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Table of Contents
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Glossary
End User
Dashboard
Dashboard Settings
Tasks
Reports
About Reports
Summary Reports
About Report Writer
Saved Searches
All Others
Change Password
Submitting Issues
Searching Issues
Logging into Issuetrak
Issue Hub
My Settings
Administrator
API
About the Issuetrak RESTful API
API System Requirements
Installing the API (Issuetrak 11.0+)
API - Encrypting ConnectionStrings
API Authorization Overview
API - Swagger Overview
API - Troubleshooting Swagger
API Samples Overview
API Operations
API Operation Conventions
API Operations for APIMETADATA
API Operations for Attachments
API Operations for Causes
API Operations for Classes
API Operations for Departments
API Operations for Issues
API Operations for IssueTypes
API Operations for IssueSubTypes
API Operations for IssueSubTypes2
API Operations for IssueSubTypes3
API Operations for IssueSubTypes4
API Operations for Locations
API Operations for MenuItems
API Operations for Notes
API Operations for Organizations
API Operations for Priorities
API Operations for Projects
API Operations for ServiceLevels
API Operations for ServiceLevelAgreements
API Operations for ServiceLevelSeverities
API Operations for ServiceLevelTerms
API Operations for Substatuses
API Operations for TimeZones
API Operations for Users
API Operations for User Types
API Operations for User-Defined Field Types
API - Elevating NLog
Business Rules
About Business Rules
About Business Rules
Auto Assignments
Escalation Rules
About Escalation Rules
About Issue De-Escalations
Substatus Rules
About Substatus Rules
Classes
About Classes
Custom Screens
About Custom Screens
Departments
About Departments
Embedded Images
About Embedded Images
Global Issues
About Global Issues
Submitting Multiple New Issues
Incoming Email
Incoming Email Overview
Activating Incoming Email
Managing IEM Mailboxes
Blocked Attachments
Email Tokens
Exclude Text
Keywords
Viewing the Incoming Email Log
Installation/Upgrade Documentation
Issuetrak Deployment Fundamentals
Issuetrak Release Notes
Issuetrak System Requirements
Introduction to the Issuetrak Deployment Utility (IDU)
Introduction to the Issuetrak Deployment Manager (IDM)
IDU Verb Documentation
How to Install Issuetrak Using the Issuetrak Deployment Utility (IDU)
How to Install Issuetrak Using the Issuetrak Deployment Manager (IDM)
How to Perform an Upgrade Using the Issuetrak Deployment Utility (IDU)
How to Perform an Upgrade Using the Issuetrak Deployment Manager (IDM)
Post-Deployment Configuration
Web and SQL Server Migration
SQL Server Migration
Web Server Migration
Product Documentation
Getting Started in Issuetrak
Using the Password Migration Tool for Upgrades to Issuetrak 10.3
Network Protocols and Ports for Issuetrak
Issue Auditing
About Issue Auditing
Issue Types and Subtypes
About Issue Types and Subtypes
Locations and Regions
About Locations and Regions
Priorities
About Priorities
Quick Picks
About Quick Picks
Recurring Issues
About Recurring Issues
System
The System Menu
System Settings
Admin Auditing
About Admin Auditing
Exporting Admin Audits
Interpreting Admin Auditing Logs
Searching Admin Audits
The System Settings Submenu
System Defaults
Site Appearance
Mobile Settings
Menu Options
Password Policies
Security
Activating Rich Text
Issue Hub Administration
Features
About the Features Screen
About the Features Screen
Active Directory Module
About the Active Directory Module
Activating AD within Issuetrak
Configuring the Active Directory Module
Migrating to AD Federation Services
Importing Users from Active Directory
Preparing to use the Active Directory Module
Granting permissions to Agents
About Active Directory Federation Services (AD FS)
Rolling back to AD from AD Federation Services
