How to add a tab for Xtraction to the CA Service Desk Manager (CA SDM) GUI

Document ID : KB000048304
Last Modified Date : 14/02/2018
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  1. Login to CA SDM as an administrator

  2. Navigate to ADMINISTRATION -> SECURITY AND ROLE MANAGEMENT - > ROLE MANAGEMENT -> TABS and click on the CREATE NEW button

    Figure 1

  3. Fill in following information on the CREATE NEW TAB form:

    1. Tab Name: Xtraction

    2. Code: Xtraction

    3. Display Name: Xtraction

      Figure 2

  4. Click the "Starting Page" link. On the Web Form List, click the CREATE NEW button

    Figure 3

  5. Fill in the fields as shown below and then click the SAVE button

    Figure 4

  6. You will be returned to the New Tab detail form and see "Xtraction Tab" set as the starting page. Click the SAVE button

    Figure 5

  7. Go back to the Administration Tab window and navigate to SECURITY AND ROLE MANAGEMENT -> ROLE MANAGEMENT -> ROLE LIST and click on a role (i.e. Administrator) that you would like to add the new Xtraction tab for. Click EDIT

    Figure 6

  8. Click on the "Resources" tab group and then select "Tabs" and click the UPDATE TABS button

    Figure 7

  9. Click the SEARCH button

    Figure 8

  10. Locate the newly created "Xtraction" tab, select it and then click the ">>" arrow button to move it to the "Tabs Assigned" list on the right. Click the OK button

    Figure 9

  11. Click the SAVE button on the Role Update form

    Figure 10

  12. Close out of all Service Desk web browser windows. Open a new browser window and login to Service Desk using a contact that has the "Administrator" role. You will now see the "Xtraction" tab

    Figure 11

Now you can log into Xtraction and use it from within the Service Desk GUI.

Additional Note

If you are using windows authentication for Xtraction and have "pass-thru" authentication turned on in IIS for it, you will not get the login screen forXtraction. Instead Xtraction will try to automatically login using the workstation credentials used to login to the workstation