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• Welcome to SBM Application Administrator
• Introduction to SBM Application Administrator
  • Audience and Scope
    • Guide to SBM Documentation
  • About Application Administration
    • Steps for Configuring Applications
    • Modern Browser Support
  • Parts of the SBM Application Administrator Interface
    • Screen Resolution and Sizing
    • Using Bookmarks
• Managing Projects
  • About Projects
    • Working With Projects
      • Navigating Projects
      • Adding and Editing Projects
      • Moving and Reordering Projects
      • Deleting Projects
      • Enabling Anonymous Submits for a Project
      • Enabling System Settings From the Base Project
        • Configuring Theme Settings
    • Project Settings
      • Projects View Settings
      • General Project Settings
      • Fields Page Settings
      • States and Transitions Page
      • Project Role Settings
        • Role Assignment Page for User and Groups
      • Application Variables Page Settings
      • Project Mailbox View
      • “From” and “Send-to” E-mail Options
      • SLA Settings
        • SLA General Options
        • SLA Clause Options
        • SLA Clause General Options
        • SLA Clause Action Options
        • SLA Action Options
  • About State and Transition Configuration
    • Working With States and Transitions in Projects
      • Overriding Forms for States
      • Reordering Transition Buttons on State Forms
      • Overriding Forms for Transitions
      • Overriding Transition Authentication Options
      • Overriding Post Project Settings
      • Calculating Values for Date/Time and Numeric Fields
      • Mapping Enumerations for User, Folder, and Project Fields
    • State Types and Settings
      • State Types
      • General State Settings
      • Web Services Settings for States and Transitions
    • Transition Types and Settings
      • Transition Types
      • General Transition Settings
  • About Application Variables
    • Overriding Values for Application Variables
    • Variable Value Settings
  • Frequently Asked Questions About Projects
• Managing Workflows
  • About Workflows
  • Working with Workflows
    • Adding User and Group Values
    • Restricting Transitions
  • Workflow Settings
    • Workflows View Settings
    • General Workflow Settings
    • Transition Restriction Settings
    • Social View Settings
• Configuring Fields
  • About Field Configuration
    • About Field Organization
    • About Selection Field Values
      • Values for User, Multi-User, and Multi-Group Fields
  • Working With Fields
    • Overriding Common Field Attributes
    • Reordering Fields
    • Setting Default Values for User-type Fields
    • Enabling and Disabling Selection Field Values
    • Overriding Display Options for Selection Fields
    • Working With Field Dependencies
      • Overriding Dependent Selections for Single Selection Fields in Projects
      • Configuring User Field Dependencies
      • Field Dependency Tutorials
        • Single Selection Field Dependency Tutorial
        • User Field Dependency Tutorial
        • Relational Field Dependencies Tutorial
  • Field Types and Settings
    • General Field Settings
    • Binary/Trinary Fields
    • Date/Time Fields
    • Folder Fields
    • Multi-Group Fields
    • Multi-Relational Fields
    • Multi-Selection Fields
    • Multi-User Fields
    • Numeric Fields
    • Single Relational Fields
    • Single Selection Fields
    • Summation Fields
    • Text Fields
    • User Fields
• Managing Users, Roles, and Groups
  • About User Management and Security
    • About User Management
    • Product-Access Types
  • About User Accounts
    • Working With User Accounts
      • Adding Users
      • Comparing and Changing User and Group Accounts
      • Copying User Accounts
      • Deleting User Accounts
      • Enabling Disabled User Accounts
      • Managing External Users
      • Transferring Application Settings to Another User
      • Delegating Primary Items to Another User
    • User Settings
      • Users View Settings
      • General User Settings
      • Role Settings for Users and Groups
      • Membership Settings for Users and Groups
      • Notification Subscriptions for Users and Groups
      • User Channel Settings
      • User Password Settings
      • User Reference Settings
        • Select User Page
        • Replace User Log Page
      • Delegation of Items View
        • Delegation Settings
  • About Roles
    • Working With Roles
      • Assigning Roles Across Applications
      • Assigning Roles for Specific Projects
      • Assigning Groups to Roles
      • Assigning Users to Roles
  • About Group Accounts
    • Working With Groups
      • Adding Groups
      • Copying Groups
      • Deleting Groups
      • Applying Preferences to Groups
      • Groups for On-Demand Customers
    • Group Settings
      • Groups View Settings
      • General Group Settings
  • About Privileges
    • System Privileges
    • Folder Privileges
    • Item Privileges
    • Field Privileges
    • Attachment Privileges
    • Note Privileges
    • Report Privileges
    • Table Privileges
    • Privilege Behavior for System Tables
  • About Preferences
    • Content Preferences
    • Display Preferences
    • Section Preferences
    • Date/Time and Locale Preferences
    • Work Center Settings
  • About the User Profile Card
    • Customizing the User Profile Card
  • Frequently Asked Questions About User Management
• Managing Administrators
  • About Administrator Management
    • Types of Administrators
