App Portal 2015 R2 Evaluation Guide

App Portal 2015 R2
Evaluation Guide
Legal Information
Book Name:
App Portal 2015 R2 Evaluation Guide
Part Number:
APP-2015R2-UG00
Product Release Date:
03 November 2015
Copyright Notice
Copyright © 2015 Flexera Software LLC. All Rights Reserved.
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any. Any use, copying, publication, distribution, display, modification, or transmission of such technology in whole or in part in any form or by any
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intellectual property rights, whether by estoppel, implication, or otherwise.
All copies of the technology and related information, if allowed by Flexera Software LLC, must display this notice of copyright and ownership in
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For a list of trademarks and patents that are owned by Flexera Software, see http://www.flexerasoftware.com/intellectual-property. All other brand
and product names mentioned in Flexera Software products, product documentation, and marketing materials are the trademarks and registered
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Restricted Rights Legend
The Software is commercial computer software. If the user or licensee of the Software is an agency, department, or other entity of the United
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of any kind, including technical data and manuals, is restricted by a license agreement or by the terms of this Agreement in accordance with
Federal Acquisition Regulation 12.212 for civilian purposes and Defense Federal Acquisition Regulation Supplement 227.7202 for military
purposes. The Software was developed fully at private expense. All other use is prohibited.
Contents
1
App Portal 2015 R2 Evaluation Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
App Portal User Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Documentation Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Contacting Us. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
2
Getting Started with App Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Reviewing the App Portal User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Browse Catalog Tab: Submitting Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
My Requests Tab: Viewing Request Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
My Apps Tab: Managing Your Applications and Software Policy Score™ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Admin Tab: Configuring App Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Reviewing App Portal Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Catalog Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Approval Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Question Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Accessing the Admin Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Configuring Your Deployment Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Entering System Center 2012 Configuration Manager Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Entering System Center 2007 Configuration Manager Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Entering Altiris Client Management Suite Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Entering AirWatch Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Entering Casper Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Entering Common Deployment Technology Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
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Configuring a Catalog Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Creating a Category. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Adding a New Software Catalog Item. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Adding a New Unlicensed Software Catalog Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Adding Licensed Software Catalog Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Adding an AirWatch Mobile Application Catalog Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Linking a Mobile Application With a Desktop Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Attaching an Approval Workflow to an Existing Catalog Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Creating a Question Template and Attaching it to a Catalog Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80
Creating Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Creating a Question Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Attaching Question Template to Catalog Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
4
Requesting a Catalog Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Browsing for Catalog Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90
Areas of the Browse Catalog Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Browsing Through Catalog Items in the Results Pane. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Sorting Catalog Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Icons Displayed on the Browse Catalog Tab and on Checkout Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Submitting a Software Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98
Approving a Request. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105
Verifying Deployment Status on the My Requests Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106
Viewing Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107
4
Configuring ITSM Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Connecting to ServiceNow or BMC Remedy and Creating Default Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110
About ITSM Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Editing an Existing Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Setting ITSM Actions on Catalog Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .118
Viewing ITSM Notations in App Portal and ITSM System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .121
Integrating With the ServiceNow User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123
5
Performing App Portal Administrative Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Enabling App Portal Site for Your Enterprise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128
Managing Administration and Catalog Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .129
Managing Administration Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Managing Catalog Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Managing Approval Workflows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137
About Approval Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Creating a New Approval Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Additional Workflow Step Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Creating a Catalog Item Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .150
Editing Default Email Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .152
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Branding Your App Portal Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .156
Changing the Page Header Logo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Customizing the Welcome Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Customizing the App Portal User Interface Colors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Displaying a EULA to New Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Editing the Help Tab Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Adding Announcements to the Page Header . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Specifying a Company Support Home Page URL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Updating the Site Name in Browser Title Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Connecting to the Flexera Service Gateway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .170
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App Portal 2015 R2
Evaluation Guide
The App Portal 2015 R2 Evaluation Guide introduces you to the purpose and capabilities of App Portal, and provides
exercises to help you quickly learn how to get started using App Portal in your enterprise.
Table 1-1 • App Portal 2015 R2 Evaluation Guide
Topic
Content
Getting Started with App Portal
Introduces you to App Portal and reviews its major components.
Configuring a Catalog Item
Describes how to add a new software catalog item from System Center
Configuration Manager or Altiris Client Management Suite and make it
available for selection in the App Portal storefront.
Requesting a Catalog Item
Explains how to submit a request for a catalog item, how a request
moves through the approval process, and how to view the progress of
your request. It also explains how to view reports that summarize
App Portal inventory and request activity.
Performing App Portal
Administrative Tasks
Explains how to perform standard administrative tasks to configure and
customize App Portal for your enterprise.
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Chapter 1 App Portal 2015 R2 Evaluation Guide
App Portal User Documentation
App Portal User Documentation
To view user documentation specific to your organization’s App Portal app store, click the help icon in the navigation
bar:
Figure 1-1: Opening User Documentation from the Navigation Menu
If you click on the help icon in the navigation bar when the Admin tab is active, instead of opening a Help tab with
help information specific to your organization, a page opens providing links to open the full set of App Portal user
documentation.
You can also access the complete set of App Portal user documentation by clicking App Portal Help from the login
name menu:
Figure 1-2: Opening User Documentation from the Login Name Menu
When you click on App Portal Help, the App Portal User Documentation page opens, providing links to open the
following documents in either HTML or PDF format:
•
App Portal Configuration Guide
•
App Portal End User Guide
•
App Portal Installation Guide
•
App Portal Release Notes (PDF Only)
You can also access this App Portal user documentation at any time by visiting the following web page:
http://helpnet.flexerasoftware.com/appportal/index.htm
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Chapter 1 App Portal 2015 R2 Evaluation Guide
Documentation Conventions
Documentation Conventions
In this documentation, reader alert and style conventions are used to bring your attention to specific information or
help you identify information.
Reader Alert Conventions
Reader alerts are used throughout this documentation to notify you of both supplementary and essential
information. The following table explains the meaning of each alert.
Table 1-2 • Reader Alert Conventions
Image
Alert Name
Description
Note
Notes are used to draw attention to pieces of information that should
stand out.
Important Note
Important notes are used for information that is essential for users to read.
Caution
Cautions indicate that this information is critical to the success of the
desired feature or product functionality.
Tip
Tips are used to indicate helpful information that could assist you in better
utilizing the desired function or feature.
Best Practices
Best Practices alerts instruct you on the best way to accomplish a task.
Version-Specific Note
Version-specific notes indicate that the information applies to a specific
version of a product (such as Version 9.0 or Version 11.0).
Security
Security alerts identify security issues.
Task
The Task graphic indicates that procedural instructions follow.
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Chapter 1 App Portal 2015 R2 Evaluation Guide
Contacting Us
Style Conventions
The following style conventions are used throughout this documentation.
Table 1-3 • Style Conventions
Style
Example
Description
User Interface
Elements
On the File menu, click Open.
User interface elements appear in bold
when referenced in tasks.
Variables
FileName
Variables appear in italics.
User-Inputted
Text
Type $D(install) at the prompt.
Text that is to be entered as a literal value
is displayed in a monospace typeface, in
bold, and in blue.
File Names
and Directory
Paths
My files are located in the following directory:\
File names and directory paths are
presented in a monospace typeface.
CommandLine
Statements
To run the installation silently, enter:
Environment
Variables
Set the value of the windir environment
variable.
Environment variables are presented in a
monospace typeface.
Examples
Create two groups, one called Admins and the
other called General.
Examples are presented in bold.
Properties
In the Name property, enter a name for this
custom control that is unique among all of the
controls in your project.
Properties are presented in bold.
Screen Output
If you type an incorrect parameter, the message
Screen output (from a log file or from the
console) is displayed in a monospace
typeface, and in blue.
C:\MyDocuments\SampleCode
Command-line statements and parameters
are presented in a monospace typeface.
Setup.exe /s/v/qn
The system cannot find the path specified.
is displayed.
Links
Obtain the latest modules, white papers, project
samples, and more from:
Links appear in blue.
http://www.yourcompany.com/downloads.htm
Contacting Us
You may contact us from anywhere in the world by visiting our Web site at:
http://www.flexerasoftware.com
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Getting Started with App Portal
You can use App Portal to provide your employees all the advantages of a self-service app store while maintaining
complete control of the request, approval, and fulfillment process.
Your employees will be able to request applications from an easy-to-understand catalog using a Web browser.
App Portal will execute the fulfillment process from end to end: automating software approvals, enforcing proper
licensing, and handing off the application request to Microsoft System Center Configuration Manager or Altiris
Client Management Suite for delivery to the user’s device. App Portal can also deliver mobile applications using
AirWatch, and can deliver Apple OS X applications using JAMF Casper. The solution maintains a detailed audit trail
and keeps the requester informed of the status.
This chapter introduces you to App Portal, reviews its major components, and explains how to configure your
deployment technology:
•
Reviewing the App Portal User Interface
•
Reviewing App Portal Components
•
Accessing the Admin Tab
•
Configuring Your Deployment Technology
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Chapter 2 Getting Started with App Portal
Reviewing the App Portal User Interface
Reviewing the App Portal User Interface
The App Portal user interface (or “storefront”) is where users, managers, requesters, and approvers interact with App
Portal. The interface is divided into tabs to organize the content. The tabs displayed will depend on the user’s rights
and the configuration settings.
App Portal’s user interface, which is viewed in a web browser, is organized into tabs that extend across the screen
horizontally.
Figure 2-1: App Portal’s Tabbed Interface
The number of tabs each user sees depends upon that user’s permissions. Each tab provides a specific set of App
Portal functionality:
Table 2-1 • App Portal User Interface Tabs
Tab
Description
Browse Catalog
Use to submit requests for software and other assets.
Note • For more information, see Browse Catalog Tab: Submitting Requests and
Configuring a Catalog Item.
My Requests
Use to search for and view all of your submitted requests and those requests which
target your current computer.
Note • For more information, see My Requests Tab: Viewing Request Status and
Verifying Deployment Status on the My Requests Tab.
My Apps
Lists the applications installed on the user’s device(s), and enables users to address
automatic and administrator-defined alerts to ensure that those applications comply
with corporate software policies.
Important • This feature requires that App Portal is integrated with FlexNet Manager
Suite via the Flexera Service Gateway.
Note • For more information, see My Apps Tab: Managing Your Applications and
Software Policy Score™.
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Chapter 2 Getting Started with App Portal
Reviewing the App Portal User Interface
Table 2-1 • App Portal User Interface Tabs
Tab
Description
Approve / Reject
Lists all requests that are pending your approval. To approve or reject a request,
select the row for the item you wish to process and then click the appropriate button:
Approve, Reassign, Reject, or Request Info.
Note • For more information, see Approving a Request and Managing Approval
Workflows.
Processed
Lists all the items that you have processed (approved or rejected).
Review
List of your requests that are currently under review, such as when an approver asks
for additional information before approving it.
Profile
Lists user-specific attributes and settings.
Help
You can customize this page to display any content you feel would be most helpful
to users at your enterprise.
Note • For more information, see Editing the Help Tab Content.
Reporting
Use to view App Portal data in a read-only, searchable, and exportable view. Over 40
reports are included with App Portal.
Note • For more information, see Viewing Reports.
Dashboard
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On this tab you can view helpful reports that demonstrate how much time and
money using App Portal is helping you save in your software and operating system
deployment projects: Software and OS Deployment ROI Dashboards, and the SLA
Dashboard.
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Table 2-1 • App Portal User Interface Tabs
Tab
Description
Admin
Contains the following main views:
•
Site Management—Use to configure App Portal settings including security,
web site settings, deployment technology settings, Active Directory settings,
and settings to integrate with the Flexera Service Gateway. Under Site
Management, you can also manage approval workflows, question templates,
and catalog categories.
•
Catalog Management—Use to create and manage catalog items, which are
System Center Configuration Manager applications/programs or Altiris Client
Management Suite software products/policies that have been published in
App Portal for deployment through the software storefront.
Note • For more information, see Admin Tab: Configuring App Portal and Performing
App Portal Administrative Tasks.
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Browse Catalog Tab: Submitting Requests
The App Portal Browse Catalog tab lists all catalog items and is the location where users submit requests for
software and other assets.
Figure 2-2: App Portal Browse Catalog Tab
Catalog items are grouped into categories in the left pane. You can browse or search (using the Search box at the
top of the view) to locate the catalog item that you want to request. Search results or category contents are listed in
the right pane.
The icons next to the catalog items let you know whether approval is required for the item and whether a license is
currently available. After you locate a catalog item, just click the Add button to add it to your cart. Each time you add
an item to the cart, the count (a large yellow number to the right of the cart icon) is increased.
After you have selected all of the items you wish to request, click the cart icon to view the cart, and then click the
View cart and checkout button to submit the request.
Note • For detailed information on submitting a request, see Requesting a Catalog Item.
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Types of Catalog Items: Software, Cloud, General, Group, and AirWatch Mobile
App Portal lists three types of catalog items on the Browse Catalog tab:
•
Software Catalog Items—When creating a Software Catalog Item, App Portal connects to System Center
Configuration Manager, Altiris Client Management Suite, or a Casper server and prompts you to select one of
the listed items to make available in App Portal.
•
Cloud Catalog Items—App Portal provides out-of-the-box support for three cloud applications: Salesforce,
Box, and Microsoft Office 365. These three catalog items are automatically created during App Portal
installation. After you connect App Portal to your corporate account with these cloud application vendors, you
can offer these catalog items on your Browse Catalog tab to enable end users to request an account to use
these cloud applications.
•
General Catalog Items—When creating a General Catalog Item, you manually add a new catalog item and set
its properties. General catalog items are usually used for non-software assets, such as a headset or a mouse, that
you want to make available for request on App Portal. They can also be used to enable someone to make a
request for a software item that is not in the catalog.
•
Group Catalog Items—Catalog items can be configured to be selected as a bundle of separate applications.
This is called a group catalog item. If you add a group catalog item to your cart, all of the applications in that
group are added to the cart. However, if the Allow removal from bundle? option is selected for a catalog item
on its Catalog Item Properties dialog box, you can choose to remove that catalog item from the bundle before
adding it to your cart by clearing the check box.
•
AirWatch Mobile Application Catalog Items—When App Portal is connected to an AirWatch instance, you
can use the New Catalog Item Wizard to create a mobile application catalog item containing Apple iOS and
Google Android mobile apps. All iOS and Android mobile apps configured on the connected AirWatch instance,
both internal and public store, can be associated with an App Portal catalog item and made available in App
Portal.
