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Halo Service Solutions Migration Guides

Natalia Tomchyshyn November 12, 2024

How to generate client secret and client ID in Halo Service Solutions?

The process of generating is the same for Halo ITSM, Halo PSA, and Halo Service Desk. The guide will be based on the Halo ITSM platform.

To facilitate a smooth data migration from or to Halo ITSM, you require Authorization Server, Client ID, and Client Secret. This way, you can connect your Halo ITSM account to Migration Wizard.

Here’s a simple guide to generate Сlient Secret and Client ID:

1. Go to your Halo ITSM account.

2. Click on Configuration in the left sidebar.

3. Select Integrations under Advanced.

4. Choose Halo ITSM API from a drop-down.

5. Click on View Application under Applications.

6. Click New in the right corner.

Note: Create a Halo ITSM API specifically for data migration. You can’t use the available onces.

7. Apply the following settings in the tab “Details”:

  • Fill in the Application name.
  • Mark a checkbox next to active.
  • Select Client ID and Secret (Services) under Authentication method.
  • Choose Agent as login type.
  • Select agent as log in as.

Note: You should pick an Agent that aligns with the one you intend to use for initiating a Demo Migration to Halo ITSM.

8. Copy Client ID and Client Secret.

9. Mark a checkbox next to All in the tab “Permissions”.

10. Click Save to apply settings.

How to deactivate the Approval Process in Halo Service Solutions?

To ensure ticket statuses like “Open” or “Closed” migrate correctly, disable the Approval Process before starting the migration.

How to disable it:

  1. Go to Configuration → Tickets → Ticket Types.
  2. Open a ticket type and click Edit.
  3. Set Start an Approval Process to No.
  4. Click Save.

Once the Full Data Migration is complete, you can re-enable the Approval Process as needed.

How to edit the required to non-required fields in the Halo Service Solutions?

The process of generating is the same for Halo ITSM, Halo PSA, and Halo Service Desk. The guide will be based on the Halo ITSM platform.

To modify the required fields in the incidents in Halo Service Desk, you need to

1. Sign in to your Halo Service Desk account. Go to Tickets > Ticket Types and choose Incidents.

2. Go to Field List and click edit.

3. Then click the pencil icon to edit Incident Details.

4. In Details, select Field List and click on a pencil icon next to Category to edit it.

5. Modify the required fields to your specific migration needs.

6. You can apply this setting to related tickets as well. Once done, click the Save button at the bottom of this window.

7. Save the Details changes.

8. And save the changes in the Incident.

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