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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
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Copyright 2023 Alemba, ASM EOS 10.4

On this page
  • Viewing Quick Launch URLs
  • Creating a Quick Launch URL
  • Browser-Based Quick Launch RDP
  • Specifying Parameters
  • Specifying Call, Request or Task Parameters
  • Specifying Lookup Parameters
  • Testing a Quick Launch URL
  • Standard Parameters
  • Standard Call Parameters
  • Call CMDB Item Lookup Parameters
  • Standard Request Parameters
  • Request CMDB Item Lookup Parameters
  • Standard Task Parameters
  • Task CMDB Item Lookup Parameters

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  1. SetUp & Configure ASM
  2. Setting Up your System
  3. System Administration Settings
  4. System Settings Menu

Quick Launch

Quick launch URLs are shortcuts used to launch a website directly from within calls, requests or tasks within ASM Core.

PreviousSystem TitlesNextQuick Notes

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Newer releases of ASM are fully HTML5, web based (version 9.8 and onwards). This can create problems launching links from within the browser, such as RDP. Please see the section, , for information on how to configure quick Launch for your browser-based version of ASM, specifically for RDP.

Access to any quick launch URLs is restricted by your organization’s IT group policy. As all configured quick launch URLs run outside ASM Core, they will only launch successfully if the Analyst who runs the URL has the appropriate IT permissions to do so.

Viewing Quick Launch URLs

Before you start

Quick Launch must be enabled on the System Settings window for the Quick Launch option to be enabled.

You must have System Set Up selected in the Admin tab of your General Access security role.

  1. Select the Menu button, then Admin, then select System Administration. The System Administration window appears.

  2. In the Explorer pane, expand System, then select Quick Launch to display the Quick Launch window, which contains a browse table with the following columns:

Name
The quick launch name that Analysts see on the Explorer of a call, request or task

Application

The URL that is launched

Call

Select to access the URL from calls

Request

Select to access the URLd from requests

Task

Select to access the URL from tasks

Creating a Quick Launch URL

  1. Select the Menu button, then Admin, then select System Administration. The System Administration window appears.

  2. In the Explorer pane, expand System, then select Quick Launch to display the Quick Launch window.

  3. Select the New icon. The Quick Launch Details window appears.

  4. Complete the details:

Display Name
The name for the quick launch URL that is seen by Analysts on a call, request or task.

Display Type

How you want the quick launch URL to display:

URL to Open

Specify the URL the analyst will launch in their default browser.

Entity

Use the drop down list to select the entity for which you want to set up the quick launch URL:

If you want to use the quick launch URL for calls, requests and tasks, you need to fill out the Parameters, Update History and Active fields for each entity, even if the parameters are the same for all three.

Parameters

You can enter:

  • Parameters that are not related to ASM Core calls, requests or tasks. Key these directly into the field

  • If you want to pass through the Intranet link, enter http://intranet

You can use these parameters in conjunction with running an external procedure task to automatically populate fields on a call, request or task window. For more information, see Run External Procedure Tasks

Update History

Updates the call, request or task history with any output it receives from the quick launch URL. This output can be a general message or an error message.

The history of a call, request or task is only updated if ASM Core receives a response from the URL

Active

Make this quick launch URL visible on the selected entity for Analysts to access. This is an efficient way of disabling a quick launch URL for an entity while controlling access to the URL through Analysts’ security roles.

If you select Active for the entity type selected in the Entity drop-down list, the corresponding checkbox on the Quick Launch window is selected.

  1. Repeat to make the URL available to run from another entity (call, request or task).

  2. Select Save to save the changes. Provide the Change Reasons if prompted to do so.

  3. Select Test to test the URL.

Browser-Based Quick Launch RDP

There are 2 methods:

  1. The windows desktop web client. This only works if the administrator has already allocated the resource for remote control

  2. Install RDP Hyperlink .js

IP addresses may need to be whitelisted of you are using a VPN.