Sample Catalog Items
When App Portal is installed, the Browse Catalog tab is populated with four sample General Catalog Items:
Table 2-2 • Sample Catalog Items
Category
Catalog Item
Hardware
Headset
Software
Non-Catalog Item
Software > Microsoft
Microsoft Silverlight
Microsoft Visio 2012
When in production use, software available in App Portal will usually be added as Software catalog items from
System Center Configuration Manager or Altiris Client Management Suite. However, these samples were added as
General catalog items.
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My Requests Tab: Viewing Request Status
The My Requests tab lists all of your submitted requests and those requests which target your current computer.
Figure 2-3: My Requests Tab
Each request is represented by a row in the grid and contains basic information about the request. Details of the
request are visible by clicking on the request name.
For more information, see Verifying Deployment Status on the My Requests Tab.
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My Apps Tab: Managing Your Applications and
Software Policy Score™
If App Portal is integrated with FlexNet Manager Suite, the App Portal My Apps tab is displayed, where you can view
a list of applications installed on your devices, and address automatic and administrator-defined alerts to ensure
that those applications comply with corporate software policies. This enables end users to assist IT administrators in
driving continual software license reclamation and optimization.
Figure 2-4: My Apps Tab
Viewing Installed Applications
When App Portal is integrated with FlexNet Manager Suite, it has access to the FlexNet Manager Suite Application
Recognition Library (ARL), which uniquely identifies over 110,000 applications (including multiple versions and
editions) from over 14,000 publishers.
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App Portal uses this information to identify the applications that have been installed on the current user’s computer,
and those applications are listed in the Installed Applications list on the My Apps tab.
Viewing Your Software Policy Score™ Chart
The Software Policy Score™ chart on the My Apps tab provides a quick way for a user to see the percentage of
their installed applications which have license reclamation or optimization issues to address.
Figure 2-5: Software Policy Score on the My Apps Tab
In order to enforce corporate software policies, App Portal sends out the following types of alerts when it detects a
problem with installed software:
•
Unused software alerts—Application has not been used for the number of days specified by the App Portal
administrator in the License Reclamation Threshold field.
•
Proof of purchase alert—When informed by FlexNet Manager Suite that there are no remaining licenses for an
application, administrators add that application to the Proof of purchase alert action catalog item, which
triggers an alert to be sent to all users who have that application installed.
•
Administrator-created action alert—An administrator can create a custom alert and attach a question
template to it to gather information from the application user.
The Software Policy Score™ chart classifies each application on your computer into one of three categories based
upon its unresolved alerts, and displays the percentage of applications in each category:
•
No Alerts—The applications in this category either have never had any alerts or all of their alerts have been
resolved.
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•
Unused Software Alerts—The applications in this category have an unresolved unused software alert. Because
unused licensed software is a large expense to an enterprise, these types of alerts have a high degree of
importance
•
Action Alerts—The applications in this category have an unresolved proof of purchase or administrator created
action alert.
Your goal is to have 100% of your applications in the No Alerts category. Each time you resolve an alert, your
Software Policy Score™ improves.
Resolving Alerts
Rather than having administrators send out email notifications to users regarding expired licenses or unused
software, administrators can create and enable license reclamation and alert actions to prompt end users to address
compliance issues. You resolve these issues in the My Current Alerts subtab of the My Apps tab.
Figure 2-6: My Current Alerts Subtab of My Apps Tab
To resolve an unused software or action alert, perform the following steps:
Task:
To resolve an alert:
1.
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Open the My Apps tab. All unresolved alerts are listed on the My Current Alerts tab.
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2.
To resolve an Unused Software Alert, perform the following steps:
a.
Review the text of the alert you want to resolve, and decide whether you would like to uninstall or keep the
application. The following is a sample alert:
Unused Software Alert: You have not used SQL Compare 10 during the last 80 days, Click
Uninstall to uninstall this software or click Keep to retain it.
b.
Click Keep or Uninstall. The Respond to Questionnaire panel of the Checkout process opens, and you
are prompted to specify why you want to keep or uninstall the application:
c.
Answer the listed questions and click Next. The Submit Request panel opens.
d.
Click Submit. A message appears stating that you have successfully resolved the issue:
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3.
To resolve an Action Alert, perform the following steps:
a.
Review the text of the alert you want to resolve. The following is a sample alert:
Action Alert: You are required to perform an action Uninstall Blacklisted Software for
Calculator 6.1. To perform this action, click here.
b.
Click the here link. The Checkout process opens, and you may or may not be prompted to answer
questions specific to the Action Alert on the Respond to Questionnaire panel.
c.
Answer any questions that are listed and then click Next. The Submit Request panel opens.
d.
Click Submit. A message appears stating that you have successfully resolved the issue.
4.
Return to the My Apps tab and open the My Resolved Alerts tab, where the alerts that you just resolved are
now listed.
5.
Now that you have resolved alerts, check the Software Policy Score chart on the My Apps tab. Each time you
resolve an alert, your Software Policy Score improves. Your goal is to have 100% of your applications in the No
Alerts category.
Note • For more information, see the App Portal 2015 R2 End User Guide and the App Portal 2015 R2 Configuration
Guide.
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Admin Tab: Configuring App Portal
App Portal administrators use the Admin tab to configure App Portal settings and manage catalog items.
Figure 2-7: Admin Tab
The following are the two main views on the Admin tab that you will be interacting with:
•
Site Management—Use to configure App Portal settings including security, web site settings, deployment
technology settings, Active Directory settings, ITSM integration, and settings to integrate with the Flexera
Service Gateway and FlexNet Manager Suite. Under Site Management, you can also manage approval
workflows, question templates, and catalog categories.
•
Catalog Management—Use to create and manage catalog items, which are System Center Configuration
Manager applications/programs or Altiris Client Management Suite software products/policies that have been
published in App Portal for deployment through the software storefront. You also use Catalog Management to
create mobile application catalog items (which will be deployed by AirWatch), OS X applications (which will be
deployed by Casper) or cloud catalog items (which trigger the creation of an account for a cloud application).
Note • For more information, see Performing App Portal Administrative Tasks.
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Reviewing App Portal Components
When learning to use App Portal, you need to understand the purpose of the following components:
•
Catalog Items
•
Approval Workflows
•
Question Templates
Catalog Items
Catalog items are added to App Portal and made available for selection in the App Portal storefront. Catalog items
are listed on the Browse Catalog tab and are added and edited on the on the Admin tab under Catalog
Management.
Figure 2-8: Catalog Management / Current Catalog Items View
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Catalog item properties are viewed and configured on a multi-tabbed properties dialog box:
Figure 2-9: Catalog Item Properties Dialog Box
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To create a new catalog item, you can use the New Catalog Item Wizard. Instead of entering the required and
optional information on multiple tabs of the Catalog Item Properties dialog box, the wizard prompts you to enter
just the required information, in a simple, linear fashion. To open the wizard, select Create New Catalog Item >
New Catalog Item Wizard.
Figure 3: New Catalog Item Wizard Panels for an System Center 2012 Configuration Manager Application
You have the option of opening the multi-tabbed Catalog Item Properties dialog box immediately after catalog
item creation to configure advanced settings, or go back and edit the catalog item at a later time,
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Note • Instead of using the wizard, you also have the option of creating new catalog items using the Catalog Item
Properties dialog box. To do this, select Create New Catalog Item > New Software Catalog Item.
For more information, see Configuring a Catalog Item.
Approval Workflows
Approval workflows are applied to catalog items to define how a request will be routed for review. In each step of an
approval workflow, a user or group reviews the request.
Figure 2-1: Simulation of an Approval Workflow
Approval workflows can be dynamic (evaluated based on user and computer conditions) or static (the same
regardless of who requests it or where it goes), and can have conditions applied to them.
Workflows are defined and listed on the Workflows View, which is opened by selecting Workflows under Site
Management on the Admin tab.
For detailed information, see Attaching an Approval Workflow to an Existing Catalog Item and Managing Approval
Workflows.
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Question Templates
When submitting a software request, sometimes the end user needs to answer a set of questions that will give App
Portal the information it needs in order to fulfill that software request.
For example, in order to approve a software request, a manager may want to know the name of the project that the
end user is working on that requires this application. Or, in order to determine licensing requirements, the manager
may want to know how frequently the end user will use this application or the time of day that it would be used.
In App Portal, you use the Question Manager to create questions, then group those questions into question
templates using the Template Manager.
Figure 2-2: Creating New Question Dialog Box
For detailed information, see Creating a Question Template and Attaching it to a Catalog Item.
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Accessing the Admin Tab
Access to the App Portal site is available to all directory services users at your enterprise (as long as the site is
enabled, as described in Enabling App Portal Site for Your Enterprise). All users at your enterprise will be able to use
the Browse Catalog and My Requests tabs to submit a request and the Approve / Reject tab to approve or reject
a request.
However, a user needs to have been assigned specific permissions in order to access the views on the Admin tab.
You use Admin Security and Catalog Security under Site Management on the Admin tab to assign permissions to
users and groups to give them access to the Admin tab.
Important • When App Portal is first installed, any user at your enterprise can use Admin Security and Catalog
Security to assign permission to access the Admin tab. However, as soon as one user or group is added to App Portal
and is assigned permissions, no other user will be able to access the Admin tab until they are also assigned permission
(either explicitly or as a member of a group).
If someone that does not have permission to the Admin tab opens it, the following error message will be displayed:
Figure 2-3: Permission Error
Important • If you do not have the necessary permissions to perform the steps in this section, contact your system
administrator.
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Accessing the Admin Tab
Task:
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To assign permission to access the Admin tab:
1.
Open the Admin tab.
2.
Under Site Management, select Admin Security. The Admin Security View opens.
3.
Click the Add User/Group button. The following dialog box opens:
4.
Use the search fields to locate your user name or a group that you are a member of.
5.
Select the appropriate permissions from the Assign rights fields for each listed role.
6.
Click Assign Rights to add the user or group. The selected user or group will now have access to the specified
roles.
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Note • For more information, see Managing Administration and Catalog Permissions.
Configuring Your Deployment
Technology
Before you get started using App Portal, you need to connect App Portal to a deployment technology and enter
configuration settings on the Settings > Deployment tab under Site Management. The Deployment tab has four
subtabs:
Table 2-3 • Subtabs of the Settings > Deployment Tab
Tab
Purpose
SCCM 2012
Connect App Portal to System Center 2012 Configuration Manager. See Entering System
Center 2012 Configuration Manager Settings.
SCCM 2007
Connect App Portal to System Center 2007 Configuration Manager. See Entering System
Center 2007 Configuration Manager Settings.
Altiris
Connect App Portal to Altiris Client Management Suite. See Entering Altiris Client
Management Suite Settings.
AirWatch
Connect App Portal to your instance of AirWatch. See Entering AirWatch Settings.
Common
Select the deployment technology that App Portal should use to perform specific tasks. See
Entering Common Deployment Technology Settings.
First, perform the tasks appropriate to the deployment technology used at your enterprise, and then perform the
tasks in the Entering Common Deployment Technology Settings section.
Entering System Center 2012 Configuration
Manager Settings
Note • After you have launched App Portal for the first time and uploaded the license file, you are then prompted to
specify the connection settings for your deployment technology. However, you are not required to enter your
deployment technology settings at this time. You could skip this step and launch App Portal, and then specify the
deployment settings on the Site Management > Settings > Deployment view. For more information, see “Getting
Started” in the App Portal Configuration Guide.
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To connect App Portal to System Center 2012 Configuration Manager, you need to open the Settings >
Deployment view under Site Management on the Admin tab, and then select the SCCM 2012 tab.
To enter System Center 2012 Configuration Manager connection settings, perform the following steps:
Task:
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To enter System Center 2012 Configuration Manager connection settings:
1.
On the Admin tab, open the Site Management > Settings >Deployment view.
2.
Open the SCCM 2012 tab.
3.
In the Central Site Server field, enter the machine name of the System Center 2012 Configuration Manager
server.
4.
In the Central Site Database Server field, enter the machine name where the System Center 2012
Configuration Manager server database resides.
5.
In the Central Site Database Name field, enter the database name of the System Center 2012 Configuration
Manager server database.
6.
In the Central Site Code field, enter the site code of the System Center 2012 Configuration Manager server (in
SITE_XXX format).
7.
Click Test to test the connection settings that are entered.
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8.
Set the Enable workstation verification? field to one of the following options to enable/disable the actions in
the Select verification level list.
•
Select verification level—Tells App Portal how to handle users who visit from machines that were not
originally registered with App Portal.
•
Warning—Users will be prompted with a notification that they are not using the discovered machine.
•
Disallowed—Users will not be able to visit the App Portal Storefront from other machines.
Note • Users matching one of the specified attributes will not be required to accept the EULA.
Note • This field is disabled when the User / Computer relationship field is set to Use SCCM last logon user.
9.
Specify the User / Computer relationship that App Portal needs to use by selecting one of the following
options:
•
Use SCCM last logon user—The user to computer relationship will use SMS last logon user.
•
Use SCCM Primary Console Usage—Makes use of the System Center Configuration Manager / SMS SP3
feature of tracking login duration to determine primary machine usage
•
Use AD Computer Managed By—Uses the AD Computer object “Managed By” attribute to determine the
primary user of the computer. This setting requires inventory of the "ManagedBy" AD attribute in System
Center Configuration Manager System Discovery.
•
Use User Affinity—In System Center 2012 Configuration Manager, you can directly define the users for a
computer and the computers for a user. The option could also be referred to as “Use System Center 2012
Configuration Manager user and device assignment”.
10. Specify any other System Center 2012 Configuration Manager options, as described in the App Portal
Configuration Guide.
11. Click Save.
Entering System Center 2007 Configuration
Manager Settings
Note • After you have launched App Portal for the first time and uploaded the license file, you are then prompted to
specify the connection settings for your deployment technology. However, you are not required to enter your
deployment technology settings at this time. You could skip this step and launch App Portal, and then specify the
deployment settings on the Site Management > Settings > Deployment view. For more information, see “Getting
Started” in the App Portal Configuration Guide.
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To connect App Portal to System Center 2007 Configuration Manager, you need to open the Settings >
Deployment view under Site Management on the Admin tab, and then select the SCCM 2007 tab.
To enter System Center 2007 Configuration Manager connection settings, perform the following steps:
Task:
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To enter System Center 2007 Configuration Manager connection settings:
1.
On the Admin tab, open the Site Management > Settings >Deployment view.
2.
Open the SCCM 2007 tab.
3.
In the Central Site Server field, enter the machine name of the System Center 2007 Configuration Manager
server.
4.
