ASM
ASM HERMES
ASM
ASM HERMES
  • 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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  • Adding a Data-Grid Widget to your Screen - Widget Properties
  • Sample data-grid Widget Library

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  1. SetUp & Configure ASM
  2. Configuring your System
  3. Configuring Screens
  4. Building Screens in ASM Designer
  5. Screen Widgets

Data-Grid Widgets

A data-grid widget allows you to display data in a grid, or table, for your users and analysts to view and explore. For example; Assets, recent tickets, members of a given group.

Last updated 7 months ago

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The widget can be found in Screen Designer and is configured with string properties.

Adding a Data-Grid Widget to your Screen - Widget Properties

When you first add a widget to the screen it will appear as a solid grey box that spans all columns. You cannot resize the columns.

After you have added your widget:

  1. Highlight the widget so it has the focus

  2. Set the Widget id to "data-grid"

  3. Enter your widget properties (see known issues and examples below).

These fields are case sensitive. They must be all lower case without spaces unless specified otherwise.

Sample data-grid Widget Library

Request Details Screens

Show Child Requests of a Parent Request

Widget ID: data-grid

{"entityType":"request","columns":"Ref,Status:RequestStatus.Name,Template:Template.Name,Person:Ext_RscrPersonSearch2.Name,CreatedDate","headers":"Ref,LoggedDate,Status,Type,NewStarter","sorting":"off","pageFilters":[{"id":"REQUEST_NO","apiId":"Number1"}],"orderBy":"","sortBy":""}

List Stakeholders of the Request

Widget ID: data-grid

{"entityType":"configuration-item","columns":"Ref,Asset:Target.Name,Type:Target.InfraEntityType.Name","headers":",Asset,Type","filters":"","autoheight":"true",
"columnsresize":"true","sorting":"on","pageFilters":"[{\"id\":\"REF\",\"apiId\":\"Holder.Ref\"}]","orderBy":"Target.InfraEntityType.Name","sortBy":"Target.Name"}

List all Assets where User is a Stakeholder

Widget ID: data-grid

{"entityType": "configuration-item", "columns": "Ref, Name, Type:InfraEntityType.Name, Manufacturer:Manufacturer.Name, ModelType:ModelType.Name", "headers": ",Title, Type, Manufacturer, Model", "filters": "", "sorting": "off", "pageFilters": "[{\"id\":\"REQUESTOR_REF\",\"apiId\":\"User\"}]", "orderBy": "", "sortBy": ""}

List all Assets where nthe User is the Owner

Widget ID: data-grid

{"entityType": "configuration-item", "columns": "Ref, Name, Type:InfraEntityType.Name, Manufacturer:Manufacturer.Name, ModelType:ModelType.Name", "headers": ",Title, Type, Manufacturer, Model", "filters": "", "sorting": "off", "pageFilters": "[{\"id\":\"REQUESTOR_REF\",\"apiId\":\"User\"}]", "orderBy": "", "sortBy": ""}

Task Screens

Config Items where User is a Stakeholder

Widget ID: data-grid

{"entityType":"person-to-asset-stakeholder-link","columns":"Asset:Target.Name,Type:Target.InfraEntityType.Name","headers": ",User of, Type","sorting":"off","pageFilters":"[{\"id\":\"REF\",\"apiId\":\"Holder.Ref\"}]","orderBy":"Target.InfraEntityType.Name","sortBy":"Type"}

Config items belonging to a user

Widget ID: data-grid

{"entityType": "configuration-item", "navigationEntityType":"asset","columns": "Ref:Target.Ref, Type:InfraEntityType.Name, Manufacturer:Manufacturer.Name, ModelType:ModelType.Name", "headers": ",Title, Type, Manufacturer, Model", "filters": "", "sorting": "off", "pageFilters": "[{\"id\":\"REQUEST:REQUESTOR_REF\",\"apiId\":\"User\"}]", "orderBy": "", "sortBy": ""}

Incident Details Screen

Show User's Resources

Widget ID: data-grid

{"entityType": "configuration-item", "columns": "Ref,Title,Type:InfraEntityType.Name,Status:PhysicalStatus.Name,Desc:Description", "headers": ",Title,CMDB Type,Status,Description", "filters": "Status%20%3D%3D%20%22A%22%20%26%26%20User.Ref%20!%3D%200", "sorting": "on", "pageFilters": "[{"id":"USER_REF","apiId":"User.Ref"}]", "orderBy": "Title%20asc", "sortBy": ""}
Portal HomePage

