Configure the ASM KB
    • Limited Support/End of Life Capabilities
      • Configuration Portability
        • Overview & Best Practices
        • Porting Configuration Data
        • Viewing the Export and Import Logs
      • Ask a Question in Self Service Portal
      • Server Console
        • Accessing the Server Console
        • Creating a New ASM System
        • Server Console system tasks
        • Customization nodes
        • SQL Server and Table Ownership
        • Updating Scripts
        • ASM Core Registry Keys
      • Concurrent Licensing
        • License Corrals
      • Alemba Classic API
        • Programming with the Classic API
          • WCF Client
        • Code Examples
        • Return Values
        • API Message Types
        • API Lookups
        • API Transactions
          • Availability Transactions
          • Call Transactions
          • CMDB Item Transactions
          • Contract Transactions
          • Cost Center Transactions
          • Jurisdiction Transactions
          • Location Transactions
          • Organization Transactions
          • Person Transactions
          • Subscriber Group Transactions
          • Knowledge Transactions
          • Bulletin Transactions
          • System Transactions
            • Session Transactions
            • Add Note Transactions
            • Attribute Transactions
            • Development Transactions
            • Message Transactions
            • Object Transactions
            • Stakeholder Transactions
          • Workflow Transactions
            • Workflow (Request) Transactions
            • Task Transactions
        • API Classes
        • API WSTester Application
  • Integrate
    • Integration Overview
    • Managing Integration
      • Setting Up the Integration Platform
        • Defining Connectors
        • Defining Sources
        • Configuring an Integration Source
        • Resource Mapping
        • Defining Property Transforms
        • Defining Profile Maps
        • Defining Resolution Rules
        • Defining Link Type Mapping
      • Single Sign-On using SAML
        • Integrated Security vs. Single Sign On
        • Technical and Access Requirements
        • Configuring ASM for Single Sign-On
        • Importing Identity Provider Metadata
        • Service Provider Signing Certificate
        • Configuring the Service Provider
        • Exporting Service Provider Metadata
        • Importing Service Provider metadata into the Identity Provider
        • SSO Troubleshooting
        • SSL Binding
        • Creating a Self Signed Certificate
        • Extending the Single Sign-On Connector
      • Configuring Azure Active Directory discovery
      • Azure Multi-factor Authentication
      • Viewing Integration Activity
        • Viewing Integration Log
      • Connectors to ASM Core
        • Connector Matrix
        • Installing Connectors
        • CMDB Connectors
          • Altiris Network Discovery Connector
          • CA Cohesion Connector
          • Centennial Discovery/FrontRange Connector
          • EMC Smarts NCM Connector
            • Service Assurance Manager Connector
          • LANDESK Connector
          • Microsoft Azure Connector
          • Microsoft SCOM Connector
          • Microsoft SMS and SCCM Connector
          • Snow Connector
          • SolarWinds Connector
          • VMware Application Discovery Manager Connector
          • VMware vCenter Configuration Manager Connector
          • VMware vCloud Director Connector
          • vRealize Orchestrator Connector
        • LDAP Connectors to ASM Core
          • Microsoft Active Directory Server Connector
          • Novell eDirectory Server Connector
        • Generic Connectors to ASM Core
          • Email Event Connector
          • External Process Connector
          • Stored Procedure Connector
          • ASM to ASM Connector
          • Jira Connector
            • Developer Notes for the Jira ICNF
          • CSV File Connector
          • MS Azure DevOps Connector
          • Connector Suite for MS SQL Server Tables
          • Resource Databases Connector
            • Tutorial for Configuring the Database Resources Connector
      • Build your Own Connector
        • How to Build Your Own Connector
      • Managing the Federated CMDB
        • Managing Scheduled Integration Scans
      • Managing External Resources
      • Selecting Fields for Mapping
      • Managing Inbound and Outbound Actions
        • Configuring Inbound and Outbound Actions
          • Configuring Outbound Actions
            • Using Outbound Actions
          • Configuring Inbound Actions
        • Inbound or Outbound Action Source Parameters
      • Managing Events
        • Configuring Event Management
          • Event Management Source Parameters
          • Viewing Event Types
          • Managing Event Type Mappings
        • Using Events
      • Webhooks
      • Canvas App Widgets
      • Microsoft Teams Chat Integration
      • Microsoft Project Integration
      • Connector Diagnostics
    • API's
      • Alemba RestFul API
        • Alemba API Architecture
        • Installing the Alemba API
        • Logging In to the Alemba API Explorer
        • Navigating the Alemba API Explorer
        • Alemba API Programmers’ Guide
        • Alemba API Programmers' Cookbook
          • Recipes
        • Alemba API Related Database Tables
        • Using API Reporting Views
        • Authentication
          • Configuring Authentication for the Alemba API
          • Configuring Windows Authentication for the Alemba API
          • Configuring Single Sign On using SAML for the Alemba API
      • Azure/ Web API/Logic Apps
Powered by GitBook

