AdventNet ManageEngine ServiceDesk Plus

AdventNet ManageEngine ServiceDesk Plus
AdventNet ManageEngine ServiceDesk Plus – Admin Guide
Table of Contents
INTRODUCTION........................................................................................................ 5
System Requirements ......................................................................................................... 7
Installation and Getting Started ........................................................................................... 8
Uninstalling ServiceDesk Plus ........................................................................................... 13
Registering ServiceDesk Plus ........................................................................................... 14
Contacting AdventNet........................................................................................................ 15
RELEASE NOTES ................................................................................................... 16
REQUEST................................................................................................................ 20
Creating a New Request.................................................................................................... 21
Viewing a Request............................................................................................................. 25
Request Conversations ..................................................................................................... 28
Editing a Request .............................................................................................................. 29
Assigning a Technician for the Request ............................................................................ 31
Unassigning a Technician from a Request ........................................................................ 33
Picking up Requests .......................................................................................................... 34
Viewing Requester Details................................................................................................. 35
Copying a Request ............................................................................................................ 36
Merging a Request ............................................................................................................ 37
Printing the Request .......................................................................................................... 38
Adding Notes ..................................................................................................................... 39
Start / Stop Request Timer ................................................................................................ 40
Closing Requests............................................................................................................... 41
Adding a Resolution........................................................................................................... 42
Searching Solutions........................................................................................................... 43
E-mail the Requester ......................................................................................................... 44
Forward the Request ......................................................................................................... 46
E-mail the Technician ........................................................................................................ 47
SMS the Technician........................................................................................................... 48
Viewing Requests Based on Filters ................................................................................... 49
Customizing Request List View ......................................................................................... 52
Deleting Requests ............................................................................................................. 53
Searching Requests .......................................................................................................... 54
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
INVENTORY ............................................................................................................ 55
Scanning a New Workstation............................................................................................. 58
Adding a New Workstation ................................................................................................ 60
Auditing Workstations ........................................................................................................ 61
Viewing Workstation Details .............................................................................................. 62
Viewing Workstations Based on Filters ............................................................................. 69
Customizing Workstation List View.................................................................................... 70
Deleting Workstations........................................................................................................ 71
Searching Workstations..................................................................................................... 72
Viewing the entire Software List ........................................................................................ 73
Customizing Software List View ........................................................................................ 78
Searching Software ........................................................................................................... 79
Viewing the entire Asset List.............................................................................................. 80
Searching Assets............................................................................................................... 85
PURCHASE ............................................................................................................. 86
Creating a New Purchase Order........................................................................................ 87
Viewing a Purchase Order................................................................................................. 90
Editing a Purchase Order .................................................................................................. 91
PO Approval Process ........................................................................................................ 92
Receiving PO Items ........................................................................................................... 94
Printing a Purchase Order ................................................................................................. 95
Deleting a Purchase Order ................................................................................................ 96
E-mailing the PO Owner .................................................................................................... 97
Notifying the Vendor .......................................................................................................... 98
Searching in Purchase....................................................................................................... 99
CONTRACTS......................................................................................................... 100
Creating a New Contract ................................................................................................. 101
Viewing a Contract........................................................................................................... 103
Editing a Contract ............................................................................................................ 104
Renewing a Contract ....................................................................................................... 105
Printing a Contract ........................................................................................................... 107
Viewing Contract Owner Details ...................................................................................... 108
E-mailing the Contract Owner.......................................................................................... 109
Notifying the Vendor ........................................................................................................ 110
Searching Contracts ........................................................................................................ 111
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
SOLUTIONS .......................................................................................................... 112
Adding a New Solution .................................................................................................... 113
Editing a Solution............................................................................................................. 114
Deleting a Solution........................................................................................................... 115
Search in Solutions.......................................................................................................... 116
Browsing Solutions by Topic............................................................................................ 117
Managing Topics ............................................................................................................. 118
CONFIGURATIONS............................................................................................... 120
Helpdesk Configurations.................................................................................................. 122
Request Form Customizer ........................................................................................................... 123
Configuring Category .............................................................................................................................. 124
Configuring Status................................................................................................................................... 126
Configuring Level .................................................................................................................................... 128
Configuring Mode.................................................................................................................................... 129
Configuring Priority.................................................................................................................................. 131
Configuring Request Settings.................................................................................................................. 133
Configuring Additional Fields................................................................................................................... 134
Configuring Mail Server Settings ................................................................................................. 136
Configuring Organization Details ................................................................................................. 139
Configuring the Operational Hours ..............................................................................................140
Configuring Holidays.................................................................................................................... 141
Configuring Organizational Locations.......................................................................................... 142
Configuring Organizational Departments..................................................................................... 143
Configuring Service Level Agreements ....................................................................................... 144
Configuring Queues ..................................................................................................................... 147
Configuring Business Rules......................................................................................................... 149
Configuring Notification Rules ..................................................................................................... 152
Asset Management.......................................................................................................... 155
Configuring Product Types .......................................................................................................... 156
Configuring Products ................................................................................................................... 158
Configuring Vendors .................................................................................................................... 160
Configuring Workstation - Additional Fields................................................................................. 162
Configuring Asset - Additional Fields........................................................................................... 164
Scanning Windows PCs............................................................................................................... 166
Network Scanning........................................................................................................................ 168
Configuring Audit Settings ........................................................................................................... 170
Configuring Purchase Default Values.......................................................................................... 172
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User Management ........................................................................................................... 173
Configuring Roles ........................................................................................................................ 174
Configuring Requester - Additional Fields ................................................................................... 176
Configuring Requesters ............................................................................................................... 178
Configuring Technician - Additional Fields .................................................................................. 184
Configuring Technicians .............................................................................................................. 186
Configuring Active Directory Authentication ................................................................................ 190
User Survey ..................................................................................................................... 191
Configuring Survey Settings ........................................................................................................ 192
Defining a Survey......................................................................................................................... 193
Sending Survey............................................................................................................................ 195
Viewing Survey Results ............................................................................................................... 196
Configuring General Settings........................................................................................... 197
Configuring Header Tabs................................................................................................. 198
REPORTS.............................................................................................................. 199
About ServiceDesk Plus Reports..................................................................................... 200
Custom Reports............................................................................................................... 205
Viewing Helpdesk Reports............................................................................................... 208
Viewing Asset Reports..................................................................................................... 210
Viewing Purchase Reports .............................................................................................. 212
Exporting Report as PDF................................................................................................. 214
GENERAL FEATURES ......................................................................................... 215
Login Index Page............................................................................................................. 216
Dashboard ................................................................................................................................... 217
Publishing Announcements ......................................................................................................... 218
Global View.................................................................................................................................. 220
Tracking My Tasks....................................................................................................................... 221
System Log Viewer.......................................................................................................... 223
Changing Password......................................................................................................... 224
Recent Items.................................................................................................................... 225
Back up and Restore ....................................................................................................... 226
Changing Web Server Port.............................................................................................. 227
TROUBLESHOOTING........................................................................................... 228
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
Introduction
ManageEngine ServiceDesk Plus is a comprehensive help desk and asset management
software that provides help desk agents and IT managers an integrated console to
monitor and maintain the assets and IT requests generated from the users of the IT
resources in an organization. The IT help desk plays an important part in the provision of
IT Services. It is very often the first contact the users have in their use of IT Services
when something does not work as expected. The IT help desk is a single point of contact
for end-users who need help. Without this, an organization could certainly face losses
due to inefficiencies.
The two main focuses of the ManageEngine ServiceDesk Plus are IT Request tracking
and Asset Management. Using the following modules of ServiceDesk, technicians and
system administrators can resolve issues of complex nature in no time and thus reduce
the end-user frustration arising due to time consuming issue resolving process. They can
also keep track of the needs of the organization with the help of asset management and
proactively allocate resources to the right user/departments, thus increasing the
productivity of the organization.
•
Requests
•
Solutions
•
Inventory
•
Purchase
•
Contract
The request module functions as the Help Desk where requests are fetched and
necessary solutions provided by assigning technicians to resolve issues reported.
When you log in to ManageEngine ServiceDesk Plus, the application displays the
ServiceDesk Plus home page that contains information on pending requests, overdue
requests, requests assigned to the user who has logged in, individual user's task list, and
depending on the user login, the other dash board views such as Contract and Purchase
Order summary also may be displayed.
Requests: Clicking on the Requests tab on the header pane takes you to the request
module. This serves as the IT help desk module where the IT requests from individual
users are fetched, tracked, technicians are assigned, and a solution is provided.
Solutions: This module serves as a knowledge base for your IT help desk team as well
as your users. Users can search this for solutions for issues and solve them themselves.
Also when technicians resolve issues, they can directly convert these resolutions as
knowledge base articles. To view the solutions, click the Solutions tab in the header
pane.
Inventory: Clicking on the Inventory tab on the header pane opens the inventory
module. This enables you to track and maintain the IT inventory, such as computer
systems, mouse, keyboards, printers, scanners, and so on. It also enables you to view if
the assets are associated to a particular workstation and user or if they are free to be
allocated with a new user or workstation. Also, you can keep track of the software
resources associated to each workstation and thus plan accordingly for the licenses that
need to be purchased or surrendered.
Purchase: Here you can create new purchase orders and track them till the order has
been delivered. The same details can also be maintained for future reference. Clicking
the Purchase tab takes you to the Purchase module.
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
Contract: This module holds the details regarding the maintenance contracts between
your organization and the vendor(s) from whom the assets of your organization have
been purchased. Clicking the Contracts tab in the header pane takes you to the contract
module.
In addition to these, ServiceDesk Plus has GUI-rich reports for requests and inventory
modules. There are predefined sets of reports that help you evaluate the efficiency and
productivity of your IT help desk team, the load of requests handled by the team, the
inventory distribution, and many more. Also, the ServiceDesk administrator can
configure various helpdesk, asset, and enterprise-related settings, such as the working
hours of the organization, service-level agreements, user roles, departments and many
more.
Based on the permissions provided by the ServiceDesk Plus administrator to each of the
users of the application, you will be able to access the above modules. If you do not
have the access permission, contact your ServiceDesk Plus administrator.
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
System Requirements
Hardware
CPU
RAM
Disk Space
Display
Pentium III 800 MHz or above
512 MB or above
200 MB
High Color
Operating System
•
Windows 2000 + SP4
•
Windows 2000 / 2003 Server
•
Windows XP Professional
•
Red Hat Linux 7.2 and above
•
Linux Debian 3.0
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
Installation and Getting Started
•
In Windows
•
In Linux
In Windows
Follow the steps given below to install and set up the ManageEngine ServiceDesk Plus
application:
1. Download the ServiceDesk_Plus_Windows.exe file.
2. Click the exe file to start the installation. The ServiceDesk Plus installation wizard
appears. Follow the instructions given in the wizard to successfully set up
ServiceDesk Plus.
3. On accepting the license agreement, the installation wizard provides you with an
option to choose between Trial Edition and Free Edition of the ServiceDesk Plus
application. Free Edition never expires but is restricted to a single technician login
and 25 nodes (workstation) discovery. The Trial Edition is valid only for 30 days
and provides two technician login. There are no other restrictions.
4. The next step is choosing the installation directory. By default, the application is
installed in C:\AdventNet\ME\ServiceDesk directory. If you want to change the
installation directory, then, click the Browse button beside the directory path.
Note: The installation directory or its parent directories must not
have any space character in its name.
5. From the file chooser window, choose the directory of your choice and click Next.
6. Provide a name that needs to appear in the Programs folder. By default, it is
ManageEngine ServiceDesk Plus 5.
7. Click Next.
8. Enter the port number that has to be used to run the web server. The default port
number provided is 8080. If you already have any application running in that
port, then enter the number of the port that is free and can be used by the web
server to run the ServiceDesk Plus application server and click Next.
9. The Registration for Technical Support form is displayed. This is an optional
form and this enables you to register for technical assistance. By registering, it
helps the technical support team to be better informed about your organization
and its specific needs and hence provide a more focused support. Enter the
details such as Name, contact E-mail ID, Phone Number (helps in making calls
for immediate support), Company Name, and Country.
10. Click Next.
11. The details that you have provided till now will be displayed as below for your
confirmation:
Installation Directory : C:\AdventNet\ME\ServiceDesk
Folder Name : ManageEngine ServiceDesk Plus 5
WebServer Port : 8080
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
If the displayed information is correct, then click the Next button, or else click
the Back button and make the necessary changes and proceed with the
installation.
12. After you confirm the above details, the application is installed. On successful
installation, the following screen is displayed.
When you choose to start the ServiceDesk Service, the ServiceDesk Server is
started automatically and the client window opens. If you do not wish to view the
readme file or start ServiceDesk as a windows service, de-select the options
provided.
13. Click Finish to complete the installation.
If you had followed the instructions in the wizard and installed the application with the
default settings suggested by the wizard, the ManageEngine ServiceDesk Plus
program group is created in the Start menu. Also, the ServiceDesk server will be started
and the client window opens with the login page. Enter the user name and password to
log in to the application.
To manually start the ServiceDesk Plus application
1. Click Start -> Programs -> ManageEngine ServiceDesk Plus 5 ->
ServiceDesk Server to start the web server. This takes approximately 2 minutes
in a Windows XP, 512 MB RAM, and 1.0 GHZ processor. Generally, the server is
started and the web client is also launched in the default browser.
2. If the web client is not launched automatically, then click Start -> Programs ->
ManageEngine ServiceDesk Plus 5 -> ServiceDesk Web Client to start the
web client. The application opens the login page in your default web browser.
3. Enter your user name "administrator" and password "administrator" to log in to
ServiceDesk Plus. As soon as you log in the configuration wizard home page is
displayed. Follow the instructions provided in the wizard and click the Next
button.
To configure your application settings, refer to the Configurations section.
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
To shut down the ServiceDesk Plus application
1. Click Start -> Programs -> ManageEngine ServiceDesk Plus 5 ->
Shutdown ServiceDesk. A confirmation message is displayed.
2. Click OK to proceed with the shut down.
Alternatively, you can also right-click on the system tray icon
and choose Shut down
Server. A confirmation message is displayed; click OK to shut down ServiceDesk Plus.
To reinitialize the server
1. Go to <ServiceDesk>\bin directory.
2. Execute reinitializeDB.bat to reinitialize the server. Please note that all the
data in the server will be lost when you reinitialize.
In Linux
Follow the steps given below to install and setup the ManageEngine ServiceDesk Plus
application:
1. Download the ServiceDesk_Plus_Linux.bin file.
2. Execute the .bin as given below, at your command prompt:
./ServiceDesk_Plus_Linux.bin
Note: You need to have execute permissions for executing the .bin
type files.
3. The following screen of the installation wizard is opened and the you will be
guided through the installation process.
4. Click Next and follow the steps given in the installation wizard.
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
5. The second screen displays the License Agreement. You need to accept the
license agreement to proceed with the installation. So select the radio button
accepting the license agreement and click Next.
6. On accepting the license agreement, the installation wizard provides you with an
option to choose between Trial Edition and Free Edition of the ServiceDesk Plus
application. Free Edition never expires but is restricted to a single technician login
and 25 nodes (workstation) discovery. The Trial Edition is valid only for 30 days
and provides two technician login. There are no other restrictions. Choose the
appropriate edition for your need and click Next.
7. The next step is choosing the installation directory. By default, the application is
installed in home/<user>/AdventNet/ME/ServiceDesk directory. If you want to
change the installation directory, then, click the Browse button beside the
directory path.
8. From the file chooser window, choose the directory of your choice and click Next.
9. Enter the port number that has to be used to run the web server. The default port
number provided is 8080. If you already have any application running in that
port, then enter the number of the port that is free and can be used by the web
server to run the ServiceDesk Plus application server and click Next.
Note: If you wish to provide a port number lesser than 1024 as the
web server port, then you need to be the super-user of the system
to successfully install and run ServiceDesk Plus application.
10. The Registration for Technical Support form is displayed. This is an optional
form and this enables you to register for technical assistance. By registering, it
helps the technical support team to be better informed about your organization
and its specific needs and hence provide a more focused support. Enter the
details such as Name, contact E-mail ID, Phone Number (helps in making calls
for immediate support), Company Name, and Country.
11. Click Next.
12. The details that you have provided till now will be displayed as below for your
confirmation:
Details of Installation
Installation Directory: home/<user>/AdventNet/ME/ServiceDesk
Product Size
: 62.8 MB.
If the displayed information is correct, then click the Next button, or else click
the Back button and make the necessary changes and proceed with the
installation.
13. After you confirm the above details, the application is installed. On successful
installation, the following screen is displayed.
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
If you do not wish to view the Readme file, de-select the check box.
14. Click Finish to complete the installation.
To manually start the ServiceDesk Plus application
1. Go to the <ServiceDesk Plus>/bin directory and execute the run.sh file as given
below:
$ sh run.sh
2. To start the web client, open a web browser and type the following in the address
field:
http://localhost:8080
Here, you need to replace the localhost with the corresponding server name
where the ServiceDesk Plus web server is running and the port number 8080
should be replaced with the actual port where the server is running. The
application opens the login page in your default web browser.
3. Enter your user name "administrator" and password "administrator" to log in to
ServiceDesk Plus. As soon as you login the configuration wizard home page is
displayed. Follow the instructions provided in the wizard and click the Next
button.
To configure your application settings, refer to the Configurations section.
To shutdown the ServiceDesk Plus application, execute shutdown.sh file from the bin
directory as below:
sh shutdown.sh -S
To reinitialize the server
1. Go to <ServiceDesk Plus>/bin directory.
2. Execute reinitializeDB.sh to reinitialize the server. Please note that all the
data in the server will be lost when you reinitialize.
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
Uninstalling ServiceDesk Plus
•
In Windows
•
In Linux
In Windows
To uninstall ServiceDesk Plus from Windows
1. Click Start -> Programs -> ManageEngine ServiceDesk Plus 5 -> Uninstall
ServiceDesk.
In Linux
To uninstall ServiceDesk Plus from Linux
1. Go to <ServiceDesk>/_uninst directory.
2. Execute uninstaller.bin as below:
$ ./uninstaller.bin
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
Registering ServiceDesk Plus
Once your trial evaluation period is over, you need to register the ServiceDesk Plus
application. To purchase the application, please contact [email protected] They will
send you the registered license file. Using this license file, you can register the
ServiceDesk Plus application.
To register ServiceDesk Plus
1. Log in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the License link available at the right top of the application. The License
window is opened.
3. Click the Browse button to locate the license file sent to you when you
purchased the application.
4. From the file chooser window, select the license file and click Open.
5. Click Upgrade.
The registration of the ServiceDesk Plus application is complete. You can continue using
the application.
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
Contacting AdventNet
•
AdventNet Headquarters
•
Sales
•
Technical Support
AdventNet Headquarters
Web site
AdventNet Headquarters
AdventNet Development Center
www.adventnet.com
AdventNet, Inc.
5645 Gibraltar Drive
Pleasanton, CA 94588 USA
Phone: +1-925-924-9500
Fax : +1-925-924-9600
E-mail: [email protected]
AdventNet Development Centre (I)
Private Limited
11 Sarathy Nagar,
Vijayanagar,
Velachery, Chennai 600 042 INDIA
Phone: +91-44-22431115 (10 lines)
Fax: +91-44-22435327
E-mail: [email protected]
Sales
For purchasing ManageEngine ServiceDesk Plus from any part of the world, fill out the
Sales Request Form. A sales person will contact you shortly. You can also send us e-mail
at [email protected]
You can also call the AdventNet headquarters at the following numbers:
Phone: +1-925-924-9500
Fax: +1-925-924-9600 and request for Sales
Technical Support
One of the value propositions of AdventNet to its customers is excellent support. During
the evaluation phase, the support program is extended to users free of charge.
For support, please mail to [email protected]
Alternatively, you can submit your feedback from the ServiceDesk Plus product by
clicking the Feedback link at the top right corner just above the header tabs after
logging in to the application. Your feedback will be sent to the ServiceDesk Plus Support
Team and they will get in touch with you. Do not forget to provide your e-mail ID or your
contact information for the team to get in touch with you.
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
Release Notes
•
Release Highlights
•
New Features
•
Feature Enhancements
•
Bug Fixes
Release Highlights
Business Rules Wizard: Enables you to define business rules to perform specific
actions on a request or a group of requests
Request Queues: This helps you classify requests belonging to specific categories to be
grouped under a queue till it is picked up or assigned to a technician.
SMTP Authentication: SMTP Authentication has been provided for outgoing mails that
are sent from ServiceDesk Plus.
Custom Reports: This release gives you the option to generate reports to suit your
needs if the out-of-the-box reports provided do not do that job.
Billing Requests: Provision has been given to enter the actual time spent on the
request and thus calculate the cost per request. The technician's cost details would be
available along with the technician information.
OU support in Active Directory: Organizational unit based import of requesters and
scanning of workstations has been provided in this release. This allows you to scan only
a part of the network that you wish to scan or import part of the requester group alone,
instead of importing the entire Active Directory.
Announcement Boards: Enterprise wide announcements and announcements to the
technician group alone has been made available.
Partial Receipt of PO Items: Now, you can receive only a part of the items that have
been ordered in a PO and receive the rest later by continuing to track the status of the
items that are yet to arrive.
PO Approval Process: The PO approval process has been included. Once the PO is
generated, it will wait for approval before you can send the vendor the details of the PO
and start receiving items.
Tracking Leased Assets: You can now track assets that are leased out and maintain
the return date. If the asset is not returned by the specified time line, then necessary
action can be taken to retrieve it back.
New Features
•
Ability to access knowledge base without having to login to the application.
•
Edit purchase order.
•
Pick Lists and Multiple line text fields for User Defined Fields.
•
Importing your organization logo or your own custom defined image which will be
used in the Purchase order.
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
•
Edit / Delete technicians (including administrator). This is dependent on the
access privileges. Only an admin user (a technician with administrator access)
can delete other technicians or administrator.
•
Add cost for the technician while adding / editing the technician information.
•
Change a requester to technician with just a click of a link in the requester
details.
•
Customize ServiceDesk Plus by replacing the logo of your choice in the login
screen and in the header that you see as soon as you login to the application.
•
Auto shutdown of ServiceDesk Plus server by periodically checking the license
and also display license expiry information on the administrator login home.
