ev|Service Engine - Oxygen - Release Notes


Note: This is a version release document.
  • Some of the screenshots may show a slight difference compared to the release version as we are constantly seeking to improve the design and usability up until the release date.
  • The pages on the wiki detailing these differences will be updated soon. For more up-to-date information, please consult: Open url.png Wiki News

General overview of the new interface

The Oxygen interface appears as follows:
         wiki - part 0-1_html_318b18fb.png

Section Description
(1)Top banner containing the search field, notifications and user information zone
  • When minimized, the user information zone displays the photo of the logged-in user, name, profile and current domain.

    wiki - part 4-1_html_m675d7245.png

  • When expanded, it enables you to access the user form and modify the password and the current domain.

    wiki - part 4-1_html_adeea98.png

  • The Show Grid Line Numbers option determines how you can access forms in a list. You can either select the sequence number #000x (option is enabled) or you can click the magnifying glass icon wiki - part 4-2_html_m1aeb6bd7.png (option is disabled - as in versions prior to Oxygen).

    wiki - part 4-1_html_adeea98 - a.png wiki - part 4-1_html_adeea98 - b.png

(2)Sidebar menu pane
(3)Work pane containing different types of information, such as Product name - ev sas.png apps.

New menu (menu editor)

The new menu system is used to display by default a sidebar menu pane that is fully optimized for a given profile.

  • It contains the main functionalities for the work to be performed by users. The functionalities are displayed for all users with this profile.
  • It can be completely customized by each user.

       wiki - part 0-2_html_12750dd6.png

General principles for the menu display

The menu pane displayed consists of the menu defined for the profile plus any customizations made by the user.

       wiki - part 0-2_html_m36fdb404.png

Menu displayed for existing customers

The new menu pane must be created once for each profile.

If no menu has been created yet, a default menu pane will appear.

  • It will contain all of the menu items that users with the profile are authorized to access.
  • Its contents are similar to that in previous Product name - ev itsm.png versions.

       wiki - part 0-2_html_695c78df.png

A default Product name - ev sas.png app is displayed for users. You can define its contents using the following default parameters.
         wiki - part 0-2_html_m35ad4471.png

Components in menus

A menu is made up of the following components:

  • A folder
  • A Product name - ev itsm.png menu
  • A Product name - ev sas.png app
  • A URL (link to an external website)

Management of Profile and User menus

Profile menu

It is managed by administrators in profile management.

       wiki - part 0-2_html_m7445a2a0.png

Click [ MENU ] to open the menu editor.

User menu

Users can configure their own menu pane by adding the menu items they require for their work.

  • Only existing menu items can be added. You cannot create new ones.
  • You cannot modify or delete profile menu items, except for the Home menu item.
     

Click the wiki - part 0-2_html_2a10287f.png icon found at the bottom right of the menu pane to open the menu editor.

       wiki - part 0-2_html_m42c36869.png

  • The tree structure to the left corresponds to the one defined for the profile.
  • Profile menu items are grayed out and cannot be modified.

General operating principles of the menu editor

Description of the tree structure

         wiki - part 0-2_html_37260d2d.png

Section Description
(1)Home menu item
  • You can modify the app.
(2)System folder
  • You can add items to this folder.
(3)Folder or menu item created in profile mode
  • The lock indicates that you cannot add menu items to the folder or modify the folder or menu item.
(4)Folder created in user mode
  • You can modify this folder.
(5)Menu item created in user mode
  • You can modify this menu item.
(6)Click to delete an item created in user mode
(7)
FunctionalityOxygen_1.6AndPriorVersions

Note: This functionality is specific to Oxygen version 1.6 and later.

[ RESET ] button: Used to reset the menu pane.

  • Profile menu: The menu pane will display all the menu items authorized for the profile. Caution: The setting of the mandatory / optional menu items defined for the profile will be removed.
  • User menu: The menu pane will be returned to the original display defined for its profile. Caution: All the the menu items adding manually, shortcuts, personalized folders and favorites will be removed.

Add an item to the menu pane

Caution: To add Product name - ev sas.png apps to the menu pane, the server hosting the apps must first be defined. To do this, you must enter the value in Other Parameters > {MENU} Service Apps URL.

To add a menu item, proceed as follows:

1. Select the type of item you want to add

2. Configure the new item

3. Click wiki - part 0-3_html_m6b36f6ef.png to enter its name in different languages

4. Add the item to the tree structure in the menu pane

5. Click and drag the item to the position you want in the menu pane

        wiki - part 0-3_html_20458bb7.png

        wiki - part 0-3_html_5c98d9ab.png

        wiki - part 0-3_html_m1a1d43c3.png

        wiki - part 0-3_html_m3ffc49f1.png

Multilingual labels

Click wiki - part 0-3_html_m6b36f6ef.png to enter multilingual labels for folders and menu items.

       wiki - part 0-3_html_392524e4.png

Modify an existing item

Click the existing item to modify it. You can then modify its properties in the right pane.

Delete an existing item

Click wiki - part 0-3_html_mb706cc4.png next to the relevant item.

       wiki - part 0-3_html_2646189b.png

Description of options in the menu editor

Home menu item

The Home item is the first item in the menu pane.

  • It is defined for the profile and can be customized by each user.
  • It corresponds to a Product name - ev sas.png app that is selected among those the user is authorized to access.
     

