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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- Service Manager Service Portal administration tips and tasks
- Service Manager Service Portal capabilities
- Migrating ESS or SRC to Service Manager Service Portal
- Migrating Propel to Service Manager Service Portal
- Migration from Service Manager Service Portal single node to HA nodes
- Migration from one Service Manager Service Portal single node to another
- Import Service Manager catalog item entitlement to Service Portal
- Service Manager Service Portal Tips
- Service Manager Service Portal Custom Themes
- Changing Service Manager Service Portal Default User Accounts' Passwords
- Encrypt a Password - Service Manager Service Portal User Accounts
- Change the Service Manager Service Portal Master Password
- Change the JWT Signing Key
- Set Service Exchange user roles and organizations
- Perform Service Exchange basic configuration
- Verify Service Exchange configuration
- View and manage Service Exchange content packs and adapters
- Change the host name used in an existing Service Manager Service Portal installation
- Encrypt a password in Service Manager Service Portal
- Back up and restore Service Manager Service Portal PostgreSQL databases
- Remotely connect to the Service Manager Service Portal database
- Change Service Manager Service Portal initial passwords
- Enable query field autofill for catalog item user options
- Adjust the field weight for IDOL search
- Use F5 reverse proxy with Service Portal
- Administrative toolkits
Migrating Propel to Service Manager Service Portal
If you previously use Propel and now you want to use Service Manager Service Portal, follow these steps to migrate Propel to Service Manager Service Portal:
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Install and configure Service Manager Service Portal. For detailed instructions, see Install and set up Service Portal.
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In Service Manager Service Portal, use the Catalog Connect application to create a catalog aggregation to import catalog items from Service Manager. For detailed instruction, refer to the Catalog Connect section in the Service Manager Service Portal online help. You must log onto Service Manager Service Portal as the
adminuser to view this topic.After you set up the catalog aggregation, catalog definition including user options can be aggregated into Service Manager Service Portal automatically.
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Synchronize your existing service and support requests to Service Manager Service Portal. For detailed instructions, see the Synchronize Requests topic in the Service Manager Service Portal online help.
After synchronization, service requests are synchronized to orders and requests and support requests are synchronized to support requests in the new Service Manager Service Portal.
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Re-implement your configurations and customizations in the new Service Manager Service Portal. The configurations and customizations that you may need to re-implement include the following items:
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Catalog structure
Note If you previously created a catalog structure in Propel, instead of re-creating the structure in Service Manager Service Portal, we highly recommend that you now create and manage catalog items and categories in Service Manager instead of Service Manager Service Portal. This is because the system cannot synchronize changes to catalog items or categories from Service Manager Service Portal to Service Manager.
- Access control for catalog items
- UI theme customization
- Other customizations such as customized Free Marker templates
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