User Guide for Layton ServiceDesk
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<p align="right">[[File:btn_back_up.png|link=Main Page]] [[Main Page|<u>Back to Main Page</u>]]</p>  | <p align="right">[[File:btn_back_up.png|link=Main Page]] [[Main Page|<u>Back to Main Page</u>]]</p>  | ||
| − | =  | + | =Overview=  | 
| − | + | This user guide lists '''[[User Guide for Layton ServiceDesk#FAQs|FAQs]]''' and '''[[User Guide for Layton ServiceDesk#Troubleshooting|troubleshooting]]''' articles ahead of the '''[[User Guide for Layton ServiceDesk#Table of Contents|main user guide articles]]'''. '''[[User Guide for Layton ServiceDesk#Workflows|Workflows]]''' detail configurations for specific purposes and '''[[User Guide for Layton ServiceDesk#Reports|Reports]]''' lists additional report configurations.  | |
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| − | Layton ServiceDesk   | + | |
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=FAQs=  | =FAQs=  | ||
| − | *[[Layton   | + | *[[Layton ServiceDesk - Procedures - General - Sending Log Files to Support|Sending Log Files to Support]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Procedures - General - Sending Log Files to Support - Application Log|Application Log]]  | 
| − | *[[Layton   | + | ***[[Layton ServiceDesk - Procedures - General - Sending Log Files to Support - Application Log - Truncated|Application Log - Truncated]]  | 
| − | *[[Layton   | + | ***[[Layton ServiceDesk - Procedures - General - Sending Log Files to Support - Application Log - Full|Application Log - Full]]  | 
| − | *[[NTLM (Auto) Login]]  | + | **[[Layton ServiceDesk - Procedures - General - Sending Log Files to Support - LDAP Import Log|LDAP Import Log]]  | 
| − | *[[  | + | *[[Layton ServiceDesk - Procedures - General - Sending your Database to Support|Sending your Database to Support]]  | 
| − | *[[  | + | *[[Layton ServiceDesk - Procedures - General - Sending Incoming Email Samples to Support|Sending Incoming Email Samples to Support]]  | 
| − | *[[System Requirements   | + | *[[Layton ServiceDesk - Procedures - General - How to Find the Version Number|How to Find the Version Number]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Procedures - General - How to Find the Type of SQL Database in Use|How to Find the Type of SQL Database in Use]]  | 
| − | *[[  | + | *[[Layton ServiceDesk - FAQ - Manual SQL Connection|Manual SQL Connection]]  | 
| − | *[[  | + | *[[Layton ServiceDesk - FAQ - NTLM (Auto) Login|NTLM (Auto) Login]]  | 
| + | *[[Layton ServiceDesk - FAQ - Manual Login|Manual Login]]  | ||
| + | *[[Layton ServiceDesk - FAQ - User Deletion|User Deletion]]  | ||
| + | *[[Layton ServiceDesk - FAQ - System Requirements|System Requirements]]  | ||
| + | *[[Layton ServiceDesk - FAQ - Active Directory Field Mapping|Active Directory Field Mapping]]  | ||
| + | *[[Layton ServiceDesk - FAQ - Database Schema|Database Schema]]  | ||
| + | *[[Layton ServiceDesk - FAQ - LaytonUser1 Configuration|LaytonUser1 Configuration]]  | ||
*[http://laytontechnology.com/privacy-statement/ Privacy Statement]  | *[http://laytontechnology.com/privacy-statement/ Privacy Statement]  | ||
=Troubleshooting=  | =Troubleshooting=  | ||
| − | *[[Layton   | + | *Installation  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Troubleshooting - Installer Stops Instantly|Installer Stops Instantly]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Troubleshooting - Installer Stops After Database Tool Procedure|Installer Stops After Database Tool Procedure]]  | 
| + | **[[Layton ServiceDesk - Troubleshooting - Installer Almost Finishes, Then Rolls Back (Error 1603)|Installer Almost Finishes, Then Rolls Back (Error 1603)]]  | ||
| + | **[[Layton ServiceDesk - Troubleshooting - The specified path '' is unavailable|The specified path <nowiki>''</nowiki> is unavailable]]  | ||
| + | **[[Layton ServiceDesk - Troubleshooting - Creating an Installer Log|Creating an Installer Log]]  | ||
| + | *LaytonServiceDesk Service  | ||
| + | **[[Layton ServiceDesk - Troubleshooting - Change Service Account|Change Service Account]]  | ||
| + | **[[Layton ServiceDesk - Troubleshooting - Manually Reinstall Service|Manually Reinstall Service]]  | ||
*Can't Launch the Application  | *Can't Launch the Application  | ||
| − | **[[Layton   | + | **[[Layton ServiceDesk - Errors - HTTP Error 404 - File or Directory Not Found|HTTP Error 404 - File or Directory Not Found]]  | 
| − | **[[Layton   | + | **[[Layton ServiceDesk - Errors - HTTP Error 500.19 - Internal Server Error|HTTP Error 500.19 - Internal Server Error]]  | 
