Configuring Instances

An Instance is a business unit, entity, or a department in an organizational hierarchy. You can create, modify, and specify configuration details of an Instance. In the SUMMIT application, you can select the label name for Instances based on usage, for example: Department/ Customer or by default Instance (see: INSTANCE LABEL DISPLAY). The defined label name is displayed for Instances. Department is used when the SUMMIT application is used by multiple departments within the organization. Customer is used when multiple customers are handled using the SUMMIT application. You can use any other label name based on the organization's requirement.

To configure Instances:

Select Admin> Basic > Infrastructure > Instance.
On the INSTANCE page, click ADD NEW on the ACTIONS panel.
Type in the new Instance details. For more information about the fields on the INSTANCE page see, Field Description.
Click SUBMIT. A new Instance is added.

Figure: INSTANCE page

Field Description

The following table describes the fields on the INSTANCE page:

Field	Description
DETAILS
Department Code	A unique code for an Instance. This helps you to identify Instances. You can enter a maximum of six characters for the code.
Display Name	Type in the name of an Instance.
Description	Type in a brief description about an Instance.
Active	Indicates the status set for the Instance. If selected, the Instance is enabled to display on other pages of the application. If not selected, the Instance will be a inactive Instance. The Instance is disabled to display on other pages of the application. The newly created Instance details are not appended with the existing Instances list.
Modules	Lists all the modules for which the logged in user has access. Click the check mark present in the Module icon to enable the instance for the respective module. By default, the check marks are displayed in grey color indicating that the instance is disabled for the selected module.
Color Codes	The color codes displayed for the check mark: Grey: Indicates that the instance is disabled for the module. Green: Indicates that all the associated components of the module is configured. Yellow: Indicates that the associated components of the module is not configured.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the INSTANCE page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the Instances configured in the SUMMIT application.

Figure: INSTANCE page: List of Instances configured

To edit an Instance detail, click the configured Instance Name. Make appropriate changes and click SUBMIT.
To display the inactive Instance details, click the Include Inactive check box.

Note: When the Instance details are displayed under the LIST table, the ADD NEW and INSTANCE LABEL icons are displayed on the ACTIONS panel.

Click ADD NEW to add a new Instance.
Click INSTANCE LABEL to configure the Instance Label name (see: Instance/ Department/ Customer).

CONFIGURE DETAILS

Click CONFIGURE DETAILS to configure the various modules for the Instance.

For configuring the Incident Management module: see SUMMIT Service Management Online Help
For configuring the Request Fulfillment module, see SUMMIT Service Management Online Help.
For configuring the Change Management module, see SUMMIT Service Management Online Help.
For configuring the CMDB module, see SUMMIT Service Management Online Help.
For configuring the other modules for the selected Instance, click the check mark on the module name. A green color check mark indicates that the module is configured.