From version < 4.1
edited by superadmin
on 2024/12/13, 15:38
To version < 3.1 >
edited by superadmin
on 2024/12/13, 15:30
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144 144  
145 145  
146 -英文原文链接:[[《门户用户指南》>>url:https://www.itophub.io/wiki/page?id=3_0_0:portal:portal_v2]]
147 147  
148 148  
149 149  
150 -= =
149 += Enhanced Customer Portal =
150 +
151 +The **enhanced** customer portal, introduced in iTop 2.3.0, is used by customers to easily create and track user request and incident tickets. The portal provides simplified interface to manage such tickets.
152 +
153 +The portal supports two user profiles:
154 +
155 +**Portal users** are allowed to see only the tickets they have submitted
156 +
157 +**Portal power users** are allowed to see all the tickets of their organization (and the sub-organizations)
158 +
159 +
160 +== Disconnecting from the portal ==
161 +
162 +To disconnect from the portal, use the “Logoff” menu:
163 +
164 +[[[[image:https://www.itophub.io/wiki/media?media=3_0_0:user:home-menu-2.png]]>>url:https://www.itophub.io/wiki/media?media=3_0_0:user:home-menu-2.png]]
165 +
166 +== Troubleshooting the Portal ==
167 +
168 +If you get: “No services”, you have forgotten a step of the [[implementaion Guide>>url:https://www.itophub.io/wiki/page?id=3_0_0:implementation:start]]
169 +
170 +Portal user must belong to a //Customer A// organization
171 +
172 +Portal user must have //Portal user// Profile
173 +
174 +Missing a Customer Contract for //Customer A//
175 +
176 +Missing Services attached to the above Customer Contract
177 +
178 +Missing Service Family on your Services
179 +
180 +Missing Service Sub-categories under your Services
181 +
182 +Service has undefined Status or is obsolete
183 +
184 +Service Sub-category has undefined Status or is obsolete
185 +
186 +To update an existing request, first locate this request by clicking on the “Ongoing requests” menu.
187 +
188 +At the top right of the page, notice the “On going / Resolved” toggle. This toggle is used to filter the list of requests displayed. By default the resolved requests are not displayed.
189 +
190 +You can use the “filter” input, located at the top right of the list, to search within the list. The filter also searches in the description of the requests, which is not a visible column from the list.
191 +
192 +Once you have located the request to edit, click on its reference (“R-000xxx”) to open its details:
193 +
194 +[[[[image:https://www.itophub.io/wiki/media?media=3_0_0:user:on-going-requests.png||alt="List on-going requests"]]>>url:https://www.itophub.io/wiki/media?media=3_0_0:user:on-going-requests.png]]
195 +
196 +The form displayed let you edit the journal and add/remove attachments. When done, use the “Submit” button at the bottom (or the “Check Mark” button on the right) to submit your update.
197 +
198 +[[[[image:https://www.itophub.io/wiki/media?w=600&tok=1a7d57&media=3_0_0:user:update-request.png||width="600"]]>>url:https://www.itophub.io/wiki/media?media=3_0_0:user:update-request.png]]
199 +
200 +== Changing your profile ==
201 +
202 +Customers can edit their profile information from the portal, via the menu named “My Profile”.
203 +
204 +[[[[image:https://www.itophub.io/wiki/media?media=3_0_0:user:home-menu-1.png]]>>url:https://www.itophub.io/wiki/media?media=3_0_0:user:home-menu-1.png]]
205 +
206 +The actual list of fields that the end-user is allowed to edit depend on the configuration of the portal. By default itop let end-users edit their phone number, location, function, picture as well as their preferred language.
207 +
208 +When passwords are managed outside of iTop (for example when using LDAP or Active Directory based authentication), the password management form is not displayed.
209 +
210 +[[[[image:https://www.itophub.io/wiki/media?w=600&tok=39d8c6&media=3_0_0:user:my-profile.png||alt="Updating your profile" width="600"]]>>url:https://www.itophub.io/wiki/media?media=3_0_0:user:my-profile.png]]
211 +
212 +Only the JPEG, PNG and GIF types of images are supported for the “Picture” field.
213 +
214 +If you have no Services proposed, ask your administrator to check: [[Troubleshooting>>url:https://www.itophub.io/wiki/page?id=3_0_0:portal:portal_v2#troubleshooting_the_portal]]
215 +
216 +You can switch from one mode to another using the upper right tabs.
217 +To create a new request, click on the item (//Service Subcategory//) you want.
218 +
219 +A form is then displayed as a modal dialog. Fill the form and click “Submit” to submit your request. You can attach documents to the request by either dragging and dropping them in the form, or by using the “Browse…” button in the “Attachments” section of the form.
220 +
221 +You can include images in the “Description” field by dragging and dropping them within the text.
222 +
223 +[[[[image:https://www.itophub.io/wiki/media?w=600&tok=d67b62&media=3_0_0:user:new-request-3.png||alt="Request creation form" width="600"]]>>url:https://www.itophub.io/wiki/media?media=3_0_0:user:new-request-3.png]]
224 +
225 +When you submit your request, the display goes back to the list of open requests, with your new request at the top of the list.
226 +
227 +[[image:https://www.itophub.io/wiki/media?media=3_0_0:portal:portalongoingrequest.png]]
228 +
229 +== Updating an existing request ==
230 +
231 +When a request is not closed, it can still be updated. Using the portal, you can:
232 +
233 +Add a new entry to the journal of the request, to further explain your need or to answer a question from the support team.
234 +
235 +Attach new documents to the ticket
236 +
237 +Re-open a “resolved” request (if you are not satisfied with the resolution).
238 +
239 +List:[[image:https://www.itophub.io/wiki/media?media=3_0_0:portal:portalnewrequestlistwithtip.png||alt="New Request Select"]]In this mode you can search for a keyword. On enter, it filter the list with rows that are matching the keywords.
240 +
241 +It is possible that you don't see why a given row is kept, your itop can be configured to search on fields which are not displayed.
242 +
243 +If the keyword match a Service name then all its subcategories will be kept.
244 +
245 +== Home page ==
246 +
247 +The user interface of the portal is designed to automatically adjust its presentation depending on the size of the screen. Therefore the content and disposition of the various elements may vary depending on the device used to connect to the portal. However all the features of the portal are available on all screen sizes.
248 +
249 +For example, on a typical laptop, with a relatively large screen, the home page of the portal is the following:[[[[image:https://www.itophub.io/wiki/media?w=600&tok=603467&media=3_0_0:user:home-wide.png||alt="Portal Home page - laptop screen" width="600"]]>>url:https://www.itophub.io/wiki/media?media=3_0_0:user:home-wide.png]]
250 +
251 +On a smaller screen, for example on a mobile phone, the home page displays as shown below:[[[[image:https://www.itophub.io/wiki/media?w=200&tok=947e11&media=3_0_0:user:home-narrow.png||alt="Portal Home page - mobile phone screen" width="200"]]>>url:https://www.itophub.io/wiki/media?media=3_0_0:user:home-narrow.png]]
252 +
253 +== Creating a new request ==
254 +
255 +To create a new request, either click on the “New Request” menu on the left of the page, or click on the big new request tile in the home page.
256 +
257 +You will then be prompted to select a service and a service category using one of the 3 possible modes:
258 +
259 +Mosaic:[[image:https://www.itophub.io/wiki/media?media=3_0_0:portal:portalmosaic2.png||alt="New Request Mosaic"]]
260 +
261 +Tree:[[image:https://www.itophub.io/wiki/media?media=3_0_0:feature:portalbrowsetreesearch.png||alt="New Request Tree"]]
262 +
263 +In this mode you can search for a keyword. On enter, it filter the tree with rows that are matching the keywords.
264 +
265 +If the keyword match a Service name then all its subcategories will be kept.
266 +
267 +It is possible that you don't see why a given row is kept, your itop can be configured to search on fields which are not displayed.
151 151  )))
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