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  • Welcome to ASM HERMES!
    • HERMES 10.6.8 Release Notes
      • 10.6.8.14379 AUG 24 MR Release Notes
      • 10.6.8.14627 SEPT 24 MR Release Notes
      • 10.6.8.14701 OCT 24 MR Release Notes
      • 10.6.8.14800 OCT 24 2 MR Release Notes
      • 10.6.8.14879 NOV 24 MR Release Notes
      • 10.6.8.14901 N0V 24 2 MR Release Notes
      • 10.6.8.15038 DEC 24 MR Release Notes
      • 10.6.8.15097 JAN 25 MR Release Notes
      • 10.6.8.15121 JAN 2 25 MR Release Notes
      • 10.6.8.15289 FEB 25 MR Release Notes
      • 10.6.8.15348 FEB 2 25 MR Release Notes
      • 10.6.8.15509 MAR 25 MR Release Notes
      • 10.6.8.15572 APRIL 25 MR Release Notes
    • HERMES 10.6.9 RC Release Notes
      • 10.6.9.14735 OCT 24 RC Release Notes
    • ASM Video Library
  • ITSM Solutions
    • Example Solutions - Best Practices for a Successful Outcome
      • Managing Changes to your ASM Application
      • Business Continuity Planning
      • Capacity Planning
      • Change Management
        • Planning Change Management
        • Build Your Workflow
      • Dynamic Ticket Routing
      • Environmental Impact Analysis (for TBL Accounting)
      • Knowledge Management
        • Planning Knowledge Management
      • Major Incident Management
        • Configure Major Incident Management
        • Allow Users to Subscribe to MI
      • Project Management
        • ASM Project Management How-To Videos
      • Service Validation and Testing
        • Example Configuration
      • User Survey Systems
        • Planning and Implementing Surveys
        • Survey Fields and Configuration
      • Workforce and Talent Management
        • Example Configuration
      • 2-Part Call Close Process
      • Incident Management
        • Planning Your Incident Management Implementation
        • Setup IPK Management
        • Build Screens to Support IPK
  • Use ASM
    • About the Alemba Service Manager Family
      • URLs and Access Parameters
        • System Access URLs
        • ASM Self Service Portal URLs
        • Pre-Populating Search Fields
    • 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
          • Cloning Tickets in Portal
          • Chasing Ticket or Request
        • Off-Line Conversations with Support
        • Closing Your Tickets
        • Reopening Your Tickets
        • Cloning Your Tickets
      • Following Tickets
      • Self-Help/Self-Diagnosis in Portal: Scripts
      • Searching the Knowledge Bank in Self Service Portal
      • Chat
        • Alembot - Chatbot
      • Service Request Catalog
      • Your Surveys
    • 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
          • Followers
        • Using Resource Manager in NANO
        • Viewing Your Outstanding Tasks
        • Keyboard Shortcuts
    • 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
          • Using Wildcards in Search
          • Outstanding Item Searches
          • Saved searches
          • Viewing Search Results in Graphs
          • Creating Reporting Views from Search Results
        • Indicators - Icons
      • View Your Consolidated Workload
      • Viewing Daily Stats
      • Chat
      • Managing Followers
      • 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
          • Managing and Using Call Activities
          • Assigning Work Based on Skills
        • 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
          • Email All Explorer Option
        • Overview of CTI in Alemba Service Manager
          • Storing Telephone Numbers for CTI
        • Logging a Call
        • Using Quick Solutions
        • Using Quick Forms
        • Deferring a Call
        • Reassigning/Forwarding a Call(s) Internally
        • Forwarding a Call Externally
        • Creating an Outage from a Call
        • Closing a Call
        • Global Updates
        • User Chased Tickets
        • Escalating Tickets
      • Sending Ad-Hoc Surveys
      • Requests and Tasks
        • Viewing your Request Workload
          • Viewing Outstanding Requests
          • Searching for Requests
        • Submit a New Request
        • Escalate a Request
        • Searching for Tasks
        • Suspending a Task
        • 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
        • SLM - 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
      • Using Quick Forms
      • Using Call Scripts in Core
      • Instant Messaging/Internal Messages
      • Sending an Email
        • Finding Recipients
      • Delegation Setup
      • Purging Data
  • SetUp & Configure ASM
    • Licensing
      • Licensing model
      • ASM Person Licenses
    • Installation and Patching
      • Alemba Service Manager On-Premise Architecture
      • HERMES Installation Guide
        • HERMES Prerequisites
        • Upgrading/Installing ASM to HERMES Step by Step Guide
      • 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
      • Patching where downloading files is not possible
        • Installation Using Setup.exe
      • Configuring external network access to ASM
      • About the Polling Services
      • Uninstalling ASM Core
    • Setting Up your System
      • On-Premise: System Console Configuration Settings
      • Logging in as Administrator
      • ASM Nano
        • Enabling Nano
        • Request Phases
      • Setup IM (Internal Messaging)
      • Setup Email
        • Setting Up Incoming and Outgoing Email
          • Email Server Configuration
          • Methods of Authentication for Mail Servers
          • Incoming Email
            • Recognized Incoming Email Subject Headings
            • Incoming POP3, and IMAP Email Server Settings
            • Incoming Email via API
            • How the Logging Analyst is Determined on an Incoming Email
          • Outgoing SMTP Email Server Settings
          • Outgoing Email via Webhooks
          • Configure Azure MS Graph API
          • Configuring Exchange Web Services (EWS)
            • Prerequisites
              • Web Redirect URL Configuration
              • Creating an Azure Client Secret
            • EWS - Configure Outgoing Email