AD - Setting up additional attributes (Optional)
How to Configure Active Directory Single Sign On
Preparing AD Federation Services for use with Issuetrak
Asset Management Module
About the Asset Management Module
Adding New Software
Adding an Asset
About Asset Items
Asset Availability
Asset Management - Attachments
Asset Management - Clone
Assets and Issues
Asset Reports
Asset Tables
Creating a Separate Website for ScanPC Audits
Deleting an Asset
How to Create a TrakPC Login Script or Batch File
Configuring TrakPC/TrakMac/ScanPC for Single Sign-On
Merging Duplicate Assets
How to Use TrakMac
How to specify the frequency for TrakPC
Editing an Asset
Linking Assets
Maintaining Drive Information
Maintaining Software Information
Reporting with TrakPC
About ScanPC
Searching Assets
Software Licensing Reports
Software Management
Software Purchases
Software Titles
TrakPC Audit
Viewing Audits
Billing Module
About the Billing Module
Calendar
About the Calendar
Chat
Creating Issues from Chat Transcripts
How to Enable Chat in Issuetrak
How to add a Chat Agent
Issuetrak Chat - Enable Emailing Transcripts
Projects
About Projects
Knowledge Base
About the Knowledge Base
Service Level Agreements
About Service Level Agreements
Managing Service Agreements
Managing Service Levels
Managing Service Terms
Managing Severities
Surveys Module
About the Surveys Module
Adding Surveys
Deploying Surveys
Designing Surveys
Exporting Survey Data
Managing Surveys
Previewing Surveys
Sending a Survey Automatically
Survey Filters
Survey Options
Outgoing Email
Email Settings
Email Notifications
Outgoing Email in the Issuetrak Cloud
Sending Email Notifications via SMS
Optional Fields
About Optional Fields
About Optional Fields
Causes
About Causes
Configuration Items
About Configuration Items
Solutions
About Solutions
Special Function Table
About the Special Function Table
Substatuses
About Substatuses
User Defined Fields (UDFs)
About User Defined Fields
Mass Updates
Tasks
About Tasks
Managing Task Groups
Users, Groups, and Organizations
How to Reset a Password
Users
About Users
Attachments within User Profiles
User Templates
User Permissions
Self-Help Password Reset
Groups
About Groups
About Round Robin
How to Use Round Robin
Organizations
About Organizations
Service Contracts
Dashboard
About the Dashboard
Reports
Setting Report Writer Defaults
Scheduled Reports
How does Issuetrak define Report Permissions?
User Administrator
Making Use of the User Administrator
User Administrator Feature
General
Standard Issuetrak Webform
Security in Issuetrak
Webforms Requirements
Cloud Vanity URL Overview
Issuetrak Webforms Change Log
Configuring Services and Scheduled Tasks
Webform Limitations
Test Site Creation
How to create custom links within SalesForce to display a list of issues from Issuetrak
How to Integrate Power BI with Issuetrak
How to Embed Video
Troubleshooting
Full PDF Download
Home
Administrator
System
System Settings
Admin Auditing
(4)
About Admin Auditing
()
Exporting Admin Audits
()
Interpreting Admin Auditing Logs
()
Searching Admin Audits
()
The System Settings Submenu
(8)
System Defaults
()
Site Appearance
()
Mobile Settings
()
Menu Options
()
Password Policies
()
Security
()
Activating Rich Text
()
Issue Hub Administration
()
Features
(66)
About the Features Screen
(1)
Active Directory Module
(12)
Asset Management Module
(30)
Billing Module
(1)
Calendar
(1)
Chat
(4)
Projects
(1)
Knowledge Base
(1)
Service Level Agreements
(5)
Surveys Module
(10)
Outgoing Email
(4)
Email Settings
()
Email Notifications
()
Outgoing Email in the Issuetrak Cloud
()
Sending Email Notifications via SMS
()
Optional Fields
(6)
About Optional Fields
(1)
Causes
(1)
Configuration Items
(1)
Solutions
(1)
Special Function Table
(1)
Substatuses
(1)
User Defined Fields (UDFs)
(1)
About User Defined Fields
()