Copyright 2023 Alemba, ASM EOS 10.4

On this page

Was this helpful?

  1. SetUp & Configure ASM
  2. Installation and Upgrade
  3. EOS Installation Guide

EOS Prerequisites

This Prerequisites guide is intended for on-premise customers who are installing ASM Eos (v10.5) on their own infrastructure.

PreviousUpgrading/Installing ASM to EOS Step by Step GuideNextEOS Known Issues

Was this helpful?

The ASM EOS Installation will check for and configure the Prerequisite MS Windows Server Features and Additional Requirements as part of the Installation/Upgrade process.

Application Server Checklist

We recommend that you install Alemba Service ManagerTM on a separate server to the database server.

Operating System Requirements

Minimum Hardware Requirements

Additional considerations:

  • Ensure that the CPUs are not over-committed.

  • We recommend optimizing the web server for background service performance.

  • It is advisable to install a supported web browser (eg Google Chrome, Microsoft Edge) on the application server.

Database Server

We recommend that you install the database on a separate dedicated server.

*Alemba does not support SQL Server Express Editions

*Alemba only provides limited support for SQL Server editions that are no longer under Microsoft Mainstream Support.

*Alemba RapidStart database is only supported under SQL Server 2019 (64-bit).

Supported Versions

OR

OR

Minimum hardware requirements:

  • Consult your database vendor’s documentation for the minimum recommended hardware configuration required for the database version you intend to deploy.

  • 2 GB free space for the database

Additional requirements:

  • Full-Text and Semantic Extractions for Search: enable this Feature Selection during SQL Server setup, so that ASM search features function correctly.

  • Unicode - ASM no longer supports databases using a non-unicode schema. The installation process will automatically convert any connected database to Unicode during the installation process

Database User Account Permissions

For installations where a new SQL Server database is used, we recommend that you create a single database user account for administering the ASM database and performing operations such as running upgrade scripts on the database. You can restrict this database user account to access the ASM database only.

Configuring a new database user account:

If you are using NT authentication to log into the ASM database, you must use the NT AUTHORITY\SYSTEM account.

Ensure your database user account has the following roles:

  • db_datawriter

  • db_datareader

  • db_ddladmin

  • db_owner

Grant the following ASM database permissions:

  • VIEW DATABASE STATE

  • VIEW DEFINITION

We recommend that you grant the database user account full access to the Master database. However, as a minimum, you must have the following Master database role and permissions:

  • sysadmin fixed server role

  • db_datareader role

  • VIEW SERVER STATE, which enables access to the dm_db_index_

    usage_stats table

  • VIEW DATABASE STATE

  • VIEW DEFINITION

  • Ability to execute xp_regread, which enables the API services to read the following reg key from SQL Server: HKLM\SYSTEM\CurrentControlSet\Control\TimeZoneInformation

The Statistics Tool and Alemba API use these permissions to synchronize the cache between API instances, Alemba Service ManagerTM, and anything else which might use the database.