            • EWS - Configure Incoming Email
            • EWS - Authorize the Connection
            • EWS - Troubleshooting
        • Mail Message Access (MMA)
      • Setup Chat
    • Configuring your System
      • Accessibility Features
      • ASM Solutions
      • Call Template Administration
      • Configuration Post Go-Live
        • Preparing Production for Sys Admins and Developers
        • ASM Application Configuration Change Management
          • ASM Application Configuration Change Screens
          • ASM Application Change Workflow Template
      • Configuration Post Go-Live using SDLC
      • Configuring Escalations and Chase
      • Configuring the Data Purge Service
      • 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 & Unlinking Fields
            • ASM System Fields for Call Screens
            • ASM System Fields for Request Screens
            • ASM System Fields for Task Screens
            • ASM System Fields for Approval Screens
            • ASM System Fields for CMDB Item Screens
          • Screen Widgets
            • Data-Grid Widgets
            • Self Service Portal System Widgets
          • Knowledge Article Screens
          • Configuring Message Templates
          • Importing/Exporting Screens
          • Troubleshooting Screens: The Screen's Dead Zone
        • Dynamic Screens
          • Deep Linking Field Data Across Screen Sets
          • Field Calculations
          • Using Rules
          • Adding Images and Progress Indicators to your screens
        • Deleting a Custom Screen
        • Configuring Button Labels
      • Conversation History Widget For Nano
      • Customizing Options for the Self Service Portal
        • Add Me: Set up "Add-Me" for Subscribing to or Following Issues
        • Styling the Self Service Portal
        • Enable Request Correction and Resubmission
      • 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
          • Email Header and Footer
        • Security
          • Security Settings
          • Security Settings (Partitioned)
          • IPK Groups
          • Workflow Management Groups
          • Controlling log in
          • Email and Pager Options for IPK and Workflow Groups
        • 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
          • 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
            • 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
            • Link Type to Reason
            • Limit Type by IPK Status
            • Link Type to Call Screen Set
            • Priority Matrix
            • Quick Forms
            • Quick Solutions
            • Reasons
            • Call Scripts: Scripting
            • Type Tiers
          • 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
          • Auditing Configuration Items
        • 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
        • Analytics
          • Analytics Settings
          • Classic Syncfusion Dashboard Server Configuration
        • 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
            • IPK Status 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
              • Languages
                • Portal Label Language Updates
                • Service Title Language Updates
            • 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
      • Workflow Template Administration
        • Basic Process for Building a Workflow
          • Task List for Workflow (Request Template) Creation
            • Create a Service Action and Attach a Workflow to it
        • Managing Tasks - Adding Tasks to the Dependency Diagram
          • About Tasks - General
          • Task Types in the Task Palette
            • Defining Request Start Details
            • 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
        • Component Workflows
        • Setting Up Amendable Requests
        • Troubleshooting Workflow and Service Action Linking
        • Sharing Parent Request Items with Child Requests
    • 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 Other Data Sources
      • Sample SQL Queries
      • Migrating your Syncfusion Dashboards to a New Server
    • FAQ
      • Limited Support/End of Life Capabilities
        • Configuration Portability
          • Overview & Best Practices
          • Porting Configuration Data
          • Viewing the Export and Import Logs
        • 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
      • Configuration or Customization
  • 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
        • Microsoft Alemba ITSM Connector
      • Build your Own Connector
        • Microsoft Entra ID (Azure Active Directory) - Connector Builder
        • Microsoft Intune - Connector Builder
      • Managing the Federated CMDB
        • Managing Scheduled Integration Scans
        • Auditing Configuration Items
      • 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
        • Webhook Payloads
      • 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
      • ASM API Quick Reference Guide
        • Getting Started: The ClientId
        • Postman for Testing
        • Search for Existing Calls
        • Locking and Updating Calls
        • Creating New Calls
  • Earlier Versions of ASM
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On this page
  • My Options
  • Access the Self Service Portal
  • Generic Parameters for Self Service Portal URLs
  • Automatically Log into the Self Service Portal
  • Retrieve a Password
  • Change a Password
  • Knowledge Bank
  • Access Knowledge Bank Search
  • View a Knowledge Article
  • Incidents
  • Access Incident Search
  • Review an Incident
  • Open an Incident Submission Form
  • Log an Incident
  • Requests
  • Access Request Search
  • Review a Request
  • Open a Request Submission Form
  • Log a Request
  • Review an Approval
  • Service Request Catalog
  • Browse the Service Request Catalog
  • View details of a Service Action
  • View details of a Service Bundle
  • Create a Service Order for a Service Action or Service Bundle
  • Service Order
  • Access Service Order Search
  • Review a Service Order

