Configuring a FootPrints Service Core Software Catalog item to deploy software automatically

Transcription

1 Configuring a FootPrints Service Core Software Catalog item to deploy software automatically Prerequisites: First, you need to have Numara FootPrints Service Core (FPSC) and Numara FootPrints Asset Core installed and licensed with the proper modules. Configuration Management and Service Catalog Change and Approval Management (Only if requiring approval workflow) Deployment Manager o At least 1 package created within Deployment Manager that also has an associated Operational Rule with it. Step-by-step Instructions First Enable the CMDB 1. Log into FootPrints Service Core (FPSC) with System Administration Credentials. 2. Navigate to Administration System 3. If you already have a CMDB created than you can skip to step Select Configuration Manager and Service Catalog 5. Select Go under the Create a New CMDB section.

2 6. Select User Template and Chose Numara FootPrints Asset Core, then select your workspace(s) to associate this CMDB with (you can have and typically will have the same CMDB associated with multiple workspaces). 7. Specify a unique name for this CMDB and then click Create CMDB 8. After the CMDB is created (takes a few moments) you will be brought to the CMDB Administration Page. Close this page and go back to your main Service Core page.

3 Now Enable the Service Catalog 9. Select the Workspace you wish to be in (that has an associated CMDB) and navigate to Administration Workspace. 10. In the last section of the page under Other Options select Configuration Manager and Service Catalog Options. 11. Ensure that the option for Service Catalog is enabled, if not, enable it and put in your FPSC login s password and save.

4 Create your Service Catalog Template that will automate ticket creation upon request 12. Navigate to More CMDB 13. Now select Administration

5 14. Select Service Request Templates 15. Select Create

6 16. Choose a Template Name and Click Go 17. Enter your FootPrints account password and click Go 18. Now fill in the default answers that your Service Request will create when selected by your customer(s). NOTE: You may want to have specific categories or titles that you will leverage to create the escalation rule already created prior to creating this template.

7 19. Ensure that on the tab where your Asset Information is associated you select the Advanced Actions link

8 20. Browse and select the Advanced Action you wish to run (in this case Install Adobe Acrobat Reader X) and select the Apply this action button. 21. The icon for the Advanced Actions will change when you do this. 22. When you complete your template setup than save your template by clicking on the save button. 23. You should see your newly created Service Request Template in the list.

9 24. Now click on Service Catalog in the upper right of the toolbar. 25. This will open the Service Catalog window in Administration mode. If you like one of the existing categories click on it to browse, if not you can select Create Category in the upper left and create a new Service Catalog Category. In this example we will use the existing *IT Services category.

10 26. Again, you can create a new Subcategory through the button in the upper left, for this example we will utilize the existing Business Application Services subcategory. 27. Choose Create Service in the upper left of your screen 28. In the first dropdown select the Service Request template you just created in steps above and select your status of In Production.

11 29. Fill in any other pertinent information, including a Name for your Service, a Description so your end-users know what the service is providing for them etc. When you are satisfied with your Service Request information details select the save button. NOTE: If you do not see all of these fields than you will need to create the attributes to your Service within the CMDB Administration screens so that they appear here.

12 30. You will be taken back to the Service Catalog Services page and you should see your newly created Service. You can select your service again and edit or make changes as you deem necessary. 31. Lastly, it is time to tie all of this together with an automated Escalation Rule. Close out of the Service Catalog and/or CMDB screen and be back at your main FootPrints Service Core Home screen.

13 32. Navigate to Administration Workspace

14 33. Under Automated Workflow select the Escalation Link

15 34. Select Add Escalation in the upper left 35. Select the options on the When to run screen to match the graphic below.

16 36. Select the Ticket Criteria tab and select an option based upon your Service Request Template that is unique to this specific service request and only select the status of Open and Request (use CTRL-Click). 37. Select the Actions Tab. Select the escalation options that you desire, the critical one for this request is the Advanced Actions option needs to be checked.

17 38. After you select your escalation actions click on the Name/Save tab. Create a name for your escalation rule and ensure it is enabled and then save it. 39. Now you have created an automated installation of Adobe Acrobat Reader X upon request from your customers. Promote your new Service Catalog and create more automated actions as you deem necessary for your organization.