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.
|A single word||
||Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".|
You can specify that the search results contain a specific phrase.
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.
Two or more words in the same topic
|Either word in a topic||
|Topics that do not contain a specific word or phrase||
|Topics that contain one string and do not contain another||
|A combination of search types||
- Data Policy
- Access Data Policy
- Data Policy expressions
- Data Policy and the object record
- Creating revisions
- Revert to a previous revision
- Purge revisions
- Data Policy and encryption
- Change the columns in a record list
- Create an alias for your custom CI display name field
- Define auto complete table columns
- Specify a referenced table for a field
- Specify a display field for a referenced table
Create an alias for your custom CI display name field
Applies to User Roles:
In the out-of-box system, the device table uses the display.name field to store CI display names. However, your production system may use a custom field to store CI names. For this reason, in the device dbdict record, the sm.device.display.name field is created as an alias for the display.name field. If your device table uses a custom field to store CI names, you only need to specify it in the data policy record so that Service Manager automatically recreates an alias named sm.device.display.name for it.
Caution Before your proceed, make sure that your custom CI name field has a character data type, and is configured to be a No Nulls key and not a Unique key. If your custom field does not meet these conditions, it is not available for selection from the Display Field drop-down list in the device data policy record.
To create an alias for your custom CI display name field, follow these steps:
- Open the device table from Database Dictionary.
- From the More or More Actions menu, select Data Policy to open the data policy record.
In the Display Field field, select your custom CI display name field from the drop-down list, for example, mycompany.ci.name.
Note When you change the Display Field value, Service Manager removes the alias from the previous field and adds it to the new field.
- Click Save to save the data policy record.
Click OK twice to save the DBDICT record.
- Open the device DBDICT record again, and verify that an alias named sm.device.display.name has been created for your custom field (that is, both the custom field and the alias have the same index number).
Execute the refreshSubscriptionDisplayName ScriptLibrary to update the CI information in subscriptions.
Note CI information in subscriptions is derived from the Display Field defined in the device data policy record. This step is needed whenever you have changed the Display Field setting.
Create a new contract terms and conditions record
Create a contract template
Cancel a contract
Update the terms and conditions of a contract
Renew a contract
View software installation information
Cancel a payment record
Delete a payment record
Generate a payment schedule for a contract
Schedule a payment for a contract
Submit a payment record