Altiris™ Software Portal 7.1 from Symantec™ User Guide

Altiris™ Software Portal 7.1 from Symantec™ User Guide
Altiris™ Software Portal 7.1
from Symantec™ User Guide
Altiris™ Software Portal 7.1 from Symantec™ User
Guide
The software described in this book is furnished under a license agreement and may be used
only in accordance with the terms of the agreement.
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Contents
Technical Support ............................................................................................... 4
Chapter 1
Introducing the Software Portal ........................................ 9
About the Software Portal ............................................................... 9
What you can do with the Software Portal ........................................ 10
Chapter 2
Introducing software requests ......................................... 11
About the software in the Software Portal ........................................
About the approval of software requests ...........................................
Software request workflow ............................................................
Statuses of software requests in the Software Portal ...........................
About request status notifications ...................................................
Chapter 3
Setting up your Software Portal ....................................... 19
Opening the Software Portal ..........................................................
Setting up the Software Portal with your user profile ..........................
Software Portal: User Profile page ...................................................
Add User dialog box ......................................................................
Chapter 4
19
20
21
22
Requesting software ........................................................... 23
Requesting software in the Software Portal .......................................
Software Portal: Home page ...........................................................
Request Confirmation dialog box, Unlisted Request Confirmation
dialog box .............................................................................
Reviewing or adding comments to a software request .........................
Request Details dialog box .............................................................
Canceling a software request ..........................................................
Installing approved software ..........................................................
Chapter 5
11
12
13
16
17
23
24
25
27
28
28
29
Managing software requests ............................................ 31
Finding and filtering software requests on the Manager Portal
page .................................................................................... 31
Processing a software request ........................................................ 32
8
Contents
Software Portal: Manager Portal page .............................................. 33
Index
.................................................................................................................... 35
Chapter
1
Introducing the Software
Portal
This chapter includes the following topics:
■
About the Software Portal
■
What you can do with the Software Portal
About the Software Portal
The Software Portal lets users submit requests and install software through a
Web-based interface with little or no administrator involvement. This self-service
approach to software delivery reduces help desk calls and simplifies the process
of requesting and delivering software. Because the Software Portal uses predefined
software information and delivery settings, it can automate most of the deliveries
that result from the software requests.
The administrator who sets up the Software Catalog decides which software each
user or group of users is allowed and specifies which software requires approval.
These settings determine the amount of intervention that is required for specific
software requests. Requests for pre-approved software require no further action
from anyone. Requests for other standard software require approval from a
manager or an administrator but upon approval, the software delivery is automatic.
Only the requests for non-standard software require the manager or the
administrator to take further action to deliver the software.
The Software Portal is installed on the client computers. Therefore, the users can
create requests and the managers can approve the requests without requiring
access to the Symantec Management Console.
The Software Portal supports requests for Windows and Mac OS software.
See “Software request workflow ” on page 13.
10
Introducing the Software Portal
What you can do with the Software Portal
See “Requesting software in the Software Portal” on page 23.
See “Processing a software request” on page 32.
What you can do with the Software Portal
The actions that you can perform in the Software Portal are as follows:
■
Configure your profile to enter your user information and preferences.
See “Setting up the Software Portal with your user profile” on page 20.
■
Request software. (Windows and Mac OS only)
You can request the software that is standard for your organization, which is
known as listed software. You also can request non-standard software, which
is known as unlisted software. For example, unlisted software can be a special
utility that you need for your work but that no one else in the organization
needs.
See “Requesting software in the Software Portal” on page 23.
■
Review and manage your software requests.
See “Reviewing or adding comments to a software request” on page 27.
See “Canceling a software request” on page 28.
■
Review the software requests and approve or deny them, if you are a manager.
See “Processing a software request” on page 32.
Some requests might also need an administrator’s approval.
Chapter
2
Introducing software
requests
This chapter includes the following topics:
■
About the software in the Software Portal
■
About the approval of software requests
■
Software request workflow
■
Statuses of software requests in the Software Portal
■
About request status notifications
About the software in the Software Portal
An administrator adds software to the Software Portal and configures the settings
and the permissions that let users request the software. The terms that describe
these settings and permissions appear on the Software Portal pages where the
software is displayed.
Table 2-1
Terms that describe the software in the Software Portal
Term
Description
Listed
The software that is in the Software Catalog and published to the
Software Portal for the current user.
Listed software is available for the user to request. If it is not
recommended for the current user, it does not appear on the user’s
Home page by default.
The term Listed can also apply to a request for listed software.
12
Introducing software requests
About the approval of software requests
Table 2-1
Terms that describe the software in the Software Portal (continued)
Term
Description
Unlisted
Software that meets any of the following conditions:
■
The software is not in the Software Catalog.
The software is in the Software Catalog but is not published to the
Software Portal.
■ The software is published to the Software Portal but not for the
current user.
■
Unlisted software cannot be delivered automatically on request.
The term Unlisted can also apply to a request for unlisted software.
Approved
The listed software that is pre-approved for a specific user. Typically,
the software that does not require a license is pre-approved. For
example, Adobe Reader and the Google Toolbar do not require a
license.
Approved software is delivered or scheduled for delivery as soon as
the user submits a request for it. No further action is needed.
The person who publishes the software to the Software Portal can
pre-approve it.
Recommended
The listed software that is recommended for a specific user. For
example, the software that is part of the user’s set of core applications
should be recommended.
Recommended software appears on the user’s Home page by default.
The user can also display all the software that is published for them.
The person who publishes the software to the Software Portal can
designate it as recommended.
See “About the Software Portal” on page 9.
About the approval of software requests
Every software request that is created in the Software Portal must be approved
before the software is installed. Different user roles can approve the software
requests, depending on the type of request and the stage of the software request
process.
Introducing software requests
Software request workflow
Table 2-2
Users who can approve software requests
Approver
When their approval is needed
Administrator,
Software Catalog
The Software Catalog administrator can pre-approve software
for specific users or groups when the software is published to
the Software Portal.
Pre-approval streamlines the request process by eliminating the
need for additional intervention from the manager, administrator,
or help desk. For example, the administrator can pre-approve a
group of software tools that users in a specific department
require.
Administrator,
Software Portal
A request requires an administrator’s approval in the following
situations:
When the user is not assigned to a manager
In this case, the request is sent directly to the administrator.
■ When a manager is out of the office or does not respond to a
software request.
■ When the request is for an unlisted software resource and
the manager assigns the request to the administrator
An unlisted software resource is not in the Software Catalog
or is not published to the Software Portal for the person who
creates the request. A request for an unlisted software
resource requires the manager or the administrator to take
additional action. A manager who has access to the software
can approve the request and provide the software to the user.
A manager who does not have access to the software can
approve the request and assign it to the administrator, who
can provide the software. For example, the administrator can
obtain new software or create a software delivery task.
■
Manager
A request requires a manager’s approval when the software is
not pre-approved for a user who is assigned to that manager. The
software can be listed or unlisted.
When a manager approves a request for listed software, the
software is delivered. When a manager approves a request for
unlisted software, the manager can choose to assign it to the
Software Portal administrator for additional action.
See “Processing a software request” on page 32.
Software request workflow
Figure 2-1 shows how a software request is processed through the Software Portal.
13
14
Introducing software requests
Software request workflow
See “About the Software Portal” on page 9.
This diagram does not illustrate the additional steps that are required to deliver
unlisted software. Unlisted software is either not in the Software Catalog or is
not published to the Software Portal. Therefore, it cannot be delivered
automatically and someone must take additional steps to deliver it.
See “About the approval of software requests” on page 12.
Introducing software requests
Software request workflow
Software request workflow diagram for listed software
Figure 2-1
The end user
requests the
software
The request goes to
the manager and
administrator
Is a manager
assigned?
No
No
Yes
Is the software
approved?
Is the manager
available?
Yes
Yes
The manager
reviews the request
No
The administrator
reviews the request
The request is held
until further action is
taken
Approve
Manager’s
decision
On Hold
The request is held
until further action is
taken
Deny
The request is
closed
Deny
The software is
delivered
Administrator’s
decision
Approve
On Hold
15
16
Introducing software requests
Statuses of software requests in the Software Portal
Statuses of software requests in the Software Portal
The status of a software request indicates its place in the Software Portal approval
process. As a software request is processed, the user, manager, and administrator
can check its status at any time.