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  1. Use ASM
  2. About the Alemba Service Manager Family
  3. URLs and Access Parameters

ASM Self Service Portal URLs

This section lists the areas of the Self Service Portal that can be accessed using a URL from an external source, such as a website, or from within the Self Service Portal, such as from My Options.

Create links to the Self Service Portal to perform a wide range of actions, such as opening specific submission forms, pre-populating fields, submitting forms, and retrieving data.

This is particularly useful if you want to access functions of the Self Service portal without the need to have users go into the portal.

Example: An organisation has a well established intranet and would like to integrate specific portal functions into it instead of building and subsequently launching a separate portal for users.

Portal URLs have various Form parameters which can be set to a particular portal page; for example, the page for reviewing calls, requests, tasks, or knowledge articles.

All URLs that follow contain the minimum parameters required to achieve the documented goal. Additional optional parameters can be added to the URL.

My Options

When using these URLs in My Options the full address is not required. Include only the portion of the URL that follows <portal.aspx>

For example, the full address for the Self Service Portal Knowledge Search page is http://<server_name>/<virtual_directory>/portal.aspx?&Form=KnowledgeSearchCriteria so you would enter ?&Form=KnowledgeSearchCriteria into the URL field in My Options.

Access the Self Service Portal

Replace "core.aspx" with "portal.aspx" in any URL denotes the Self Service Portal interface.

URL: http://<server_name>/<virtual_directory>/portal.aspx

Description of the URL

Description of Variable Parameters

Use this URL to launch the Self Service Portal

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

Generic Parameters for Self Service Portal URLs

The following parameters can be added as an extension to the URL used to launch the Self Service Portal:

Parameter

Description

Partition

http://<server_name>/<virtual_directory>/portal.aspx?&Partition=<X>

  • where <X> is the unique reference number of the partition

http://localhost/test/portal.aspx?& Form=KnowledgeSearchCriteria&Partition=2

If using a partitioned system, you can define portal URLs to refer to a specific partition.

The example launches a knowledge search submission window in the HR partition that has the REF value of 1 in the database.

Partitions are created in System Administration.

The unique reference is found in REF.SU_PARTITIONS in the database.

Specifying a partition in a URL does not bypass normal partition permission behaviors.

Access to partitioned data is controlled by the partition settings configured for the system, and the partition permissions assigned to each person.

Database

http://<server_name>/<virtual_directory>/portal.aspx?&database=<X>

  • where <X> is the name of the ASM System

http://localhost/test/portal.aspx?& Form=KnowledgeSearchCriteria&Database=test

If multiple systems exist on the server, you can define portal URLs to refer to a specific system.

The example launches a knowledge search submission window in the Test system.

Systems are created in the ASM Core Server Console.

Portal

http://<server_name>/<virtual_directory>/portal.aspx?&portal=<X>

  • where <X> is the portal system key

http://localhost/test/portal.aspx?& Form=KnowledgeSearchCriteria&portal=NY

If there are multiple portal systems, you can define portal URLs to refer to a specific portal system.

