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
- 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 ESS or SRC to Service Manager Service Portal
To migrate ESS or SRC to Service Manager Service Portal, complete the following tasks:
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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.
After you set up the catalog aggregation, catalog definition including user options can be aggregated into Service Manager Service Portal automatically.
Note
- Service Manager Service Portal does not support the catalog items that are defined for department subscription. We recommend that you deactivate these catalog items in Service Manager before aggregation. Otherwise, the request will fail when a user orders this kind of catalog items in Service Manager Service Portal.
- The system cannot synchronize changes to catalog items or categories back to Service Manager. Therefore, we highly recommend managing catalog items and categories in Service Manager instead of Service Manager Service Portal.
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If you want to keep the access control for catalog items in the new portal, you need to manually map the access control configuration for each catalog item in Service Manager Service Portal.
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Synchronize your existing service and support requests to Service Manager Service Portal. For detailed instructions, refer to 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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Enable KM search in Service Manager Service Portal. For detailed instructions, refer to Enable Knowledge Management search.
Once you enable the KM search in Service Manager Service Portal, knowledge articles can be aggregated or used by the IDOL search engine in Service Manager Service Portal automatically.
Note Knowledge group is not supported in Service Manager Service Portal.
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Migrate your customization in the new Service Manager Service Portal:
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SRC checkout tailoring can be carried over to the Service Manager Service Portal catalog item form definition during catalog aggregation.
After catalog aggregation, SRC support request checkout tailoring will be reflected in support item form definition in Service Manager Service Portal.
Note SRC service request checkout tailoring will not work for the new Service Manager Service Portal. If you want to use your previous customization, you need to manually define it in the new portal.
- You need to re-implement UI theme customization in Service Manager Service Portal. For the detailed instructions on the UI theme customization of Service Manager Service Portal, refer to Customizing Service Manager Service Portal.
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