A software request is created when a user uses the Software Portal to request
software. A manager or an administrator processes a software request by changing
its status.
See “Processing a software request” on page 32.
Users of the Software Portal can check the status of software requests from the
following locations:
■
Under the Request Status section on the user’s Home page, the Manager
Portal page, or the Administrator Portal page, depending on your user role.
■
In any of the Request Details dialog boxes that appear when a request is
opened.
■
In the reports that are available in the Symantec Management Console.
Typically, these reports are available to the administrator only.
■
In the Web parts that are associated with the Software Portal.
Some of the statuses are used for reporting purposes only and do not appear on
any pages or dialog boxes in the Software Portal.
Table 2-3
Statuses of software requests in the Software Portal
Status
Description
Approved (Complete)
The request is approved and the software is either installed or
scheduled for installation.
Approved (Pending)
The request is for unlisted software and a manager approved it
and sent it to an administrator for approval.
Canceled
The user canceled the request.
Closed
A request is closed when it has any of the following statuses:
■
Approved (Complete)
■
Canceled
■
Denied
The Closed status does not appear in the Request Status list or
in the Request Details dialog boxes. However, it is included in
the messages that appear when someone tries to edit a request
that is closed.
Introducing software requests
About request status notifications
Table 2-3
Statuses of software requests in the Software Portal (continued)
Status
Description
Denied
The manager or the administrator denied the request.
Failure
An attempt to deliver the requested software was made and it
failed. This status describes the software delivery rather than
the software request. It appears on the Software Portal reports
and the Web parts that appear in the Symantec Management
Console.
On Hold
The manager or the administrator placed the request on hold
pending further research.
For example, the manager might place a request on hold and
enter comments to ask the user to justify the need for the
software. The administrator might need to check the availability
of a license or obtain the software.
Open
The request is not closed. For example, an On Hold request is
considered to be Open.
Scheduled
The request is approved and is scheduled for delivery.
Submitted
The user created the request but no one has taken further action
on it.
Success
The requested software was delivered successfully. This status
describes the software delivery rather than the software request.
It appears on the Software Portal reports and the Web parts that
appear in the Symantec Management Console.
See “About the software in the Software Portal” on page 11.
About request status notifications
The Software Portal can facilitate communication about software requests by
sending email messages automatically as a result of certain actions. An email
notice can be triggered when a software request’s status changes and when
someone adds a comment to a software request.
When you configure your user profile, you can specify for the receipt of email
messages about requests. These preferences become the default for any software
requests that you create or review. You can override the default email settings
for specific software requests.
See “Setting up the Software Portal with your user profile” on page 20.
17
18
Introducing software requests
About request status notifications
The automated email messages ensure that you receive the most current
information about the software requests and prevent delays in processing them.
For example, the user creates a software request for a new application. The
manager denies the request because the user specified an obsolete version. Any
change to a software request’s status requires a comment to be entered. Therefore,
the manager’s denial can trigger an email to the user to explain why the request
is denied. As a result, the user can take immediate action to provide the required
information.
Chapter
3
Setting up your Software
Portal
This chapter includes the following topics:
■
Opening the Software Portal
■
Setting up the Software Portal with your user profile
■
Software Portal: User Profile page
■
Add User dialog box
Opening the Software Portal
The first time you open the Software Portal, the User Profile page appears.
See “Software Portal: User Profile page” on page 21.
After you have set up your user profile, the Software Portal opens your Home
page.
See “Software Portal: Home page” on page 24.
Note: The Software Portal might not open properly on a computer that runs
Windows Server 2003 or 2008. This problem occurs when the computer’s browser
security settings are set to High, which disables the following Security Settings
option: Launching Programs and Files in an IFRAME. Because the Home page
in the Software Portal uses the IFRAME element, the page is not rendered properly.
To inquire about changing your browser’s security settings, contact your
organization’s system administrator.
20
Setting up your Software Portal
Setting up the Software Portal with your user profile
To open the Software Portal
◆
Take one of the following actions:
■
Double-click the Symantec Software Portal shortcut on your Desktop.
■
On the Start menu, click All Programs > Symantec > Symantec Software
Portal
■
Right-click the Symantec Management Agent icon in the notification
area and then click Software Portal.