In the Central Site Database Server field, enter the machine name where the System Center 2007
Configuration Manager server database resides.
5.
In the Central Site Database Name field, enter the database name of the System Center 2007 Configuration
Manager server database.
6.
In the Central Site Code field, enter the site code of the System Center 2007 Configuration Manager server (in
SITE_XXX format).
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7.
Click Test to test the connection settings that are entered.
8.
Set the Enable workstation verification? field to one of the following options to enable/disable the actions in
the Select verification level list.
•
Select verification level—Tells App Portal how to handle users who visit from machines that were not
originally registered with App Portal.
•
Warning—Users will be prompted with a notification that they are not using the discovered machine.
•
Disallowed—Users will not be able to visit the App Portal Storefront from other machines.
Note • Users matching one of the specified attributes will not be required to accept the EULA.
Note • This field is disabled when the User / Computer relationship field is set to Use SCCM last logon user.
9.
Specify the User / Computer relationship that App Portal needs to use by selecting one of the following
options:
•
Use SCCM last logon user—The user to computer relationship will use SMS last logon user.
•
Use SCCM Primary Console Usage—Makes use of the System Center Configuration Manager / SMS SP3
feature of tracking login duration to determine primary machine usage
•
Use AD Computer Managed By—Uses the AD Computer object “Managed By” attribute to determine the
primary user of the computer. This setting requires inventory of the “ManagedBy” AD attribute in System
Center Configuration Manager System Discovery.
10. Specify any other System Center 2007 Configuration Manager options, as described in the App Portal
Configuration Guide.
11. Click Save.
Entering Altiris Client Management Suite
Settings
Note • After you have launched App Portal for the first time and uploaded the license file, you are then prompted to
specify the connection settings for your deployment technology. However, you are not required to enter your
deployment technology settings at this time. You could skip this step and launch App Portal, and then specify the
deployment settings on the Site Management > Settings > Deployment view. For more information, see “Getting
Started” in the App Portal Configuration Guide.
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To connect App Portal to Altiris Client Management Suite, you need to open the Settings > Deployment view
under Site Management on the Admin tab, and then select the Altiris tab.
To enter Altiris connection settings, perform the following steps:
Task:
To enter Altiris connection settings:
1.
On the Admin tab, open the Site Management > Settings > Deployment view.
2.
Open the Altiris tab.
3.
In the Central Site Server field, enter the machine name of the Altiris Notification Server.
Tip • Make sure that ASDK is installed on this machine.
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4.
In the Central Site Database Server field, enter the machine name where the Altiris Notification Server
database resides.
5.
In the Central Site Database Name, enter the database name of the Altiris Notification Server database.
6.
Click Test to test the connection settings that are entered.
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7.
Specify the User / Computer relationship that App Portal needs to use by selecting one of the following
options:
•
Use last logon user
•
Use User Affinity (primary device assigned to user)
8.
In the Computer Collection Folder field, enter the name of the folder to use to create App Portal computer
filters.
9.
In the User Collection Folder field, enter the name of the folder to use to create App Portal user filters.
10. In the Advertisement Folder field, enter the name of the folder to use to create App Portal advertisements.
11. After adding the user/computer to a filter for deployment, App Portal can update the policy on the Altiris
Management Agent on the client to receive the deployment. However, in order to do this, the App Portal system
account needs remote WMI access on all the machines. If the remote WMI permissions are granted, select the
Update Machine Policy On Altiris Management Agent option to allow App Portal to remotely update client
policy.
12. Click Save.
Note • The Use Central Site for All Deployments option is always selected, because App Portal only communicates
with the central site.
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Entering AirWatch Settings
Note • After you have launched App Portal for the first time and uploaded the license file, you are then prompted to
specify the connection settings for your deployment technology. However, you are not required to enter your
deployment technology settings at this time. You could skip this step and launch App Portal, and then specify the
deployment settings on the Site Management > Settings > Deployment view. For more information, see “Getting
Started” in the App Portal Configuration Guide.
To connect App Portal to an AirWatch instance, you need to open the Settings > Deployment view under Site
Management on the Admin tab, and then select the AirWatch tab.
To enter AirWatch connection settings, perform the following steps:
Task:
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To enter AirWatch connection settings:
1.
On the Admin tab, open the Site Management > Settings > Deployment view.
2.
Open the AirWatch tab.
3.
In the AirWatch URL field, enter the URL to your instance of AirWatch.
4.
Enter the User Name and Password to your AirWatch instance.
5.
Enter the API Key that was provided to you by AirWatch.
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6.
Click Test to test connection settings. If successful, the following message is displayed:
AirWatch Server settings are valid.
Note • AirWatch users (which are based upon an email address) and devices are synced to App Portal at the same
time that the System Center Configuration Manager / Altiris users and devices are synced. App Portal users are
matched with System Center Configuration Manager / Altiris users by having the same email address.
Note • When App Portal publishes a request to AirWatch, AirWatch returns a status message to indicate success or
failure of the deployment. By default, these values are Installed or Managed for success or NotInstalled for
failure. If, at some future time, AirWatch changes their status messages to something different, you can update
these values by performing the steps in “Entering AirWatch Status Mapping Settings” in the App Portal
Configuration Guide.
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Entering Casper Settings
Note • After you have launched App Portal for the first time and uploaded the license file, you are then prompted to
specify the connection settings for your deployment technology. However, you are not required to enter your
deployment technology settings at this time. You could skip this step and launch App Portal, and then specify the
deployment settings on the Site Management > Settings > Deployment view. For more information, see “Getting
Started” in the App Portal Configuration Guide.
To connect App Portal to a Casper server, you need to open the Settings > Deployment view under Site
Management on the Admin tab, and then select the Casper tab.
To enter Casper connection settings, perform the following steps:
Task:
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To enter Casper connection settings:
1.
On the Admin tab, open the Site Management > Settings > Deployment view.
2.
Open the Casper subtab.
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3.
In the Casper URL field, enter the URL to your Casper server.
4.
Enter the User Name and Password to your Casper server.
5.
Click Test to test connection settings. If successful, the following message is displayed:
Casper Server settings are valid.
Note • Casper users (which are based upon an email address) and devices are synced to App Portal at the same
time that the System Center Configuration Manager / Altiris users and devices are synced. App Portal users are
matched with System Center Configuration Manager / Altiris users by having the same email address.
Note • When App Portal publishes a request to Casper, Casper returns status messages, which are listed in the
Casper XPath Mapping area of this tab. If, at some future time, Casper changes their status messages to
something different, you can update these values by performing the steps in “Entering Casper XPath Mapping
Settings” in the App Portal Configuration Guide.
Entering Common Deployment Technology
Settings
On the Settings > Deployment > Common tab, you need to select the deployment technology that App Portal
should use to perform user syncing, computer syncing, evaluating collection membership, and other tasks.
Starting with App Portal 2013, you can connect App Portal to multiple deployment technologies: Altiris, System
Center 2007 Configuration Manager, and/or System Center 2012 Configuration Manager. You can also specify
custom a custom connection string to another third-party deployment technology. You are permitted to set up App
Portal to perform some tasks with one deployment technology and other tasks with a different deployment
technology.
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To enter common deployment technology settings, perform the following tasks:
Task:
42
To enter common deployment technology settings:
1.
On the Admin tab, open the Site Management > Settings > Deployment view.
2.
Open the Common subtab.
3.
If you are using more than one deployment technology, in the Define order for detecting client deployment
technology list, specify the order in which App Portal will check them to determine which deployment
technology the end user’s computer is a client of.
4.
From the Syncing Users list, select the deployment technology you want App Portal to use to sync users using
built-in sync queries.
5.
From the Syncing Computers list, select the deployment technology you want App Portal to use to sync
computers using built-in queries.
6.
From the Evaluating collection membership list, select the deployment technology that you want App Portal
to use to evaluate collection membership for standard conditions.
7.
From the Inventory list, select the deployment technology that you want App Portal to use to read inventory
data.
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Note • Not supported for Altiris unless also using FlexNet Manager Suite.
8.
In the Sync Page Size field, enter the batch size to process users and computers. The default value is 50.
9.
Click Save, and then click the Sync Data Now button to sync App Portal using the current selections.
Note • By default, the sync also happens at 2:00 a.m. each morning. To configure the time, open the
Settings > Timers tab and edit the Time of day to sync users and computers field.
Note • You also have the option of specifying custom sync connection strings in the Custom Computer Sync Settings
and Custom User Computer Map Sync Settings areas. For more information, see the Common Subtab help topic
under the Deployment Tab help topic in the App Portal Configuration Guide.
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Configuring a Catalog Item
In this chapter, you will learn how to add a new software catalog item from System Center Configuration Manager,
Altiris Client Management Suite, AirWatch, or Casper to App Portal and make it available for selection in the App
Portal storefront.
•
Creating a Category
•
Adding a New Software Catalog Item
•
Attaching an Approval Workflow to an Existing Catalog Item
•
Creating a Question Template and Attaching it to a Catalog Item
Note • App Portal provides out-of-the-box support for three cloud applications—Box, Salesforce, and Microsoft Office
365—and automatically creates a catalog item for each. You can also create a cloud catalog item for additional cloud
applications. For more information, see “Configuring Cloud Application Integration” in the App Portal Configuration
Guide.
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Creating a Category
Creating a Category
Catalog items are organized using categories. Categories, which are listed in the Browse Categories tree on the
Browse Catalog tab, are visible to end users when they are creating an App Portal request. When an end user
selects a category on the Browse Catalog tab, the catalog items in that category are listed:
s
Figure 3-1: Browse Catalog Tab With Microsoft Category Selected
Note • A catalog item can be a member of multiple categories.
When you create a category, you have the option of setting category security and setting a category owner:
46
•
Set Category Security—To control which users and/or groups are permitted to view (and request) the
applications in that category, you can set category security.
•
Set Category Owner—To only give specific users permission to manipulate the applications in a category, you
can assign category owners.
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Creating a Category
To create a catalog category, perform the following steps.
Task:
To create a catalog category:
1.
Open the App Portal Admin tab.
2.
Under Site Management in the App Portal Menu, select Categories.
3.
Under Categories, select Catalog Categories. Existing categories are listed in the right pane.
4.
Select the Software category and then click Add Category. You are prompted to enter a New Category Name.
5.
Enter a name to identify the category, such as Adobe, and click Add. The new category is now listed under the
Software category.
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Adding a New Software Catalog Item
In this section, you will learn how to add a new software catalog item to App Portal. You will also learn how to
associate App Portal with FlexNet Manager Suite so that you can use App Portal to manage application licenses.
•
Adding a New Unlicensed Software Catalog Item
•
Adding Licensed Software Catalog Items
•
Adding an AirWatch Mobile Application Catalog Item
Adding a New Unlicensed Software Catalog Item
In this exercise, you will select a software application from System Center 2012 Configuration Manager to add to
your App Portal catalog. This application does not require an associated license.
Note • While this exercise takes you through the steps of adding an application from System Center 2012
Configuration Manager, the steps for adding System Center 2007 Configuration Manager packages, Altiris software
products, Altiris policies, and Casper packages are very similar.
Note • To add a software catalog item, you must first provide connection settings to a deployment technology, as
described in Configuring Your Deployment Technology.
Task:
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To create a new unlicensed software catalog item:
1.
Open the App Portal Admin tab.
2.
Under Catalog Management in the App Portal Menu, select Create New Catalog Item > New Catalog Item
Wizard. The Catalog Item Type panel of the New Catalog Item Wizard opens.
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3.
Select Software Catalog Item and click Next. The Software Source panel opens.
4.
Select SCCM 2012 and then select Application.
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5.
Click Next. The SCCM 2012 Applications panel opens.
6.
Locate and select the application that you want to associate with this new catalog item.
Important • Only a specified number of packages are initially listed in this grid. To search the entire System Center
Configuration Manager server for a package, use the column filters.
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7.
Click Next. The Catalog Item Title and Category panel opens.
8.
In the Title field, enter a title to identify this catalog item in your App Portal storefront. By default, the name of
the package that you selected is listed in this field.
9.
From the Category field, select a category to specify this catalog item’s location in the App Portal catalog.
Note • You are required to select at least one category, but you may select more than one.
10. In the Brief Description field, enter the text that you want to display under the catalog item Title in the App
Portal storefront.
11. By default, a generic icon is associated with this catalog item. If you have another image that you would like to
use to identify this catalog item, click Change to open the Image Selection dialog box and select a .gif, .jpg,
or .png icon file.
Tip • For best results, the uploaded image should be at least 80 px by 80 px.
12. In the Search Keywords text box, enter single words that an end user might enter when searching for this
catalog item.
13. In the Full Description text area, enter a longer description of this catalog item, and use the items on the
toolbar to format it.
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The text entered in the Title, Brief Description, and Full Description fields, along with the catalog item icon,
will be displayed when viewing this catalog item on the Browse Catalog tab. When the catalog item is viewed
in List View, the title and brief description are displayed:
When you view a catalog item in Detail View, the text and images entered in the Full Description field is also
displayed:
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14. When you are finished editing the fields on the Catalog Item Title and Category panel, click Next.
15. The SCCM 2012 Deployment Settings panel opens.
Note • When adding an System Center Configuration Manager package, or an Altiris software product or policy,
the options displayed on the Deployment Settings panel will vary.
16. From the Select Deployment Method list, select one of the following options to specify whether this catalog
item will be deployed to a computer or to a user:
•
Deploy to computer
•
Deploy to user
17. To add an uninstall collection to this catalog item, select the Create Uninstall Collection option. When this
option is selected, users will be able to submit an uninstall request from App Portal, and System Center
Configuration Manager will uninstall the application. App Portal will inform the user when the uninstall is
complete.
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18. Click Next. The Ready to Create panel opens.
19. Click Create to create this new catalog item. The catalog item will now be listed on the Browse Catalog tab in
the category you selected.
Note • After creating a catalog item, you can edit its basic and advanced settings on the Catalog Item Properties
dialog box, as described in the Setting Catalog Item Properties topic in the App Portal Configuration Guide.
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Adding Licensed Software Catalog Items
If you have also purchased FlexNet Manager Suite, you can use App Portal to manage application licenses.
•
Flexera Service Gateway—App Portal communicates with FlexNet Manager Suite via the Flexera Service
Gateway component. You need to enter the Flexera Service Gateway server name on the Integration tab of the
Site Management > Settings view.
•
Linking a catalog item to FlexNet Manager Suite—You can associate a catalog item with its Flexera ID when
creating the new catalog item using the New Catalog Item Wizard. Also, after a catalog item has been added
to App Portal, you can open the FlexNet Manager Suite tab of the catalog item’s Catalog Item Properties
dialog box and search the FlexNet Manager Suite libraries to locate the application’s Flexera ID.
