Reference: Admin Settings in Cireson Portal

The Admin Settings page now contains multiple sections for each corresponding portal settings. These sections can be navigated through the menu links located at the right side panel of the page as highlighted on the image below.

General Settings

This is Admin Settings landing page which contains the portal version, the management pack version, Platform Cache details and the Add-Ins version.

License Settings

This page contains all information about the portal license. In this page, users can:

• Set to automatically refresh license. Select the "Automatically Refresh License Keys" check box and click on Save button to let the system update your license keys.
• Manually add license key. Deselect the "Automatically Refresh License Keys" check box and retrieve your license keys manually from Cireson’s licensing server and enter them in the appropriate license boxes.
• Manually refresh licenses. Click on the Refresh Licenses button at the page’s bottom drawer section.

Details about how to License the Cireson Portal can be found here: KB1180 - User Guide: Cireson Licensing for the Cireson Portal and Cireson Console Apps

Email Settings

SMTP Details

In this section you can enter in your SMTP details to enable the portal sending emails for Action Log Mentions and the Send Email task

Details on configuring the SMTP Settings for the Portal can be found here: KB2437 - How to: Configure SMTP Details for Email Settings

Send Email Task

Enabling the Send Email task allows Analysts to use the Send Email task on the right hand panel in Work Items.

Action Log Mentions Notification

The Action Log Mentions Notifications allows for users (End Users or Analysts) to use the @ symbol when writing an Action Log comment to be able to ping another user and notify them of a comment. 

Turning this feature on requires either the "Enable @ mention Functionality" or the "Enable End User @ Mention Functionality" check boxes on and adding a group in the filter or turning the group filter off

Details on configuring @ mentions can be found here: KB2405 - User Guide: Configuring the @mentions Notification for Action Log

Work Item Settings

This page contains all settings related to work items. In this page, users can:

• Set the Work Item Grid Refresh interval - Work Item Tables in the Cireson Portal will be refreshed at this value
• Restrict Create Work Item drawer access to specific AD Group.

• New Feature (v10.5+): WorkItem Action Log Comment Auto Save (Requires the Auto Sve Action Log Comments Feature enabled in the Features settings)

Details on configuring Work Item Settings can be found here: KB1120 - User Guide: Work Item, Activity and Group Settings in Cireson Portal

Activity Settings

This page contains all settings related to activities.

In this page, users can:

• Restrict manual activity task access to specific AD Group
  
• Restrict review activity task access to specific AD Group
• Toggle Activity Completion Settings for Review Activities and Manual Activities
• Provide Default Templates for adding new Activities to Work Items

Details on configuring Activity Settings can be found here: KB1120 - User Guide: Work Item, Activity and Group Settings in Cireson Portal

Group Settings

This page contains all settings related to active directory groups.

In this page, users can:

• Assign forms to specific AD Groups
• Assign team request view to specific AD Groups

Details on configuring Group Settings can be found here: KB1120 - User Guide: Work Item, Activity and Group Settings in Cireson Portal

Data Retention Settings

This page contains the analytics data retention settings. 

Details on Cireson Analytics Data Retention settings can be found here: KB1360 - How To: Cireson Analytics

Data Source Settings

This page allows the user to add, and manage Dashboard Data Sources

Details on configuring Data Source settings can be found here: KB1358 - How To: Set Dashboard Data Source Settings

Dashboard Query Settings

This page allows the user to add and manage custom dashboard query settings.

Details on configuring Dashboard Query Settings can be found here: KB1358 - How To: Set Dashboard Data Source Settings 

Header and Footer Scripts Settings

This page allows the user to add and manage custom header and footer scripts.

Details on configuring Header and footer scripts can be found here: KB1356 - How To: Add Header and Footer Scripts

Integration Settings

This page allows users to configure trackback sessions for use in Remote Support.

Details on configuring Trackback Sessions within Remote Support can be found here: KB2447 - How To: Integrating Remote Support and Cireson Service Manager Portal or KB2534 - User Guide: Trackback Sessions - Connecting Remote Support with Cireson Service Manager Portal

Note: Trackback sessions (Cireson Portal Integration) requires Remote Support version 5.8.0 or higher

Dynamic Data

Dynamic Data is a run time compiled cache that builds your Platform Cache models based on the data structure of your SCSM database environment.  This compilation is limited to Service Manger managed types and custom managed types.  Using the Dynamic Data setting you can customize what manage types get cached in the Platform Cache.

Details on configuring Dynamic Data can be found here: KB2451 - User Guide: Dynamic Data

Configuration

Troubleshooting

Global Search Settings

This page allows users to configure and manage what information is displayed when using the Global Search feature

Details on how to configure Global Search can be found here: KB2581 - Reference: Global Search in Service Manager Portal

Features

This page allows users to turn on and off new features added to the portal.

Details on turning on and off features can be found here: KB2452 - Reference: Feature Sets

Self Service Portal Settings

This page allows users to manage Create on Behalf of settings for Incidents, Service Requests and Change Request Request Offerings

In this page, users can:

• Enable the "Create on Behalf of" option per Work Item Type
• Display the "Create on Behalf of" option to a certain AD Group

Product Metrics

In this page you can opt in or out of allowing Cireson to gather non-identifiable data to help improve the Cireson Portal

Details on Product Metrics can be found here: KB2538 - FAQ: Product Metrics and Privacy

Setting Items

In this page, users can make a wide variety of changes to their configuration of the Cireson Portal. Almost all settings are available on this page

Details of configuring these settings can be found here: KB1327 - User Guide: Overview of Setting Items options

Teams Integration Settings

In this page users can configure the integration for the Cireson Portal to work within Microsoft Teams

Details on configuring Teams Integration within the Cireson Portal can be found here: KB2597 - Installation Guide: SupportBot & Teams Presence Setup