• CA Service Desk Manager
  • Legal Notices
  • CA Technologies Product References
  • Contact CA Technologies
  • Self-Service Home Page
    • Use Self-Service
    • How to Request Live Assistance
      • Chat with an Analyst
      • Join the Assistance Session from an Email Notification
      • Join the Assistance Session from the Home Page
      • View or Modify your Support Automation Security Settings
    • View Contact Information and Hours of Operation
    • Search for a Solution
      • View Solutions List
      • My Bookmarks
      • Submit Knowledge
    • View Top Solutions
    • View Knowledge Documents
      • Knowledge Document Fields
      • Use Advanced Search Criteria
    • Search for Knowledge Documents
      • Use Advanced Search Criteria
    • Request Support
    • Look Up My Issues
    • Work with Issues
      • Create an Issue
        • View Knowledge Suggestions
      • Issue Fields
      • Search for an Issue
      • View or Edit an Issue
      • Add Comments to an Issue
      • Close or Reopen an Issue
    • Customer Service
    • Look Up My Tickets
    • Work with Incidents or Requests
      • Create an Incident or Request
        • View Knowledge Suggestions
      • Incident Fields
      • Request Fields
      • Search for an Incident or Request
      • View or Edit an Incident or Request
      • Create an Attachment
      • Add Comments to an Incident or Request
      • Close or Reopen an Incident or Request
    • Work with Change Orders
      • Create a Change Order
      • Change Order Fields
      • Search for a Change Order
      • View or Edit a Change Order
      • Add Comments to a Change Order
      • Close or Reopen a Change Order
    • View Announcements
  • Navigate CA Service Desk Manager
    • Screen Reader Usage
      • Accessible Navigation
    • Use the Scoreboard
      • Customize the Scoreboard
    • View Announcements
    • Create an Announcement
      • Announcement Fields
    • Switch Roles
    • Use the Service Desk Tab
    • Use the Knowledge Tab
    • Use the Administration Tab
    • Use the Change Calendar Tab
    • Use the Reports Tab
    • Use the Support Automation Tab
    • Power User Tips
    • Search for Items
      • Search Using "Go" Resources
      • Use Search-As-You-Type
    • Use the Menus
      • Use the Menus on the Service Desk Tab
      • Use the Menus on the Knowledge Tab
      • Use the Menus on the Administration Tab
      • Use the Menus on the Change Calendar
      • Use the Menus on the Support Automation Tab
    • Sort Columns and Items in Lists
    • Mouse-Over Previews
      • Disable Mouse-Over Previews
    • Use Nested Tabs
    • Export List Results to Excel
    • Set Preferences
      • Preferences Fields
    • Refresh the Display
    • View the Log Reader
    • Use the Date Helper
    • Spell Check Text Entry Fields
    • View Notification History
      • Notification Search Fields
      • List All Recipients of a Manual Notification
    • View the Stakeholders Notify List
      • Contact Search Fields
    • View Response Time Statistics
    • Use the Quick Profile
      • Search for a Contact in the Quick Profile
        • Quick Profile Search Fields
      • Edit a Contact in the Quick Profile
      • Create a Quick Close Ticket
      • View Recent Activity for a Contact in the Quick Profile
        • Issue History for a Contact
        • Incident History for a Contact
        • Problem History for a Contact
        • Request History for a Contact
        • Change Order History for a Contact
      • Quick Profile Contact Information
      • Quick Profile Scratchpad
  • Define Business Structure
    • Contacts
      • Create a Contact
        • Create a Contact from the File Menu
          • Contact Fields
          • Contact Tabs
        • Create a Contact Using Data From LDAP
        • Create a Contact Using the Quick Profile
      • Search Contacts
        • Contact Search Fields
      • Edit Contacts
        • Edit Contacts Using LDAP
        • Associate a Contact to a Special Handling Type
      • View Contact Events
        • View the Event History for a Contact
    • Groups
      • Create a Group
        • Group Fields
        • Group Tabs
    • Sites
      • Create a Site
    • Locations
      • Create a Location
        • Location Fields
      • Edit Locations
      • Configure Auto Assignment by Location
    • Organizations
      • Create an Organization
      • Search Organizations
        • Organization Search Fields
      • Edit Organizations
      • Set Up an Organization's Environment
  • Live Assistance
    • Support Automation Analyst Interface
    • How to Configure Live Assistance
      • Launch Live Assistance
      • Configure the Communication Settings
      • View the Support Automation Analyst Interface
    • How to Create an Assistance Session
      • Invite the End User to a Session from a Ticket
        • Create an Assistance Session from a Ticket Example
      • Invite the End User from the On Hold Users Pane
      • Invite the End User from the Queues View
      • Support Automation Chat
    • How to Manage Queues
      • View the Assistance Session Queue
      • View the Active Sessions
    • View the End-User Profile
    • View the Active Sessions
    • View Session Alerts
    • How to Provide Live Assistance to End Users
      • Initiate a Chat with the End User
        • Support Automation Chat
      • Execute an Automated Task
      • Browse the End-User File System
      • Transfer Files with the End User
      • Modify the End-User Registry
      • Capture a Screenshot
      • Impersonate the End User
      • Control the End-User Computer Remotely
      • Run a Program on the End-User Computer
      • Restart or Shutdown the End-User Computer
      • View the Session Log
    • Support Automation Events
    • Join Existing Assistance Session
    • Invite Another Analyst to the Assistance Session
    • Transfer the Assistance Session to Another Analyst
    • Create a Ticket from the Support Automation Analyst Interface
    • Associate an Assistance Session with an Existing Ticket
    • Support Automation Analyst Interface Accessibility
  • Incidents
    • Create an Incident
      • Create an Incident from the File Menu
        • Incident Fields
        • Incident Tabs
      • Create an Incident Using a Template
      • Create an Incident Using Quick Profile
        • Contact Search Fields
    • View Incidents
    • Search Incidents
      • Incident Search Fields
    • Edit an Incident
      • Edit from the Incident List
      • Specify Service Outages
      • Track Incidents
    • Incident Properties
    • Process CA Workflow Workitems
    • Process CA Process Automation Workflow Items
      • Launch CA Process Automation
    • Add Activities to an Incident
      • Update Status
      • Callback
      • Research
      • Log Comment
      • Solution
      • Transfer
      • Escalate
      • Provide a Reason for Escalating the Ticket
      • Manual Notify
        • Manual Notify Fields
        • Send a Manual Notification to a Temporary Email Address
      • Attach to Existing Change Order
        • Detach Change Order
      • Activities Fields
    • Personalized Responses
      • Create Personalized Response
      • Edit a Personalized Response
      • Search Personalized Responses
      • Add a Personalized Response to an Incident
    • View Incident Events
      • View the Event History for an Incident
      • View the Event Delay History
    • Incident Attachments
      • Attach a Document to an Incident
      • Attach a URL to an Incident
      • Edit Attachment Details
    • Attach a Service Type Event
      • Delay or Resume a Service Type Event
    • Edit Service Targets
      • View Ticket Counters and Timers for Service Targets
      • View Service Target Status
    • Create Parent/Child Relationship
