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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Perspectives
Note: Perspectives are available in the Windows client only.
A perspective contains one or more views, and perhaps an editor, that provides all of the data and tools you need to complete a Service Manager task. Service Manager has a default perspective that is standard for accessing forms and data. The Administration perspective contains several Service Manager administrative views that help troubleshoot the user interface or monitor client/server traffic.
You can customize these standard perspectives, or create new ones according to your needs. For example, one user might want to add another view to all of the default Service Manager views. If you save this with a name, you can reuse it. Another user might want to see the same views, but docked or stacked differently within the Workbench. Building a customized perspective is similar to creating a personal Windows desktop.
The default Service Manager perspective opens the first time you log in to Service Manager. Click Window > Open Perspective to choose a default or customized perspective. You can also access perspectives from the icons on the left shortcut bar. When you choose a perspective for the first time, its icon appears on the shortcut bar and remains there until you end the session.
The following table lists available perspectives in Service Manager. You can define your own perspectives to customize the way you work with the Windows client.
Icon | Perspective name | Purpose | User |
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Administration | Troubleshoot the user interface or monitor client/server traffic. Within the Administration perspective, there are eight available views arranged in tab format. Each view displays different information. For more information, see the Application Administration help. | Administrators | |
Service Manager | The default perspective when you first log in. This perspective is for any Service Manager user and displays view and editor panes that help you access Service Manager applications. | Service desk operators and administrators |
Create a new perspective
Applies to User roles: All roles
Note: Perspectives are available in the Windows client only.
To create a new perspective:
- Start in an out–of–box perspective. The default perspective is the Service Manager perspective.
- Arrange the views and editor according to where you want them to be.
- Click Window > Save Perspective As.
- Name the new perspective, then click OK.
- Click the perspective icon on the shortcut bar. The new perspective is in the list of perspectives.
Open a list of perspectives
Applies to User roles: All roles
Note: Perspectives are available in the Windows client only.
To find a list of available perspectives:
- From the Window menu click Open Perspectives. (You can also find the Open Perspectives shortcut on the Shortcut bar located on the left side of the Workbench.)
- Click Other.
The out–of–box list of perspectives includes the following:
- Administration
- Service Manager (default)