Configure a field on a CI called “IP Address” , and pass that through as a parameter to the rdp:// command.

Specifying Parameters

Specifying Call, Request or Task Parameters

You can set up parameters that are passed to an URL when launched from a call, request or task. They can include:

  • parameters not specific to ASM Core, such as a URL that is passed to a browser to load

  • parameters specific to ASM Core calls, requests or tasks

The format for the parameter is the following: [<ASM Core field name>], where <ASM Core field name> is the variable name of the field as found on the Call, Request or Task Details window.

For call, request and task fields that have both a name and a reference, both can be passed to a quick launch URL. To pass the name value on a call, request or task field, simply enter the field name between square brackets into the Parameters field – for example, specifying [PRIORITY] will return “Severity 1”, “Severity 2”, and so on.

If you want to specify the ref value on a call, request or task field, enter a ‘~’ character in front of the call, request or task field name between square brackets into the Parameters field – for example, specifying [~PRIORITY] will return “1”, “2”, and so on.

You must specify the parameters you want to pass to the quick launch URL for each entity (call, request or task) because different parameters are passed to calls, requests and tasks.

Specifying Lookup Parameters

You can set up parameters that are passed to an URL when launched from a call, request or task. They can include lookup parameters, which pass through a value associated with a CMDB entity specified on a call, request or task. For example, the computer name of the User specified on a call can be passed to a remote desktop URL.

Lookup parameters have the following format:

[$Lookup <CMDB entity field name>|<ASM Core lookup query>|<entity field name>], where:

  • <CMDB entity field name> is the field on the CMDB entity’s Details window that you want to pass to the quick launch URL

  • <ASM Core lookup query> is the defined lookup query (for example, LOOKUP_ASSET)

  • <entity field name> is the field that will be used to find the appropriate CMDB entity record.

To pass through the email ID of the User specified on the call, enter the following lookup parameter in the Parameters field:

[$Lookup EMAIL_ID|LOOKUP_CUSTOMER|USER_REF].

This lookup parameter indicates to return the email ID of the User specified on the call.

Testing a Quick Launch URL

You can use an existing call, request or task to test whether your specified parameters are being passed successfully to the quick launch URL, without affecting the call, request or task itself (for example, the history of the specified call, request or task is not updated).

  1. Select the Menu button , then Admin, then select System Administration. The System Administration window appears.

  2. In the Explorer pane, expand System, then select Quick Launch to display the Quick Launch window.

  3. Select the Quick Launch URL you want to test from the browse table.

  4. Complete the details:

Entity

The call, request or task for which you want to test the quick launch URL in the field. The Parameters field automatically displays the parameters specified for that entity.

Override parameters

To add your own parameters rather than the ones specified for this quick launch URL, select and add your own values in the Parameters field. To revert back to the original parameters specified for the entity, clear Override parameters.

Ref No

If you have specified any call, request or task parameters that are passed to the quick launch URL, type an existing call, request or task number. The details of this call, request or task are passed to the quick launch URL to test that the required parameters are correct.

Select Test to run the quick launch URL with the specified parameters. Any output received from the quick launch URL appears in the Response field.

  • If a call, request or task number is not specified but is required in a parameter, an error message appears, prompting you to enter a call, request or task number.

  • If you are using the CMDB item linked to a request or task, ASM Core uses the topmost CMDB item for the request or task in the database. This is because you cannot specify which CMDB item to use in the Test Quick Launch window. However, when an Analyst is using a quick launch URL, ASM Core uses the currently selected CMDB item on the request or task.

  1. Repeat to test the same quick launch URL for another entity.

  2. When you are finished testing, select Close to return to the Quick Launch window.

Error Messages

You may receive an error similar to the following if the parameters you are trying to pass fail to insert into the parameters property:

WARNING - Executed with errors:

Unbound 'ITEM_REF$AR_PRIMARY_ASSET.CUSTOM_STRING_7' found.