•
Introducing the Global View in the admin home dashboard that provides the
administrator with a birds eye view of the status of activities that are tracked
using the application.
•
Ability to add additional new request status and group it either under open state
or closed state of request.
•
Option to view all the requests that have been raised by a single requester
directly from the request details view.
•
Scheduling of periodic scans on a daily, weekly, monthly, or custom basis.
•
Time spent on requests reports.
Feature Enhancements
•
The Status report shown in the Global View will have links for navigating to the
requests.
•
Ability to authenticate using the local login even when Active Directory
Authentication is enabled.
•
My Tasks view of the requesters is now customizable by the help desk
administrator.
•
The admin login name and password has been changed to administrator from the
previous one (admin).
•
Customization of the e-mail and SMS templates for individual notifications.
•
Support to add multiple level sub-categories.
•
Auto refresh of the request list view.
•
Merging requests now provides you the option to choose the request to which you
wish to merge from the complete list of requests based on your need.
•
Support to edit / delete attachments for an already existing request.
•
Support to add purchase terms to the Purchase Order (PO).
•
Bulk delete of requesters.
Bug Fixes Over 4.1
•
Organizational Units listed only for the root domain and not the current domain.
This issue has been fixed.
•
The sub-categories are not shown in alphabetical order. This has been fixed.
•
Attachments in requests do not open properly in IE, when trying to open directly.
This has been fixed.
•
SMS to a technician is send as rich text. Instead it should be plain text. This has
been enabled.
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AdventNet ManageEngine ServiceDesk Plus – Admin Guide
•
When queue is assigned via business rule, "added in queue" notification is not
being sent. This issue has been fixed.
•
Date format on license reminder was showing 1970 in some languages. This has
been fixed using locale.
•
Problem in number format of dot and comma separator in technician details entry
has been fixed.
•
Deleting a vendor details, doesn't delete the organization details from the
corresponding table. This has been fixed.
•
BackUp and restore of non-ascii characters result in the ??? being displayed. This
has been fixed.
•
In rare cases, the requests were not getting threaded to the parent request. This
issue has been fixed.
•
The fetching of incorrect mail IDs in the PO approval process has been fixed.
•
Customized images should be replaced to servicedesk home. This has been done.
•
The problem in the Request Closed by Date by Technician has been fixed.
•
The date/time additional field now supports time entry also.
•
Email the Requester option has been disabled in the requester login.
•
Javascript error that pops up in Internet Explorer while trying to invoke windows
domain scan. This has been fixed
•
Problem of requester details not getting fetched from Active Directory while
importing from Active Directory has been fixed.
•
The re-scanning of workstations was not updating already scanned workstations
for any changes. This has been fixed.
•
In the Asset reports, the matrix reports were displaying only a maximum of ten
columns even if there were more items than that. This issue has been fixed.
•
When the CC field in the Email the requester form was manually edited, the
manually added recepient did not receive the mail. This issue has been fixed.
•
$ changed in Purchase Default Values was not getting reflected in the New Asset
form. This has been fixed.
•
Mouse hover for requests containing quote " makes the request list view dealigned. This issue has been fixed.
•
HTML requests were creating alignment issues in the list view, which has been
fixed.
•
The presence of \' created issue while editing the requester information. This has
been fixed.
•
The pie/bar chart in the purchase reports were not showing the correct values.
This has been fixed.
•
When restoring data, the request formatting were lost. This issue has been fixed.
•
The issue of SLA violations not being properly escalated has been fixed.
•
SLAs with multiple criteria does not set the due by time of requests properly. This
has been fixed.
•
Synchronizing ServiceDesk Plus with Active Directory cleared the SMS mail id field
of technician. This has been fixed.
•
Expiry date field set while adding or updating asset does not take effect. This
issue has been fixed.
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•
Issue of request history not being added when request is closed has been fixed.
•
When a requester is deleted the ownership for asset and workstation was
retained. Now the assets and workstations assigned to a removed requester will
become unassigned.
•
In certain request, the task options for requests was not shown. This issue is
fixed.
•
CPU usage shot to 100 % when Requests view was clicked. This has been fixed.
•
During workstation scanning, some software were identified to be installed
multiple times. Due to this when a software asset is associated to a workstation,
more than one asset instance would be associated to the workstation. This has
been fixed.
•
In certain cases, though reply has been sent to requester, reply icon was not
shown in request list view. This issue has been fixed.
•
When a reply is sent to requester from a thread, the content of the parent
request was being sent instead of the content of the latest child. Now this is fixed
to include the content of the latest threaded request.
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Request
ManageEngine ServiceDesk Plus request module helps you better manage the services
provided by your IT services team. The requests module can be used to track
outstanding and overdue requests that need immediate attention and thus improves the
response time and resolution time of your IT services team. Apart from this, ServiceDesk
Plus allows you to add relevant notes pertaining to the request that is being handled.
This note can contain any information such as the exact scenario of the request or how
the issue was resolved. Also every action performed on the request in the ServiceDesk
Plus application is stored in the Request History.
Clicking the Requests tab on the header pane takes you to the request module. Here
the term request denotes any service that is requested by a user from the internal IT
services team. The requests can be submitted to the system via mail or a web-based
form. Sometimes, the requests can also be placed through a phone call during which,
the help desk agent has to record the details of the phone call in the web-based form
and assign priority and technician based on the urgency of the request. The various
actions that one can perform in the request module are explained in the respective
sections.
To ease the process of tracking the requests posted by individual requesters, a Self
Service Portal has been provided. This can be used by the individual requesters to
track the status of their requests and to look up solutions from the online knowledge
base. To access this self-service portal, the requesters need to log in to the ServiceDesk
Plus application using their respective user name and password. For more details on selfservice portal, refer to Self Service Portal topic.
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Creating a New Request
When system users need a service from the system administration team relating to the
assets or any other service such as software installation and so on, they can send a
request to the team. There are different modes of placing a request to the system
administration team, such as web-based form, e-mail notification, and phone call.
ServiceDesk Plus provides options to log details of a request originating in any of the
above-mentioned forms.
To create a new request using the web-based form
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the New Request link available just below the tabs in the header pane or
click the New Request button in the Request index page.
Quick Create
You can create a request quickly using the Quick Create - New Request form. This
form is available in the ServiceDesk Plus home page and in requests list page. Enter the
Requester Name, Request Title, and Description in this form and click Save. You
select the requester name by clicking the user look up button beside the name field. If
you feel you want to add more details before submitting, then you can do so by clicking
the Add more Details link beside the Save button.
The Quick Create - New Request form comes in handy when help desk agent is loaded
with work. He/she just has to enter the requester name, request title, and description.
The other details can be filled in by the technician who handles the request.
Providing Request Details
In the new request form, the first block - Request details has information regarding the
request, such as status of the request, mode of request submission, request level. All
these are drop-down boxes containing predefined values that can be added from the
Admin module.
While submitting a new request, the default entry of the Status of the request will be
Open. Depending on the form of request submission (phone call/e-mail/form), you can
select the Mode.
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For example, if a user calls the ServiceDesk Plus agent to report an issue and place a
request, the ServiceDesk Plus agent selects the mode as Phone Call and then record
the other details of the request.
Based on the request content, the Level of the request also can be assigned. If unsure
the default entry can be left as is.
Assigning Request to Queue / Technician
You need to provide the owner for the request. You can either assign to request to a
specific queue or a technician. Under the Owner Details block, from the Assign to list
box, select Queue to assign the request to a queue or Technician if you want to
directly assign it to a technician. The owner list box will now display values depending on
the choice you made.
For example, if you have chosen Queue, then the owner list box will be renamed to
Queue and will list the queues that are available, from which you can choose the queue
of your choice. Only an IT help desk team member will be able to assign a queue or
technician to the request. Others can create a request, but cannot assign a technician or
queue to the request.
Additional Request Details
You can define your own organization-specific fields that do not appear in the New
Request form, from the Admin module. The fields defined there will be available in this
block of the form. Depending on the fields, enter the required values for the fields. To
know more about how to add user-defined fields in the new request form, refer to the
Configuring Additional Fields section in the request form under the Helpdesk
configurations.
Selecting the Requester
You can select the requester from the list of users using the ServiceDesk Plus
application.
1. In the Requester Details block of the New Request form, beside the name
field, click the requester lookup button ( ). The Search Requester window
pops up.
2. From the above list of requesters, click the hyper-linked requester Name to
choose the requester.
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3. If the requester list is huge, then you can choose to view only a select group of
requesters by clicking the alphabets at the top, or by entering a search string and
clicking Go. Now choose the requester name. The name of the requester is
displayed in the Name field in the Requester Details block. If there are any
other details associated with the requester, such as Contact Number,
Department, and Workstation, then the relevant details will be populated in
the respective fields.
4. If there are more than one workstation associated with the selected requester,
choose the relevant workstation from the drop-down box.
Classifying Request Category
Under the Task Details Block, there is a Category drop-down box. This lists the various
categories under which a request can be classified. You can select the relevant category
under which your request can be classified. Alternatively, if the list of categories are too
lengthy, then you can click the choose category icon available beside the category list
box. For more details on category, refer to Configuring Request Category under the
Helpdesk Configurations section.
Prioritizing Request
In the Task Details block, you is a Priority drop-down box. This lists the various
priority levels that can be assigned to a request. You can choose the relevant priority
level for your request from the list displayed. For more details on priority, refer to
Configuring Request Priority under the Helpdesk Configurations section.
Describe Request
Once you have assigned the category and priority for the request, you need to describe
the request in detail. The detailed request has two components to it, namely Title and
Description. In the Title field, provide a relevant title to the request that will exactly
summarize your request content. Then, provide a detailed description with any other
associated details relevant to the request in the Description text box.
Add Attachments to the Request
1. In the Task Details block, below the Description text box, click the Attach a file
button beside the Attachments field. This opens an Add/Remove Attachment
pop-up window.
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2. Click the Browse button and select the file to be attached from the file chooser
window and click the Open button.
3. Click the Attach button. The selected file will be listed below the Attached Files
heading. If you have more files to choose, follow steps 2 and 3 repeatedly till you
have attached all the relevant files. Please ensure that the total size of the
attachments does not exceed 3 MB.
4. Click Done. The selected files are attached to the request.
Once you have done all the above, click the Add request button. The request gets
added to the list of requests and can be viewed from the request list view which can be
invoked by clicking the Request tab in the header pane.
Modes of Creating a Request
You can create a new request in one of the following methods:
1. E-mail the request to the help desk team. This e-mail will be automatically
converted to a new request in the ServiceDesk Plus application.
2. Call up the help desk agent and report an issue or explain the nature of your
request. The help desk agent will manually feed in the details into the application
through the web-based New Request form available in the Request module.
3. Log in to the ServiceDesk Plus application using your own user name and
password and fill in the New Request form or Quick Create - New Request
yourself and submit your request.
There can be other modes of requests also by which requests can get created. For more
information on how to add additional modes, refer to Configuring Mode section.
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Viewing a Request
To view a request available in the ServiceDesk Plus Request module
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Requests tab in the header pane. The next page lists all the requests
available in the ServiceDesk Plus application in the Open status. Unassigned and
assigned requests that have not yet been viewed by the corresponding technician
even once will be in bold text, while the viewed requests will be in regular font.
3. Click on the Title of the request that you want to view. This opens the View
Request page that contains tabs: Request, Resolution, and History.
In the Request tab, the data is grouped in a logical manner. The request header
contains the request ID, category, level, status, and priority. If the request is still a part
of a queue and is yet to be assigned to a technician, then the queue details will also be
displayed in the header. The request summary, description, name of the requester who
raised the request, attachments, and the due date of the request are displayed in the
next block. To view the attachments to the request, click the file.
Next is the Conversations block, which displays the mail transactions / threads that
have been exchanged between the technician and the requester, related to the request.
The conversations are listed in the ascending order of the time. The conversation block is
visible only if there have been any mail transactions between the requester and the
technician.
In the Request Details block, details such as mode of the request, technician attending
to the request, created date, and due date are displayed. Once the request has been
responded and closed, this block will also have the responded time, closed time, and
Total Time spent details.
Viewing Request by Requester
In the Requester Details block, details of the requester such as name, workstation
which has the issue, e-mail ID, contact number, and location are displayed. Also, there is
a button View Requests by <Requester Name>. Click this button to view all the
requests raised by this requester, which will be listed in a separate pop-up window. To
view the individual request details, click the title to open the request in the pop-up
window itself.
The discussion notes are listed in the descending order of their date of creation just
below the Requester Details block.
Cost of a Request
Finally, you can enter the time spent details for the request.
1. Click Add Time Entry button. The Add Time Entry dialog pops up.
2. Select the technician name from the Technician Resolving This Request list
box. If you have already entered the per hour cost of the technician while
creating the technician details, then that will be fetched and the total time spent
on the request will be taken. If you wish to change these values, you can do so
manually.
3. Enter the time taken to resolve the request in terms of hours and minutes.
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4. The Technician Cost per hour will be fetched from the technician details, which
is a non-editable field.
5. Using the above two data, the Technician Charge is calculated as Time Taken To
Resolve X Technician's Cost per hour.
6. If you wish you can enter a description for this time spent entry.
7. Click Save.
The Created Date field displays the time when the request was created. Based on the
priority of the request and SLA that is associated with the
requester/workstation/department, the Due By Date is calculated. If you have
responded to the requester then you will see the Responded Date displayed just below
the Priority field in the Request Details block. When you add any notes to the request,
it gets appended below the Task Details block. The Time Spent on the request will also
be calculated and displayed. The total time spent will exclude the time that the request
was on hold and then calculate the total time from the time of creation till the request
was closed.
If any notes are added to the request, they will be available below the description of the
request. The notes are displayed in the descending order, with the latest added note
displayed first and the rest below that. The notes can usually be added to convey any
technical information related to the request or to convey the request status.
If there are any additional user-defined fields that have been added to the new request
form, they are grouped under the Additional Request Details head and displayed just
below the Request Details block.
Changing Technician
In the view request page, you can change the technician handling the request.
1. Click the Change link beside the technician name.
2. The Assign Technician window opens with the list of technicians available.
Select the technician you want to reassign the request. You can also select
NONE. This will unassign the request.
3. Click Assign. The Assign Technician window closes and the view request page
refreshes to reflect the change in the details.
The unassigned request will be displayed in bold font.
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Viewing Resolution
To view the resolution for the request in the view request page
1. Click the Resolution tab.
2. If there are no resolutions for the request, then a message No Resolution
Available is displayed. To search for resolutions from the solutions database,
click the Look up for resolution from solutions database link.
3. The resolution is a documented information of how the issue was resolved. This
documented information can be very useful for future reference. This resolution
can also be added to the knowledge base as an article which can be searched by
requesters for resolving issues faced by them.
Viewing History
To view the request history from the time of its creation, click the History tab in the
view request page. The details that are displayed in the history are in the ascending
order with the earliest performed action shown at the top of the page and the latest
action at the bottom of the page.
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Request Conversations
ServiceDesk Plus displays the mail transactions happening between the technician
handling a request and the requester, as conversations. The conversations are listed one
below the other in the ascending order of the time when the notification (response) was
sent (received). You can choose to Show all or Hide all conversations.
To view all the conversation details, click the Expand all link in the top right corner of
this block. If the conversations / threads are in the expanded view, then the Expand all
link is replaced with the Collapse all link. Clicking this will collapse all the conversations.
Split As New Request
You can choose to split any of the conversations into a new request.
To split the conversation as a new request
1. Expand the conversations by clicking on the Expand all link or by clicking the >
button on the left of the row which you wish to expand.
2. Click Split as New request button at the right bottom of that conversation.
This splits the conversation into a new request.
Delete Conversation
You can delete a specific conversation. To delete a conversation
1. Expand the conversations by clicking on the Expand all link or by clicking the >
button on the left of the row which you wish to expand.
2. Click Delete button at the right bottom of that conversation. A confirmation popup opens.
3. Click OK in the confirmation pop-up to delete the thread/conversation.
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Editing a Request
To edit a request available in the ServiceDesk Plus Request module
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Request tab in the header pane. This opens the Requests list.
3. Click the Title of the request which you want to edit.
4. The View Request page lists the Tasks that can be performed on the request.
Here click the Edit Request link. This opens the request in an editable format.
Alternatively, in the Requests list view itself, click the edit icon
request that you edit.
in the row of the
Modifying the Request Details
In the editable request form you can change the request details, such as level of the
request, mode of the request, and status of the request. If the submitted request has
been attended to and completed in all aspects then you can close the request while
editing the request itself by changing the status from Open to Closed, or you can move
the request to On Hold status if you are waiting for some information before continuing
to solve the issue reported. When you are ready to restart work on this request, click
Start Timer link in the tasks block on the right side, or edit the request and change the
status to Open or Closed as per your need. When you click the Start Timer link, a popup window opens requesting you to enter the reason for starting the timer again. Type
the relevant reason and click Add. This reason gets appended to the request history.
Moving the request on hold helps in the calculating the exact time taken to solve the
request excluding the idle time when the request remained open, which is very essential
in calculating the cost per technician time.
Modifying Owner Details
You can modify the owner details of the request. If the request is assigned to the queue,
then you can assign it to a technician or change the queue to which it has been assigned
to. You can also edit the Created Date and Due by Date of the request. If the request
has been closed, then the completed date will be displayed beside this due by date,
which is not editable. If the request has been responded, then the Responded Date is
displayed beside the Created Date. This field is also not editable.
Modifying Additional Request Details
If the new request form had any custom fields, then you will be able to edit the values
specified in these fields under the Additional Request Details block.
Changing the Workstation
While submitting the request, if the requester had by mistake associated a wrong
workstation for the request, then the technician or the Help Desk agent can modify the
same by choosing the right workstation from the drop-down list. You can choose the
workstations that need to appear in this list in the request form default configurations .
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Modifying the Request Category and Priority
In the Task Details block of the edit request form, you can change the category and
priority of the request if the same was not appropriately chosen at the time of submitting
the request. To change the category, you can either choose from the drop down list or
click the category icon
beside the category field.
Modifying the Request Description
You can modify the title and description of the request to completely capture the actual
nature of the task at hand.
Once you have done all these modifications, click the Update Request button to save
the changes made to the request. At any time during modification, if you feel that the
modifications performed are erroneous, then instead of clicking on the Update Request
button, click the Reset button. This clears all the modifications and displays the request
with the original details. Clicking the Back button takes you back to the previous page
which you were visiting before you came to the Edit Request page.
In the editable mode, only the above-mentioned fields can be modified in the request
form.
Appending Attachments
If you wish to attach more files to the request, you can do it. Click the Attach a File
button and attach as many files as you wish and click Done. You can also delete the
attachments that were already available in the request by clicking the delete
icon available beside the attachment.
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Assigning a Technician for the Request
Each request will be owned by a technician, who would be responsible for handling the
request till it is closed.
To assign a technician
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Request tab in the header pane. This opens the Requests list.
3. Click the Title of the request for which you have to assign a technician.
4. The View Request page lists the Tasks that can be performed on the requests.
Here click the Assign Technician link. Alternatively, you can also click the
Change hyperlink available beside the Not Assigned text in Technician field of
the Request. This opens Select Technician pop-up window, with a text box
listing all the technicians in the IT help desk team as shown below.
5. Now select the technician and click Assign. You can see that the selected
technician has been assigned to handle the request and when the technician logs
into ServiceDesk Plus, he/she would see this request in the My Open Requests
list. If you do not wish to assign the technician then you can just close the pop-up
by clicking Cancel.
You can also assign more than one request at a time to a technician.
To bulk assign requests to technicians
1. In the Requests list page, select the check box available in the row of the
requests that you wish to assign a technician.
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2. Now, from the Assign to drop-down list of technicians, select the technician to
whom you want to assign the requests.
3. Click Assign.
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Unassigning a Technician from a Request
Each request will be owned by a technician, who would be responsible for handling the
request till it is closed. You can unassign a request from the request and move it back to
unassigned status.
To unassign a technician
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Request tab in the header pane. This opens the Requests list.
3. Click the Title of the request for which you have to unassign a technician.
4. The View Request page lists the Tasks that can be performed on the requests.
Here click the Assign Technician link. Alternatively, you can also click the
Change hyperlink available beside the technician name in Technician field of the
request. This opens Select Technician pop-up window, with a text box listing all
the technicians in the IT help desk team as shown below.
5. Now select the NONE and click Assign. The request will be unassigned. If you do
not wish to unassign the technician then you can just close the pop-up by clicking
Cancel.
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Picking up Requests
ManageEngine ServiceDesk Plus provides the option of self-pick up of requests that are
received in the requests module. If there are unassigned requests in the application,
then the technicians can themselves pick up requests. This increases the efficiency in the
turnaround time of the IT help desk team as the requests are assigned and answered
sooner and waiting time of the request till it is assigned is reduced.
To pick up requests
1. Log in to ServiceDesk Plus application using your user name and password.
2. Click the Requests tab in the header pane. The unassigned requests will be in
bold font.
3. Select the check boxes against the row of the request which you wish to pick up
for yourself and click the Pick up button. The selected request are assigned to
you.
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Viewing Requester Details
When attending to a request, you may want to contact the requester to get additional
information. To view the requester's contact details
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Request tab in the header pane.
3. Click the Title of a request.
4. The View Request page opens. In the Requester Details block, click the
Requester Name link. View Requester Details pops up where you can view
details, such as name, designation, employee ID, department to which the
requester belongs, e-mail ID, and phone and mobile numbers. Alternatively, you
can also click the View Requester Details link available in the tasks block on
the right side.
5. Once you have finished viewing the details, click the Close link available at the
top right corner of the pop-up.
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Copying a Request
When a single request has multiple issues in it that requires more than a single
technician to handle them, then the request can be duplicated and each of the duplicated
requests can have only one issue. This makes it easier for the technician to take
ownership and complete the task independently.
To make multiple copies of the request
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Request tab in the header pane.
3. Click the Title of the request that you want to duplicate.
4. In the View Request page, on the right-side Tasks block, under the Actions,
click the Copy this Request link. A Copy Request pop-up window opens,
requesting you to give the number of copies.
5. Enter the number of copies in the text field provided beside the Number of
Copies label. The maximum value you can enter is 9. If you need more than 9
copies of the request, then you need to invoke Copy Request again.