Show all Assets of a Specific CMDB Item Type Where User is a Stakeholder

Widget ID: data-grid

{"entityType": "person-to-asset-stakeholder-link","columns": "Ref:Target.Ref,Title:Target.Title,Type:Target.InfraEntityType.Name,Name:Target.User.Name,Org:Target.Organization.Name,Description:Target.Description",
   "headers": "Ref,Title,CIType,Person,Organisation,Description",
   "filters": "Holder%3D%3D%40UserId%26%26%28LinkType.Name%3D%22Practice%20Manager%22%7C%7CLinkType.Name%3D%22Registered%20Manager%22%29",
   "sorting": "On",
   "pageFilters": "[{\"id\":\"ITEM_REF\",\"apiId\":\"Asset.Ref\"}]",
   "orderBy": "Ref",
   "sortBy": "Ref"
}

All Calls Awaiting Your Action

Widget ID: data-grid

{"entityType":"call","columns":"Ref,CreatedDate,ShortDescription,Product:ConfigurationItem.Name,Status:CallStatus.Name","headers":"No.,Date Raised,Description,Product,Status","sorting":"on","filters":"UserId%20%3D%3D%20%40UserId%26%26(OpenStatus=1%7C%7COpenStatus=2%7C%7COpenStatus=3)%26%26CallStatus.IsAwaitingAction=1"}

Calls Awaiting Closure Confirmation

If you have 2 part closure enabled and are waititng for the custoer to confirm call can be closed

Widget ID: data-grid

{"entityType":"call","columns":"Ref,CreatedDate,ShortDescription,Product:ConfigurationItem.Name,Status:CallStatus.Name","headers":"No.,Date Raised,Description,Product,Status","sorting":"on","filters":"UserId%20%3D%3D%20%40UserId%26%26(OpenStatus=1%7C%7COpenStatus=2%7C%7COpenStatus=3)%26%26CallStatus.IsAwaitingAction=1"}

Change Requests for the Next 7 Days

Widget ID: data-grid

{"entityType":"request","columns":"Ref,Req_Title:Name,Req_Risk:Risk.Name,Req_Priority:Priority.Name,Req_Status:RequestStatus.Name,ImpStart:ImplementationStartDate,ImpEnd:ImplementationEndDate,Req_Desc:ShortDescription","headers":"No.,Title,Risk,Priority,Status,Start Date,End Date,Description","sorting":"on","filters":"WorkflowProfile%3D%3D0%26%26OpenStatus%3E0%26%26TemplateType%3D%3D0%26%26ImplementationStartDate%3E%40Now%26%26ImplementationStartDate%3C%3D%40NowOffset%287%3B0%3B0%29%26%26ImplementationEndDate%21%3Dnull","orderBy":"ImplementationStartDate%20Asc","sortBy":"ImplementationStartDate"}
Notes:
•Workflow Profile : 0 (Change Management)
•Implementation Start Date > @Now and <= @NowOffset by 7 days
•Implementation End Date is not Null

Change Requests for the Next 7-14 Days

Widget ID: data-grid

{"entityType":"request","columns":"Ref,Req_Title:Name,Req_Risk:Risk.Name,Req_Priority:Priority.Name,Req_Status:RequestStatus.Name,ImpStart:ImplementationStartDate,ImpEnd:ImplementationEndDate,Req_Desc:ShortDescription","headers":"No.,Title,Risk,Priority,Status,Start Date,End Date,Description","sorting":"on","filters":"WorkflowProfile%3D%3D0%26%26OpenStatus%3E0%26%26TemplateType%3D%3D0%26%26ImplementationStartDate%3E%40NowOffset%287%3B0%3B0%29%26%26ImplementationStartDate%3C%3D%40NowOffset%2814%3B0%3B0%29%26%26ImplementationEndDate%21%3Dnull","orderBy":"ImplementationStartDate%20Asc","sortBy":"ImplementationStartDate"}
Notes:
•Workflow Profile : 0 (Change Management)
•Implementation Start Date > @NowOffset by 7 days and <= @NowOffset by 14 days
•Implementation End Date is not Null

Change Requests for the Next 14-28 Days

Widget ID: data-grid

{"entityType":"request","columns":"Ref,Req_Title:Name,Req_Risk:Risk.Name,Req_Priority:Priority.Name,Req_Status:RequestStatus.Name,ImpStart:ImplementationStartDate,ImpEnd:ImplementationEndDate,Req_Desc:ShortDescription","headers":"No.,Title,Risk,Priority,Status,Start Date,End Date,Description","sorting":"on","filters":"WorkflowProfile%3D%3D0%26%26OpenStatus%3E0%26%26TemplateType%3D%3D0%26%26ImplementationStartDate%3E%40NowOffset%2814%3B0%3B0%29%26%26ImplementationStartDate%3C%3D%40NowOffset%2828%3B0%3B0%29%26%26ImplementationEndDate%21%3Dnull","orderBy":"ImplementationStartDate%20Asc","sortBy":"ImplementationStartDate"}
Notes:
•Workflow Profile : 0 (Change Management)
•Implementation Start Date > @NowOffset by 14 days and <= @NowOffset by 28 days
•Implementation End Date is not Null