The Software Portal might not be available from all these places on your
computer.
Setting up the Software Portal with your user profile
The administrator installs the Software Portal on individual computers and
provides information about how you can access it. Before you can request or
approve software in the Software Portal, you must configure your user profile.
Your user profile contains the information that identifies you in the Software
Portal. If you are a manager, you also specify the users whose software requests
you can process.
You can also specify your preferences for the receipt of email messages about
requests.
See “About request status notifications” on page 17.
To configure your user profile in the Software Portal
1
To open the Software Portal, do one of the following:
■
Double-click the Symantec Software Portal shortcut on your Desktop.
■
On the Start menu, click All Programs > Symantec > Symantec Software
Portal
■
Right-click the Symantec Management Agent icon in the notification
area and then click Software Portal.
Note: The Software Portal might not be available from all these places on
your computer.
2
Click User Profile.
The first time that you access the Software Portal, the User Profile tab appears
automatically.
Setting up your Software Portal
Software Portal: User Profile page
3
On the User Profile tab, enter or edit your user information and specify your
preferences for the receipt of email messages about requests.
See “Software Portal: User Profile page” on page 21.
4
Click Save Changes.
Software Portal: User Profile page
This page is available to users and managers.
Your user profile contains the information that identifies you in the Software
Portal. If you are a manager, you also specify the users whose software requests
you can process.
You can also specify your default preferences for the receipt of email messages
about requests.
See “Setting up the Software Portal with your user profile” on page 20.
Table 3-1
Options on the User Profile page
Option
Description
User Name
Lets you provide information about yourself to facilitate
communication between the people who make the requests and
the people who review the requests.
Full Name
Email
Work Phone
Job Title
Department
Approver
Displays one or more people who can approve your software
requests. This option is read only for users.
Send an email when the Lets you receive an email message when someone changes the
request state changes status of one of your software requests. This check box provides
the default for the software requests that you create.
See “About request status notifications” on page 17.
Send an email when
comments are added
Lets you receive an email message when someone adds a comment
to one of your software requests. This check box provides the
default for the software requests that you create.
See “About request status notifications” on page 17.
21
22
Setting up your Software Portal
Add User dialog box
Table 3-1
Options on the User Profile page (continued)
Option
Description
Add User
Lets you specify the users or groups of users whose software
requests you can process. This option appears only if you are a
manager.
See “Add User dialog box” on page 22.
Add User dialog box
This dialog box lets administrators define the users or groups of users who can
request a particular software resource in the Software Portal. It also lets managers
specify the users or groups of users whose software requests they can process.
The administrators and the managers access the Add User dialog box from the
following locations:
Administrators
Managers
Administrators can access the Add User dialog box from the following
places in the Symantec Management Console:
■
The Software Publishing tab that appears when the administrator
adds a software resource to the Software Portal.
■
The Software Publishing tab that appears when the administrator
adds a Managed Software Delivery policy to the Software Portal.
Managers can access the Add User dialog box from their User Profile
page in the Software Portal.
See “Software Portal: User Profile page” on page 21.
Table 3-2
Options in the Add User dialog box
Option
Description
User Domain
Lets you type the domain in which to search for users.
Search for user
Lets you search the specified domain for a specific user or a group
of users. You can type part of the user name or group name, or
you can leave the search box empty to search all users.
Select users
Displays the search results, from which you can select a user or
group to add. You can select and add multiple users and groups.
Chapter
4
Requesting software
This chapter includes the following topics:
■
Requesting software in the Software Portal
■
Software Portal: Home page
■
Request Confirmation dialog box, Unlisted Request Confirmation dialog box
■
Reviewing or adding comments to a software request
■
Request Details dialog box
■
Canceling a software request
■
Installing approved software
Requesting software in the Software Portal
(Windows and Mac OS only)
In the Web-based Software Portal, you can request software and install it on your
computer with little or no administrator involvement.
By default, only the software that is recommended for you is displayed.
After you create a software request, it is processed as follows:
■
If the software is listed and it is pre-approved, the software delivery is
scheduled to occur on the date and time that you specify.
■
If the software is listed and it requires approval, the request is assigned to an
approver.
■
If the software is unlisted, the request is assigned to an approver.
24
Requesting software
Software Portal: Home page
The number of requests that you can have open at one time might be limited.