Click the label, Home, to configure its settings.
         wiki - part 1-1_html_2d3000f.png

The existing app can be reset to its default settings, i.e. the default app for the profile.
         wiki - part 1-1_html_1c099aa0.png

Folders

To add a folder, proceed as follows:

1. Select the type of item you want to add: Folder

2. Enter the name of the new folder

3. Click wiki - part 1-1_html_m6b36f6ef.png to enter its name in different languages

4. Add the folder to the tree structure in the menu pane

5. Click and drag the folder to the position you want in the menu pane

         wiki - part 1-1_html_71c1522f.png
         wiki - part 1-1_html_16646e64.png

Link to a Product name - ev itsm - big.png menu item

To add a link, proceed as follows:

1. Select the type of item you want to add: Menu

2. Select the Product name - ev itsm.png menu item in the tree structure (2) or using the search field (3)

3. Configure the new item

  • (4) Click wiki - part 1-1_html_m6b36f6ef.png to enter its name in different languages
  • (5) Select the default view that will open when the screen is displayed in List mode
  • (6) Select the default filter that will open when the screen is displayed in List mode

4. Add the item to the tree structure in the menu pane (7)

5. Click and drag the item to the position you want in the menu pane

         wiki - part 1-1_html_20458bb7.png
         wiki - part 1-1_html_1c2e366e.png

Note: The tree structure displays all menu items that can be accessed by the profile. The first level corresponds to the items in the main menu bar in versions prior to Oxygen.
         wiki - part 1-1_html_7694d30.png

Link to Product name - ev itsm - big.png Service Manager reports

Product name - ev itsm.png reports are supported in Oxygen and their behavior is identical to that in previous versions.

Add Reports items

  • The addition will be carry out in the same way as from an Product name - ev itsm.png menu item, from the Reporting items available in each menu in the tree structure.

       wiki - part 1-2_html_24fcb062.png

  • You can add an item anywhere in the menu pane.
  • You can rename each item.
     

        Example documentation icon EN.png  Add reports to Operation
                      wiki - part 1-2_html_m4c2ff80d.png

Run reports

In execute mode, click a report to open it in List mode. Its behavior is identical to that in versions prior to Oxygen.

        Example documentation icon EN.png  Run Operation reports
                       wiki - part 1-2_html_m308c685.png

Manage reports

  • This is done by adding Reports items to the Administration menu.
             wiki - part 1-2_html_2152e95b.png
  • You can also manage reports via profile management by clicking Reports in each menu.
             wiki - part 1-2_html_55d1cb4.png

Link to a Product name - ev sas - big.pngService Apps app

To add a link, proceed as follows:

1. Select the type of item you want to add: Product name - ev sas.png

2. Select the Product name - ev sas.png app from the list of apps authorized for the logged-in user

3. Click wiki - part 1-2_html_m6b36f6ef.png to enter its name in different languages

4. Select the page that will open when the app is run

5. Add the item to the tree structure in the menu pane

6. Click and drag the item to the position you want in the menu pane

         wiki - part 1-2_html_4a15f8dc.png
         wiki - part 1-2_html_2653aead.png
         wiki - part 1-2_html_m7e4bd1d0.png

Link to a report

FunctionalityOxygen_1.6AndPriorVersions

Note: This functionality is specific to Oxygen version 1.6 and later.

These functionality allows you to launch directly a Product name - ev itsm.png report.

To add a link, proceed as follows:

1. Select the type of item you want to add: Report (1)

2. Configure the new item

  • Select the report from the list (2)
  • Click wiki - part 1-2_html_m6b36f6ef.png to enter its name in different languages (3)
  • Select the view and the filter (4)

3. Add the item to the tree structure in the menu pane (5)

4. Click and drag the item to the position you want in the menu pane

         Report button.png
         Report button - List.png

Link to an external URL

This functionality is used to access any website. For security reasons, the website will always open in a new tab.

To add a link, proceed as follows:

1. Select the type of item you want to add: URL

2. Configure the new item

  • Click wiki - part 1-2_html_m6b36f6ef.png to enter its name in different languages (2)
  • Specify the URL of the website (3)

3. Add the item to the tree structure in the menu pane (4)

4. Click and drag the item to the position you want in the menu pane

         wiki - part 1-2_html_1543aa48.png
         wiki - part 1-2_html_m2abc791.png

Search/Command functionality

The new Search/Command functionality is intended to simplify operations for users.

  • It combines most of the search functionalities available in previous versions and can also be used to run commands directly.
  • This functionality is found in the top banner of the interface.
             wiki - part 2-1_html_m3edcb5e.png

Access the history

When you click in the search field, the history of the most recent searches will appear.
         wiki - part 2-1_html_7c1c0ef7.png

Click one of the rows to display the form.
         wiki - part 2-1_html_m445ed68b.png

Note: The information displayed on the search results corresponds to the first field displayed on the object form.
         wiki - part 2-1_html_m445ed68b - first field.png

Quick search

This is used to search for a string of characters in several tables or in a single field (the most relevant). You can configure the relevant tables and fields in the Search Studio.

The search is run once you have entered the first three characters.

       wiki - part 2-1_html_4e8f2d0d.png

One or more search results returned

  • The first search result will automatically appear in the search field to complete the text you entered.
              Example documentation icon EN.png  "Morley, Yvan" will appear even though you only entered "mor".
  • Press < Enter > to open the corresponding form.
  • You can also use the up and down arrows to select another search result.
     

