- Case Manager
- Case Manager Terminology
- The Difference Between Entities and Artifacts
- The Incidents Page
- Get to Know an Incident
- The Workbench
- The Case Manager Metrics Page
- Case Manager on the Home Page
- Configure Case Manager Settings
Configure Case Manager Settings
Ingest data, create rules to triage incidents, customize incidents, create or edit queues, and configure a proxy in Case Manager settings.
In the navigation bar, click the menu , then select Settings. Depending on your permissions, select Core or Analytics:
If you have Core Manage Users and Context Sources permissions, you can only access Core settings.
If you have Advanced Analytics All Admin Ops permissions, you can access both Core and Analytics settings. In Analytics settings, you can configure and customize more settings than in Core settings.
In Core settings, view all settings under ALL APPS or click the INCIDENT RESPONDER tab to view Case Manager and Incident Responder settings.
Under SERVICE INTEGRATIONS, select Proxy to configure a proxy connection.
Under INCIDENT INGESTION:
Select Incident Source to add sources that feed data into Case Manger.
Select Incident Feeds to specify which type of log to ingest from your incident source.
Select Email Ingest to configure email ingest.
Select 2-Way Email to configure an email account and start sending emails directly from an incident.
In Analytics settings, navigate to Case Management.
In Incident Ingestion, add sources that feed data into Case Manager, specify which type of log to ingest from your incident source, configure email ingest, or configure an email to send emails directly from an incident.
In Proxy, configure a proxy connection.