The configuration menu on Integria IMS redirects to the general configuration screen for the application. The menu on the left includes other features we call System Tools. We'll detail both, one as Configuration Options (the tabs inside the setup section) and the other as System Tools (menu options).
These sections are restricted and only the user marked as admin can access these settings.
In the General Configuration section different general aspects of Integria IMS can be configured.
By activating the HTTPS protocol and increasing security in the transport layers it will be necessary to add a verification of the OpenSSL certificate by adding the following line in the php.ini file:
In this section some of the options that define the general appearance of the system may be configured. You can modify the following options:
Managing the password policy excludes users considered administrators. It's an Enterprise feature.
This configuration can be general or group-specific, so it will be necessary to configure it when editing each group:
In the email configuration section many aspects referring to the emails that Integria IMS sends automatically on various occasions can be configured. SMTP protocol is used for email sending. For example, when changes are made on a ticket or an SLA is not met. POP/IMAP protocol is used to manage incoming tickets. This last option is only necessary if you want to manage the replies for emails or ticket creating via email.
In this section you may also change global paramaters for emails such as headers, footers, send address, notification period, etc.
Credentials and data are defined in order to connect to your SMTP server. If left blank, the system will try to create a local mail system on the same device on which Integria is running (generally sendmail or an equivalent).
Important: Try not to use the IMAP/POP account of any internal Integria IMS user, as this may cause some strange behavior when creating and updating tickets in Integria IMS.
Integria queues emails which are then sent (by default) every five minutes (integria cron) by a maintenance script. To adjust this behavior there are a series of special paramaters, alongside a queue manager for pending outgoing messages.
* **Message Header**: sets the header for the message that will be sent through the automatic process on Integria IMS. It does not support macros. * **Message Footer**: footer for the message that will be sent through the automatic process on Integria IMS. It may be left blank, as can the header. It's sent as plain text (simple ASCII).
This system allows viewing of those messages that are pending delivery and their status. Plus, here we can delete the current queue and/or resend those email marked as invalid.
This section is meant to be able to edit message templates that Integria will use to compose emails as well as “subject” templates for messages. Message templates are generic and are used for all groups.
To edit a template choose one and click on the “edit” button. You can see that there are special markings in the style of _sitename_. We call these macros. These macros are variables that will be substituted at the moment of composing the message for a concrete and real value. At this time the following macros are defined:
This option has the purpose of “hiding” certain parts of Integria from certain user groups. This is an Enterprise feature. The following levels of visibility can be configured for each section or group:
This section includes both the inventory options and the automatic integration of Pandora's inventory with Integria's, and the management of remote inventory (data processing sent to Integria by Pandora agents, without installing Pandora FMS).
Data processing on the inventory from Pandora FMS agents
If LDAP login or Active Directory are configured Integria will “ask” those platforms if the user exists and if the password is correct, trying to login via an LDAPO query. If successful, the user will be able to access Integria. The fields that can be configured (once the LDAP option is enabled).
The domain will be example.com and the LDAP server IP 192.168.X.X. This is what the configuration is like:
This section controls the entire CRM-specific configuration.
This is meant to specify to the system how to manage historic information.
In this section we must introduce our Integria license key. Once introduced, press the Update license button so that Integria can verify if the license is valid.
If the maximum number of allowed users is surpassed user's login will be automatically deactivated. Once the license has been corrected or extended, return to this section and click on the button marked "Allow Login".
All the tools mentioned here can only be accessed in the same way as the configuration options, by the general system administrator. Some tools, wrongly used, can disable the entire system (SQL manager, file manager).
The online updater (Update Manager) makes it possible to automatically update Integria with the latest patches and versions with just one click.
The offline updater makes it possible to upload update packages to installments that don't have internet access. This tool supports .oum files which are zip files that contain the folders that are meant to be updated on the Integria IMS console. This file has an identical structure to the console files, keeping respect for folder embedment, but only containing the files that need to be updated.
To allow the system to upload large packages it may be necessary to raise the value of the variables upload_max_filesize, memory_limit and post_max_size from the file php.ini on the server, to a size larger than the packages that will be uploaded.
The file manager is meant for uploading and deleting files on Integria's internal system. This is particularly useful to upload logos or user avatars. It's also the simplest way to upload new files onto the File Distribution System, which is integrated in Integria IMS. Said files can be found under the directory /attachment/downloads.
To upload avatar images, go to /images/avatars directory.
You can change the default icons on the /images directory
This will allow you to add small system news that will be visible for all users upon entering. This is useful, for example, to warn about platform changes or interventions, service disconnection or other aspects.
This is a direct interface for the system DB in SQL. Not recommended for inexpert users. An incorrect use of this interface can cause the system to crash and data to be lost.
In the Link section you can manage existing links to other websites. You can edit, add and delete existing links (see following section from side menu):
A history log of all events on the system, such as sending scheduled reports, performing CRON checkups, etc. It doesn't store information from user activity which is stored in the auditing log.
In this registry all actions for each user on each section will be stored. If anyone modifies customer data, you'll know when and what has changed. If anyone deletes an invoice, you'll know when and which invoice, and so on. Specific subchains can be searched.
Shows a view of the error log (if enabled). Useful for identifying possible errors in the system code. In case of a query or ticket, you must provide the latest entries (by date) from this regristry.
Allows you to change any text that appears on the Integria interface for a custom one.
In the interface there is a combination in which to select the language you wish to modify and a free field to search for the text. The search will be done in the reference language which is English. Any translation will be based on this language.
Define a screen with links to internal sections of Integria, or external links with custom texts and icons:
The custom screen can be viewed as a new section from the top horizontal menu or as the start screen for Integria.
Customizations will be global throughout the system. It's the screen that will appear upon login, and also the screen that will be seen if we click on the system logo (upper left corner). The editor enables a high degree of personalization, both of the screen setup and widgets.
This section allows you to add or edit tags that can be used for filtering elements in lead sections (opportunities). To add a tag, it's necessary to select a name (ficticious) and a color. Click on a previously created tag and editing and deleting options will be enabled.
The backup section is for Integria IMS users to make a security copy of their attached files and database either manually or automatically.
You can find it in Configuration. Open the side menu and you’ll see where to access the section and you’re ready to start using the function.
Backup is itself divided into three tabs, each with a different purpose and each accessible from direct access at the top right corner.
The first one shows a list of the backups you already have in your “backup” folder in the Integria IMS directory. From here you can delete backups, download them or restore your Integria IMS system from a backup from the list (be careful when performing this action as the new backup will replace the backed up information with information from the database, causing any data added between the moment you made the last backup and the system in its current status to be lost).
The second section lets you program scheduled backups got your Integria IMS system. You need to assign a name to the schedule, a backup mode (there are three; database only, attached files only, or both), a scheduled backup time (weekly, by default) and an email address to receive error notifications pertaining to the backup. In the same section there is a scheduling list for you to edit or delete as convenient.
The third and last section covers manual backups, offering the possibility of creating a backup with the name and mode you like (plus, optionally, an email address to receive error notifications) as and when and without the need to wait for a scheduled backup. This kind of backup is created in your “backup” folder in the Integria IMS directory and will afterward be available from the backups list.
You can also upload our own proprietary backups (previously downloaded). These should have the same structure as those generated by the tool in order to maintain uniformity and not have already been in the database.
This is a very sensitive function, and we recommend always having physical backups (as well as in the corresponding folder in the Integria IMS directory) in case of errors when restoring your system to a previous version.
This system informs, using a yellow circular icon on the heading, of problems that can appear on Integria. It warns when: