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Preferences Fields

General Settings
Avoid Popups

Opens new forms in the main browser window whenever possible, reducing the number of popups.

Note: If this option is selected, the Back to List button is activated and is used to navigate from detail forms back to the previously displayed list window. The Back to List button appears in the upper right-hand side of the window.

Display Score Count

Displays the score count as left-justified.

Keep Log Reader Window

Keeps the Log Reader window open when you close all popups, and when you log off. This setting has no effect when the Log Reader window is not open.

Preserve Popup Size

Causes new popup windows to open with the same dimensions as the most recently resized popup window. The popup size that is preserved is dependent on the window size used by that type of popup (Large, Medium, Small, or Xsmall). For example, if you resize a Large popup, such as a Request detail page, the new size is preserved for all Large popups. If you resize a Medium popup, such as an activity log page, the new size is preserved for all Medium popups.

Note: If you maximize a popup window, subsequent popup windows may cover any other window you have open. However, new popup windows appear slightly off the screen, to the right and lower. This is because there is a 10 pixel (left and top) offset for popups to prevent them from completely overlaying the currently displayed window. We recommended that you do not maximize popup windows when using this option.

Mouseover Menus

Causes a menu to display when the mouse pointer is over the menu's link, without clicking the mouse button. You must reload any active forms for this setting to take effect on the page.

Using Screen Reader

Modifies system behavior for optimal use with a screen reader for blind and limited vision users. You must log off and log back on for this change to take effect. From the Help menu, select Screen Reader Usage for an overview of using CA SDM with a screen reader.

Use Default Role

Uses the default role assigned to a Contact or a Contact's Access Type as the initial role when the Contact logs in.

Disable Mouseover Previews

Select this check box if you do not want to see preview forms pop up automatically.

Note: Mouse-over previews are disabled automatically when either Using Screen Reader or Mouseover Menus is enabled.

Support Automation Analyst UI Localization

English is the default language.

Knowledge Search Document Settings
Search Type

Select either Keyword Search or Natural Language Search.

Match Type

Select the default method to use for text matching during a search. Possible values are Any of the Words (OR), All of the Words (AND), and Exact Phrase.

Important! Match Type and Match preferences only set the default search criteria when you search in Knowledge Management. For example, you log in as an analyst and click the Knowledge tab of any ticket. Knowledge searches from within a ticket always default to Match Type=Any of the words (OR) and Match=Whole Words, regardless of your preference settings.

Match

Select the default method by which CA SDM searches documents, either Whole Words or Words Beginning With.

Order By

Select the default property for sorting retrieved documents.

Search In

Select the document fields where you want to search for specified keywords. These options only display when Keyword Search is the selected search type.

Knowledge Document List Settings
Documents Per Page

The number of documents (10, 25, or 50) that the product that display on each page of the Knowledge Document List pane.

Show Document List Details

If selected, the Knowledge Document List pane on the Knowledge tab includes the following detailed information:

Title

Summary

Document ID

Modify Date

If not, only the document title displays.

Knowledge Categories Document List Settings
Documents Per Page

The number of documents (10, 25, or 50) that the product that display on each page of the Knowledge Document List pane.

Attributes to be shown in list

Select the properties to be listed for each document in the Knowledge Document List pane. Select the desired attributes from the Available list and click the arrows to move them to the Selected list.