•
App Portal can reserve licenses—After App Portal is connected to FlexNet Manager Suite and an application’s
Flexera ID has been selected, whenever an end user requests that application from App Portal, App Portal will
automatically connect to FlexNet Manager Suite and request that an application license be reserved for that
end user.
You can add a Flexera ID to a new catalog item using the New Catalog Item Wizard, or to an existing catalog item,
using the Catalog Item Properties dialog box.
•
Adding a New Licensed Software Catalog Item Using the New Catalog Item Wizard
•
Converting an Existing Catalog Item to a Licensed Catalog Item
Note • To add a software catalog item, you must first provide connection settings to a deployment technology, as
described in Configuring Your Deployment Technology.
Adding a New Licensed Software Catalog Item Using the New Catalog Item
Wizard
To add a new licensed software catalog item using the New Catalog Item Wizard, perform the following steps.
Task:
To create a new licensed software catalog item:
1.
Select Site Management > Settings. The General tab of the Settings view opens.
2.
Open the Integration tab.
3.
In the Flexera Service Gateway Server Name field, enter the name of your Flexera Service Gateway server.
4.
Open the App Portal Admin tab.
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5.
Under Catalog Management in the App Portal Menu, select Create New Catalog Item > New Catalog Item
Wizard. The Catalog Item Type panel of the New Catalog Item Wizard opens.
6.
Select Software Catalog Item and click Next. The Software Source panel opens.
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7.
Select SCCM 2012 and then select Application.
8.
Click Next. The SCCM 2012 Applications panel opens.
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9.
Locate and select the application that you want to associate with this new catalog item.
Important • Only a specified number of packages are initially listed in this grid. To search the entire System Center
Configuration Manager server for a package, use the column filters.
10. Click Next. The Catalog Item Title and Category panel opens.
11. In the Title field, enter a title to identify this catalog item in your App Portal storefront. By default, the name of
the package that you selected is listed in this field.
12. From the Category field, select a category to specify this catalog item’s location in the App Portal catalog.
Note • You are required to select at least one category, but you may select more than one.
13. In the Brief Description field, enter the text that you want to display under the catalog item Title in the App
Portal storefront.
14. By default, a generic icon is associated with this catalog item. If you have another image that you would like to
use to identify this catalog item, click Change to open the Image Selection dialog box and select a .gif, .jpg,
or .png icon file.
Tip • For best results, the uploaded image should be at least 80 px by 80 px.
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15. In the Search Keywords text box, enter single words that an end user might enter when searching for this
catalog item.
16. In the Full Description text area, enter a longer description of this catalog item, and use the items on the
toolbar to format it.
The text entered in the Title, Brief Description, and Full Description fields, along with the catalog item icon,
will be displayed when viewing this catalog item on the Browse Catalog tab. When the catalog item is viewed
in List View, the title and brief description are displayed:
When you view a catalog item in Detail View, the text and images entered in the Full Description field is also
displayed:
17. When you are finished editing the fields on the Catalog Item Title and Category panel, click Next. Because
you are connected to FlexNet Manager Suite via the Flexera Service Gateway, the Flexera ID panel opens, and
by default, does not list any products.
18. In the filter box under Product, enter the name of the application you are adding and press Enter. The Flexera ID
list is populated with applications matching the term(s) you entered.
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19. To track licenses for this catalog item using its Flexera ID, select the application name for this catalog item, and
click Next. The SCCM 2012 Deployment Settings panel opens.
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Note • When adding a System Center Configuration Manager package, or an Altiris software product or policy, the
options displayed on the Deployment Settings panel will vary.
20. From the Select Deployment Method list, select one of the following options to specify whether this catalog
item will be deployed to a computer or to a user:
•
Deploy to computer
•
Deploy to user
21. To add an uninstall collection to this catalog item, select the Create Uninstall Collection option. When this
option is selected, users will be able to submit an uninstall request from App Portal, and System Center
Configuration Manager will uninstall the application. App Portal will inform the user when the uninstall is
complete.
22. Click Next. The Ready to Create panel opens.
23. Select the Load advanced view after creating the catalog item option.
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24. Click Create to create this new catalog item. The catalog item will now be listed on the Browse Catalog tab in
the category you selected. Also, because you selected the Load advanced view after creating the catalog
item option, the Catalog Item Properties dialog box for this catalog item opens.
25. From the Question Template list, select Software.
26. Click Save on the Catalog Item Properties dialog box and then close the dialog box.
27. Next, open the Browse Catalog tab.
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28. Under Browse Categories, select the category that contains the catalog item that you just added. If a license is
required for this catalog item, a lock icon will be displayed on the Browse Catalog tab.
If you add a catalog item that requires a license to the cart and then open the cart, two additional icons will be
displayed for that catalog item: the License Source icon, and the License available or License not available
icon. In the following example, the License not available icon is displayed.
If a license were available, the following icon would be displayed:
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Converting an Existing Catalog Item to a Licensed Catalog Item
You can also add a Flexera ID to an existing catalog item by opening the FlexNet Manager Suite tab of the catalog
item’s Catalog Item Properties dialog box.
Task:
64
To add a catalog item’s Flexera ID:
1.
Select Current Catalog Items > View All Items and double-click on the catalog item that you want to modify.
The Catalog Item Properties dialog box opens.
2.
Open the FlexNet Manager Suite tab.
3.
Enter the name of the application in the Product Name field and click Search. Possible matches are listed.
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4.
From the list of search results, select the appropriate entry. The selected item will be highlighted.
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5.
Click Save. The catalog item is now mapped to a software entry in FlexNet Manager Suite, and the product
information is now listed at the top of the dialog box.
6.
Make sure that the Check for license position during checkout option is selected. If it isn’t selected, select it
and then click Save again.
7.
Close the Catalog Item Properties dialog box.
8.
Select the Browse Catalog tab.
9.
Under Browse Categories, select the category that contains the catalog item that you just added. If a license is
required for this catalog item, a lock icon will be displayed.
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If you add a catalog item that requires a license to the cart and then open the cart, two additional icons will be
displayed for that catalog item: the License Source icon, and the License available or License not available
icon. In the following example, the License not available icon is displayed.
If a license were available, the following icon would be displayed:
Adding an AirWatch Mobile Application
Catalog Item
Note • To add a mobile application catalog item, you must first provide connection settings to an AirWatch instance, as
described in Entering AirWatch Settings.
When App Portal is connected to an AirWatch instance, you can use the New Catalog Item Wizard to create a
mobile application catalog item containing Apple iOS and Google Android mobile apps. All iOS and Android mobile
apps configured on the connected AirWatch instance, both internal and public store, can be associated with an App
Portal catalog item and made available in App Portal.
You can add multiple versions of a mobile application to the same catalog item in order to accommodate different
operating systems and different devices. For example, a single catalog item named ABC Application could contain
the following versions of the same mobile app:
•
ABC Application / iOS iPhone Version
•
ABC Application / iOS iPad Version
•
ABC Application / Android Version
When the end user requests this mobile application, the version appropriate to the user’s registered device will be
delivered.
Note • You can also link a mobile application to its corresponding desktop version so that end users requesting one will
be asked whether they want to also receive the other. See Linking a Mobile Application With a Desktop Application.
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Note • If a user does not have a registered mobile device, that user will not see any mobile applications displayed on
the Browse Catalog tab. Also, if a user has only iOS mobile devices registered, Android-only mobile applications will
not be visible on the Browse Catalog tab for that user, and vice versa.
To create an AirWatch mobile application catalog item, perform the following steps.
Task:
68
To create an AirWatch mobile application catalog item:
1.
Make sure that you have connected App Portal to an AirWatch instance, as described in Entering AirWatch
Settings.
2.
Under Catalog Management, select New Catalog Item Wizard. The Catalog Item Type panel of the New
Catalog Item Wizard opens.
3.
Select AirWatch Mobile Application Catalog Item and click Next. The AirWatch Mobile Application
Catalog Item Type panel opens.
4.
Select the platform of the mobile application you want to add to this catalog item: Android Application, iOS
Application, Windows Application, or more than one.
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5.
Click Next. If you selected Android Application, the Android Applications panel opens, listing all of the
Android applications on the AirWatch instance.
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6.
Select the Android application that you want to add and click Next. If you selected iOS Application on the
AirWatch Mobile Application Catalog Item Type panel, the iOS Applications panel opens.
7.
Select the iOS mobile application that you want to associate with this new catalog item.
8.
Next to Supported Devices, select iPhone and/or iPad to indicate the devices that this mobile application
supports.
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9.
Click Next. The Catalog Item Title and Category panel opens.
10. In the Title field, enter a title to identify this catalog item in your App Portal storefront. By default, the name of
the package or application that you selected is listed in this field.
11. From the Category field, select a category to specify this catalog item’s location in the App Portal catalog. You
are required to select at least one category, but you may select more than one.
12. In the Brief Description field, enter the text that you want to display under the catalog item Title in the App
Portal storefront (when viewed in list view).
13. By default, a generic icon is associated with this catalog item. To associate a custom icon to this catalog item,
click Change to open the Image Selection dialog box and select a .gif, .jpg, or .png icon file.
Tip • For best results, the uploaded image should be 80 px by 80 px or larger.
14. In the Search Keywords text box, enter single words that an end user might enter when searching for this
catalog item.
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15. In the Full Description text area, enter a longer description of this catalog item, and use the items on the
toolbar to format it.
The text entered in the Title, Brief Description, and Full Description fields will be displayed as follows:
72
•
Title—The text entered in the Title field along with the catalog item icon, will be displayed when viewing
this catalog item on the Browse Catalog tab.
•
Brief Description—When viewing catalog items in list view, the brief description will also be visible:
•
Full Description—The text entered in the Full Description field will be displayed when a catalog item is
viewed in its detail view, which is opened by clicking on the catalog item name in either the list or card view.
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16. When you are finished editing the fields on the Catalog Item Title and Category panel, click Next. The Ready
to Create panel opens.
17. If, after this catalog item is created, you want to immediately open this catalog item’s Catalog Item Properties
dialog box, where you can specify advanced settings, select the Load advanced view after creating the
catalog item option.
18. Review the summary information and then click Create to create this new catalog item. The catalog item will
now be listed on the Browse Catalog tab in the category you selected.
Note • After creating a catalog item, you can edit its basic and advanced settings on the Catalog Item Properties
dialog box.
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Linking a Mobile Application With a Desktop Application
A user can request both a desktop application and its associated mobile application in the same request. App Portal
will deploy the desktop application using System Center Configuration Manager or Symantec Altiris, while it will use
AirWatch to deploy the mobile application.
You can link a mobile application catalog item with its associated desktop catalog item so that when one of the
linked applications is requested, the user will be informed that the other linked catalog item is also available.
•
Requesting a desktop catalog item—If a user adds a desktop catalog item that is linked to a mobile catalog
item to the cart, the user will be informed during checkout that they can optionally install the mobile catalog
item onto their mobile device:
If the user selects to also request the mobile application, both catalog items will be included on the same
request, but two different request IDs will be created.
•
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Requesting a mobile catalog item—When a user clicks Add on a mobile application that is linked to a
desktop catalog item, you will be informed that a desktop catalog item exists, and you are prompted to indicate
whether you would also like to request the linked desktop catalog item. If you click Yes, both items are added to
the cart.
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Adding a New Software Catalog Item
To link a mobile application catalog item to a desktop catalog item, perform the following steps.
Task:
To link a mobile catalog item to a desktop catalog item:
1.
Open the Link Desktop Catalog tab of a mobile application catalog item’s Catalog Item Properties dialog
box.
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Attaching an Approval Workflow to an Existing Catalog Item
2.
Use the Search field to locate the desktop catalog item that you want to link to, select it, and then click Save.
Attaching an Approval Workflow to an
Existing Catalog Item
Approval workflows, which are applied to catalog items, define how a request will be routed for review. In each step
of an approval workflow, a user or group reviews the request. Workflows are defined and listed on the Workflows
View, which is opened by selecting Workflows under Site Management on the Admin tab.
In this section, you will learn how to attach an approval workflow to a catalog item.
Note • For information on creating an approval workflow, see Managing Approval Workflows.
Note • As an alternative to manually associating both an Approval Workflow and Question Template to a catalog
item, you can instead create a Catalog Item Template that has an associated approval workflow and question
template, and then just assign the Catalog Item Template to the catalog item. See Creating a Catalog Item Template.
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Attaching an Approval Workflow to an Existing Catalog Item
To attach an approval workflow to a catalog item, perform the following steps:
Task:
To attach an approval workflow to a catalog item:
1.
Open the Admin tab.
2.
Select Current Catalog Items > View All Items and double-click on the catalog item that you want to modify.
The General > Global tab of the Catalog Item Properties dialog box opens.
3.
Under Approval Options, select the Require Approval for Install? option.
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4.
Open the Approval Process > Workflow tab.
5.
Click Add Workflow. A pop-up dialog box opens, prompting you to select a workflow.
6.
From the Select a workflow to add list, select Manager Workflow and click Add Selected Workflows. The
workflow is now listed on the Workflow subtab of the Approval Process tab.
7.
To view a simulation of the approval process for this catalog item, open the Approval Process > Simulate
subtab.
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8.
In the Enter a user ID in Domain\name format or a computer name field, enter your domain and user name
and then click Show approval process. The levels in the selected approval workflow are listed:
In this example, the selected Manager Workflow only included one level, which was defined as the end-user’s
manager.
9.
Close the Catalog Item Properties dialog box.
Note • For more information on workflows, see Managing Approval Workflows.
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Creating a Question Template and
Attaching it to a Catalog Item
When submitting a software request, sometimes the end user needs to answer a set of questions that will give App
Portal the information it needs in order to fulfill that software request.
For example, in order to approve a software request, a manager may want to know the name of the project that the
end user is working on that requires this application. Or, in order to determine licensing requirements, the manager
may want to know how frequently the end user will use this application or the time of day that it would be used.
In App Portal, you use the Question Manager to create questions, then group those questions into question
templates using the Template Manager. This section explains how to create questions, add questions to a question
template, and how to attach a question template to a catalog item:
•
Creating Questions
•
Creating a Question Template
•
Attaching Question Template to Catalog Item
Tip • In addition to associating a question template to a catalog item, you can also associate a question template with
a workflow step. When a question template is linked to a workflow step, the approvers at that step will be presented
with those questions. If there are required questions within the question template, the request cannot move to the next
workflow step until all required questions have been answered. For example, the approver might be requested to enter
a budget code for the expense. For more information, see Managing Approval Workflows.
