Administration Guide
Welcome
About
Delta's SSP5 and SSP6
Delta's SSP6 and SSP7
System Requirements
Software Requirements
Prerequisites
Prerequisites Connector SM
Prerequisites Connector SD
Architecture
Hardware Requirements
Minimal Server Setup
Virtual Server Setup
Virtual Server Hardware
Installation Guide
Introduction
Contents of the installation media
Installation Steps
Installation Checklist
Database installation
New database creation
Oracle
SQL Server
Database upgrade
Oracle upgrade
SQL Server Upgrade
Webserver Installation
Copy SSP 7 files
Software upgrade
IIS
Database Connection configuration
Connection String
Oracle Client
Permissions
Style sheet installation
Adapter Installation
HP OpenView ServiceDesk Adapter
SD Configuration
SD Installation
HP Service Manager Adapter
SM Installation
SM Configuration
Task Scheduler installation
Application Configuration
Other configuration
"Root" Configuration
"Common" Configuration
"Forms" Configuration
"Ticketing" Configuration
"Workflow" Configuration
Authentication Settings
Logging into Self Service Portal
Authentication Flow
Initial Security Settings
Setting the Administrator password
Backup Administration Account
Migration
SRM to SMT-X Conversion
Installation verification checklist
Functional description
About SSP7
Concept
Components
Authentication
Dashboard
Category Structure
Request Forms
Web store
My Items
Workflow
My Tickets
DataStore
Administration
Roles & User Management
Admin Panel
Using the Admin Panel
General Settings
General tab
General Settings - Version
General Settings - License Key
General Settings - Cache Settings
General Settings - Other settings 1
General Settings - Other settings 2
My Profile Settings
Mail Settings
Login Settings
Login Suffix
General Settings - Login - Authentication Types
Single Sign On
SSP7 Internal authentication
LDAP Authentication
SD45 Authentication
Kerberos Single Sign On
Automatic Account Creation
Supervisor Impersonate
Stay Logged In
How to activate
Forms Setting
Workflow Settings
Archive
Calendar Overview
Dashboard Settings
Mobile Component
Ticketing Settings
Webhooks settings
Goto Settings
Search Options
Person Search Limits
Search box on every page
Search Link in navigation
Default Search
Application URL settings
Address book settings
Calendar Overview
Dashboard
Dashboard Panels
Dashboard - Charts
Drafts
HTML text
Dashboard Internal messages
Messages
Navigation
Plain text
Quick requests
My Favorites
(Summary) Views
Configuring the Dashboard Page
Dashboard Panel Layout
Positioning Panels on the Dashboard
Categories
Overview
Managing Categories
Categories Admin Page
Category : General Settings
Creating and Activating a New Category
Creating a New Category
Authorizing Categories
Activating/Deactivating Categories
Topics
Managing Topics
Topics Admin Page
Creating and Activating a New Topic
Creating a New Topic
Authorizing Topics
Activating/Deactivating Topics
General Settings
Title and Short Description Section
General Settings Section
Homepage
Content Section
Related documents Section
Related Links Section
Forms
Forms
General Form Settings
Importing an XML file
Processes
Field List
Show used CSS classes
Copy from existing field
General Settings
Type Of Fields
Field: Other General Settings
Translations
Text Field
Text Area
Radio Button (yes / no)
Upload File
Multi Upload File
Date ( & Time ) Field
Password
Read Only Display Field
Header Field Type
Tab
Section
Repeatable section buttons
Sub Form
Static HTML (descriptions)
Hidden Field
Dropdown
Checkboxes
Radiobuttons
Cascading Dropdowns
Listbox (single)
Listbox (multiple)
Grid
Calculation options
Managing Sections in Forms
Form Change Profiles
Webservice Call in a Form
Processes
Overview
Search ticket result view
Processes Admin page
Managing Processes
General Settings
Dynamic Field mapping
Translations
Variables
Granular Ticket Access
General Settings
Fields
Groups
Webservice calls
Pdf Reports
Text files
Email Template
Reporting Templates
Reporting Template : Field Definition
Search Results Columns
Overview Layouts
Layout : General Settings
Layout : Manual
Layout : General
Layout : Form Field
Layout : External app field
Related Documents
Related links
Process Steps
Action Step
General Settings
Translations
Form
Initial Email
Escalation Email
Escalation Actor Settings
Actor Settings
Step Actions
Overnight Reporting
Approval Step
General Settings
Translations
Form
Initial Email
Escalation Email
Escalation Actor Settings
Decline Email
Actor Settings
Step Actions
Overnight Reporting
Sub-process step
General Settings
Translations
Sub process settings
Handling Sub-processes
Decision Point
General Settings
Translations
Decision Step
Type Normal
Type Approval
Type Multiplier
Type Connector Step
eCar Connector
General Settings
Translations
eCar Connector
Execute Application
General Settings
Translations
Application Settings
Http Request
General Settings
Translations
Http Request Settings
Internal action
General Settings
Translations
Add person to person group
