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Using the Admin Panel

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The Admin panel provides a web-based interface to manage all the configurations for deployment and maintenance of SSP 7.  It includes tools for security and account management,  server and adapter configurations, data store administration, and form and process building.   Successful deployment of SSP 7 will require the understanding how to best utilize its functional capabilities in alignment with IT and business requirements.

 

The Self Service Portal Admin panel is available to all Self Service Portal administrator accounts.  Self Service Portal administrators will have an additional option "Admin"  in the navigation bar.  To access the Admin panel content select the option 'Admin'.  Depending on the level of Admin access, some Admin accounts may show the page "Access Denied" for specific Admin options. In that case, go to roles and edit the security settings.

 

 
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SSP 7 includes several different elements to manage settings and features:

 

General Settings: Provides email platform settings, LDAP configuration and Topic selection options, .
 
Dashboard: The Dashboard is the Self Service Portal homepage that includes  informational text,  views, and links to Categories and Topics . The Dashboard admin page allows you to modify the content of the homepage, rearrange the panel layout, edit titles and update the main message text.
 
Categories: Categories are the main sections in which Topics and Forms are grouped.  A list of available categories is displayed when opening a new request.  The Category admin page allows you to add, remove or modify Categories and Category details.
 
Topics: Topics are organized within categories and contain Forms and Form related content such as  informational texts, documents or links.  Topics allow administrators the ability to provide relevant information to users regarding services and available forms for submitting requests.  All Topic content can be managed in the Topic admin page.
 
Processes: SSP 7 provides a workflow engine that automates scripted processes used in request fulfillment.  Each request form can contain one or more defined Process.  The Process admin page allows you to create new or modify existing processes for request forms.
 
DataStore: The DataStore is the central data provider for SSP 7.  It is used to provide content data for Forms and Processes such as list of countries or approvers.  The DataStore contains it's own content management system for managing both stored as in addition to external data source links.
 
Reservations: Organize the meeting rooms.
Tasks: Manage your scheduled tasks. Scheduled tasks run on a set interval, as defined here. Typical applications are the scheduled imports to My Items and sending of reminder emails.
Service Catalog: Create and maintain the Service Catalog.
Adapters: Adapters are utilized to integrate SSP 7 with other applications.  The Adapter admin pages allows you to specify the connection & communication settings to all external systems and platforms.
 
Persons & Accounts: Access to SSP 7 is defined by named user accounts and roles to specify  access to functions and tasks. The Person & Accounts admin page  provides access to user account settings and to assign persons to roles. Groups can also be managed here, allowing you to set a Group of approvers, or define granular ticket access rights.
Roles: The Roles admin page  provides access to create and manage roles and role sets. A Role provide elevated or admin rights to various parts of SSP.
 
Views: Views are created to display lists of request based on defined criteria's. Views can be created for requests that required pending approvals or  more information input.  Views can be created and modified in the Views admin page.
 
Mail Templates - Queue: This is the central point to edit standard emails, that use used in all processes, like Notification emails. The Queue-link allows you to resend Emails from the Workflow manually.

 

Reporting: Basic and advanced reporting on the usage and tickets of SSP. Using Reporting templates, you can run your custom reports.
External Apps: Definition of the output of external apps towards SSP 7.
My Items: Manage your Assets under this Topic. You can set the Vendors & Services, create Item Types, and perform Data Management actions.
Translations: Manage the translations of the SSP User interface. Any general element (like the navigation) can be translated using this function.
Bulk Uploads: Via Bulk Uploads you can update multiple tickets in one go, using uploaded Excel sheets.
Edit help page: Edit the page title, content and related documents for the help page.