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Creating Questions
To create questions to add to a question template, perform the following steps:
Task:
To create questions:
1.
Open the Admin tab.
2.
Under Site Management, select Questions > Question Manager. The Question Manager View opens.
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3.
Click Add Question. The Creating New Question dialog box opens.
4.
In the Question Title field, enter Reason.
5.
In the Question to be asked text box, enter the following text:
What is the business purpose for obtaining this application?
6.
In the Question details text box, enter the following descriptive text:
ENTER SOME TEXT HERE
This information, when present, is displayed as a popup dialog when the control is focused or the mouse hovers
over it.
7.
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Under Target, select the Requester option to indicate that the requester will need to answer this question, and
select the Required check box to indicate that answering the question is not optional.
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8.
Under Focus, select Item Specific to indicate that this question relates to each item in the end user’s cart, and
therefore will be asked for each item.
Note • If the question related to the entire request (such as asking for the end user’s cost center), you would select
Request Specific, and the question would only be asked once per request.
9.
Under Question Format, select Rich Text Box.
10. Click Save. The new question is now listed on the Question Manager View.
11. Click Add Question again. The Creating New Question dialog box opens.
12. In the Question Title field, enter Department.
13. In the Question to be asked text box, enter: What is your department?
14. In the Question details field, enter Select your department from the list.
15. Under Target, select the Requester option to indicate that the requester will need to answer this question, and
select the Required check box to indicate that answering the question is not optional.
16. Under Focus, select Request Specific.
17. Under Question Format, select Dropdown List.
18. Click Save. You are notified that the question was created successfully, and, because you selected Dropdown
List as the question format, the Answers tab is enabled, where you need to enter the values for the list.
19. Open the Answers tab.
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20. Click Add new record. Additional entry fields are displayed.
21. In the Answer Text field, enter Engineering.
22. In the Answer Value field, enter ENG.
23. Click Insert.
24. Repeat the above steps to enter additional records for: Marketing (MKTG), Accounting (ACCT), and
Administration (ADMIN).
25. Click Save. The new question is now listed on the Question Manager View.
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Creating a Question Template
To create a new question template, perform the following steps:
Task:
To create a new Question Template:
1.
Open the Admin tab.
2.
Under Site Management, select Questions > Template Manager. The Template Manager View opens.
3.
Click Add Template. The Creating New Question Template dialog box opens.
4.
In the Template Name field, enter Business Reason.
5.
In the Available Questions list, select Reason and click the right arrow button to move it to the Current
Questions list.
6.
Move the Department question from the Available Questions list to the Current Questions list.
7.
Click Save. A message stating that the template was successfully created is displayed.
8.
Close the Creating New Question Template dialog box. The new question template is now listed on the
Template Manager View.
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Attaching Question Template to Catalog Item
After you have created a question template, the next step is to attach that template to a catalog item.
Note • As an alternative to manually associating both an Approval Workflow and Question Template to a catalog
item, you can instead create a Catalog Item Template that has an associated approval workflow and question
template, and then just assign the Catalog Item Template to the catalog item. See Creating a Catalog Item Template.
Task:
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To attach a question template to a catalog item:
1.
Open the Admin tab.
2.
Under Catalog Management > Current Catalog Items, select the group that contains the catalog item you
want to edit. The catalog items are listed in the right pane.
3.
Double-click the catalog item that you want to edit. That item’s Catalog Item Properties dialog box opens.
4.
Select the General tab and make sure that the Global subtab is selected.
5.
From the Question Template list, select Business Reason (the question template you just created).
6.
Click Save. The question template is now attached to the catalog item.
7.
To display this question template, perform the following steps:
a.
Select the Browse Catalog tab.
b.
Select the group that contains the catalog item that you just edited.
c.
Locate the catalog item and click Add to it to your cart.
d.
Add another catalog item to the cart.
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e.
Click on the Cart and then click View cart and checkout. The Choose Target panel opens.
f.
Specify the target location for these catalog items, and then click Next. The Respond to Questionnaire
panel opens.
Note that both of the questions in the catalog item’s associated Business Reason question template are
listed.
g.
•
Because the Department question is request-specific, it is listed at the top of the panel.
•
Because the Reason question is item-specific, it is listed in the Action table, in the same row as the
catalog item.
Hover over the selection list next to the What is your department? question. The text that you entered in
the Question details text box on the Creating New Question dialog box is displayed in a pop-up dialog
box.
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Requesting a Catalog Item
In this chapter, you will learn how to submit a request for a catalog item, how a request moves through the approval
process, and how to view the progress of your request. It also explains how to view reports that summarize App
Portal inventory and request activity.
•
Browsing for Catalog Items
•
Submitting a Software Request
•
Approving a Request
•
Verifying Deployment Status on the My Requests Tab
•
Viewing Reports
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Browsing for Catalog Items
Browsing for Catalog Items
You submit requests for software and other assets on the App Portal Browse Catalog tab.
Figure 4-1: App Portal Browse Catalog Tab With Software Catalog Selected
Information about the Browse Catalog tab is described in the following sections:
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•
Areas of the Browse Catalog Tab
•
Browsing Through Catalog Items in the Results Pane
•
Sorting Catalog Items
•
Submitting a Software Request
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Areas of the Browse Catalog Tab
The Browse Catalog view is divided into several areas:
•
Browse Categories menu—In the left pane, browse to the category that contains the catalog item you want to
request. In this list, if the category name is listed in bold, it indicates that it contains subcategories.
Click on the category to display its subcategories.
•
Filter By Device menu—If your App Portal catalog contains mobile application catalog items, and you have a
mobile device registered with App Portal, you can use the Filter By Device menu to toggle the display to view
desktop items, mobile items or both.
•
Search box—Use the Search box, above the tabs, to filter the list of displayed catalog items.
•
Results pane—The right pane either lists all of the catalog items in the selected category or the search results.
Catalog items, which can be listed in either card or list format, include icons that provide additional information
about each software item. See Icons Displayed on the Browse Catalog Tab and on Checkout Screens for more
information.
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Browsing Through Catalog Items in the Results
Pane
The Results Pane either lists all of the catalog items in the selected category or the search results. Catalog items can
be displayed in either card or list view. Addition catalog item information can be viewed on the detail view.
•
Card View
•
List View
•
Detail View
Card View
When in card view, catalog items are displayed in three or more columns; the number of columns that are displayed
depends upon the width of the browser window.
Figure 4-2: Card View
For each catalog item, a product icon is displayed along with the product title, star rating, informational icons, and
an Add button. Click Add to add a catalog item to the cart. You can add multiple catalog items at once.
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List View
To view the catalog items in a list view, click on the list icon above the columns of items.
Figure 5: Buttons to Toggle Between Card and List View
When viewing catalog items in list view, catalog items are displayed in one column.
Figure 6: List View
In addition to the product icon, product title, star rating, informational icons, and an Add button, the list view also
includes a description of the catalog item, if one exists. You can click the arrow button next to the word Description
to toggle between viewing and hiding the description.
As in the card view, you click Add to add a catalog item to the cart, and you can add multiple catalog items at once.
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Detail View
You can view additional information about a catalog item—such as its full description and all of its ratings and
reviews—by clicking on the catalog item name in either the card or list view to open the detail view.
Figure 4-1: Detail View
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Sorting Catalog Items
If you are viewing a large number of catalog items in the results pane, you may wish to sort the catalog items. To sort
a list of catalog items, use the Sort by list.
Figure 4-2: Sort By List
The following types of sorts can be performed using the Sort by list:
Table 4-1 • Sort Types
Sort Type
Description
Title: a-z
Alphabetical order from A to Z
Title: z-a
Alphabetical order from Z to A
Newest first
Catalog items added to the catalog most recently will be listed first.
Rating
Catalog items with the highest user rating will be listed first.
Price: Low to high
Most expensive catalog items will be listed first.
Price: High to low
Least expensive catalog items will be listed first.
Approval required first
Catalog items requiring administrator approval will be listed first.
Approval not required first
Catalog items that do not require administrator approval will be listed first.
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Icons Displayed on the Browse Catalog Tab and
on Checkout Screens
Icons are displayed next to catalog items on the Browse Catalog tab to provide more information about that
catalog item’s approval status and license availability. The following icons are displayed on the Browse Catalog tab:
Table 4-2 • Icons Displayed on the Browse Catalog Tab
Icon
Browse
Catalog Tab?
Checkout
Screens?
Requires
Approval
Yes
No
Catalog item has an associated approval
template, which means that it must be
approved prior to deployment.
License
Required
Yes
Yes
Catalog item requires a license.
Mobile
Application
Yes
Yes
Catalog item is a mobile application.
Name
Purpose
Note • Displayed in top left corner for mobile
application catalog items.
Note • If you do not have a mobile device
that is registered with App Portal, you will not
see any mobile applications displayed on the
Browse Catalog tab. Also, if you have only
iOS mobile devices registered, Android-only
mobile applications will not be visible on the
Browse Catalog tab, and vice versa.
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Install Time
No
Yes
Indicates the amount of time it will take to
install this catalog item.
Installed
Yes
No
Catalog item is already installed on your
machine.
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Table 4-2 • Icons Displayed on the Browse Catalog Tab
Icon
Name
Alternate
Catalog Item
Browse
Catalog Tab?
Checkout
Screens?
Yes
No
Purpose
An alternate catalog item exists for this
catalog item.
Note • Sometimes when a user selects a
catalog item and goes to check it out, they are
prevented from doing so for various reasons,
such as if their machine is not found, their
machine is not on the network, or the version
that they want is not in the catalog. If
administrators have associated an alternate
catalog item for this item, the user will be
able to request this alternate item.
License
Source:
FlexNet
Manager
Suite
No
Yes
Source of this catalog item’s license is
FlexNet Manager Suite.
License
Available (n)
No
Yes
A license is available for this catalog item.
License Not
Available
No
Yes
No licenses are available for this catalog
item.
Requires
Reboot
No
Yes
Indicates the installation of this catalog item
requires that the machine be rebooted.
Star rating
Yes
No
These stars indicate the rating (1 to 5 stars in
half star increments) that other users have
given to this application after it has been
installed on their machine.
If all stars are gray, either application rating
is disabled or no users have rated the
application.
Note • A different set of informational icons are used on the My Requests tab, as described in Submitting a Software
Request.
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Submitting a Software Request
Each time you add an item to the cart, the count (a large yellow number to the right of the cart icon) is increased.
Figure 5: Cart Count
When you are ready to check out, click on the cart icon. The Cart Summary pop-up opens and prompts you to
checkout.
Figure 6: Cart Summary Pop-Up
Review the items in the cart, remove any items that you don’t want to request by clicking on the X next to the item,
and then click View cart and checkout. After you click View cart and checkout, checkout proceeds.
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Submitting a Software Request
To submit a software request, perform the following steps:
Task:
To submit a software request:
1.
Open the Browse Catalog tab.
2.
Select one of the categories in the Browse Categories list in the left pane. All of the items that you have access
to in that category will be displayed in the right pane.
Note • You can also locate a catalog item by entering a search term in the Search Catalog box and pressing Enter.
The search results will be displayed below.
3.
Locate the catalog item that you added in Adding Licensed Software Catalog Items and then click the Add
button next to the item name.
Note • If you performed the steps in Attaching an Approval Workflow to an Existing Catalog Item, this catalog
item should require approval.
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When an item is added to the cart, the count (a large yellow number to the right of the cart icon) is increased.
4.
To checkout, click on the cart.
The cart opens and the items in the cart are displayed.
5.
Click View cart and checkout. The Choose Target panel of the checkout process will open, prompting you to
specify the device where this catalog item will be installed.
Note • If you only have one target location, this panel will not open unless you also have Request On Behalf
permission or the catalog item has an alternate catalog item defined.
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6.
Select the target device and click Next. If there is a question template associated with this catalog item, the
Respond to Questionnaire panel opens.
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7.
Answer the listed questions and click Next. The Submit Request panel opens.
If an approval template is associated with the catalog item, the approval information will be listed in the Action
table.
8.
Click Submit to submit this request.
The Request Complete panel opens, listing the Order # and Request ID, and prompting to select whether you
want to continue shopping or view the status of this submitted request.
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9.
Click View Status. The My Requests tab opens and your request is listed.
Icons are displayed in the Status, Info, and Actions columns of the Requests list to specify information about
the request:
Column
Icon
Description
Status
Pending Approval
When an approval is required before this request can be
processed, The Pending Approval icon is displayed.
Clicking on the icon displays the current approval process,
whom has approved the request, and whom is pending
approval.
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Approved
When the request has been approved, the Pending Approval
icon switches to the Approved icon.
Pending SCCM
Deployment
The application has not yet begun to install. Clicking on this
icon shows the most recent status from System Center
Configuration Manager.
Waiting for install
status messages
Indicates that the application has not begun to install.
Install Complete
The Install Complete icon indicates that the application has
successfully been installed on the target end user’s machine.
Install Failed
If the software request fails, then an error icon is displayed.
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Column
Icon
Description
Info
Processing Time
If you hover over this icon, the time that has elapsed since the
installation of this application was begun is listed.
Completed
When installation of this application is complete, the
Processing time icon switches to this icon to indicate that
processing has been completed and the application has been
installed.
Request has
Associated
Questions
Indicates that this request has an associated question
template.
Add a Note
Click to add a note to this request.
Cancel
Click to cancel this request.
Actions
10. Because an Approval Template was associated with this catalog item, the Pending approval icon should be
displayed in the Status column. Proceed with the steps in Approving a Request.
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Approving a Request
In Browsing for Catalog Items, you requested a catalog item which requires approval by your manager. In order to
view the approval process, you will need to have a different user (as your Manager) launch App Portal, and then view
that user’s Approval tab.
Task:
To approve a request:
1.
Ask the person who is assigned to approve your request to launch App Portal.
App Portal opens, with that user’s name at the top.
2.
Open the Approve/Reject tab. The catalog item that you submitted will be listed, with a Status of Pending
Approval.
3.
Click on the request name. The Approval dialog box opens.
4.
Click Approve. A pop-up dialog box opens, prompting you to enter any approval notes.
5.
Click Approve. The request is no longer listed on the Approve/Reject tab, and App Portal instructs System
Center Configuration Manager to install the requested application.
6.
Proceed with the steps in Verifying Deployment Status on the My Requests Tab.
