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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. Installing HelpSpot 5 On Redhat
- 1.4. Installing HelpSpot 5 On Ubuntu
- 1.5. Updating to HelpSpot 5 - Linux
- 1.6. Updating to HelpSpot 5 - Windows
- 1.7. Minor Version Upgrades (v4 or v5)
- 1.8. Linux Server Administration
- 1.9. .env Config (Self Hosted)
- 1.10. HelpSpot 5 Attachment Storage Location Change
- 1.11. HelpSpot 5 Admin Theme Changes
- 1.12. HelpSpot 5 Portal Changes
- 1.13. 508 Portal Template Changes
- 1.14. Language File Changes
- 2. Email Setup and Troubleshooting
- 3. HelpSpot Mobile Apps
- 4. Authentication
- 4.1. Office 365 / Azure SAML Authentication
- 4.2. Google Suite SAML Authentication
- 4.3. Two Factor Authentication (2fa) Support
- 4.4. Black Box Authentication (agent login) with Active Directory
- 4.5. Black Box Authentication (agent login)
- 4.6. Black Box Portal Authentication (customer portal login)
- 4.7. SAML Debugging
- 4.8. SAML User Login Redirects to Portal Instead of Admin Workspace
- 5. System Administration
- 5.1. HelpSpot Command Line Tool
- 5.2. How to Backup HelpSpot
- 5.3. How to Move HelpSpot
- 5.4. Removing virtual directory in HelpSpot on IIS
- 5.5. Removing /helpspot directory in URL on Windows / Apache
- 5.6. Connecting To A Network File Share For Attachment Storage
- 5.7. Enabling SSL in Apache on Windows
- 5.8. HelpSpot Limits
- 6. Customizing HelpSpot
- 6.1. Templates: The Basics
- 6.2. Admin Themes
- 6.3. Portal Privacy Policy and Terms of Service
- 6.4. Language Files - Modifying Language Packs
- 6.5. Populating Customer Information via Links
- 6.6. Category Management
- 6.7. Time Tracking
- 6.8. Formatted Text Syntax (Markdown)
- 6.9. Widget Tab Setup
- 6.10. Email Templates
- 6.11. Email Template Tags Reference
- 6.12. Custom Pages
- 6.13. Filter Color Tags
- 7. Automated Actions
- 8. Automation Rules
- 9. Secondary Portals
- 10. In-depth: Admin Settings
- 11. Troubleshooting Guides
- 11.1. Turn On Debugging and Logging In HelpSpot 5
- 11.2. Debugging HelpSpot
- 11.3. HelpSpot Speed and Performance
- 11.4. Microsoft SQL Server
- 11.5. Microsoft Exchange Server
- 11.6. Google Apps and Gmail Email Connection Issues
- 11.7. MySQL
- 11.8. MySQL - Convert Lowercase Windows Table Names to Mixed Case for Linux/Unix
- 11.9. Microsoft IIS
- 11.10. IIS: WSUS (Windows Server Update Services) And HelpSpot - 500 error
- 11.11. Postgres
- 11.12. Portal Pages Sometimes Return Blank
- 11.13. Month names are not translated
- 11.14. fPinned Duplicate Column Error
- 11.15. LDAP connections with Self-Signed SSL
- 11.16. Blackbox ADLAD Error on PHP 7.4+
- 12. HelpSpot Hacks
- 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
- 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