      • Close All Children
    • Use Knowledge to Resolve an Incident
      • Submit Knowledge
    • Create an Incident Template
      • Create a Template from a New Incident
      • Create a Template from an Existing Incident
    • Event Logs
  • Problems
    • Create a Problem
      • Create a Problem from the File Menu
        • Problem Fields
        • Problem Tabs
      • Create a Problem Using a Template
      • Create a Problem Using Quick Profile
        • Contact Search Fields
      • Create a Problem from an Incident
        • Attach an Incident to a Problem
    • View Problems
    • Search Problems
      • Problem Search Fields
    • Edit a Problem
      • Edit from the Problem List
    • Problem Properties
    • Process CA Workflow Workitems
    • Process CA Process Automation Workflow Items
      • Launch CA Process Automation
    • Add Activities to a Problem
      • Update Status
      • Callback
      • Research
      • Log Comment
      • Solution
      • Transfer
      • Escalate
      • Provide a Reason for Escalating the Ticket
      • Manual Notify
        • Manual Notify Fields
      • Attach to Existing Change Order
        • Detach Change Order
      • Activities Fields
    • Personalized Responses
      • Add a Personalized Response to a Problem
    • View Problem Events
      • View the Event History for a Problem
      • View the Event Delay History
    • Problem Attachments
      • Attach a Document to a Problem
      • Attach a URL to a Problem
      • Edit Attachment Details
    • Attach a Service Type Event
      • Delay or Resume a Service Type Event
    • Edit Service Targets
    • Create Parent/Child Relationship
      • Close All Children
    • Use Knowledge to Resolve a Problem
      • Submit Knowledge
    • Create a Problem Template
      • Create a Template from a New Problem
      • Create a Template from an Existing Problem
  • Requests
    • Create a Request
      • Create a Request from the File Menu
        • Request Fields
        • Request Tabs
      • Create a Request Using a Template
      • Create a Request Using Quick Profile
        • Contact Search Fields
    • View Requests
    • Search Requests
      • Request Search Fields
    • Edit a Request
      • Edit from the Request List
    • Request Properties
    • Process CA Workflow Workitems
    • Process CA Process Automation Workflow Items
    • Add Activities to a Request
      • Update Status
      • Callback
      • Research
      • Log Comment
      • Solution
      • Transfer
      • Escalate
      • Manual Notify
        • Manual Notify Fields
      • Attach to Existing Change Order
        • Detach Change Order
      • Activities Fields
    • Personalized Responses
      • Add a Personalized Response to a Request
    • View Request Events
      • View the Event History
      • View the Event Delay History
    • Request Attachments
      • Attach a Document to a Request
      • Attach a URL to a Request
      • Edit Attachment Details
    • Attach a Service Type Event
      • Delay or Resume a Service Type Event
    • Edit Service Targets
    • Create a Parent/Child Relationship
      • Close All Children
    • Use Knowledge to Resolve a Request
      • Submit Knowledge
    • Create a Request Template
      • Create a Template from a New Request
      • Create a Template from an Existing Request
  • Change Orders
    • Change Management
      • Change Management Components
      • Configuration Audit and Control Facility
        • How to Define Policies for Change Verification
          • Example: Change Specification in the Pending Verification Status
          • Example: Change Specification in the Verified Status
          • Example: Change Specification in the Set After Change Verified Status
          • Example: Accept the Planned Value
          • Example: Accept the Discovered Value
          • Example: Manage Changes from an Unauthorized MDR
          • Verify a CI Attribute Value Update Manually
            • Create a Managed Attribute Definition
            • Review the Managed Change States in Your Environment
            • Create a Verification Policy for the Managed Attribute
            • Review the Change Specifications List
            • Accept the Planned Value
        • How to Archive and Purge Audit Data
      • View the Change Calendar
      • Change Manager Responsibilities
        • How the Change Manager Role Works
      • CAB Responsibilities
        • How the CAB Process Works
        • Assign CAB Groups
      • Change Order Scoreboard
      • Conflict Analysis and Collision Detection
        • How to Resolve Scheduling Collisions
        • Show Scheduling Conflicts
        • List Change Orders by Conflict Status
        • Edit a Change Order With Conflicts
        • Search Change Orders with Conflicts
        • Search Conflicts
        • Detect and Investigate Conflicts
        • Update Conflict Status Details
        • Define Conflict Logging
        • Report Change Order Conflicts
        • Update the Change Scheduler
      • Workflow Visualization
        • Associate a CA Workflow Process with a Change Category
      • CAB Console and Reporting
        • Work with the CAB Console
          • CAB Status Update Methods
          • Approve or Reject Change Orders
          • Approve or Reject CA Workflow Tasks
          • List CAB CA Workflow Workitems
          • Refresh CAB Statuses
        • Change Management Reporting
      • Risk Evaluation
        • Create a Risk Survey
          • Add Risk Survey Question
          • Add a Risk Survey Answer
          • View Risk Ranges
            • Update Risk Range
        • Submit Risk Survey
        • Associate Risk Survey with a Change Category
        • View a Risk Survey
          • View Risk Survey Questions
          • View Risk Survey Answers
      • Impact Explorer
        • Launch Impact Explorer
        • Explore Attached CIs
        • View a CI in Impact Explorer
        • Add a Related CI to a Change Order
        • Display the CI Descendants List
        • Launch CMDB Visualizer from Impact Explorer
    • Create a Change Order
      • Create a Change Order from the File Menu
        • Change Order Fields
        • Change Order Tabs
      • Create a Change Order Using a Template
      • Create a Change Order Using Quick Profile
        • Contact Search Fields
      • Create a Change Order from an Incident, Problem, or Request
      • Create a Change Order from the Calendar
    • View Change Orders
    • View Global Change Order Queue List
    • Search Change Orders
      • Change Order Search Fields
    • Edit a Change Order
      • Edit from the Change Order List
    • Change Order Properties
    • Add Activities to a Change Order
      • Update Status
      • Update Risk
      • Callback
      • Research
      • Log Comment
      • Transfer
      • Escalate
      • Manual Notify
        • Manual Notify Fields
      • Update the Change Scheduler
        • Add Schedule Information to a Change Order
      • Activities Fields
    • Personalized Responses
      • Add a Personalized Response to a Change Order
    • View Change Order Events
      • View the Event History for a Change Order
      • View the Event Delay History
    • Change Order Workflows
      • Process CA Workflow Workitems
        • Add Workflow Tasks
          • Insert Workflow Task Fields
        • Update a Workflow Task
          • Update Workflow Task Fields
        • View a CA Workflow Process
      • Process CA Process Automation Workflow Items
        • View CA Process Automation Workflow Tasks
    • Change Order Configuration Items
    • Change Calendar
      • View the Change Calendar
        • Change Calendar Search Fields
        • Create a Change Order from the Calendar
      • Schedule Views
        • Navigating the Schedule Views
          • Calender View Hotkeys