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Verifying Deployment Status on the
My Requests Tab
In Approving a Request, you approved the request that you submitted in Browsing for Catalog Items. Your next step
is to view the deployment status of the requested application on your My Requests tab.
Task:
To view deployment status on the My Requests tab:
1.
Close the browser window that was open in Approving a Request, and reopen it, but this time do not select Run
as a different user. App Portal will open listing your user name.
2.
Open the My Requests tab. Your request is listed:
The Status column of the request should now display the following icons:
3.
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Icon
Description
Approved
When the request has been approved, the Pending approval icon switches
to the Approved icon.
Succeeded
When installation of this application is complete, the Waiting for install
status messages icon switches to this Install complete icon, indicating that
the application has successfully been installed on the target end user’s
machine.
Open your Windows Start menu and locate the shortcut for the newly installed application.
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Viewing Reports
Viewing Reports
On the Reporting tab, you can view App Portal data in a read-only, searchable, and exportable view. Over 40 reports
are included with App Portal. You can view existing reports, create and edit report categories, and even create your
own custom reports.
Task:
To view App Portal reports:
1.
Open the Reporting tab.
2.
In the App Portal Menu, open one of the report categories and select the report that you want to view. The
report opens in the right pane.
3.
If you want to export the report to Excel, PDF, or Word format, click the Export button in the toolbar and select
the appropriate option:
4.
To print the report, click the Print button in the toolbar.
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Configuring ITSM Integration
App Portal includes out-of-the-box integration, via web services, with both ServiceNow and BMC Remedy IT Service
Management (ITSM) systems. You can also use App Portal’s built-in reusable framework to integrate with other ITSM
systems.
By integrating App Portal with your ITSM system, you are unifying your app store with your service desk. This
enables you to leverage your established ITSM approval workflows and procedures. It also enables you to present to
your employees a common portal for all service requests, a single place to request both applications and IT services.
This encourages easier adoption and eliminates the need for additional training.
When ITSM integration is set up, whenever specified actions occur in App Portal (such as when a request is
submitted), tickets in the attached ITSM system can be automatically opened or closed, or the status of a ticket can
be reported on. Notations of these actions are recorded in both App Portal and the ITSM system. You can also
embed the App Portal interface within the ServiceNow interface, giving your users an even more integrated
experience.
Note • You can use App Portal’s out-of-the-box catalog items to directly request a Box, Office 365, or Salesforce account
from the vendor. However, you can also set up a cloud catalog item to generate a request in an ITSM system for account
creation in Box, Office 365, or Salesforce. For more information, see “Creating Cloud Catalog Items to Request Box,
Office 365, and Salesforce Access Using ITSM System” in the App Portal Configuration Guide.
Information about ITSM integration is organized in the following topics:
•
Connecting to ServiceNow or BMC Remedy and Creating Default Operations
•
Setting ITSM Actions on Catalog Items
•
Viewing ITSM Notations in App Portal and ITSM System
•
Integrating With the ServiceNow User Interface
Note • You can also integrate with another ITSM system and manually add and configure default operations, as
described in Integrating With Another ITSM System in the App Portal 2015 R2 Configuration Guide.
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Connecting to ServiceNow or BMC
Remedy and Creating Default Operations
To integrate App Portal with Service Now or BMC Remedy, you first need to open the Site Management >
Settings > Integration tab and provide the URLs to the relevant web services along with the credentials required to
create incidents on these systems.
Task:
To connect to ServiceNow or BMD Remedy:
1.
On the Admin tab, open the Site Management > Settings > Integration tab.
2.
Do one of the following:
•
In the ServiceNow Instance URL field, enter the URL to your instance of ServiceNow.
•
In the Remedy Incident Create Url, enter the URL to your instance of the Remedy Instance Create web
service, and in the Remedy Incident Query Url field, enter the URL to your instance of the Remedy
Incident Query web service.
3.
Enter the User Name and Password to your ITSM system. The account used to connect must have access to
invoke web methods in the respective ITSM system.
4.
Click Test to test the connection to the ITSM system.
5.
Next, click the Create Default Operations button for your ITSM system. This prompts App Portal to connect to
the default incident management APIs, extract web methods and their parameters, and create the default web
service operations. When App Portal is complete, the following message appears:
Default ServiceNow/Remedy Operations created successfully. Please click ITSM Integration
node to view the list of systems and operations.
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The following web methods are created:
ITSM System
Service
Operations
ServiceNow
Incident Management Service
•
Create ServiceNow Incident
•
Delete Existing ServiceNow Incident
•
Get Existing ServiceNow Incident Status
•
Update Existing ServiceNow Incident
Create Incident Management
Service
•
Create Remedy Incident
Incident Status Management
Service Wrapper
•
Get Existing Remedy Incident Status
Query Incident Management
Service
•
Update Existing Remedy Incident
Remedy
Note • When you click Create Default Operations, App Portal imports all web services. If you then modify one of
the web services (as described in About ITSM Operations) and click Create Default Operations again, App Portal
will not overwrite the already-imported (and edited) web service. It will only import new web services or web
services that were deleted.
6.
Click Save to save your entries.
At this point, ITSM integration is complete. However, you may choose to customize/configure these operations for
your organization, as described in Configuring Operations in the App Portal 2015 R2 Configuration Guide. For more
information on these default operations, see About ITSM Operations.
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About ITSM Operations
You can view the details of an ITSM operation on its Configure Operation view. The following is the Configure
Operation view for the BMC Remedy Create Remedy Incident operation.
Figure 4-1: Configure Operation View for Create Remedy Incident
On the Configure Operation view, the operation settings are listed at the top, and the parameter settings are listed
in the table in the Configure Fields area. If App Portal has automatically configured a field, a value will be listed in
the Value column.
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•
About the Operation Settings
•
About the Parameter Settings
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About the Operation Settings
The operation settings, which are listed at the top of the Configure Operation view, identify the operation’s name,
associate an operation and operation type that exists in the ITSM system, and specifies the expected value that will
be returned to App Portal when this operation is executed.
Table 4-1 • Operation Settings on the Configure Operation View
Property
Description
Enter a descriptive
name
Name of the operation assigned by App Portal.
Select operation
Identifies the operation in the ServiceNow or Remedy system.
For example, ServiceNow uses the insert operation to create incidents.
Select operation type
Identifies the type of operation in the ServiceNow or Remedy system.
For example, the ServiceNow insert operation has a operation type of CREATE.
Select Return Field
Mapping
Identifies the return value for this operation.
When an ITSM incident is created, App Portal expects an incident ID to be returned.
In the case of the Create ServiceNow Incident operation, the return value is a
strongly typed object, which means that it consists of several primitive types: sys_id
and number. Because sys_id represents the incident number, you would select
sys_id from this list. App Portal will store the returned sys_id as a variable: Record
ID.
If the return value is a primitive type object, which means that it only consists of one
parameter, select Any Return Value from this list.
About the Parameter Settings
For each parameter in the Configure Fields table, the following information is listed::
Table 4-2 • Properties in the Configure Fields Table
Property
Description
Field
Name of the parameter in the ITSM system. There are two types of parameters:
Type
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Strongly typed object—Parameter (or class) consisting of multiple primitive
types or subparameters. For example, a parameter named FullName could
consist of two subparameters: FirstName and LastName. A strongly typed
object is displayed with a gray background, and each of its subparameters has a
white background.
•
Primitive object—Parameter that has only one value, such as an integer (10), a
decimal (10.0), or a string (text).
Identifies the data type of the parameter, such as System_String, or
System_Boolean.
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Table 4-2 • Properties in the Configure Fields Table
Property
Description
Value
If a value is entered in this field, that value is sent to the ITSM system. If the field is
blank, the ITSM will assign this parameter its default value.
Default Value
Used to provide a value to send to the ITSM system if no valid value was returned by
App Portal.
For example, supposed that the parameter is department and the valid values are
IT, Engineering, Administration, or QA. If the catalog item triggering the
ServiceNow incident did not have a department specified, then App Portal would
send to ServiceNow the default value (such as None).
Valid Values
For some parameters, valid values are listed in this column. For example, the
Reported_Source parameter for the Create Remedy Incident operation lists the
following valid values:
•
DirectInput
•
Email
•
ExternalEscalation
•
Fax
•
SelfService
•
etc.
Because the valid values are listed here, it makes it easy for you to select one and
copy it to the Default Value column.
The Configure Fields table lists all of the parameters associated with the selected ITSM system operation. However,
App Portal only interacts with a portion of these parameters: those that relate to create, read, update, or delete tasks.
114
•
App Portal automatically defines mandatory parameters—App Portal automatically defines parameters that
are either mandatory for performing the operation or are descriptive. For each of these defined parameters,
App Portal will gather data and pass it on to the ITSM system. App Portal variables will be replaced with
incident-specific values at run time.
•
App Portal does not define optional parameters—App Portal does not automatically define optional
parameters. For those parameters that are not configured in App Portal, it is assumed that the ITSM system will
insert its default value into that field when the incident is created.
•
Variables are used in strings—Note that App Portal variables are used in parameters with a type of “string”,
and those variables will be replaced with incident-specific values at run time. The variables are used customize
these notations to refer to a specific App Portal catalog item request. These notations will be displayed in both
App Portal and in the ITSM system.
•
All incidents will use the same parameters—Every incident that is created in the ITSM system will use the
same data values, with the exception of the fact that variables are resolved at run time.
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For example, for the Create ServiceNow Incident operation, App Portal defined the following parameters:
Table 4-3 • Defined Parameters for the Create ServiceNow Incident Operation
Field
Value
category
inquiry
comments_and_work_notes
New incident created by App Portal
description
Request for Catalog Item ##PackageTitle## was submitted in App Portal
by ##FullName## for Device ##MachineName##
escalation
0
impact
2
incident_state
1
severity
3
short_description
Request for ##PackageTitle## was submitted in App Portal.
state
1
urgency
2
You may choose to define additional parameters in the Configure Fields table. If you want to pass a value for one of
the initially undefined parameters to the ITSM system, you need to determine what the valid values are for that
parameter in the ITSM system, and then enter the value that you would like to pass into the Value column for that
parameter on the Configure Operation view.
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Editing an Existing Operation
To edit an existing operation, perform the following steps:
Task:
To edit an existing operation:
1.
On the Admin tab, select Site Management > ITSM Integration. The ITSM Integration view opens, listing
the available services of the connected systems.
If you are connected to Service Now, one service is listed:
•
ServiceNow - Incident Management Service
If you are connected to Remedy, three services are listed:
•
Remedy - Create Incident Management Service
•
Remedy - Incident Status Management Service
•
Remedy - Query Incident Management Service
If you have added a connection to another ITSM system, it will be listed here.
2.
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Click on one of the services. A list of the operations included in the selected service opens:
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3.
Click on an operation. The Configure Operation view for that operation opens.
4.
In the top part of this screen, review and edit the operation settings, as described in About the Operation
Settings.
5.
In the Configure Fields table, edit the parameters, as described in About the Parameter Settings.
6.
Click Save to save your edits.
Figure 4-2: Notation Identifying ITSM Incident Created by App Portal
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Setting ITSM Actions on Catalog Items
Setting ITSM Actions on Catalog Items
In order for a catalog item request to trigger an event in an ITSM system, you need to define ITSM-specific actions.
These ITSM actions can be specified both on a global level or on a specific catalog item:
•
Global level—Open the Site Management > Commands & Actions > Request Commands view and add the
ITSM action to an event. If the ITSM action is defined here, it will apply to all catalog items.
•
Catalog item level—Open the Actions tab of the Catalog Item Properties dialog box and add the ITSM action
to an event. If the ITSM action is defined here, it will apply to only this specific catalog item.
You can select any of the actions in the Current Events and Actions column and then associate an ITSM action to it.
In the following example, an ITSM-related action has been associated with the On Submit, On Cancel, and On
Check Status events. Upon the submission of a request containing this catalog item, a Create ServiceNow Incident
action will be triggered:
Figure 4-3: ITSM-Related Actions on a Catalog Item
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Setting ITSM Actions on Catalog Items
To add an ITSM action, perform the following steps.
Task:
To add an ITSM action to a catalog item:
1.
Do one of the following:
•
Open the Actions tab of the catalog item’s Catalog Item Properties dialog box.
•
Open the Site Management > Commands and Actions > Request Commands view.
The Actions view opens.
2.
In the Current Events an Actions tree, select the event that you want to add an action to.
For example, if you want to trigger the creation of an incident in the ITSM system when catalog items are
submitted in a request, select On Submit.
3.
From the Select a service list, select the name of the ITSM operation that you want to trigger. For example, you
could select Create ServiceNow Incident.
4.
[If applicable] From the Add a status list, select one of the following statuses to indicate the status that the
request will be assigned after this action is performed:
•
Default Status
•
Completed
•
In Progress
•
Warning
5.
The Map return field list will be pre-selected based upon the action and operation that you picked.
6.
[If applicable] In the Map return value field, enter the value that you want to match, such as when you are
adding an action to an On Check Status event. In this instance, you would want to take some action depending
upon what value is returned from the ITSM system. For example, if the Map return value is set to True, then
you want App Portal to trigger the action you select.
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7.
[If applicable] From the Map action to trigger list, select one of the following three actions that you want App
Portal to trigger if the return value from the ITSM system matches the value entered in the Map return value
field:
•
Execute Operation
•
Initiate Deployment
•
Cancel App Portal Request
Note • The Initiate Deployment action could be used if you want to perform the approval process in the external
ITSM system, not in App Portal. As soon as App Portal received notification of the approval in ITSM, deployment
could be triggered. For more information on setting this up, see Deploying via API to Enable App Portal Approvals
in an External ITSM System.
8.
Click Add to add the action.
About the On Check Status Event
The On Check Status event exists specifically for use in ITSM integration. If this event is associated with an action,
App Portal will periodically monitor the ITSM system for a particular status. The moment that App Portal detects that
the selected status has been reached, an additional action can be taken. For example, if a status of Approved is
reached in a ServiceNow incident, App Portal could then trigger the deployment of the software.
Deploying via API to Enable App Portal Approvals in an External ITSM System
When a request is submitted, if a catalog item does not require an approval, App Portal automatically triggers
deployment of that catalog item. However, if you have integrated App Portal with an ITSM system and you want to
perform approvals using that system, you would not want the catalog item to be deployed until the external
approval was performed.
In this situation, you would need to select the Start deployment using API? option on a catalog item’s
Deployment > Global tab of the Catalog Item Properties dialog box to delay deployment until a response from
the ITSM system would trigger the deployment via App Portal’s API.
In any other scenario, this option can also be used to have more control over deployment, post-request submission.