| − | **[[Layton   | + | **[[Layton ServiceDesk - Errors - Server Error in '/' Application|Server Error in '/' Application]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Errors - System.Security.SecurityException|System.Security.SecurityException]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Errors - Configuration Error|Configuration Error]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Errors - Cannot open database "LaytonServiceDesk" requested by the login|Cannot open database "LaytonServiceDesk" requested by the login]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Troubleshooting - Can't Login|Can't Login]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Troubleshooting - Can't Login - Access is denied, Error message 401.2|Access is denied, Error message 401.2]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Troubleshooting - Can't Login - Not Registered|Not Registered]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Troubleshooting - Can't Login - Windows Authentication Prompt|Windows Authentication Prompt]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Troubleshooting - Can't Login - 401 Unauthorized on Auto Login|401 Unauthorized on Auto Login]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Troubleshooting - Can't Login - Evaluation Period Expired|Evaluation Period Expired]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Troubleshooting - Your login has timed out or you have tried to access a page directly without logging in|Your login has timed out or you have tried to access a page directly without logging in]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Troubleshooting - License Renewal Page Opens on Login|License Renewal Page Opens on Login]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Troubleshooting - Broken Page, LaytonServiceDeskAppPool Message|Broken Page, ''LaytonServiceDeskAppPool'' Message]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Troubleshooting - Can't Login - IIS Anonymous Authentication Enabled|IIS Anonymous Authentication Enabled]]  | 
| − | *[[Layton   | + | *Email  | 
| + | **[[Layton ServiceDesk - Troubleshooting - POP ERR Command is not valid in this state|POP ERR Command is not valid in this state]]  | ||
| + | **[[Layton ServiceDesk - Troubleshooting - SmtpException|SmtpException (5.7.1 Unable to relay)]]  | ||
| + | **[[Layton ServiceDesk - Troubleshooting - Outgoing Email Stops|Outgoing Email Stops]]  | ||
| + | **[[Layton ServiceDesk - Troubleshooting - Incoming Email Stops|Incoming Email Stops]]  | ||
| + | **[[Layton ServiceDesk - Troubleshooting - Incoming Email Overload|Incoming Email Overload]]  | ||
| + | *[[Layton ServiceDesk - Troubleshooting - Backup|Backup]]  | ||
| + | *[[Layton ServiceDesk - Troubleshooting - Disaster Recovery|Disaster Recovery]]  | ||
| + | *[[Layton ServiceDesk - Troubleshooting - Internet Explorer Display Issues|Internet Explorer Display Issues]]  | ||
| + | *[[Layton ServiceDesk - Troubleshooting - Can't See Any Requests|Can't See Any Requests]]  | ||
| + | *[[Layton ServiceDesk - Troubleshooting - Can't Assign Specific Analysts|Can't Assign Specific Analysts]]  | ||
| + | *[[Layton ServiceDesk - Troubleshooting - Failed to Save Data|Failed to Save Data]]  | ||
| + | *[[Layton ServiceDesk - Troubleshooting - Attachments Didn't Migrate from HelpBox to Layton ServiceDesk|Attachments Didn't Migrate from HelpBox to Layton ServiceDesk]]  | ||
| + | *[[Layton ServiceDesk - Troubleshooting - LDAP Import Stops After Reconfiguring LDAP Server Connection|LDAP Import Stops After Reconfiguring LDAP Server Connection]]  | ||
| + | *[[Layton ServiceDesk - Troubleshooting - Images Not Displayed or File Links Broken|Images Not Displayed or File Links Broken]]  | ||
| + | *Reporting  | ||
| + | **[[Layton ServiceDesk - Troubleshooting - PDF Report Not Attached to Scheduled Report Email|PDF Report Not Attached to Scheduled Report Email]]  | ||
| + | **[[Layton ServiceDesk - Troubleshooting - Duplicate Scheduled Report Emails|Duplicate Scheduled Report Emails]]  | ||
| + | *[[Layton ServiceDesk - Troubleshooting - Large Attachments|Large Attachments]]  | ||
| + | *[[Layton ServiceDesk - Troubleshooting - Date Format Not Displaying Correctly|Date Format Not Displaying Correctly]]  | ||
| + | *[[Layton ServiceDesk - Troubleshooting - Manual Application Uninstallation|Manual Application Uninstallation]]  | ||
=Table of Contents=  | =Table of Contents=  | ||
| − | |||
==Installation==  | ==Installation==  | ||