6. Click Copy to make the copies of the request. The new copies of the request will
be assigned new request ID that will uniquely identify them. The rest of the
information is retained as is.
Once you have created the copies of the request, you can edit the same to contain only
the necessary information and assign appropriate technicians. You can modify the
request copies by editing the copy of the request. To know how to edit a request, refer
to the section Editing a Request.
While copying the request, the Notes added to the original request (if any) will not be
present in the duplicated requests. Also, the Created Date and Due by Date will be
different from that of the original request.
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Merging a Request
When two or more requests are related to each other and are from the same requester,
and can be handled by the same technician, you can merge these requests as one and
assign a single technician for that request.
To merge one or more requests
1. Login to the ServiceDesk Plus application with the user name and password of the
administrator or technician.
2. Click the Title of the request that you wish to merge.
3. Click Merge this Request link available under the Tasks block on the right side.
The Merge this Request form pops up.
4. You can search for specific request by providing a search string in the field
provided above.
5. To confirm if the request that you want to merge is the correct one, you can view
the request by clicking the view icon in the row of the request.
6. Click the request Title to merge the two requests. A confirmation dialog opens.
7. Click OK to merge request. Else click Cancel in both the dialogs to exit the Merge
Request form.
You can split a thread of a request into a new request. For more information on this,
kindly refer to the section Request Conversations.
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Printing the Request
To print a request
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Request tab in the header pane.
3. Click the Title of the request that you want to print.
4. Click the Print Preview link on the right side Tasks block.
5. The print preview of the request is opened in a pop-up window. Click the Print
menu item from the browser File menu.
6. The default printer associated with your workstation is invoked. Set the required
options and click OK. You can collect the printed copy of the request at the
printer that is linked to your workstation.
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Adding Notes
When you would like to add some additional information including technical information
to a particular request based on your observations, you can use Add Notes. You can
also use notes to update the status of the request.
To add a note to a request
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Request tab in the header pane.
3. Click the Title of the request to which you would like to add a note.
4. Click the Add Notes link under the Tasks block. The Add Notes pop-up window
is displayed as below:
5. Enter your content in the text box below the Request ID.
6. If you want the note to be visible to the requester who posted the request, then
select the check box Show this notes to Requester also.
7. If you want to notify the technician about the addition of the note, then select the
check box, E-mail the technician for notes addition.
8. Click the Add Note button. The note is added at the bottom of the request along
with a date and time stamp. The name of the person who added the note is also
displayed.
You can add any number of notes to a request. The added notes will be displayed in the
descending order with recently added note first. You cannot edit or delete the notes that
have been added.
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Start / Stop Request Timer
When the technician is unable to continue work on a particular request and close it, for
reasons, such as lack of necessary information, or waiting for delivery of hardware to fix
the issue, he/she can move the request to on hold status. If this is not done, then the
request will remain in open state idle. This will lead to violation in SLA that governs the
request. Also, it will show that the time taken to close the request was high and will
reflect on the efficiency of the techinician(s) handling the request. To avoid all these,
move a request in the open state to on hold till the time you are ready to resume work
on the same. For more information on the On Hold status refer to the Editing a Request
topic.
Alternatively, you can stop the timer when you are not working on the request.
Stop Timer
To stop the request timer
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Request tab in the header pane.
3. Click the Title of the request in the Requests list page.
4. Click the Stop Timer link under the Tasks block. A pop-up window opens
requesting you for the reason for stopping the timer.
5. Enter the relevant reason to stop timer in the text area provided for the same.
6. Click Add.
The reason gets appended to the request history.
Start Timer
To restart the request timer
1. In the request details page, click Start Timer link under the Tasks block. A popup window opens requesting you for the reason for starting the timer.
2. Enter the relevant reason to stop timer in the text area provided for the same.
3. Click Add.
The reason gets appended to the request history.
Note: You can stop and start timer for requests that are not overdue.
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Closing Requests
When a requester is completely satisfied that his/her request has been completely
attended to and the reported problem has been solved, the request can be closed.
To close a request
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Request tab in the header pane.
3. Click the Title of the request in the Requests list page.
4. Click the Close Request link under the Tasks block. This closes the request.
Alternatively, change the status field to Closed while the request is in editable mode.
You can reopen a request from the closed state. To do this, open the closed request that
you wish to reopen in the editable mode and change the status field from Closed to
Open. When a request is opened from the closed state, you can change the Due By time
of the request when it is in the editable mode. Also, the closed date is removed once the
request is reopened. When this request is finally closed, the completed date is updated
and the Time taken to close is recalculated taking the reopened period into account.
To close more than one request at a time
1. In the Request list page, select the check boxes available beside the Requester
Name field of the requests that you wish to close.
2. Now click the Close button.
To view the closed requests
1. From the Request list page, select Closed Requests from the Filter drop-down
menu. This lists all the closed requests.
2. To view the closed requests which were assigned to you, select My Closed
Requests.
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Adding a Resolution
You can add resolutions for the issues reported in the requests.
To add a new resolution
1. Log in to ServiceDesk Plus using your user name and password.
2. Click the Requests tab in the header pane.
3. Click the request Title for which you want to add the resolution.
4. First check if a resolution already exists for the request or not by clicking the
Resolution tab in the View Request page.
5. If the No Resolution Available message is displayed, then click Enter
Resolution link available in the Tasks block on the right side.
6. The page is refreshed with a text box, where you enter the resolution for the
request.
7. If you want to add the resolution to the solutions also, then click Save and Add
to Solutions, or else click Save.
8. If you click Save and Add to Solutions, then the next page displays a message
saying that the resolution is added and displays a New Solution form. The title
of the solution is automatically filled with the title of the request. The Contents is
filled with the resolution. You can edit both of them.
9. From the Topic drop-down list that contains all the available topics, choose a
relevant parent topic for the solution.
10. Enter relevant keywords for the solution in the Keywords text box. Separate
each keyword by a comma.
11. If needed you can also attach files to the solution.
12. Click Add. This adds the resolution to the list of solutions also.
If you have clicked Save while adding the resolutions and want to add resolution now,
click the Add to Solutions link. Now follow the steps starting from step 8 described
above.
These added resolutions can be used for various purposes. One of them is to add these
resolutions as knowledge base articles which can be used for future reference to solve
the same issue if reported. The resolution of the request also helps other technicians to
know the kind of solution provided to the reported issue. This serves as a documented
proof of the way a reported issues was resolved.
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Searching Solutions
From the request, you can search for solutions that might help you solve the issue
described in the request.
To search for solutions
1. Log in to ServiceDesk Plus using your user name and password.
2. Click the Requests tab in the header pane.
3. Click the request Title for which you need to look up the solution.
4. In the View Request page, click the Resolution tab.
5. Click the link Look up for resolution from solutions database. Alternatively,
you can also click the Search Solutions link in the Tasks block on the right side.
6. In the Search Solutions page, provide a search string in the Search field and
click Search or press Enter. The solutions that match the search string are
displayed.
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E-mail the Requester
Sending a response to the requester is required when a new request is received. Also,
when a technician is ready to close a request, the same can be notified to the requester
so that if the requester has any concerns about the same, he/she can raise. The
technician can then address the same and close the request after the requester is
completely satisfied with the way his/her request has been attended to.
To respond to the requester
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Request tab in the header pane.
3. Click the Title of the request in the requests list page.
4. In the View Request page, click Reply button just below the Request
Description or the Reply the Requester link on the right-side Tasks block,
under Notify. This opens the Mail to the Requester form.
5. Edit the Subject and Description of the e-mail.
6. Click Attach a File button to add files as attachments to the mail
7. Click Send. An e-mail is sent to the requester. If you want to send the same
information to more than one person, then enter the e-mail IDs of those people in
the To or CC field with comma as a separator.
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The responses that have been sent to the requester can be viewed as conversations in
the request details view.
By default, the email editor will be in HTML format. If you do not want the mail in HTML
format, then select the radio button Plain Text. A confirmation dialog will open. Click OK
to continue changing the editor to plain text.
Note: While editing the subject of the e-mail, ensure that the request ID
value remains intact with the # symbols beside it. Else, the threading of
requests may not be proper.
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Forward the Request
To forward a request
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Request tab in the header pane.
3. Click the Title of the request in the requests list page.
4. In the View Request page, click Forward button just below the Request
Description or Forward the Request link on the right-side Tasks block, under
Notify. This opens the Forward Request form.
5. Enter the e-mail ID of the person to whom you wish to forward the request in the
To field. You can also mark a copy of the forward to others. To do this, enter
their e-mail IDs in the CC field.
6. Edit the Subject and Description of the e-mail.
7. Click Attach a File button to add files as attachments to the mail
8. Click Send. An e-mail is sent to all those whose e-mail ID is mentioned in the To
and CC field.
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E-mail the Technician
To e-mail a technician
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Request tab in the header pane.
3. Click the Title of the request from the requests list page.
4. In the View Request page, on the right-side Tasks block, under Notify, click Email the Technician. This opens the Mail to Technician form.
5. Edit the Subject and Description of the e-mail.
6. Click Attach a File button to add files as attachments to the mail
7. Click Send. An e-mail is sent to the technician. To send the information to more
people, enter their e-mail IDs in the To field or CC separated by comma.
A technician can be notified when a new request is assigned or an already existing
request is reassigned to him/her.
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SMS the Technician
ManageEngine ServiceDesk Plus enables you to notify a technician through SMS also.
To send an SMS to a technician
1. Log in to ServiceDesk Plus using your user name and password.
2. Click the Requests tab in the header pane.
3. Click the request Title which is assigned to the technician whom you wish to
notify through an SMS.
4. In the View Request page, on the right side under Notify, click SMS the
Technician. The Mail to Technician window opens with the To address
displayed as <mobile number>@<service provider>.com. You can configure
the service provider details in the admin configurations.
5. You can add your message to this or edit the description to contain only those
information that you wish to send.
6. Click Send. A message is displayed in the window, stating that the SMS is sent.
7. Click Close. This closes the notification window.
The SMS notification is also available under the Notifications tab of the request. You
can view the contents of the notification by clicking the View Details link beside the
notification information.
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Viewing Requests Based on Filters
ManageEngine ServiceDesk Plus allows you to view the list of requests and also set a
time period for auto refreshing the request list view page.
To auto refresh the list view page
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Requests tab in the header pane. In the Requests list page, just below
the header links, top right corner, you will see an editable field, Refresh this
page. By default, the value is set to Never.
3. Click the edit icon
beside the value Never.
4. From the drop down list select the frequency of refreshing the page.
5. Click Set.
You can also apply various filters to this list and view only a specific group of requests
that you would like to view. This filtering helps you focus on just the requests that you
wish to look at.
To view the whole list of requests available in the ServiceDesk Plus application, click the
Request tab in the header pane. This lists all the open requests available in the
ServiceDesk Plus application. You can set the number of requests that you would like to
view in a single page:
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Requests tab in the header pane.
3. In the Requests list page, click the drop-down box (shown in the figure below):
4. From the drop-down list, select the number of records that should be displayed in
a single page.
You can use the following filters to view only a specific group of requests:
1. Open Requests
2. Closed Requests
3. Overdue Requests
4. Requests Due Today
5. Unassigned Requests
6. My Open Requests
7. My Closed Requests
8. My Overdue Requests
9. My Requests Due Today
10. All Requests
In addition to this if you have any requests placed in queues, then you will also have
option to filter the requests based on a specific queue alone. You can also perform a
column sort of the requests.
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Open Requests
When you click the requests tab, this filter is selected by default and lists all the request
that are in the open status.
Closed Requests
To view all the requests that have been attended to and closed
1. Click the Requests tab in the header pane to open the Requests list page.
2. From the Filter drop-down box, select Closed Requests.
Overdue Requests
When a request has not been attended to and closed within the Due By Time that is
displayed in the request, they are moved under Overdue Requests.
To view all the overdue requests
1. Click the Requests tab in the header pane. This opens the Requests list page.
2. From the Filter drop-down box, select Overdue Requests. All the overdue
requests that are yet to be closed will be listed.
Requests Due Today
To view the requests that are due for the current day
1. Click the Requests tab in the header pane. This opens the Requests list page.
2. From the Filter drop-down box, select Requests Due Today. This lists all the
open requests that are due for the current day.
Unassigned Requests
To view the requests that have not been assigned to any technician
1. Click the Requests tab in the header pane. This opens the Requests list page.
2. From the Filter drop-down box, select Unassigned Requests.
These requests will be in bold font.
My Open Requests
To view the requests assigned to you that are in open status
1. Click the Requests tab in the header pane. This opens the Requests list page.
2. From the Filter drop-down box, select My Open Requests.
Alternatively,
1. Log in to ServiceDesk Plus application using your user name and password.
2. In the Home page, click the Open Requests link either within the My Request
Summary block in the dashboard.
My Closed Requests
To view the requests assigned to you that are in closed status
1. Click the Requests tab in the header pane. This opens the Requests list page.
2. From the Filter drop-down box, select My Closed Requests.
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My Overdue Requests
When a request assigned to you has not been attended to and closed within the Due By
Time that is displayed in the request, they are moved under My Overdue Requests.
To view all the overdue requests assigned to you
1. Click the Requests tab in the header pane. This opens the Requests list page.
2. From the Filter drop-down box, select My Overdue Requests.
Alternatively,
1. Log in to ServiceDesk Plus application using your user name and password.
2. In the Home page, in the My Request Summary block of the dashboard, click
the Requests Overdue link.
My Requests Due Today
To view the requests that are due for the current day and assigned to you
1. Log in to ServiceDesk Plus application using your user name and password.
2. In the Home page, click the Requests due today link available inside the My
Requests Summary block.
Alternatively,
1. Click the Requests tab in the header pane. This opens the Requests list page.
2. From the Filter drop-down box, select My Requests Due Today.
All Requests
To view all the requests irrespective of their status
1. Click the Requests tab in the header pane. This opens the Requests list page.
2. From the Filter drop-down box, select All Requests.
Sorting Requests by Column
To sort request by column, click the column header. Clicking it once will sort it in
ascending order. Clicking twice will sort the column in descending order.
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Customizing Request List View
ManageEngine ServiceDesk Plus allows you to customize the request list view to include
columns of your choice.
To customize the list view
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Requests tab in the header pane.
3. Click the column edit icon available at the corner of the request list headers.
This opens the available columns that can be displayed in the list view. All those
that are visible currently, will have the check box beside them selected.
4. To remove a column, remove the selection from the respective check box beside
the column name.
5. To add a column to the list view, select the unchecked select box beside the
column name.
6. To change the column order, click the up and down arrow after selecting the
column that you wish to move.
7. Click Save.
This will add only those columns which you have chosen in the list view.
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Deleting Requests
You may receive lots of mails of which some may not qualify as requests at all and hence
need to be removed from the ServiceDesk Plus application completely. In such cases,
you can delete those individual requests in the view request page or select a group of
requests in the list view page and delete them together.
To delete individual requests
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Request tab in the header pane.
3. Click the Title of the request that you want to delete in the requests list view
page.
4. In the View Request page, on the right-side Tasks block, under the Actions,
click the Delete this Request link. A confirmation dialog pops up.
5. Click OK to proceed deleting. Click Cancel to abort deletion.
To delete more than one request at a time
1. In the requests list view page, select the check boxes in the row of the request
that you wish to delete.
2. Click the Delete button. A confirmation dialog pops up.
3. Click OK to proceed deleting. Click Cancel to abort deletion.
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Searching Requests
ManageEngine ServiceDesk Plus gives you an option to search for requests using a
keyword search. All requests that match the keyword that you have provided in the
search will be displayed.
To do a keyword search in requests
1. Log in to ServiceDesk Plus application using your user name and password.
2. On the left hand side web client, there is a Search block as shown in the figure
below:
In Search in drop-down box, select Requests. In the home page and the
requests module, this is selected by default.
3. In the Enter Keyword text field, type the search string that you wish search for
in the requests.
4. Click Go or press the Enter key on your keyboard. All the requests that match
the search string are listed.
You can also do a column-wise search of the requests. To perform a column-wise search
1. Click the search icon at the end of the request list view headers. This opens the
search field just below every column that is visible in the list view.
2. Enter the search key in field under the column of your choice.
3. Click Go. The search results matching the search string(s) are displayed.
Note: The search would return the results for any of the text fields of the
request. You will not be able to search for a request based on any of the
date fields of the request.
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Inventory
ManageEngine ServiceDesk Plus inventory module helps in managing the IT
resources/inventory of your organization effectively and thus helps in effective resource
allocation and management. ManageEngine ServiceDesk Plus Asset Management tracks
and manages your IT assets and their changing configurations and relationships at every
stage of the lifecycle.
Organizations invest considerably in their IT assets that include hardware and software
components such as PCs, servers, network devices, accessories, software licenses,
system upgrades, and in-house developed software. To safeguard their investment, they
need to know how and where the assets are used, how much they cost the company,
what value they provide, and how they change over time. Organizations need to make
sure that assets are maintained properly and upgraded when necessary so they are
getting as much value from them as possible. For this, information on the vendors from
which the asset was purchased, the contract details associated with the purchase, the
maintenance contracts, maintenance cost incurred, and many other such data also need
to be tracked.
ManageEngine ServiceDesk Plus Inventory module provides you with an effective way to
manage your company’s assets. The purpose of this module is to help your organization
gain a clear picture of its distributed enterprise and how it is changing. By enabling you
to conduct regular audits, ServiceDesk Plus helps you manage your IT assets from a
physical perspective, capturing information such as CPU type and speed, amount of RAM,
installed software, peripherals, and operating systems. This provides you with
information, such as what assets you have, where they are, and how they are
configured. To access the inventory module, log in to the ServiceDesk Plus application
and click the Inventory tab in the header pane.
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The following work flow figures provide you an idea about how an asset is procured and
the various stages it goes through from the procurement to disposal and replacement.
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Work flow describing the various stages of an asset from the point of allotment till its
disposal or replacement.
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Scanning a New Workstation
When you have added a new workstation in the network after the initial configuration of
the ServiceDesk Plus application, then you need to discover it or add it manually into the
application. Refer to Adding a New Workstation topic to know how to add a workstation
along with its details manually. Alternatively, you can scan for workstations in your
network by providing the name or IP address of the workstation. This automatically
detects the workstation, scans the same for its hardware and software details and
updates the same in the application.
To scan for a new workstation
1. Log in to the ServiceDesk Plus using your user name and password.
2. Click the Inventory tab in the header pane. The inventory home displays the
scanned workstation graph grouped by domains, and the assets available
grouped by product types. Click the Show All link under the Workstations
dashboard or View Workstations link in the left side View block to go to the list
of workstations.
3. In the workstation list page, click New Scan. The Scan Workstation form is
displayed. This helps you locate the workstation and scan the hardware and
software information of the workstation.
4. Enter the workstation name or its IP address in the field labeled Workstation
Name / IP.
5. If the workstation is a Windows workstation, then choose the Domain Mode
value in the Scan type combo box.
6. Enter the Domain Name / Network from the combo box. If the domain is not
available, then click the Add new link available beside it (This link will be visible
only for the administrator). The Add New Domain window pops up.
7. Enter the Domain Name. This is a mandatory field.
8. Enter the Login Name and Password of the domain.
9. If you wish, then enter the Description for the domain in the text area.
10. Click Save. The new domain is added and gets selected in the combo box.
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11. Click Scan. Based on the success or failure of the scan, a corresponding message
is displayed at the top of the page. If you wish to scan the workstation at a later
time, then click Cancel instead of proceeding with scanning.
Note:
1. Windows workstations can be scanned only when the ServiceDesk
Plus application is running in a Windows OS.
2. Ensure that the domain login name and password has been provided
for the selected domain for the scan to be successful.
3. A workstation is a virtual grouping of more than one asset.
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Adding a New Workstation
The dictionary meaning of a workstation is that, it is a client computer (stand alone
machine) on a Local Area Network (LAN) or Wide Area Network (WAN) that is used to
run applications and is connected to a server from which it obtains data shared with
other computers. We use the term workstation to indicate a PC asset that is usually
associated with a user or with a physical location in the organization.
Initially when you start the ServiceDesk Plus application, you can discover the all the
workstations in the network using Network Scan. This allows you to discover the
domains in your organization and also the various workstations in each of the domains
discovered. All the discovered workstations will be listed in the Workstations view. You
can view them by clicking View Workstations link in the Views block in the left pane.
After the initial discovery, if a new workstation is added to the network, you need add it
manually to the application by either
•
Adding a new Workstation using a web-based form, or
•
Scanning a Workstation by providing its IP address or name
To add a new workstation using the web-based form
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Just below the tabs in the header pane, click the New Workstation link. A form
for Workstation Configuration is displayed. The form has various fields
grouped under the topics: Computer, Network, Input/Output devices, and
General Info. Alternatively, you can also click the New button in the
Workstations list page.
3. Enter computer Name. This is the only mandatory field in this form. Enter the
same. If you have the other details about the workstation, you can enter them in
the respective fields.
4. After entering the complete details, click Save. At any point, if you wish to cancel
the adding workstation operation, click Cancel.
To add more workstations, click Save and add new instead of Save. This adds the
current workstation information and opens the New Workstation form with pre-filled
data, which is the information provided by you while adding the previous workstation.
After adding the workstation to the list of workstations, you can retrieve the information
of the workstation on a periodic basis though a scheduled scan.
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Auditing Workstations
Manage Engine ServiceDesk Plus application enables you to perform scheduled auditing
of workstations' hardware and software resources. You have the flexibility to suspend the
audit and re-commence it at any time you want. The audit settings section allows you to
configure scheduled audits on already discovered workstations.
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Viewing Workstation Details
To view the list of discovered workstations in your network
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Inventory tab in the header pane. If you are already in the inventory
module then click the View Workstations link in the Views block in the left
menu or from the inventory home, click Show All link under the Workstation
dashboard. The list of discovered workstations are displayed.
3. To view the details of an individual workstation, click the corresponding
Workstation Name. The workstation details are displayed under 5 headings,
each in separate tabs: Workstation, Hardware, Software, Assets, History, and
Requests.
Viewing Hardware Information
To view the hardware details of a workstation
1. In the workstations list page, click the Workstation Name for which you wish to
see the hardware details. The workstation details such as the drive details,
network adaptors, and other information are displayed.
