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.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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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. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
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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Specify the survey portal URL
User roles: System Administrator
SM surveys are sent to recipients through an email with a survey link, which is generated based on the survey portal URL. For this reason, you need to specify the URL for your selected survey portal. For more information, see Select a survey portal.
To specify the survey portal URL, follow these steps:
- Click System Administration > Base System Configuration > Miscellaneous > System Information Record.
- Click the Active Integrations tab.
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Specify the portal URL for your portal, as described in the following table.
Portal Steps ESS Note For ESS surveys, you must configure both the standard web client URL and the ESS web client URL in the System Information Record. Both URLs are used as predefined parameters for SM Survey.
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In the WebServer URL field, type the fully qualified index.do URL to your web tier. For example:
http://myserver.mydomain.com:8080/SM/index.do
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In the ESS URL field, type the fully qualified ess.do URL to your web tier. For example:
http://myserver.mydomain.com:8080/SM/ess.do
SRC In the SRC URL field, type your SRC URL in the following format:
http://<SRC Server name>:<port>/<SRC App Server Name>
Service Manager Service Portal In the Service Portal URL field, enter the following value:
https://<Service Portal host name>:<port>
Where: <Service Portal host name> represents the fully qualified domain name of the Service Manager Service Portal host, and <port> represents the launchpad port of Service Manager Service Portal. The default launch pad port is 9000.
For example:
https://myhost.mycompany.net:9000
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- Save the System Information Record.
- Log off and then log back in to Service Manager.
Tip If you have already set up HTML Email, now users can send surveys from a record by using the Send Survey option from the More menu. For details, see Send a survey from a record.
To enable the system to automatically send scheduled surveys or rule-based surveys, additional configurations are needed:
Related topics
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