This example launches a knowledge search submission window in the New York portal system.

Self Service Portal Systems are configured in System Administration.

Automatically Log into the Self Service Portal

URL: http://<server_name>/<virtual_directory>/portal.aspx?&user_id=<user>&pass_word=<pwd>&BTN_OK=OK

Description of the URL

Description of Variable Parameters

Use this URL to log on to Self Service Portal automatically. By supplying the login ID, password, and database name in the URL, the login screen can be bypassed.

This URL is only valid if Integrated Security is disabled for the portal.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

<user> = replace with the login ID

<pwd> = replace with the password that corresponds to the user_id

Constant Parameter:

BTN_OK=OK is required to simulate the action of selecting the OK button on the login window.

Retrieve a Password

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=ForgotPassword&email_id=<email>&BTN_OK=OK

Description of the URL

Description of Variable Parameters

Use this URL to have your password emailed to your email address. A person record must exist with that email address.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

<email> = replace with the email address of the person

Constant Parameters:

ForgotPassword is the function to retrieve a password

BTN_OK=OK is required to simulate the action of selecting the OK button on the login window.

Change a Password

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=ChangePassword&user_id=<user>&old_pass_word=<old>&new_pass_word_1=<new>&new_pass_word_2=<new>&BTN_OK=OK

Description of the URL

Description of Variable Parameters

Use this URL to change your password.

You will be prompted to log in, do so with your old password. After you have successfully logged in with your old password, a message will appear at the top of the page confirming your password has been successfully changed.

This URL is only valid if Integrated Security is disabled for the portal.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

<user> = replace with the login ID

<old> = replace with the password that corresponds to the login ID

<new> = replace with the new password you wish to change to.

Constant Parameters:

ChangePassword is the function to change a password

BTN_OK=OK is required to simulate the action of selecting the OK button on the login window.

Knowledge Bank

Access Knowledge Bank Search

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=KnowledgeSearchCriteria

Description of the URL

Description of Variable Parameters

Use this URL to access the Portal Knowledge Search criteria page.

KnowledgeSearchCriteria is not valid for the Catalog Portal. It is only valid for the Self Service Portal.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

Constant Parameter:

KnowledgeSearchCriteria is the name of the Knowledge Search page

The Knowledge Search page in the Self Service Portal can be pre-populated by appending parameters to the basic Knowledge Search URL. For a list of parameters available for the search window, refer to Knowledge Search.

View a Knowledge Article

URL: http://<server_name>/<virtual_directory>/portal.aspx?&TemplateName=LiteKnowledgeSearchResults&BTN_SELECT<ref>=View

Description of the URL

Description of Variable Parameters

Use this URL to view the details of a Knowledge article.

http://<server_name>/<virtual_directory>/portal.aspx?&TemplateName= LiteKnowledgeSearchResults&BTN_SELECT22=View

The example URL opens the review page for knowledge article 22 in the portal.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

<ref> = replace with the unique reference number of the knowledge article

Constant Parameters:

LiteKnowledgeSearchResults is the name of the template for knowledge articles

BTN_SELECT<ref>=View is the function that opens the knowledge article details.

The unique ref of the article must be inserted into this parameter.

Incidents

Access Incident Search

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=CallSearchCriteria

Description of the URL

Description of Variable Parameters

Use this URL to access the Review Past/Current Incidents search criteria page.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

Constant Parameters:

CallSearchCriteria is the name of the Incident Search page

Review an Incident

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=Call&Mode=Review&Call_Number=<ref>

Description of the URL

Description of Variable Parameters

Use this URL to view the details of an Incident.

http://<server_name>/<virtual_directory>/portal.aspx?&Form=Call&Mode=Review&Call_Number=22

The example URL opens the review page for Incident number 22 in the portal.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

<ref> = replace with the unique reference of the call (CALL_NUMBER.CL_CALL_LOGGING)

Constant Parameters:

Form=Call is the name of the call page file

Mode=Review is required

Open an Incident Submission Form

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=Call&Mode=New&Template_Ref=<ref>

Description of the URL

Description of Variable Parameters

Use this URL to open a submission form using a specific call template.

http://<server_name>/<virtual_directory>/portal.aspx?&Form=Call&Mode=New&Template_Ref=99

The example opens the call submission form for the New Starter call template (call_number=99).

