GLPI User Documentation Version 9.5 GLPI Project, Teclib’ sept. 22, 2021 Table des matières 1 Preface 3 2 Installation 5 3 Table of contents 7 3.1 First Steps with GLPI..........................................7 3.1.1 General.............................................7 3.1.2 Understanding the interface...................................8 3.1.3 Manage your password.....................................8 3.1.4 Manage your Preferences....................................9 3.1.5 Navigate GLPI modules.................................... 11 3.1.6 User interfaces......................................... 12 3.1.7 View and manage records.................................... 14 3.1.8 Search for information in GLPI................................. 15 3.1.9 Saved Searches......................................... 18 3.2 Modules................................................. 20 3.2.1 Overview............................................ 20 3.2.2 Assets.............................................. 25 3.2.3 Management.......................................... 126 3.2.4 Tools.............................................. 190 3.2.5 Assistance............................................ 212 3.2.6 Administration......................................... 233 3.2.7 Configuration.......................................... 259 3.3 Advanced Configuration......................................... 283 3.3.1 Utilisation du cache....................................... 283 3.3.2 OPCache............................................ 284 3.4 Glossary................................................. 284 4 Documentation license 289 Index 291 i ii GLPI User Documentation, Version 9.5 Avertissement : The documentation is being rewritten. It is very likely that some parts are outdated, that there are dead links, etc Table des matières 1 GLPI User Documentation, Version 9.5 2 Table des matières CHAPITRE 1 Preface This documentation covers the installation and use of GLPI (Gestion Libre de Parc Informatique)! Free and open-source solution for IT asset management and helpdesk, and more. GLPI is a web application designed to manage all of your IT asset management issues from inventory management of hardware components and software to the management of user assistance. This guide is intended to give an overview of GLPI for both administrators and users. Each part can be consulted independently even if for reasons of logic we recommend that you read this documentation entirely. 3 GLPI User Documentation, Version 9.5 4 Chapitre 1. Preface CHAPITRE 2 Installation The GLPI installation documentation is available separately. 5 GLPI User Documentation, Version 9.5 6 Chapitre 2. Installation CHAPITRE 3 Table of contents 3.1 First Steps with GLPI Everything you need to know to get started with GLPI! 3.1.1 General Choose a web browser GLPI requires the use of a web browser. Optimal functioning of the application is obtained by using a modern browser compliant with web standards. The following web browsers are supported : — Edge — Firefox (including 2 latests ESR version) — Chrome GLPI also works on mobile; it is generally compatible with the mobile versions of the supported browsers. How to connect Open your browser and go to the GLPI homepage (https://{glpi_address}/). Access to the full functionality of the application requires authentication. An unauthenticated user can possibly access certain functions if GLPI has been configured to allow it : — View the FAQ (Frequently Asked Questions), — Open a ticket, —... Depending on the profile of the authenticated user, they may be shown the standard interface, or simplified interface. 7 GLPI User Documentation, Version 9.5 End your session To log out, click the Logout button in the top right of the screen. Once logged out, you will be redirected to the login page. 3.1.2 Understanding the interface Depending on the user’s profile, some menus and content may differ, but the logic of the interface remains the same. The GLPI interface is made up of different areas grouping together the application’s functionalities according to their nature. 1. The user menu allows you to manage your preferences, access help, change the current language, and discon- nect. 2. The main menu allows you to navigate through the different modules. 3. The breadcrumb trail allows you to locate the context of use of the main work area. 4. The entity selector (in multi-entity mode). 5. The main working area is the privileged space for interaction with the application. 6. The search box allows you to perform a global search at any time. 3.1.3 Manage your password The change password form can be found in user preferences. You must enter and confirm your password before validation. The administrator can disable this feature, so the change password area does not appear in this case. In the event that the user has forgotten their password, the possibility of resetting it is offered to them from the login page. The link is only present if notifications are enabled. Only users with an e-mail address defined in GLPI and not authenticating via an external source (LDAP, mail server, etc.) can use this functionality. Once the renewal request has been made by entering their e-mail address, the user receives an e-mail providing them with a link allowing them to reset their password. Passwords must follow the defined security policy. A real-time check of the entered password is then carried out. 8 Chapitre 3. Table of contents GLPI User Documentation, Version 9.5 3.1.4 Manage your Preferences User preferences are accessible from the Preferences tab of the user form; by clicking on your name at the top right of the interface, from any page. Each authenticated user has the possibility to modify his preferences if they have the Personalize update right in their profile. Main Tab Here the user can modify the usual personal information : — Surname — First name — Email address — Phone numbers — Location — Language —... Note : Some fields cannot be modified if they come from an LDAP directory. A user can add email addresses and select the default address, which will be used for sending notifications. They can also specify some default behaviors of the application, such as the selected profile and entity. They can also turn off notifications for actions they take. Depending on the profiles, the experienced user can also choose to exit the normal application mode. In debug mode, GLPI displays errors, all variable values, SQL queries, etc. It is useful to activate this mode in the event of GLPI malfunction. A maximum amount of information can therefore be communicated to the developers. This mode also allows you to have additional information on different objects in a specific tab (notifications, etc.). 3.1. First Steps with GLPI 9 GLPI User Documentation, Version 9.5 Personalization Tab This tab allows you to modify the general display preferences applied to a given user. These parameters take priority over those defined in the general configuration. Note : The Number of results per page value shown here cannot exceed the maximum value set in the general display options. Note that the Remote access key section allows you to regenerate the security key used to access the private flows offered by GLPI. Currently the ICAL and WEBCAL flows of the planning are protected by this security key which is integrated into the url. 10 Chapitre 3. Table of contents GLPI User Documentation, Version 9.5 Personal View Tab Lists custom views defined in objects by the user. In particular, it allows you to delete the personal views defined to return to global views. 3.1.5 Navigate GLPI modules The various functions of GLPI have been grouped into several modules, built around similar contexts of use. The top bar of the interface allows you to navigate between these modules : — The Assets module provides access to the various inventoried materials, — The Assistance module allows you to create and monitor tickets, problems and changes; as well as see statistics. — The Management module allows you to manage contacts, suppliers, budgets, contracts and documents. — The Tools module allows you to manage projects, notes, the knowledge base, reservations, RSS feeds and view reports. — The Administration module allows you to administer users, groups, entities, profiles, rules and dictionaries. It also allows the maintenance of the application (basic backup and restore, check if a new version is available) as well as the management of the email queue. — The Setup module provides access to the general configuration options of GLPI : notifications, collectors, automatic tasks, authentication, plugins, external links, SLA, management of titles, components as well as control of the uniqueness of fields. The menus presented vary according to the authorizations of the logged in user. The navigation context is presented to the user in the breadcrumb trail. Note : You will find at the bottom right a button allowing you to quickly return to the top of the page if necessary. There are keyboard shortcuts that allow you to navigate from one module / submodule to another. Here is the list of these shortcuts : — 1 => Home — Assets — o => Computers — s => Software — Assistance — t => Tickets — a => Statistics — p => Planning — Management — d => Documents — Tools — b => Knowledge base — r => Reservations — e => Reports — Administration — u => Users — g => Groups — Setup — n => Dropdowns Note : The combination of keys to associate with these shortcuts varies depending on the operating systems and browsers used. Here are some examples according to the browsers