2. Click the Hardware tab.
3. The center pane itself is divided into two sections. The various hardware
components are listed in the left side. Clicking each of these displays the
corresponding properties in the right side.
Viewing the Installed Software
To view the list of software that are installed in a specific workstation
1. In the workstation list page, click the Workstation Name for which you wish to
see the list of installed software.
2. Now click the Software tab. The default view lists all the software inclusive of
Managed, Excluded, Prohibited, and Unidentified.
To know more about the software types, refer to the View the entire Software List topic.
The list displays the Software Name and the Software Type.
Delete Software from Workstation
You can also delete the software from this list. To delete software in the workstation
1. In the Software tab view of the workstation details, select the check boxes
available beside the software name column for the software that you want to
delete.
2. Click Delete. A confirmation dialog opens up.
3. To proceed with the deletion, click OK, or else click Cancel.
Search Software in Workstation
An option to search specific software that is installed on the workstation is available. Just
above the software list, there is a search field. Enter your search string in that field and
click Go. The page is refreshed with software list that match the search string.
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Viewing Attached Assets
Other than the hardware and software details specific to a workstation, there may be
other assets that have not been grouped under hardware or software, but are associated
with the workstation. To view these assets
1. In the workstation list page, click the Workstation Name for which you wish to
see the list of the installed software.
2. Now click the Assets tab. The assets associated to the workstation will be listed.
If there are no associated assets, you can associate or add assets yourself. To add new
assets, refer to the Adding New Asset topic. To attach existing assets, refer to the
attaching assets topic.
Viewing History
To view the workstation history
1. In the workstation list page, click the Workstation Name for which you wish to
view the workstation history. The details of the workstation are displayed with the
workstation tab selected by default.
2. Click the History tab.
The workstation history tab provides the information about the audits/scans performed
on the workstation and if there are any changes between the previous scan and the
latest scan in the installed software list in the workstation, then the changes are
displayed just below the scan date and time.
Viewing Requests
To view the requests that were generated for a particular workstation
1. In the workstation list page, click the Workstation Name for which you wish to
see the requests generated. The details of the workstation are displayed with the
workstation tab selected by default.
2. Click the Requests tab. The list of requests sent for the workstation will be
displayed.
3. To view the individual request details, click the request title.
The workstation request history will help in analyzing the kind of issues that have been
reported from a particular workstation and this information can be used for scheduling
the workstation maintenance or in making replacement decisions based on the request
history.
Scanning the Workstation
The scheduled audit of the workstations and network retrieves the necessary information
about each of the workstations connected to the network. ServiceDesk Plus allows you to
scan individual workstations apart from the scheduled audit. This enables you to update
the latest workstation details.
To scan a workstation
1. In the workstation list page, click the Workstation Name that you wish to scan.
2. On the right side in the Actions block, click Scan Now. Alternatively, you can
also click the Scan now link at the bottom of the page. A pop-up window will
open to show the status of the scan.
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Copying the Workstation
You can copy the details of the workstation that you are viewing:
1. In the workstation list page, click the name of the workstation that you want to
copy.
2. In the right side Actions block, click the Copy Workstation link. The copy
workstation window is opened.
3. Enter the number of copies that you need.
4. Click Copy. A message is displayed stating that the copies are created
successfully. Clicking Cancel closes the window without creating the copies.
5. Click Close on the top right of the window.
You can view the copies of the workstation in the workstation list view. All the details of
the workstation, except the workstation ID and workstation name, will be the same. You
can edit the details of the workstation.
Note:
1. Only 10 copies of a workstation can be created at a single go. To
create more copies, you need to invoke the Copy Workstation
window once again.
2. While copying workstation, the owner details, the requests raised,
from the workstation, the assets, and software attached will NOT be
copied.
3. The workstation name of the workstation copy will be
<workstationname>_COPY. You can change the name of the
workstation later.
Editing the Workstation Details
To edit the workstation details that are displayed in the view page
1. In the workstation list page, click the name of the workstation that you want to
edit. The details of the workstation are displayed with the workstation tab
selected by default.
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2. On the right side, in the Actions block, click Edit Workstation. The Edit
Workstation form is displayed where the various fields are grouped under
Computer, Network, Input/Output Devices, and General Info. These fields
in form are already filled with the information that was fetched while scanning the
workstation or with the information that was entered while manually adding the
workstation details. You can now modify the values in the fields or add entries to
the empty fields.
3. On completely editing the details, click Save. If you wish to cancel the edit
operation, click Cancel.
Adding Software to Workstation
If you notice that some software are missing from the workstation software list, you can
add them yourself.
To add software
1. In the workstation list page, click the name of the workstation for which you want
to add the software.
2. On the right side, in the Manual Additions block, click Add Software.
3. The Add Software window opens. This has the list of software. You can select
the software from the list. To select more than one software, use Shift or Ctrl
key in your keyboard.
4. After selecting, click Save. The selected software is appended to the existing
workstation software list.
Attaching Assets
You can associate various assets with workstations while viewing the workstation details
itself. When you attach assets, you will be associating a specific asset with the
workstation. For example, a network card has been added to a workstation and you want
to make that association in the ServiceDesk Plus application also. You can do that using
the attach asset option.
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To attach assets to the workstation that is being viewed
1. In the workstation details page, click the Attach Assets link in the Manual
Additions block on the right side. The Attach Asset window opens. By default,
the asset list will have all the unassigned asset components.
2. If you want only specific assets to be listed, you can choose them from the list
combo box, which is a filter for the asset list values.
3. Select the assets that you want to associate with the workstation and click the
>> button to move them to the Attached Assets list. To select multiple assets
from the asset list, use Shift or Ctrl key of your keyboard while selecting the
assets.
4. Click Save. A message is displayed stating that the assets are attached
successfully.
5. Click the Close link available at the top right corner of the Attach Asset window.
To dissociate the assets, select the assets from the Attached Assets list and click the
<< button. If you want to detach all the assets from the workstation, then in the Attach
Asset window, click Detach All button.
Assigning Owner
To associate a owner with the workstation
1. In the workstation list page, click the Workstation Name for which you wish to
associate the user. The details of the workstation are displayed with the
workstation tab selected by default.
2. On the right side, in the User details block, click Assign Owner. The Owner
Association window opens. Here you can allocate the workstation to either a
department or an individual user.
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3. From the first combo box, choose either User or Department as values. This
populates the second combo box with the relevant values of either the available
user names or department names based on your choice.
4. From the Choose Owner combo box, select the user name or department name
to which you wish to assign the workstation.
5. Click Assign. A message is displayed stating that the owner is assigned
successfully.
6. Click Close. In the workstation details view page, in the top right corner of the
center pane, the user details are displayed.
Alternatively, you can also associate the user from the workstation list view page.
1. In the workstation list view page, click the icon displayed in last column. The
owner association window opens.
2. From the first combo box, choose either User or Department as values. This
populates the second combo box with the relevant values of either the available
user names or department names based on your choice.
3. From the Choose Owner combo box, select the user name or department name
to which you wish to assign the workstation.
4. Click Assign. A message is displayed stating that the owner is assigned
successfully.
5. Click Close in the pop-up window.
Changing Owner
You can change the user who is associated with the workstation.
To re-associate or dissociate a user of a workstation
1. In the workstation list page, click the name of the workstation for which you wish
to re-associate or dissociate the user. The details of the workstation are displayed
with the workstation tab selected by default.
2. On the right side, in the User details block, click Change Owner. The owner
association window opens with the associated user chosen in the combo boxes.
3. Select the user name or department name to which you wish to re-associate the
workstation and click Assign. A success message is displayed in the pop-up. In
the workstation details view page, in the top right corner of the center pane, the
modified user details are displayed.
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4. If you just want to remove the user association, instead of selecting a new user
and associating, click De-assign. The user association is removed and the
workstation is free to be associated with any other user.
5. Click Close.
Alternatively, you can also re-associate or dissociate the user from the workstation list
view page.
1. In the workstation list view page, click the icon displayed in the last column
against the workstation whose owner you wish to change. The owner association
window opens with the associated user selected by default in the combo boxes.
2. To remove the owner for the workstation, click De-assign.
3. To re-associate, select the user name or department name to which you wish to
re-associate to the workstation and click Assign. In either case, a success
message is displayed in the pop-up and simultaneously the workstation list view
page is refreshed to display the user name or department name in Assigned To
column.
4. Click Close in the pop-up window.
Viewing Owner Profile
To view the user profile of the user associated with a workstation
1. In the workstation list view page, the user name is displayed in the Assigned To
column. Click the user name. A pop-up window with the user details opens.
2. Click Close in the pop-up window once you have viewed the user details.
Alternatively, you can also view the user details as follows:
1. Click the Workstation Name from the workstation list view page.
2. On the top right corner of the center pane, the User Details are displayed. Click
the user Name that is hyperlinked, or click the View User Profile link available
in the User details block on the right side. A pop-up window with the user
details opens.
3. Click Close in the pop-up window once you have viewed the user details.
E-mail the User
You can e-mail the owner associated with a workstation from the workstation view, only
if the owner is an individual user.
1. Click the E-mail owner link on the right side of the workstation details page. It
opens a pop-up window for sending a mail. The E-mail owner link will be available
only if the user has been already associated with the workstation.
2. The To field of the form has the e-mail ID of the user. If you wish to send the
mail to anyone else other than the user, add the e-mail IDs of the users
separated by a comma.
3. Enter a subject for the mail and the content in the Subject and Description
fields respectively.
4. Click Send E-mail. A message is displayed above the form if the mail has been
sent successfully. If there is a problem, a failure message will be displayed. In
such case, please verify if the e-mail settings configured in the admin
configuration are correct.
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Viewing Workstations Based on Filters
You can view a selected list of workstations by applying various filters on them.
To view workstations list based on preset filters
1. Log in to ServiceDesk Plus application using your user name and password.
2. Click the Inventory tab in the header pane.
3. Click View Workstations link in the View block on the left side, or click Show
All link in the Workstation dashboard.
4. Just above the workstation list, you will see the Filter Viewing: combo box.
From this combo box, you can choose to view either unassigned workstations or
all workstations. Using the unassigned list of workstation, easily estimate the
number of unassigned workstation and also find out the workstation that can be
used for allotment to users of departments.
5. Selecting a domain name in the Domain combo box lists the workstations from
that domain.
You can also use advanced filters to view the workstation list. For advanced filter
settings:
1. In the workstation list view page, click the Advanced Filters link beside the
Filters Viewing: combo boxes. The advanced filters options are displayed
instead of the simple filter options.
2. The first combo box in the above image lists all the probable workstation
attributes based on which you can set the filter criteria. Choose the filter criteria
from this.
3. The second combo box gives you options for matching the filter criteria to the
search string that you will enter in the text field following it.
4. Click Filter. The results matching the filter criteria are displayed.
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Customizing Workstation List View
ManageEngine ServiceDesk Plus allows you to customize the workstation list view to
include columns of your choice.
To customize the list view
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Inventory tab in the header pane.
3. Click Show all in the Workstation dashboard or click View Workstation link
from the View block on the left menu.
4. Click the column edit icon available at the corner of the workstation list headers.
This opens the available columns that can be displayed in the list view. All those
that are visible currently, will have the check box beside them selected.
5. To remove a column, remove the selection from the respective check box beside
the column name.
6. To add a column to the list view, select the unchecked select box beside the
column name.
7. To change the column order, click the up and down arrow after selecting the
column that you wish to move.
8. Click Save.
This will add only those columns which you have chosen in the list view. You can also
sort the list view based on columns. To sort workstation by column, click the column
header. Clicking it once will sort it in ascending order. Clicking twice will sort the column
in descending order.
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Deleting Workstations
When a workstation is being disposed, it has to be removed from the inventory list so
that there is no wrong association made.
To delete a workstation
1. Log in to the ServiceDesk Plus application.
2. Click the Inventory tab in the header pane. If you are already in the inventory
module then you can just click the View Workstations link in the Views block
in the left menu. Or from the inventory home, click Show All link in the
Workstation dashboard. The list of discovered workstations is displayed.
3. Select the check box beside the workstation names of the workstation that you
want to delete from the inventory.
4. Click the Delete button available just above the workstation list. A message
requesting your confirmation to delete the selected workstations pops up.
5. Click OK to go ahead or Cancel to drop the deletion.
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Searching Workstations
To search specific workstations
1. Log in to ServiceDesk Plus application using your user name and password. On
the left bottom of the page, there is a search block. In the home page, default
selected module is Requests.
2. Change the default selection to workstation or click the Inventory tab in the
header pane so that the default selection is changed automatically to workstation.
3. In the Enter Keyword text box, type in the workstation name or any other
workstation-related details, such as manufacturer, model, OS, processor name, IP
address, NIC name, and so on, that you wish to search for. If you do not know
the complete information, type in a part of the string.
4. Click Go or press the Enter key on your keyboard. The search result displays all
the workstations that match the search string entered by you.
You can also do a column-wise search of the workstation. To perform a column-wise
search
1. Click the search icon at the end of the workstation list view headers. This opens
the search field just below every column that is visible in the list view.
2. Enter the search key in field under the column of your choice.
3. Click Go. The search results matching the search string(s) are displayed.
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Viewing the entire Software List
Viewing the Software List
To view the list of software that is discovered during the workstation auditing in your
organization
1. Log in to the ServiceDesk Plus application.
2. Click the Inventory tab in the header pane.
3. Click Scanned Software link in the left menu under the Views block.
4. To view the details of an individual software, click the corresponding Software
Name in the software list view page.
This page lists all the available software in your organization. The list has details, such as
software name, software type in which it is classified, the number of licenses purchased,
the number of installations made, and the number of licenses available. These details
help you in checking for software license compliance and also proactively procure
additional licenses of any software, or check for reallocation in advance, as the need may
be.
Viewing Filtered Software List
The software can be grouped under various classifications, such as Managed,
Excluded, and Prohibited. When you want to track the number of copies of a software
in use in your organization, then move the software to the Managed software type and
track them on a periodic basis.
Excluded software will usually be the list of software that are most commonly available
in all the workstations by default. This could include system files, programs that come
along with the operating system, and application that need not be tracked.
Any software that is prohibited as per the policy of your organization, can be classified
under the Prohibited category.
The ones that are not grouped under any of these will be grouped as Unidentified or
the first time a software is discovered during the workstation auditing, it is classified
under the unidentified software type. The asset administrator can then move the
software to a different type based on the company policy.
To view a specific classification of software
1. Click the Inventory tab in the header pane.
2. Click the Scanned Software link in the left menu under the Views block.
3. In the center pane, Filter Viewing: drop down has the various classifications in
which the software are grouped, such as Excluded, Managed, Prohibited, and
Unidentified. Select any category to view the software categorized under it.
Changing Software Classification
As told earlier, you can classify software identified by the application into managed,
excluded, prohibited, and unidentified. When a software is detected by the application
during an audit of the workstations, it will, by default, be categorized as Unidentified.
You can change the software category later.
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To change the software classification type
1. In the Software list view, select the check box available beside the Software
Name.
2. From the Move to: drop-down menu, select the category to which you want to
move the selected software.
Alternatively,
1. From the Software list view, click the name of the software which you want to
move to a different classification type.
2. Click the Change software type link available on the right side, under the
Actions block. Change Software Type is opened in a separate pop-up with the
current type selected by default.
3. Now select the software type you want.
4. Click the Change button. The details are updated with the change.
When you change the software type classification, it is reflected across all instances
where the software is listed including the workstation details.
Adding Software Licenses
To add software licenses
1. In the software list view page, click the Software Name for which you need to
add licenses.
2. On the right side, in the Actions block, click the Add software license link. A
Software Licenses adding window opens.
3. From the product type combo box, select the product type as software. If the
product type has already been selected, then this combo box will not be
displayed. Instead, the selected product type will be displayed.
4. Enter the Number of Licenses that you want to add. This field can take only
numeric values.
5. Click Save. A message is displayed with names of the software assets that have
been added.
All the licenses added for the software will be listed as separate assets in the asset list
and will have a unique asset name associated to each of the license. The maximum
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number of licenses that you can add in the above form at one time is 50. If you need to
add more than 50 licenses of the software, open the Add Software License window
again and add the rest of the licenses. Continue this process till you have added the
required number of licenses.
The number of licenses that you had added in the form will be displayed in the software
details page, beside the Total License text. The Available Licenses lists the remaining
licenses to be used to install the software in various workstations. The workstations in
which the software is installed are also displayed. To view the details of an workstation,
click the name of that workstation.
Viewing Software Installation Details
To view the software installation details, such as workstations where the software is
installed, software license compliance, and software type classification
1. In the software list view, click the Software Name whose installation details you
wish to see. The above-mentioned details are displayed. The top section gives
details such as product name, product version, total licenses bought, used
licenses, and available licenses. If there is license incompliance, a License
Violation warning message is displayed. Also, the licensed and unlicensed
installations are listed under the respective heads.
2. From here you can also view the details of any workstation in which the software
is installed, by clicking the workstation name from the list.
You can convert an unlicensed installation to licensed installation of the software in a
particular workstation.
1. In the software details page, under the Unlicensed Installations section, select
check box beside the workstations for which you wish to allocate software license.
2. Click Allocate License button. If the licenses are available, then they will be
moved to licensed Installation.
To remove or reassign the software license from licensed installations
1. In the software details page, under the Licensed Installations section, click
the icon for the workstation where you wish to remove the software license.
The Assign / Remove License window pops up.
2. To reassign, select a different workstation from the combo box and click Assign.
3. To remove license, click Remove License button. If you do not wish to change
anything, just click Cancel.
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You can attach software assets to the workstation.
1. In the software details view, the unlicensed installations are listed under the
corresponding head along the workstation names in which they have been
installed.
2. Click the Attach Software Asset to Workstation icon
window pops up.
. The attach asset
3. From the Asset List select the software that you wish to attach to the
workstation and click >> button to move it to the Attached Assets list. If you
want to attach any other software asset, then select those also and move it under
Attached Assets.
4. Click Save.
In the Attach Asset window, you can filter the list of software that appear in the Asset
List by selecting the specific software component from the combo box available just
below the Asset List.
Export as PDF
To export the software details as a PDF file
1. In the software list view, click the Software Name.
2. On the right side in the Tasks block, click Export as PDF link. The PDF file with
the software details will be created. A system dialog will open with the choices to
save or open the file.
3. Select your option and click OK.
E-mail Users
To e-mail the users:
1. In the software list view, click a Software Name
2. On the right side in the Tasks block, under the Notification category, click the
Email Users link. A pop-up window opens with the mail To filled with the e-mail
IDs of the users of the software. If there are no users associated with any of the
workstations having the software, then you can identify the user to the whom the
mail needs to go and enter their e-mail address in the field. The subject and
description fields are also pre-filled as in the figure.
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3. You can change the details as per your wish.
4. Click Send E-mail. A message that the mail is successfully sent is displayed.
5. Click Close in the top right corner of the window to close the same.
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Customizing Software List View
ManageEngine ServiceDesk Plus allows you to customize the software list view to include
columns of your choice.
To customize the list view
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Inventory tab in the header pane.
3. Click Scanned Software link from the View block on the left menu.
4. Click the column edit icon available at the corner of the software list headers.
This opens the available columns that can be displayed in the list view. All those
that are visible currently, will have the check box beside them selected.
5. To remove a column, remove the selection from the respective check box beside
the column name.
6. To add a column to the list view, select the unchecked select box beside the
column name.
7. To change the column order, click the up and down arrow after selecting the
column that you wish to move.
8. Click Save.
This will add only those columns which you have chosen in the list view. You can also
sort the list view based on columns. To sort software by column, click the column
header. Clicking it once will sort it in ascending order. Clicking twice will sort the column
in descending order.
Note: The column sort will be possible only with Software Name and Type
column.
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Searching Software
To search a specific software
1. Log in to ServiceDesk Plus application using your user name and password.
2. On the left bottom of the page, there is a search block. In the home page, default
selected module is Requests. Change the selection to Software.
3. In the Enter Keyword text box, type in the software name that you wish to
search. If you do not know the complete name, type in a part of the string.
4. Click Go or press the Enter key on your keyboard. The search result displays all
the software that match the search string entered by you.
You can also do a column-wise search of the software. To perform a column-wise search
1. Click the search icon at the end of the software list view headers. This opens the
search field just below every column that is visible in the list view.
2. Enter the search key in field under the column of your choice.
3. Click Go. The search results matching the search string(s) are displayed.
Note: The column-wise search can be done only for the Software Name
column.
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Viewing the entire Asset List
Viewing the Asset List
Software licenses, PCs, mouse, keyboard, network cables, head sets, memory cards,
sound card, and any such IT-related items are termed as assets. Product is the term
used to represent an asset group. For example, Compaq PC is an asset component. This
component will have all the Compaq PCs bought by your organization grouped under it.
If you have bought 20 Compaq PCs, then each of these PCs will have a unique asset
name associated to it and will be grouped under the Compaq PC component. As defined
earlier, any IT-related item purchased by your firm is termed as asset. A workstation is a
term used to indicate a collection of assets, with a physical location and network
address. When a PC asset is allotted to a user in your organization or to a department in
your organization for a specific purpose and is given a physical or logical location, it
becomes a workstation.
You can track your assets with the help of ManageEngine ServiceDesk Plus application.
You can view the list of assets owned by your organization if you have already entered
the details into the application.
To view the various assets owned by your organization
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Inventory tab in the header pane.
3. Click the Asset Summary link in the left menu under the Views block or click
Show All link in the Asset dashboard in the inventory home. This displays the
View Assets page where the various asset product name (and type) are listed
along with the number of assets available in each of them.
To view the individual assets under each of the asset components
1. In the View Assets page, click on the product name to view the list of assets
available in it.
2. In the Assets list page, click the Asset Name to view/edit the details of the
specific asset.
Viewing Assets Based on Filters
You can apply filters at various levels while viewing the assets. The View Assets page
displays the high level of asset classification, which is the asset product name and type
classification. Here you can filter the assets based on the asset Component Type. In
the Assets list view page of each product component, you can apply more filters on the
assets that need to be displayed, such as viewing only unassigned assets or not in
contract assets. You can apply single or two levels of filters to view the list of assets such
as viewing unassigned assets belonging to a particular asset component or not in
contract asset belonging to a particular asset component.