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

<ref> = replace with the unique reference of the call template (CALL_NUMBER.CL_CALL_LOGGING where TEMPLATE_IND=1)

Constant Parameters:

Form=Call is the name of the call page file

Mode=New is required

Log an Incident

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=CallDetails&Mode=New&Template_Ref=<ref>&Ref_Composite=<type>&BTN_OK=Submit

Description of the URL

Description of Variable Parameters

Use this URL to log an Incident using a specific call template.

http://<server_name>/<virtual_directory>/portal.aspx?&Form=CallDetails&Mode=New&Template_Ref=99&Ref_Composite=1&BTN_OK=Submit

The example above opens the Logged Incident confirmation page after logging an incident using the New Starter call template (call_number=99), and with a Type value of Unspecified (ref=1).

If the call template has not been assigned to an analyst or group, the Forward_To=<assign_ref> parameter must be appended when logging an incident. <assign_ref> is the unique ref of the analyst or group the call should be forwarded to on submit.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

<ref> = replace with the unique reference of the call template (CALL_NUMBER.CL_CALL_LOGGING where TEMPLATE_IND=1)

<type> = replace with the unique reference of the Type (REF.CL_PROBLEM_TYPE).

Constant Parameters:

Form=CallDetails is the name of the call details page file

Mode=New is required

BTN_OK=Submit submits the Incident

Requests

Access Request Search

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=RequestSearchCriteria

Description of the URL

Description of Variable Parameters

Use this URL to access the Review Past/Current Incidents search criteria page.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

Constant Parameters:

RequestSearchCriteria is the name of the Incident Search page

Review a Request

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=Request&Mode=Review&Request_No=<ref>

Description of the URL

Description of Variable Parameters

Use this URL to view the details of a Request.

http://<server_name>/<virtual_directory>/portal.aspx?&Form=Call&Mode=Review&Request_No=22

The example URL opens the review page for Request number 22 in the portal.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

<ref> = replace with the unique reference of the request (REQUEST_NO.CR_REQUEST)

Constant Parameters:

Form=Request is the name of the request page file

Mode=Review is required

Open a Request Submission Form

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=Request&Mode=New&Template_Ref=<ref>

Description of the URL

Description of Variable Parameters

Use this URL to open a submission form using a specific request template.

http://<server_name>/<virtual_directory>/portal.aspx?&Form=Request&Mode=New&Template_Ref=99

The example above opens the call submission form for the New Starter workflow template (request_no=99).

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

<ref> = replace with the unique reference of the request (REQUEST_NO.CR_REQUEST)

Constant Parameters:

Form=Request is the name of the request page file

Mode=New is required

Log a Request

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=RequestDetails&Mode=New&Template_Ref=<ref>&BTN_OK=Submit

Description of the URL

Description of Variable Parameters

Use this URL to log a Request using a specific workflow template.

http://<server_name>/<virtual_directory>/portal.aspx?&Form=RequestDetails&Mode=New&Template_Ref=4&BTN_OK=Submit

The example above opens the Logged Request confirmation page after logging a request using the New Starter workflow template (request_no=4)

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

<ref> = replace with the unique reference of the workflow template (REQUEST_NO.CR_REQUEST where TEMPLATE_IND=1)

Constant Parameters:

RequestDetails is the name of the request details page file

Mode=New is required

BTN_OK=Submit submits the Incident

Review an Approval

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=Approval&Mode=Review&Task_No=<ref>

Description of the URL

Description of Variable Parameters

Use this URL to view the details of an Approval.

http://<server_name>/<virtual_directory>/portal.aspx?&Form=Approval&Mode=Review&Task_No=22

The example URL above opens the review page for approval number 22 in the portal.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

<ref> = replace with the unique reference of the request (TASK_NO.CR_TASK)

Constant Parameters:

Form=Approval is the name of the approval page file

Mode=Review is required

Service Request Catalog

Browse the Service Request Catalog

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=ServiceCatalogSearch

Description of the URL

Description of Variable Parameters

Use this URL to access the Browse the Service Request Catalog search criteria page.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

Constant Parameters:

ServiceCatalogSearch is the name of the Service Request Catalog search page

View details of a Service Action

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=ServiceCatalogSearch&BTN_SERVICEACTION<ref>=Submit

Description of the URL

Description of Variable Parameters

Use this URL to display the details of a Service Action. From here users can choose to select the Order button or browse the Service Request Catalog.

http://<server_name>/<virtual_directory>/portal.aspx?&Form= ServiceCatalogSearch&BTN_SERVICEACTION6=Submit

The example URL above opens the details for the "Remote Access" service action, which is the service with a REF of 6 in the database.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

<ref> = replace with the unique reference of the Service Action.

