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Enable Service Portal users to access surveys

User roles: System Administrator

Important Lightweight Single Sign-On (LW-SSO) and the RESTful API capability are required only when Service Manager Service Portal is selected as the survey portal. For more information, see Select a survey portal.

After you have installed Service Manager Service Portal, you need to enable the Survey functionality for Service Manager Service Portal users.

To do this, you need to perform the following steps.

  1. Make sure that you have configured LW-SSO for the Service Manager Server and Service Manager Service Portal.

    Service Manager Service Portal has bundled Micro Focus Identity Manager (IdM) and uses IdM for user authentication. If LW-SSO is not enabled, Service Manager Service Portal will not be able to retrieve surveys from Service Manager for individual users.

    1. Make sure that for each user, the same user name exists in both Service Manager and Service Manager Service Portal.
    2. Configure LW-SSO in the Service Manager Server. For details, see Configure LW-SSO in the Service Manager server.

    3. Configure LW-SSO in Service Manager Service Portal. You should have already done this during the installation and setup of Service Manager Service Portal. For details, see the LW-SSO steps in Install a single instance of Service Manager Service Portal and Add Service Manager as a supplier.

      Note The same initString value must be configured in both the Service Manager Server and Service Manager Service Portal.

  2. Make sure that you have enabled the Survey functionality in Service Manager Service Portal. You should have already done this by running an Ansible playbook named enableSurvey during the installation of Service Manager Service Portal. For details, see the Enable Survey step in Install a single instance of Service Manager Service Portal.

  3. Grant users the RESTful API capability in Service Manager.

    Service Manager Service Portal users must have the RESTful API capability to access SM surveys. You need to assign this capability to each operator record in Service Manager that corresponds to a Service Manager Service Portal user.

    To do this, follow these steps:

    1. Log in to Service Manager as a system administrator.
    2. Enter operator in the command line, and press Enter.
    3. Open an operator record by performing a search.
    4. Select the Startup tab, and add the RESTful API capability word for the operator.

    5. Save the record.

Related topics

SM Survey setup

Related topics

Create a survey template