Configuring Sites

Organizations, big or small, may have several branches across the globe to handle various specialized activities. These branches can be located in the same or different region, and the data from each of these branches need to be maintained in the same place. You can configure various sites (branches) to a region in the ServiceDesk Plus Cloud application.

The administrator has the privilege to Add/Edit/Delete a site. The Site Admin can only View/Edit/Delete the sites to which he is associated from the Site List page.  

Add Site

Go to Setup  > Instance Configurations > Sites.  In the site list view page, click New Site. Refer to the pointers below to fill out the New Site form:

  1. Enter the Site Name in the text field provided. It is a mandatory field.
  2. Enter brief information in the Description field about what your organization does on the above site.
  3. Select the Region and Time Zone for the site. The specified time zone is essential to calculate the operational hours for the site. Hence, any request raised on the site can be resolved within its operational hours. If no time zone is set, the server time zone will be set by default.
  4. Select the Language of the site from the drop-down. This language will be set as the application language for users imported from verified domains who are assigned to a department of this site. Click here to learn about the languages supported by ServiceDesk Plus Cloud.
  5. Specify the Address of the organization along with City, State/Province, ZIP/Postal Code, State, and Country from the combo box.
  6. Enter the Contact Information such as Email, Phone number, Fax number, and the Web URL of your organization.
  7. Configure the related site settings. You can apply one of the following settings for each or all configurations:
    • Copy Default Settings: Copy the corresponding configuration from the base site into the current site. Once copied, the current site settings will be independent of the base site settings. Further updates in base site settings will not be reflected in the copied site. You can edit the copied site settings.
    • Refer Settings: Refer settings allow a site to use the dynamic settings of one or more sites for specific configurations. Select a pre-configured site's (parent site) configuration from the drop-down. Sites that refer to configurations from a parent site are called referring sites, and they cannot be a parent site for other sites. However, you cannot modify any configuration in the referring sites.
    • Custom Settings: Custom settings help you organize, configure, and maintain separate site-specific configurations of a site. The custom settings do not have any influence over the default settings.
      Note: You can have a combination of all three settings for a single site.
       
  8. Click Assign Role to add organization role to the site and to assign a user to the role. Click the Add icon to associate multiple organization roles.
  9. Click Save.

 

 

 

Edit Site

To edit a site,

  1. From the site list page, click > Edit Site beside the site which you wish to edit. The Edit Site page opens with the existing details.

  2. You can modify all the fields on this page. Click Save to save the modified changes. 

Delete Site

If the site is being used by a module, the site cannot be deleted. In turn, the site is grayed (marked inactive) to avoid the further usage of the site. If the site is associated with a Requester, Asset, Probe, Request Template, or Maintenance Requests, then you have an option to associate a different site to these parameters.

To delete a site,

  1. In the Site List page, click > Delete Site beside the site which you wish to delete. A confirmation dialog appears

  2. Click Yes to proceed.

    If the Site is associated with a requester, asset, probe, request template or a preventive maintenance task, Change Site association pop up appears listing the parameters to which the site is associated.

  3. To associate these parameters to a different site, select the site from the drop-down. By default, not associated with any site is populated.

  4. Click Associate. The parameters are associated with the newly selected site. The site to be deleted is marked inactive and will not be populated wherever the site is specified.
  5. If the site is not used by any module, the site is removed from the site list view. 

To bring the deleted site back to an active state,

  1. Click > Edit beside the site name.

  2. From the edit site page, disable Site not for further usage check box.

  3. Click Save.