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Viewing ITSM Notations in App Portal and ITSM System
Viewing ITSM Notations in App Portal
and ITSM System
When App Portal is integrated with an ITSM system, notations are made in both App Portal and the ITSM system to
track the progress of an incident. In the following example, a notation of the creation of an ITSM incident, with its
ticket number, appears on the Notes tab of the Request Details dialog box.
Figure 4-4: Notation from ITSM System Displayed on the Notes Tab of Request Details Dialog Box
ServiceNow Example
Below is an example of a notation that is made in ServiceNow when App Portal created an incident. Note that the
text that is displayed was defined in the Value field for the short_description parameter of the Create ServiceNow
Incident operation.
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BMC Remedy Example
Below is an example of a notation that is made in BMC Remedy when App Portal created an incident. Note that the
text that is displayed was defined in the Value field for the Notes parameter of the Create Remedy Incident
operation.
Figure 4-5: Notation in BMC Remedy of Incident Created by App Portal
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Integrating With the ServiceNow User Interface
Integrating With the ServiceNow User
Interface
To display App Portal within the ServiceNow user interface, and to make it available as a selection on the
ServiceNow application menu, perform the following steps.
Task:
To add App Portal to the ServiceNow user interface:
1.
Launch your instance of ServiceNow.
2.
Locate the Self Service menu, which is located along the left side of the interface.
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3.
Click on Self-Service and select Edit Application Menu from the context menu. The Application Menu view
opens.
4.
Click New. The New Module view opens.
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5.
Enter the following information:
Property
Value
Title
Flexera Software App Portal
Link type
URL (from Arguments)
Application menu
Self-Service
Arguments
http://APPPORTALSERVERNAME/esd/DefaultForUIEmbedding.aspx
6.
Click Submit. Now Flexera Software App Portal should be listed on the Self-Service menu.
7.
In the Self-Service menu, click Flexera Software App Portal. App Portal will open in the right pane of the
ServiceNow interface.
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Performing App Portal
Administrative Tasks
In this chapter you will learn how to perform standard administrative tasks to configure and customize App Portal
for your enterprise.
•
Enabling App Portal Site for Your Enterprise
•
Managing Administration and Catalog Permissions
•
Managing Approval Workflows
•
Creating a Catalog Item Template
•
Editing Default Email Notifications
•
Branding Your App Portal Site
•
Connecting to the Flexera Service Gateway
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Enabling App Portal Site for Your Enterprise
Enabling App Portal Site for Your
Enterprise
When the App Portal site is enabled, all directory services users at your enterprise are able to access the App Portal
site and perform activities such as using the Browse Catalog and My Requests tabs to submit a request and the
Approve / Reject tab to approve or reject a request.
However, while setting up App Portal’s security settings, creating the default templates, and adding catalog items,
you would not want these users to be able to access the site (unless they have explicitly been given permission).
Therefore, there is “switch” setting which you need to select before App Portal is available to all of the users and
groups in your enterprise.
Task:
To enable App Portal for your enterprise:
1.
Open the Admin tab.
2.
Under Site Management, select Settings. The General tab of the Settings View opens.
3.
Select the Enable site? option.
4.
Click Save. App Portal will now be visible in all users and groups in your enterprise.
Note • A user needs to have been assigned specific permissions in order to access the views on the Admin tab, as
described in Accessing the Admin Tab and Managing Administration and Catalog Permissions.
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Managing Administration and Catalog
Permissions
You manage user access to the views and functionality of the Admin tab using the Admin Security and Catalog
Security views under Site Management.
•
Managing Administration Permissions
•
Managing Catalog Permissions
Managing Administration Permissions
When configuring App Portal, you will need to specify which users and groups can view and modify settings on the
various App Portal views on the Admin tab. This secures the App Portal site settings to the listed groups and users.
You configure administrative security on the Admin Security View, which is opened by selecting Admin Security
under Site Management on the Admin tab.
Figure 5-1: Admin Security View
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On each of the tabs of the Admin Security View, you can view and edit the security settings (Read, Write, Delete)
for existing users and groups for that particular role.
However, you assign initial permissions to a user or group for all roles on the pop-up dialog box that opens when
you click Add User/Group on the Admin Security View.
Figure 5-2: Admin Security Pop-Up Dialog Box
Note • Permissions are the “most restrictive model”. For example, if a user is in two groups where one is granted Read
permission and the other granted Write permission, the permissions will be Read; they are not cumulative.
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Adding a User or Group to Admin Roles
To add a user or group to Admin roles, perform the following steps:
Task:
To add a user or group to Admin roles:
1.
On the Admin tab, open the Site Management > Admin Security view.
2.
Click the Add User/Group button. The following dialog box opens:
3.
Use the search fields to locate the user or group that you want to add.
4.
Select the appropriate permissions from the Assign rights fields for each listed role. Under Assign rights, the
following roles are listed:
Role
Permission
Site Management
Can view, create / modify, or delete configuration items under the following
nodes:
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Admin Security
•
Catalog Security
•
Settings
•
Imported Users and Computers
•
Error Log
•
Email Log
•
Expressions
•
ITSM Integration
•
Commands and Actions
•
Communication
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Role
Permission
Active Directory
Can view, create / modify, or delete configuration items under the following
nodes:
Request Management
•
Site Management > Active Directory
•
Settings > Active Directory Tab
Can view, create / modify, or delete items under the following nodes:
•
Approval Groups
Can view, create / modify, or delete items under the following nodes:
•
Question Management
Inventory Management
Deployment
Management
Can view, create / modify, or delete items under the following nodes:
Reporting
Can view, create / modify, or delete items under the following nodes:
•
•
Site Communication
Deployment Management
Site Management > Reporting
Can view, create / modify, or delete items under the following nodes:
•
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Site Management > Questions
Can view, create / modify, or delete items under the following nodes:
•
5.
Site Management > Workflow Groups
Can view, create / modify, or delete items under the following nodes:
•
Inventory Management
Catalog Management
Site Management > Communication
Click Assign Rights to add the user or group. The selected user or group will now have access to the specified
roles.
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Managing Catalog Permissions
When configuring App Portal, you will need to specify which users and groups can view and modify the App Portal
catalog. This secures the App Portal site catalogs to the listed groups and users. You configure catalog security on
the Catalog Security View, which is opened by selecting Catalog Security under Site Management on the Admin
tab.
Figure 5-3: Catalog Security View
On each of the tabs of the Catalog Security View, you can view and edit the security settings for existing users and
groups for that particular role.
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However, you assign initial permissions to a user or group for all roles on the pop-up dialog box that opens when
you click Add User/Group on the Catalog Security View.
Figure 5-4: Catalog Security Pop-Up Dialog Box
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Assigning Catalog Permissions to a User or Group
To enable permissions to see and manage the App Portal catalog, perform the following steps:
Task:
To assign catalog permissions:
1.
On the Admin tab, open the Site Management > Catalog Security view.
2.
To add a user or group, click the Add User/Group button. The following dialog box opens:
3.
Use the search fields to locate the user or group that you want to add.
4.
Select the appropriate permissions from the Assign rights fields for each listed role. Under Assign rights, the
following roles are listed:
Role
Permission
Browse Catalog
Allows users to see the catalog hierarchy. If no group is defined, it is visible for
all. Add groups to restrict access.
Request on Behalf
Determines whether members can perform request on behalf for catalog items
enabled for request on behalf.
Recommended members: Help Desk / Support Staff.
Manage All Requests
Can View, Create / Modify, or Delete request items under My Requests tab.
Grants visibility to the “Show all requests” check box so users can see not only
their own requests but all others as well.
Recommended members: Help Desk / Support Staff.
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Role
Permission
Support Tools
Grants access to the “Support Tools” tab.
Recommended members: Help Desk / Support Staff.
Reporting
Grants access to the “Reporting” tab.
Recommended members: Help Desk / Support Staff / Business Analysts.
5.
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New Computer
Deployment
Grants access to the “New Computer” button during a request on behalf action.
Request Filters
Not implemented.
Recommended members: PC Builders.
Click Assign Rights to add the user or group.
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Managing Approval Workflows
Managing Approval Workflows
Approval workflows are applied to catalog items to define how a request will be routed for review. In each step of an
approval workflow, a user or group reviews the request.
•
About Approval Workflows
•
Creating a New Approval Workflow
•
Additional Workflow Step Properties
About Approval Workflows
Approval workflows can be dynamic or static, and can have conditions applied to them.
Dynamic vs. Static Workflow Steps
Each workflow step (also referred to as a level) can be either dynamic or static:
•
Dynamic steps are evaluated based on user and computer conditions. For example, if the workflow step is
defined as Manager, the end user’s manager will be required to approve the request.
•
Static steps are the same regardless of who requests it or where it goes. For example, if the workflow step is
assigned to a specific user, that same user will be required to approve all requests for this catalog item, no
matter which end user requests it.
Workflows are defined and listed on the Workflows View, which is opened by selecting Workflows under Site
Management on the Admin tab.
Using Conditions
Workflows and the workflow steps can have conditions applied to them. Conditions determine whether the
workflow and / or workflow step should be applied to the given situation.
•
Single workflow applied to catalog item—When you assign a single workflow to a catalog item, the
conditions of the workflow are not evaluated; only the workflow step conditions are evaluated.
•
Multiple workflows applied to catalog item—When you apply more than one workflow to a catalog item, the
conditions of the workflow as well as the steps within that workflow are evaluated.
Conditions can be based on user attributes including group and OU membership, AD property value, System Center
Configuration Manager collection membership for both users and computers, and catalog item properties such as
cost and inventory availability.
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Creating a New Approval Workflow
To create a new approval workflow, perform the following steps.
Task:
138
To create a new approval workflow:
1.
On the Admin tab, select Workflows under Site Management. The Workflows View opens.
2.
Click New Workflow. The General tab of the Create New Workflow dialog box opens.
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3.
In the Workflow Name field, enter a friendly name to identify this workflow, such as Finance Workflow,
Engineering Application Workflow, Expensive Software Workflow, etc.
4.
In the Workflow Description field, provide details about the workflow and its use.
5.
From the Process Type list, select one of the following options:
•
Linear—The approval process functions in a linear fashion. Each approver must approve the request in
order as defined in each workflow step.
•
Pool—Anyone in any workflow step can approve the request. It takes only one approver to approve the
request. All approvers will be notified of the request.
•
Pool within Group—This option will allow anyone within a workflow to approve the request before it is
forwarded to the next workflow step.
6.
To enable the requester to change who the members of the workflow step are, select the Allow requester to
define workflow option.
7.
To force the requester to define the workflow members, select the Force requester to define workflow option.
8.
Click Save to save the edits you made on the General tab.
9.
Open the Workflow Steps tab.
Note the following regarding workflow steps:
•
Workflow steps are executed from top to bottom.
•
Each step can be configured with conditions to determine whether the step will be used.
•
Steps can contain direct members, static workflow groups, and dynamic workflow groups.
•
Steps can also execute custom actions when that step is processed.
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10. Click Add New Level. A dialog box pops up prompting you to make a selection.
11. To add a static set of approvers, select a group in one of the following workflow group categories and then click
Add Selected Group:
•
User Approval Group (Static)
•
Property Approval Group (Static)
•
OU Approval Group (Static)
•
Collection Approval Group (Static)
For example, under User Approval Group (Static), select Default Workflow Group and then click Add
Selected Group. The new workflow step is now listed on the Workflow Steps tab.
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Note • To create a new workflow group, select Workflow Groups under Site Management.
Note • Approvers within these types of groups are static; they do not change based on user or computer
conditions.
12. If you want to add a dynamic set of approvers, click Add New Level, and select one of the following under
Dynamic Approval Groups:
Option
Description
Manager
Uses the Manager attribute from Active Directory.
Computer - Managed By
Uses the Managed By attributes of the computer object in Active
Directory.
<Property Defined Group>
Uses the approvers specified for the property defined.
For example, create a property-based workflow group for the IT
Department. Then, specify the group to use the department attribute
and the values include IT Department, Info Tech, and Information
Technology values from the department attribute in Active Directory.
This action exposes the Department attribute under the Dynamic
Approval Group.
Adding the Department as a workflow step will cause the workflow to
look at the requesting users department, search for a value that
matches IT Department, Info Tech, or Information Technology and
use the corresponding approvers identified for that group.
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Note • In order to effectively use dynamic approval groups you should have Workflow Groups created for every
value of the property you choose to use.
Note • Dynamic approval groups display properties, not actual groups. When you create a dynamic workflow
group for at least one property (department, OU, collection, etc.) that property is exposed here.
13. Click Add Selected Group. The new workflow step is now listed on the Workflow Steps tab.
Note • For more options available to you regarding workflow steps, see Additional Workflow Step Properties.
14. Click Save to save the edits you made on the Workflow Steps tab.
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15. Open the Conditions tab, which lists any conditions that are applied to the workflow step.
The conditions that you apply to a workflow step determines when the step should apply.
•
Conditions specified here are limited to Include, meaning you define conditions when you want the item
to apply.
•
An additional condition, Catalog Item, offers the ability to include a step based on the license availability
and cost of a catalog item.
16. To add a condition, perform the following steps:
a.
Click Add Condition. A dialog box pops up and prompts you search for a group or OU.
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b.
Select one or multiple groups or OUs and click Select. The selected groups or OUs are now listed on the
Conditions tab.
c.
If you selected OUs, select the Apply to OU and child OUs option, if desired.
17. Click Save to save the edits you made on the Conditions tab.
18. Open the Applies To tab, which you can use to identify which catalog items that this workflow applies to.
Note • If more than one workflow is applied to a single catalog item, the conditions on the workflow will be
evaluated to determine which one to use. If more than one workflow applies to a given catalog item, the first
workflow identified will be used.
Note • Be cautious not to create conditions that overlap.
19. Click Save to save the edits you made on the Applies To tab.
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Managing Approval Workflows
20. Open the Simulate tab, on which you can enter a user ID or a computer name so that you can simulate the
approval process for that user or computer.
21. Enter the user ID or computer name and click Show approval process. The approval process is displayed:
22. Click Save. The new approval workflow is now listed on the Workflows View.
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Additional Workflow Step Properties
You can modify additional properties of a workflow step by double-clicking the step on the Workflow Steps tab of
the Create New Workflow dialog box.
Figure 5-5: Workflow Step Properties Dialog Box
The workflow step properties are displayed on three tabs:
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•
Options Tab
•
Conditions Tab
•
External Actions Tab
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Options Tab
The Options tab of a workflow step’s Properties dialog box includes the following properties:
Table 5-1 • Workflow Step Properties
Property
Description
Approver Type
Select one of the following options:
Set Status
•
Reviewer
•
Purchaser
Select a custom status for this workflow step.
