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.
Search for | Example | Results |
---|---|---|
A single word | cat
|
Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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. |
Search for | Operator | Example |
---|---|---|
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 | ^ (caret) |
cat ^ mouse
|
A combination of search types | ( ) parentheses |
|
Security
The following sections explain the Incident Management security roles, security areas, and rights.
Incident security areas
The security areas for Incident are Incident, Incident Tasks, and Incident Management Configuration. These areas contain the default security rights and settings for the Incident Management module. The security right settings will be inherited by the new roles created in an area when no settings are specified in the security role.
These security areas are used to set permissions to operators to provide access to particular area of Incident. The following table lists the areas and the relevant Incident menu items the operators can access.
Area |
System Navigator menu items for this area |
---|---|
Incident |
This area contains the default security rights and settings for Incident. The rights will be copied to new roles created for this area. However, the settings will only be inherited if there are no settings specified on the Role. |
Incident Task |
This area contains the default security rights and settings for Incident Tasks. The rights will be copied to new roles created for this area. However, the settings will only be inherited if there are no settings specified on the Role. |
Incident Management Configuration |
This area contains the default security rights and settings for Incident Management administration and configuration.. For example, Settings, Incident Categories, Incident Task Categories, and Solution Matching. The rights will be copied to new roles created for this area. However, the settings will only be inherited if there are no settings specified on the Role. Note When you set the security rights for a security role in the Incident Management Configuration area:
|
Default rights
The default rights defined in areas will be inherited when you create new security roles. The following table shows the out-of-box default rights defined in the Incident, Incident Tasks, and Incident Management Configuration areas.
Area Name | View | New | Update | Delete/Close | Expert | Admin |
---|---|---|---|---|---|---|
Incident | TRUE | FALSE | Never | Never | FALSE | FALSE |
Incident Tasks | TRUE | FALSE | Never | Never | FALSE | FALSE |
Incident Management Configuration | FALSE | FALSE | Never | Never | FALSE | FALSE |
Default settings
The default settings defined in areas will be inherited when you create new security roles. In an out-of-box system, none of the default settings is checked or set in the Incident, Incident Tasks, and Incident Management Configuration areas.
Incident security roles and settings
The out-of-box security roles for the Incident module include the following:
- Incident process owner
- Incident coordinator
- Incident analyst
- Incident manager
- Incident task assignee
- Configuration auditor
- Operator
Tip If you have upgraded from a previous version of Incident Management, which is not Process Designer based, see Incident Management security profiles mappings for more information about the mappings between the legacy Incident Management profiles and the current Process Designer security roles.
Out-of-box role rights
Based on the mapping rules, the rights and settings in previous security profiles are mapped to the rights and settings in the Incident area specified in the corresponding security roles. See the table below for the out-of-box security rights in the Incident, Incident Tasks, and Incident Management Configuration areas. This table only lists the new security roles that have different settings with the default rights.
Area Name | Role Name | View | New | Update | Delete/Close | Modify Template | Expert | Admin |
---|---|---|---|---|---|---|---|---|
Incident | incident process owner | TRUE | TRUE | Always | Always | TRUE | TRUE | TRUE |
system administrator | TRUE | TRUE | Always | Always | TRUE | TRUE | TRUE | |
Incident Tasks | configuration auditor | TRUE | TRUE | Never | Never | FALSE | FALSE | FALSE |
incident analyst | TRUE | TRUE | Always | Always | FALSE | TRUE | FALSE | |
incident coordinator | TRUE | TRUE | Always | Always | FALSE | TRUE | FALSE | |
incident manager | TRUE | TRUE | Always | Always | TRUE | TRUE | TRUE | |
incident process owner | TRUE | TRUE | Always | Always | TRUE | TRUE | TRUE | |
incident task assignee | TRUE | FALSE | When assigned to workgroup | When assigned to workgroup | FALSE | FALSE | FALSE | |
initiator | TRUE | TRUE | Never | Never | FALSE | FALSE | FALSE | |
operator | TRUE | TRUE | When assigned | When assigned | FALSE | FALSE | FALSE | |
problem manager | TRUE | TRUE | Always | Always | TRUE | TRUE | TRUE | |
SD agent/manager | TRUE | FALSE | When assigned | Never | FALSE | FALSE | FALSE | |
service tech | TRUE | TRUE | Always | Always | FALSE | FALSE | FALSE | |
system administrator | TRUE | TRUE | Always | Always | TRUE | TRUE | TRUE | |
Incident Management Configuration | incident manager | TRUE | TRUE | Always | Always | FALSE | FALSE | FALSE |
incident process owner | TRUE | FALSE | Never | Never | FALSE | FALSE | FALSE | |
system administrator | TRUE | TRUE | Always | Always | TRUE | TRUE | TRUE |
For information about the out-of-box role rights in the Common Configuration area, see Out-of-box role rights in the Common Configuration area.