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 |
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A single word | cat
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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 |
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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
Set Service Exchange user roles and organizations
In order for Service Exchange to run correctly, you need to set SX user roles and organizations to allow viewing of SX management and testing UIs.
SX has both management pages and a Testing UI. The management pages include the Content Management UI, the Testing UI includes for example the order wizard.
The two UIs have a similar configuration but the Testing UI is shipped separately as a part of the SDK package. See the SX SDK package documentation for details on how to install it.
These UIs are only accessible by users having certain roles. The roles recognized by SX are described in the following table.
User interface | Required user roles |
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Management pages |
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Testing UI |
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Any UI pages |
ADMINISTRATOR or UI Note A user needs to be assigned an ADMINISTRATOR or UI role to access any of the SX UI pages. |
Users are associated with roles in the users.json
configuration file, located at [%SX_HOME%]/WEB-INF/config/users.json
.
To assign or change SX user roles, refer to the following example configurations.
A simple example configuration:
{"Provider": {"sxCatalogTransportUser": {"roles": ["CONSUMPTION"]},"admin": {"roles": ["ADMINISTRATOR"]}}}
The file structure reflects the organization structure. In this example the Provider is at the top level, with two users with their roles underneath. A user name can also be * which means all users within the organization will have the same roles. When multiple entries match a user all their roles are merged together.
A more complex example:
{"CONSUMER": {"admin" : {"roles": ["ADMINISTRATOR"]},"*": {"roles": ["UI"]}},"Provider": {"sxCatalogTransportUser": {"roles": ["CONSUMPTION"]}}}
In this example all the users of the CONSUMER organization have access to the testing UI for creating orders, and the admin user also has access to the administration section.
[%SX_HOME%]
is used as a shortcut for the path: /opt/hp/propel/sx