When you reach your limit you cannot create a new request until an open request
is closed.
Before you can request software, you must configure your user profile.
See “Setting up the Software Portal with your user profile” on page 20.
To request software in the Software Portal
1
To open the Software Portal, do one of the following:
■
Double-click the Symantec Software Portal shortcut on your Desktop.
■
On the Start menu, click Programs > Symantec > Symantec Software
Portal
■
Right-click the Symantec Management Agent icon in the notification
area and then click Software Portal.
Note: The Software Portal might not be available from all these places on
your computer.
2
If the Home page does not appear, click Home.
3
On the Home page, do one of the following:
■
If the software that you want is in the list, select the software in the list
and click Request Software.
■
If the software that you want is not in the list, click Show All to display
all the software that is available to you.
If the software that you want still does not appear in the list, click Request
Unlisted Software.
See “Software Portal: Home page” on page 24.
4
In the Request Confirmation dialog box or the Unlisted Request
Confirmation dialog box, enter information about the request.
See “Request Confirmation dialog box, Unlisted Request Confirmation dialog
box” on page 25.
5
Click OK.
Software Portal: Home page
This page lets you create software requests, check the status of your requests,
add comments to your requests, and cancel requests.
Requesting software
Request Confirmation dialog box, Unlisted Request Confirmation dialog box
See “Requesting software in the Software Portal” on page 23.
See “Reviewing or adding comments to a software request” on page 27.
See “Canceling a software request” on page 28.
Table 4-1
Options in the Request Software section
Option
Description
Request Software
Lets you create a request for the software that you select in the
list.
See “Request Confirmation dialog box, Unlisted Request
Confirmation dialog box” on page 25.
Request Unlisted
Software
Lets you create a request for the software that does not appear
in the list.
Show Recommended
Displays only the software that is recommended for you. This
software appears in the list by default.
Show All
Displays all the software that is available for you to download
from the Software Portal.
Table 4-2
Options in the Request Status section
Option
Description
Edit
Opens the Request Details dialog box, where you can add
comments to a request and check the request history. The request
history lists all the comments and actions that are associated
with the request.
Cancel Request
Lets you cancel a request. You can cancel open requests only.
Request Confirmation dialog box, Unlisted Request
Confirmation dialog box
These dialog boxes appear when you request software in the Software Portal.
See “Requesting software in the Software Portal” on page 23.
The kind of software that you request determines which dialog box appears as
follows:
Request Confirmation Appears when you request the software that is in the list on the
Home page
25
26
Requesting software
Request Confirmation dialog box, Unlisted Request Confirmation dialog box
Unlisted Request
Confirmation
Appears when you request the software that is not in the list on
the Home page
Some of the options differ depending on which dialog box appears.
Table 4-3
Options in the Request Confirmation dialog box and the Unlisted
Request Confirmation dialog box
Option
Description
Software Name
Lets you specify the software that you want. If this request is for
unlisted software, type the name of the software. If this request
is for listed software, the name and description of the listed
software appear.
Version
Lets you type the version of the software that you need.
This option appears only when you request unlisted software.
Vendor
Lets you type the name of the vendor who distributes the
software, if you know it. Provide this information to help the
administrator obtain the correct software.
This option appears only when you request unlisted software.
Date Required
Lets you specify the date on which you prefer to have the software
delivered after the request is approved.
If the software that you request has a predefined delivery
schedule, this option does not appear. The scheduled delivery
date and time are displayed instead.
Comments
Lets you provide additional information about your request.
Some examples of comments are as follows:
■
Describe why you need the software.
■
Specify when you need the software.
■
When you request unlisted software, provide the information
that helps the administrator obtain the correct software.
Send an email when the Let you receive email messages about this request. Your user
request state changes profile determines the defaults for these options.
Send an email when
comments are added
See “About request status notifications” on page 17.
Email address
Displays the email address that is defined in your user profile.
See “Setting up the Software Portal with your user profile”
on page 20.
Requesting software
Reviewing or adding comments to a software request
Reviewing or adding comments to a software request
You can review a software request to check its status or to view the actions that
have been taken.
See “Statuses of software requests in the Software Portal” on page 16.
Comments provide a means to communicate information about software requests.
