Configure the general behavior of the Web Portal

In the Management Portal at Setup > General, configure the general behavior of the Web Portal.

Configuration

Field

Explanation and Tips

Web Portal URL

Specify the URL to the Web Portal.

  • If you use the Windows Client in your environment, the URL in this field overrules the URL that you specified on the Windows Client. If you clear this field, the URL on the Windows Client is leading.

Guided Tour / Help

Specify the URL to the guided tour in the Web Portal. A default document is available that provides users with information and tips about the functionality of the Web Portal. You can also make a custom document available for this purpose.

  • Click the edit button in the Guided Tour/Help field to provide the URL to a custom document.
    • The Web Portal reverts to the default guided tour if you provide an invalid URL.
    • You can't mix HTTP and HTTPS.
  • Users can also access the guided tour in the Web Portal by clicking the Help link, which is shown below the Requests section.
  • The default guided tour is available in all supported languages.
  • Select Pop up at login to show the guided tour each time a user signs in to the Web Portal. However, the user can overrule this: If the user selects Do not show help next time I login in the guided tour, the Web Portal starts up with the regular view at the next sign-in.
    • Clear the option to hide the guided tour when a user signs in. Users can still access it if they click the Help link.

People Identifier

Specify the identifier for user authentication.

  • If you specify Primary e-mail address as people identifier, users can sign in to the Web Portal with their User Principal Name (UPN). This is the user name in an e-mail address-like format. When users sign in, the UPN is matched to their primary e-mail address. If there is no match, the UPN is matched to a user account in Active Directory.

Identity Broker Claim

Map the specified people identifier to an Identity Broker claim. In Ivanti Identity Director environments that use Identity Broker authentication, this allows the Identity Broker to authenticate people in your Ivanti Identity Director environment, by matching the claim with a valid people identifier value. This provides a seamless sign in experience to your end users by allowing them to sign in with a custom identifier (e.g. UPN).

  • When you configure Identity Broker authentication in your environment, you need to map the people identifier that is used for user authentication to a valid Identity Broker claim. Valid claims are for example preWin2000 for the identifier Windows user account and upn for the identifier Primary e-mail address. If you do not map this people identifier to a valid Identity Broker claim, authentication will fail.
  • The Identity Broker Claim field defaults to preWin2000. This means that if you use Identity Broker authentication, but leave the field empty, the Identity Broker will first try to match a preWin2000 account to the specified people identifier.
  • You can configure others claims in the Identity Broker.

See the Getting Started with the Identity Broker for further information on installation and configuration of the Identity Broker. This document is available at http://success.res.com > Downloads.

Catalog Services Password

Specify the password for the Catalog Services.

  • If you change the Catalog Services password, you also need to specify the new password in the settings of EACH Windows Client.
  • In the Days grace period field, optionally specify a grace period in which connection to the Catalog Services with the old password is still possible. This leaves you some time to update the Windows Clients.
    • You can specify a grace period of 1-365 days. Specify "0" to apply the new password immediately.
    • If you specified a grace period at an earlier stage, this field also shows when the grace period ends or, if it has expired, when this happened.

Web Portal Service Request

Specify the default behavior of service labels in the Web Portal. You can override this behavior for each individual service in its delivery trigger.

  • Select Add to cart to allow users to add services to a shopping cart and order them at once, instead of one at a time.
  • Select Install to show services with a label Install. This is useful for services that are aimed at providing software.
  • Select Request to show services with a label Request. This is the default value.

Service Rating

Specify the default rating behavior for services. Service rating allows users to provide feedback to the IT staff and to other users about their experience.

  • Select Disabled to disable rating for all services. If you select this option, you can't enable rating for individual services.
  • Select Disable by default to disable service rating by default. You can enable rating for individual services.
  • Select Enable by default to enable service rating by default. You can disable rating for individual services.

Users can rate services by giving a star rating between 1 and 5.

  • In My Store, each service shows the average rating. This average rating is also shown in the service details.
  • Users can rate the service on the Ratings tab of the service page by clicking the stars. This also shows rating by other users.

Workflow Detail

Specify the detail level in the Requests page of the Web Portal when people track the status of a service. This allows you to show additional information for the actions: Approve Transaction, Confirm Transaction, Invoke Run Book, Perform Tasks, Postpone Transaction and Provide Information.

  • Select Status only to show only the status of the service.
  • Select Workflow step to show the default friendly name of the workflow action.
  • Select Full details to show the friendly name of the workflow action and the actor name or postponed date.

Delivery Time

Specify the default value for showing the average delivery time for services. This allows users to find out how long it usually takes to receive a service. You can select different time spans:

  • Select Hide to hide the average delivery time.
  • Select Show 3-month average to show the average time of the deliveries in the past 3 months.
  • Select Show 6-month average to show the average time of the deliveries in the past 6 months.
  • Select Show 12-month average to show the average time of the deliveries in the past 12 months.
  • Select Show all-time average to show the average time of all recorded deliveries since the last reset.

Web Portal Sorting

Specify the default value for the sorting view in the Web Portal.

  • You can set the following views:
    • Select Name (a-z) to show all available services in alphabetical order. This is the default value.
    • Name (z-a)
    • Category
    • Rating
    • Status
  • The default value is overwritten if the user changes the view.

Delegation

Specify if users in the Web Portal are allowed to delegate tasks that require user input to someone else. This is useful if users are unable to take action, for example because they are absent from work or otherwise unavailable. If they delegate tasks to another user, service transactions can still be completed. If you enable the delegation functionality, the profile page of each user in the Web Portal contains delegation settings. This allows each individual user to decide whether to actually use delegation. And if so, whom to delegate tasks to and during which time-frame (if any).

  • Users can delegate the following tasks:
    • Provide Information
    • Perform Tasks
    • Approve Transaction
    • Send Message
  • You can set the following:
    • Select Disabled to disable the delegation functionality. Users can't delegate tasks for any service. This is the default value.
    • Select Disabled by default to disable the delegation functionality by default for all services. You can enable delegation for individual services.
    • Select Enabled by default to enable the delegation functionality by default for all services. You can disable delegation for individual services.
See also

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