| − | *[[Layton   | + | *[[Layton ServiceDesk - System Requirements|System Requirements]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Pre-Installation Procedure|Pre-Installation Procedure]]  | 
| − | + | *Database Installation Tool  | |
| − | + | **[[Layton ServiceDesk - Installation - Which Method to Use?|Which Method to Use?]]  | |
| − | + | **Install New Database  | |
| − | + | ***[[Layton ServiceDesk - Installation - New Installation|New Installation]]  | |
| − | + | ***[[Layton ServiceDesk - Installation - New Installation - Install New Database|Install New Database Procedure]]  | |
| − | *[[Layton   | + | **HelpBox Migration Options  | 
| − | + | ***[[Layton_ServiceDesk - Installation - Upgrade Database|Upgrade Database]]  | |
| − | + | ***[[Layton ServiceDesk - Installation - Copy Form Design|Copy Form Design]]  | |
| − | + | **[[Layton ServiceDesk - Installation - Connect to Existing Database|Connect to Existing Database]]  | |
| − | + | **[[Layton ServiceDesk - Installation - Clean Reinstallation|Clean Reinstallation]]  | |
| − | + | **[[Layton ServiceDesk - Installation - Migration|Migration]]  | |
| − | *[[Layton   | + | ***[[Layton ServiceDesk - Installation - Migration - Application Only|Application Only]]  | 
| − | *[[Layton   | + | ***[[Layton ServiceDesk - Installation - Migration - Application Only (Direct Update to Latest Version)|Application Only (Direct Update to Latest Version)]]  | 
| − | + | ***[[Layton ServiceDesk - Installation - Migration - Application and Database|Application and Database]]  | |
| − | *[[  | + | ***[[Layton ServiceDesk - Installation - Migration - Database Only|Database Only]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Installation - Test Installation|Test Installation]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Installation - Special Notes|Special Notes]]  | 
| − | *[[Layton   | + | ***[[Layton ServiceDesk - Installation - Special Notes - Turn Off Friendly HTTP Error Messages|Turn Off Friendly HTTP Error Messages]]  | 
| − | *[[Layton   | + | ***[[Layton ServiceDesk - Pre-Installation - SQL & Windows Authentication|SQL & Windows Authentication]]  | 
| − | *[[Layton   | + | ***[[Layton ServiceDesk - Pre-Installation - ASP.NET Configuration|ASP.NET Configuration]]  | 
| − | |  | + | ***[[Layton ServiceDesk - Installation - Special Notes - IIS 6 Management Compatibility|Installer Instantly Stops on Windows Server 2008]]  | 
| − | *[[Layton   | + | ***[[Layton ServiceDesk - Installation - Special Notes - Increase Service Startup Timeout|Installer Can't Start Service, Rolls Back]]  | 
| − | **[[Layton   | + | ***[[Layton ServiceDesk - Installation - Special Notes - Incorrect Date Format for Non-US Countries|Incorrect Date Format for Non-US Countries]]  | 
| + | ***[[Layton ServiceDesk - Troubleshooting - Application Timeout|Application Timeout]]  | ||
==Concepts==  | ==Concepts==  | ||
| − | *[[Layton   | + | *[[Layton ServiceDesk - System Overview|System Overview]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Flow Diagram|Flow Diagram]]  | 
==Configuring the System==  | ==Configuring the System==  | ||
| − | *[[Layton   | + | *[[Layton ServiceDesk - Configuring the System - Introduction|Introduction]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Configuring the System - Analyst, Analyst Groups & CAB Groups|Analyst, Analyst Groups & CAB Groups]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Configuring the System - End Users|End Users]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Configuring the System - Create and Define Libraries|Create and Define Libraries]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Configuring the System - Data Design|Data Design]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Configuring the System - Form Design|Form Design]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Configuring the System - List of Forms|List of Forms]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Configuring the System - Quick Info Design|Quick Info Design]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Configuring the System - Default List Views|Default List Views]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Configuring the System - Solution Base|Solution Base]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Configuring the System - Analyst Settings|Analyst Settings]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Configuring the System - Surveys|Surveys]]  | 
| + | *[[Layton ServiceDesk - Configuring the System - Searching|Searching]]  | ||
==Using the System==  | ==Using the System==  | ||
| − | + | ===Using the System (Analyst)===  | |
