Admin Manual

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

1. HelpSpot 4 - Installation & Setup

• 1.1. HelpSpot 4 Overview
• 1.2. Updating to HelpSpot 4 from Version 3
• 1.3. Installing a New HelpSpot 4
• 1.4. Updating to HelpSpot 4.0.1+
• 1.5. HelpSpot Server Setup: RedHat/CentOS
• 1.6. HelpSpot Server Setup: Debian/Ubuntu
• 1.7. Creating a UTF-8 Database
• 1.8. HelpSpot 4 Server Security
• 1.9. Installing A New License File
• 1.10. Database Based Full Text Search
• 1.11. Search: Installing SphinxSearch Debian/Ubuntu
• 1.12. Search: Installing SphinxSearch RedHat/CentOS
• 1.13. Running SphinxSearch with Multiple Installations
• 1.14. Search: Administration/Notes
• 1.15. HelpSpot Commands
• 1.16. Version 4 Language File Changes
• 1.17. HelpSpot 4.8.0 Language File Changes
• 1.18. HelpSpot 4 Portal Template Changes
• 1.19. Troubleshooting

2. HelpSpot Version 3 - Installation

• 2.1. Upgrading
• 2.2. Clean Upgrade

3. HelpSpot Mobile Apps

• 3.1. Setup for Mobile Applications
• 3.2. Troubleshooting

4. System Administration

• 4.1. Handling Large Email File Attachments
• 4.2. Black Box Authentication (agent login)
• 4.3. Black Box Authentication (agent login) with Active Directory
• 4.4. Black Box Portal Authentication (customer portal login)
• 4.5. Tasks.php Explained
• 4.6. Tasks2.php Explained
• 4.7. Mailbox Setup - G Suite
• 4.8. Mailbox Setup - Office 365
• 4.9. How to Backup HelpSpot
• 4.10. How to Move HelpSpot
• 4.11. IIS: Use a custom domain (remove virtual directory)

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. Filter Color Tags

6. Automation Rules

• 6.1. Overview
• 6.2. Rule Creation: Defining Conditions
• 6.3. Rule Creation: Defining Actions
• 6.4. Preventing Reoccurring Matches
• 6.5. Scheduling Rules
• 6.6. Examples

7. Secondary Portals

• 7.1. Secondary Portal Overview and Limitations
• 7.2. Adding a Secondary Portal
• 7.3. Explanation of Each Portal Setting
• 7.4. How Portal Templates Work in Secondary Portals
• 7.5. The Primary Portal as a Secondary Portal
• 7.6. Adding a Secondary Portal within Microsoft IIS

8. In-depth: Admin Settings

• 8.1. Time Tracker
• 8.2. License Information
• 8.3. Maintenance Mode
• 8.4. Status Types
• 8.5. Permission Groups
• 8.6. System
• 8.7. Date and Time
• 8.8. Business Hours
• 8.9. Email Integration
• 8.10. Email Mailboxes
• 8.11. Customer Tools

9. HelpSpot Hacks

• 9.1. Converting Attachments from Database Storage to File System
• 9.2. Changing Custom Field Lengths
• 9.3. Search Request History by Customer Email
• 9.4. phpBB2 Forums to HelpSpot Forums
• 9.5. vBulletin Forums to HelpSpot Forums
• 9.6. Delete SPAM Without Training Filter
• 9.7. Hidden Settings
• 9.8. Redirect HTTP Requests to HTTPS

Troubleshooting Guides

• 1. Debugging HelpSpot
• 2. HelpSpot Speed and Performance
• 3. Incompatibility Between Zend Optimizer and PHP 5.2.10 & 5.3
• 4. Microsoft SQL Server
• 5. Microsoft Exchange Server
• 6. Office 365 Email Configuration
• 7. Google Apps and Gmail Email Connection Issues
• 8. MySQL
• 9. MySQL - Convert Lowercase Windows Table Names to Mixed Case for Linux/Unix
• 10. Microsoft IIS
• 11. IIS: WSUS (Windows Server Update Services) And HelpSpot - 500 error
• 12. Postgres
• 13. Portal Pages Sometimes Return Blank
• 14. Running Zend Optimizer on OSX
• 15. Installing the Zend Optimizer in Plesk
• 16. Month names are not translated
• 17. fPinned Duplicate Column Error

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

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