Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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- Administer Service Management
- Studio
- People
- Locations
- Lists
- Routing definitions
- Service Portal Administration
- Application settings
- Smart Analytics settings
- Data domain segmentation
- Categories
- MT console for shared service providers
- Dev2Prod - Synchronize your development and production tenants
- Debug tool
- Sample data
- Live Support
- Create a white label version of Service Management
- Generate report based on PostgreSQL views
Application settings
Service Management provides default settings for various applications. To customize the settings, from the main menu, select Administration > Configuration > Application Settings.
You can edit the following settings:
In-line translation tool
In-line translation is disabled by default. To enable this function, follow these steps:
- In the In-line translation tool field, select On.
- Select the external tool that you want to use to perform the translation. Currently, Google Translate is the tool supported. You must purchase a license for one of these services to use this functionality in Service Management.
- Click Save.
Encryption passcode expiration
The number of days from the creation of an encryption passcode until its expiration is set as 90 by default. You can modify this setting as needed:
- In the Encryption passcode expiration field, select the required number using the arrow buttons.
- Click Save.
Encryption passcode warning period
The period to warn the user that his encryption passcode will expire is set as 14 days before the passcode expiration by default. You can modify this setting as needed:
- In the Encryption passcode warning period field, select the required number using the arrow buttons.
- Click Save.
Encryption passcode TTL (time to live)
The number of minutes that the encryption passcode can be cached in the browser is set as 60 by default. You can modify this setting as needed:
- In the Encryption passcode TTL (time to live) field, select the required number using the arrow buttons.
- Click Save.
BI sync storage quota (GB)
Set storage quota for BI sync data. The quota is set as 10 by default. You can modify the value as needed.
Project portfolio optimization
The ability to view project portfolio optimizations and scenarios is disabled by default. To enable this function, follow these steps:
- In the Project portfolio optimization field, select On. By default, Off is selected.
- Click Save.
Export to CSV/XLS with URLs
The ability to include record URLs in the exported file when exporting data from the List view. To enable this function, follow these steps:
- In the Export to CSV/XLS with URLs field, select On. By default, Off is selected.
- Click Save.
Enable strong identity validation
The strong identity validation feature is disabled by default. To enable it, follow these steps:
- In the Enable strong identity validation field, select On. By default, Off is selected.
- Click Save.
Allow strong identity validation bypass for admin
The permission to bypass strong identity validation cannot be granted to the tenant admin role by default. To allow the permission for tenant admin, follow these steps:
- In the Allow strong identity validation bypass for admin field, select On. By default, Off is selected.
- Click Save.
Authorization code TTL (time to live)
The number of minutes that the authorization code is valid after it is sent to the user. The value is set to 1440 by default. You can modify this setting as needed:
- In the Authorization code TTL (time to live) field, select the required number using the arrow buttons.
- Click Save.
Authorized domains for navigation
The list of approved hostnames for navigation. No warning will appear when a user navigates to the domains in the approved list. You can modify this setting as needed:
- In the Authorized domains for navigation field, enter the approved domains as a comma-separated list.
- Click Save.
PPO Currency
The default currency for PPO operations is US dollars. To change the default currency, follow these steps:
- In the PPO currency field, select the default currency that you want to use.
- Click Save.
Note It is highly recommended to use the same currency for your tenant.
Enable editing or deleting comments
Turn on or off this setting to enable or disable users to edit/delete comments.
Customization restriction policy
Choose Restricted/Not restricted to disable/enable user customization on production tenants.
Enable custom entity link to support OOTB entities
If enabled, a custom entity link can be linked to any record type. If disabled, a custom entity link can only be linked to Person, Group or a custom record type.
Enable add multiple comments
The ability to add multiple comments to a record before saving the record. To disable this ability, follow these steps:
- In the Enable add multiple comments in one save field, select Off. By default, On is selected.
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Click Save.
The Add button is removed from the Discussions tab. Only the Add & save record button appears.
Note When the add multiple comments functionality is enabled, it is not possible to copy multiple comments saved at the same time to related records via a business rule.
Enable On-Call Schedule Management
The ability to view and use the On-Call Schedule Management feature.
By default, this feature is enabled out-of-the-box for new users.
To disable this ability, follow these steps:
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In the Enable On-Call Schedule Management field, select Off. By default, On is selected.
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Click Save.