Remove person from group
Jump Step
General Settings
Translations
MS Word Adapter
Multiplier
General Settings
Translations
Details
Notification Step
General Settings
Translations
Initial Email
Actor Settings
People to be informed
OMNITracker Adapter
General Settings
Translations
Omnitracker Connector
Fields to map
SAP Adapter Step
General Settings
Translations
SAP Connector
SD45 Adapter Step
General Settings
Translations
SD Connector
Fields to map
Set Custom Ticket nr
Set Variable Value
General Settings
Translations
Variable Settings
Sign documents via DocuSign
SM7 Adapter Step
General Settings
Translations
SM7 Connector
Stop Step
General Settings
Translations
Update Ticket
Wait Step
General Settings
Translations
Escalation Email
Escalation Actor Settings
Step Actions
Wait Step
Wait step Types
Wait for external value
Wait until a fixed date
Wait prev. entered
Wait lookupfield
Wait relative
Wait date variable
Wait ext value webservice
Wait Ticket Field
Wait Variable Value
Messages - SM7
Messages - SD
Webservice Call
Set Up
XCBL Connector
Logging
DataStore
Overview
DataStore: Existing Parameters
Parameter : Properties
Filtered Manual Parameter
Filtered SM7 Parameter
Filtered SD4.5 Parameter
Filtered Person Parameter
External Query
Filtered Parameters
Datastore Cache
Parameter : Fields
Parameter : Entries
Parameter : Import
Automated import
Parameter : Export
Importing an XML file
datastore update from ticket
Get Data from Datastore in a process
WebStore
WebStore Introduction
WebStore Settings
WebStore : General Settings
WebStore : Left Menu
WebStore : Useful Links
Edit Shops
Edit Shops Introduction
Add New Shop
Shops : General Settings : Overview of Tabs
Shops : General Settings Tab
Shops : Initial Form
Shops : Product Categories
Shops Edit Product Category
Shops : Services Vendors
Shops : Order Types
Shops : Edit Order Type
Shops : Check Out
Shops : Matrices
Product x Country // Price
Main Product x Options
Countries x Vendors
Countries x Vendors // Freight
Product x Role // standard
Product x Country // standard
Product x Role // Rental Period
Product x Country // Rental Period
Shops : Change Log
Shops : Products : Overview of Tabs
Shops : Search products
Shops : Product Details
Shops : Product Pricing
Shops : Product Form
Shops : Linked Products
Reservations
Reservations: General Settings
General Settings: General Settings
General Settings: Key date Reasons
General Settings: Room Layouts
ReservationsCenter_Countries
ReservationsCenter_Locations
ReservationsCenter_Locations_GeneralSettings
ReservationsCenter_Locations_Buildings
ReservationsCenter_Locations_KeyDates
ReservationsCenter_Locations_Resources
ReservationsCenter_Loc_Resour_Edit
ReservationsCenter_Locations_Resources_Add
ReservationsCenter_Locations_Resources_Delete
ReservationsCenter_Loc_Doc
Reservations: Meeting Rooms
Meeting Rooms: search
Meeting Rooms: Add
Meeting Rooms: Delete
Reservations: Export
Reservations: Process Settings
ReservationsCenter_UserSettings
Service Catalog
Service Catalog Settings
Service Catalog Tree
Creating a New Element: Node
Access Rights Node
Creating a New Element: Content page
Related Documents
Related Links
Related Request Forms
Access Rights
Edit element: Node
Edit Node: General settings
Edit Node: Translations
Edit Node: Access Rights
Edit element: Content page
Edit Content Page: General Settings
Edit Content Page: Translations
Edit Content Page: Related Documents
Edit Content Page: Related Links
Edit Content Page: Related Request Forms
Edit Content Page: Access Rights
KM_Reference to Knowledge Management in a Form
Tasks
Overview
Scheduler
Define Tasks
Tasks : General Settings
Tasks : Schedule
Tasks : Last Run Results
Task Monitoring
Auto Forms
Auto forms : General Settings
Auto forms : Schedule
Auto forms : Last Run Results
Adapters
LDAP
HP Service Manager 7
HP OpenView ServiceDesk
Data Store
User Data
Kerberos
Webservice
Webservice Add entry
Webservice Update Entry
Persons & Accounts
Overview
Managing Persons
Person Settings
Account Settings
Out of Office
Delegates
Favorites
Roles
Access Rights Overview
Groups
Disabling an user account
Roles
Managing Roles
Adding/Editing Roles
Role: General Settings
Role: Access Rights
Access Rights for Categories, Topics and Forms
Access Rights for Views
Access Rights for auto-forms
Access Rights for persons groups
Access Rights for Processes
Access Rights for Admin Panel
Access Rights for datastore parameters
Access Rights for shops
Access Rights for eCar
Role: List of Users
Deleting Roles
Managing RoleSets
RoleSet: General Settings
RoleSet: List of Roles
Groups
Managing Groups
Groups : General Settings
Groups : List of Members
Groups : Roles
Groups Access Rights
Views
Overview
Views Admin Page
Views : General Settings
View type: Internal
View type: Datastore
View type: Database query
View type: Tickets
View fields
View field details
View fields overview
Manual XML definition
Example View 2
Example View
Mail Templates
How to create Email Templates?
Standard Templates
Mail templates : Action Step
Mail templates : Notification Step
Mail templates : Approval Step
Mail templates : Message
Mail templates : Request additional information
Mail templates : Request additional information answer
Custom Templates
Edit Custom Template
Dynamic attachments
Layouts
Layouts Overview
Layouts General Settings
Mail Queue
Reporting
Reporting : Basic Reporting
Reporting : Webstore Reporting
Reporting : Item Reporting
Reporting : Excel Reporting
External Apps
External Apps : Admin Page
External Apps : General Settings
External Apps : Fields
My Items
My Items Overview
My Items Settings
Search Items
Search by business unit
Search by Person / item type
Service Groups
Edit Service Group
Services
Edit Service
Vendors
Edit Vendor
Item Types
General Settings
Import from Internal
Import from SQL Server
Import from Oracle
Import from Excel
Adaptors
Edit Adaptor
Scheduled Imports
Edit Scheduled Import
Export Items
Import Items
Translations
Translation : How to edit
Bulk Uploads
Bulk Uploads : How it works
Help Page
How it works
Translations
Documents
Goto
Goto - Add new
Submit Requests
Save as Draft
Save as Template
Ticketing
Introduction
General Settings
Ticketing My Activities
Ticketing Views
Ticketing Views Sorting
Ticketing Views Modify Columns
Ticketing Search
Ticketing Favorites
Ticketing Ticket Details
Ticketing Tasks
External integrations
Setting the external reference number
Ticketing Access rights
Search
Overview
Search for Requests
Search for previous tickets
Advanced Search
Search Export
My Profile
Overview
Out of Office
Delegates
My Favorites
My Groups
Actions
Inbound email
Features
General settings
Mail Server configuration
From address rules
Starting a new ticket from email
Reporting Dashboard
Overview
Create Dashboard homepage
Chart types
Table configuration
Line chart configuration
Gauges configuration
Lines with status lights configuration
Repositioning and Default Layout
Access rights configuration
Minutes Of Meeting
Overview
MOM Creation
Attendees
Settings
Agenda Items
Add Note (minutes)
Create Task
Emails
Gallery, Links and Preparations
MOM Updates
Procurement
Procurement Overview
Create Dossier
Authorisation
Suppliers
Documents
General Items
My Supplier
My Contracts
Operational Maintenance
Managing tickets
Resume process steps
Clear Tickets
GetFormInstanceValues
Solving Issues
Form definitions
New form not visible for users
Process definitions
Address book doesn't exist
IIS issues
XML Sizing
End User Interface
Delegate can't be found
Labels missing for some users
Error message when ordering column in view
Opening .msg uploaded files
Access & Security
Person unable to login
Restart Services
Managing SSP 7
Backup policy
Backup Restore instructions
Reset SSP numbering
SSL Encryption
Log Files
Change location of attachments
Regular monitoring
Stylesheet updates
Stylesheet files
Remove Legend
Persons and Accounts
Person synchronization
Adapters
HP Service Manager Adapter
Overview
Fields
SAP Adapter
Functional capabilities
Configuration
Adapter Settings
Data Store
Parameter configuration
Entries
Fields
Views
View definition
Process Steps
Customize SAP Adapter
Modify Fields
Technology
HP Service Desk Adapter
Detail page Fields
Configuring attachments
Mapping Field Names
OmniTracker Adapter
Web Services
Overview
Add
Headers And Fields
DocuSign
Introduction
General Settings
Signing Documents
Release Notes
Release 6.4
Release 6.5
Bug Fixes
Changes
Log with process details
Watchdog task monitor
Small Changes
Paging and filter options in Admin
Search enhancements
Export Groups and Members
Templates
Custom e-mail templates
Simplified Adapter field settings
OMNITracker Adapter
Copy fields in Forms
Deligated Action Holder in view
