Admin Manual

Everything you need for installation, upgrading, configuration and other advanced issues.

1. HelpSpot 5 Installation and Upgrade

• 1.1. HelpSpot 5 Overview
• 1.2. HelpSpot 5 Installation
• 1.3. Updating to HelpSpot 5 - Linux
• 1.4. Updating to HelpSpot 5 - Windows
• 1.5. Minor Version Upgrades (v4 or v5)
• 1.6. Linux Server Administration
• 1.7. .env Config (Self Hosted)
• 1.8. HelpSpot 5 Attachment Storage Location Change
• 1.9. HelpSpot 5 Admin Theme Changes
• 1.10. HelpSpot 5 Portal Changes
• 1.11. 508 Portal Template Changes
• 1.12. Language File Changes

2. HelpSpot Mobile Apps

• 2.1. Setup for Mobile Applications
• 2.2. Troubleshooting

3. Authentication

• 3.1. Office 365 / Azure SAML Authentication
• 3.2. Google Suite SAML Authentication
• 3.3. Black Box Authentication (agent login) with Active Directory
• 3.4. Black Box Authentication (agent login)
• 3.5. Black Box Portal Authentication (customer portal login)

4. System Administration

• 4.1. HelpSpot Command Line Tool
• 4.2. Handling Large Email File Attachments
• 4.3. Mailbox Setup - G Suite
• 4.4. Mailbox Setup - Office 365
• 4.5. How to Backup HelpSpot
• 4.6. How to Move HelpSpot
• 4.7. Removing /helpspot directory in URL on Windows / Apache
• 4.8. Connecting To A Network File Share For Attachment Storage
• 4.9. Enabling SSL in Apache on Windows
• 4.10. HelpSpot Limits

5. Customizing HelpSpot

• 5.1. Templates: The Basics
• 5.2. Admin Themes
• 5.3. Portal Privacy Policy and Terms of Service
• 5.4. Language Files - Modifying Language Packs
• 5.5. Populating Customer Information via Links
• 5.6. Category Management
• 5.7. Time Tracking
• 5.8. Formatted Text Syntax (Markdown)
• 5.9. Widget Tab Setup
• 5.10. Email Templates
• 5.11. Email Template Tags Reference
• 5.12. Custom Pages
• 5.13. Filter Color Tags

6. Automated Actions

• 6.1. Triggers, Mail Rules and Automations

7. Automation Rules

• 7.1. Overview
• 7.2. Rule Creation: Defining Conditions
• 7.3. Rule Creation: Defining Actions
• 7.4. Preventing Reoccurring Matches
• 7.5. Custom Scheduling Automation Rules
• 7.6. Examples

8. Secondary Portals

• 8.1. Secondary Portal Overview and Limitations
• 8.2. Adding a Secondary Portal
• 8.3. Explanation of Each Portal Setting
• 8.4. How Portal Templates Work in Secondary Portals
• 8.5. The Primary Portal as a Secondary Portal
• 8.6. Adding a Secondary Portal within Microsoft IIS

9. In-depth: Admin Settings

• 9.1. Time Tracker
• 9.2. License Information
• 9.3. Maintenance Mode
• 9.4. Status Types
• 9.5. Permission Groups
• 9.6. System
• 9.7. Date and Time
• 9.8. Business Hours
• 9.9. Email Integration
• 9.10. Email Mailboxes
• 9.11. Customer Tools

10. Troubleshooting Guides

• 10.1. Debugging HelpSpot
• 10.2. HelpSpot Speed and Performance
• 10.3. Microsoft SQL Server
• 10.4. Microsoft Exchange Server
• 10.5. Office 365 Email Configuration
• 10.6. Google Apps and Gmail Email Connection Issues
• 10.7. MySQL
• 10.8. MySQL - Convert Lowercase Windows Table Names to Mixed Case for Linux/Unix
• 10.9. Microsoft IIS
• 10.10. IIS: WSUS (Windows Server Update Services) And HelpSpot - 500 error
• 10.11. Postgres
• 10.12. Portal Pages Sometimes Return Blank
• 10.13. Month names are not translated
• 10.14. fPinned Duplicate Column Error
• 10.15. LDAP connections with Self-Signed SSL