Adding New Asset
Whenever you buy an asset, you can add the asset to the existing list. To add a new
asset
1. Click the New Asset link in the header pane below the tabs. The New Asset
form is displayed and it has two sections: Asset Details and Asset Allocation.
If you have added your own custom fields in the new asset form, then there will
be a third block Additional Asset details. Alternatively, you can open the New
Asset form, by clicking the New button in the Assets list page. The Product
Name and the Asset Name are mandatory fields in this form. The product name
is a combo box with the list of products names available in the application.
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2. From the Product Name combo box, select the product of your choice. If the
product is not available in the list, click Add new link available beside it. (This
link will be visible only for the administrator).
3. Enter the Product Name in the pop-up window.
4. From the Product Type combo box, choose the type to which the added product
belongs.
5. Enter the Price of the product as mentioned by the vendor.
6. Click Save. The new product is added and selected. If you have entered the price
of the product, then the same will be displayed in the Asset Cost field.
7. Enter the Asset Name. This needs to be unique and cannot have duplicate
values.
8. The other fields, such as Asset Tag, Asset Serial No., Bar Code of the asset,
Vendor Name, Asset Cost (in $), Acquisition Date, and Expiry Date are
optional. If you have the respective information and wish to maintain those
details, then you can enter the same in the form.
9. You can also indicate if the asset has been leased or not by selecting the check
box Is Leased. If the lease start and end date are available then the same
should be entered in the Lease Start and Lease End fields by choosing the date
from the calender icon.
10. If the vendor name who supplies the asset is not available in the Vendor Name
combo box, click the Add new link available beside it (This link will be visible
only for the administrator). The Add New Vendor window pops up.
11. Enter the name of the vendor, description, and the name of the contact person in
the pop-up window.
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12. Click Save. The added vendor is selected and is displayed in the combo box.
13. Enter the relevant information for the Additional Asset details section if it is
available.
14. If you want to allocate the asset to a user or department you can do so by
entering the required information in the Asset Allocation section. This is also an
optional section. Choose department or user from the Allocate To combo box.
15. The Owner Name combo box is filled with the relevant groups of values from
which you can choose.
16. Click Save. The added asset will be listed.
To add more assets under the same product name, click the Save and add new button.
This saves the added asset and opens the New Asset form with the details of the added
asset. Change the required fields and click Save when you are done with adding all the
assets. The added assets will be listed. You can import assets from a CSV file.
Import Assets from CSV
To import assets from a CSV file
Step 1: Locate the CSV file
1. Click Import from CSV link in the View Assets page. The Asset Import
Wizard opens in a pop-up window.
2. Click the Browse button in the wizard.
3. Select the CSV file in the file chooser window and click Open.
4. Click Step 2.
Step 2: Customize Mapping
1. The CSV column names are populated in the select boxes beside each
label. Map the ServiceDesk Plus asset details fields with the field names
from the CSV file.
2. Click Step 3.
Step 3: Import
1. If you wish to update the details of existing assets, then select the check
box If asset already exists, update existing details. If you do not
select it, then the already existing asset data will not be overwritten and
only new records will be added.
2. Click Import Now button. The values from the CSV file will be imported
to the Asset details. Once the import is complete, the data on how many
records were added, how many overwritten, and how many failed to
import.
If at any point you wish to stop importing from the CSV file, click the Close button.
Note: Asset Name column will be the identifier for Asset, that is, no two
assets can have same Asset Name. An asset will be checked for existence
depending on the Asset Name value.
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Editing Asset Details
To edit the asset details
1. In the View Assets page, click the product name.
2. Click the Asset Name in the Assets list page. The asset information is displayed
in a editable form.
3. Change the values for the various fields in the form. Except for the Product
Name, you can edit all the other fields in the form.
4. Click Update. If you entered wrong information in the form and want to get back
to the old details, then instead of Update click Reset.
Copying Asset Details
To make copies of an asset
1. In the View Assets page, click the product name.
2. Click the Asset Name in the Assets list page. The asset information is displayed
in a editable form.
3. If you wish to make any changes to the asset information, you can do so. Else,
just click the Copy button at the end of the form. The Copy Assets window pops
up.
4. Enter the number of copies that you wish to make in the field. The maximum
asset copies that you can make at a time is 99.
5. Click Copy. The required number of copies of the asset are created and the asset
name will be of the format <old asset name> - <number>. The number will start
from 0. You can view the list of copied assets in the Assets page.
You can use this feature to add all the existing assets in the same type where all the
details of assets will be retained and at the same time the asset name will still be
unique.
Deleting Assets
You can delete assets from the assets list page. To delete assets
1. Click the Product name in the View Assets page to display the assets list page
of that product component.
2. In the Assets list view page, select the check box provided beside the asset
names that you wish to delete.
3. Click Delete. A confirmation message asking whether to continue with deletion or
not is displayed.
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4. Click OK to continue with the asset deletion, or else click Cancel. If you click OK,
the selected assets are deleted from the assets list.
Allocating Assets
To allocate assets to users or associate them with workstations
1. Click the Product name in the View Assets page to display the assets list page
of that product component.
2. In the Assets list view page, click the asset name which you wish to allocate to
a user, or workstation, or department.
3. In the Edit Asset form, in the Asset Allocation section, select workstation, or
user, or department in the Allocate To field.
4. In the Owner Name field, select the name of the specific owner (workstation
name, or user name, or department name).
5. Click Update.
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Searching Assets
To search a specific asset
1. Log in to ServiceDesk Plus application using your user name and password.
2. On the left bottom of the page, there is a search block. In the home page, default
selected module is Requests. Change the selection to Assets.
3. In the Enter Keyword text box, type in the asset name if you know or type in
the asset type such as mouse, if you are looking for a specific mouse.
4. Click Go or press the Enter key on your keyboard. The search result displays all
the assets that match the search string that you entered.
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Purchase
The Purchase module streamlines the procurement of required components and allows
you to add them as unassigned assets. The Purchase module is tightly integrated with
the Inventory. You can configure the vendor-related information and the products
supplied by those vendors and their price quotes in ServiceDesk Plus. This information
helps in making the choice of vendors while generating the Purchase Order (PO) by
comparing the pricing of each vendor. The purchase process starts with a purchase
request and is completed when the requested component or item has been purchased
and reaches the requester of the purchase request. Below is the workflow that details
the various steps involved in a purchase process.
To reach the purchase module, log in to the ServiceDesk Plus application using your user
name and password and click the Purchase tab in the header pane. You can combine
more than one purchase request and create one PO for all these requests.
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Creating a New Purchase Order
To create a new purchase order
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the New Purchase Order link available below the tabs in the header pane.
The Add Purchase Order form is opened.
Step 1 - General Details
There are four steps to create a purchase order. The form opens the first step which
collects the general details about the owner of the PO and the vendor to whom the PO is
to be sent.
1. The owner, by default is the person who is creating the PO. The PO # field and
the Vendor name are mandatory fields.
2. Enter the PO # and PO Name in the field provided for the same. The last
entered PO number will be displayed just below the PO # field. This will help you
verify the last entered PO number.
3. Select the date by which you require the delivery of the goods listed in the PO
.
from the calender that can be invoked by clicking the calender icon
4. From the drop-down list of vendors, select the vendor of your choice. If the
contact details and the phone number are available for this vendor, then those
details are automatically fetched in the corresponding fields. You cannot edit
these fields. If the vendor is not listed, then click Add new link beside the combo
box. The Add New Vendor window pops up.
5. Enter the name of the vendor, description, and the name of the contact person in
the pop-up window.
6. Click Save. The added vendor is selected and is displayed in the combo box.
7. Enter the name of the person who will be responsible for the PO submission and
receipt of items in the Signing Authority field.
8. Enter the description for the PO or any other information that you wish to add in
the Remarks field.
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9. If there are any specific terms associated with the PO, enter the same in the
Terms field.
10. Click the Save and Proceed to add items button. This takes you to the second
step in the creation of a PO.
Step 2 - Items
This step has the vendor name displayed below which there are three fields, namely
Item Name, Item Cost ($), and Required Quantity. All these three fields are mandatory.
1. The Item Name combo box lists all the products supplied by the chosen vendor.
From this select, the item for which you wish to place the order. If the price
details of this component is already available, then the price will be displayed in
the Item Cost field, or else you can enter the same in the Price field. If the item
of your choice is not available, but is being supplied by the vendor, then click the
Add New link beside the combo box.
2. Enter the Product Name in the pop-up window.
3. From the Product Type combo box, choose the type to which the added product
belongs.
4. Enter the Price of the product as mentioned by the vendor.
5. Click Save. The new product gets selected and if you had entered the price of the
product, that will also get filled in the Item Cost field.
6. Enter the Required Quantity of the item.
7. Click Add Item. The item is added and is listed just below this block under the
Added Items heading. This block has the list of items added along with total
cost of the ordered items. You can add more items by following steps 1 - 4.
8. If there are any shipping costs involved, enter the same in the editable field
beside Shipping ($) label in the Added Items block.
9. Enter the sales Tax rate in the editable field. On adding these information, the
Sales Tax is calculated and Total is modified accordingly.
10. Now if you want to round off the total to the nearest $, then you can enter the
necessary round off amount in the Price Adjustment ($) field.
11. If you have added any item by mistake or have entered wrong details for the
items added, then you can delete the item. To delete the items, click the
delete icon beside the Item Name.
12. Once you are done with adding the items, click Save and Proceed to Shipping
Details.
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Step 3 - Shipping Details
1. Enter the Shipping Address.
2. If the billing address is the same as the shipping address, select the check box
below the shipping address field. Or else enter the Billing Address.
3. Click Save and Proceed to Preview.
Step 4 - Preview
The purchase order preview is displayed. It has the details, such as date on which the PO
was generated, the date by which the items appearing in the PO are required to be
delivered, the owner of the PO, the vendor name, address, phone, fax, contact person at
the vendor location, and billing and shipping address in the top half of the PO. The
details related to the ordered items are listed in the lower half of the PO. If you had
entered any description for the PO in Step 1 - General, then that will be displayed
beside the Remarks label at the bottom of the PO preview. Below the remarks you will
have the terms of the PO and the Signatory Authority displayed.
Click Save Purchase Order to go ahead and create the PO. If you do not want to create
the PO, then click Cancel. On cancellation, a confirmation dialog opens. If you want to
cancel the creation of the PO, click OK, or else click Cancel.
By default, all POs created will be grouped under POs Pending Approval filter. These POs
need to go through the approval process to either be moved into Approved POs, which
will then await delivery of goods ordered or be moved into Rejected POs.
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Viewing a Purchase Order
To view purchase orders
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Purchase tab in the header pane. This displays the list of POs Pending
Approval, by default. If you want to see a PO that is in any other state, then you
need to choose corresponding state from the Filter Showing combo box.
3. From the list of POs, click the PO # of the PO that you wish to view.
The View Purchase Order displays the PO details in different blocks which groups the
data in a logical manner. The PO header has the name of your organization, logo, and
the mailing address. The first block has the general details, such as the P.O. #, date,
when the PO was generated, the Owner of the PO, the date by which the PO needs to be
delivered, and the PO status. If the PO is not in Pending Approval status, then the status
value will be hyper-linked. Clicking the link will open the comments dialog displaying the
comment that was entered while approving or rejecting the PO.
Second block provides the details about the vendor, such as the vendor's name, address,
phone number, fax, and the name of the contact person at the vendor location. The third
block contains the billing address and shipping address to which the invoice needs to
sent and the assets needs to be delivered respectively.
Finally, the items are listed along with the cost calculations. The item table lists the item
name, price ($) per quantity, quantity ordered, and the total cost for the quantity
ordered. Below this table, the cost details for shipping and sales tax are displayed and
the final total cost of the PO is also displayed.
If there were any remarks provided for the PO while creating it, they are displayed at the
bottom, along with the terms of the PO and the signing authority.
In case of closed POs in the view PO details page, you can also view the associated
assets to the PO. All the items that have been received from the PO will be added as
assets automatically and the assets that are created from a particular PO will be
associate to that PO. Clicking the Associated Assets link under the tasks block will
display all the assets that were created from the PO.
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Editing a Purchase Order
To edit purchase orders
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Purchase tab in the header pane. This displays the list of POs Pending
Approval, by default. If you want to see a PO that is in any other state, then you
need to choose corresponding state from the Filter Showing combo box.
3. From the list of POs, click the PO # of the PO that you wish to edit.
4. Click Edit Purchase Order link on the right side tasks block. The edit PO form is
similar to the create new PO form with four stages where you can edit the PO
details. Edit the entries in every stage and proceed as elaborated in Creating a
New Purchase Order section.
While editing a PO, you can also edit the quantity specified against each of the items
ordered, by clicking the edit icon beside the quantity value.
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PO Approval Process
All purchase orders that are created are grouped under POs Pending Approval, by
default. You need to approve the PO first before you can send the same to the vendor,
receive items, and other such actions on the PO items. The PO approval process is
initiated with a request for approval sent to the concerned authority and depending on
the decision taken by the personnel to approve or reject the PO, the other operations
can be performed on the PO.
Submit PO for Approval
To submit PO for approval
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Purchase tab in the header pane. This displays the list of POs Pending
Approval, by default.
3. From the list of POs, click the PO # of the PO that you wish to submit for
approval.
4. Click Submit for Approval link from the tasks block. The Submit for Approval
dialog pops up.
5. Select the check box Send mail notification, available just below the PO # that
is displayed. The To and Subject fields will drop down.
6. Enter the To mail ID. If needed you can modify the subject content manually, else
you can change the same from the Notification Rules email template.
7. Type in the message text for the mail notification in the Description field.
8. Click Save.
The mail notification is sent to the person who was addressed in the To field of the
notification. The mail contains the link to the specific PO which needs approval. On
clicking the link, it leads you to the login screen, where on providing the proper
credentials, the PO awaiting approval opens.
Approve / Reject PO
Once a PO is submitted for approval, a mail notification is sent to the concerned
authority requesting the approval for the PO along with the link to the PO.
1. Click the link to open the PO.
2. Log in to ServiceDesk Plus application using your user name and password or the
administrator user name and password. The PO is displayed.
3. You can choose to make changes in the PO if you wish to. Refer to Editing a PO
section for more details. Or else, click Approve this PO link from the tasks
block. The Approve this PO dialog pops up where you can enter your comments in
the Description field and click Save. If you wish to send a mail notification, then
select the check box Send mail notification, available just below the PO # that
is displayed and enter the To address in the field provided.
4. If you wish to reject the PO, then click Reject this PO link from the tasks block.
The Reject this PO dialog pops up where you can enter your comments in the
Description field and click Save. If you wish to send a mail notification, then
select the check box Send mail notification, available just below the PO # that
is displayed and enter the To address in the field provided.
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The POs that have been approved will be grouped under the Approved POs state while all
the POs that have been rejected will be moved to Rejected POs status. From the
Rejected POs state, you can either delete the PO completely from the system or reopen t
for approval once again. You can also edit the POs that are in the rejected status.
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Receiving PO Items
For the approved POs, you can start receiving the ordered items. ServiceDesk Plus
allows you to have a partial receipt of items and wait for the remaining PO items to be
delivered at a later time. On receiving a part of the PO items, you can receive them
update the approved PO to capture this information. To partially or completely receive
items
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Purchase tab in the header pane.
3. In the list of approved POs displayed, click the PO # for which the items have
been delivered.
4. On the right side, under the tasks block, click Receive Items. The Receive Items
dialog pops up.
5. Select the check box beside the items column for the items that have been
received. If only part of the ordered items have been delivered, then click the edit
icon beside the Quantity value against each of the items received and enter
the quantity that has been received.
6. Click Receive Items button.
This updates the PO with the Received Quantity value in the Items block and moves
the PO under Partially Received POs. When a future shipment arrives, you can follow
the above process to update the quantity of items that have been delivered. Also, in the
Receive Items dialog pop-up window, the quantity of items displayed will be the
difference between the actual quantity ordered and the already received quantity. Once
all the items have been received, the PO moves to the closed status.
All the items that have been received from the PO will be added as assets automatically
and the assets that are created from a particular PO will be associate to that PO. Clicking
the Associated Assets link under the tasks block will display all the assets that were
created from the PO.
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Printing a Purchase Order
To print a purchase order
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Purchase tab in the header pane. This displays the list of POs Pending
Approval, by default. If you want to print the POs from a different status, then
select the status from the Filter Showing drop down list.
3. Click the PO # of the purchase order which you wish to print.
4. Click Print Preview link in the tasks block on the right. The PO is opened in a
separate borwser.
5. Click Print from the browser menu.
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Deleting a Purchase Order
To delete purchase orders
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Purchase tab in the header pane. This displays the list of POs Pending
Approval, by default. If you want to delete PO that is in any other state, then
you need to choose corresponding state from the Filter Showing combo box.
3. Select the check box beside the PO # of the purchase order that you wish to
delete, in the list view.
4. Click Delete.
You can also delete individual POs by clicking the PO # and entering the PO details view.
Now click the Delete Purchase Order link available under the Tasks block on the right
side of the PO details.
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E-mailing the PO Owner
When some unexpected events happen, the owner of the PO would want to be notified of
them. For example, when the purchased items have not been delivered even beyond the
required date, the PO owner must be notified of it, so that he can take necessary steps.
ServiceDesk allows you to notify the owner of the PO through an e-mail.
To e-mail the PO owner
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click Purchase tab in the header pane.
3. In the list of outstanding POs displayed, click the Purchase Order ID for which
the e-mail notification needs to be sent. If you want to send an email to the
owner of a PO in any other state, then choose the corresponding option from the
Filter Showing combo box.
4. On the right side, under the tasks block, click Email the Owner.
5. A Send Notification form is opened in a separate window with the To address
filled with the PO owner's e-mail ID. The Subject reads as Notification for
Purchase Order id <number>.
6. If you want to inform anyone else about the PO details, then you can add their email ID in the CC field.
7. Enter the mail content in the Description field.
8. Click Submit. A message is displayed saying that the e-mail has been sent.
9. Click Close to close the window.
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Notifying the Vendor
To notify the vendor
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Purchase tab in the header pane.
3. In the list of outstanding POs displayed, click the Purchase Order ID for which
the e-mail needs to be sent. If you wish to notify a vendor of a purchase order
that is in a different state, then from the Filter Showing combo box, select the
corresponding filter option, and click the purchase order ID that you need.
4. On the right side, under the tasks block, click Notify the Vendor.
5. A Send Notification form is opened in a separate window with the To address
filled with the vendor's e-mail ID. The Subject reads as Notification for
Purchase Order id <number>.
6. If you want to send the same notification to anyone else, then add their e-mail ID
in the CC field.
7. Enter the mail content in the Description field.
8. Click Submit. A message is displayed saying that the e-mail has been sent.
9. Click Close to close the window.
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Searching in Purchase
You can search for purchase orders (POs) with the search in purchase option of
ServiceDesk Plus application.
To search for POs
1. Log in to the ServiceDesk Plus application using your user name and password.
2. In the left side, in the search block, choose Purchase from the Search in
combo box. If you are in the purchase section, then by default, purchase is
selected.
3. In the Enter Keyword field, type in your search string.
4. Click Go or press the Enter key in your keyboard. The search results display all
the purchase orders that match the search string.
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Contracts
Every organization would maintain an annual maintenance contract with third-party
vendors to maintain its infrastructure and function without any major downtime due to
bad maintenance of the assets owned by it. ManageEngine ServiceDesk Plus gives you a
provision to track such contract details, its date of commencement, and date of expiry,
alert you with a reminder in advance about the expiry of the contract, the cost incurred
for the purchase and renewal of the contract, the kind of maintenance support provided
by the third party vendor, and the third party vendor name with whom the contract has
been signed. Any other related documents to the contract can also be maintained along
with these details as attachments to the contract. To open the contracts module, log in
to the ServiceDesk Plus application using your user name and password and click the
Contracts tab in the header pane.
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Creating a New Contract
To create a new contract for asset:
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the New Contract link available just below the tabs in the header pane.
The new contract form is displayed. This form has three major sections: Contract
Details, Contract Rules, and Notification Rules.
You can also invoke the New Contract form from the contracts index page.
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Contracts tab in the header pane.
3. Click New Contract button in the contracts index page.
Choosing a Maintenance Vendor
In the Contract Details section, the Contract Name and the Maintenance Vendor
fields are mandatory.
1. Enter a name for the contract in the Contract Name field.
2. Below the contract name, enter any description for the contract if you wish to.
3. The maintenance vendor field is a combo box that lists all the vendor names
available. Select the maintenance vendor of your choice from the available list. If
the vendor is not listed, then click Add new link beside the combo box. The Add
New Vendor window pops up.
4. Enter the name of the vendor, description, and the name of the contact person in
the pop-up window.
5. Click Save. The added vendor is selected and is displayed in the combo box.
6. In the Support field below it, enter the details regarding the kind of support that
will be provided by the vendor to you.
Adding Attachments
The Contract Details section has a provision to add / delete attachments. You can
add files that are related to the contract and are necessary to be maintained and
referred to along with the contract information.
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To add attachments:
1. Click the Add / Remove Attachment link beside the Attachments label. The
Add/Edit attachment window is opened.
2. Click the Browse button to open the file selector window.
3. Select the file that you wish to add and click the Attach File button. The selected
file is added and is displayed in the same window just below the file selection
field. If you wish to add more than one file then repeat step 2 and 3 till you add
all the files that you want. The total size of the attachments should not
exceed 3 MB.
4. Click Done after attaching all the files.
Choosing the Assets Maintained
In the Contract Rules section, you need to choose the assets that are to be maintained
under this contract and mention the maintenance period and maintenance cost. To do
this:
1. From the Available Assets list, select the list of assets that you wish to apply
the contract for. Press Ctrl or Shift keys for multiple selection.
2. Click the assign button to move these assets to the Maintained Assets list.
These assets are covered under the above contract.
3. The Active period of the contract is a mandatory field where you need to enter
the From and To date of the contract period. Choose the dates from the calender
that can be invoked by clicking the icon.
4. Enter the maintenance cost in terms of $ in the Maintenance Cost field.
Enabling Notification
ServiceDesk enables you to be intimated about the contract expiry well ahead of the
expiry date. To enable notification and set the notification rules:
1. Select the check box beside Enable Notification. This displays the notification
rules information. Here you need to select the technician who needs to be notified
about the expiry of the contract and how many days before the expiry, the
notification needs to be sent.
