AD - Populating Issuetrak entity records

Information

In order for Organization, Department and Location values to be mapped/matched to AD values, those entities must be created in Issuetrak first. This can only be performed by someone with the “Can access and maintain Administration functions” permission or the “Sys Admin” parameter.


Steps

1

Navigate to Administration > Organizations > Add.

2

Enter a name for the organization in the field provided.

3

Select “Internal Only” if you want to restrict members of this organization with “Can view issues submitted by other users” permissions from viewing other organizations’ issues.

4

Define any additional details related to the organization.

5

Click Save to save the new record.

The message “Organization successfully added” will appear when the record has been saved. Repeat these steps for each entity which should be represented as an organization within Issuetrak.

Members with the “Sys Admin” parameter and/or “Can access and maintain Administration functions” or “Allowed Read Only access to Administration information” permissions will not be restricted from viewing issues outside of an “Internal” organization.

Issuetrak Departments are generally used to represent functional units within a particular organization. Locations normally represent a geographic distinction. These features are optional but must be activated before values can be created for use with AD. To activate Departments and/or Locations:

1

Click on the Gear icon , then navigate to Features in the left hand submenu.

2

Click on Use Departments.

3

Select the Limit value, depending on whether internal departments need to limit to the submitter’s value, or the assignee’s value.

4

Click on Use Locations.

5

Modify the Location names if needed.

6

Create labels for the three optional fields.

7

Click Update to save these values.

The message “Parameters successfully updated” will appear when the settings have been updated.

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Once Departments and Locations are activated, the values will need to be populated. Please note that there are default values already populated. You can edit or delete these if they are not relevant for your application. To populate Departments:

1

Navigate to Administration > Departments > Add.

2

Enter a name for the department in the field provided.

3

Select “Internal Only” if you want to restrict members of this organization with “Can view issues submitted by other users” permissions from viewing other departments’ issues.

4

Click Save to save the new record.

To populate Locations:

1

Navigate to Administration > Locations > Add.

2

Enter an ID value for the location in the field provided.

3

Enter a name for the location in the field provided

4

Define any additional details related to the location.

5

Click Save to save the new record.

Should you need assistance with this task or need to better understand the entities within Issuetrak and how they would work within your environment, please contact our Support Team at 757-213-1351, support@Issuetrak.com or https://support.Issuetrak.com.


Applies To:

Issuetrak 9.9+