      • Using the Change Calendar
      • Export Schedules to iCalendar
    • How to Schedule Change Orders
      • View or Update a Change Schedule
      • Update the Change Scheduler
      • View Change Windows
      • Create Change Windows
      • View Associated CIs
      • Associate a CI with a Maintenance Window
    • Create a Parent/Child Relationship
      • Close All Children
    • Change Order Attachments
      • Attach a Document to a Change Order
      • Attach a URL to a Change Order
      • Edit Attachment Details
    • Attach a Service Type Event
      • Delay or Resume a Service Type Event
    • Edit Service Targets
    • Attach Incidents to a Change Order
    • Attach Problems to a Change Order
    • Attach Requests to a Change Order
    • Accumulate Costs and Time to a Change Order
    • Expedite a Change Order
    • Use Knowledge to Resolve a Change Order
      • Submit Knowledge
    • Create a Change Order Template
      • Create a Template from a New Change Order
      • Create a Template from an Existing Change Order
  • Issues
    • Create an Issue
      • Create an Issue from the File Menu
        • Issue Fields
        • Issue Tabs
      • Create an Issue Using a Template
      • Create an Issue Using Quick Profile
        • Contact Search Fields
    • View Issues
    • Search Issues
      • Issue Search Fields
    • Edit an Issue
      • Edit from the Issue List
    • Issue Properties
    • Add Activities to an Issue
      • Update Status
      • Callback
      • Research
      • Log Comment
      • Solution
      • Transfer
      • Escalate
      • Manual Notify
        • Manual Notify Fields
      • Activities Fields
    • Personalized Responses
      • Add a Personalized Response to an Issue
    • Issue Events
      • View the Event History
      • View the Event Delay History for an Issue
    • Issue Workflows
      • Process CA Workflow Workitems
        • Add Workflow Tasks
        • Update a Workflow Task
      • Process CA Process Automation Workflow Items
    • Issue Configuration Items
    • Use Knowledge to Resolve an Issue
      • Submit Knowledge
    • Create Parent/Child Relationship
      • Close All Children
    • Issue Attachments
      • Attach a Document to an Issue
      • Attach a URL to an Issue
      • Edit Attachment Details
    • Attach a Service Type Event
      • Delay or Resume a Service Type Event
    • Edit Service Targets
    • Accumulate Costs and Time to an Issue
    • Expedite an Issue
    • Define Custom Fields for an Issue
    • Document an Issue Resolution
    • Create an Issue Template
      • Create a Template from a New Issue
      • Create a Template from an Existing Issue
  • Configuration Items
    • Search Configuration Items
      • Configuration Item Search Fields
    • Create a Configuration Item
      • Configuration Item Fields
      • Configuration Item Tabs
    • Edit a Configuration Item
    • View Tenants Affected by a CI
    • Copy a Configuration Item
    • View Configuration Item Events
      • View the Event History for a Configuration Item
    • Inventory Information
      • Inventory Fields
    • View History
      • Add Configuration Item Log
      • Search Configuration Item Logs
    • Service Information
      • Service Fields
    • Create a CI Relationship
      • View a CI Relationship
    • Define Contact Information
    • Location Information
    • Define Organization Information
    • View Related Tickets
    • View Service Contracts
    • View Associated Change Windows
    • View CI Activities
  • CA CMDB Management
    • Contact, Location, and Organization CIs
      • Create a CI from a Base Object
      • Select a Base Object for a CI
      • Edit CI Details for a Base Object
      • Edit CI Attributes for a Base Object
      • Create a Base Object CI Using GRLoader
      • Contact (base object)
      • Location (base object)
      • Organization (base object)
    • CI Relationships
      • CI Relationship Types
        • Create a Relationship Type
      • CMDB Relationships
        • Create a CI Relationship
        • View Relationships for a CI
        • Inactivate a CI Relationship
        • Reactivate a CI Relationship
        • Inactivate CI Relationships (Edit in List)
        • Inactivate a CI Relationship Using GRLoader
        • Reactivate a CI Relationship Using GRLoader
        • CI Relationship History and Comparison
      • CI Relationship
        • Reverse
        • Provider To Dependent Label
        • Dependent To Provider Label
        • Peer-to-Peer?
    • Versioning
      • Uses of Versioning
      • CI Versioning and Future State
      • Shared Asset and CI Audit Trail Records
      • Versioning Terminology
        • States
        • Versions
        • Snapshots
        • Categories
        • Milestones
        • Standard CIs
      • Sources of Versioning Data
      • CA SDM Change Management Integration
      • CA APM Integration
        • CA APM Integration Capabilities
      • CI Versioning Management
        • Show Log
          • Log Filtering
          • View Configuration Item History
          • Print a CI Log
          • CSV Export Support
          • Integrated CA SDM and CA APM Logs
          • MDR Launch-in-Context and Source Identification
          • Attribute Names
          • Logging Custom Families and Attributes
        • Create a Milestone
        • Create a Standard CI
        • Assign a Standard CI to a CI
        • Assign a Standard CI to a CI Using GRLoader
        • Use the Basic View
        • Use the Advanced View
        • View Snapshot Details
        • View the State of a CI on a Specific Date (Basic View)
        • View the State of a CI on a Specific Date (Advanced View)
        • Launch the MDR That Set an Attribute
        • Print a Snapshot
        • Print a CI Milestone
        • Export Data
        • CI Family Changes and Snapshots
        • Compare Snapshots (Basic View)
        • Compare Snapshots (Advanced View)
        • CA SDM Change Management
    • View CI Attributes in Other CA Products
    • How to View a Federated CI
  • Knowledge Documents
    • View Inbox or Group Inbox
      • Search for Documents
        • Document Search Fields
      • Edit Documents
    • View Unindexed Documents
    • View Unassigned Documents
    • View Automated Policies
      • Search for Automated Policies
        • Policy Search Fields
      • Edit Automated Policies
    • View Follow-Up Comments
      • Search for Comments
        • Comment Search Fields
  • Knowledge Management
    • The Knowledge Management Interface
      • My Bookmarks
      • New Documents
      • My Recent Documents
      • My Recent Searches
    • Key Features
    • Add the Search Source
    • Search the Knowledge Solutions Using Federated Search
    • View the Search Source Detail Page
    • Search for Knowledge Using Advanced Criteria
      • Knowledge Advanced Search Fields
    • Work with Knowledge Categories
    • Work with Knowledge Documents
      • Knowledge Document Overview
      • Define Document Preferences
      • View Document List
        • Filter the Document List
        • View Knowledge Documents
        • Create and Edit Documents
      • Create Knowledge Documents
        • Knowledge Document Fields
        • Find Similar Tab
      • Edit Knowledge Documents
        • Maintain Attributes
        • Maintain Permissions
        • View Related Knowledge and Document Links
        • Attach a File
        • Add Comments
        • Add Notifications
        • View the Knowledge History
          • Event Details
        • View Document Versions
        • Find Similar
      • Copy Knowledge Documents
      • Publish Knowledge Documents
      • Create Rework Versions
      • Save Versions
      • Rollback to a Previous Version
      • Email Documents
      • Retire a Knowledge Document
      • Unretire Knowledge Documents