2. From the User List, select the names of the technicians that you wish to notify.
3. Click the assign button to move them to the Notified User List.
4. In the Notify before field, enter the number of days before which you wish to
send the notification to all the selected technicians.
5. Click Save.
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Viewing a Contract
To view a contract and its details
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Contracts tab in the header pane. By default, the list of active
contracts is displayed. If you want to edit a contract detail of a contract that has
expired or that is about to expire, then from the View Contracts of status
combo box, select the corresponding filter option.
3. Click the Contract Name that you wish to view.
The Contract ID is a unique ID given to the contract during the time of its creation. This
is system generated and is used to identify and track the contract uniquely. The contract
details are grouped under three major heads: Contract Details, Contract Rules, and
Notification Rules. Based on the entries made in the contract during the time of its
creation, the details will be displayed in the respective section.
In the Contract Rules block, the assets that are maintained under the current contract
are displayed. These assets are hyperlinked to display their respective details. Click any
of the asset names to open the Edit Asset form. Here you can edit the required
information and update the same. To know more on editing assets, refer to the Editing
Asset Details section.
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Editing a Contract
To edit a contract
1. Log in to the ServiceDesk Plus application using your user name and password or
using admin login.
2. Click the Contracts tab in the header pane. By default, the list of Active
contracts is displayed. If you want to edit a contract detail of a contract that has
expired or that is about to expire, then from the View Contracts of status
combo box, select the corresponding filter option.
3. Click the Contract Name that you wish to edit.
4. In the view contract page, under the tasks block, click Edit Contract. The Edit
Contract form is displayed with the existing details of the contract. As the
contract ID is a system generated ID, it is not available in the edit contract form.
You can edit all the other details.
5. Once you are done with editing, click Update. If you entered wrong information
and want to know what the initial values were, then instead of Update, click
Reset.
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Renewing a Contract
To renew a contract
1. Log in to the ServiceDesk Plus application using your user name and password or
using admin login.
2. Click the Contracts tab in the header pane. By default, the list of Active
contracts is displayed. If you want to edit a contract detail of a contract that has
expired or that is about to expire, then from the View Contracts of status
combo box, select the corresponding filter option.
3. Click the Contract Name that you wish to renew.
4. In the view contract page, under the tasks block, click Renew Contract. The
Renew Contract form is displayed with the contract rules of the original
contract. As the contract ID is a system generated ID, it is not available in the
edit contract form. The contract name is appended with the word renewed. You
can edit the name but ensure that the contract name is unique and does not have
the old name.
5. Enter the Description for the contract.
6. Choose the maintenance vendor from the combo box. If the vendor is not listed,
then click Add new link beside the combo box. The Add New Vendor window
pops up.
7. Enter the name of the vendor, description, and the name of the contact person in
the pop-up window.
8. Click Save. The added vendor is selected and is displayed in the combo box.
9. If you have any information on the type of support, enter the same in the
Support text area.
10. If there are any documents that you wish to attach to the contract, click the Add
/ Remove Attachment link beside the Attachments label. The Add/Edit
attachment window is opened.
11. Click the Browse button to open the file selector window.
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12. Select the file that you wish to add and click the Attach File button. The selected
file is added and is displayed in the same window just below the file selection
field. If you wish to add more than one file then repeat step 2 and 3 till you add
all the files that you want. The total size of the attachments should not
exceed 3 MB.
13. Click Done after attaching all the files.
14. If you wish to add / remove the assets that are covered under the contract then
you can do so. From the Available Assets list, select the list of assets that you
wish to apply the contract for. Press Ctrl or Shift keys for multiple selection.
15. Click the assign >> button to move these assets to the Maintained Assets list.
These assets are covered under the above contract. To remove the assets, select
the assets in the Maintained Assets list and click the remove << button.
16. The Active period of the contract is a mandatory field where you need to enter
the From and To date of the contract period. Choose the dates from the calender
that can be invoked by clicking the icon.
17. Enter the maintenance cost in terms of $ in the Maintenance Cost field.
To enable notification
1. Select the check box beside Enable Notification. This displays the notification
rules information. Here you need to select the technician who needs to be notified
about the expiry of the contract and how many days before the expiry, the
notification needs to be sent.
2. From the User List, select the names of the technicians that you wish to notify.
3. Click the assign button to move them to the Notified User List.
4. In the Notify before field, enter the number of days before which you wish to
send the notification to all the selected technicians.
5. If you wish to notify other about the renewal, then select the check box, Notify
others about this contract renewal.
6. Select the check box, Disable all notifications for the old contract, to disable
notifications of the old contract.
7. Click Save.
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Printing a Contract
To print a contract
1. Log in to the ServiceDesk Plus application using your user name and password or
using admin login.
2. Click the Contracts tab in the header pane. By default, the list of Active
contracts is displayed. If you want to edit a contract detail of a contract that has
expired or that is about to expire, then from the View Contracts of status
combo box, select the corresponding filter option.
3. Click the Contract Name that you wish to print.
4. In the view contract page, under the tasks block, click Print Preview. The
contract details are displayed in a printable format in a pop-up window.
5. Click the Print button available at the top right corner of the Contract Print
Preview page. The default printer options are opened.
6. Set the required options and click OK. You can collect the printed copy of the
contract at the printer that is linked to your workstation.
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Viewing Contract Owner Details
By default, the owner of a contract is the person who enters the contract details into the
application.
To view the owner details
1. Log in to the ServiceDesk Plus application using your user name and password or
using admin login.
2. Click the Contracts tab in the header pane. By default, the list of Active
contracts is displayed. If you want to edit a contract detail of a contract that has
expired or that is about to expire, then from the View Contracts of status
combo box, select the corresponding filter option.
3. Click the Contract Name for which you want to know the owner and get the
owner's details.
4. In the View Contract page, click View Owner Details. A View Owner Details
pop-up window is opened.
5. Click Close to close the pop-up.
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E-mailing the Contract Owner
By default, the owner of a contract is the person who enters the contract details into the
application.
To send an e-mail to the owner
1. Log in to the ServiceDesk Plus application using your user name and password or
using admin login.
2. Click the Contracts tab in the header pane. By default, the list of Active
contracts is displayed. If you want to edit a contract detail of a contract that has
expired or that is about to expire, then from the View Contracts of status
combo box, select the corresponding filter option.
3. Click the Contract Name.
4. In the View Contract page, click Email the Owner. A Send Notification
window opens with the owner's e-mail ID in the To field. The subject reads as
Notification for Contract ID <number>.
5. If you wish to notify about the contents of the e-mail to anyone else also, then
enter their e-mail ID in the CC field.
6. Enter the e-mail content in the Description area.
7. Click Submit. A message is displayed saying that the e-mail has been sent
successfully.
8. Click Close.
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Notifying the Vendor
To notify the vendor:
1. Log in to the ServiceDesk Plus application using your user name and password or
using admin login.
2. Click the Contracts tab in the header pane. By default, the list of Active
contracts are displayed. If you want to edit a contract detail of a contract that has
expired or that is about to expire, then from the View Contracts of status
combo box, select the corresponding filter option.
3. Click the Contract Name.
4. In the View Contract page, click Notify the Vendor. A Send Notification
window opens with the vendor's e-mail ID in the To field. The subject reads as
Notification for Contract ID <number>.
5. If you want to send the same notification to anyone else, then add their e-mail ID
in the CC field.
6. Enter the e-mail content in the Description area.
7. Click Submit. A message is displayed saying that the e-mail has been sent
successfully.
8. Click Close.
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Searching Contracts
You can search for contracts with the Search in contracts option of the ServiceDesk Plus
application.
To search for contracts
1. Log in to the ServiceDesk Plus application using your user name and password or
using admin login.
2. In the search block, choose Contract from the Search in combo box. If you are
in contracts section, then by default, contract is selected.
3. In the Enter Keyword field, type in your search string.
4. Click Go or press the Enter key in your keyboard. The search result displays all
contracts that match the search string.
You can search for contracts based on the contract name, asset names added in the
contract, and owner of the contract.
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Solutions
The ManageEngine ServiceDesk Plus application provides a facility to record the solutions
to the received requests. The recorded solutions function as a knowledge base of
solutions. Thus, when you receive a request, refer to the recorded solutions and solve it.
This reduces the turnaround time in attending to the requests generated by the
requesters and closing the same.
All requesters and technicians who have permissions to view the solutions knowledge
base can access this section of the application. The ServiceDesk Plus administrator can
assign access privileges to the various technicians for the solutions section. This access
privilege can vary from just view only privilege to full control privilege. For setting the
access privileges to technicians, refer to the Configuring Technicians and Configuring
Roles sections.
You can access the solutions even without logging in to the application, but will be able
to view only those solutions that are published in the Self Service Portal. To access the
knowledge base directly without having to login to the application, type the URL provided
below in the address bar of the browser:
http://<server name>:<port number>/sd/SolutionsHome.sd
where, the <server name> is the name of the server where ServiceDesk Plus is installed
and <port number> is the port where the application is running.
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Adding a New Solution
The solutions module is a knowledge base with resolutions for various problems
encountered by your help desk team. It can have solutions grouped under various topics
for ease of locating the corresponding solution. You can add new solutions to the existing
knowledge base.
To add new solutions
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the New Solution link available below the tabs in the header pane or the
New Solution button in the Solutions home page that is displayed on clicking the
Solutions tab in the header pane. This opens the New Solution form. The title,
contents, and topic fields are mandatory fields.
3. Enter a title for the solution that you are adding. This can be a summary of the
complete solution in one line that will exactly tell what the solution is all about.
4. Now enter the complete solution in the Contents text field. If this solution
requires any additional files to support the article, then you can attach the same.
5. Click Attach a File button. The Add / Remove Attachment window pops up.
6. Click Browse.
7. Select the file(s) that you wish to attach to the article and click Open.
8. Click Attach. The files can be added one-by-one only.
9. Once you finish adding all the files, click Done. The files attached will be listed in
the Newly attached files field.
10. The topic field is a combo box that lists all the available topics and sub-topics.
Select the topic in which you wish to add the current solution.
11. The keywords are optional, but the presence of a keyword for the solution will
help in improving the search capability and will provide accurate search results.
While entering multiple keywords, separate them with comma.
12. To publish the solution in the self-service portal also, select the check box
Publish this solution in Self-Service Portal also.
13. Click Add. If you do not wish to add the solution then click Cancel.
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Editing a Solution
To edit a specific solution
1. Login to ServiceDesk Plus with your user name and password.
2. Click the Solutions tab in the header pane. The solutions home page has the
topics listed in the top band, Most Popular Solutions, and Most Recent
Solutions just below it. The most popular solutions block lists the solutions with
the most number of views in the descending order, that is, the most popular
solution on top. The most recent solutions block lists the solutions that have been
added recently with the most recent appearing on the top.
3. Click the topic, from the list of the topics, in which the solution you wish to edit is
available. All the solutions available under that topic are listed.
4. Click the Edit link available beside the solution title name or open the solution by
clicking the title and click the Edit link available at the top right corner, just
below the topic listing in the solution description page.
5. In the Edit Solutions page, make the necessary modifications. The title,
contents, and the topic under which you wish to place the solution are mandatory
fields. You can also add more attachments or delete existing ones.
6. Click Save. If you want to drop the modifications made, click Reset. If you do
not want to save the changes and get back to the solutions listing, click Cancel.
Alternatively, to open the solution that you wish to edit, type the solution title in the
keyword field of the search block and click Go or press the Enter key. The solutions
matching the search string will be listed, from which you can choose the solution and
edit the same.
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Deleting a Solution
To delete a specific solution
1. Login to ServiceDesk Plus with your user name and password.
2. Click the Solutions tab in the header pane. The solutions home page has the
topics listed in the top band, Most Popular Solutions, and Most Recent
Solutions just below it. The most popular solutions block lists the solutions with
the most number of views in the descending order, that is, the most popular
solution on top. The most recent solutions block lists the solutions that have been
added recently with the most recent appearing on the top.
3. Click the topic in which the solution you wish to delete is available. All the
solutions available under that topic are listed. Alternatively, you can also search
for the solution using the Search in Solutions feature.
4. Click the Delete link available beside the solution title name. A confirmation
dialog opens.
5. To continue deleting, click OK; or else, click Cancel.
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Search in Solutions
ManageEngine ServiceDesk Plus allows you to search for solutions using its Search in
Solutions option.
To search for solutions
1. Log in to the ServiceDesk Plus application using your user name and password.
2. In the search block, choose Solutions from the Search in combo box.
3. In the Enter Keyword field, type in your search string.
4. Click Go or press the Enter key in your keyboard. The search results display all
the solutions that match the search string.
If you were in the solutions page, then the Search in combo box will have Solutions
selected by default. It is just enough if you type in your search string and click Go.
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Browsing Solutions by Topic
To browse solutions under individual topics
1. Log in to ServiceDesk Plus application using your user name and password.
2. Click the Solutions tab in the header pane.
3. The Solutions home page is displayed, where you can see the various topics and
their subtopics. Only the first level subtopics are displayed separated by comma.
If the number of subtopics are more, then they are truncated with ... symbol.
4. To view all the subtopics, click the topic name and browse.
Alternatively, you can view the solutions by selecting a topic from the combo box
available on the top right corner of the Browsing - All Topics block. All the solutions
available in that topic are listed in the resulting page.
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Managing Topics
You can add new topics, rename an existing topic, and move topics and subtopics to a
different parent topic. This provides you the ability to organize your solutions in a logical
manner that would meet your organization's needs.
To manage topics
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click the Solutions tab in the header pane.
3. In the Actions block, click Manage Topics or click Manage Topics button
available in the Solutions home page just above the Browsing block. The
manage topics page is displayed with the available topics and their subtopics
listed in the hierarchy. From here you can add, rename, move, and delete topics.
Adding a New Topic
To add a new topic
1. In the Manage Topics page, click the Add New Topic button. The add new
topic form is displayed just above the available topics list with the Topic Name
and the list of parent topics as the two fields. If there are no topics available then
the Choose a parent topic field will have the /Topic Root alone.
2. Enter the name of the topic in the Topic Name field and choose the parent topic
under which you want to place the new topic. For example, if you want to add the
new topic as a main level topic, choose /Topic Root as the parent topic. Or else,
choose any other topic as the parent topic.
3. Click Add. The topic is added as subtopic to the parent that you chose and is
displayed in the available topics list. A message is displayed stating that the new
topic is added successfully.
Renaming a Topic
To rename a topic
1. In the Manage Topics page, click the Rename link in the row of the topic that
you wish to rename. The Rename topic form is opened.
2. Type the new name for the topic in the topic name field.
3. Click Save.
The changes made to the topic name are displayed in the available topics list and a
message is displayed above the list.
Moving a Topic
To move a topic to a different parent
1. In the Manage Topics page, click the Change Parent link in the row of the
topic that you wish to move. The Change Parent Topic form is displayed. In the
Choose the parent topic text box, by default, the current parent topic of the
topic that is to be moved is selected.
2. Select the new parent topic.
3. Click Save. If you do not want to move the topic to a different parent topic, then
click Cancel.
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Note: You cannot move a topic as a subtopic to its current child topic itself.
Deleting a Topic
To delete a topic
1. In the Manage Topics page, click the Delete link in the row of the topic that you
wish to delete. A confirmation page opens.
2. Click Confirm to delete the topic or click Cancel to retain the topic. If you click
Confirm, then the topic is deleted and a message is displayed stating that the
topic is deleted.
When a topic is deleted, by default, the solutions present under the topic are also
deleted and if there are any subtopics, then these are moved to the /Topics Root. You
can later choose to move the topics as child topics to other parent topics. But if you want
to override the default actions performed during the delete operation, move the
subtopics of the topic which you plan to delete, under a different parent topic of your
choice. Also, if you do not wish to delete the solutions that are available under the topic
to be deleted, then you can move the solutions to other topics. For this, when you click
the Delete link and are led to the confirmation page,
1. Select the check box below the first point. This opens the topic list box, and
enables you to move the reference of the solutions of the topic to a different
parent topic of your choice.
2. Select the parent topic of your choice from the list box.
3. To move the subtopics to a different parent topic, select the check box below the
second point in the confirmation page.
4. In the topic list box, select the parent topic of your choice under which the
subtopics of the current parent topic that is being deleted can be moved.
5. Click Confirm.
This deletes the topic after moving the solutions and subtopics from the deleted topic to
the parent topic you selected.
Note: You cannot move a subtopic of the topic that is going to be deleted,
as a subtopic to another child topic of the same parent topic which is going
to be deleted.
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Configurations
In ManageEngine ServiceDesk Plus, all types of application configurations are grouped
under Admin. To access the various configuration options, log in to the application using
the user name and password of an admin user and click the Admin tab in the header
pane. If this is your first login after installing the ServiceDesk Plus application, then by
default, configuration wizard is opened, and the screen displayed would be as below:
To proceed with the configurations, follow the instructions provided in the configuration
wizard. There are some default values given for various configurations. If you do not
require these values, you can delete them and add your own values to suit your needs
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either in the wizard itself or at a later time by visiting the corresponding configuration
group.
You can exit the configuration wizard at any time. Clicking the Exit button closes the
configuration wizard and takes you straightaway to the Admin Home page, where you
can perform all the configurations. The Admin page looks as shown below:
The various configurations are grouped under the following major heads:
•
Helpdesk Configurations
•
Asset Management
•
User Management
•
User Survey
•
General Settings
Each of these configurations is explained in details in the following sections.
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Helpdesk Configurations
Various helpdesk related configurations need to be performed by the admin user, before
the ServiceDesk Plus request module can be opened for real time functioning of fetching
the IT help desk mails and tracking the same. The following helpdesk configurations
need to be made for the new request form to capture meaningful information that can
help the technicians solve the reported issue faster:
1. Request category
2. Request Status
3. Request level
4. Request mode
5. Request priority
6. The default request settings/values for the request form
7. Adding user defined fields that need to appear in the new request form, so as to
collect information very specific to your organization
There are other configuration that need be done are:
1. Mail Server settings
2. Organization details
3. Operational hours of the organization
4. Holidays
5. Organizational Locations
6. Departments
7. Service Level Agreements
8. Notification Rules
To access the helpdesk configurations:
1. Login to the ServiceDesk Plus application with the Username and Password of a
ServiceDesk Plus Administrator.
2. Click the Admin tab in the header pane.
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Request Form Customizer
The new request form can be configured to suit the needs of your organization. It is
highly customizable. You can add your own values to be set for the category of the
request, priority of the request, level of request, and mode of the request. These will
already have some default values in them. If you do not wish to have these then you can
delete them and add new values or edit them to suit your needs. You can also add your
own custom fields which will be available in the form. These custom fields can be of
three types: text field, numeric field, and date field. You can use these to collect
organization specific information for getting a better and clearer idea about the reported
issue. Finally you can set the default values for the request form fields so that creating
and submitting a new request if made easier. The subsequent sections of the document
explain in detail the various customizations and configurations that can be done in the
request form.
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Configuring Category
The requests can be grouped under proper categories. For example, a request to install
Adobe Photoshop can be put under the Software request category. Similarly, if there is
some problem in the functioning of the mouse, it can be included in the Hardware
request category. Depending on the need of your organization, you can create various
such categories. These categories, will be listed in the drop-down menu in the New
Request form.
To open the category configuration page
1. Log in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
3. In the Helpdesk block, click the Request Form Customizer icon
. The next
page displays the list of request form attributes that can be customized on the
left menu and the category list page. You can add, edit, or delete categories.
Add Category
To add a request category
1. Click the Add New Category link available at the right top corner of the
category list page.
2. In the Add Category form, enter the Category Name.
3. Select the parent category to which you wish to add the category. If you want it
at the first level, then choose Category Root. Otherwise you need to select the
category name for which you want this to be a sub-category.
4. If you wish, you can enter the category Description and also assign the default
Technician who will be handling the requests submitted in the specified
category. Please note that you cannot create two categories with the same
Category Name.
5. Click Save. The new category is added.
If you want to add more than one category, then instead of clicking Save, click Save
and add new button. This adds the new category and reopens the add category form.
At any point, if you decide not to add the new category, then click Cancel to get back to
the category list. Clicking the View List link on the top right corner of the add category
form will also take you to the category list view.
If a particular Category has a default technician associated to it, then when that category
is chosen in the request form, the corresponding technician will be selected in the
technician field of the New Request form.
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Edit Category
To edit an existing category
1. In the Category List page, click the edit icon
you wish to edit.
beside the category name that
2. In the Edit Category form, you can modify the name of the category, the parent
category to which it belongs to, description, and the default technician assigned
to the category.
3. Click Save to save the changes. At any point, if you wish to cancel the operation
that you are performing, click Cancel.
Even while editing a category, if you wish to add a new category, then click Save and
add new button instead of clicking Save button after making the changes.
Delete Category
1. In the Category List page, click the delete icon beside the category name that
you wish to delete. A confirmation dialog appears.
2. Click OK to proceed with the deletion. If you do not want to delete the category,
then click Cancel.
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Configuring Status
The requests that are received in ServiceDesk Plus will be taken up by the technicians
and will be in various stages of completions. For ease of managing the requests and to
know the status in which each of the received requests are in, ServiceDesk Plus allows
you to create various request status under which you can group requests. These status
can either be In Progress or Closed. While creating a status, you can also choose to
stop the request timer for the status that is being created. Depending on the need of
your organization, you can create various such status, which will be listed in the status
drop-down menu in the New Request form.
To open the status configuration page
1. Log in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
. The next
3. In the Helpdesk block, click the Request Form Customizer icon
page displays the list of request form attributes that can be customized on the
left menu and the category list page.
4. Click Status from the left menu, or click the Next button on the top of the
category list page. The Status List page is displayed. You can add, edit, or delete
the request status.
Add Status
To add a request status
1. Click the Add New Status link available at the right top corner of the Status list
page.
2. In the Add Status form, enter the name of the status in the Name field.
3. Select the Type to which the status belongs. The status type allows you to
identify the whether the status that you are adding is still in progress and hence
should be a part of the open requests or should be moved to the closed requests.
If the added status requires the timer of the request to be stopped, then you
need to set the check box Stop timer.
4. If you wish, you can enter the status Description. Please note that you cannot
create two status with the same Status Name.