Search for… option found at the top of the search results
         wiki - part 2-1_html_ce7692f.png

  • This is used to run the search in one or more tables (depending on the number of tables or meta-objects with matches) and to display the list of objects found.
  • A dedicated search results page will appear.
             wiki - part 2-1_html_36b83348.png
     

Users returned in search results 

You can make use of additional functionalities to create tickets and access open tickets.
         wiki - part 2-1_html_7dc27581.png

No search results returned

You can then run a global multi-criteria search by clicking the Search option.

Example documentation icon EN.png

  • You run a direct search on the names of employees. No result is returned.
             wiki - part 2-1_html_4c614b63.png
  • You run a global search that finds the string of characters gsdm in the employee's login column.
             wiki - part 2-1_html_23ef2e24.png

Global search for objects

This is used to search several fields in a single table.

        Example documentation icon EN.png  You want to search for a user using the name, phone number, email address or employee number.

Quick access commands

The global search uses quick access commands that run search queries using the slash /.

  • You can create and customize commands in the Commands Studio.
  • Commands are divided into four categories, - wizards, services, filters and links.
  • When you enter the slash / in the search field, a list of the existing commands will appear.
  • Click one of the tabs to select a command category.
     

Example documentation icon EN.png List of commands in Filters: /E runs a search in the Employee table while /EQ runs a search in the Equipment table.
         wiki - part 2-1_html_m28628001.png

Search fields for running commands

  • You can use additional criteria after selecting a command. The name of the table to be searched appears in gray in the field.
              Example documentation icon EN.png  Employee name; search table = Employee
                           wiki - part 2-1_html_m5bf27191.png
  • You can define the fields where the search will be run in the Search Studio.
  • A list of the search results matching the value you entered will appear.
              Example documentation icon EN.png  You run a search using the string of characters 788 in several fields of the Employee table. The search results will return users whose mobile phone number matches this string of characters.
             wiki - part 2-1_html_m3d16f39b.png

Search Studio

This is used to define the tables and fields where the search will be run. 

Note: We prefer the term meta-object to that of table because the latter is associated with databases.

  • Select Administration > Studios > Search Studio in the menu to access the Search Studio.
             wiki - part 2-2_html_m1826304.png
  • The screen is used to enable or disable the search for a meta-object, create new records or modify existing ones.
             wiki - part 2-2_html_36d0f102.png
  • Filters are used to display all records, only active records, or only disabled records.
             wiki - part 2-2_html_m6b3ed3b9.png

Current limitations of the Search Studio

The limitations below are applied to the Search Studio to ensure optimal performance.

  • Maximum 12 concurrent active searches
  • Maximum eight fields displayed in Grid mode
  • Maximum six fields for predictive entry

Configuration of elements for each search

The following elements can be configured for each search:

  • The list of fields displayed by the predictive entry, when using the search field in the top banner
    • Search of an object.
                wiki - part 2-2_html_m3e4ed443.png
    • A Filter quick access command call.
                wiki - part 2-2_html_51fbc30b.png
  • The list of fields displayed in the results page dedicated to the Display popup icon.png Search for… option
             wiki - part 2-2_html_ce7692f.png
             wiki - part 2-2_html_36b83348.png

Configuration of meta-objects

       wiki - part 2-2_html_m3a4b137d.png

Section Description
(1)Name of the meta-object
(2)Table associated with the meta-object
(3)Parent query used for the configuration
(4)List of fields in the parent query
  • Display popup icon.png: Used to indicate the indexed fields. You must select at least one of them.
(5)Grid display: Configuration of the results page when running a search via the Display popup icon.png Search for… option
  • Grid icon.png: Used to make the field available or unavailable for configuring Grid mode and Auto-completion mode
  • X: Used to delete the field from the list.
(6)Auto-completion display: Configuration of the rows of search results when running a search via predictive entry
  • Display popup icon.png: Used to indicate the indexed fields.
  • Display eye icon.png: Used to show or hide the field name in the list of search results via predictive entry.

    wiki - part 2-2_html_m3eb495a5.png

(7)Used to save data

Quick access commands: the slash '/' function

Quick access commands are divided into four categories:

  • Filters: Apply a filter
  • Links: Access an external link
  • Services: Create a service
  • Wizards: Run a wizard

Apply a filter

Example documentation icon EN.png Filter for searching for employees using the /E command.

       wiki - part 2-3_html_3a873c3.png

You apply a filter via a quick access command as follows:

1. Select the /E command in the search field

2. Specify the employee you want:

  • Enter the name
    or
  • Select it from the list of results returned via predictive entry

       wiki - part 2-3_html_m4f17da83.png

3. Press < Enter > to open the Employee form
         wiki - part 2-3_html_m6926c3ea.png

Quick access commands are used to access external websites, such as search engines, directly from the search field. For security reasons, the website will always open in a new tab.

You can define the settings required for running the URL in the command. You can specify them when you run the command in the search field.

Example documentation icon EN.png  You want to access the Google search engine using the /Google command. Only the search string should be defined as the parameter.

       wiki - part 2-3_html_2d23352d.png

The quick access command will open the Google search engine as follows:

1. Select the /Google command in the search field

2. Specify the search string:

       wiki - part 2-3_html_62f03202.png

3. Press < Enter > to run the search in Google in a new tab

       wiki - part 2-3_html_5d279e2c.png

Link to data in the Product name - ev itsm.png database

You can link website parameters to data in the Product name - ev itsm.png database.
         Example documentation icon EN.png  You want to run a search on LinkedIn.com. You define the search parameter of the employee selected in Product name - ev itsm.png.

The quick access command will run the search on LinkedIn.com as follows:

1. Select the /LinkedIn command in the search field

       wiki - part 2-3_html_6ed71ac2.png

2. Specify the employee you want:

       wiki - part 2-3_html_m1a415e37.png

3. Press < Enter > to run the search on LinkedIn in a new tab
         wiki - part 2-3_html_m6f60b5fa.png

Create a service

You can create the most commonly used services using specific commands to avoid having to enter them each time.
         Example documentation icon EN.png  You want to create a new access badge using the /NewBadge command.
         wiki - part 2-3_html_m65424d19.png

The quick access command will create the service as follows:

1. Select the /NewBadge command in the search field

2. Specify the recipient for whom the request is submitted:

       wiki - part 2-3_html_m71a33923.png

  • Enter the name
    or
  • Select it from the list of results returned via predictive entry

       wiki - part 2-3_html_72e59927.png

3. Press < Enter > to create the service
         wiki - part 2-3_html_50f3ff4e.png

Run a wizard

Product name - ev itsm.png provides over 400 wizards. The system of quick access commands is used to run most of them directly using the keyboard.

Example documentation icon EN.png  You can run the wizard for moving an employee using the /MoveEmployee command. You can also run the wizard from the list of employees and from the Employee form.
         wiki - part 2-3_html_m6925f410.png
         wiki - part 2-3_html_m18528c88.png
         wiki - part 2-3_html_m4824ce7.png

The quick access command will run the wizard as follows:

1. Select the /MoveEmployee command in the search field

2. Specify the employee to be moved:

  • Enter the name
    or
  • Select it from the list of results returned via predictive entry

       wiki - part 2-3_html_m145cf143.png

3. Press < Enter >. The standard wizard for moving employees will be run in the same way as from the Employee form.
         wiki - part 2-3_html_m18528c88.png

Commands Studio

This is used to define quick access commands that you can call using the slash / in the search field.

  • Select Administration > Studios > Commands Studio in the menu to access the Commands Studio.
             wiki - part 3-0_html_m65fe6779.png
  • In this screen, you can create and modify quick access commands that are divided into four categories, - filters, links, services and wizards.
             wiki - part 3-0_html_mf8d8754.png

General operating principles

       wiki - part 3-0_html_m3c3ad1ea.png

Section Description
(1)Command search field
(2)Buttons for creating commands for each category, - filters, links, services or wizards
(3)Click the sequence number to modify the command
(4)Move the cursor over the row and click the trash icon to delete the command

Filter commands

Call the quick access command

       wiki - part 3-0_html_m2c05fc10.png

Configuration in the Commands Studio

       wiki - part 3-0_html_m66ebb468.png

Section Description
(1)Code of the command
(2)Name of the command which will appear in the search field
  • Click wiki - part 3-0_html_m6b36f6ef.png to enter its name in different languages
(3)Table or meta-object with which the command is associated
  • You define tables or meta-objects and configure search fields in the Search Studio.

Link commands

A link to a website can contain parameters. When you copy a URL to the Commands Studio, it will be analyzed and the different parameters will automatically be detected.

  • One row is displayed for each parameter.
  • A specific color code is used to highlight them in the URL.
     

A wizard can help you enter the parameter if its value is linked to Product name - ev itsm.png. For example, you want to search for an employee on LinkedIn. In this case, you must specify the Product name - ev itsm.png table or meta-object containing the list of employees in the parameter.

Example 1: Search for a keyword in Wikipedia

Call the quick access command

       wiki - part 3-1_html_ma7e1d8b.png

Run the command

  • In the search field, you specify the keyword used to run the search in Wikipedia.
             wiki - part 3-1_html_292b777a.png
  • The search will be run in Wikipedia using the keyword and the corresponding page will appear in a new tab.
             wiki - part 3-1_html_m293510b3.png
     

Configuration in the Commands Studio

  • Copy the URL and paste it in a Link command. Two parameters will automatically be detected and displayed in two different rows.
             wiki - part 3-1_html_m5efedae5.png
Section Description
(1)Code of the command
(2)Name of the command which will appear in the search field
  • Click wiki - part 3-1_html_m6b36f6ef.png to enter its name in different languages
(3)URL run by the command
  • Copy and paste the relevant URL.
  • Each parameter detected will be displayed in a different color code.
(4)
List of URL parameters
  • (5) Value of the parameter
  • (6) Used to indicate whether it is a dynamic or static parameter (if it is a dynamic parameter, then users can enter a value)
  • (7) Name displayed in the search field

    wiki - part 3-1_html_m1384c1f7.png

  • (8) Table or meta-object associated with the parameter
  • Configure the search parameter which is used to specify the keyword for running the search in Wikipedia
             wiki - part 3-1_html_m5b5272ae.png
    • Value: Enter the @search@ internal variable. This enables users to enter the keyword they want
    • Dynamic: Select the box to indicate that users can enter the keyword they want in Wikipedia
    • Placeholder: Enter the text that will appear in the search field
       

Example 2: Search for a Product name - ev itsm.png employee on LinkedIn

Call the quick access command

       wiki - part 3-1_html_5b872e02.png

Run the command

  • The list of Product name - ev itsm.png employees will appear once you enter the first three characters in the search field.
             wiki - part 3-1_html_7c7d2bfc.png
  • When you click the relevant row, this will run a search for the employee on LinkedIn.
             wiki - part 3-1_html_m33b07ec1.png
     

Configuration in the Commands Studio

  • Copy the URL and paste it in a Link command. The keywords parameter will automatically be detected and displayed in a row.
             wiki - part 3-1_html_1db82fca.png
Section Description
(1)Code of the command
(2)Name of the command which will appear in the search field
  • Click wiki - part 3-1_html_m6b36f6ef.png to enter its name in different languages
(3)URL run by the command
  • Copy and paste the relevant URL.
  • Each parameter detected will be displayed in a different color code.
(4)
List of URL parameters
  • (5) Value of the parameter
  • (6) Used to indicate whether it is a dynamic or static parameter (if it is a dynamic parameter, then users can enter a value)
  • (7) Name displayed in the search field

wiki - part 3-1_html_21402fef.png

  • (8) Table or meta-object associated with the parameter: Used to propose a data entry wizard using Product name - ev itsm.png values
  • Configure the keywords parameter which is used to specify the employee name for running the search on LinkedIn. Users can use the data entry wizard that displays the list of Product name - ev itsm.png employees.
             wiki - part 3-1_html_m1dde6a9.png
    • Value: Enter the @keywords@ internal variable. This enables users to enter the employee name they want
    • Dynamic: Select the box to indicate that users can enter the employee name they want on LinkedIn
    • Placeholder: Enter the text that will appear in the search field
    • Meta-object: Select the Employee table in Product name - ev itsm.png. This will display the list of employees via predictive entry

Service commands

Call the quick access command

       wiki - part 3-2_html_m400e09b9.png

Configuration in the Commands Studio

       wiki - part 3-2_html_1d5c7565.png

Section Description
(1)Code of the command
(2)Name of the command which will appear in the search field
  • Click wiki - part 3-2_html_m6b36f6ef.png to enter its name in different languages
(3)
Service called by the command
  • Once it is specified, it will appear as follows.

wiki - part 3-2_html_m66a9a0a6.png

Wizard commands

Call the quick access command

       wiki - part 3-2_html_m24404ea.png

Configuration in the Commands Studio

       wiki - part 3-2_html_7c2d9dc7.png

Section Description
(1)Code of the command
(2)Name of the command which will appear in the search field
  • Click wiki - part 3-2_html_m6b36f6ef.png to enter its name in different languages
(3)Wizard run by the command
(4)
List of parameters specific to the wizard that users must specify after selecting the quick access command
  • (5) The batch_id internal parameter is always displayed first and cannot be modified
  • (6) Table or meta-object associated with the parameter
  • (7) Used to indicate whether predictive entry is enabled (box is checked) or not (box is not checked) when users specify the parameter

wiki - part 3-2_html_409e9f8f.png

  • (8) Enter the text that will appear in the search field

wiki - part 3-2_html_m5ac7f1b4.png


Note: For the New Service Request and New Change Request wizards as well as similar wizards, only the first parameter, i.e. the service, can be defined. The first screen of the wizard will require users to enter the recipient.

Notifications

Notifications alert users that events have occurred. Events are visually displayed in counters in the notification bar found in the top banner.

       wiki - part 4-1_html_5691939f.png

The notification system in Oxygen has been reviewed. It now supports the most recent technologies and ensures improved performance while requiring less memory.

It is similar to the notifications sent by email in previous versions. The only difference is that instead of receiving emails, users are alerted that events have occurred via the dedicated notification icon wiki - part 4-1_html_m2d56b5e9.png to the left of the notification bar.

Note:

  • The notification system manages notifications in the same way as in previous versions.
  • Notification emails from the previous versions have been kept.

General description

       wiki - part 4-1_html_m62f3bd30.png

Section Description
(1)New notification in Oxygen, one of the mechanisms of the evie (easyvista intelligence engine) category
(2)Late actions
(3)Actions to be performed
(4)Actions for my groups
(5)New discussions

Click each icon to see the notification details.

Click the #000x sequence number to open the corresponding form.

       wiki - part 4-1_html_m7ae3bc69.png

New notification system

evie users

New notifications are issued by a specific type of user, i.e. evie. In the Employee form, this means that the Is evie box must be checked.

Note: The field must be manually added to the form editor if it does not appear automatically.

       wiki - part 4-1_html_m166c28e0.png

Workflow process

You create evie notifications in the workflow via a new notification step.

Add the notification step to the workflow

       wiki - part 4-1_html_m7eb4e80.png
         wiki - part 4-1_html_m13b3cf80.png

Configuration of the step

Select the user who can issue the notification, i.e. the evie user
         wiki - part 4-1_html_m345d0c3.png
         wiki - part 4-1_html_3509739d.png

Grids (List mode)

Comparison with previous versions

Versions prior to Oxygen

       wiki - part 4-2_html_m3eee5d69.png

Oxygen version

       wiki - part 4-2_html_54e3ceeb.png

Section Description
(1)Title of the screen
(2)Select the wizards to run
  • Oxygen: The most recently used wizards are displayed as buttons
  • Previous versions: The five most commonly used wizards were displayed at the top of the drop-down list
(3)Run a local search in a column
(4)Manage favorites
  • Oxygen: Favorites are created via customized menus
  • Previous versions: Favorites were created using the dedicated icon wiki - part 4-2_html_10ffcf09.gif
(5)Access contextual tools
(6)List of filters
(7)List of views
(8)List of records
(9)Number of records in the grid
(10)Select records
  • Oxygen: You select records directly by clicking the relevant rows
  • Previous versions: You selected records by ticking the relevant boxes

Navigation in grids

Navigation in grids is now based on infinite scrolling.

  • When you get to the bottom of the grid, the system will load the next batch of 50 rows.
  • To ensure optimal performance, the system does not calculate the number of rows on the first page.
     

Record counter

  • If the first page cannot display all of the rows, the record counter at the top will display 50+.

       wiki - part 4-2_html_5f7cfbfe.png

  • When you reach the bottom of the page, the system will load the next batch of 50 rows. If rows remain to be loaded, the counter will display 100+.

       wiki - part 4-2_html_m4fb6be89.png

  • To find out the exact number of rows, you can click the counter. The text …+ will be replaced by the exact number of rows.

       wiki - part 4-2_html_m3d2ea956.png

Display in forms

Oxygen version

Click the #00x sequence number to open the corresponding form.

Note: The sequence number of the record is calculated in real time. If you change the sort order or filter, the sequence numbers will be recalculated.

       wiki - part 4-2_html_m1fc81f2a.png

Versions prior to Oxygen

You clicked the wiki - part 4-2_html_m1aeb6bd7.png icon to open the corresponding form.
         wiki - part 4-2_html_md6c9712.png

You can re-implement this configuration in Oxygen by disabling the Show Grid Line Numbers option in the user information zone.

       wiki - part 4-2_html_m3eae3ed0.png

Sorting data in grids

Just like in previous versions, you can sort data in ascending or descending order by clicking each column header.

       wiki - part 4-3_html_40652e81.png

Local search in a column

You can run a local search by clicking wiki - part 4-3_html_m1aeb6bd7.png displayed in the current column header used for sorting data.

       wiki - part 4-3_html_m1e1290f3.png

  • Click wiki - part 4-3_html_m1aeb6bd7.png to display a data entry field.
             wiki - part 4-3_html_51fa95de.png
  • Predictive entry helps you search for values easily.
             wiki - part 4-3_html_587e7634.png
  • Press < Enter > to validate your selection. The corresponding record will be highlighted in the grid.
             wiki - part 4-3_html_m3872c135.png

Management of filters and views

Note: Filters and views are totally compatible with those in previous versions. They will be fully integrated during the migration.

Each list is associated with a certain number of customizable filters and views. You can access them in the lists found at the top of the grid.

       wiki - part 4-4_html_m43746be2.png wiki - part 4-4_html_m10e185b2.png

  • Within the list, wiki - part 4-4_html_m2498b1b4.png found to the left of the filter or view indicates that it is the one currently in use.
  • If you are authorized to do so, you can click the wiki - part 4-4_html_615bfa5c.png icon found at the bottom of the list to modify a filter or view.

Grids with numerous columns

When a grid contains too many columns to fit into one page, page indicator dots wiki - part 4-4_html_m3aba096d.png displayed at the top of the grid enable you to move from one page to the next to display the non-visible columns.

The number of page indicator dots corresponds to the number of pages with columns.

       wiki - part 4-4_html_13ff40a6.png

       wiki - part 4-4_html_59cc78b.png

Drill-down functionality

The drill-down functionality remains identical to previous versions for views with grouping levels.

       wiki - part 4-4_html_m42b8cb57.png

Operating principle

  • You access the list of lower-level records by clicking the name of the current level.

       wiki - part 4-4_html_737eb078.png

  • When you click the #00x sequence number in a view with grouping levels, this will open the form of the record.

       wiki - part 4-4_html_m6c021dd3.png

       wiki - part 4-4_html_34b9b2a0.png

Display modes

The list to the left of the views enables you to select a display mode.

       wiki - part 4-5_html_m7a326d0c.png

Example documentation icon EN.png  Display mode: Pie chart

       wiki - part 4-5_html_m6c0213de.png

  • For Tree fields, the breadcrumb will appear below the title. You can return to a higher grouping level by clicking the name of the relevant level.

       wiki - part 4-5_html_3972cdc3.png

Selecting records

Click the relevant rows to select them.

The number of selected rows will appear at the top right of the grid.

       wiki - part 4-5_html_m6c8c00aa.png

Wizards

Wizards are displayed at the top right of the grid.

  • The most recently used ones are displayed as buttons. 
  • Click the wiki - part 4-5_html_6a525528.png icon to see the other wizards.

       wiki - part 4-5_html_5ec63ed1.png

Forms

Forms have been significantly revamped to maximize the information displayed and simplify their use.

General description

       wiki - part 5-0_html_569a6eac.png

Section Description
(1)Icon and name of the object
(2)
Used to open the form editor

wiki - part 5-0_html_1818ee57.png

(3)Wizard for creating new objects
(4)List of contextual wizards to the form
(5)Used to save modifications
(6)Summary of the form (most important information)
(7)Details tab: Detailed information on the object
(8)Discussion tab: List of discussions related to the object
(9)Related elements with information
(10)Related elements without any information

General operating principles

Save button

The [ SAVE ] button can have three statuses.

It is grayed out when no modifications have been madeIt is enabled once a field is modifiedIt is green while modifications are being saved
wiki - part 5-0_html_7260d554.pngwiki - part 5-0_html_m62bef1fc.png wiki - part 5-0_html_19ccc89.png

Data entry fields

The current data entry field is underlined in green as a visual cue for users.
         wiki - part 5-0_html_m63e0eed0.png

Simple fields:

You can enter data directly in the field.