      • Knowledge Documents Schedule
        • Knowledge Schedule Filter
        • Knowledge Schedule Views
    • Work with Knowledge Tree Documents
      • Create Knowledge Tree Documents
    • Work with Forums
      • Create a New Forum
        • Content Tab
        • Attributes Tab
        • Attachments Tab
        • Notifications Tab
        • History Tab
      • Create a Forum from a Knowledge Category
      • Create a Forum from a Knowledge Document
      • Create a Forum from a Ticket
      • Edit a Forum
      • Search Forums
        • Advanced Search
      • View a Forum
        • View Forum as a User
        • Reply to a Forum
        • Change a Forum Status
        • Subscribe to a Forum
        • Update Forum Status
        • View the Forum Detail Page
      • Convert Forum to Knowledge Document
    • Use the Workflow Process
      • Create the Document
      • Modify the Document
      • Publish the Document
      • Create a Rework-Draft Version
      • Save a Draft Version
      • Rollback to a Previous Version
      • Preview Documents
      • View Inbox or Group Inbox
    • Use the HTML Editor
      • View the HTML Editor
        • Edit menu
        • Format menu
        • Insert menu
        • Table menu
      • Insert a Horizontal Rule
      • Insert a Link to a Document
      • Insert a Link to a New Ticket
      • Insert a Link to a URL
      • Insert a Link to Create a Change Order
      • Insert a New Line
      • Insert Action Content
      • Insert an Image
        • Image Fields
      • Insert an Image from the Image Library
    • Use the Tree Designer
      • The Tree Designer Interface
        • The Tree Menu
        • The Node Actions Menu
        • The Edit Menu
        • The Options Menu
        • The View Menu
        • The Window Menu
        • The Help Menu
        • The Tree Pane Shortcut Menu
        • Tree Designer Components
          • Tree Description (HTML)
          • Query Text (HTML) Pane
          • Results of Error Check Pane
          • Conclusion Text (HTML) Pane
          • The Prompt Window
          • The Tree Designer Toolbar
          • Tree Pane
      • How to Use the Tree Designer
        • Create a New Knowledge Tree Document
        • Open an Existing Knowledge Tree Document
        • Add a Conclusion Node
        • Add a Jump Node
        • Add a Query Node
        • Add the Tree Description
        • Add the Displayed Text for a Node
        • Add the Response Text for a Node
        • Check a Knowledge Tree for Errors
        • Copy and Paste a Node and Its Subnodes
        • Copy and Paste a Single Node
        • Cut and Paste a Node and its Subnodes
        • Create a Knowledge Tree Document
        • Delete a Node and Its Subnodes
        • Exit the Tree Designer
        • Link a Jump Node
        • Paste a Node and Its Subnodes
        • Preview the Node Design
        • Save a Knowledge Tree
        • Set Tree Designer Options
    • Knowledge Report Card
      • Define Knowledge Report Card Statistics
      • Filter Results in the Knowledge Report Card
  • Generate Reports
    • CA Business Intelligence Reports
      • Reporting Scenarios
      • Display Web-Based Reports in InfoView
      • Feature and Sample Reports
      • Role-Based Reports
        • Display a Report from the Reports List
        • Work with Report Data
          • Drill Down Reports
          • Print Reports
      • Key Performance Indicators
      • Web-Based Reports
        • Business Objects InfoView Interface
        • Access BusinessObjects Universe User's Guide
        • View a Report
        • View a Report History
        • Access Your Personal Folders or Inbox
        • Search for a Report
        • Schedule a Report
      • Dashboard Reports
        • View Dashboards and Reports in InfoView
      • Ad Hoc Reports
        • Web Intelligence Interface
        • Before you Begin
          • Define Web Intelligence Options
          • Define Drill Options
          • Define Query Properties
          • Considerations for Creating a New Report
        • Create a Basic Report
          • Select the CA SDM Universe
          • Define Data Retrieved by Queries
          • Run Queries
          • View the SQL Generated by Queries
          • Edit Queries In Existing Reports
          • Save and Distribute Reports
          • Report Drill Analysis
    • Summary and Detail Reports
    • Analysis Reports
      • Generate Request or Issue Reports
      • Generate Request Area or Issue Category Reports
      • Generate Request Area Priority or Issue Category Priority
  • Administration
    • Archive and Purge
      • View the Archive and Purge History
        • Filter the Archive and Purge History List
      • Archive and Purge Rules
        • Define the Archive and Purge Path
        • Create an Archive and Purge Rule
          • Archive and Purge Rule Fields
        • Search the Archive and Purge Rule List
          • Archive and Purge Rule Search Fields
        • Edit an Archive and Purge Rule
        • Run the Archive and Purge Rule
    • Attachments Library
      • Attachments
        • Search Attachments
          • Attachment Search Fields
      • File Types
        • Create a File Type
        • Search File Types
        • Edit a File Type
      • Repositories
        • Create a Repository
          • Repository Fields
        • Edit a Repository
        • View a Repository
        • Delete a Repository
        • Create a Folder
          • Access Rights
        • Add a File to a Folder or Repository
    • CA CMDB Administration
      • Configuration Item Classes
      • Configuration Item Families
      • Configuration Item List
        • Configuration Item Search Fields
        • Discovered Assets
        • Configuration Item Detail
        • Change Verification Notification Messages
        • CA Business Service Insight Integration
      • Maintain Relationships
        • View CI Relationships
        • CI Relationship Types
        • Delete a CI Relationship from the Database
      • Configuration Audit
        • Managing CACF Incidents
        • Managing Change Orders
        • Managing Change Specifications
          • Create a Change Specification
          • Change Specification Considerations
          • Special Characters
          • Change Specification Statuses
          • Managing Failed Verifications
          • Managing Undiscoverable Attributes
          • Defining Bulk Changes
        • Verification Log
      • Configuration Control
        • Managed Attributes
          • Create a Managed Attribute
        • Managed Change States
          • Create a Managed Change State
        • Verification Policies
          • Create a Verification Policy
          • Change Verification
          • Verification Policy Selection
          • Verification Policy Prioritization by Sequence Number
          • Change Order Alignment
          • Example: Change Order Alignment Policies
          • Transaction Filter
          • CI Filter
          • Policy Actions
          • Verification Policy Filter Syntax
      • MDR Management
        • Manage Federated CI Mappings
        • View an MDR Location for a CI
        • Manage MDRs
        • Manage an MDR Definition
      • Reconciliation Management
        • Manage Ambiguous CI Transactions
          • View Ambiguous Transactions from the Administration Tab
          • View Ambiguous Transactions from the Scoreboard
          • Specify a Target CI for an Ambiguous CI Transaction
        • Manage Ambiguous CIs
          • View Ambiguous CIs from the Administration Tab
          • View Ambiguous CIs from the Scoreboard
          • Supersede Ambiguous CIs
        • Manage Superseded CIs
          • View Superseded CIs from the Administration Tab
          • View Superseded CIs from the Scoreboard
      • Transaction Work Area
        • Manage CI Transactions