5. Click Save. The new status is added.
If you want to add more than one status, then instead of clicking Save, click Save and
add new button. This adds the new status and reopens the add status form.
At any point, if you decide not to add the new status, then click Cancel to get back to
the status list. Clicking the View List link on the top right corner of the add status form
will also take you to the status list view.
Edit Status
To edit an existing status
1. In the Status List page, click the edit icon
wish to edit.
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2. In the Edit Status form, you can modify the name of the status.
3. If the status belongs to the In Progress type, then you can choose to stop or start
timer. If the request status belongs to the completed type then you cannot edit
the type of the request status.
4. If you wish you can edit the Description of the status.
5. Click Save to save the changes. At any point, if you wish to cancel the operation
that you are performing, click Cancel.
Even while editing a status, if you wish to add a new status, then click Save and add
new button instead of clicking Save button after making the changes.
Delete Status
1. In the Status List page, click the delete icon
wish to delete. A confirmation dialog appears.
beside the status name that you
2. Click OK to proceed with the deletion. If you do not want to delete the status,
then click Cancel.
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Configuring Level
Request level is a measure to indicate the complexity of a request. For example, if the
received request just has some information and does not require any action to be taken,
then it can be classified as Level 1. If there is a minor level action, such as providing the
requester some tips to resolve the issue, then it can be classified as Level 2, and so on.
To open the request level configuration page
1. Login to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
. The next
3. In the Helpdesk block, click the Request Form Customizer icon
page displays the list of request form attributes that can be customized on the
left menu and the category list page.
4. Click Level from the left menu. The Level List page is displayed. You can add,
edit, or delete the request levels.
Add Level
To add a request level
1. In the Level List page, click Add New Level link at the top right corner.
2. In the Add Level form, enter the level Name. If you want, you can enter the
level Description also. Please note that you cannot add two levels with the same
name. Each level needs to be unique.
3. Click Save. The new level gets added to the already existing list.
If you want to add more than one level, then instead of clicking Save, click Save and
add new button. This adds the new level and reopens the add level form.
At any point, if you decide not to add the new level, then click Cancel to get back to the
level list. Clicking the View List link on the top right corner of the add level form will
also take you to the level list view.
Edit Level
To edit an existing level
1. In the Level List page, click the edit icon
to edit.
beside the level name that you wish
2. In the Edit Level form, you can modify the name and description of the level.
3. Click Save to save the changes. At any point, if you wish to cancel the operation
that you are performing, click Cancel.
Even while editing a level, if you wish to add new level, then click Save and add new
button instead of clicking Save button after making the changes.
Delete Level
1. In the Level List page, click the delete icon beside the level name that you
wish to delete. A confirmation dialog appears.
2. Click OK to proceed with the deletion. If you do not want to delete the level, then
click Cancel.
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Configuring Mode
There are different modes of submitting a request to the IT help desk team. ServiceDesk
Plus provides you the option of submitting the request through an online form. Instead,
a requester can call up the IT help desk agent and inform him/her regarding an issue
faced, where the help desk agent will ensure to log the details discussed over the phone
call through the web-based form. The other mode by which you can submit a request is
by sending a mail to the IT help desk team. The IT help desk will then log the details of
the mail through the web-based form in the ServiceDesk Plus application. If there are
other methods of reporting a request to the IT help desk team in your organization, you
can add the corresponding mode. To open the mode configuration page
1. Login to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
. The next
3. In the Helpdesk block, click the Request Form Customizer icon
page displays the list of request form attributes that can be customized on the
left menu and the category list page.
4. Click Mode from the left menu. The Mode List page is displayed. You can add,
edit, or delete the request mode.
Add Mode
To add a request mode
1. In the Mode List page, click Add New Mode link at the top right corner.
2. In the Add Mode form, enter the Mode Name. If you want, you can enter the
mode Description also. Please note that each Mode Name needs to be unique.
3. Click Save. The new mode gets added to the already existing list.
If you want to add more than one mode, then instead of clicking Save, click Save and
add new button. This adds the new mode and reopens the add mode form.
At any point, if you decide not to add the new mode, then click Cancel to get back to
the mode list. Clicking the View List link on the top right corner of the add mode form
will also take you to the mode list view.
Edit Mode
To edit an existing mode
1. In the Mode List page, click the edit icon
to edit.
beside the mode name that you wish
2. In the Edit Mode form, you can modify the name and description of the mode.
3. Click Save to save the changes. At any point, if you wish to cancel the operation
that you are performing, click Cancel.
Even while editing a mode, if you wish to add new mode, then click Save and add new
button instead of clicking Save button after making the changes.
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Delete Mode
1. In the Mode List page, click the delete icon beside the mode name that you
wish to delete. A confirmation dialog appears.
2. Click OK to proceed with the deletion. If you do not want to delete the mode,
then click Cancel.
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Configuring Priority
Priority of a request defines the intensity or importance of the request. To open the
request priority configuration page
1. Login to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
. The next
3. In the Helpdesk block, click the Request Form Customizer icon
page displays the list of request form attributes that can be customized on the
left menu and the category list page.
4. Click Priority from the left menu. The next page displays the available list of
priorities. You can add, edit, or delete the request priorities.
Add Priority
To add a request priority
1. In the Priority List page, click the Add New Priority link at the top right
corner.
2. In the Add Priority form, enter the Priority Name and Priority Order. These
two are mandatory fields and cannot have duplicate values. If you wish, you can
enter the priority Description also.
3. Click Add. The new priority is added to the already existing list. At any point you
wish to cancel the operation that you are performing, click Cancel.
Priority order is a number that is associated with the priority name. This defines the
order in which the request received by the IT help desk team is to be handled. The
requests that have a higher priority order are taken first before the other requests with
lower priority are attended to.
If you want to add more than one priority, then instead of clicking Save, click Save and
add new button. This adds the new priority and reopens the add priority form.
At any point, if you decide not to add the new priority, then click Cancel to get back to
the priority list. Clicking the View List link on the top right corner of the add priority
form will also take you to the priority list view.
Edit Priority
To edit an existing priority
1. In the Priority List page, click the edit icon
wish to edit.
beside the priority name that you
2. In the Edit Priority form, edit the fields you want to change.
3. Click Save to save the changes. At any point, if you wish to cancel the operation
that you are performing, click Cancel.
Even while editing a priority, if you wish to add a new priority, then click Save and add
new button instead of clicking Save button after making the changes.
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Delete Priority
1. In the Priority List page, click the delete icon beside the priority name that
you wish to delete. A confirmation dialog appears.
2. Click OK to proceed with the deletion. If you do not want to delete the priority,
then click Cancel.
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Configuring Request Settings
You can set the default values for each of the configuration parameters available in
ServiceDesk Plus application for the ServiceDesk Plus request form. These default
configurations, once set, will be reflected in the new request form as default values. The
requester can change the values while submitting the request. These settings can be
changed/modified any time. To configure the request settings
1. Login to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
. The next
3. In the Helpdesk block, click the Request Form Customizer icon
page displays the list of request form attributes that can be customized on the
left menu and the category list page.
4. Click Request Default Values from the left menu. The Request Default
Values page is displayed. You can set the default values for the request
category, level, mode, and priority.
5. From the Default Category combo box select the default category value which
you wish to set for every new request. Similarly, choose the values of your choice
from each of the combo boxes for the default request level, mode, and priority.
6. You can also restrict the list of workstations displayed in the workstation combo
box in the new request form of the self-service portal. This list can be set such
that only workstations associated with the particular requester posting the
request are displayed. To do this, select the check box beside the label, Show
workstations associated to requester in Self-Service Portal.
7. Click Save. This saves the request default settings.
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Configuring Additional Fields
Sometimes you may want to capture some additional details about an organization, for
which, you need additional fields apart from the default fields in the New Request form.
You can add your own fields using the Additional Fields configuration.
1. Log in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
. The next
3. In the Helpdesk block, click the Request Form Customizer icon
page displays the list of request form attributes that can be customized on the
left menu and the category list page.
4. Click Request -Additional Fields from the left menu. The next page is a form
that allows you to add the field labels and description of the field. You can add
three types of fields in the form: text, numeric, and date/time. These three fields
are available in three tabs as shown below:
The default tab selected is Text.
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5. To add the text fields, enter the label name in the form fields below the Label
heading. If required, enter the description for the field.
6. You can choose the type of text field that you wish to add by selecting the radio
buttons. A Single-line text field allows you to add just a text field. The Multi-line
text field allows you to add a text box where a lengthy description can be added.
A Pick List allows you to add a list menu from which you can select. In all the
three cases, you can add default values for the text field in the space provided for
the same.
7. To add items for the pick list, enter the value in the text filed and click Add Item.
The value will get added to the list below. To select the default selected value of
the list, click on the value in the list.
8. To add numeric fields, click the Numeric tab and then enter the label name in
the form fields provided.
9. To add Date/Time fields, click the Date/Time tab and enter the required details.
10. Click Save. A message is displayed saying that the additional field is successfully
created.
The new custom fields that you have added will appear in the New Request form under
the Additional Request Details block.
To delete the user-defined fields, follow the above steps till the 4th step. Then, delete
the label names you wish to remove and the default entries made for them, and click
Save. The respective fields that you deleted will be removed from the New Request
form.
You can also preview your new request form by clicking the Request Preview link in
the left menu.
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Configuring Mail Server Settings
ServiceDesk Plus allows you to configure the incoming e-mail settings and the outgoing
e-mail settings such that it fetches the mails that are sent to the IT help desk team and
sends notifications/feedback to the technicians, requesters, and vendors. ServiceDesk
Plus Mail Server Settings enables you to do it.
Incoming Mail Settings
To configure the incoming e-mail settings
1. Log-in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
. The Mail
3. In the Helpdesk block, click the Mail Server Settings icon
Server Settings page displayed will be as shown in the figure, with the incoming
e-mail settings tab selected by default:
4. All the fields marked * are mandatory fields. Enter the server name, user name,
password, e-mail address, port, and the time interval in which the mail needs to
be fetched periodically. The time period is in minutes. The e-mail type is a combo
box from which you need to select the value.
5. Click Save. On successful connection to the server, the success message is
displayed and the UI changes as below:
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To start fetching the mails, click the Start Fetching button. Once the mail fetching is
started, the Save button in the incoming mail server settings is disabled. If you wish to
change any of the settings, then you need to stop mail fetching, make the changes, save
them and then restart the mail fetching.
Outgoing Mail Settings
To configure the outgoing mail settings
1. In the Email Settings page, click the Outgoing tab. The outgoing mail settings
form is displayed as above.
2. Enter the outgoing mail server name / IP address, reply-to e-mail address, and
port. These three are the mandatory fields.
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3. If there is an alternate server, then enter its name in the Alternate Server
Name / IP Address field.
4. Enter the name of the sender in the Sender's Name field.
5. Choose the e-mail type, which is usually SMTP. The Port associated to SMTP is 25
by default.
6. If your SMTP server for outgoing mails require authentication, then select the
check box Requires Authentication.
7. Enter the User Name and Password in the respective fields.
8. Click Save.
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Configuring Organization Details
You can configure your organization's details in the ServiceDesk Plus application. This
information will be used in various cases. To configure your organization's details
1. Login to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
3. In the Helpdesk block, click the Organization icon
Details form is displayed.
. The Organization
4. Enter the Name of your organization. You cannot leave the name field empty.
The other fields can be empty. But if you have the required information, then
enter them as explained in the following steps.
5. The description field can contain information about what your organization
specializes.
6. The next block collects the address of your organization. Enter the address
details in the relevant fields, such as address, city, postal code, state, and
country.
7. If you have a common contact e-mail ID, then enter the same in the E-mail ID
field.
8. Enter the phone and fax number, and the URL of your company's web site.
9. You can import the company logo and use that in places where the organization
details are being used.
1. Click Import Image button beside the Company Logo field.
2. Click the Browse button and choose the image file from the file chooser
window and click Open.
3. Click Import.
10. By default, the Use this image check box is enabled. If you do not wish to use
this image, then disable the check box.
11. Click Save.
At a later time, if you wish to edit the information that you entered now, you can do so
by following the same procedure explained above.
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Configuring the Operational Hours
You can set the operational hours of your organization. The operational hours that you
configure is used while calculating the request due by date and time. To set the
organization's operational hours
1. Login to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
3. In the Helpdesk block, click the Operational Hours icon
Hours form is displayed.
. The Operational
4. In the above form, set the Start Time and End Time. This specifies the working
hours of your organization. If your organization works 24 hours, then select the
Round the clock Operational hours (24 hours) radio button.
5. Now, select the days that your organization works by selecting the check boxes
provided beside the days of the week.
6. Click Save. At any point if you wish not to modify the operational hours, then
click Reset.
If you have already set the operational hours and now you wish to modify the same, you
still need to follow the same procedure as specified above. But in this case, when you
click Operational Hours from the Admin Home page, it will open the Operational
Hours form with the details that have been set earlier. You can make the necessary
modifications and then click on Save.
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Configuring Holidays
You can set your organizational annual holidays in the ManageEngine ServiceDesk Plus
application using the Holidays option available in the Admin page. This has the list of
holidays during which the firm would remain closed and is exclusive of the weekends
when the firm does not function. The holiday list is also used while calculating the dueby-time of a request. To open the holiday configuration page
1. Log-in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
3. In the Helpdesk block, click the Holidays icon . The next page displays the
available list of holidays. You can add, edit, or delete holidays.
Add Holidays
To add holidays
1. Click Add New Holiday link available at the top right corner of the holiday list
page.
2. In the Add Holiday form, there is a Date field where you can select the date
. This is a mandatory field and needs to be selected. If
using the calender
required, you can provide a corresponding description about the holiday.
3. Click Save.
If you want to add more than one holiday, then click Save and add new, instead of
clicking Save. This adds the holiday and reopens the add holiday form for you to add
more holidays.
At any point, if you do not wish to add the holiday and would like to get back to the
holiday list, click Cancel. Clicking the View List link on the top right corner of the add
holiday form will also take you to the holiday list view.
Edit Holidays
1. In the Holiday List page, click the edit icon
wish to edit.
beside the holiday Date that you
2. In the Edit Holiday form, you can modify the date and description of the holiday.
3. Click Save to save the changes. At any point, if you wish to cancel the operation
that you are performing, click Cancel.
Even while editing a holiday, if you wish to add another new holiday, then click Save
and add new button instead of clicking Save button after making the changes.
Delete Holidays
1. In the Holiday List page, click the delete icon beside the holiday Date that
you wish to delete. A confirmation dialog appears.
2. Click OK to proceed with the deletion. If you do not want to delete the holiday,
then click Cancel.
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Configuring Organizational Locations
Organizations can have various branches to handle various specialized activities. Such
branches can be located at different locations and data from each of these branches
need to be maintained in the same place. You can configure the various locations of your
branches in the ServiceDesk Plus application. To open the organization locations
configuration page
1. Login to the ServiceDesk Plus application using user name and password of an
admin user.
2. Click the Admin tab in the header pane.
3. In the Helpdesk block, click the Locations icon . The next page displays the
available list of locations. You can add, edit, or delete locations.
Add Location
To add a new location
1. Click Add New Location link available at the top right corner of the location list
page.
2. In the Add Location form, enter the Location Name. This field cannot be
empty. If required, you can provide a corresponding description about the
location. This can be a brief write-up about the core activities being taken up by
that branch.
3. Click Save.
If you want to add more than one location, then click Save and add new, instead of
clicking Save. This adds the location and reopens the add location form for you to add
more locations.
At any point, if you do not wish to add the location and would like to get back to the
location list, click Cancel. Clicking the View List link on the top right corner of the add
location form will also take you to the location list view.
Edit a Location
To edit an already existing location
1. In the Location List page, click the edit icon
you wish to edit.
beside the Location Name that
2. In the Edit Location form, modify the location name and its description.
3. Click Save to save the changes. At any point, if you wish to cancel the operation
that you are performing, click Cancel.
Even while editing a location, if you wish to add another new location, then click Save
and add new button instead of clicking Save button after making the changes.
Delete Locations
1. In the Location List page, click the delete icon beside the Location Name
that you wish to delete. A confirmation dialog appears.
2. Click OK to proceed with the deletion. If you do not want to delete the location,
then click Cancel.
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Configuring Organizational Departments
There can be various departments in an organization and each of these departments
have a group of employees in them. These employees will own various resources of the
organization. In ServiceDesk Plus you can add, edit, or delete the various departments
of your organization. These departments are used while adding requesters and
technicians; each requester will be associated to a particular department of the
organization. To open the department configurations
1. Login to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
. The next page displays
3. In the Helpdesk block, click the Departments icon
the available list of departments. You can add, edit, or delete departments.
Add Department
To add a department
1. Click Add New Department link available at the top right corner of the
department list page.
2. In the Add Department form, enter the Department Name. This field cannot
be empty. If required, you can provide a corresponding description about the
department. Also choose the location of the department.
3. Click Save.
If you want to add more than one department, then click Save and add new, instead of
clicking Save. This adds the department and reopens the add department form.
At any point, if you do not wish to add the department and would like to get back to the
department list from the add department form, click Cancel. Clicking the View List link
on the top right corner of the add department form will also take you to the department
list view.
Edit Department
To edit an existing department
1. In the Department List page, click the edit icon
Name that you wish to edit.
beside the Department
2. In the Edit Department form, you can modify the department name, its
description, and location.
3. Click Save to save the changes. At any point, if you wish to cancel the operation
that you are performing, click Cancel.
Even while editing a department, if you wish to add another new department, then click
Save and add new button instead of clicking Save button after making the changes.
Delete Departments
1. In the Department List page, click the delete icon beside the Department
Name that you wish to delete. A confirmation dialog appears.
2. Click OK to proceed with the deletion. If you do not want to delete the
department, then click Cancel.
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Configuring Service Level Agreements
You can have service level agreements (SLAs) defined for intra-organization service
provided by the IT help desk team. These SLAs help evaluating the efficiency,
effectiveness, and responsiveness of your help desk team. The SLAs can be defined for
each individual, or departments, or workstations. When requests from any of the three
that are governed by an SLA is received by the application, the priority is automatically
set based on the SLA rules. Also, if the request is not resolved within the time
specifications of the SLA, then you can set the escalation rules also. To open the SLA
configurations page
1. Login to the ServiceDesk Plus application with admin username and password.
2. Click the Admin tab in the header pane.
3. In the Helpdesk block, click the Service Level Agreement icon . The
resulting page will display the available list of SLAs. You can add, edit, or delete
SLAs.
Add New Service Level Agreement
To add an SLA
1. Click Add New SLA link available at the top right corner of the SLA list page.
2. In the Add SLA form, enter the SLA Name. This field cannot be empty.
3. If required, you can provide a corresponding description for the SLA.
4. In the SLA rules block set the rules and criteria for the SLA. By default, the radio
button Match ALL of the following is selected. If you do not want all of them
to be checked but if it is enough if any one of the rules are matched, then select
the radio button Match ANY of the following.
5. Now, set the criteria by selecting from the Select Criteria combo box, and then
choose the individual values that need to be matched by clicking on the choose
button. This will open the values from the database for that particular parent
criteria that you chose from the combo box. Choose the values you want and click
Select. For example, if you want to match the requester name John, then select
Requester Name in the combo box. Now click Choose button, to open the list of
requesters in a pop-up window. Select the requester name from the list and click
Select. For multiple selection, press Shift or Ctrl key while selecting the names.
The selected names will appear in the text field just before the choose button.
6. Click Add to Rules to add the defined rule to the Rules Set.
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7. Set the Resolution Time. If you want this duration to override the operational
hours, the select the check box beside Should be resolved irrespective of
operational hours. By selecting this, you will be overriding the operational
hours of your organization and the due by time will be calculated from the
creation time without taking into consideration the holidays and operational
hours.
8. If the request is not resolved within the specified resolution time, then you can
set the escalation levels for notification. If you want to set the escalation levels,
then select the check box available beside the Enable Level 1 notification. The
level 1 notification expands.
9. Click Choose button to open the list of available technician names in a pop-up
window.
10. Choose the list of technicians to whom the escalation notification needs to be
sent, and click Select.
11. Set the time after which the escalation must be done. Similarly, you can set 4
levels of escalations.
12. Click Save once you are done with all the above.
If you want to add more than one SLA, then click Save and add new, instead of clicking
Save. This adds the SLA and reopens the add SLA form.
At any point, if you do not wish to add the SLA and would like to get back to the SLA list
from the add SLA form, click Cancel. Clicking the View List link on the top right corner
of the add SLA form will also take you to the SLA list view.
The SLAs escalations are enabled by default. If you want to disable SLA escalations, click
the Disable Escalation button in the SLA List view.
Edit Service Level Agreement
To edit an existing SLA
1. In the SLA List page, click the edit icon
edit.
beside the SLA Name that you wish to
2. In the Edit SLA form, you can modify all the fields mentioned in the add SLA
form.
3. To edit the Rules Set, click the edit icon beside the individual rule. The
respective selection window is opened in a separate pop-up. You can choose more
values or remove a few values by deselecting them.
4. You can also delete a rule completely. To delete a rule, click the delete
icon beside the individual rule.
5. In the escalations, you can add or remove technician names from the Escalate
to text field. Click Choose button and in the pop-up select or deselect names.
6. Click Save to save the changes performed. At any point you wish to cancel the
operation that you are performing, click Cancel.
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Even while editing an SLA, if you wish to add another new SLA, then click Save and add
new button instead of clicking Save button after making the changes.
Delete Service Level Agreement
1. In the SLA List page, click the delete icon
to delete. A confirmation dialog is opened.
beside the SLA Name that you wish
2. Click OK to proceed with the deletion. If you do not want to delete the SLA, then
click Cancel.
Organize Service Level Agreements
You can organize the SLA to appear in a particular order in the list view by following the
steps below:
1. Click Organize SLA link available above the list of SLAs in the SLA List view. A
pop-up window is opened with the list of available SLAs in the order that is
appearing the list view.
2. Select an SLA, and click Move up or Move Down button beside the list.
3. Click Save.
Organizing the SLAs decide the order in which the SLA is applied on the incoming
request.