| − | + | *[[Layton ServiceDesk - Dashboard|Dashboard]]  | |
| − | + | *[[Layton ServiceDesk - System Access and Menu|System Access and Menu]]  | |
| − | + | *[[Layton ServiceDesk - Whiteboard|Whiteboard]]  | |
| − | + | *Logging a New Request  | |
| − | *[[Layton   | + | **[[Layton ServiceDesk - Logging a New Request Using the Web Interface|Using the Web Interface]]  | 
| − | *[[Layton   | + | **[[Layton ServiceDesk - Logging a New Request from Email|From Email]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Viewing and Editing Requests|Viewing and Editing Requests]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Logging a New Problem|Logging a New Problem]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Logging a New Change|Logging a New Change]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Logging a New Task|Logging a New Task]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Implementing Project Management|Implementing Project Management]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Assets|Assets]]  | 
| − | |  | + | *[[Layton ServiceDesk - Calendar|Calendar]]  | 
| − | + | ||
| − | + | ===Using the System (End User)===  | |
| − | + | *[[Layton ServiceDesk - Using Layton ServiceDesk - End User - Interface|Interface]]  | |
| − | + | *[[Layton ServiceDesk - Using Layton ServiceDesk (End User) - Lodging a New Request Via Email|Lodging a New Request Via Email]]  | |
| − | + | *[[Layton ServiceDesk - Using Layton ServiceDesk (End User) - Lodging a New Request Via the Web Interface|Lodging a New Request Via the Web Interface]]  | |
| − | *[[Layton   | + | |
| − | *[[Layton   | + | ===Reporting===  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Reporting - Overview|Overview]]  | 
| − | + | *[[Layton ServiceDesk - Reporting - Creating Custom Reports|Creating Custom Reports]]  | |
| − | + | *[[Layton ServiceDesk - Reporting - Creating Charts|Creating Charts]]  | |
| − | + | *[[Layton ServiceDesk - Reporting - Report Design Layout|Report Design Layout & Extra Functions]]  | |
| − | + | *[[Layton ServiceDesk - Reporting - Scheduling Reports|Scheduling Reports]]  | |
| − | + | ||
| − | + | ==Administration Page==  | |
| − | *[[Layton   | + | ====General Settings====  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - General Settings - Request Settings|Request Settings]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - General Settings - Problem Settings|Problem Settings]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - General Settings - Change Settings|Change Settings]]  | 
| − | |  | + | *[[Layton ServiceDesk - General Settings - Auto Assignment Options|Auto Assignment Options]]  | 
| + | *[[Layton ServiceDesk - General Settings - Business Rules|Request Business Rules]]  | ||
| + | *[[Layton ServiceDesk - General Settings - Business Rules|Problem Business Rules]]  | ||
| + | *[[Layton ServiceDesk - General Settings - Business Rules|Change Business Rules]]  | ||
| + | *[[Layton ServiceDesk - General Settings - Security|Security]]  | ||
| + | *[[Layton ServiceDesk - General Settings - Survey|Survey]]  | ||
| + | *[[Layton ServiceDesk - General Settings - Default Closed Periods|Default Closed Periods]]  | ||
| + | *[[Layton ServiceDesk - General Settings - Default Working Hours|Default Working Hours]]  | ||
| + | |||
| + | ====Utilities====  | ||
| + | *[[Layton ServiceDesk - Utilities - LDAP Import End User|LDAP (Active Directory) Import End User]]  | ||
| + | *[[Layton ServiceDesk - Utilities - Import Analyst (LDAP)|LDAP (Active Directory) Import Analyst]]  | ||
| + | *[[Layton ServiceDesk - Utilities - Import End User (CSV & TXT)|Import End User (CSV & TXT)]]  | ||
| + | *[[Layton ServiceDesk - Utilities - Export Data|Export Data]]  | ||
| + | *[[Layton ServiceDesk - Utilities - Request Export XML|Request Export XML]]  | ||
| + | *[[Layton ServiceDesk - Utilities - Purging|Purging]]  | ||
| + | *[[Layton ServiceDesk - Utilities - Clear Down Database|Clear Down Database]]  | ||
| + | |||
| + | ====System Settings====  | ||
| + | *[[Layton ServiceDesk - Settings - System Settings - Application Settings|Application Settings]]  | ||
| + | *[[Layton ServiceDesk - Settings - System Settings - Database Connection|Database Connection]]  | ||
| + | *[[Layton ServiceDesk - Settings - System Settings - Application Terms|Application Terms]]  | ||
| + | *[[Layton ServiceDesk - Settings - System Settings - Application Font|Application Font]]  | ||
| + | *[[Layton ServiceDesk - Settings - System Settings - Email Server Settings|Email Server Settings]]  | ||
