Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

Version 1 Next »

What is the Self-Service Manager (SSM)?

XTRF Self-Service Manager is an online assistant that helps you manage the business and administrative side of your relationship with XTRF.

0.png

In the SSM, you can check your license, contact, and instance details and request trainings, integrations, and trials. For details, see the section below.


How to access SSM?

Only users who are allowed to send requests to XTRF Support via Jira can access SSM.

To access the XTRF Self-Service Manager for the first time, perform the following steps:

  1. Open the SSM page via this link: https://ssm.xtrf.eu/.
    (blue star) If you have already logged in, the SSM main page will open right away.

Log in.png
  1. Click the Log in with new (XTM Cloud) Jira account button. 

  2. Enter the same credentials you use for logging in to the XTRF Application Support page.

  3. Click the Proceed to SSM button in the center of the screen. You will be directed to the Self-Service Manager main page.


Explore XTRF SSM

License Package

In the License Package card, you can check your current license plan, the number of licensed users, your support status, and how much onCloud space is still available for you.

3.png

Your XTRF Contact

In the Your XTRF Contact card, you can check the name and e-mail address of your manager.

4.png

Ask us about

In the Ask us about card, you can request a personalized online training and a license upgrade or downgrade. Here you will also find links to the XTRF Knowledge base and XTRF Academy.

5.png

Javadoc API documentation for macro development

In the Javadoc API documentation for macro development card, you can download the latest set of tools and documentation for developing macros for XTRF:

  1. Click the Review the terms in order to download version* link.

  2. Read the disclaimer.

  3. Select the Agreement checkbox.

  4. Click the Agree and download button.

OnCloud instance details

In the OnCloud instance details card, you can

OnCloud storage quota

In the OnCloud storage quota card, you can how much space there is left in the OnCloud storage.

10.png

OnCloud storage history

In the Ask us about card, you can check the retrospective usage of your server space in time, with color emphasis on eventual overuse.

API calls for current and previous month

In the API calls for current and previous month card, you can:

  • check and compare the number of API calls performed during the last two months.

  • download the displayed chart in SVG, PNG or CSV formats.

  • display a detailed report for last month’s API calls by clicking the Show details in the top right-hand corner.

API calls.png

Marketplace

The Marketplace card offers an array of optional features that can be enabled or unlocked for a trial period. Each request is processed individually.

The list of available features may vary depending on your license plan and features already enabled.

In the Marketplace card, you can request the following:

  • Trials for the optional features, such as:

    • Branding.

    • Budget codes.

    • Smart Connectors.

  • Trials for the following CAT Tool integrations:

    CAT tools.png
  • A customized document template.

  • No labels