Workflow status is created and managed under Settings > Workflow Status. Setting a
status other than Default Status will set the request with the identified status when that
workflow step is in progress.
Set Action
Software installations are typically triggered and allowed for installation after all workflow
steps have occurred. If you wish to have this action occur earlier in the workflow process,
identify the step in which you want the software install action to occur.
Question template
Select a question template to link to the specified workflow step. When a question
template is linked to a workflow step, the approvers at that step will be presented with
those questions. If there are required questions within the question template, the request
cannot move to the next workflow step until all required questions have been answered.
Allow Approval
Level User Edit
Select this option if you wish to allow this specific approval step to be identified by the
requester. With this option enabled the requester will be able to change the users within
this step.
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Conditions Tab
The Conditions tab of a workflow step’s Properties dialog box lists any conditions that are applied to the workflow
step.
Figure 5-6: Conditions Tab of Workflow Step Properties Dialog Box
The conditions that you apply to a workflow step or the workflow itself determines when the step or workflow
should apply. Conditions specified here are limited to Include, meaning you define conditions when you want the
item to apply. An additional condition, Catalog Item, is present only for workflow step and workflow conditions. This
condition offers the ability to include a step or apply a workflow based on the license availability and cost of a
catalog item.
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External Actions Tab
You can have a workflow step execute a custom action. Custom actions are defined under Site Management >
Commands and Actions. You can use a custom action to execute an executable, script, web service, etc.
Figure 5-7: External Actions Tab of Workflow Step Properties Dialog Box
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Creating a Catalog Item Template
Creating a Catalog Item Template
When you create a new catalog item, you can select an existing template to load settings from a previously created
catalog item. For catalog items with a complex set of properties, creating a template to use during catalog item
creation could prove to be quite beneficial.
Task:
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To create a catalog item Template:
1.
Open the Admin tab, and click on Catalog Management:
2.
Locate an existing catalog item that you would like to use as a template. You should select a catalog item that
has the desired Approval Workflow and Question Template selected, as well as other deployment settings.
3.
Double-click that catalog item to open its Catalog Item Properties dialog box.
4.
On the General > Global tab, enter a name for the template in the Template Name text box.
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5.
Click Save. The next time that you create a new catalog item, you will be able to select this template when
creating a new catalog item:
•
New Catalog Item Wizard—The template will be listed in the Template list on the Catalog Item Title
and Category panel.
•
New Catalog Item Properties Dialog Box—The template will be listed in the Load settings from
template list on the General > Global tab.
Note • After you click Save on the New Catalog Item Properties dialog box the first time, the Load
settings from template property will no longer be listed on the General > Global tab.
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Editing Default Email Notifications
Editing Default Email Notifications
System notifications are notifications that are used to communicate with the users. They can be modified to suit
your company’s language preferences and content.
You view and edit notifications on the Communication > Notifications view under Site Management on the
Admin tab.
Note • Before beginning to edit your default email notifications, make sure that the HTML Email Format option on
the Email tab of the Site Management > Settings view is selected.
Task:
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To edit a default notification email:
1.
Open the Admin tab.
2.
Under Site Management, select Communication > Notifications. The default email notifications are listed on
the following tabs: Global, Software, General, Security, and License Reclamation.
3.
Locate the notification that you want to edit and double-click on it. The email opens in an editor window.
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4.
Edit and format the email using the tools on the toolbar.
Or, if you prefer to directly edit the HTML code of the email, click HTML at the bottom of the editor.
The HTML code will be displayed:
When editing notifications, you can customize them to match your company brand by including company fonts,
colors, and logos.
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5.
To insert a variable into the email, click on the Notification Variables button on the right side of the dialog box
to open the Notification Variables dialog box, select a variable from the list, and click Add.
6.
To add additional recipients to these emails, as CC or BCC notifications, open the Recipients tab and enter email
addresses, one per line.
7.
To specify conditions on a notification, open the Conditions tab.
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Most notifications have a conditions option to filter the recipient against membership rules to determine
whether the recipient should receive the notification. If a match is found against one of the conditions then the
notification is not sent to the recipient. Recipients include both the requester and target user of the request.
In the above example if the target user or the requestor is in the DHCP Administrators Security Group, the
notification will not be sent.
8.
After you have finished editing the notification email, click Save.
Tip • In addition to listing email notification files, the Global subtab of the Communication > Notifications view
also lists HTML files that can be edited to brand various portions of the App Portal site. See Branding Your App Portal
Site.
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Branding Your App Portal Site
Branding Your App Portal Site
There are several tasks you can perform to brand your App Portal Site. Most of these tasks are performed under Site
Management > Settings on the Admin tab. In addition to adding company fonts, colors, and logos to the default
email notifications that are sent out by App Portal, as described in Editing Default Email Notifications, you can also
perform the following tasks:
•
Changing the Page Header Logo
•
Customizing the Welcome Page
•
Customizing the App Portal User Interface Colors
•
Displaying a EULA to New Users
•
Editing the Help Tab Content
•
Adding Announcements to the Page Header
•
Specifying a Company Support Home Page URL
•
Updating the Site Name in Browser Title Bar
Changing the Page Header Logo
By default, the Flexera Software App Portal logo is displayed in the page header:
Figure 5-8: App Portal Logo in Page Header
To display a different image in the page header, perform the following steps:
Task:
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To change the page header logo:
1.
Open the Admin tab.
2.
Under Site Management, select Settings > Web Site > Catalog Appearance. The Web Site > Catalog
Appearance view opens.
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3.
Scroll down to the Visual Styling properties and locate the Company Logo URL property.
This field lists the location of the company logo that appears at the top left of all App Portal screens. By default,
the location of the App Portal logo is listed in this field:
/ap/Images/ap-logo.jpg
4.
In the Company Logo URL field, enter the location of the image you want to appear in the page header. You
can specify either a local file or a URL to a file at a remote location.
Tip • The image should be a maximum of 40 pixels in height. The default App Portal logo is displayed at 40px H
by 176px W, but a replacement image can be wider; it just cannot be more than 40 pixels in height. If the specified
image is more than 40 pixels in height, it will be automatically reduced in size and displayed at a height of 40
pixels.
5.
Click Save. The new image now appears in the Page Header of your site.
Tip • To see the new logo, you may need to close your App Portal browser and then reopen it or refresh the
browser window.
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Customizing the Welcome Page
By default, a generic message is listed on the Welcome Page, which is displayed when the Browse Catalog tab is
selected and a catalog item is not selected.
Figure 5-9: Welcome Page
To customize your Welcome Page, perform the following steps:
Task:
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To customize the Welcome Page:
1.
Open the Admin tab.
2.
Under Site Management, select Communication > Notifications. The Notifications View opens.
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3.
On the Global tab, double-click on Welcome. The Welcome file opens in an HTML Editor.
4.
Edit the text, using the functions on the toolbar to customize it.
5.
To add images, click the Image Manager button (
image to insert.
6.
Make any other necessary edits in the Editor window. Or, if you prefer to directly edit the HTML code, click
HTML at the bottom of the editor.
7.
Click Save. The edited Welcome page is now displayed.
), and use the Image Manager to upload and select an
Tip • To see the edited Welcome Page, you may need to close your App Portal browser and then reopen it.
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Customizing the App Portal User Interface
Colors
By default, App Portal’s user interface is branded with a color theme that mostly consists of various shades of blue
and gray. However, you can change the color theme on the Corporate Branding tab of the Site Management >
Settings > Web Site view.
Figure 5-10: Corporate UI Branding Tab
There are two methods for changing the App Portal color theme to match your corporate colors:
•
Changing the Base Color and Automatically Generating Other Colors
•
Changing the Individual Component Colors
Important • If you have modified the CSS files shipped with previous releases of App Portal to customize the colors of
the site, those changes will not be retained when you upgrade to App Portal 2015 R2. You will need to perform the steps
listed here to customize the colors of your App Portal user interface.
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Changing the Base Color and Automatically Generating Other Colors
The easiest way to change the App Portal color theme is to simply change the color listed in the Select base color
field. App Portal will then automatically generate color codes of various shades of that color that will be used
throughout the site.
Task:
To change the color theme by selecting a new base color:
1.
Identify the HEX value of your desired corporate color. For example, if your company had a green logo, the color
could be #006600:
2.
On the Admin tab, open the Site Management > Settings > Web Site view.
3.
Open the Corporate Branding tab.
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4.
In the Select base color box, enter #006600 and click Apply. The colors in the Your custom color column are
automatically changed based upon the base color that you entered.
5.
If you are satisfied with the colors listed in the Your custom color, click Save. The browser window will be
refreshed and the new color theme will be displayed.
6.
To return to the default Flexera Software colors, click the Reset to default button at the bottom of the
Corporate UI Branding tab.
Changing the Individual Component Colors
You have the option of setting the color individually for each of the listed components of the App Portal application.
This is a more difficult option because you have to specify slight variations in your corporate color to serve as hover
colors and the background colors for drop down menus, etc.
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Task:
To change the color theme by specifying colors for App Portal components:
1.
Specify the colors that you want to use for the following App Portal components:
Component
Sub Components
Nav bar
Background
Your Custom Color
Icons (unselected)
Hover
Browse categories menu
Menu header background
Categories background
Category (hover)
Buttons
Primary
Primary (hover)
Secondary
Secondary (hover)
Grid/Table
Header row background
Row (hover) background
Row (alternate) background
View and dialog box tabs
Tabs (selected)
Background
Highlight color
Search box button, Top border, Progress wheel
Pop up dialog box
Background
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Component
Sub Components
Others
View titles/subtitles
Your Custom Color
Hyperlink
Background of summary box on Checkout page
(in progress)
Welcome menu hover
Dropdown menu hover
Admin tab navigation menu hover
Image button hover
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2.
On the Admin tab, open the Site Management > Settings > Web Site view.
3.
Open the Corporate Branding tab.
4.
In the Your custom color column, enter the colors you have selected.
5.
Click Save. The browser window will be refreshed and the new colors you specified will be displayed.
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6.
To return to the default Flexera Software colors, click the Reset to default button at the bottom of the
Corporate UI Branding tab.
Displaying a EULA to New Users
You can choose to display an End User License Agreement the first time an end user opens App Portal. After that
user accepts the EULA, it will no longer be displayed.
To enable the display of a EULA to new users, perform the following steps:
Task:
To enable the display of a EULA to new users:
1.
On the Admin tab under Site Management, select Settings.
2.
On the General tab, select the Require EULA? option and click Save.
3.
Under Site Management, select Communication > Notifications. The Notifications View opens.
4.
On the Global tab, double-click on EULA. The default EULA file opens in an HTML Editor.
5.
Insert the text of your organization’s EULA, and format it using the functions on the toolbar.
If you prefer to directly edit the HTML code, click HTML at the bottom of the editor.
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6.
Click Save. The next time a new user opens App Portal for the first time, they will be prompted to accept the
EULA.
Editing the Help Tab Content
You can customize the Help tab to display any content you feel would be most helpful to users at your enterprise.
To customize the content of the Help tab, perform the following steps:
Task:
To customize the content of the Help tab:
1.
Open the Admin tab.
2.
Under Site Management, select Communication > Notifications. The Notifications View opens.
3.
On the Global tab, double-click on Help Page. The Help Page file opens in an HTML Editor.
4.
Edit the text, using the functions on the toolbar to customize it.
If you prefer to directly edit the HTML code, click HTML at the bottom of the editor.
5.
To add images, click the Image Manager button (
image to insert.
), and use the Image Manager to upload and select an
Note • You cannot use Image Manager when you are in HTML mode. You must be in Design mode.
6.
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Make any other necessary edits, and then click Save. The new content will now be displayed on the Help tab.
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Adding Announcements to the Page Header
You use the Communication > Announcements view to add announcements to the App Portal site.
Announcements are displayed on the top right corner of the browser window.
Figure 5-11: Announcement Displayed on the App Portal Site
Task:
To add announcements to the App Portal page header:
1.
Open the Admin tab.
2.
Under Site Management, select Communication > Announcements. The Announcements View opens.
3.
Click New. The New Announcement dialog box opens.
4.
In the Announcement title field, enter a brief title for this new announcement.
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5.
In the Expire date field, enter the date and time after which you no longer want this announcement displayed.
If you do not enter an Expire date, the announcement will not expire.
6.
In the Announcement text editor, enter the text of the announcement.
7.
Click Save announcement. The next time the browser window is refreshed, the Announcement title, along
with the beginning text of the announcement will be displayed. If a user clicks on the announcement title, a
browser window opens displaying the full text of the message.
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Specifying a Company Support Home Page URL
If you specify a URL for a company Support site, a support icon will be displayed at the top of each App Portal page,
which will be linked to that site:
Figure 5-12: Displaying Link to Company Support Page
To specify a company Support home page, perform the following steps:
Task:
To specify a company Support home page:
1.
On the Admin tab under Site Management, select Settings > Web Site.
2.
Open the Catalog Appearance tab.
3.
Under Visual Styling, enter a URL in the URL for company support home page field.
4.
Click Save. The next time the App Portal browser window is opened, the Support icon will be displayed, and it
will be linked to the Support site URL you entered.
Updating the Site Name in Browser Title Bar
You can customize the name that is displayed in the title bar of the App Portal browser window. By default, Flexera
Software App Portal is displayed.
Task:
To update the site name in the browser title bar:
1.
On the Admin tab under Site Management, select Settings > Web Site.
2.
Open the General tab.
3.
Under Site Settings, edit the title in the Site Title field.
4.
Click Save. The next time the App Portal browser window is opened, the new site title will be displayed.
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Connecting to the Flexera Service Gateway
Connecting to the Flexera Service
Gateway
If you have also purchased FlexNet Manager Suite, you can use App Portal to manage application licenses.
App Portal communicates with FlexNet Manager Suite via the Flexera Service Gateway component. To connect App
Portal to the Flexera Service Gateway, perform the following steps.
Task:
To connect to the Flexera Service Gateway:
1.
Select Site Management > Settings. The General tab of the Settings view opens.
2.
Open the Integration tab.
3.
In the Flexera Service Gateway Server Name field, enter the name of your Flexera Service Gateway server
Note • To integrate with FlexNet Manager Suite, you may also have to enter appropriate credentials.
Note • For more information on using the FlexNet Manager Suite to manage application licenses, see Adding Licensed
Software Catalog Items.
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