        • Manage a CI Transaction
        • Manage Relationship Transactions
        • Manage a Relationship Transaction
      • CA CMDB Data Maintenance
        • CA CMDB Family/Class Structure
        • Change Family/Class of a Single CI
        • Change the Family/Class of a List of CIs
        • Change CI Family/Class Using GRLoader
    • Email Administration
      • Mailbox Rules
        • Create a Mailbox Rule
          • Mailbox Rule Fields
            • Artifacts Use Considerations
            • Pattern Matching in Mailbox Rules
            • Filter String Object Identifier Restrictions
            • Special Characters in Regular Expressions
          • Configure a Mailbox Rule
          • Use a Notification Phrase for Email Auto-Replies
          • List Mailbox Rules
        • Create a Mailbox
          • Mailbox Policy Fields
      • Mailboxes
        • Edit the Default Mailbox
    • Events and Macros
      • Events
        • Create an Event
          • Event Fields
          • Configuration Information Fields
        • Search Events
          • Event Search Fields
        • Edit an Event
      • Macro Types
        • Filter the Macro Types List
      • Macros
        • Create a Macro
          • Attach Event Macro
          • Execute Remote Reference Macro
          • Multiple Notification Macro
          • Site-Defined Condition Macro
          • Execute CA IT PAM Action Macro
          • Execute CA Workflow Action Macro
        • Search Macros
        • Edit a Macro
    • Knowledge Administration
      • Audience
      • Knowledge Management Configuration and Management Functions
      • Knowledge Management Roles and Functions
      • Action Content
        • View Action Content
        • Create Action Content (Action URL)
        • Create Action Content (Internal HTMPL)
        • Edit Action Content
        • Search for Action Content
      • Approval Process Manager
        • Define an Approval Process for Document Editing
        • Create an Approval Process Template
          • Add Alternate Assignees to a Task
          • Edit an Approval Process Template
          • Search for an Approval Process Template
        • Document Status Definitions
          • Create a Document Status
          • Search Document Statuses
          • Edit Document Status
      • Automated Policies
        • View Automated Policies
        • How to Set Up Automated Policies
        • Create an Automated Policy
        • Edit an Automated Policy
        • Schedule Automated Policies
        • View Document Lifecycle Policy Reports
      • Knowledge Document Control
        • Comment Types
          • View Comment Types
          • Create a Comment Type
          • Edit a Comment Type
          • Set Up a Follow-Up Comment Notification
        • Specify Document Settings
        • Document Templates
          • Create a Document Template
          • Edit a Document Template
          • List Document Templates
          • Filter the Document Template List
        • Export/Import
          • View Export/Import Templates
          • Search Export and Import Templates
          • Create an Export/Import Template
            • Show Export Fields
            • Show the Export Filter
            • Show Import Settings
          • Export Transactions
            • pdm_ket Utility—Knowledge Export Tool
          • Edit an Export/Import Template
          • Import Packages
          • Import Transactions
            • pdm_kit Utility—Knowledge Import Tool
        • Version Documents
          • How to Manage Document Versions
      • Knowledge Categories
        • Create a Knowledge Category
          • Category Fields
        • Modify a Category
        • Delete a Category
        • Move a Category
        • Copy a Category with Document Links
        • Copy a Category without Document Links
        • Manage Category Permissions
      • Knowledge Report Card
        • Define Knowledge Report Card Statistics
      • Search
        • Use the Knowledge Management Search
          • Noise Words, Synonyms, and Special Terms
          • Noise Words
            • Create Noise Words
            • Edit a Noise Word
            • View Noise Words
          • Special Terms
            • Create a Special Term
            • Edit a Special Term
            • View Special Terms
          • Synonyms
            • Create a Synonym
            • Edit a Synonym
            • View Synonyms
        • Define Parse Settings
          • Multi-Byte Character Set Search Limitations
        • Use the Knowledge Re-Index Utility
        • Recommended Documents
          • Create Recommended Documents
            • Condition Type Field
          • Edit a Recommended Document Condition
          • View Recommended Documents
          • Search Recommended Documents
        • Set Up Default Search Settings
      • CA SDM Integration Options
        • Define Field Mapping
        • Define Issue Search Configuration
        • Define Request/Incident/Problem Search Configuration
        • Knowledge Suggestions
          • Define Issue Categories
          • Define Request/Incident/Problem Areas
          • Configure Self-Service Policies
      • Solution Survey
        • Define FAQ Settings
        • Define Solution Survey Settings
      • Knowledge Management System Settings
        • Configure General Settings
    • Notifications
      • Create an Activity Association
        • Search for an Activity Association
        • Update an Activity Association
      • Create an Activity Notification
        • Search for an Activity Notification
        • Update an Activity Notification
        • Update Manual Activity Notification
        • Set Up an Activity Notification for Related Ticket Activities
        • Set Up a Related Ticket Activity Notification
      • Define Survey Notifications
      • Create Message Templates
        • Update a Message Template
        • Search for a Message Template
      • Create a Notification Method
        • Update a Notification Method
        • Search for a Notification Method
      • Create a Notification Phrase
        • Activate a Predefined Notification Phrase
        • Deactivate a Notification Phrase
        • Update a Notification Phrase
        • List Notification Phrases
        • Use a Notification Phrase in a Message Template
      • Create a Notification Rule
        • Update a Notification Rule
        • Search for a Notification Rule
        • Example: Notify the Current and Previous Assignees
        • Example: Notify the Primary Contact of a CI/Asset
      • Create New Object Contact Notification
        • Update an Object Contact Notification
        • Search for an Object Contact Notification
      • Edit Manual Notification Recipients
    • Options Manager
      • Install/Uninstall Options Manager Options
        • Install an Option
        • Uninstall an Option
        • Restart the CA SDM Servers in Conventional Configuration
        • Restart the CA SDM Servers in Advanced Availability Configuration
          • Promote the Standby Server as the New Background Server
          • Choose the Less Active Application Server
          • Stop the Other Application Server
        • Server Restart List
      • Options List Search
      • Archive and Purge Options
      • Asset Information Service Options
      • Audit Log Options
      • CA CMDB Options
      • CA Process Automation Workflow Options
      • CA Workflow Options
      • Change Order Mgr Options
      • Change-Issue Options
      • Email Options
      • General Options
      • Issue Mgr Options
      • Knowledge Options
      • KPI Options
      • LDAP Options
      • Multi-Tenancy Options
      • Notifications Options
      • Request Mgr Options
      • Request-Change Options
      • Request-Change-Issue Options
      • Search Engine Options
      • Security Options
