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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Incident security roles and settings
The out-of-box security roles for the Incident module include the following:
- Incident process owner
- Incident coordinator
- Incident analyst
- Incident manager
- Incident task assignee
- Configuration auditor
- Operator
Mapping between previous security profiles and current PD security roles
The following table lists the mapping relationship between previous Incident security profiles and current PD security roles in the Incident module.
Security Profile | Security Role/Area |
---|---|
DEFAULT | DEFAULT/Incident |
configuration auditor | configuration auditor/Incident |
incident analyst | incident analyst/Incident |
incident coordinator | incident coordinator/Incident |
incident manager | incident manager/Incident |
initiator | initiator/Incident |
operator | operator/Incident |
problem manager/coord | problem manager/Incident |
problem coordinator/Incident | |
service desk agent | service desk agent/Incident |
service desk manager | service desk manager/Incident |
service tech | service tech/Incident |
sysadmin | sysadmin/Incident |
N/A | incident task assignee/Incident |
N/A | incident process owner/Incident |
Field mapping between security profiles and PD security rights/settings
The following table lists the mapping of fields in legacy Incident security profiles and Process Designer security roles.
Security profile settings | Process Designer security rights and settings |
---|---|
New | New |
Close | Delete/Close |
Inactivate | |
Mass inactivate | |
Update | Update |
Change category | |
View | View |
Log | |
Can notify | |
Search for duplicates | |
Alternate views | |
Can use callback list | |
Advanced search | |
Reopen | Reopen |
Mark problem candidate | Expert |
Can suspend | |
Can unsuspend | |
Notes | |
Override | |
Tempate Mass Update | |
Complex Mass Update | |
Allow inefficient query | Allow Inefficient Query |
Skip query warning | Skip Inefficient Query Warning |
Can create personal views | Can Create Personal Views |
Can create system views | Can Create System Views |
Lock on display | Lock On Display |
Modify Template | Modify Template |
Allowed statuses | Allowed Statuses |
QBE format | List Format |
Search format | Search format |
Manage format | Manage Format |
Initial view | Initial View |
Auto-notify format |
Notify Template Note Use this setting to configure the template name for the "Notify" action. |
Incident macro mail format | N/A |
Default template | |
Default category | |
Assignment groups | Assignment groups |
Authorized categories | Allowed Categories |
New thread: View -> Search | New thread: View -> Search |
New thread: Search -> List | New thread: Search -> List |
New thread: List -> Edit | New thread: List -> Edit |
New thread: View -> Edit | New thread: View -> Edit |
Note N/A means the previous fields are obsolete and are not mapped to PD security rights/settings.
Out-of-box role rights
Based on the mapping rules, the rights and settings in previous security profiles are mapped to the rights and settings in the Incident area specified in the corresponding security roles. See the table below for the out-of-box security rights in the Incident, Incident Tasks, and Incident Management Configuration areas. This table only lists the new security roles that have different settings with the default rights.
Area Name | Role Name | View | New | Update | Delete/Close | Modify Template | Expert | Admin |
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Incident | incident process owner | TRUE | TRUE | Always | Always | TRUE | TRUE | TRUE |
system administrator | TRUE | TRUE | Always | Always | TRUE | TRUE | TRUE | |
Incident Tasks | configuration auditor | TRUE | TRUE | Never | Never | FALSE | FALSE | FALSE |
incident analyst | TRUE | TRUE | Always | Always | FALSE | TRUE | FALSE | |
incident coordinator | TRUE | TRUE | Always | Always | FALSE | TRUE | FALSE | |
incident manager | TRUE | TRUE | Always | Always | TRUE | TRUE | TRUE | |
incident process owner | TRUE | TRUE | Always | Always | TRUE | TRUE | TRUE | |
incident task assignee | TRUE | FALSE | When assigned to workgroup | When assigned to workgroup | FALSE | FALSE | FALSE | |
initiator | TRUE | TRUE | Never | Never | FALSE | FALSE | FALSE | |
operator | TRUE | TRUE | When assigned | When assigned | FALSE | FALSE | FALSE | |
problem manager | TRUE | TRUE | Always | Always | TRUE | TRUE | TRUE | |
SD agent/manager | TRUE | FALSE | When assigned | Never | FALSE | FALSE | FALSE | |
service tech | TRUE | TRUE | Always | Always | FALSE | FALSE | FALSE | |
system administrator | TRUE | TRUE | Always | Always | TRUE | TRUE | TRUE | |
Incident Management Configuration | incident manager | TRUE | TRUE | Always | Always | FALSE | FALSE | FALSE |
incident process owner | TRUE | FALSE | Never | Never | FALSE | FALSE | FALSE | |
system administrator | TRUE | TRUE | Always | Always | TRUE | TRUE | TRUE |
For information about the out-of-box role rights in the Common Configuration area, see Out-of-box role rights in the Common Configuration area.
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