Note When this feature is disabled, it is not possible to view On-Call Schedule Management in the main menu, nor to use any of its functionality.
Enable user notification preferences
The Enable user notification preferences feature is enabled by default. To disable it, follow these steps:
- In the Enable user notification preferences field, select Off. By default, On is selected.
- Click Save.
Include simulation in debug report
The Include simulation in debug report feature is disabled by default. To enable it, follow these steps:
- In the Include simulation in debug report field, select On. By default, Off is selected.
- Click Save.
Task/approval parameter evaluation
By default, task and approval parameters are evaluated when the task is created. You can change the setting to evaluate task and approval parameters at the time of execution.
To set the task and approval parameter evaluation time, follow these steps:
- In the Task/approval parameter evaluation field, select the Task creation or Task execution.
- Click Save.
Enable mail configurations
Mail configuration is disabled by default. To enable the configurations, select On and complete the following settings:
Field |
Description |
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Mail protocol | Select SMTP or EWS as the mail server type. |
Mail server host |
Enter the name of the mail server host that is used for sending email notifications. It can be the IP address, machine name, or DNS name of the mail server. |
Mail server port | Enter the communications port that the mail server uses. |
Mail from | Enter the email address identified as email sender. Make sure that this email address is in the allowed reply email list configured in the mail server. |
Authentication required |
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User name | Enter the user name of the account used for mail server authentication. |
Password | Enter the password of the account used for mail server authentication. |
Certificate (for SMTP only) |
Select a certificate used by SMTP server.
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Enable NTLM (for EWS only) |
If your Exchange Server requires domain information for authentication, turn on this switch to enable the Domain field. |
Domain (for EWS only) |
Enter the domain of the account used for mail server authentication. |
Service path (for EWS only) |
Enter the EWS service path (for example, EWS/Exchange.asmx) for the full EWS service URL. The full EWS service URL consists of Mail server host and Service path. |
Version (for EWS only) |
Select the version of Exchange Server. If you are unable to find a match, select the latest version prior to the version of your Exchange Server. |
Available locales
The languages specified in Available locales are displayed as language options that users can select from the language list in the Service Portal user profile and the Service Management user preferences.
By default, no language is selected, which means all languages are available. The English (U.S.) language is always available, no matter it is selected or not. For example, if you specify "Deutsch" in Available locales, only "Deutsch" and " English (U.S.)" are available for user selection in the Service Portal user profile and the Service Management user preferences.
To specify available locales, follow these steps:
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In the Available locales field, select one or multiple languages.
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Click Save.
Time zone definition
Set the tenant time zone for the Expression Language date formatting function. By default, it is set to the time zone of the client's browser.
To set the tenant time zone, follow these steps:
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In the Time zone definition field, select the required time zone.
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Click Save.
Database reporting
Database views can be accessed using third-party tools and can be used to perform operations such as data extraction or reporting Business Intelligence. To avoid system performance issues with massive data query on a large tenant, it is recommended to access the views from a secondary database node that is synchronized with the primary one. If metadata has been changed, you need to refresh the view manually by click the Refresh button in the Database reporting section on the application setting page.
Maximum record size in DSL
Set the maximum number of records that can be integrated through DSL.
Maximum history export size (normal user)
It sets the maximum number of the history records exported with the normal user permission. To change the maximum size, follow these steps:
- In the Maximum history export size (normal user) field, enter the maximum number of the history records that are allowed to be exported with the normal user permission.
- Click Save.
Maximum history export size (admin user)
It sets the maximum size of the history records exported with the admin user permission. To change the maximum size, follow these steps:
- In the Maximum history export size (admin user) field, enter the maximum number of the history records that are allowed to be exported with the admin user permission.
- Click Save.
Maximum query size
It sets the maximum number of queries, the size range is 4000-100000. To change the maximum size, follow these steps:
- In the Maximum query size field, enter the maximum number of queries that are allowed.
- Click Save.
Maximum bulk update size
It sets the maximum size of each bulk update, the size range is 250-2000. To change the maximum size, follow these steps:
- In the Max bulk update size field, enter the maximum number of updates that are allowed.
- Click Save.
Report quota
It sets the maximum number of report quota points, the points range is 1095000-3650000. To change the maximum number of report quota points, follow these steps:
- In the Report quota field, enter the maximum number of report quota points that are allowed.
- Click Save.
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