Configuring an existing database user account:

Before running the Upgrade MSI, if you are using NT authentication, ensure that the NT AUTHORITY\SYSTEM account has system administrator permissions to the database server so that the upgrade can complete successfully.

For existing databases, you should continue to use the database user account that was used during database creation. Ensure that your database and Master database user accounts have the permissions and roles listed above for creating a new database user account.

Alemba® recommends consulting with your database administrator if you wish to change the database owner to a new account that can perform ordinary operations to the database as well as administrative operations, as you will need to manually change the database owner of all tables.

Networking

The network location of the database server to the Alemba Service ManagerTM server will impact performance. In your system design, you must consider network switching and firewall configurations. While Alemba® are not responsible for your system performance and can only provide very limited guidance in this area, we can recommend third-party consultants to provide specialist advice.

Email Protocols

Incoming Email: EWS, POP3, IMAP

Outgoing Email: EWS, SMTP

If you are using POP3/IMAP/SMTP/EWL over SSL, ensure your web server can communicate with your POP3/IMAP/SMTP/EWS server.

MAPI protocol is no longer supported as a protocol for Incoming/Outgoing Email

Browser Requirements

Chrome (latest version)

MS Edge Chromium (latest version)

Firefox version (latest version)

Safari (latest version)

Configuring your Browser Locale

If the date and time are displaying incorrectly in your browser, you may need to change the browser locale settings on each client machine. Unlike browsers that fetch the locale from the local machine settings, Google Chrome locale settings are configured during installation. You may need to restart the browser to see your changes.

Active Directory Connectors

Active Directory supported versions:

  • Microsoft Active Directory 2016

  • Microsoft Active Directory 2019

  • Azure AD

PowerShell supported versions:

• PowerShell v5.0

Multiple other connectors are also supported.

User Directory Servers

Alemba® supports the following directory servers for Alemba Service Manager:

  • Azure AD

  • Microsoft Active Directory 2019

  • Microsoft Active Directory 2016

Dashboard Application Server

The Syncfusion Dashboard Platform is installed separately from Alemba Service ManagerTM software. It is recommended that the dashboard software be hosted on a separate Application Server.

If your site has a large volume of data, you should consider using hardware with a higher specification.

We do not support upgrading Windows Server. Instead, we recommend that you always create a new machine when you change operating system.

Minimum Hardware Requirements

Additional considerations

  • Ensure that the CPUs are not over-committed.

  • We recommend optimizing the web server for background service performance.

  • It is advisable to install a supported web browser (eg Google Chrome, Microsoft Edge, etc) on the application server.

Dashboard Database Server

We recommend that you install the dashboard database on a separate dedicated server from the ASM database to improve performance. If the Dashboard database is installed on the same server as the ASM database, it must have its own database and schema.

  • Alemba does not support SQL Server Express editions.

  • Alemba RapidStart database is only supported under SQL Server 2019 (64-bit)

  • Alemba only provides limited support for SQL Server editions that are no longer under Microsoft Mainstream Support.

Supported versions:

  • SQL Server 2017 (64-bit) - Microsoft Mainstream Support to end

    11/10/2022

  • SQL Server 2019 (64-bit) - Microsoft Mainstream Support to end

    14/01/2025

  • Azure SQL

Minimum hardware requirements:

• 2 GB free space for the database.

Dashboard DB User Account Permissions

For installations where a new SQL Server database is used, we recommend that you create a single database user account for administering the Dashboards database and performing operations such as running upgrade scripts on the database. You can restrict this database user account to access the Dashboard database only.

Minimum required Server Roles and user mappings for the Dashboard Server and User

Minimum Required Permissions for the SQL Server Data Sources

Intermediate Server (Target Server)

Data Source (Source Server)

We recommend consulting your database administrator if you wish to change the database owner to a new account that can perform ordinary operations to the database as well as administrative operations, as you will need to manually change the database owner of all tables.

