Administration Guide

About this Administration Guide

Version 2023

This guide contains the initial configuration of Alloy Navigator Express—a comprehensive and budget-friendly Service Desk and Asset Management solution for Small and Medium Business. 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	Administer Alloy Navigator Express Activating Alloy Navigator Alloy Navigator Express Logs Exporting and importing Alloy Navigator Express 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 Support Hours	Customize Alloy Navigator Express Setting Up the Dashboard 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 Understanding Workflow Items Quick Workflow Configuration Customizing Workflow Actions Customizing Workflow Defaults Configuring Workflow Templates Customizing E-mail Notifications Customizing Push Notifications Configuring Business Policies for Tickets and Requests Configuring Integrations 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 Customizing Workflow Items that the SSP Uses to Display and Create Objects Customizing the SSP's home page Customizing the appearance of SSP pages Customizing views for SSP customers Embedding Custom JavaScript to the Self Service Portal
Workflow: Management Disabling or Enabling Workflow Items Accessing Workflow Items by ID	Mobile App Configuring views and forms for the Mobile App Customizing the Ticket Creation Form
Set Up Services Automation Server Configuring Alloy Inventory Scanner Configuring views and forms for the Mobile App Integration with Active Directory and Other Directory Services Processing Incoming E-mail Scheduling Reports

About this Administration Guide

Administer Users and Security

Administer Alloy Navigator Express

Workflow: Pre-Configuration

Customize Alloy Navigator Express

Workflow: Configuration

Self Service Portal

Workflow: Management

Mobile App

Set Up Services

Products

Resources

Company