Stakeholders of a Service

Widget ID: data-grid

{"entityType": "person-to-asset-stakeholder-link","columns": "HolderName:Holder.Name,LinkTypeName:LinkType.Name","headers": "Stakeholder, Role Type","filters": "!%40IsDeleted","sorting": "off","pageFilters": "[{\"id\":\"ITEM_REF\",\"apiId\":\"Target.Ref\"}]","orderBy": "Holder.Name","sortBy": "Holder.Name"}

Requests Logged for Others

Widget ID: data-grid

{"entityType":"request","columns":"Ref,CreatedDate,User:RequestedBy.FriendlyName,Status:RequestStatus.Name,Title:Name,Desc:ShortDescription","headers":"No.,Date Raised,Requested For,Status,Title,Description","sorting":"on","filters":"%40IsLoggedByMe%26%26!%40IsLoggedForMe%26%26SystemStatus%3E0%26%26OpenStatus","orderBy":"CreatedDate%20Desc","sortBy":"CreatedDate"}

Note: Requests logged by User but submitted for another User (ie modified the User field in the Submission screen), not including un-submitted requests.

Calls Logged for Others

Widget ID: data-grid

{"entityType":"call","columns":"Ref,CreatedDate,User:User.FriendlyName,Status:CallStatus.Name,Desc:ShortDescription","headers":"No.,Date Raised,Logged For,Status,Description","sorting":"on","filters":"%40IsLoggedByMe%26%26!%40IsLoggedForMe%26%26SystemStatus%3E0%26%26OpenStatus","orderBy":"CreatedDate%20Desc","sortBy":"CreatedDate"}

Note: Calls logged by User but submitted for another User (ie modified the User field in the Call Submission screen), not including un-submitted Calls.

My Organizations Calls

Widget ID: data-grid

{"entityType":"call","columns":"Ref,CreatedDate,User:User.FriendlyName,Status:CallStatus.Name,Desc:ShortDescription","headers":"No.,Date Raised,Logged By,Status,Description","sorting":"on","filters":"OrganizationId%20%3D%3D%20%40OrganizationId%26%26OpenStatus","orderBy":"CreatedDate%20Desc","sortBy":"CreatedDate"}

Show the calls awaiting your action and any that are open/resolved open/unresolved

Widget ID: data-grid

{"entityType":"call","navigationEntityType":"call","Ref:Target.Ref",columns":"Ref,CreatedDate,ShortDescription,Product:ConfigurationItem.Name,Status:CallStatus.Name","headers":"No.,Date Raised,Description,Product,Status","sorting":"on","filters":"UserId%20%3D%3D%20%40UserId%26%26(OpenStatus=1%7C%7COpenStatus=2%7C%7COpenStatus=3)%26%26CallStatus.IsAwaitingAction=1"}
Person Screens

Calls Outstanding for a User

Widget ID: data-grid

{"entityType":"call","columns":"Ref,CreatedDate,Status:CallStatus.Name,ProblemDesc:Description", "headers":"Ref,Logged Date,Status,Description","sorting":"on", "filters":"OpenStatus == 1", "pageFilters": "[{\"id\":\"REF\",\"apiId\":\"User.Ref\"}]" }

Users Assigned Software where the person is a stakeholder

Widget ID: data-grid

{"entityType":"person-to-asset-stakeholder-link","navigationEntityType":"asset","columns":"Ref:Target.Ref,Asset:Target.Name,ModelType:Target.ModelType.Name,Type:Target.InfraEntityType.Name","headers":"Assigned Applications,Module,Type","filters":"!@IsDeleted","sorting":"on","pageFilters": "[{\"id\":\"REF\",\"apiId\":\"Holder.Ref\"}]","orderBy":"Target.InfraEntityType.Name","sortBy":"Model"}

Users Assigned Assets/Configuration Items

Widget ID: data-grid

{"entityType":"configuration-item","navigationEntityType":"asset","columns":"Ref,Name,Type:InfraEntityType.Name,Manufacturer:Manufacturer.Name,ModelType:ModelType.Name","headers":",Assigned Assets,Type,Manufacturer,Model","filters":"!@IsDeleted","sorting":"off","pageFilters":"[{\"id\":\"REF\",\"apiId\":\"User\"}]","orderBy":"","sortBy":""}