Users can add comments to justify their need for software or to provide details
about the unlisted software that they request. Managers can add comments to
explain the status that they assign to the request or to request additional
information from the user.
You cannot add comments to a request that is closed.
To review or add comments to a software request
1
To open the Software Portal, do one of the following:
■
Double-click the Symantec Software Portal shortcut on your Desktop.
■
On the Start menu, click Programs > Symantec > Symantec Software
Portal
■
Right-click the Symantec Management Agent icon in the notification
area and then click Software Portal.
Note: The Software Portal might not be available from all these places on
your computer.
2
3
Depending on your role, do either of the following:
■
If you are a user, click Home.
■
If you are a manager and you need to add a comment to a user’s request,
click Manage.
Under Request Status, double-click the request.
(Manager Portal page only) Use the search feature to find the request if
necessary.
4
5
In the Request Details dialog box, do either of the following:
■
Enter comments.
■
To review the request’s comments and actions, expand the Request
History section.
Click OK.
27
28
Requesting software
Request Details dialog box
Request Details dialog box
This dialog box displays the details about a software request. It lets you add
comments to a request and check the request history. The Request History section
lists all the comments and actions that are associated with the request.
Users can use this dialog box to review and add comments to their existing
requests.
See “Reviewing or adding comments to a software request” on page 27.
Managers can use this dialog box to review, add comments to, and process a
software request.
See “Processing a software request” on page 32.
Canceling a software request
You can cancel the requests that you create in case you request the wrong software
or you find that you no longer need the software.
You cannot cancel a request that is closed.
See “Requesting software in the Software Portal” on page 23.
See “Statuses of software requests in the Software Portal” on page 16.
To cancel a software request
1
To open the Software Portal, do one of the following:
■
Double-click the Symantec Software Portal shortcut on your Desktop.
■
On the Start menu, click Programs > Symantec > Symantec Software
Portal
■
Right-click the Symantec Management Agent icon in the notification
area and then click Software Portal.
Note: The Software Portal might not be available from all these places on
your computer.
2
Click Home.
3
Under Request Status, select the request.
Use the search feature to find the request if necessary.
4
Click Cancel Request and click OK
Requesting software
Installing approved software
Installing approved software
(Windows and Mac OS only) When your software request is approved, the software
is delivered to and installed on your computer. In most cases, the software is
installed automatically.
(Windows only) Your administrator might configure the software delivery to
require you to initiate the software installation. In that case, you initiate the
installation from the Symantec Management Agent that is installed on your
computer.
To install approved software
1
Open the Symantec Management Agent in one of the following ways:
■
On the Start menu, click Programs > Symantec > Symantec Management
Agent.
■
Right-click the Symantec Management Agent icon in the notification
area and then click Symantec Management Agent.
■
Run the following command:
installation path\Altiris\Altiris Agent\AeXAgentActivate.exe
2
In the Symantec Management Agent window, click the Software Delivery
tab.
On the Software Delivery tab, under Deliveries available for this computer,
click the software to install.
3
In the left pane, under Application Tasks, click the task to install the selected
software.
For more information, see the topics about the Software Delivery page in the
Symantec Management Agent User Interface Help.
You can open the Symantec Management Agent User Interface Help by clicking
Help in the upper right of the Symantec Management Agent window.
29
30
Requesting software
Installing approved software
Chapter
5
Managing software
requests
This chapter includes the following topics:
■
Finding and filtering software requests on the Manager Portal page
■
Processing a software request
■
Software Portal: Manager Portal page
Finding and filtering software requests on the
Manager Portal page
You can search for specific types of software requests on the Manager Portal
page.
To find and filter software requests
1
To open the Software Portal, do one of the following:
■
Double-click the Symantec Software Portal shortcut on your Desktop.
■
On the Start menu, click All Programs > Symantec > Symantec Software
Portal
■
Right-click the Symantec Management Agent icon in the notification
area and then click Software Portal.
Note: The Software Portal might not be available from all these places on
your computer.
2
Click Manage.
32
Managing software requests
Processing a software request
3
On the Manager Portal page, expand the Filtering options section.
4
Select the filter criteria from any of the following lists:
Status
Request type
5
Lets you search for the requests with one of the following
statuses:
■
Approve
■
Deny
■
Open
■
On Hold
Lets you search for requests for listed or unlisted software.