11. HelpSpot Hacks

• 11.1. Converting Attachments from Database Storage to File System
• 11.2. Changing Custom Field Lengths
• 11.3. Search Request History by Customer Email
• 11.4. Delete SPAM Without Training Filter
• 11.5. Hidden Settings
• 11.6. Redirect HTTP Requests to HTTPS

HelpSpot 4 - Installation & Setup

• 1. HelpSpot 4 Overview
• 2. Updating to HelpSpot 4 from Version 3
• 3. Installing a New HelpSpot 4
• 4. HelpSpot Server Setup: RedHat/CentOS
• 5. HelpSpot Server Setup: Debian/Ubuntu
• 6. Creating a UTF-8 Database
• 7. HelpSpot 4 Server Security
• 8. Installing A New License File
• 9. Database Based Full Text Search
• 10. HelpSpot Commands
• 11. Tasks.php Explained
• 12. Version 4 Language File Changes
• 13. HelpSpot 4.8.0 Language File Changes
• 14. HelpSpot 4 Portal Template Changes
• 15. Troubleshooting

Patches

• 1. Version 3.1.8
• 2. Version 3.1.7
• 3. Version 3.1.6
• 4. Version 3.1.5
• 5. Version 3.1.1
• 6. Version 2.7.2
• 7. Version 2.7.0
• 8. Version 2.6.3
• 9. Version 2.6.0
• 10. Version 2.4.7

Release Notes

• 1. Upgrading - Redirect
• 2. New Release Notes Location
• 3. Version 4.0.30
• 4. Version 4.0.29
• 5. Version 4.0.28
• 6. Version 4.0.27
• 7. Version 4.0.26
• 8. Version 4.0.25
• 9. Version 4.0.24
• 10. Version 4.0.23
• 11. Version 4.0.22
• 12. Version 4.0.21
• 13. Version 4.0.20
• 14. Version 4.0.19
• 15. Version 4.0.18
• 16. Version 4.0.17
• 17. Version 4.0.16
• 18. Version 4.0.15
• 19. Version 4.0.14
• 20. Version 4.0.13
• 21. Version 4.0.12
• 22. Version 4.0.11
• 23. Version 4.0.10
• 24. Version 4.0.0 - 4.0.9
• 25. Version 3.2.12
• 26. Version 3.2.11
• 27. Version 3.2.10
• 28. Version 3.2.9
• 29. Version 3.2.7
• 30. Version 3.2.5
• 31. Version 3.2.4
• 32. Version 3.2.3
• 33. Version 3.1.9
• 34. Version 3.1.8
• 35. Version 3.1.7
• 36. Version 3.1.6
• 37. Version 3.1.5
• 38. Version 3.1.1
• 39. Version 3.1.0
• 40. Version 3.0.8 Beta
• 41. Version 3.0.7 Beta
• 42. Version 3.0.6 Beta
• 43. Version 3.0.5 Beta
• 44. Version 3.0.4 Beta
• 45. Version 3.0.3 Beta
• 46. Version 3.0.2 Beta
• 47. Version 3.0.1 Beta
• 48. Version 3.0.1 - Template Changes
• 49. Version 2.7.2
• 50. Version 2.7.1
• 51. Version 2.7.0
• 52. Version 2.6.3
• 53. Version 2.6.2
• 54. Version 2.6.1
• 55. Version 2.6.0
• 56. Version 2.6.0 - Template Changes
• 57. Version 2.4.7
• 58. Version 2.4.2
• 59. Version 2.4.2 - Template Changes
• 60. Version 2.1.1
• 61. Version 2.1.0
• 62. Version 2 - Template Changes
• 63. Version 1.5.5
• 64. Version 1.5.1
• 65. Version 1.5.0
• 66. Version 1.5.0 - Template Changes
• 67. Version 1.3.1
• 68. Version 1.2.0
• 69. Version 1.1.3
• 70. Version 1.1.2
• 71. Version 1.10
• 72. Version 1.03

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