      • Support Automation Options
      • Time-to-Violation Options
      • Ver Ctl Options
      • Web Options
      • Web Report Options
      • Web Service Options
    • Security and Role Management
      • Access Types
        • Create an Access Type
          • Access Type Fields
          • Configure Web Authentication for an Access Type
          • Assign Web Screen Painter Permissions to an Access Type
          • Assign Roles to an Access Type
        • Search Access Types
          • Access Type Search Fields
        • Edit an Access Type
        • Assign Access Type Using LDAP Groups
      • Contacts
        • Create a Contact
          • Contact Fields
          • Contact Tabs
            • Define Contact Notification Parameters
            • Assign a Contact to a Location
            • Assign a Contact to an Organization
            • Define a Contact's Environment
            • Enter Contact Remarks
            • Assign a Contact to a Group
            • Assign Roles to a Contact
            • Assign the Guest Access Type to a Contact
            • Associate a Service Contract with a Contact
        • Edit a Contact
        • Search Contacts
          • Contact Search Fields
      • Data Partitions
        • Create a Data Partition Constraint
          • Data Partition Constraints Fields
          • Constraint Definition
        • Edit a Data Partition Constraint
        • Search Data Partition Constraints
          • Data Partition Constraint Search Fields
        • Create a Data Partition
        • Edit a Data Partition
        • Search Data Partitions
        • View Data Partitions Controlled Tables
          • Data Partition Controlled Tables Search Fields
      • Groups
        • Create a Group
          • Group Tabs
            • Set Up Group Notification Parameters
            • Assign a Group to a Location
            • Assign a Group to an Organization
            • Set Up a Group's Environment
            • Group Remarks
            • Assign Members to a Group
            • Group Auto Assignments
        • Edit a Group
        • Search Groups
          • Group Search Fields
      • Role Management
        • Help Sets
          • Create a Help Set
            • Help Set Fields
            • Define Help Set Contents
          • Edit a Help Set
          • Search Help Sets
            • Help Set Search Fields
          • Copy a Help Set
        • Menu Bars
          • Create a Menu Bar
            • Menu Bar Fields
          • Edit a Menu Bar
          • Search Menu Bars
            • Menu Bar Search Fields
        • Menu Tree Resources
          • Create a Menu Tree Resource
          • Search Menu Tree Resources
          • Edit a Menu Tree Resource
        • Menu Trees
          • Create a Menu Tree
          • Customize a Menu Tree
          • Search Menu Trees
          • Edit a Menu Tree
          • Copy a Menu Tree
        • Role List
          • Create a Role
            • Role Fields
            • Assign an Access Level to a Role
            • Role Tabs
              • Define Role Authorization
                • Tenant Access
                  • Edit Tenant Access for a Role
              • Edit Functional Access Areas for a Role
              • Define the Web Interface
              • Define Knowledge Management Privileges
              • Define Knowledge Document Visibility
              • Assign Tabs
              • Assign Report Web Forms
              • Assign Go Resources
          • Edit a Role
          • Search Roles
          • Copy a Role
        • Tabs
          • Create a Tab
            • Tab Fields
          • Edit a Tab
          • Search Tabs
        • Web Forms
          • Create a Web Form
            • Web Form Fields
          • Edit a Web Form
          • Search Web Forms
      • Support Automation Access Control
        • Create an Analyst Access Level
        • Create an End User Access Level
        • Update a Support Automation Access Level
      • Functional Access Areas
        • Search for a Functional Access Area
        • Create a Functional Access Area
        • Rename a Functional Access Area
      • Tenant Groups
        • Create a Tenant Group
        • View Tenant Groups
        • Edit a Tenant Group
        • System-Maintained Tenant Groups
      • Tenants
        • View Tenants
        • Edit a Tenant
        • Create a Subtenant
        • Create a Tenant
      • Terms of Usage
        • Search for a Terms of Usage Statement
        • Create a Terms of Usage Statement
        • Edit a Terms of Usage Statement
        • Update a Tenant Terms of Usage Statement
      • UNC Credentials
        • Create UNC Credentials
    • Service Desk
      • Analysis
        • Generate an Analysis Report
      • Announcements
        • Create an Announcement
          • Announcement Fields
      • Application Data
        • Codes
          • Attribute Aliases
            • Create an Attribute Alias Code
            • Attribute Alias Fields
            • Search for an Attribute Alias Code
            • Edit an Attribute Alias Code
          • Auto Close Settings
            • Define Auto Close Settings
            • Update Auto Close Settings
            • Search for Auto Close Settings
            • View Auto Close Settings
          • Contact Types
            • Create a Contact Type Code
            • Contact Type Fields
            • Search for a Contact Type Code
            • Edit a Contact Type Code
          • Cost Centers
            • Create a Cost Center Code
            • Cost Center Fields
            • Search for a Cost Center Code
            • Edit a Cost Center Code
          • Countries
            • Create a Country Code
            • Country Fields
            • Search for a Country Code
            • Edit a Country Code
          • Departments
            • Create a Department Code
            • Department Fields
            • Search for a Department Code
            • Edit a Department Code
          • End User Roles
            • Create an End User Role Code
            • End User Role Fields
            • Search for an End User Role Code
            • Edit an End User Role Code
          • iCalendar Event Templates
            • Search for an iCalendar Event Template Code
            • iCalendar Event Template Fields
            • Edit an iCalendar Event Template Code
          • Impacts
            • Search for an Impact Code
            • Impact Fields
            • Edit an Impact Code
          • Locations
            • Create a Location Code
            • Location Fields
            • Search for a Location Code
            • Edit a Location Code
          • Organizations
            • Create an Organization Code
            • Organization Fields
            • Search for an Organization Code
            • Edit an Organization Code
          • Outage Types
            • Create an Outage Type
            • Edit an Outage Type
            • List Outage Types
            • Outage Type Fields
          • Positions
            • Create a Position Code
            • Position Fields
            • Search for a Position Code
            • Edit a Position Code
          • Priorities
            • Search for a Priority Code
            • Priority Fields
            • Edit a Priority Code
          • Products
            • Create a Product Code
            • Product Fields
            • Search for a Product Code
            • Edit a Product Code
          • Reasons
            • Create a Reason Code
            • Reason Fields
            • Search for a Reason Code
            • Edit a Reason Code
          • Reporting Methods
            • Create a Reporting Method Code
            • Reporting Method Fields
            • Search for a Reporting Method Code
            • Edit a Reporting Method Code
          • Resolution Codes
            • List Resolution Codes
            • Create a Resolution Code
            • Edit a Resolution Code
            • Resolution Code Fields
          • Resolution Methods
            • List Resolution Methods
            • Create a Resolution Method
            • Edit a Resolution Method
            • Resolution Methods Fields
          • Root Causes
            • Create a Root Cause Code
            • Root Cause Fields
            • Search for a Root Cause Code
            • Edit a Root Cause Code
          • Severities
            • Search for a Severity Code
            • Severity Fields
            • Edit a Severity Code
          • Sites
            • Create a Site Code
            • Site Fields
            • Search for a Site Code
            • Edit a Site Code
          • Special Handling Types
            • How to Configure Special Handling Contacts
              • List Special Handling Types
              • How to Identify Tickets for Special Handling Contacts
            • Create a Special Handling Type
              • Edit a Special Handling Type
              • Add an Icon to a Special Handling Object
              • Special Handling Types Fields
          • States/Provinces
            • Create a State/Province Code
            • State/Province Fields
            • Search for a State/Province Code
            • Edit a State/Province Code
          • Symptom Codes
            • Create a Symptom Code
            • Edit a Symptom Code
            • List Symptom Codes
            • Symptom Code Fields
          • Timer Setup
            • Create a Timer Setup Code
            • Timer Setup Fields
            • Search for a Timer Setup Code
            • Edit a Timer Setup Code
          • Timespans
            • Create a Timespan Code
            • Timespan Fields
            • Search for a Timespan Code
            • Edit a Timespan Code
          • Timezones
            • Create a Timezone Code
            • Timezone Fields
            • Search for a Timezone Code
            • Edit a Timezone Code
          • Urgencies
            • Search for an Urgency Code
            • Urgency Fields
            • Edit an Urgency Code
          • Web Macro
            • Create a Web Macro
          • Workshifts
            • Create a Workshift Code
            • Workshift Fields
            • Request/Incident/Problem Area Search Fields
            • Change Category Search Fields
            • Issue Category Search Fields
            • Search for a Workshift Code
            • Edit a Workshift Code
        • Configuration Items
          • Companies
            • Company Fields
          • Company Types
          • Configuration Item Classes
          • Configuration Item List
            • Configuration Item Search Fields
            • Discovered Assets
            • View the Event History for a Configuration Item
          • Create Manufacturer Models
          • Service Status
        • Remote References
          • Create a Remote Reference
            • Remote Reference Fields
        • Stored Queries
          • Create a Stored Query
            • Stored Query Fields
          • View Stored Queries
          • Search for a Stored Query
            • Stored Query Search Fields
          • Edit a Stored Query
      • Audit Log List
      • Change Orders
        • Categories
          • Define Change Categories
            • Change Category Fields
            • Add Properties to Change Categories
              • Property Fields
              • Property Validation Rules
                • Create Property Validation Rules
            • Attach a Workflow
              • Attach a CA Workflow
              • Attach a Classic Workflow
                • Workflow Template Fields
                • Configure Classic Workflows
                • Enable Workflow Auto Assignment
              • Define Behavior Template
            • Enable Auto Assignment
              • Assign Groups to a Change Category
              • Assign Locations to a Change Category
              • Assign Workshifts to a Change Category
          • Update a Change Category
        • Change Order Transitions
          • Define Change Order Status Transition
          • Update Initial Status Transitions
          • Search for Change Order Transitions
        • Change Types
          • Define Change Type Codes
          • Update a Change Type Code
        • Change Windows (Change Order)
          • Define Change Windows (Change Order)
          • Update a Change Window (Change Order)
          • Create a Blackout Window Example
          • Create a Global Maintenance Window
          • Associate a CI with a Maintenance Window
          • View Associated CIs
        • Closure Code
          • Define Closure Codes
          • Update a Closure Code
        • Conflict Status
        • Risk Level
          • Update a Risk Level
        • Risk Survey
          • Define Risk Surveys
          • Update Risk Survey
        • Status
          • Define Change Status Codes
          • Change Order Status Fields
          • Update a Change Order Status
        • Workflow Task Status Code
          • Create a Workflow Task Status Code
            • Task Status Fields
          • Update a Workflow Task Status Code
        • Workflow Task Types
          • Create a Workflow Task Type
            • Task Type Fields
          • Update a Workflow Task Type
      • Form Groups
        • Define Form Groups
      • Issues
        • Categories
          • Define Issue Categories
            • Issue Category Fields
            • Add Properties to Issue Categories
              • Create Property Validation Rules
            • Attach a Workflow
              • Attach a CA Workflow
              • Attach a Classic Workflow
                • Configure Classic Workflows
                • Enable Workflow Auto Assignment
            • Enable Auto Assignment
              • Assign Groups to an Issue Category
              • Assign Workshifts to an Issue Category
              • Assign Locations to an Issue Category
          • Update an Issue Category
        • Issue Transitions
          • Define Issue Transitions
          • Search for Issue Transitions
        • Status
          • Issue Status Fields
          • Update Issue Status
        • Workflow Task Status Code
          • Create a Workflow Task Status Code
          • Update a Workflow Task Status Code
        • Workflow Task Types
          • Create a Workflow Task Type
            • Task Type Fields
          • Update a Workflow Task Type
      • KPIs
        • Create a KPI
          • KPI Fields: System KPIs
          • KPI Fields: User-Defined KPIs
        • View KPIs
          • Search for a KPI
        • Make a KPI Active or Inactive
        • Edit a KPI
      • Personal Responses
        • Create Personal Responses
      • Requests/Incidents/Problems
        • Areas
          • Define Areas
            • Request/Incident/Problem Area Fields
            • Add Properties to Request/Incident/Problem Areas
              • Create Property Validation Rules
            • Attach a CA Workflow Process Definition
            • Attach a CA Process Automation Workflow Process Definition
              • View the Attached CA Process Automation Process Definition
              • Search for Workflow Process Definitions
            • Enable Auto Assignment
              • Assign Groups to a Request/Incident/Problem Area
              • Assign Locations to a Request/Incident/Problem Area
              • Assign Workshifts to a Request/Incident/Problem Area
          • Update an Area
          • Search Request/Incident/Problem Areas
        • Define Status
          • Request/Incident/Problem Status Fields
          • Update Status Codes
          • Search for a Request/Incident/Problem Status
          • Update a Request/Incident/Problem Status
            • Update Status Transitions
