- Release Notes
- Install or Upgrade
- Get Started
- WHD Getting Started Guide
- Introduction
- Create client accounts
- Create tech accounts and define tech permissions
- Create tech groups and request types
- Configure the ticket options
- Configure the incoming and outgoing email accounts
- Set up ticket creation by email
- Set up asset management
- How asset management works
- Create locations
- Create an asset type, status type, and warranty type
- Add a manufacturer and model
- Add an asset
- Asset discovery
- Configure the Discovery Engine
- Configure Web Help Desk to discover assets stored in Lansweeper
- Configure Web Help Desk to discover assets stored in NPM, SAM, or NCM
- Configure the ticket types
- Train the techs
- Train the clients
- Beyond Getting Started with WHD
- Administer
- Web Help Desk Administrator Guide
- Introduction
- System requirements
- Set up the application
- Set up overview
- Configure the general settings
- Prepare the Web Help Desk database
- Set up your email accounts
- Set up tickets
- Define your techs
- Define the ticket routing processes
- Define the approval processes
- Enter locations
- Define clients
- Define assets
- Define parts and billing
- Set up the Dashboard
- Start and Stop Web Help Desk services
- Enable FIPS
- Configure and manage user authentication
- Deploy SSO with SAML using AD FS
- Deploy SSO with CAS 2.0
- Enable HTTPS
- Manage keys and certificates in Web Help Desk
- Manage clients
- Manage tickets
- Ticket flow
- Create a ticket
- Create a quick ticket
- Configure ticket status types
- Configure ticket details
- Create a ticket checklist
- View and customize the ticket queue
- Search for a Web Help Desk ticket
- Perform actions on multiple tickets
- Update and resolve tickets
- Merge tickets
- Create parent/child service relationships
- Automate ticket workflows
- Manage assets
- Discover assets
- Configure the asset discovery tools
- Configure the Absolute Manage (LANrev) settings
- Configure the Apple Remote Desktop 3.2 settings
- Configure the Apple Remote Desktop 3.3 and later settings
- Configure the Casper 8 and earlier settings
- Configure the Casper 9 Settings
- Configure the Database Table or View settings
- Configure the Lansweeper settings
- Configure the Microsoft SMS/SCCM settings
- Configure the NCM, NPM, and SAM settings
- Configure the Discovery Engine (WMI) settings
- Install the MySQL JDBC Driver
- Install the OpenBase JDBC Driver
- Sync and discover assets
- Configure the asset discovery tools
- Manually add assets
- Search assets
- Remove assets
- Edit asset properties
- Add purchase orders
- Reserve assets
- Discover assets
- Import and export data
- Create and edit reports
- Set up parts and billing
- Manage client feedback
- SolarWinds Orion alert integration
- Prepare request types for alert-based tickets
- Alert-based ticket example
- Configure Orion-to-Web Help Desk ticketing
- Integrate with DameWare MRC
- Knowledge-centered support
- Get connected
- Customize your deployment
- Deployment considerations
- Customize tickets, notes, instructions, and emails with BBCode
- Customize your server settings
- Connect an iPhone to a standard or hosted installation
- Program the REST API
Web Help Desk Installation and Upgrade Guide
This guide provides steps and procedures for installing and upgrading Web Help Desk in an evaluation, stand-alone or integrated Orion deployment.