Passportal Help

Documentation Manager - Prerequisites

Prerequisites

Starting with these area's first will serve you well as you enter the rest of your documentation within the Apps and Services section, some of which will self-populate for ease-of-use to allow you to get started:

Domains

To populate your domain information, select the Domains button and select "Add Domain":

Once you've reached this page, add a title at the top, and proceed to enter your domain name:

To verify the validity or the view the details prior to saving, press preview:

As you can see above, Passportal will pull all relevant information and will continue to update this once a day. 

Additionally, you may wish to link other items although this will happen naturally as you complete the Apps and Services section, or add tags to make this easier for searching:

Once you are finished, select "Save"

You can also refresh this at anytime from the Domain List under the actions menu:

SSL Certificates

To populate your SSL Certificates, select the SSL Certificates button and select "Add SSL Certificates":

Once you've reached this page, add a title at the top, and proceed to enter ONEof the following:

To verify the validity or the view the details prior to saving, press preview:

As you can see above, Passportal will pull all relevant information and will continue to update this once a day. 

Next, you will want to fill out the relevant certificate Details and notes:

Additionally, you may wish to link other items although this will happen naturally as you complete the Apps and Services section, or add tags to make this easier for searching:

Once you are finished, select "Save"

You can also refresh this at anytime from the Domail List under the actions menu:

Assets

To populate your Assets for use throughout the remainder of your apps and services, you will want to add these first. Assets appear on nearly every page so having a good start here will serve you well throughout the rest of the product. Assets will be everything from Printers,Domain Controllers, Servers, Firewalls, Switches, Virtual Machines, Devices, and anything else you are interested in recording, even if that is every phone and machine in your network.

To start, select the Assets button and select "Create Generic Asset" (or "Add Assets" if you've already created custom asset templates):

Generic Assets

  1. The most common use will be the Generic Assets form, although you're free to make your own custom asset (described below). Once you've selected "Generic Assets", you will want to ensure that you give it a title. The template that contains 4 areas you may wish to fill out:
    • Asset Information

    • Purchase Information

    • Location Information

    • Device Information

  2. Enter a description for this vendor that will be visible from the Assets list page. Additionally, you may wish to link other items although this will happen naturally as you complete the Apps and Services section, or add tags to make this easier for searching:

  3. Once you are finished, select "Save"

Custom Assets

Assets will be used in nearly every Apps & Services section of the documentation. There is no limit to the types of assets you can document and track in the tool. To make this work for your business, you may wish to chose to create your own custom templates for assets to ensure that you and your technicians are documenting the exact same information about anything that is important to your business. 

Instructions on how to create custom assets are shown in Using and Managing Document Templates in Documentation Manager.

Once you have created the templates, you will be able to add custom assets from the assets screen here, by selecting your template from the "Add Assets" button:

You will then be able to complete the custom form and save it as an asset that will be available throughout the remainder of the tool.

Vendors

To populate your Vendors for use throughout the remainder of your apps and services, you will want to add these first.

Vendors you add here will be available across all clients

  1. Select the Vendors button and select "Create Vendor":

  2. Once you've reached this page, add a title at the top, and proceed to enter your Vendor information:

  3. Enter a description for this vendor that will be visible from the Vendors list page. Additionally, you may wish to link other items although this will happen naturally as you complete the Apps and Services section, or add tags to make this easier for searching:

  4. Once you are finished, select "Save"

Licensing

To populate your Licenses for use throughout the remainder of your apps and services, you will want to add these first

Licenses you add here will be available across all clients

  1. Select the Licensing button and select "Create Licensing":

  2. Once you've reached this page, add a title at the top, and select your license manufacturer from the drop down, and complete the remainder of the form:

  3. Enter a description for this license that will be visible from the Licensing list page. Additionally, you may wish to link other items although this will happen naturally as you complete the Apps and Services section, or add tags to make this easier for searching: