Creating and configuring Change Request Templates
by Dieter Casser, Steve Buchanan, Steve Beaumont, Andreas Baumgarten, Anders Asp
Microsoft System Center 2016 Service Manager Cookbook - Second Edition
- Microsoft System Center 2016 Service Manager Cookbook - Second Edition
- Microsoft System Center 2016 Service Manager Cookbook - Second Edition
- Credits
- Foreword
- About the Authors
- About the Reviewers
- www.PacktPub.com
- Customer Feedback
- Preface
- 1. ITSM and ITIL Frameworks and Processes
- Introduction
- Understanding ITSM frameworks
- ITIL© processes
- Creating an Asset Management process
- Creating a Configuration Management System (CMS) process
- Creating a Service Request Fulfilment process
- Creating an Incident and Problem Management process
- Creating a Change and Release Management process
- Creating an IT Service Desk
- The Service Level Management process
- Dependencies and relationships between ITSM processes
- 2. Personalizing SCSM 2016 Administration
- Introduction
- Configuring how long to keep your SCSM data
- Configuring the Incident Management global settings
- Configuring the Problem Management global settings
- Configuring the Service Requests, Activity, Release, Knowledge, and Change Management global settings
- Configuring the behavior of child incidents when resolving, reactivating, and closing the parent incident
- Configuring the priority and urgency for your SLA targets
- Creating Management Packs to save your SCSM personalization
- Creating a configuration item group
- Creating a basic queue
- Creating SCSM console tasks
- Configuring global e-mail notification infrastructure settings
- Creating formatted e-mail notification templates
- 3. Configuring Service Level Agreements (SLAs)
- Introduction
- Creating priority queues
- Configuring business hours and non-working days
- Creating SLA metrics
- Creating SLOs
- Creating Incident Management SLAs
- Creating Service Request SLAs
- Viewing SLA warnings and breaches
- Setting up SLA notifications for warnings and breaches
- Creating repeated notifications before SLA breaches with escalation
- 4. Building the Configuration Management Database (CMDB)
- Introduction
- Adding configuration items manually
- Importing Active Directory configuration items
- Importing Configuration Manager configuration items
- Importing Operations Manager configuration items
- Importing Virtual Machine Manager configuration items
- Importing Orchestrator runbooks
- Using a CSV file to import items into the CMDB
- Creating a Business Service
- Personalizing and organizing configuration item views
- 5. Deploying Service Request Fulfilment
- Introduction
- Creating Support Groups for Service Requests
- Creating Service Request templates
- Creating Service Request activities
- Creating Service Offering categories
- Creating Service Catalog Request Offerings
- Creating Service Catalog Service Offerings
- Publishing Service Offerings and Request Offerings
- Working with Service Requests in the Self-Service Portal
- Filling in the Service Request Description with User Input from the Request Offering
- Creating Service Request notifications
- 6. Deploying and Configuring the HTML5 Self-Service Portal
- Introduction
- Choosing the right deployment model
- Deploying the HTML5 Self-Service Portal
- Configuring permissions
- Configuring cache settings
- Customizing the Self-Service Portal
- Customizing the Self-Service Portal further
- Getting ready
- How to do it...
- Lower-left side of fly out menu
- Icons
- Side bar links
- Colors look and feel
- Custom error message
- 7. Working with Incident and Problem Management
- Introduction
- Configuring incident and problem lists
- Creating an incident template
- Creating a subscription to notify the affected user upon the creation of an incident
- Adding a task to the incident form
- Creating a view to display the problem records created in the last 30 days
- Configuring the Global Operators Group
- Downloading, installing, and configuring the Exchange Connector
- Making the description field in the incident form auto-grow
- Extending the Incident class with a new property
- Using Advanced Search to find very specific incidents
- 8. Designing and Configuring Change Management and Release Management
- Introduction
- Creating and configuring Change Request Templates
- Creating and managing Change Management Review Activities
- Creating Manual Activities for Change Management
- Creating and managing Dependent Activities in Change Management
- Creating and personalizing Change Management Parallel Activities
- Creating and personalizing Change Management Sequential Activities
- Creating and personalizing Change Management Activity notifications
- Creating and managing Build and Environment Release Records
- Creating and managing Release Record Templates
- Working with Change Requests and Release Records
- Filling in all related Activity Descriptions with Descriptions from parent Change Requests
- 9. Implementing Security Roles
- Introduction
- Viewing basic settings for Security roles
- Adding users to the End Users role
- Creating and managing Service Request roles
- Creating and managing Incident Management roles
- Creating and managing Problem Management roles
- Creating and managing Change and Release Management roles
- Creating hybrid roles
- Configuring the Self-Service Catalog security role
- Listing SCSM security role details with PowerShell
- Getting SCSM security roles of a specific user with PowerShell
- 10. Working with the Data Warehouse and Reporting
- Introduction
- Viewing SCSM reports
- Creating favorite and linked reports
- Understanding the Service Manager Data Warehouse data mart
- Creating reports with Report Builder
- Configuring report permissions
- Delivering reports automatically using report subscriptions
- Analyzing data with Microsoft Excel
- Using the Analysis Library to publish Excel reports
- 11. Extending SCSM with Advanced Personalization
- 12. Automating Service Manager 2016
- Introduction
- Routing incidents automatically using workflows
- Downloading and installing SMLets
- Using SMLets to delete a work item
- Exporting your unsealed management packs using SMLets
- Creating a custom workflow in the Authoring Tool - exporting your unsealed management packs
- Autoclosing resolved incidents with SMLets and a custom workflow
- Automating your request offerings with Orchestrator
- Creating new work items with SMLets
- 13. Whats New in SCSM 2016 and Upgrading from SCSM 2012 R2
- Introduction
- What's new in Service Manager 2016?
- Preparing for Service Manager 2016
- Upgrading to Service Manager 2016
- A. Community Extensions and Third-Party Commercial SCSM Solutions
- Introduction
- Cireson solutions for Microsoft Service Manager
- itnetX
- Provance
- Derdack
- Gridpro
- SCUtils
- Axians
- B. Useful Websites and Community Resources
Change Request Templates can be used to pre-fill information in the Change Request form. These can be for instance a predefined Title, Description, Impact, Risk, and Priority.
This recipe will describe the steps to create a new Change Request Template.
To create a Change Request Template, follow these steps:
- Click on Create Template in the Tasks pane.
- Enter a name. In this recipe, we use
Change Request Service Pack Installation Template. - Enter a description. For instance,
This template can be used for Change Requests regarding deployment of Service Packs. - Choose the Change Request class by clicking on Browse next to the Class field, and then click on OK.
- Choose an existing management pack or create a new one to store the Change Request Template (the Creating Management Packs to save your SCSM personalization recipe in Chapter 2, Personalizing SCSM 2016 Administration describes how to store your customizations in management packs as well as the best practice for naming conventions of the XML files).
- Click on OK.
- Fill in the information in the related fields of the form. In this recipe, we pre-fill the fields Title, Description, Reason, Area (select Software from the drop-down box), and Priority (select Medium from the drop-down box), in the General tab of the Change Request Template.
- Pre-fill all fields you need in the Planning tab of the Change Request Template. In this recipe, we use Implementation Plan, Risk Assessment Plan, Test Plan, and Back out Plan.
- Click on OK to save and close the Change Request Template.
Basically a pre-filled template in SCSM 2016 can be used to create new Work Items (for instance Incident Records, Change Requests, and Service Requests). Using templates keeps the content and information of forms consistent. Using pre-filled templates will also reduce the time each individual spends initiating the relevant Work Item.
Change Management reporting is important due to the visibility and tracking provided, which is key to continually improving the process.
Providing the Scheduled Start and End Time of change requests is very helpful for reporting on the progress of the Change Management process. These key performance indicators offer a good overview on how many change requests are completed within the planned time.
To get more information about reporting please look at the recipes in Chapter 10, Working with the Data Warehouse and Reporting of this cookbook.
Microsoft TechNet Library: Managing Changes and Activities in System Center - Service Manager: https://technet.microsoft.com/en-us/system-center-docs/sm/manage/ops-managing-changes-and-activities-in-system-center-2016-service-manager.
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