Ingram Micro Cloud (formerly Cloud Blue/Exertis) Integration
In this guide we will cover: – What is the Ingram Micro Cloud/Ingram Integration? – Enabling the Module – Configuring the Module – Client Imports – Subscription Imports – Halo Integrator – Supported Regions Related Guides: Licences/Subscriptions Overview What is the Ingram Micro Cloud Integration? Integrating Ingram Micro with Halo will allow for Clients and […]
How to setup Project Milestones
Halo has the functionality to setup Milestones for projects The first step to setting up Milestones in Halo is to 'Enable Milestones' on the Project Ticket Type. You can do this by navigating to Configuration> Tickets> Ticket Types> Select the 'Project' Ticket Type and Check the box to 'Enable Milestones': Fig 1. Enable Milestones […]
How to Deal with Out of Office Automatic Replies from customers
In this guide we will cover: – How to ensure out of office/automatic replies from users do not update the status of tickets Associated Configuration settings Guide: Email (General Settings) To prevent out of office replies from updating tickets, there is a setting you can turn off. If you go into Configuration > Email > […]
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, […]
Halo Asset Discovery (Lansweeper Cloud Integration)
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 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 allow […]
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 […]
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 […]
SCCM Integration
In this guide we will cover: – What is the SCCM Integration? – Enabling the Module – SQL Details – Key Fields – Field Mappings – Advanced Configuration – Halo Integrator What is the SCCM Integration? The SCCM integration can be used to import assets into Halo from the SCCM SQL database. Enabling the Module […]
Billing – Agreement Multiplier
In this guide we will cover: – What an agreement multiplier does – Setting them against a charge type – A worked example of the agreement consuming double the amount of time The agreement multiplier allows you to specify whether more hours get deducted from a customer's agreement hours depending on the charge type that […]