Output:

Error Message:

Unbound 'ITEM_REF$AR_PRIMARY_ASSET.CUSTOM_STRING_7' found.

Standard Parameters

There are standard parameters for calls, requests and tasks, including CMDB Item Lookup parameters. The following tables list the standard parameters used by ASM Core.

Standard Call Parameters

All standard call parameters are identified between square brackets. The following table outlines the standard ASM Core call parameters which you can pass to a quick launch URL used on calls.

Call Field Name
Output (Ref Number or Text)
Parameter

Call Number

Ref

[CALL_NUMBER]

User

Ref

[USER_REF]

Text

[USER_FULL_NAME]

Tel

Text

[TELEPHONE]

Organization

Ref

[CLIENT_COMPANY_REF]

Text

[BTN_ORGANIZATIONQD] or

[CLIENT_COMPANY_REF$AR_CLIENT_COMPANY.CLIENT_CO_NAME]

Location

Ref

[LOCATION_REF]

Text

[BTN_LOCATIONQD] or

[LOCATION_REF$AR_LOCATIONS.LOCATION_NAME]

Service

Ref

[SERVICE_REF]

Text

[BTN_SERVICEQD] or

[SERVICE_REF$AR_PRIMARY_ASSET.DISPLAY]

Service Type

Text

[SERVICE_REF$AR_PRIMARY_ASSET.ENTITY_TYPE#SU_ENTITY_TYPE]

(Service) Description

Text

[SERVICE_REF$AR_PRIMARY_ASSET.DESCRIPTION]

Bus. Service

Text

[BUSINESS_SERVICE_REF$AR_PRIMARY_ASSET.DISPLAY]

Config Item

Ref

[ITEM_REF]

Text

[BTN_ASSETQD] or [ITEM_REF$AR_PRIMARY_ASSET.DISPLAY]

CI Type

Text

[ASSET_TYPE]

(CI) Description

Text

[ITEM_REF$AR_PRIMARY_ASSET.DESCRIPTION]

Serial No

Text

[ITEM_REF$AR_PRIMARY_ASSET.MANU_SERIAL_NO]

Type

Text

[PROBLEMTYPE]

Urgency

Text

[URGENCY_REF]

Ref

Text

[CALL_REF]

Impact

Text

[IMPACT_REF]

Priority

Text

[CALL_PRIORITY]

Call Description

Text

[PROBLEM_DESC_HTML_EDITOR]

Call CMDB Item Lookup Parameters

Lookup parameters can be used to retrieve information about the Configuration Item, Service or User linked to a call, from which a quick launch URL is accessed. All lookup parameters follow the format [Lookup$ <CMDB entity field>|<Lookup query>|<Call field>].

The following table outlines the standard ASM Core CMDB entity lookup parameters which you can pass to a quick launch URL used on calls.

CMDB item field returned

Output (Ref Number or Text)

Parameter

Config Item

Title

Text

[$Lookup TITLE|LOOKUP_ASSET|ITEM_REF]

User

Text

[$Lookup USER_FULL_NAME|LOOKUP_ASSET|ITEM_REF]

Org

Text

[$Lookup CLIENT_CO_NAME|LOOKUP_ASSET|ITEM_REF]

Location

Text

[$Lookup LOCATION_NAME|LOOKUP_ASSET|ITEM_REF]

Config Class

Ref

[$Lookup CLASS_REF|LOOKUP_ASSET|ITEM_REF]

Text

[$Lookup CLASS|LOOKUP_ASSET|ITEM_REF]

Service

Title

Text

[$Lookup TITLE|LOOKUP_ASSET|SERVICE_REF]

User

Text

[$Lookup USER_FULL_NAME|LOOKUP_ASSET|SERVICE_REF]

Org

Text

[$Lookup CLIENT_CO_NAME|LOOKUP_ASSET|SERVICE_REF]

Location

Text

[$Lookup LOCATION_NAME|LOOKUP_ASSET|SERVICE_REF]

Service Class

Ref

[$Lookup CLASS_REF|LOOKUP_ASSET|SERVICE_REF]

Text

[$Lookup CLASS|LOOKUP_ASSET|SERVICE_REF]

User

First Name

Text

[$Lookup FIRST_NAME|LOOKUP_CUSTOMER|USER_REF]

Surname

Text

[$Lookup SURNAME|LOOKUP_CUSTOMER|USER_REF]

Email ID

Text

[$Lookup EMAIL_ID|LOOKUP_CUSTOMER|USER_REF]

Tel

Text

[$Lookup TELEPHONE|LOOKUP_CUSTOMER|USER_REF]

Login ID

Text

[$Lookup USER_ID|LOOKUP_CUSTOMER|USER_REF]

Standard Request Parameters

When configuring a quick launch URL to be used on requests, you can pass through values on the request to the URL. The following table outlines the ASM Core request parameters that you can pass to a quick launch URL. This includes standard fields which you will find on the Request Details window, as well as fields belonging to any CMDB item linked to the Request.

All standard request parameters are identified between square brackets.

Request Field Name
Output (Ref Number or Text)
Parameter

Request Number

Ref

[REQUEST_NO]

Title

Text

[REQUEST_TITLE]

User

Ref

[REQUESTOR_REF]

Text

[REQUESTOR_REF$AR_PERSON.DISPLAY]

Tel

Text

[TELEPHONE]

Organization

Ref

[CLIENT_CO_REF]

Text

[CLIENT_CO_REF$AR_CLIENT_COMPANY.CLIENT_CO_NAME]

Location

Ref

[LOCATION_REF]

Text

[LOCATION_REF$AR_LOCATIONS.LOCATION_NAME]

Type

Text

[REQUESTTYPE]

Ref

Text

[REQUEST_REF]

Priority

Text

[REQUEST_PRIORITY_REF]

Request Description

Text

[REQUEST_DESC_HTML_EDITOR]

Request CMDB Item Lookup Parameters

Lookup parameters are used to retrieve information about the CMDB entity (such as the Service, Configuration, or User) linked to the Request.

All lookup parameters follow the format [Lookup$ <CMDB entity field>|<Lookup query>|<Request field>].

When an Analyst runs a quick launch URL from a Request, and it has been configured so that it uses fields from a CMDB entity, ASM Core will use the details of the CMDB entity currently selected on the Request.

The following table outlines the standard CMDB entity lookup parameters which you can pass to a quick launch URL used on requests.

CMDB item field returned

Output (Ref Number or Text)

Parameter

CMDB Item (Service / Service Action, Service Bundle, Config Item)

<CMDB item> Ref

Ref

[$Lookup ITEM_REF|LOOKUP_ASSET|REQUESTASSETS]

Text

[$Lookup ASSET_REF|LOOKUP_ASSET|REQUESTASSETS]

<CMDB item> Type

Text

[$Lookup ASSET_TYPE|LOOKUP_ASSET|REQUESTASSETS]

<CMDB item> Description

Text

[$Lookup DESCRIPTION|LOOKUP_ASSET|REQUESTASSETS]

Title

Text

[$Lookup TITLE|LOOKUP_ASSET|REQUESTASSETS]

User

Text

[$Lookup USER_FULL_NAME|LOOKUP_ASSET|REQUESTASSETS]

Org

Text

[$Lookup CLIENT_CO_NAME|LOOKUP_ASSET|REQUESTASSETS]

Location

Text

[$Lookup LOCATION_NAME|LOOKUP_ASSET|REQUESTASSETS]

<CMDB item> Class

Ref

[$Lookup CLASS_REF|LOOKUP_ASSET|REQUESTASSETS]

Text

[$Lookup CLASS|LOOKUP_ASSET|REQUESTASSETS]

Serial No [for CIs only]

Text

[$Lookup MANU_SERIAL_NO|LOOKUP_ASSET|REQUESTASSETS]

