- Welcome to the EasyVista Wiki
- ev | Service Manager - Administration
ev | Service Manager - Administration
Access Management
Processes
Tools Reporting
Access Management
Like any strategic corporate application, secure access to 
data is based on the following concepts:
- Profiles: Used to restrict access to specific sections of the interface.
- Domains: Used to restrict access to data.
- Employees access management: Used to identify employees with access to via a login/password and a profile.
- Password management: Authentication method used to restrict and protect access to a resource or service. Passwords can be encrypted using the EasyCrypt utility.
Note:
- Only users with access to the Administration menu and the corresponding access rights are authorized to create domains, profiles and user accounts for employees.
- The LDAP authentication functionality enables you to use authentication elements (e.g. logins and passwords) and authorizations (e.g. profiles and domains) that are defined directly in the LDAP directory instead of in .
Interface settings
Records can be displayed in list mode (grid) and in form mode (detailed data from a record) for each menu option. Different functionalities can be set to present information:
- Filters, used for selecting data and restricting the records to be displayed.
- Views, used for displaying and presenting data in static reports. Data can be grouped and the page layout can be optimized.
- Lists of values, used for displaying and presenting the list of values available for a given field in a table.
- An editor, used for presenting the forms.
Different records search modes are available: search areas in the top of the list and the forms, full-text search, global search that can be set.
Note:
- Only profiles authorized to edit can modify or configure these objects which can only be viewed by authorized profiles.
- You can use wizards to update these objects. The objects are configured using parent queries defined to select specific data based on the menu option.
- Certain screens may have a specific interface in EasyVista Mobile that is suitable for smaller smartphone screens.
- The specific Quick Call and Quick Dashboard interfaces adhere to particular rules.
Workflows and Business rules
All objects (e.g. incidents, requests, equipment or users) can be linked to one or more management processes that indicate the actions to be performed when updating the database. Depending on the object affected and the context (e.g. creation or modification), the process may be a workflow or a business rule.
Each process:
- Is designed using a graphic editor to define, configure and organize the different steps in the process; each is defined by an action type that indicates the context and describes the action or processing to be performed.
- Uses roles and tags (Note: Also used in email templates and scheduled alerts):
- Roles are dynamic functions used to indicate the groups and users who are in charge of an action or who are recipients of an email without having to name each of them individually.
- Tags are dynamic components and are used in emails or SQL queries (Note: Tags used in emails can include mail components).
- Can use specific functions to simplify the calculation of deadlines (getSLADelay and calculateMaxResolutionDate smoServer functions).
Workflows for incidents and requests can include questionnaires (standard and multi sections) to obtain additional information. To view progress within the process, you can display the breadcrumb in the Incident or Request form using a life cycle.
Reporting tools
Reporting tools include:
- Trends: Key figures related to the performance of the IT activity within a given period;
Number of incidents in the Sales department, Number of active contracts, Number of equipment in maintenance - Reportings: Customized reports with statistics that can be displayed or printed;
Late incidents for the past month, Distribution of incidents or average age of equipment - Alerts: Tools used to monitor key IT activities in the company
Configuration items without a continuity plan, Urgent renewal decisions for contract managers with 60 days' notice