| + | *[[Layton ServiceDesk - Settings - System Settings - Exchange Online Settings|Exchange Online Settings]]  | ||
| + | *[[Layton ServiceDesk - Settings - System Settings - AuditWizard|AuditWizard]]  | ||
| + | *[[Layton ServiceDesk - Settings - System Settings - License Information|License Information]]  | ||
| + | |||
| + | ====Libraries====  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Request Classes|Request Classes]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Request Types|Request Types]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Request Statuses|Request Statuses]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Request Templates|Request Templates]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Task Types|Task Types]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Priority|Priority]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Problem Statuses|Problem Statuses]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Change Statuses|Change Statuses]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Change Types|Change Types]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Change Request Types|Change Request Types]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Services|Services]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Impact|Impact]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Urgency|Urgency]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Email Keywords|Email Keywords]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Email Settings & Bodies|Email Settings & Bodies]]  | ||
| + | **[[Layton ServiceDesk - Settings - Libraries - Email Settings & Bodies - List|List of Notifications]]  | ||
| + | **[[Layton ServiceDesk - Settings - Libraries - Email Settings & Bodies - Editing|Editing]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Email Filter|Email Filter]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Cost Items|Cost Items]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Drop Down Lists|Drop Down Lists]]  | ||
| + | *[[Layton ServiceDesk - Settings - Libraries - Brands|Brands]]  | ||
| + | |||
| + | ====Company Structure====  | ||
| + | *[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst|Manage Analyst]]  | ||
| + | *[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst Group|Manage Analyst Group]]  | ||
| + | *[[Layton ServiceDesk - Settings - Company Structure - Manage End User|Manage End User]]  | ||
| + | *[[Layton ServiceDesk - Settings - Company Structure - Manage Department|Manage Department]]  | ||
| + | *[[Layton ServiceDesk - Settings - Company Structure - Manage Site|Manage Site]]  | ||
| + | *[[Layton ServiceDesk - Settings - Company Structure - Manage Company|Manage Company]]  | ||
| + | *[[Layton ServiceDesk - Settings - Company Structure - Manage CAB Group|Manage CAB Group]]  | ||
| + | *[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst Absence Approver|Manage Analyst Absence Approver]]  | ||
| + | *[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst Absence Types|Manage Analyst Absence Types]]  | ||
| + | *[[Layton ServiceDesk - Settings - Company Structure - Analyst Availability Server|Analyst Availability Server]]  | ||
| + | |||
| + | ====Data Design====  | ||
| + | *[[Layton ServiceDesk - Configuring the System - Data Design|Task Data]]  | ||
| + | *[[Layton ServiceDesk - Configuring the System - Data Design|Request Data]]  | ||
| + | *[[Layton ServiceDesk - Configuring the System - Data Design|Problem Data]]  | ||
| + | *[[Layton ServiceDesk - Configuring the System - Data Design|Change Data]]  | ||
| + | *[[Layton ServiceDesk - Configuring the System - Data Design|Analyst Data]]  | ||
| + | *[[Layton ServiceDesk - Configuring the System - Data Design|End User Data]]  | ||
| + | *[[Layton ServiceDesk - Configuring the System - Data Design|Company Data]]  | ||
| + | *[[Layton ServiceDesk - Configuring the System - Data Design|Department Data]]  | ||
| + | *[[Layton ServiceDesk - Configuring the System - Data Design|Site Data]]  | ||
| + | *[[Layton ServiceDesk - Configuring the System - Data Design|Solution Data]]  | ||
| + | *[[Layton ServiceDesk - Configuring the System - Data Design|Priority Data]]  | ||
| + | *[[Layton ServiceDesk - Configuring the System - Data Design|Survey Data]]  | ||
| + | |||
| + | ====Global List View====  | ||
| + | *[[Layton ServiceDesk - Settings - Global List View - Default Request|Default Request]]  | ||
| + | *[[Layton ServiceDesk - Settings - Global List View - Default Select End User|Default Select End User]]  | ||
| + | *[[Layton ServiceDesk - Settings - Global List View - Default Survey|Default Survey]]  | ||
