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= Basic Set Up =
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<font face="Segoe UI">Welcome to ICM! You may be a new user or a contract administrator wanting to explore ICM. You are in the right place!</font>
  
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=== Log on to ICM ===
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== <font face="Segoe UI">Log on to ICM</font> ==
  
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Welcome to ICM. You may be a new user or a contract admin who want to explore ICM.
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<font face="Segoe UI">You must have account on ICM to use it. You should receive an account activation email with your account details once your ICM administrator creates it. This email will contain:</font>
  
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=== The ICM account activation email ===
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<font face="Segoe UI">• your username and temporary password.<br/> • a link to the ICM application.</font>
  
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To be able to use ICM, you must have an ICM account. This account is created by your ICM administrator. When the ICM administrator creates your account, you receive an email with your account details. This email is called the ICM Notification email and contains the following information:
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<font face="Segoe UI">To log on to ICM:</font>
  
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*Username and temporary password to log on to ICM.
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<font face="Segoe UI">'''1'''. Click the URL provided in your account activation email. At the '''Login''' page, enter the user name and password you received in the account activation email.</font>
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*Link to access the ICM application.  
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The ICM account activation email is important as it contains the information you need to log on to ICM. We recommend that you store this email for later use. When you log on for the first time you can enter the temporary password provided to you and then change the password.
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<font face="Segoe UI">[[File:Login.jpg|RTENOTITLE]]</font>
  
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'''To log on to ICM:'''
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<font face="Segoe UI">'''2'''. Click '''Log in'''. This opens the '''Dashboard'''.</font>
  
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1. Click the URL that is provided to you by ICM support. The '''Login''' page appears.
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&nbsp;
  
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[[File:Login.jpg|RTENOTITLE]]
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== <font face="Segoe UI">Setting your preferences</font> ==
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<div><div style="float:left;width:68%;">
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<font face="Segoe UI">On the ICM home page you can view your login details and your account settings. You can also change these settings if you want.</font>
  
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2. Type the user name and password that you have received by email from ICM.
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<font face="Segoe UI">To view the settings:</font>
  
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3. Click '''Log in'''. ICM Dashboard appears.
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<font face="Segoe UI">1. Select '''Preferences''' from the list. The '''My Preferences''' dialog box appears.<br/> You can view your account settings related to the language, date and time format, and so on.</font>
  
 
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<div>
 
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=== ICM version information ===
 
  
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[[File:Version.jpg|RTENOTITLE]]
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<font face="Segoe UI">[[File:Dropdwn.jpeg|RTENOTITLE]]</font>
  
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The ICM Version Information dialog box displays the following information:
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<font face="Segoe UI">2. To change the account settings, select the desired option from the respective drop-down box and click '''Save'''.</font>
  
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:'''Product Version''': displays the version of ICM
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<font face="Segoe UI">[[File:My Settings.jpg|RTENOTITLE]]</font>
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</div> <div align="center" style="float:right;background: #A9A9A9; width:30%; border:1px solid #000000;">
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<font face="Segoe UI">'''Video: Setting Preferences'''</font>
  
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:'''Word Add-In Version''': displays the version of ICM Word Add-In.
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<font face="Segoe UI">{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-50d4949f-811d-4fac-b8a6-c25623d85ac2/xc/0Q038
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/v2/embedded?autoplay=true&iframe=true|280|200}}</font>
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</div> </div> <div style="clear:both">&nbsp;</div>
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== <font face="Segoe UI">Out-of-office tasks setup</font> ==
  
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:'''Excel Bulk Insert Add-In Version''': displays the version of Excel Bulk Insert Add-In.  
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<font face="Segoe UI">The auto-delegation functionality for your tasks allows you to delegate these tasks to another user for a desired period.</font>
  
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:'''Outlook Add-In Version''': displays the version of Outlook Add-In.  
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<font face="Segoe UI">To delegate your tasks to another user for a desired period:</font>
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<font face="Segoe UI">1. Click '''Auto Delegation''' on the '''My Preferences''' dialog box.<br/> [[File:Auto Delegation.jpg|RTENOTITLE]]</font>
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<font face="Segoe UI">2. Select the date(s) on which you want to start the delegation and end the delegation. Also, select the user who you want to delegate the tasks to.</font>
  
 
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== Log off from ICM ==
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<font face="Segoe UI">3. Click '''Delegate'''. The details in the '''Delegations''' table appear.<br/> Use icons [[File:Editp.jpg|RTENOTITLE]] and [[File:Close.jpg|RTENOTITLE]]‎ to edit or delete the delegation respectively.</font>
  
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'''To log off from ICM:'''
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<font face="Segoe UI">[[File:Auto delegation2.jpg|RTENOTITLE]]</font>
  
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#Click on the arrow&nbsp;next to your user name.  
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&nbsp;
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#Click&nbsp;'''Log Off'''.  
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== <font face="Segoe UI">Change the UI theme</font> ==
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<font face="Segoe UI">1. On the upper right corner of your ICM page, point to [[File:Ddd.jpeg|RTENOTITLE]] next to your login name, and then click '''Preferences'''. The '''My Preferences''' dialog box appears.</font>
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<font face="Segoe UI">[[File:Dropdwn.jpeg|RTENOTITLE]]</font>
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<font face="Segoe UI">You can view your account settings related to the language, date, time format, and so on.</font>
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<font face="Segoe UI">2. On the '''My Preferences''' dialog box, in the '''My Settings''' tab, select the theme color you want for your UI.</font>
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<font face="Segoe UI">[[File:Preferences theme.jpeg|RTENOTITLE]]</font>
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<font face="Segoe UI">3. Click '''Save'''. The '''User settings saved successfully''' message appears. The ICM UI appears in the selected color.</font>
  
