About the CSM Browser Client

The CSM Browser Client is a web application that enables Users to access most of the features available from the CSM Windows-based Desktop Client using a browser. The CSM Browser Client supports most major modern browsers on desktop machines and tablets.

CSM Browser Client features include:

  • Record Logging: Log and manage records (ex: Incident, Problem, Change, Customer, CMDB, etc.).
  • Searching: Run Quick Searches or Search Groups (saved searches) to efficiently and thoroughly search/filter CSM data, locating one record or a set of records.
  • One-Steps: Run One-Steps to initiate one or more defined Actions, automating common or repetitive tasks.
  • E-mail: Send E-mails to a single recipient or a group of recipients.
  • Dashboards and Widgets: Use Dashboards to view critical metrics, analyze and predict trends, drill down into data, execute Actions, or just display a collection of information that might be relevant to a group of Users/Customers.
  • Reporting: Use a host of powerful reporting tools (defined Reports and report writing tools, Search Groups, Dashboards/Widgets, and Visualizations) to gather and measure data, analyze metrics, and predict trends.
  • Visualizations: View Visualizations to see the relationships between records in a variety of layouts.
  • Calendars: View Calendars to keep track of ongoing or upcoming Tasks.
  • Tools: Access the Contact Manager, Table Management, and CMDB.
  • Additional Features: Access/use HTML Pages, Knowledge Articles, and Queues.

    Browser Client Main Pane

The main Business Objects available in the Desktop Client are also available in the Browser Client, so there is as little difference as possible between the two clients. The majority of the differences in functionality lie in configuring and administrative functions within the Browser Client. The configurations and settings for the Browser Client are determined in the CSM Desktop Client and CSM Administrator. Many functions behave differently in the Browser Client than they do in the Desktop Client. To see the differences in functionality between the Browser Client and the Desktop Client, see Browser Client Features.

Before Users can access the Browser Client, it must be configured by a system administrator. After the Browser Client has been configured, Users access the Browser Client via a web browser (Chrome™, Mozilla Firefox®, Internet Explorer®, etc.).

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