| + | *[[Layton ServiceDesk - Settings - Global List View - End User Request|End User Request]]  | ||
| + | *[[Layton ServiceDesk - Settings - Global List View - Copy List Views From Default|Copy List Views From Default]]  | ||
| + | *[[Layton ServiceDesk - Settings - Global List View - Copy List Views To Default|Copy List Views To Default]]  | ||
| + | |||
| + | ====Form Design====  | ||
| + | *[[Layton ServiceDesk - Settings - Form Design - Change|Change]]  | ||
| + | *[[Layton ServiceDesk - Settings - Form Design - Department|Department]]  | ||
| + | *[[Layton ServiceDesk - Settings - Form Design - Login|Login]]  | ||
| + | *[[Layton ServiceDesk - Settings - Form Design - Survey|Survey]]  | ||
| + | *[[Layton ServiceDesk - Settings - Form Design - Search Surveys|Search Surveys]]  | ||
| + | *[[Layton ServiceDesk - Settings - Form Design - Search End User|Search End User]]  | ||
| + | *[[Layton ServiceDesk - Settings - Form Design - Banner|Banner]]  | ||
| + | *[[Layton ServiceDesk - Settings - Form Design - Settings|Settings]]  | ||
| + | *[[Layton ServiceDesk - Settings - Form Design - End User Request|End User Request]]  | ||
| + | *[[Layton ServiceDesk - Settings - Form Design - Analyst Request|Analyst Request]]  | ||
| + | *[[Layton ServiceDesk - Settings - Form Design - Copy Request Forms|Copy Request Forms]]  | ||
| − | ==  | + | ==Workarounds==  | 
| − | + | *[[Layton ServiceDesk - Workarounds - Global Reset User Password|Global Reset User Password]]  | |
| − | + | *[[Layton ServiceDesk - Workarounds - Global Assign to Specific Analyst Group|Global Assign to Specific Analyst Group]]  | |
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=Workflows=  | =Workflows=  | ||
| − | *[[Layton   | + | *[[Layton ServiceDesk - Workflows - Allowing End Users to Close Requests|Allowing End Users to Close Requests]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Workflows - Configuring Automatic Assignment from Incoming Email Using Keywords|Configuring Automatic Assignment from Incoming Email Using Keywords]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Workflows - Restricting Analyst and End User Access to Request Types|Restricting Analyst and End User Access to Request Types]]  | 
| − | *[[Layton   | + | *[[Layton ServiceDesk - Workflows - Enabling Change Management for End Users|Enabling Change Management for End Users]]  | 
| + | *[[Layton ServiceDesk - Workflows - Add Solution Tab to End User Request Form|Add Solution Tab to End User Request Form]]  | ||
| + | *[[Layton ServiceDesk - Workflows - Set Default Priority for All Requests|Set Default Priority for All Requests]]  | ||
| + | *[[Layton ServiceDesk - Workflows - Standard Settings Analyst|Standard Settings Analyst]]  | ||
| + | *[[Layton ServiceDesk - Workflows - Disabling a Request Class|Disabling a Request Class]]  | ||
| + | *[[Layton ServiceDesk - Workflows - Bulk Change Email Domain|Bulk Change Email Domain]]  | ||
| + | *[[Layton ServiceDesk - Workflows - Export Request Data|Export Request Data]]  | ||
| + | *[[Layton ServiceDesk - Workflows - Change Length of User-Defined Field|Change Length of User-Defined Field]]  | ||
| + | *[[Layton ServiceDesk - Workflows - Migrate Limited Request Data from One Database to Another|Migrate Limited Request Data from One Database to Another]]  | ||
| + | *[[Layton ServiceDesk - Workflows - Processing Emails from Automated Systems|Processing Emails from Automated Systems]]  | ||
=Reports=  | =Reports=  | ||
*[[Layton ServiceDesk - Reports - Requests Logged Over the Weekend|Requests Logged Over the Weekend]]  | *[[Layton ServiceDesk - Reports - Requests Logged Over the Weekend|Requests Logged Over the Weekend]]  | ||
<p align="right">[[File:btn_back_up.png|link=Main Page]] [[Main Page|<u>Back to Main Page</u>]]</p>  | <p align="right">[[File:btn_back_up.png|link=Main Page]] [[Main Page|<u>Back to Main Page</u>]]</p>  | ||
Latest revision as of 06:06, 10 September 2025
[edit] Overview
This user guide lists FAQs and troubleshooting articles ahead of the main user guide articles. Workflows detail configurations for specific purposes and Reports lists additional report configurations.
[edit] FAQs
- Sending Log Files to Support
 - Sending your Database to Support
 - Sending Incoming Email Samples to Support
 - How to Find the Version Number
 - How to Find the Type of SQL Database in Use
 - Manual SQL Connection
 - NTLM (Auto) Login
 - Manual Login
 - User Deletion
 - System Requirements
 - Active Directory Field Mapping
 - Database Schema
 - LaytonUser1 Configuration
 - Privacy Statement
 
