Welcome to Systems Manager

Comprehensive, easy-to-use, and affordable, Systems Manager gives you the robust functionality of enterprise systems management capabilities without the time-and-resource-consuming expense. This solution, based on patented technology, is packaged into scalable and modular components, which provide the flexibility to choose the capabilities you need.

Video: Systems Management Solutions Introduction (4:05)

 

Systems Manager consists of the following tabs:

Systems Manager uses a design comprised of the following three components:

Systems Manager Header

The Systems Manager header displays the tabs for the services to which your company has subscribed, as well as the Systems Manager toolbar:

The following buttons display on the Systems Manager header toolbar:

Click here to review a list of common Systems Manager buttons.

General Preferences

The General Preferences page allows you to set your preferences in Systems Manager. The following tabs provide access to these preferences:

General

The General tab allows you to set the following preferences for Systems Manager:

Follow these steps to set your general Systems Manager preferences:

  1. Click the options button Options Button in the Systems Manager header to display the General Preferences page.
    The General tab displays by default.
  2. Select the option to keep your current start page.
    —OR—
    Select the option to change to your most recently visited page.
    Note: To change to a different page, visit that page and click the options button Options Button there.
    Video: Default Start Page (0:57)
  3. From the Default Ticket Tab drop-down list, select the tab to display by default when you view Help Desk tickets.
    Note: The Approvals, Change History, and Incident tabs display only for existing tickets. If you select one of these tabs as your default, the Asset tab displays by default on the Create Ticket page.
  4. From the Time Zone drop-down list, select your time zone.
  5. From the Maximum Page Size drop-down list, select the number of report lines that you want to appear in your browser.
  6. Click Save to update your preferences.
  7. Click Finished to return to the last page or report you viewed.

Security

The Security tab allows you to change your Systems Manager password.

Follow these steps to change your password:

  1. Click the options button Options Button in the Systems Manager header to display the General Preferences page.
  2. Click the Security tab.
  3. Enter your current password.
    Note: The password must be at least six characters.
  4. Enter a new password.
  5. Enter your new password again to confirm.
  6. Click Save to update your Systems Manager password and return to the General tab.
    —OR—
    Click Finished to update your Systems Manager password and return to the last page or report you viewed.

Notifications

The Notifications tab allows you to configure the type of Help Desk e-mail and pager notifications you receive from Systems Manager.

Follow these steps to configure your Help Desk notifications:

  1. Click the options button Options Button in the Systems Manager header to display the General Preferences page.
  2. Click the Notifications tab.
  3. In the Managing Notification Preferences section, select the Custom option to enable the Specialist Notification Rules section.
  4. In the Specialist Notification Rules section, select all, some, or none of the conditions to trigger your e-mail and pager notification messages.
    Note: Click the search button to search for categories.
  5. Click Save to update your preferences and return to the General tab.
    —OR—
    Click Finished to save your changes and return to the last page or report viewed.

Note: If you specify a pager e-mail when setting up a specialist account, it appears as an option for notifications.

Searching for Categories

Follow these steps to complete the Search for Category dialog box:

  1. From the Category (level 1) list, select the primary category.
  2. If a selected category has subcategories, you can select those at subsequent levels.
    Categories become more specific as the level increases.
  3. After you finish selecting categories, click Close to close the Search for Category dialog box and return to the Notifications tab.

Note: To de-select a category in any list that contains categories, select Select a Category.

Editing Categories

Follow these steps to change a category:

  1. Click the edit button Edit Button to display the Search for Category dialog box.
  2. Follow the steps in Searching for Categories.

Deleting Categories

To remove a category, click the delete button Delete Button next to the category you want to remove.

Rights

The Rights tab allows you to view your rights for Systems Manager.

Follow these steps to view your rights:

  1. Click the options button Options Button in the Systems Manager header to display the General Preferences page.
  2. Click the Rights tab to view all of your rights.