Constant Parameters:

ServiceCatalogSearch is the name of the Service Request Catalog search page

BTN_SERVICEACTION<ref>=Submit adds the service to the cart and opens the submission form.

The unique ref of the Service Action must be inserted into this parameter.

View details of a Service Bundle

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=ServiceCatalogSearch&BTN_SERVICEBUNDLE<ref>=Submit

Description of the URL

Description of Variable Parameters

Use this URL to display the details of a Service Bundle. From here users can review what is included and choose to select the Order button or browse the Service Request Catalog.

http://<server_name>/<virtual_directory>/portal.aspx?&Form=ServiceCatalogSearch &BTN_SERVICEBUNDLE9=Submit

The example URL above opens the details for the "New Starter Package" service bundle, which is the service with a REF of 9 in the database.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

<ref> = replace with the unique reference of the Service Bundle.

Constant Parameters:

ServiceCatalogSearch is the name of the Service Request Catalog search page

BTN_SERVICEACTION<ref>=Submit adds the service to the cart and opens the submission form.

The unique ref of the Service Bundle must be inserted into this parameter.

Create a Service Order for a Service Action or Service Bundle

URL: http://localhost/test/portal.aspx?&Form=ServiceCatalogSearch&Quantity<ref>=<qty>&MaxItems<ref>=<max>&BTN_ADDTOCART<ref>=Order

Description of the URL

Description of Variable Parameters

Use this URL to order a service, as though selecting the Order button on a Service Action/Bundle. This takes the user to the Order submission form to complete the details and submit the order.

http://localhost/test/portal.aspx?&Form= ServiceCatalogSearch&Quantity22=1&MaxItems22=1&BTN_ADDTOCART22=Order

The example URL above opens the submission form for the “ASM app” service action, which is the service action with a REF of 22 in the database.

The parameters Quantity# and MaxItems# are required, even if the variable is set to 1.

The unique ref of the Service Action/Bundle must be inserted into these parameters.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

<ref> = replace with the unique reference of the Service Action/Bundle to order.

You cannot use this parameter to reference Service Actions that are configured to download objects or launch URLs.

<qty> = replace with the quantity of this item to order.

<max> = replace with the maximum number of items allowed in this order.

Constant Parameters:

ServiceCatalogSearch is the name of the Service Request Catalog search page

BTN_ADDTOCART<ref>=Order adds the service to the cart and opens the submission form.

The unique ref of the Service Action/Bundle must be inserted into this parameter.

Service Order

Access Service Order Search

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=ServiceOrderSearchCriteria

Description of the URL

Description of Variable Parameters

Use this URL to access the Review Past/Current Service Orders search criteria page.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

Constant Parameters:

ServiceOrderSearchCriteria is the name of the Service Order search page

Review a Service Order

URL: http://<server_name>/<virtual_directory>/portal.aspx?&Form=ServiceOrderSearchCriteria&BTN_SELECT<ref>=view

Description of the URL

Description of Variable Parameters

Use this URL to view the details of an service order.

http://<server_name>/<virtual_directory>/portal.aspx?&Form= ServiceOrderSearchCriteria&BTN_SELECT22=View

The example URL opens the review page for Service Order 22 in the portal.

<server_name> = replace with the name, domain name or IP address of the web server

<virtual_directory> = replace with the name of the virtual directory specified in the Server Console

<ref> = replace with the Service Order number

Constant Parameters:

ServiceOrderSearchCriteria is the name of the Service Order search page

BTN_SELECT<ref>=View is the function that opens the service order.

The Service Order number must be inserted into this parameter.

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Last updated 8 months ago

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The Review Past/Current Incidents window can be pre-populated by appending parameters to the basic Incident search URL. For a list of parameters available for the search window, refer to .

The Review Past/Current Requests window can be pre-populated by appending parameters to the basic Request search URL. For a list of parameters available for the search window, refer to .

The Browse the Service Request Catalog page can be pre-populated by appending parameters to the basic Service Request Catalog search URL. It is also possible to select individual Service Actions and Service Bundles, opening their submission forms. For a list of parameters available for the search window, refer to .

The Review Past/Current Service Orders window can be pre-populated by appending parameters to the basic Service Order search URL. For a list of parameters available for the search window, refer to .

Incident Search
Request Search
Browse the Service Request Catalog
Service Order Search