Administration Guide

About this Administration Guide

Version 2024.2

This guide contains the initial configuration of Alloy Navigator Enterprise—an ITIL-based IT Service Management and IT Asset Management solution designed and built with industry best practicess. The document includes detailed walkthroughs on how to perform the initial setup of each module and an explanation of the most common operation and customization tasks.

Administer Users and Security Creating and Maintaining Security Roles Creating and Maintaining Technician Accounts Configuring User Synchronization Managing user sessions Setting password complexity Enabling LDAP Authentication Managing Data Segments	Administer Alloy Navigator Activating Alloy Navigator Administrative Dashboard Alloy Navigator Logs Exporting and importing Alloy Navigator configuration Enabling Automatic Upgrade Importing data
Workflow: Pre-Configuration Workflow Pre-Configuration Checklist Creating and Maintaining Security Roles Configuring and Controlling Outgoing Notifications Setting Up Lookup Lists Configuring Macros Field Customization Setting Up Work Calendars	Customize Alloy Navigator Setting Up Dashboards Setting Up Shared Views Managing Shared Snippets Configuring Object Identifiers Full-Text Search Customizing Style Sheets Customizing Preview Pane content Embedding Custom JavaScript to the Web App
Workflow: Configuration Understanding Workflow Items Understanding Workflow Components Quick Workflow Configuration Creating Interactive Actions Creating Service Actions Creating Triggers Controlling the Action Bar Options	Self Service Portal User Authentication Types for the Self Service Portal Setting up LDAP Authentication for SSP Setting Up Self-Registration Configuring User Synchronization Creating and Maintaining SSP Customer Accounts Defining Workflow for the Self Service Portal Customizing your SSP homepage with pre-defined templates Customizing the appearance of SSP pages Customizing views for SSP customers Embedding Custom JavaScript to the Self Service Portal
Workflow: Management Grouping Workflow Items in Processes Disabling or Enabling Workflow Items Searching in Workflow Accessing Workflow Items or Components by ID	Mobile Apps Configuring views and forms for the Mobile App Alloy Self-Service mobile app Configuring Alloy Inventory Scanner
Set Up Services Automation Server Processing Incoming E-mail Integration with Active Directory and Other Directory Services Processing Incoming E-mail Scheduling Reports Archiving unused Service Desk data

About this Administration Guide

Administer Users and Security

Administer Alloy Navigator

Workflow: Pre-Configuration

Customize Alloy Navigator

Workflow: Configuration

Self Service Portal

Workflow: Management

Mobile Apps

Set Up Services

Products

Resources

Company