User

First Name

Text

[$Lookup FIRST_NAME|LOOKUP_CUSTOMER|REQUESTOR_REF]

Surname

Text

[$Lookup SURNAME|LOOKUP_CUSTOMER|REQUESTOR_REF]

Email ID

Text

[$Lookup EMAIL_ID|LOOKUP_CUSTOMER|REQUESTOR_REF]

Tel

Text

[$Lookup TELEPHONE|LOOKUP_CUSTOMER|REQUESTOR_REF]

Login ID

Text

[$Lookup USER_ID|LOOKUP_CUSTOMER|REQUESTOR_REF]

Standard Task Parameters

When configuring a quick launch URL to be used on tasks, you can pass through values on the task to the URL. The following tables outline the ASM Core task parameters that you can pass to a quick launch URL. This includes standard fields which you will find on the Task Details window, as well as fields belonging to any CMDB item linked to the Task.

All standard task parameters are identified between square brackets.

Task Field Name
Output (Ref Number or Text)
Parameter

Task Number

Ref

[TASK_NO]

Title

Text

[TASK_TITLE]

Type

Text

[TYPE_REF]

Request Title

Text

[REQUEST:REQUEST_TITLE]

Request Ref

Text

[REQUEST:REQUEST_REF]

Priority

Text

[PRIORITY_REF]

Request Description

Text

[REQUEST_DESC_HTML_EDITOR]

Task CMDB Item Lookup Parameters

Lookup parameters are used to retrieve information about the CMDB item (Service, Service Action, Service Bundle, or Config Item) linked to the task.

All lookup parameters follow the format [Lookup$ <CMDB item field>|<Lookup query>|<Task field>].

When an Analyst runs a quick launch URL from a task, and it has been configured so that it uses fields from a CMDB item, ASM Core will use the details of the CMDB item currently selected on the task.

The following table outlines the standard CMDB item lookup parameters which you can pass to a quick launch URL used on tasks.

CMDB item field returned
Output (Ref Number or Text)
Parameter

CMDB Item (Configuration Item / Service / Service Action / Service Bundle)

<CMDB item> Ref

Ref

[$Lookup ITEM_REF|LOOKUP_ASSET|REQUESTASSETS]

Text

[$Lookup ASSET_REF|LOOKUP_ASSET|REQUESTASSETS]

<CMDB item> Type

Text

[$Lookup ASSET_TYPE|LOOKUP_ASSET|REQUESTASSETS]

<CMDB item> Description

Text

[$Lookup DESCRIPTION|LOOKUP_ASSET|REQUESTASSETS]

Title

Text

[$Lookup TITLE|LOOKUP_ASSET|REQUESTASSETS]

User

Text

[$Lookup USER_FULL_NAME|LOOKUP_ASSET|REQUESTASSETS]

Org

Text

[$Lookup CLIENT_CO_NAME|LOOKUP_ASSET|REQUESTASSETS]

Location

Text

[$Lookup LOCATION_NAME|LOOKUP_ASSET|REQUESTASSETS]

<CMDB item> Class

Ref

[$Lookup CLASS_REF|LOOKUP_ASSET|REQUESTASSETS]

Text

[$Lookup CLASS|LOOKUP_ASSET|REQUESTASSETS]

Serial No [for CIs only]

Text

[$Lookup MANU_SERIAL_NO|LOOKUP_ASSET|REQUESTASSETS]

Call
to configure Quick Lauch for calls

. All ASM Core call, request or task related parameters are denoted within square brackets, with the actual parameter name being the field name found on the call, request or task template.

.

For more information on the parameters you can specify for a quick launch URL, see the section below on

Normal

opens the quick launch URL on top of the ASM Core window

Hidden

keeps the ASM Core window on top

Request

to configure Quick Launch for requests

Task

to configure Quick Launch for tasks

Browser-Based Quick Launch
Standard Parameters.
ASM Core specific parameters
ASM Core Lookup parameters