ServiceGrid Article - Portal Navigation Elements

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Contents

Overview

This document provides information about the navigation elements in the Cisco ServiceGrid Portal application.

Audience

This document is intended for users with administrator privileges as most of the elements discussed in the documents are related to administrator activities in the Cisco ServiceGrid Portal.
The term “User” used throughout this document indicates the users with administrator privileges.

Navigation Elements in Cisco ServiceGrid

Portal Administration

This section provides the administration functionalities related to the Cisco ServiceGrid Portal.
To view the navigation elements related to Portal Administration module, click the button PortalNav1new.PNG in the Portal interface.
NOTE: The functionalities added in the Portal Interface are customizable based on the user privileges and roles.
The following screen provides the user interface for an Administrator user role.

PortalNav2.PNG

Menu Administration

The Top Menu provides all the necessary functionalities that are assigned to a user. The following screen shows the functionalities assigned to an administrator user role.

PortalNav3.PNG

The elements that are provided under the Top Menu folder are as follows:

  • Current User - Indicates the current user.
  • Switch to SD2 - Enables the user to go to SD2 version of Cisco ServiceGrid.
  • Change Password - Enables the administrator to change the user passwords. For more details, see the article on Password Policy.
  • Logout - Enables the user to logout from current sessio.
  • Multisession - Provides multisession details. The user can see the multisession details from within the portal.

PortalNav4.PNG

  • Search - Searches and returns the results based on the values searched for.
  • Switch Language - Enables the administrator to choose other language. For more details, see the article on Multilanguage.
  • Switch Role - Enables the administrator to change the existing user role to a desired role.
  • Switch Timezone - Enables the administrator to change to a different time zone. For more details, see the article on Timezone.
  • SysInfo – Provides the system information to the administrator.

The administrator user is also provided with the activities as indicated in the following screen:

PortalNav5.PNG

Here are the details of the administrator activities:

  • Edit – Enables the user to edit the selected portal element.
  • Delete – Enables the user to delete the selected portal element.
  • Hide in Dashboard – Enables the user to hide the selected portal element from the dashboard.
  • Show in Dashboard – Enables the user to show the hidden portal element in the dashboard.
  • Add to Favorites – Enables the user to add the selected portal element to favorites menu.
  • Remove From Favorites – Enables the user to remove the selected portal element from favorites menu.
  • Bring to Front – Brings the selected portal element in front of the dashboard.
  • New Group – Enables the user to add a new group.
  • New Setup – Enables the user to add a new setup.
  • New Function – Enables the user to add a new function.
  • New URL – Enables the user to add a new URL.
  • New Document – Enables the user to add a new document.
  • New Call – Enables the user to add a new call.
  • Reload Window – Enables the user to refresh the window.

ServiceGrid System Administration

This section provides the administration functionalities related to Cisco ServiceGrid system.
To view the ServiceGrid Administration functionalities, click the button PotalNav26new.PNG from the Portal interface. The following screen shows the ServiceGrid based functionalities.

PortalNav6.PNG

  • Companies - Provides the company details. For more details, see the article Company.
  • Users - Provides the user details. For more details, see the article Users.
  • Organizations - Provides the organizations details. For more details, see the article Organizations.
  • Contracts - Provides the contract details. For more details, see the article Contracts.
  • Portal Administration - Provides the administration details such as users and roles.

Management, user permissions, setups and portalgroup management. For more information, see the Portal Administration section in this document. The following table provides the activities related to this functionality.

User Administration
PortalNav7.PNG
Enables the user to change the existing details.
PortalNav8.PNG
Enables the user to deleted the desired details.
PortalNav9.PNG
Enables the user to add new details.
PortalNav10.PNG
Selects all the records that are fetched from the database.
PortalNav11.PNG
Assigns call actions to roles.
PortalNav12.PNG
Enables the administrator to create new user roles.
PortalNav13.PNG
Unassigns call actions from role.
PortalNav14.PNG
Enables the administrator to set the default user role.
PortalNav15.PNG
Resets the custom layout. This button can be active if there are some custom layout setting changes and can be inactive for no changes.
PortalNav16.PNG
Resets the custom filter to its original stored value.
PortalNav17.PNG
Indicates that the user is provided with Read permissions.
PortalNav18.PNG
Provides write permissions to users.


  • Setups – Enables the administrator to create setup and manage the existing setups. For moredetails, see the article Setups.
  • Message Rules - Enables the administrator to search for the message rule details. For moredetails, see the article Message Rules.
  • Uploads - Enables the user to upload the selected file to the system. For more details, see the article Uploading Data.
  • Downloads - Enables the user to download the selected file from the system. For more details,see the article Downloading Data.
  • Queues Administration - Provides the administration tasks for Queues. For more details, see thearticle Queues.
  • Wizard - Provides the user with the Active SLA functionality in a new tab. For more details, seethe article Active SLA.
  • Radar – Provides the user with the Active SLA Radar functionality in a new tab. For more details, see the article Active SLA Radar.

Favorites Menu Administration

This section provides details about the portal functionalities that can be added under the classification of the Favorites Menu. The following screen provides the Favorites menu in the Portal interface.
To view Favorites screen, click the Portal Nav27new.PNG button in the Portal interface. The following screen shows the Favorites functionality.

PortalNav19.PNG

Here is the structure of the Favorites menu:

  • Favorites – All the portal elements/functionalities that are added to favorites are shown here.
  • Most Often Used – The portal functionalities that user accesses often are shown here.
  • Recently Used – The recently used portal functionalities are shown here.
  • Search History – The history of the searches that the user performs in the Portal are shown here.

The user can add any portal functionality to Favorites menu or remove the item from the menu.

  • PortalNav20.PNGIndicates that the element is added to favorites
  • PortalNav21.PNGIndicates that the element is removed from favorites.

PortalNav22.PNG

Page Views of Cisco ServiceGrid Portal

There are two different views of the Cisco ServiceGrid Portal:

  • Dashboard View
  • List View

Dashboard View

Cisco ServiceGrid Dashboard is the main page where the actual Portal activities are carried out. In the dashboard view, each user can view the Portal functionalities in separate windows. Clicking each window will give the full screen view of the selected functionality.
Click the Dashboard button at the bottom of the Portal screen to provide the user with the dashboard view of the Portal functionalities as shown in the following screen.
PortalNav23.PNG
Every user with similar set of privileges can have different views of the dashboard. The user can customize the dashboard functionalities. For example, an user can move any of the dashboard windows to any other position on the dashboard.
After the user makes any changes to the dashboard, the Sync button at the bottom of the Portal screen will be enabled to help the user synchronize the changes across systems.
The user can also reset the changes by clicking the Reset button at the bottom of the Portal screen.

List View

In addition to the dashboard view, the user is also provided with the list view functionality in the Cisco ServiceGrid Portal.
Click the List button at the bottom of the Portal screen to provide the user with the list view of the Portal functionalities as shown in the following screen.

PortalNav24.PNG

Other activities are similar to that of the dashboard view of the Portal application.


For a complete list of Cisco ServiceGrid Articles, go to the List of Articles page.

Related Articles

Portal

Portal Administration

Portal End User Interface

Portal Message Rules





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