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 […]

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 Related Guides: Asset Fields Top Bar Action Type Description Add to all Asset Types Yes/ No This is an action button found on asset fields that are already created. This will add the field to all Asset Types. Add to selected Asset Types Yes/ No This is an […]

Email General Settings

Configuration > Email > General Settings Incoming Email Field Type Description Mailbox Setup Button This opens up the Mailbox Setup interface. Here you can link mailboxes to your instance for either sending or recieving emails through your instance. Email Rules Button This opens up the Email Rules interface. Here you can set up rules that […]

Asset Statuses

Configuration > Asset Management > Asset Statuses Related Guides: Asset Management Asset Statuses Creation Variables Field Type Description Name Free Text The name of the status Automatically make the Asset inactive when this status is chosen Checkbox Decide whether or not to make the asset inactive as soon as this status is chosen.