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