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 |
|---|---|---|
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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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- 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
Import Service Manager catalog item entitlement to Service Manager Service Portal
Service Manager catalog Item capability words and access filters can be imported to Service Manager Service Portal. In Service Manager Service Portal, the access control of catalog items is achieved using user groups, and therefore, a user group is created for each capability word and access filter imported from Service Manager. To import the capability words and access filters from Service Manager to Service Manager Service Portal, follow these steps.
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Log in to the Service Manager Service Portal administration portal as sysadmin.
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Click Supplier, and then verify that the supplier is properly set for Service Manager. For more information about how to set a supplier, open the Service Manager Help Center and search for "Add Service Manager as a supplier."
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Click the supplier for SM.
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On the detail page of the supplier, check the User Auto Entitlement checkbox and save.
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Go back to the Service Portal page, click Catalog Connect, and then verify that there is at least one aggregation with the offering type Service Offering or Support Offering.
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In Service Manager, in the navigation tree, expand Miscellaneous, and then click System Status.
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Click Start Scheduler.
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On the Select startup record page, click propel to start the scheduler.
Note If you want to change the schedule interval, you need to modify the PropelSync schedule before you start the scheduler.
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After you start the scheduler, a user group is created for each Service Manager capability word, and its name starts with “SM_”, for example, “SM_AlwaysAdmin.” Likewise, a user group is created for each access filter, and its name starts with “SM_AF-”, for example, “SM_AF- 6664B6BEB9F75971.” Meanwhile, if a user exists in IDM and has a certain capability word(s) or meets a certain access filter, the user will be add to the corresponding user group.
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Wait a few minutes, go back to the Service Manager Service Portal Admin page, and then click Identity.
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Click the organization.
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On the detail page of the organization, click the Groups tab, and make sure that all Service Manager capability words and access filters have been imported.
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Go back to the Service Portal page, click Catalog Connect, and then restart all the aggregations so that they run with the user groups imported from Service Manager.
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Go back to the Service Portal page, click Catalog Items, and then click a catalog item.
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On the Access Control page, verify that Access Control Rule 1 has the user groups imported from Service Manager capability words. Also verify that Access Control Rule 2 has the user groups imported from Service Manager access filters.
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After you finish all these steps, Service Manager Service Catalog capability words and access filters have been imported to Service Manager Service Portal.
After the Service Manager catalog item entitlement is imported, end users can search their entitled offerings in Service Manager Service Portal. In addition, end users can also search their entitled KM articles and hot news in Service Manager Service Portal. The KM entitlement is based on Service Manager KM entitlement.
Variables used in access filters
If an access filter leverages a variable, in order for this access filter to be imported and effective in Service Manager Service Portal, you need to open the variableInfos table with the Database Manager, and then add the variable to this table.
While adding a variable, the following rules apply:
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Variable Name must be identical to the variable name specified in the access filter.
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When the variable points to a field in the operator table, Table Name must be operator, Field Name must be the field the variable points to, Join Tables must be operator, Base Query Type must be operatorBaseQuery.
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When the variable points to a field in the contacts table, Table Name must be contacts, Field Name must be the field the variable points to, Join Tables must be operator and contacts, Base Query Type must be contactsBaseQuery.
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When the variable points to a field in the Subscription table, Table Name must be Subscription, Field Name must be the field the variable points to, Join Tables must be operator, contacts, and Subscription, and Base Query Type must be subscription BaseQuery.
