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KACE Systems Management Appliance 14.1 Common Documents - KACE Service Desk Administrator Guide

About the KACE Service Desk Getting started
Configuring the appliance
Requirements and specifications Power-on the appliance and log in to the Administrator Console Access the Command Line Console Tracking configuration changes Configuring System-level and Admin-level General Settings Configure appliance date and time settings Managing user notifications Enable Two-Factor Authentication for all users Verifying port settings, NTP service, and website access Configuring network and security settings Configuring session timeout and auto-refresh settings Configuring locale settings Configuring the default theme Configure data sharing preferences About DIACAP compliance requirements Configuring Mobile Device Access Enable fast switching for organizations and linked appliances Linking Quest KACE appliances Configuring history settings Configuring Content Security Policy
Setting up and using labels to manage groups of items Configuring user accounts, LDAP authentication, and SSO Deploying the KACE Agent to managed devices Using Replication Shares Managing credentials Configuring assets
About the Asset Management component Using the Asset Management Dashboard About managing assets Adding and customizing Asset Types and maintaining asset information Managing Software assets Managing physical and logical assets Maintaining and using manual asset information Managing locations Managing contracts Managing licenses Managing purchase records
Setting up License Compliance Managing License Compliance Setting up Service Desk Configure the Cache Lifetime for Service Desk widgets Creating and managing organizations Importing and exporting appliance resources
Managing inventory
Using the Inventory Dashboard Using Device Discovery Managing device inventory
About managing devices Features available for each device management method About inventory information Tracking changes to inventory settings Managing inventory information Finding and managing devices Registering KACE Agent with the appliance Provisioning the KACE Agent Manually deploying the KACE Agent Using Agentless management Adding devices manually in the Administrator Console or by using the API Forcing inventory updates About Remote Control Managing MIA devices Obtaining Dell warranty information
Managing applications on the Software page Managing Software Catalog inventory
About the Software Catalog Viewing Software Catalog information Adding applications to the Software Catalog Managing License assets for Software Catalog applications Associate Managed Installations with Cataloged Software Using software metering Using Application Control Update or reinstall the Software Catalog
Managing process, startup program, and service inventory Writing custom inventory rules
Deploying packages to managed devices
Distributing software and using Wake-on-LAN Broadcasting alerts to managed devices Running scripts on managed devices Using Task Chains
Patching devices and maintaining security
Using the Security Dashboard About patch management Subscribing to and downloading patches Creating and managing patch schedules Managing patch inventory Managing Windows Feature Updates Managing Dell devices and updates Managing Linux package upgrades Manage quarantined file attachments
Using reports and scheduling notifications Monitoring devices
Getting started with monitoring Working with monitoring profiles Managing monitoring for devices Working with alerts
Using the Service Desk
Configuring Service Desk Using the Service Desk Dashboard Managing Service Desk tickets, processes, and reports
Overview of Service Desk ticket lifecycle Creating tickets from the Administrator Console and User Console Creating and managing tickets by email Viewing tickets and managing comments, work, and attachments Merging tickets Using the ticket escalation process Using Service Desk processes Using Ticket Rules Run Service Desk reports Archiving, restoring, and deleting tickets Managing ticket deletion
Managing Service Desk ticket queues About User Downloads and Knowledge Base articles Customizing Service Desk ticket settings Configuring SMTP email servers
Maintenance and troubleshooting
Maintaining the appliance Troubleshooting the appliance
Appendixes Glossary About us Legal notices

Approving tickets by email

Approving tickets by email

After ticket approval is configured, the designated ticket approver can send an email message to approve a ticket, add an approval note, or designate a different approver.

For details on changing tickets by email, see Creating and managing tickets by email. For a list of the fields used to change the approval fields, see Changing ticket approval fields using email.

Configuring SMTP email servers

Configuring SMTP email servers

You can configure your Service Desk to use SMTP email servers.

For instructions on setting up a POP3 email server, see Configuring email settings.

Connect your email server to the appliance

Connect your email server to the appliance

You can connect your email server to the appliance so that the Service Desk can receive email from your email server. The process for connecting depends entirely upon your email configuration.

If you are using Microsoft Exchange Server, see the Microsoft documentation on transport rules.

2.
Optional: Create a Virtual SMTP server. This is not necessary if you have an SMTP server.
4.
Select Administrative Groups > Connectors > appliance_HelpDesk to display the appliance_HelpDesk Properties page.
5.
Click General.
6.
Click Use DNS to route each address space on this connector.
The Local Bridgeheads section becomes available.
7.
Complete the Local Bridgeheads section:

Server

Virtual Server

your_exchange_servername

Default SMTP Virtual Server

8.
Click the Address Space tab.
9.
Click Add to add an address space for the appliance SMTP server. Use the following settings:
Type: SMTP
Address: Enter the fully qualified appliance server name. The syntax is k1000.mydomain.com.
Cost: Set this to one level above the other connectors. That way, appliance email is filtered first, and no appliance email inadvertently leaves the network.
10.
Under Connector scope, click Entire organization.
11.
Leave Allow messages to be relayed to these domains disabled.
12.
Click OK to save and close the appliance_HelpDesk Properties page.

Your email server is now connected to the appliance.

Using internal and external SMTP servers

Using internal and external SMTP servers

Depending on the needs of your environment, you can set up your email to go through the internal SMTP server or an external SMTP server.

The appliance includes an internal SMTP server. If most of the email traffic coming to the appliance is from and to your Service Desk staff, it might make sense to use this internal server. To set it up, see Use the internal SMTP server.

If all of your email must go through a specific external SMTP server, direct the appliance to use this server. See Use an external SMTP server or Secure SMTP server.

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