Dashboard Networking

The network location of the database server to the Dashboards server to the Alemba Service ManagerTM server will impact performance. In your system design, you must consider network switching and firewall configurations. While Alemba® are not responsible for your system performance and can only provide very limited guidance in this area, we can recommend third-party consultants to provide specialist advice.

Dashboards SMTP Server

Email Protocol for Outgoing Email: SMTP

The Dashboard software uses SMTP for sending scheduled dashboards and reports.

If you are using SMTP over SSL, ensure your web server can communicate with your SMTP server.

Configuring Windows Server 2019 for Alemba Service Manager

As part of the EOS 10.5 script the following will be installed automatically:

Windows features

The following packages are downloaded and installed automatically. You may opt out of this step, but you must then assume responsibility for installing these packages before beginning the Eos installation

  • Microsoft Visual C++ 2010 SP1 Redistributable Package

  • ASP.NET Core 5.0 Windows Hosting Bundle

Please refer to the ASM Installation Guide for the version you are installing for further Information on the Installation process.

Using a Script to Configure Database User Accounts

You can use the script below to create the database user account and apply the relevant permissions for your ASM database and Master database. The comments indicate the commands that are executed at each stage of the script, so you may choose to use only part of the script if you are working with existing logins.

The script uses the following variables:

  • [LOGIN_NAME] – the SQL Server login name, for example VFIRE_LOGIN

  • [Password1] – the SQL Server login password

  • [DATABASE_NAME] – the ASM database name

  • [USER_NAME] – the ASM database user that is applied to the SQL Server login, for example VFIRE_USER

--The following creates the SQL Server login account, with the ASM database set as the default database. Do not use spaces in the login name. The password must contain at least 8 characters, including at least one number and an uppercase letter.

USE [MASTER]; GO
CREATE LOGIN [LOGIN_NAME] WITH PASSWORD = '[Password1]', DEFAULT_DATABASE = [DATABASE_NAME]
GO
ALTER SERVER ROLE [sysadmin] ADD MEMBER [LOGIN_NAME] GO

--The following creates the user account [USER_NAME] for the ASM database 

Use [DATABASE_NAME];
GO
IF NOT EXISTS (SELECT * FROM sys.database_principals WHERE NAME = N'[USER_NAME]')
BEGIN
CREATE USER [USER_NAME] FOR LOGIN [LOGIN_NAME]

--The following makes [USER_NAME] a member of the db_owner, db_datawriter, db_ datareader and db_ddladmin groups

EXEC sp_addrolemember N'db_owner', N'[USER_NAME]' EXEC sp_addrolemember N'db_datawriter', N'[USER_NAME]' EXEC sp_addrolemember N'db_datareader', N'[USER_NAME]' EXEC sp_addrolemember N'db_ddladmin', N'[USER_NAME]'
END; GO

--The following grants [USER_NAME] the minimum permissions for the database

GRANT VIEW DATABASE STATE TO [USER_NAME]; GRANT VIEW DEFINITION TO [USER_NAME]

--The following creates the Alemba Service ManagerTM user account for the Master database

USE [MASTER]; GO
IF NOT EXISTS (SELECT * FROM sys.database_principals WHERE NAME = N'[USER_NAME]')
BEGIN
CREATE USER [USER_NAME] FOR LOGIN [LOGIN_NAME]
EXEC sp_addrolemember N'db_datareader', N'[USER_NAME]'
END;

--The following grants [USER_NAME] minimum permissions for the Master database

GRANT VIEW SERVER STATE TO [USER_NAME]
GRANT VIEW DATABASE STATE TO [USER_NAME] GRANT VIEW DEFINITION TO [USER_NAME] GRANT EXEC ON MASTER.DBO.XP_REGREAD TO [USER_NAME]
GO

You can set up a script to create a database user account and apply permissions