To-Do Lists

The following video is by Renada Elegant Solutions, one of our onboarding partners. This video covers setting up to-do lists, attaching them to tickets manually and also attaching pre-configured to-do lists by matching a ticket rule and applying a ticket template with a to-do list attached. The other more complicated setup explained in this guide, […]

Software Releases

In this guide we will cover: – What is the Software Releases functionality?  – Configuring Software Releases – Using Software Releases – Logging work for a release (tagging tickets to a release)  – Viewing the changes made within a version – Sending Release emails – Tracking Release Issues and Statistics Associated Configuration settings guide:  Software […]

Halo Asset Discovery (Lansweeper Cloud)

In this guide we will cover: – What is Halo Asset Discovery? – Requirements of the Integration – Connecting to Halo Asset Discovery – Adding Mappings – Optional Configuration – Importing Assets – Connecting to the Halo Integrator What is Halo Asset Discovery? Halo Asset Discovery is the hosted cloud version of Lansweeper, allowing import […]

Agent and User Impersonation

In this guide we will cover: – How to impersonate agents and users – Multi-Tenancy Portal Section when impersonating Users (v2.230.1+)  How to impersonate agents and users Agent and user impersonation can be enabled in advanced settings: Fig 1. Allow user/agent impersonation This will add a button to the agent and user details screens to […]

Azure Monitor Integration

In this guide we will cover: – What is the Azure Monitor Integration? – Connecting to Azure Monitor – Defaults and Mappings – Creating the Webhook What is the Azure Monitor Integration? The Azure Monitor integration allows webhooks to be sent from Azure Monitor to Halo and subsequently turned into tickets. Furthermore, field mappings can […]

Search Tools

In this guide we will cover: – Searching in Halo – Quick Search Box – The Search Pane – Refining Your Search Results Related Guides: Custom Fields Creating Users Ticket Area Breakdown Searching in Halo Halo has multiple search tools. Firstly, the filter pane quick search box (1). Secondly, the search pane accessible in the […]

Password Storing, Sending and Resets

In this guide we will cover: – Changing a Halo Password – Password Auto-Expiry – Storing External Passwords in a Custom Field – Sending Passwords in a One-Time Secure Message Link Related Guides: How are user passwords stored? How long is welcome/password reset e-mail sent from web app valid for? This guide will cover setting […]

Microsoft Power Automate Integration

In this guide we will cover: – What is the Microsoft Power Automate Integration? – Application Registration – Microsoft Power Automate Configuration – Flows – Common Issues – Trigger a Microsoft Power Automate flow using Halo Webhooks What is the Microsoft Power Automate Integration? The Microsoft Power Automate integration allows you to use Azure Power […]

Leveraging AI in Halo

Overview This knowledge base article is designed to help users harness the full potential of artificial intelligence (AI) within Halo. Whether you are new to AI or looking to optimize your current use, this guide provides essential tips, best practices, and insights to enhance your experience and achieve superior results. What You Will Learn Understanding […]

Auvik Integration

In this guide we will cover: – What is the Auvik Integration? – Generating an Auvik API Key – General Configuration – Sites – Networks – Devices – Halo Integrator – Alerting – Troubleshooting What is the Auvik Integration? Auvik can be integrated with Halo to synchronise assets and manage alerts. Generating an Auvik API […]