Personalization Operations

IvantiPersonalization Operations is an Ivanti Environment Manager utility that provides management of Personalization data via a web console.

Depending on the user role assigned, users can manage backups and current settings for either single users or multiple users at a time. They can also search for and delete audit logs, and view the migration status of Personalization Groups.

Upgrade information
If you are upgrading from an older version of Personalization Operations, please note the following:
Some updates to the software affect HTML files which may have an extended cache expiry time. To force a full refresh following upgrade, users are advised to refresh your browser's cache. From the Personalization Operations console 2020.1, press Ctrl + F5.

Note that a summary of changes for each software release are included in the Environment Manager Release Notes and What's New page of the online Help.

Installation and Access

Personalization Operations is installed with the Personalization Server and configured in the Server Configuration Portal (SCP). Once the administrator has configured the Personalization Server instance, the SCP displays the URLs where users can access the Personalization Operations web console.

By default, the URL is:

http://<server name>:<port number>
where <server name> is the full qualified domain name of the Personalization Server, and the default port is 7771.
For more information, see Personalization Operations in the User Workspace Manager help.

After configuration, the administrator must authorize users to access Personalization Operations. The administrator who is installing and configuring Environment Manager and the Personalization Server has full administrator rights to add users to Personalization Operations and assign roles and Personalization Groups to them.

Once they have configured user roles, the administrator can inform users of the URL where they can access the web console.

Usually, users need to provide their standard Windows network credentials when they log in to Personalization Operations for the first time.


Task Support Desk Administrator Master Administrator
Manage backups:      
for single users
for multiple users
Manage current settings:      
for single users
for multiple users
View audit logs:      
for user's own events
for self-service events for all Personalization groups to which the user is assigned
for all events by Support Desk users
for all events for Personalization groups to which the user is assigned as an Administrator
for all events across all other Personalization groups
View the migration status report
Use the task manager:
to modify user's own tasks
to modify other users' tasks
Add and manage user roles

Home Page Actions

When you log in to Personalization Operations, the Home page displays. The features available on the Home page depend on your role.

Home (Support Desk)

In the Home page, Support Desk users can do the following:

Home (Administrator)

Administrators and Master Administrators can perform all the tasks that Support Desk users can. In addition, they can access the multi-user tasks section on the Home page. In the panel, administrators can do the following:

Home (Master Administrator)

Master Administrators can also access the User Roles page where they can manage users, user groups, and user roles.

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