Additional Date field conditions
Extra roles for group members
Upgrade Manual - Dutch
Release Notes 71
Release Notes 713
Release Notes 728
Bug fixes
Form Changes
Calling KM from within a form
NCalc extension
Extend sections
Calling generic webservice from Form
Changes MyItems
My Items Dashboard
Item search results
More visibility to the end user
My Items view
Change Workflow
Workflow ticket print
Ticket search
Search Results
Search results quick search
Re-using an external linked form
Using previously used fields in external forms
Changes Shop
Scrubbed file in same location
Improve import / export
Changes Other
Menu items
Reservation center
Dashboard
View on dashboard using hidden fields
SSP scheduler
Automated reporting
User doesn't receive e-mail when "no-email" is selected in his profile
Cockpit Enhancements
Release Notes 729
Changes
Forms
Sub-form Editing from Field view
Draft Default Dates
Shareable Templates
Processes
Process Email Templates
All Active Steps in Process Information
Admin pages
Datastore Overview Last Edited
Default Sort Columns
HPSM add activities
User View Hide Column
Breadcrumbs and subtitles enhacements
User Rights New Access Overview
Add user to role from role editing
Access Rights Overview
Show desciption of groups
Bug fixes
KM HTML corrections
KM Navigation
Release Notes 7210
Bug fixes
Changes
Forms
Using variables
Helptext
nCalc
Workflow
Messages
Export ticket search results
Workflow execution path
Workflow progress
External connector retries
Person import
Error messaging
Sub-processes
Layout workflow admin
Other
Email layouts
SAML Implementation
Approve – Decline views
SM9 generic webservice
My Items dashboard changes
Edit shop – Edit link
Dashboard
Release Notes 7211
Forms
Help text
Workflow
Wait steps
Other
Log file
User attributes
SAML Implementation
Incident Ticketing
Release Notes 7214
Forms
Skip Review Page
File upload
Form import – export
NCalc fix
Decimal character in subforms
Shop
Data language
Layout
Select other user
Workflow
NCALC- Variable special characters
Ticket search change
Person extra fields
Other
Dashboard views error
Webservice import/export
Datastore export enhancements
Paging security
Release Notes 73
Forms
Changes
Dynamic Labels
Bugfixes
Form Focus
Form Popup
Workflow
Bugfixes
Group usage in People to be informed
Group usage in refresh members
Other
Changes
Advanced view filtering
Dashboard drag and drop
Bugfixes
Archiving
My Preferences
SMTX Ticketing Module
Introduction
Process ticket
Ticketing user interface
Ticket Assignment
Ticket details
My activities
Views
Custom fields
Release Notes 732
Forms
Changes
Bugfixes
Workflow
Changes
Bugfixes
Other
Changes
Bugfixes
Release Notes 741
Forms
Workflow
Ticketing
Other
Release Notes 743
Forms
Workflow
Ticketing
Other
Release Nots 750
Forms
Workflow
Ticketing
Other
Release Notes 751
Workflow
Other
Release Notes 752
Workflow
Ticketing
Other
Release Notes 753
Common
Forms
Workflow
Ticketing
Other
Release Notes 754
Common
Forms
Workflow
Ticketing
Other
Release Notes 755
Common
Workflow
Ticketing
Other
Release Notes 756
Common
Forms
Workflow
Ticketing
Other
Release Notes 757
Common
Workflow
Ticketing
Other
Release Notes 758
Common
Workflow
Ticketing
Content Management Module
Webstore
Release Notes 759
Forms
Workflow
Ticketing
Release Notes 7510
Common
Forms
Workflow
Content Management Module
Mobile App
Mobile App Setup
Architecture
Mobile Component Installation
Mobile App installation
Mobile Component Setup
App first use
Main Menu
To do
Approval Details
Messages
My tickets
Ticket details
New request
Help
Settings
Release Manager
Introduction
Prerequisites
Export - Create Release
Build Release
Import Release
Import Overviews

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