Related fields (fields from another table, e.g. users in the Equipment form)

You can enter data in two ways:

  • In a popup window that displays a list of repository values:
    • In a simple field, click the wiki - part 5-0_html_4559521e.png icon that is displayed when the cursor moves over the object
               Example documentation icon EN.png You want to access the list of users from the Main User field.
                         wiki - part 5-0_html_m64426f3.png
                         wiki - part 5-0_html_389f14a0.png
    • In a Tree field, click the wiki - part 5-0_html_m6555cac7.png icon that is displayed when the cursor moves over the object
               Example documentation icon EN.png You want to access the hierarchy of locations from the Location field.
                         wiki - part 5-0_html_47360770.png
                         wiki - part 5-0_html_m900cdc.png
       
  • Via predictive entry once you have entered the first three characters:
             wiki - part 5-0_html_m87a1853.png

Displaying details

In related fields, the wiki - part 5-1_html_m1aeb6bd7.png icon is displayed when the cursor moves over the object. Click this icon to display the details of the object in a popup window that will appear to the right of the screen.

Note: In previous versions, when you clicked the magnifying glass icon, the form displaying the details of the object would open and replace the current window.

       wiki - part 5-1_html_m8fa10e3.png

  • Click x to close the popup window.
  • Click [ FULL DETAILS ] to open the form.

       wiki - part 5-1_html_m5d75a107.png
 

When you click the wiki - part 5-1_html_m1aeb6bd7.png icon in the Details popup window, nested windows will appear.

        Example documentation icon EN.png  Details on the location within the user popup window
         wiki - part 5-1_html_22218887.png
         wiki - part 5-1_html_4cccf9fc.png

  • wiki - part 5-1_html_m16ac565c.png is used to return to the previous popup window.
  • Click x to close all popup windows.

Adding new objects

You can use the wizard found at the top right of the list or form to add a new object.

       wiki - part 5-1_html_75ec5540.png

Summary of the form (overview)

The summary, found below the title, contains the most important information in the form.

  • By default, the first six fields of the form are displayed.
           wiki - part 5-1_html_66364bc1.png
  • You can customize the list of fields to be displayed when you open the form in Edit mode. Then you should fill in the Overview area.
             wiki - part 5-1_html_m372ffc45 - edit form.png
    • Select the query from the list of queries linked to the same table as the form.
    • Select the view dedicated to the overview of the form (you can either use the List view or you can create a new view).
               wiki - part 5-1_html_m372ffc45 - view Overview.png
    • The first fields in the view will automatically appear. The number of fields displayed depends on the width of the screen.
               wiki - part 5-1_html_66364bc1 - overview.png

Related elements

Versions prior to Oxygen

  • Related information was displayed in tabs.

       wiki - part 5-2_html_774e55ba.png

  • Within each tab, information appeared in grids.

       wiki - part 5-2_html_29bef766.png

  • You clicked wiki - part 5-2_html_m19151120.png in the tabs of certain related elements to add a new element.

       wiki - part 5-2_html_f1fabde.png

  • You clicked wiki - part 5-2_html_62c4fd0b.png in the tab of a related element to delete the related element or its link.

       wiki - part 5-2_html_m6f797a7e.png

Oxygen version

  • Related information is displayed in two tabs, depending on whether there is any data.
  • The Related Elements tab, permanently displayed next to the current form, shows related elements with up to four records.

       wiki - part 5-2_html_m66434f46.png

  • The More tab contains related elements without any information.

       wiki - part 5-2_html_m3f541350.png

  • Information on related elements is displayed in cards.

       wiki - part 5-2_html_m774c4e67.png

  • You can click each card to view its details.

       wiki - part 5-2_html_3af42d13.png

  • By default, four cards are displayed. The [ VIEW ALL ] button is used to display additional cards in a popup window.

       wiki - part 5-3_html_m5f3f06f4.png

       wiki - part 5-3_html_m7f74123e.png

  • You can click each card to view its details in another popup window.
    • wiki - part 5-3_html_m16ac565c.png is used to return to the previous popup window.
    • Click x to close all popup windows.
               wiki - part 5-3_html_m74681828.png
  • Use the New wizard found at the top of certain related elements to add a new element.

       wiki - part 5-3_html_m6852cbe6.png

  • Move the cursor over a card and click the trash icon to delete the related element or its link.

       wiki - part 5-3_html_7d5afe1c.png

Management of incidents, requests and tickets

The Incident/Request forms based on the SD_REQUEST table provide specific layouts with enhancements as compared with standard forms.

Functionalities specific to Incident/Request forms

Title field

A Title field has been added to the SD_REQUEST table. It is used to store the title of the incident/request.

Note: If you implemented the title via an available field in previous versions, you are not required to modify your configuration.

Merging of Operation and Transition actions

New menus have been implemented to simplify action management.

       wiki - part 6-0_html_1634ec.png

Counters in the notification bar redirect users to lists based on these new queries.

       wiki - part 6-0_html_m6ebfc846.png

Action timeline

The timeline is a new graphic display of the list of actions performed for a given incident/request.

       wiki - part 6-0_html_3eab64ba.png

Versions prior to Oxygen

Actions were displayed in a table whose columns were frozen. Because of this, important information based on the type of action was not always displayed.

