Halo Migration – On-Prem to Hosted
On-Prem to Hosted Migration The Process Migration Plan 1. Information 2. Timeline and Preparation 3. UAT (Recommended) 4. Production Migration 5. Backout Plan Aftercare The following workday Ongoing Support Feedback The Process The process of moving a Halo Web Application between two production environments should require very little real-world downtime. We have worked extensively on […]
Connecting Halo to BI Tools: Publish Profiles & Direct Database Access
In this guide we will cover: – Creating a Publish Profile – Adding the Report – Connecting to Postman (Bearer and Basic Auth Method) – Connecting to Power BI – Upload Scheduled Reports to SharePoint Creating a Publish Profile On the "Availability" tab of reports there is a checkbox for publishing reports. The "Scheduled Emails" […]
Ticket Types
Configuration > Tickets > Ticket Types Related Guides: Altering Ticket Types Table View Field Type Description Sequence Header This is the sequence value of the Ticket Type, and will dictate where it appears in lists. Higher sequences will appear lower on the list. From v2.236+, if two or more Lists share the same Sequence value, […]
IP Addresses for Whitelisting
For hosted Halo users your traffic passes through the below IP addresses. This is for API requests as well as SMTP/IMAP/POP connections. UK Addresses to whitelist; 18.134.104.113 18.134.36.210 18.133.135.248 DNS listing for IPs; (add this to sending domain SPF record) d3ukmail.nethelpdesk.com Associated SPF Records spf.uk.halocrm.io spf.uk.haloservicedesk.com spf.uk.halopsa.com spf.uk.haloitsm.com USA/Americas Addresses to whitelist: 52.200.167.248 3.225.188.37 50.19.232.234 […]
Syncing Exchange Calendars (For On-Prem Web Exchange Only)
In this guide we will cover: – What is the Exchange Integration? – Connecting to Exchange – Syncing Appointments What is the Exchange Integration? Halo can sync appointments with your Exchange/Office365 calendars, and this can be restricted in different ways. For information regarding the Graph setup please see here. Connecting to Exchange The […]
Custom Tables
Configuration > Custom Objects > Custom Tables Related Guides: Custom Tables Details Field Type Description Table name Text The name stored in the database Table label Text The name displayed on the custom table main page Note Text The description of the custom table. Displayed on the list of custom tables. Link to another entity […]
Allow Users to Self-Issue Items
In this guide we will cover: – How to allow users to issue their own item from the portal. – How to enable the item catalogue in the portal. – How to restrict what items users can issue. – Item Selection Services Related Guides: Issuing Products The Service Catalogue Optional Services Users may need an […]
Service Status Monitoring
In this guide we will cover: – Monitored Services – Setting up a Monitored Service (Email Alerts) – Ticket Driven Service Monitoring – Service Monitoring in the Portal – Service Monitoring and Live Chat – Notify Users/Agents when a Service Status Changes Related Guides: Service Catalogue The Service Catalogue – Advanced Configuration Monitored Services Services […]
Event Management
In this guide we will cover: – Setting up Event Management – Creating an Event Rule – Overseeing Events Event management allows you to manage the events that are triggered by Asset Management and Alerting integrations using webhooks. Using this module you can create rules to determine which events log tickets and control the fields/configuration […]
Halo Live Chat – Embedded on Other Sites
In this guide we will cover: – Embedding Live Chat on Other Sites – Populate custom fields with data from a chat session started by the Events API of the chat Embeddable Widget Embedding Live Chat on Other Sites Within the Chat Profile configuration, set "Access" to "Self-Service Portal & External Websites". This will allow […]