    • Privileges Required for Application Configuration, Deployment, and Promotion
  • Administrative Privileges
    • System Administration Privileges
    • Project Administration Privileges
    • Workflow Administration Privileges
    • Field Administration Privileges
    • Group Administration Privileges
    • Table Administration Privileges
    • Deployment Privileges
  • Frequently Asked Questions About Managing Administrators
• Managing Notifications
  • About Notifications
    • About Escalations
    • About Rules and Conditions
    • About Scheduled Report Notifications
  • Working With Notifications
    • Creating Standard Notifications
    • Creating Rules
    • Creating Delayed Notifications
    • Creating Repeating Notifications
    • Creating Escalation Notifications
    • Finding Notifications and Rules
    • Creating Notification E-mail Templates
    • Calling Web Services From Notifications
  • Notification Settings
    • The Notifications View
      • General Notification Settings
      • Escalation Settings
      • Notification Subscriptions
      • E-mail Field Settings
      • E-mail Responses
      • Web Service Functions
      • Web Service Mapping Settings
        • Mapping Web Service Function Parameters to SBM Fields
        • Enumeration Mapping Settings
      • Scheduled Report Notification Settings
      • Notification System Settings (On-demand Only)
    • The Rules View
      • Condition Settings
  • Best Practices for Notifications and Escalations
  • Frequently Asked Questions About Notifications
• Configuring Serena Work Center
  • About Work Center
  • Creating Application Groups
    • Application Group Settings
      • Application Group View
      • Application Group General Settings
      • Application Selection Options
  • Pinning Application Groups
  • Adding Views to User Menus
  • Managing System Views
  • Preparing for Backlogs
  • Customizing Work Center Branding
  • Configuring the Global Search Feature
• Configuring Advanced Features
  • Rich Text Editing
    • Configuring Rich Text Capabilities
  • The Social View
  • Time Capture
  • Working with Contacts (On-Demand)
  • Creating Query Views for Advanced Reports
  • Creating Classification Banners
• Administrative Utilities
  • About Record Locks
    • Removing Record Locks
  • About User Import
    • Importing Users From a Spreadsheet
      • Importing New Users from a Spreadsheet
      • Updating Users From a Spreadsheet
      • Spreadsheet Import Options
    • Importing Users and Contacts From LDAP
      • Preparing LDAP for SBM
      • Importing LDAP Users
      • Importing Contacts From LDAP
      • Updating Users and Contacts from LDAP
      • LDAP Import Settings
        • LDAP Import - Server Options
        • Options for Importing Users from LDAP
        • Options for Importing Contacts from LDAP
        • Options for Updating from LDAP
    • Import Log
    • Saving Import Options
  • About Data Import
    • Steps for Importing Data
    • Data Import Settings
    • Best Practices for Importing Data
    • Other Options for Importing Data
  • About Auxiliary Data
  • About Calendars
    • Calendar Settings
      • Calendars View
      • General Calendar Options
      • Calendar Overrides List
      • Calendar Overrides
  • About Channels
    • Channel Settings
      • Channels View
      • General Channel Options
  • About Localization
    • String Localization Categories
      • Design Object Strings
      • Global Design Object Strings
      • Notification Server Strings
      • Work Center and Request Center Strings
    • Translating Strings
      • Translating Strings Using XML
      • Translating Strings from Application Administrator
    • String Localization Settings
      • String Import Settings
      • String Export Settings
      • String Value Settings
      • Predefined Locales
  • About Resources
    • Process for Adding Resources
    • Importing and Exporting Resources
    • Adding Multiple Resources from SBM User Accounts
    • Resource Settings
      • The Resources View
        • General Resource Settings
        • Organization Settings for Resources
        • Team Settings for Resources
        • Team Management for Resources
        • Job Functions for Resources
        • Skill Assignments for Resources
      • The Resource Teams View
        • General Team Settings
        • Resource Settings for Teams
        • Resource Management for Teams
        • Job Functions by Resource Team
        • Skills by Resource Team
      • The Business Units View
        • General Business Units Settings
      • The Departments View
        • General Departments Settings
      • The Job Functions View
        • General Job Functions Settings
      • The Skills View
        • General Skills Settings
      • The Title Groups View
        • General Title Groups Settings
      • The Types View
        • General Types Settings
      • Export Resources Page
      • Import Resources Page
      • Import Log
• E-mail Setup
  • Mailboxes and E-mail Submission
    • Preparing Your System for E-mail Submission
      • Working with E-mail Submission Templates
      • Using XML E-mail Submission
    • Mailbox Settings
      • Global Mailbox View
      • Mailbox Configuration Settings
      • Mailbox Field Mapping
  • E-mail Templates
    • About the E-mail Template Editor
    • E-mail Template Tags
      • Notification Tags
      • E-mail Submission Template Tags
      • Scheduled Report Template Tags
      • User Registration and Password Template Tags
      • View Sharing Template Tags
      • Base Item Template Tags
      • Base Global Template Tags