Checking your DB Size

This guide details how you can check your On-Premise Halo database size. Please run the below query directly on your Halo database: SELECT s.name AS SchemaName, t.name AS TableName, SUM(p.rows) AS RowCounts, — Total space in MB and GB CAST(SUM(a.total_pages) * 8.0 / 1024 AS DECIMAL(10,2)) AS TotalSpaceMB, CAST(SUM(a.total_pages) * 8.0 / (1024 * 1024) […]

Mailbox Overrides

In this guide we will cover: – Hierarchy Used for Mailbox Overrides – Override Locations – Setting Mailbox access Restrictions – Additional Settings to Consider Hierarchy Used for Mailbox Overrides The mailbox that will be used when sending an email to the end user of a ticket will be determined by the following hierarchy: – […]

On-Prem Instance to Instance Refresh

The guide will detail how you can refresh your Halo On-Prem instance with that of another On-Prem instance, such as a production instance to a UAT / Dev instance. Throughout this guide I will reference the two instances as below: Source: The instance you are copying from Destination: The instance you are copying to Information […]

Restoring a DB Backup

This guide will show you how to restore a database backup. This guide only applies if you are running Halo yourself, On-Prem. Warning You must ensure that the database backup is using a database version the same as or older than your Halo app version. You can find the database version using the below command: […]

Message Group Overrides

In this guide we will cover: – The Hierarchy used for message group overrides – Supplier Message group – Location of each message group override setting Hierarchy used for Message Group overrides The message group that will be used when sending an email to the end user of a ticket in Halo will be determined […]

Changing your Halo URLs

This article outlines how to change your Halo agent and user portal URLs. This guide only applies if you are running Halo yourself, on-premise. Prerequisites You have access to IIS and the certificate store on the server which is running the Halo web application Please ensure you have your SSL certificate(s) available and imported into […]

Using Dollar ($) Variables Parameters

Dollar variable parameters allow further control over the output of the dollar variable. These are explained below. Date/Time variables Example – $_DATECLOSED{YYYY-MM-DD HH:mm} Money variables Example – $_INVOICETOTAL{THOUSAND:,|DECIMAL:.} This would output with the specified Thousand and Decimal separators – in this case , and . would be used. String/Text variables Example – $_SUBJECT{MAXLENGTH:100|OVERFLOW:….} This would limit the output […]

Exchange Calendars

Configuration>Calendars and Appointments>Exchange Calendars Configuration>Integrations>Exchange Calendars Guides: Calendar integration using the Microsoft Graph API Syncing Exchange Calendars(For On-Prem Web Exchange Only) Information on Calendars and Appointments Linking one Appointment to a Ticket to Link all Appointments in the Same Series Connection Method Field Type Description Microsoft Graph API Checkbox Reference the guide for more information: Calendar […]

Billing Templates

Configuration > Billing > Billing Templates Related Guides: Billing Templates Bulk Applying Billing Templates Billing Template Creation Settings Field Type Description Name Free Text The name of the billing template Billing Rules Table Decide which charge rates etc should be attached to certain ticket types. This feature also allows you to decide what assets and […]

Asset Fields

Configuration > Asset Management > Asset Fields Asset fields are additional details of assets such as the model, serial number, etc. They can be added to an asset type within the "field list" Tab of an asset type. Asset fields are created in the asset management module of the configuration. Check out this guide, which […]