Useful Type lookups for writing SQL reports

The below list of Tables, Columns and References can be used when writing reports for table such as Devicechange or Userchange so that you can properly label the field that was changed. UserChange – UCFieldID Add = -1, SiteChange = 1, Inactive = 2, [ProRata] Delete = 3, ServiceAccount = 4, IgnoreAutomatedBilling = 5, PopUpNotes […]

Deprecation of DCDSite & DCDevNum from DeviceChange

This article details the deprecation of the ‘DCDSite’ & ‘DCDevNum’ columns from the DeviceChange table, and how to identify & address and affected entities The motivation for this change is to improve the performance of the platform, which is hindered by the inclusion of the (redundant) DCDSite & DCDevNum columns, found within the DeviceChange table […]

Using HaloDBLookupService to run custom integration methods on internally facing APIs

In version 2.184+ there is a new connection option for Custom Integrations to connect to internally facing APIs: This connection method allows you to host a proxy application called "HaloDBLookupService" on your own network which can access your internally facing APIs. The Halo API then connects to this Service using requests signed by a common […]

Charge Type Overrides Explained

In this guide we will cover: – The charge type hierarchy – Overriding charge type rates – Worked example Charge Type Hierarchy  The default hierarchy used for Charge Types is as follows (with ticket type overriding all): Ticket Type Action Agent With the charge type applied on an action and the setting "Charge Type will […]

Automating Procurement

In this guide we will cover: – How to have purchase orders automatically create when item stock is below a set level This functionality helps to automate stock management, rather than monitoring stock manually this allows stock to be monitored and have purchase orders raised accordingly to replenish stock. Pre-requisites: You must be using our […]

SaaSAlerts Integration

In this guide we will cover: – What is the SaaS Alerts Integration? – Link to SaaS Documentation – Solution Overview – Integration Benefits What is the SaaS Alerts Integration? The SaaS Alerts and Halo integration allows you to more easily create, organize and manage medium and critical alerts from SaaS Alerts. Link to SaaS […]

Liongard Integration

In this guide we will cover: – What is the Liongard Integration? – Connecting to Liongard – Customer imports – Asset Imports  -Sync customer updates to Liongard – Enable automatic imports – Viewing Outgoing Logs What is the Liongard Integration? The Liongard integration allows you to import Liongard environments in Halo as customers and import […]

Introduction to HaloITSM

In this guide we will cover: – The basics of each part of HaloITSM along with the appropriate terminologies Admin Guides: Actions Agents Custom Fields  General Settings (Asset Management) General Settings (Tickets) Items & Stock Control Self Service Portal Services Service Level Agreements Statuses Views Related Guides: Actions  AI Report Builder Customer, Site and User Records […]

Azure Consumption Billing (via Halo CSP Integration)

In this guide we will cover: – What is Azure consumption billing? – Configuring Azure Consumption Billing – Setting up invoices to use Azure consumption data – Setting up Invoices to use Azure Reserved Instances Data Related Guides: The CSP Integration Products Pre-requisites:  You must be on v2.176 or above of Halo A Tier 1/Direct […]

Stock Locations and Bins

In this guide we will cover: – What are stock locations and Bins? – Creating stock locations and Bins – Moving/transferring stock What are stock locations and Bins? Stock locations and bins are the areas in which your stock is stored. Sites in Halo can be set to be a stock location, this location may […]