If necessary, click Show only the requests from users who report directly
to me.
The users who report to you are those who are defined on your User Profile
page.
6
Click Search.
Processing a software request
If the software is not pre-approved for the user who requests it, the manager must
review the request and decide what action to take. To process a software request,
the manager changes its status.
The request statuses that you can set are as follows:
■
Approve
■
On Hold
■
Deny
See “Statuses of software requests in the Software Portal” on page 16.
See “About the approval of software requests” on page 12.
The Manager Portal page is available only to the users who have permission to
approve and deny software requests.
To process a software request
1
To open the Software Portal, do one of the following:
■
Double-click the Symantec Software Portal shortcut on your Desktop.
■
On the Start menu, click Programs > Symantec > Symantec Software
Portal
Managing software requests
Software Portal: Manager Portal page
■
Right-click the Symantec Management Agent icon in the notification
area and then click Software Portal.
Note: The Software Portal might not be available from all these places on
your computer.
2
Click Manage.
3
On the Manager Portal page, under Requested Software, select the software
request.
Only the requests that require your attention are displayed. Use the search
feature to find and display other requests if necessary.
4
5
6
Do one of the following:
■
To open the request for review, comments, or a status change, click Edit.
■
To quickly change the status without opening the request, click Change
Status and on the Change Status menu, select the status.
If you opened the software request, on the Request Details dialog box, do
any of the following:
■
Change the status.
■
Check Assign request to the Software Portal Administrator.
This check box is available only when you approve a request for unlisted
software. For example, if you cannot provide the software yourself, approve
the request and pass it to the administrator.
■
Enter comments to explain why you changed the status or to request
additional information.
Comments are required whenever you change the status.
■
To review the request’s comments and actions, expand the Request
History section.
To close the Request Details dialog box, click OK.
Software Portal: Manager Portal page
This page lets a manager view and approve the software requests for the users
who are listed on the manager’s User Profile page.
The Manager Portal page appears in the Software Portal on the client computer.
The page is available only to the users who have permission to approve and deny
software requests.
33
34
Managing software requests
Software Portal: Manager Portal page
Table 5-1
Sections on the Manager Portal page
Section
Description
Filtering options
Lets the manager use filter options to find a specific group of
software requests.
See “Finding and filtering software requests on the Manager
Portal page” on page 31.
Requested Software
Lets the manager review the software requests and decide what
action to take.
See “Processing a software request” on page 32.
See “About the approval of software requests” on page 12.
Index
A
R
application
installing from user requests 29
requesting in Software Portal 23
approval, software request
about 12
granting 32
requirements 12
approved software
about 12
recommended software 12
request, software. See software request
C
comments, software request 27
confirmation, software request 25
E
email notification, Software Portal
about 17
defaults 21
per request 26
H
home page
Software Portal 24
L
listed software
about 11
requesting 25
M
Manager Portal 33
P
portal
Software Portal. See Software Portal
S
software 12
See also approved software
See also recommended software
installing from user requests 29
listed. See listed software
requesting in Software Portal 23
unlisted. See unlisted software
Software Management Solution 9
See also Software Portal
Software Portal 9
See also software request
about 9
email notification. See email notification,
Software Portal
home page 24
key tasks 10
Manager Portal 33
not opening properly 19
opening 19
process flow 13
software 11
user profile 20–21
users. See users, Software Portal
work flow 13
software request 12
See also approved software
approval. See approval, software request
approvers 12
canceling 28
closed 16
comments, adding 27–28
confirmation 25
creating 23
denied 17
details 28
36
Index
software request (continued)
email notification. See email notification,
Software Portal
defaults 21
finding 31
history, viewing 27
listed. See listed software
on hold 17
open 17
process flow 13
processing 32
reviewing 32
scheduled 17
status. See status, software request
submitted 17
unlisted. See unlisted software
work flow 13
status, software request
about 16
approved. See approval, software request
canceled 16
changing 32
closed 16
denied 17
on hold 17
open 17
scheduled 17
submitted 17
viewing 27
U
unlisted software
about 12
requesting 25
user profile, Software Portal 20–21
users, Software Portal
adding 22
profile 20–21
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