 
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</div>  
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== <font face="Segoe UI">ICM version information</font> ==
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<font face="Segoe UI">To find out, click [[File:Version.jpg|RTENOTITLE]] on the lower right corner of ICM page.</font>
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<font face="Segoe UI">The ICM Version Information dialog box displays the following information:</font>
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:<font face="Segoe UI">'''Product Version''': displays the version of ICM</font>
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:<font face="Segoe UI">'''Word Add-In Version''': displays the version of ICM Word Add-In.</font>
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:<font face="Segoe UI">'''Excel Bulk Insert Add-In Version''': displays the version of Excel Bulk Insert Add-In.</font>
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:<font face="Segoe UI">'''Outlook Add-In Version''': displays the version of Outlook Add-In.</font>
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&nbsp;
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== <font face="Segoe UI">Log off from ICM</font> ==
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<font face="Segoe UI">To log off from ICM:</font>
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<font face="Segoe UI">1. On the ICM home page, point to [[File:Ddd.jpeg|RTENOTITLE]] next to your user name in the top right corner.</font>
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<font face="Segoe UI">[[File:0.jpeg|RTENOTITLE]]</font>
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<font face="Segoe UI">2. Click '''Log Off''' to get out of ICM.</font>
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<font face="Segoe UI">[[File:01.jpeg|RTENOTITLE]]</font>
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== <font face="Segoe UI">Timeouts in ICM</font> ==
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<font face="Segoe UI">There are two types of timeouts in ICM:</font>
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<font face="Segoe UI">'''• Inactivity Session Timeout''': if an ICM session is idle with no action (remains inactive) for a preset duration, a countdown timer appears with a message indicating that the current session will time out in X minutes. The 'X' is set in the backend and cannot be configured from the user interface. Click '''OK''' to continue the session'.</font>
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{| class="wikitable"
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|-
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| <font face="Segoe UI">'''Note:''' You may lose any unsaved data if your session timesout.</font>
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|}
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<font face="Segoe UI">'''• Command Timeout''': When searching, if your query takes up more than the preset time, it gets aborted. An error message indicates that there was a timeout. Click '''OK''' to close the message. This may happen due to a database issue or a slow server response. Try your query again.</font>
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== <font face="Segoe UI">Video</font> ==
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<font face="Segoe UI">[https://icertis.kpoint.com/kapsule/gcc-50d4949f-811d-4fac-b8a6-c25623d85ac2/xc/0Q038 Setting preferences]</font>
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<font face="Segoe UI">Related Topics:<br/> [[ICM_Help|ICM Help]]</font>
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&nbsp;
 
&nbsp;

Revision as of 11:46, 11 April 2017

Welcome to ICM! You may be a new user or a contract administrator wanting to explore ICM. You are in the right place!

Log on to ICM

You must have account on ICM to use it. You should receive an account activation email with your account details once your ICM administrator creates it. This email will contain:

• your username and temporary password.
• a link to the ICM application.

To log on to ICM:

1. Click the URL provided in your account activation email. At the Login page, enter the user name and password you received in the account activation email.

RTENOTITLE

2. Click Log in. This opens the Dashboard.

 

Setting your preferences

On the ICM home page you can view your login details and your account settings. You can also change these settings if you want.

To view the settings:

1. Select Preferences from the list. The My Preferences dialog box appears.
You can view your account settings related to the language, date and time format, and so on.

 

RTENOTITLE

2. To change the account settings, select the desired option from the respective drop-down box and click Save.

RTENOTITLE

Video: Setting Preferences

Video

 

Out-of-office tasks setup

The auto-delegation functionality for your tasks allows you to delegate these tasks to another user for a desired period.

To delegate your tasks to another user for a desired period:

1. Click Auto Delegation on the My Preferences dialog box.
RTENOTITLE

2. Select the date(s) on which you want to start the delegation and end the delegation. Also, select the user who you want to delegate the tasks to.

 

3. Click Delegate. The details in the Delegations table appear.
Use icons RTENOTITLE and RTENOTITLE‎ to edit or delete the delegation respectively.

RTENOTITLE

 

Change the UI theme

1. On the upper right corner of your ICM page, point to RTENOTITLE next to your login name, and then click Preferences. The My Preferences dialog box appears.

RTENOTITLE

You can view your account settings related to the language, date, time format, and so on.

2. On the My Preferences dialog box, in the My Settings tab, select the theme color you want for your UI.

RTENOTITLE

3. Click Save. The User settings saved successfully message appears. The ICM UI appears in the selected color.

 

ICM version information

To find out, click RTENOTITLE on the lower right corner of ICM page.

The ICM Version Information dialog box displays the following information:

Product Version: displays the version of ICM
Word Add-In Version: displays the version of ICM Word Add-In.
Excel Bulk Insert Add-In Version: displays the version of Excel Bulk Insert Add-In.
Outlook Add-In Version: displays the version of Outlook Add-In.

 

Log off from ICM

To log off from ICM:

1. On the ICM home page, point to RTENOTITLE next to your user name in the top right corner.

RTENOTITLE

2. Click Log Off to get out of ICM.

RTENOTITLE

Timeouts in ICM

There are two types of timeouts in ICM:

• Inactivity Session Timeout: if an ICM session is idle with no action (remains inactive) for a preset duration, a countdown timer appears with a message indicating that the current session will time out in X minutes. The 'X' is set in the backend and cannot be configured from the user interface. Click OK to continue the session'.

Note: You may lose any unsaved data if your session timesout.

• Command Timeout: When searching, if your query takes up more than the preset time, it gets aborted. An error message indicates that there was a timeout. Click OK to close the message. This may happen due to a database issue or a slow server response. Try your query again.

Video

Setting preferences

Related Topics:
ICM Help

 

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