[edit] Troubleshooting
- Installation
 - LaytonServiceDesk Service
 - Can't Launch the Application
 - Can't Login
- Access is denied, Error message 401.2
 - Not Registered
 - Windows Authentication Prompt
 - 401 Unauthorized on Auto Login
 - Evaluation Period Expired
 - Your login has timed out or you have tried to access a page directly without logging in
 - License Renewal Page Opens on Login
 - Broken Page, LaytonServiceDeskAppPool Message
 - IIS Anonymous Authentication Enabled
 
 - Backup
 - Disaster Recovery
 - Internet Explorer Display Issues
 - Can't See Any Requests
 - Can't Assign Specific Analysts
 - Failed to Save Data
 - Attachments Didn't Migrate from HelpBox to Layton ServiceDesk
 - LDAP Import Stops After Reconfiguring LDAP Server Connection
 - Images Not Displayed or File Links Broken
 - Reporting
 - Large Attachments
 - Date Format Not Displaying Correctly
 - Manual Application Uninstallation
 
[edit] Table of Contents
[edit] Installation
- System Requirements
 - Pre-Installation Procedure
 - Database Installation Tool
- Which Method to Use?
 - Install New Database
 - HelpBox Migration Options
 - Connect to Existing Database
 - Clean Reinstallation
 - Migration
 - Test Installation
 - Special Notes
 
 
[edit] Concepts
[edit] Configuring the System
- Introduction
 - Analyst, Analyst Groups & CAB Groups
 - End Users
 - Create and Define Libraries
 - Data Design
 - Form Design
 - List of Forms
 - Quick Info Design
 - Default List Views
 - Solution Base
 - Analyst Settings
 - Surveys
 - Searching
 
[edit] Using the System
[edit] Using the System (Analyst)
- Dashboard
 - System Access and Menu
 - Whiteboard
 - Logging a New Request
 - Viewing and Editing Requests
 - Logging a New Problem
 - Logging a New Change
 - Logging a New Task
 - Implementing Project Management
 - Assets
 - Calendar
 
[edit] Using the System (End User)
[edit] Reporting
- Overview
 - Creating Custom Reports
 - Creating Charts
 - Report Design Layout & Extra Functions
 - Scheduling Reports
 
[edit] Administration Page
[edit] General Settings
- Request Settings
 - Problem Settings
 - Change Settings
 - Auto Assignment Options
 - Request Business Rules
 - Problem Business Rules
 - Change Business Rules
 - Security
 - Survey
 - Default Closed Periods
 - Default Working Hours
 
[edit] Utilities
- LDAP (Active Directory) Import End User
 - LDAP (Active Directory) Import Analyst
 - Import End User (CSV & TXT)
 - Export Data
 - Request Export XML
 - Purging
 - Clear Down Database
 
[edit] System Settings
- Application Settings
 - Database Connection
 - Application Terms
 - Application Font
 - Email Server Settings
 - Exchange Online Settings
 - AuditWizard
 - License Information
 
[edit] Libraries
- Request Classes
 - Request Types
 - Request Statuses
 - Request Templates
 - Task Types
 - Priority
 - Problem Statuses
 - Change Statuses
 - Change Types
 - Change Request Types
 - Services
 - Impact
 - Urgency
 - Email Keywords
 - Email Settings & Bodies
 - Email Filter
 - Cost Items
 - Drop Down Lists
 - Brands
 
[edit] Company Structure
- Manage Analyst
 - Manage Analyst Group
 - Manage End User
 - Manage Department
 - Manage Site
 - Manage Company
 - Manage CAB Group
 - Manage Analyst Absence Approver
 - Manage Analyst Absence Types
 - Analyst Availability Server
 
[edit] Data Design
- Task Data
 - Request Data
 - Problem Data
 - Change Data
 - Analyst Data
 - End User Data
 - Company Data
 - Department Data
 - Site Data
 - Solution Data
 - Priority Data
 - Survey Data
 
[edit] Global List View
- Default Request
 - Default Select End User
 - Default Survey
 - End User Request
 - Copy List Views From Default
 - Copy List Views To Default
 
[edit] Form Design
- Change
 - Department
 - Login
 - Survey
 - Search Surveys
 - Search End User
 - Banner
 - Settings
 - End User Request
 - Analyst Request
 - Copy Request Forms
 
[edit] Workarounds
[edit] Workflows
- Allowing End Users to Close Requests
 - Configuring Automatic Assignment from Incoming Email Using Keywords
 - Restricting Analyst and End User Access to Request Types
 - Enabling Change Management for End Users
 - Add Solution Tab to End User Request Form
 - Set Default Priority for All Requests
 - Standard Settings Analyst
 - Disabling a Request Class
 - Bulk Change Email Domain
 - Export Request Data
 - Change Length of User-Defined Field
 - Migrate Limited Request Data from One Database to Another
 - Processing Emails from Automated Systems