            • View Dependent Attribute Controls
            • View Transitions
            • Define Dependent Attribute Controls
            • Update Attribute Controls
            • Search for Attribute Controls
        • Define Status Transitions
          • Edit Status Transitions
          • Update Initial Status Transitions
          • View Status Transitions
          • Status Transition Fields
          • Search for Transitions
        • Define Transition Types
          • Edit Transition Types
          • Link Transition Types to Incident/Request Status Transitions
          • View Transition Types
          • Search for Transition Types
          • Transition Type Fields
          • Activate Predefined Transition Types
        • Define a Priority Calculation
          • Edit a Priority Calculation
          • Search for a Priority Calculation
          • Priority Calculation Search Fields
          • Use Ticket Templates to Calculate Priority Values
      • Sequence Numbers
        • Edit a Sequence Number Format
      • Service Contracts
        • Create a Service Contract
          • Service Contract Fields
          • Service Contract Tabs
            • Map Contacts to Service Contracts
            • Map Groups to Service Contracts
            • Map Configuration Items to Service Contracts
            • Map Priorities to Service Contracts
            • Map Urgencies to Service Contracts
            • Add a Private Service Type to a Service Contract
            • Add a Request Area to a Service Contract
            • Add a Change Category to a Service Contract
            • Add an Issue Category to a Service Contract
        • Search Service Contracts
          • Service Contract Search Fields
        • Update a Service Contract
      • Service Types
        • Create a Service Type
          • Service Type Fields
          • Service Type Tabs
            • Create Service Type Event
      • Service Target Templates
        • Search for Service Target Templates
        • Edit a Service Target Template
        • Create a Service Target Template
        • Link a Service Target Template to a Service Type
        • View Service Targets for a Service Type
      • Surveys
        • Managed Surveys
          • Create a Managed Survey
            • Managed Survey Fields
            • Managed Survey Tabs
          • Search Managed Surveys
            • Filter the Managed Survey List
          • Edit a Managed Survey
          • View or Edit a Managed Survey Activity
          • Managed Survey Status
            • Search Managed Survey Status
            • Create a Managed Survey Status
            • Edit a Managed Survey Status
        • Survey Templates
          • Create a Survey Template
            • Survey Template Fields
          • Search Survey Templates
            • Filter the Survey Template List
          • Edit a Survey Template
          • Survey Question List
          • Survey Question Detail Page
          • Survey Answer List
          • Survey Answer Detail Page
    • SOAP Web Services Policy
      • SOAP Error Types
        • Create a SOAP Web Services Error Type
          • SOAP Web Services Error Type Fields
        • Search SOAP Web Services Error Types
          • SOAP Web Services Error Type Search Fields
        • Edit a SOAP Web Services Error Type
      • SOAP Policies
        • Create a SOAP Web Services Policy
          • SOAP Web Services Policy Fields
        • Search SOAP Web Services Policies
          • SOAP Web Services Policy Search Fields
        • Edit a SOAP Web Services Policy
    • Support Automation
      • Support Automation Adaptations
        • Branding Administration
          • Create a Branding
          • Search for a Branding
          • Update a Branding
        • Localization Administration
          • Localization IDs
          • Enable or Disable Localizations
        • Page Layout Configuration
          • Create a Default Layout Page
          • Search for a Page Layout
          • Define the Default Wait Page
          • Define the End User Post-Launch Page
          • Define the In Session Page
          • Define the Post-Logout Page
          • Define the Exit Survey Page
      • Support Automation Property List Administration
        • Support Automation Property list
        • Update a Support Automation Property
        • Search for a Property
      • Queue Management
        • Create a Queue
        • Search for a Queue
        • Set Queue Hours of Operation
        • Deactivate a Queue
        • Assign a Default Queue
        • Establish an Auto Transfer Process
        • How to Manage Queue Summaries
          • Create a Queue Summary
          • Search for a Queue Summary Field
          • Update a Queue Summary
          • Delete a Queue Summary
      • Service Desk Integration
        • Create a Request/Incident Template Association
        • Search for a Request/Incident Template Association
        • Update a Request/Incident Template Association
        • Create an Issue Template Association
        • Update an Issue Template Association
        • Search for an Issue Template Association
      • Administration Settings
        • Message Routing Servers
          • Create a Message Routing Server
          • Search for a Message Routing Server
          • Enable a Message Routing Server
          • Disable a Message Routing Server
          • Update a Message Routing Server
          • Delete a Message Routing Server
        • Support Automation Privacy Level Administration
          • Create a Privacy Level
          • Search for a Privacy Level
          • Update a Privacy Level
          • Delete a Privacy Level
          • Set Permissions for Tools in a Privacy Level
          • Set the Localization for a Privacy Level
        • Specify Support Automation Hours
          • Create a Support Automation Hour Configuration
          • Search for a Support Automation Hour Configuration
          • Update a Support Automation Hour Configuration
          • Delete a Support Automation Hour Configuration
      • Tool Administration
        • Automated Tasks Administration
          • Search for an Automated Tasks Classification
          • Create an Automated Tasks Classification
          • Search for an Automated Task
          • Update the Automated Tasks List
          • Configure an Automated Task Script for Live Assistance
          • Configure an Automated Task Script for Impersonation
          • Configure an Automated Task Script for Access
        • Chat Preset Administration
          • Create a Chat Preset Group
          • Search for a Chat Preset Group
          • Update a Chat Preset Group
          • Create a Text Preset
          • Search for a Text Preset
          • Update a Text Preset
          • Create a URL Preset
          • Search for a URL Preset
          • Update a URL Preset
        • Default Credential Administration
          • Specify Default Credentials
          • Search for a Default Credential
          • Update Default Credentials
        • Disclaimer Administration
          • Create a Disclaimer
          • Search for a Disclaimer
          • Update a Disclaimer
    • System
      • Configurations
        • Create a Process Configuration
        • Object Managers
          • Add Object Managers
        • Web Engines or Web Directors
          • Add Web Engines or Web Directors
          • Web Director List
        • Aliases
          • Add Aliases
        • Additional Processes
          • Add Additional Processes
      • Current Locks
        • View Current Object Locks
        • Unlock Objects
      • Interval Logging
        • View Interval Log Configuration
        • Create Log Interval Configuration
          • Interval Log Configuration Fields
      • Servers
        • Add a Server
          • Create Server Fields