  • wiki - part 6-0_html_m1aeb6bd7.png was used to view information on an action in a popup window.
  • You clicked wiki - part 6-0_html_m30de7f0d.png to open the form.

       wiki - part 6-0_html_m515ebf77.png

Oxygen version

Each entry in the timeline corresponds to one action = one row in the table in previous versions.

Information is no longer frozen but varies depending on the type of action. As a result, the most important information on each action is immediately visible.

       wiki - part 6-1_html_md5efd64.png

  • For Send Email actions, you can display all of the contents by clicking the arrow at the bottom of the action to expand the window.
             wiki - part 6-1_html_m1ec59336.png
             wiki - part 6-1_html_mca9e7e2.png
  • When you click the action icon in the timeline, its details will appear in a popup window.
    • Click x to close the popup window.
    • Click [ FULL DETAILS ] to open the form.
                wiki - part 6-1_html_m775dd8f1.png
                wiki - part 6-1_html_71278a3c.png
       

The timeline is divided into two sections:

  • To Do actions are found in the top half.
  • Completed actions are found in the bottom half. You can no longer modify them.
             wiki - part 6-1_html_5b595e52.png
     

You can access wizards in two ways:

  • Wizards globally applicable to the timeline are found at the top of the timeline. For example, you can save an action, suspend or open the processing of an incident/request.
             wiki - part 6-1_html_6cc2c92e.png
  • Wizards specific to each action that is uncompleted and assigned to a user or to one of the user's groups, are found within the action pane.
    • You can access the Transfer and Finish wizards easily because they are displayed as buttons. Click wiki - part 6-1_html_6a525528.png to access less recently used wizards.
    • You can enter a comment directly in the timeline.
               wiki - part 6-1_html_49bc9687.png

Full text search

You can now run a full text search directly from each Incident/Request form (based on the SD_REQUEST and AM_ACTION tables) by clicking wiki - part 6-2_html_m1facf0ab.png found in the right sidebar.

Its behavior is identical to that in versions prior to Oxygen.

       wiki - part 6-2_html_4f53f1b9.png

       wiki - part 6-2_html_133ee875.png

Section Description
(1)Used to place the search pane above or on the side of the current form
(2)Used to close the search pane
  • Search results are displayed in order of relevance.

       wiki - part 6-2_html_m6a64122c.png

  • Click one of the rows to display the form in a popup window.
    • Click x to close the popup window.
    • Click [ FULL DETAILS ] to open the form.
               wiki - part 6-2_html_m44d0c770.png

Management of tickets

The ticket process has been considerably simplified in Oxygen. It now uses the search functionality.

Creating a ticket

If users are returned by the search, buttons specific to the ticket will appear if you have the appropriate access rights.

        wiki - part 6-3_html_m14fb495f.png

Section Description
(1)Field used to run a search for users
(2)
Display the user's open tickets (keyboard shortcut Alt + S). The ticket list will be displayed.
  • You can click a ticket to reopen it.

    wiki - part 6-3_html_m2ccf9617.png

(3)
Create a ticket for the user (keyboard shortcut Alt + N)
  • You can enter a comment for the new ticket.
  • The [ CREATE ] button is used to access the Ticket form.

    wiki - part 6-3_html_m634a55a1.png

Description of the Ticket form

The functionalities available in this form are identical to those in versions prior to Oxygen.

       wiki - part 6-4_html_m13bf93c2.png

  • The form does not have any timeline. At this point in time, only the Ticket action is displayed.
  • The conditional display of news articles is enabled in the related elements.
  • You can run a full text search wiki - part 6-4_html_m1facf0ab.png using the title of the ticket.
             wiki - part 6-4_html_m6f326d4.png
    • The details of the corresponding knowledge article will appear in a popup window.
    • The [ USE FOR SOLUTION ] button enables you to close the ticket by copying the selected knowledge article to the Solution field.
               wiki - part 6-4_html_m6df0a1da.png

What's new in the core

License management

In previous versions, licenses could be acquired by module, e.g. Operation, Transition, etc.

This concept of module has been scrapped. Now, licenses are all global ones that encompass all modules.

New access management

The elimination of modules has an important impact on access management. It has been simplified and most access rights are now available on a single page.

       wiki - part 0-1_html_m55f13f0b.png

Section Description
(1)Name of the profile
(2)Options
(3)Used to access the master menu
(4)Used to define the profile menu
(5)Used to save modifications
(6)
Tree structure of menu items
  • Each last-level item can be displayed on a screen in List mode.
  • You can select or unselect the box to authorize or remove access to this screen.
  • When you select or unselect the box for a higher-level item, this will be applicable to all lower-level items.

    wiki - part 0-1_html_38ccf255.png

  • You can grant access rights to add and modify objects by selecting the box for each menu item.

    wiki - part 0-1_html_68b0e049.png

(7)Filters and views associated with the menu item.
  • Select the ones that this profile will be authorized to access.
(8)Wizards associated with the menu item.
  • Select the ones that this profile will be authorized to access.
(9)Related elements associated with the menu item (visible in tabs in the form.
  • Select the ones that this profile will be authorized to access.
(10)Conditional form presentations associated with the menu item.
  • Select the ones that this profile will be authorized to access.

Migration policy

Because license management and access management have both been revamped, they are no longer compatible with previous versions.

Former profiles configured in previous versions are still enabled but by default, all access rights have been assigned to them.

Caution: You should edit each profile and modify the access rights as required.

Tags:
Last modified by Christine Daussac on 2018/12/12 15:20
Created by Administrator XWiki on 2018/10/18 13:13

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