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Configuring Queues
Request Queues denote the temporary location where the various incoming requests can
be categorized and grouped till a technician can pick up or the request is assigned to a
specific technician by the help desk administrator. Each queue can have a group of
technicians incharge of handling the requests pertaining to that queue. You can configure
these queues in such a way that notifications can be sent to technician group who belong
to the queue regarding a new request creation. These queues, will be listed in the dropdown menu in the New Request form.
To open the queue configuration page
1. Log in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
3. In the Helpdesk block, click the Queues icon
queues.
. You can add, edit, or delete
Add Queue
To add a request queue
1. Click the Add New Queue link available at the right top corner of the Queue list
page.
2. In the Add Queue form, enter the queue name in the Name field.
3. Select the technicians that you wish to group under this queue from the
Available Technicians list box and click >> button to move them to
Technicians interested in this queue.
4. You can choose the technicians of the queue to whom you wish to notify for a
new request creation in the queue. To do this select the check box Send
notification to queue technician(s) when a new request is added to this
queue. This drops down the technician selection field.
5. Click Choose button to open the List of Queue Technician pop-up window.
6. Select the technicians whom to wish to notify and click OK.
7. To choose the technicians to send notification for unpicked requests in the queue,
select the check box Send notification to technician(s) when a request in
this queue is left unpicked. This drops down the technician selection field and
time period configuration after which the notification will be sent.
8. Click Choose button to open the complete list of technicians available in your
help desk.
9. Select the technicians from the list box and click OK. The technicians get listed in
the field provided.
10. Enter the time period, from the creation of the request in queue, after which the
notification of unpicked requests will be sent to the selected technicians.
11. If you wish to describe the queue in detail enter the same in the Description
text box.
12. Click Save. The new queue is added.
If you want to add more than one queue, then instead of clicking Save, click Save and
add new button. This adds the new queue and reopens the add queue form.
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At any point, if you decide not to add the new queue, then click Cancel to get back to
the queue list. Clicking the View List link on the top right corner of the add queue form
will also take you to the queue list view.
Note: Enabling the check boxes while adding queue does not ensure that
the notification will be sent. This setting is just to choose the technicians to
whom the notification needs to be sent and the time frame after which the
unpicked request notification is to be sent. To actually send the notification,
you need to enable the corresponding setting under the Notification Rules
under the Admin tasks, which are:
1. Notify queue technician by mail when request is added to queue.
2. Notify technician by mail when request is unpicked in queue.
Edit Queue
To edit an existing queue
1. In the Queue List page, click the edit icon
wish to edit.
beside the queue name that you
2. In the Edit Queue form, you can modify the name of the queue, the technicians
belonging to the queues, the notification settings, and description.
3. Click Save to save the changes. At any point, if you wish to cancel the operation
that you are performing, click Cancel.
Even while editing a queue, if you wish to add a new queue, then click Save and add
new button instead of clicking Save button after making the changes.
Delete Queue
1. In the Queue List page, click the delete icon
wish to delete. A confirmation dialog appears.
beside the queue name that you
2. Click OK to proceed with the deletion. If you do not want to delete the queue,
then click Cancel.
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Configuring Business Rules
You can define Business rules that will enable you to organize the incoming requests
(form and e-mail) and perform any action ranging from delivering them to queues, to
assigning status and other parameters of the requests. To add a new Business Rule, click
Add New Business Rule link on the right hand side corner of the Business Rule List
table.
To open the Business Rule configurations page:
1. Login to the ServiceDesk Plus application with admin username and password.
2. Click the Admin tab in the header pane.
. The resulting page will
3. In the Helpdesk block, click the Business Rule icon
display the available list of business rules. You can add, edit, or delete business
rules.
Add New Business Rule
To add a Business Rule
1. Click Add New Business Rule link available at the top right corner of the
Business Rules List page.
2. In the Add Business Rule form, enter the Rule Name. This field cannot be
empty.
3. If required, you can provide a corresponding description for the business rule.
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4. In the Business Rules block define the rules and criteria that need to be satisfied
by the incoming request. Set the criteria by selecting from the Select Criteria
combo box, and then choose conditions, and then the individual values that need
to be matched by clicking the Choose button. This will open the values from the
database for that particular parent criteria that you chose from the combo box.
Choose the values you want and click Select. For example, if you want to match
the requester name John, then select Requester Name in the combo box. Now
select the condition is or is not from the drop down list. This list varies from each
criteria. Then, click Choose button, to open the list of requesters in a pop-up
window. Select the requester name from the list and click Select. For multiple
selection, press Shift or Ctrl key while selecting the names. The selected names
will appear in the text box just before the choose button.
5. Click Add to Rules to add the defined rule to the rules table.
6. By default, the radio button Match ALL of the following is selected. If you do
not want all of them to be checked but if it is enough if any one of the rules are
matched, then select the radio button Match ANY of the following. After
defining the rules, you need to define the actions that need to be performed on
the request matching the criteria.
7. Choose the action that needs to be performed on the request from the Choose
Action drop down list.
8. Click Choose button to the select the values for the chosen action. For example,
if the action you had chosen was to Place in Queue, then clicking the choose
button will display the available queues in which the request can be placed. You
need to select the queue in which the request has to be placed and click OK.
9. Click Add.
10. Click Save.
If you want to add more than one business rule, then click Save and add new, instead
of clicking Save. This adds the business rule and reopens the add business rule form.
At any point, if you do not wish to add the business rule and would like to get back to
the business rules list from the add business rule form, click Cancel. Clicking the View
List link on the top right corner of the add business rule form will also take you to the
business rules list view.
Edit Business Rule
To edit an existing business rule
1. In the Business Rules List page, click the edit icon
Name that you wish to edit.
beside the Business Rule
2. In the Edit Business Rule form, you can modify all the fields mentioned in the
add business rule form.
3. To edit the Match the below criteria set, click the edit icon beside the
individual criteria. The respective selection window is opened in a separate popup. You can choose more values or remove a few values by deselecting them.
4. You can also delete a criteria completely. To delete a criteria, click the delete
icon beside the individual criteria.
5. In the actions to be performed, you can add or delete actions that need to be
performed on the request that matches the criteria defined.
6. Click Save to save the changes performed. At any point you wish to cancel the
operation that you are performing, click Cancel.
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Even while editing a business rule, if you wish to add another new business rule, then
click Save and add new button instead of clicking Save button after making the
changes.
Delete Business Rule
1. In the Business Rule List page, click the delete icon beside the Business
Rule Name that you wish to delete. A confirmation dialog is opened.
2. Click OK to proceed with the deletion. If you do not want to delete the business
rule, then click Cancel.
Organize Business Rules
You can organize the business rule to appear in a particular order in the list view by
following the steps below:
1. Click Organize Business Rules link available above the list of business rules in
the Business Rules List view. A pop-up window is opened with the list of
available business rules in the order that is appearing the list view.
2. Select a business rule, and click Move up or Move Down button beside the list.
3. Click Save.
Organizing the business rules decide the order in which the rule is applied on the
incoming request.
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Configuring Notification Rules
ManageEngine ServiceDesk Plus allows you send notifications to requesters, technicians,
and vendors. The notifications can be of two types: e-mail and SMS. These notification
modes can be set across various modules of the application, such as requests, purchase,
and contracts. There may be some default actions that you might want to perform when
the state of any item changes. These default configurations can also be defined. To set
the notification rules and the message template:
1. Login to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
3. In the Helpdesk block, click the Notification Rules icon
page is as below:
. The resulting
4. To enable or disable any of the notification rules, select or deselect the check box
beside each of the rules.
5. You can also choose the technician(s) who need to be notified when a new
request is created. For this, click Choose button. The list of technicians is
displayed in a pop-up window.
6. Select the technicians. For multiple selections, press Shift or Ctrl key and then
select the technicians.
7. Click OK. The selected technicians get listed in the text box beside the Choose
technician(s) button.
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You can customize the message template for each of the notifications. For this
1. Click Customize Template link available beside the notification for which you
wish to modify the content that is being sent. The resulting page is as below:
2. You can change the subject and the message content by typing the text of your
choice and also adding other variables that you wish to display as a part of the
subject or message content. To add more variables, just click the corresponding
variable from the list box beside the respective field.
To customize the message template for purchase and contract notifications
1. Click the Email Template link beside module (Purchase Order and Contracts) for
which you want to customize. The Message Template form is displayed in
editable mode.
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2. The Notification Type field is non-editable. You can edit the description of
given for the notification type.
3. In the Message block, you can choose the database fields that need to be a part
of the notification. From the Database Fields list, choose the fields that you wish
to send as a part of the notification and click the >> button. If you wish to
remove some fields from the notification content, then select those fields from
the Notification Fields list and click the << button.
4. Click Save.
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Asset Management
The inventory module of the ServiceDesk Plus application enables you to keep track of
the various assets available in your organization and their corresponding usage and
availability. It also helps you monitor your assets online in any of the networks in your
firm. This helps you in proactively planning your resource allocation and purchases.
Before you start using the inventory module, you have to configure the inventory-related
information. The inventory-related configurations are:
1. Product Types details
2. Products
3. Vendors information
4. Workstation - Additional Field
5. Asset Additional Field for new asset form
6. Scan for Windows PCs
7. Scan for Linux PCs
8. Audit Settings
9. Purchase - Default Values
To access the inventory-related configurations:
1. Log in to the ServiceDesk Plus application using the user name and password
of a ServiceDesk Plus administrator.
2. Click the Admin tab in the header pane. The Asset Management block is just
below the helpdesk block.
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Configuring Product Types
Each product purchased by a firm can be categorized into a specific product type. This is
the high-level categorization for the assets that are bought. For example, Adobe
Photoshop or Macromedia Flash can be categorized under the product type Software,
while HP Inkjet Printer can be categorized under the product type Printer. In general,
product type is a parent category under which you can group each of the specific assets
owned by your firm. Proper categorization helps in estimating how much has been spent
for purchasing each of the product type assets (Printer, Scanners, etc.), how much
assets in each of the product types are available in the organization and so on.
To open the product type configuration page:
1. Log in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
3. In the Asset Management block, click the Product Types icon . The next
page displays the available list of product types. You can add, edit, or delete
product types.
Add Product Types
To add product types:
1. In the Product Types List page, click Add New Product Type link available at
the top right corner.
2. In the Add Product Type form, enter the Product Type Name. This name
needs to be unique and this field cannot be blank.
3. If required, add relevant Description for the product type.
4. Click Save.
If you want to add more than one product type, then instead of clicking Save, click Save
and add new button. This adds the new product type and reopens the add product type
form after displaying a message that the a new product type is added.
At any point, if you decide not to add the new product type, then click Cancel to get
back to the product type list. Clicking the View List link on the top right corner of the
add product type form will also take you to the product type list view.
Edit Product Type
To edit an existing product type:
1. In the Product Types List page, click the edit icon
Name that you wish to edit.
beside the Product Type
2. In the Edit Product Type form, you can edit the product type name and the
description.
3. Click Save. At any point, if you wish to cancel the operation that you are
performing, click Cancel.
Even while editing a product type, if you wish to add new product type, then click Save
and add new button instead of clicking Save button after making the changes.
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Delete Product Types
To delete a product type:
1. In the Product Types List page, click the delete icon beside the Product
Type Name that you wish to delete. A confirmation dialog is opened.
2. Click OK to proceed with the deletion. If you do not want to delete the product
type, then click Cancel.
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Configuring Products
The specific asset types are termed as products. For example, Dell Lattitude D600 is a
product representing Dell Laptops. These products need to be added in the application so
that they can be used while referencing from the various modules of the application,
such as Inventory and Purchase. As and when you purchase any specific product
belonging to a new asset type, you need to add the new product. Also, if a product
needs to be discarded you can also remove it from the list by deleting the details of the
same.
To open the product configuration page:
1. Log in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
3. In the Asset Management block, click the Products icon . The next page
displays the available list of products. You can add, edit, or delete product.
Add Product
To add products:
1. In the Product List page, click Add New Product link available at the top right
corner.
2. In the Add Product form, enter the Product Name. This field cannot be blank.
3. If you know the manufacturer of the product, enter the same in the
Manufacturer field.
4. From the Product Type combo box choose the product type under which you
wish to classify the product that you are adding.
5. Enter the Part No. of the product.
6. If required, add relevant Comments for the product.
7. Click Save. A message is displayed and the product is added. Simultaneously, a
Vendors tab is also added. This tab is to give a vendor association to the
product.
8. Click the Vendor tab.
9. Click the Associate Vendor button.
10. In the Associate Vendor form, choose the vendor name from the combo box
provided and enter the price of the product. These are the two fields that are
mandatory.
11. If you know the warranty period of the product, enter it in the Warranty Period
by choosing the number of years and months from the combo box.
12. Choose the maintenance vendor.
13. If you wish to add any comments, add it in the Comments text box.
14. Click Add. The page is refreshed to display the vendor association information.
Repeat the steps 9 - 14, till you have added all the vendors who supply this
product.
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If you do not wish to associate the vendor now, then click Cancel. It goes back to the
Product Details tab.
If you wish to add more than one product, then in step 7, instead of clicking Save, click
Save and add new button. This would add the product and open the add product form
for you to add more products. In this case, the product vendor association needs to be
done later. To get back to the product list page without adding the product or after
completing the vendor product association, click View List link at the top right corner of
the Add Product form.
Edit Product
If you have added the product without associating the vendor with the product, then you
will have to associate the vendor by editing the product information.
To edit the product information:
1. Click the edit icon
beside Product Name in the Product List page.
2. In the Edit Product form, you can edit all the form fields mentioned in the add
product procedure.
3. Click the Vendor tab and click the Associate Vendor button.
4. Edit the required fields and click the Add button.
Even while editing the product information, if you wish to see the product list page, click
the View List link at the top right corner of the Edit Product form. Also if you want to
add a new product, then in the product details tab, click Save and add new button.
Delete Product
To delete a product, it is necessary that the product vendor association is first removed
and then the product is deleted. Also ensure that the particular product is not used
elsewhere. Follow the steps below to delete a product:
1. In the Product List page, click the edit icon
beside Product Name.
2. Click the Vendors tab.
3. Click the delete icon
beside the Vendors. A confirmation dialog is opened.
4. Click OK to proceed with the deletion. Delete all the vendor associations of the
product.
5. Click view list link on the top right corner of the center pane.
6. Now, click the delete icon beside the Product Name for which you removed
the vendor association. A confirmation dialog is opened.
7. Click OK to proceed with the deletion. If you do not wish to delete the product,
click Cancel.
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Configuring Vendors
An organization can have business contacts with more than one vendor for buying the
various resources of the organization. It is very essential for the firm to keep track of its
vendors and the products supplied by these vendors. To configure these details, you can
use the configuring vendors option available in the admin page.
1. Log in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
3. In the Asset Management block, click the Vendors icon
or delete vendors.
. You can add, edit,
Add Vendors
To add vendors:
1. In the Vendor List page, click Add New Vendor link available at the top right
corner.
2. In the Add Vendor form, enter the Vendor Name. This name needs to be
unique and this field cannot be blank. All the other fields are optional.
3. Enter relevant Description for the vendor.
4. Enter the Contact Name at the vendor location.
5. Enter the address details of the vendor in the respective fields.
6. Enter the vendor e-mail ID, phone, fax, and web URL.
7. Click Save. A message is displayed and the vendor is added. Simultaneously, a
Products tab is also added. This tab is for adding the list of products that are
supplied by the vendor.
8. Click the Products tab.
9. Click Associate Product button.
10. In the associate product form, choose the product name from the combo box
and enter the price of the product. These are the two fields that are mandatory.
11. If you know the warranty period of the product, enter it in the Warranty Period
by choosing the number of years and months from the combo box.
12. Choose the maintenance vendor from the combo box.
13. If you wish to add any comments, add it in the Comments text box.
14. Click Add. The page is refreshed to display the product association information.
Repeat the steps 9 - 14, till you have added all the products supplied by this
vendor.
If you do not wish to add the product list after opening the associate product form, then
click Cancel. It goes back to the Vendor Details tab.
If you wish to add more than one vendor, then in step 7, instead of clicking Save, click
Save and add new button. This would add the vendor and open the add vendor form
for you to add more vendors. In this case, the product list needs to be added later. To
get back to the vendor list page without adding the vendor or after adding the list of
product supplied by the vendor, click View List link at the top right corner of the Add
Vendor form.
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Edit Vendor
If you have added the vendor without adding the product list, then you have to add the
list of product supplied by the vendor only by editing the vendor information.
To edit the vendor information:
1. Click the edit icon
beside Vendor Name in the Vendor List page.
2. In the Edit Vendor form, you can edit all the form fields mentioned in the add
vendor procedure.
3. Click the Products tab to add the list of products supplied by the vendor and
follow the steps 9 through 14 in add vendors.
Even while editing the vendor information, if you wish to see the vendor list page, click
the View List link at the top right corner of the Edit Vendor form. Also if you want to
add a new vendor, then in the vendor details tab, click the Save and add new button.
Delete Vendors
To delete a vendor, it is necessary that the product vendor association is first removed
and then the vendor is deleted. Also ensure that the particular vendor is not used
elsewhere. Follow the steps below to delete a vendor:
1. In the Vendor List page, click the edit icon
beside Vendor Name.
2. Click the Products tab.
3. Click the delete icon
beside the Products. A confirmation dialog is opened.
4. Click OK to proceed with the deletion. Delete all the products listed.
5. Click view list link on the top right corner of the center pane.
6. Now, click the delete icon beside the Vendor Name for which you removed the
product list. A confirmation dialog is opened.
7. Click OK to proceed with the deletion. If you do not wish to delete the vendor,
click Cancel.
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Configuring Workstation - Additional Fields
By default, the New Workstation form has the required fields, where you can enter
important details about an organization. Sometimes, you may need some additional
fields in the New Workstation form. You can add your own fields using the Workstation
- Additional Fields configuration. To add your own custom fields:
1. Log in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
3. In the Asset Management block, click the Workstation - Additional Fields
. The next page is a form that allows you to add the field label and
icon
description of the field. You can add three types of fields in the form, text,
numeric, and date/time. These three are available in three tabs as shown below:
4. To add the text fields, enter the label name in the form fields below the Label
heading. If required, enter the description for the field.
5. You can choose the type of text field that you wish to add by selecting the radio
buttons. A Single-line text field allows you to add just a text field. The Multi-line
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text field allows you to add a text box where a lengthy description can be added.
A Pick List allows you to add a list menu from which you can select. In all the
three cases, you can add default values for the text field in the space provided for
the same.
6. To add items for the pick list, enter the value in the text filed and click Add Item.
The value will get added to the list below. To select the default selected value of
the list, click on the value in the list.
7. To add numeric fields, click the Numeric tab and then enter the label name in
the form fields provided for the same.
8. To add date/time fields, click the Date/Time tab and enter the required details.
9. Click Save. A message for successful creation of the fields is displayed.
These fields appear under the grouping Additional Info in the New Workstation form.
To delete the user-defined fields, in step 4 through 7, instead of adding the label names,
delete the label names that you wish to remove from the fields of the form and click
Save. The fields that you deleted will be removed from the New Workstation form.
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Configuring Asset - Additional Fields
Sometimes, you may want to capture some additional organization-specific asset details,
for which, you need additional fields apart from the default fields in the New Asset
form. You can add your own fields using the Asset - Additional Fields configuration. To
add your own custom fields:
1. Log in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
.
3. In the Asset Management block, click the Asset - Additional Fields icon
The next page is a form that allows you to add the field label and description of
the field. You can add three types of fields in the form: text, numeric, and
date/time. These three are available in three tabs as shown in the image.
4. To add the text fields, enter the label name in the form fields below the Label
heading. If required, enter the description for the field.
5. You can choose the type of text field that you wish to add by selecting the radio
buttons. A Single-line text field allows you to add just a text field. The Multi-line
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text field allows you to add a text box where a lengthy description can be added.
A Pick List allows you to add a list menu from which you can select. In all the
three cases, you can add default values for the text field in the space provided for
the same.
6. To add items for the pick list, enter the value in the text filed and click Add Item.
The value will get added to the list below. To select the default selected value of
the list, click on the value in the list.
7. To add numeric fields, click the Numeric tab and then enter the required details.
8. To add date/time fields, click the Date/Time tab and enter the required details.
9. Click Save. A message is displayed saying that the additional field is successfully
created.
These fields appear under the grouping Additional Asset Details in the New Asset
form. To delete the user-defined fields, in steps 4 through 7, instead of adding the label
names, delete the label names that you wish to remove from the fields of the form and
click Save. The fields that you deleted will be removed from the new asset form.
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Scanning Windows PCs
You can configure the Windows domains available in your network and scan the
workstations associated with these domains. When you set up the ServiceDesk Plus
application and start it for the first time, the application will scan your network and
identify all the available Windows domain in your network.
To view the discovered domains:
1. Log in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
. The
3. In the Asset Management block, click the Scan Windows PCs icon
resulting page displays the discovered list of Windows domains. You can add,
edit, or delete domains.
If you find that there are some domains that are missing in the list, then you can add
those domains manually also.
Add Domains
To add a new Windows domain:
1. Click the Add New Domain link available at the top right corner of the
Windows Domain List page.
2. In the Add Domain form, enter the Domain Name. This field cannot be left
empty and must have unique values.
3. Enter the Domain Controller name for the Active Directory Server from where the
workstation list needs to be fetched.
4. Though the login name and password are not mandatory fields, they are required
if you want to scan the domain and discover the associated assets and
workstations. So enter the Login Name and Password for the domain.
5. If you wish to add any description for the domain, enter it in the Description
text box.
6. Click Save.
If you want to add more than one domain, then instead of clicking Save, click the Save
and add new button. This adds the new domain and reopens the add domain form after
displaying a message that a new domain is added.
At any point, if you decide not to add the new domain, then click Cancel to get back to
the Windows domain list. Clicking the View List link on the top right corner of the add
domain form will also take you to the Windows domain list.
Edit Domains
When the application identifies the various domains in your network, it will list all those
domains. But the login name and password for these domains need to be provided
manually by editing the domain information before proceeding to scan a particular
domain.
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To edit the domain information:
1. In the Windows Domain List page, click the edit icon
Name that you wish to edit.
beside the Domain
2. In the Edit Domain form, you can modify the name of the domain, login name,
password, and description of the domain.
3. Click Save to save the changes performed. At any point, if you wish to cancel the
operation that you are performing, click Cancel.
Even while editing a domain, if you wish to add a new domain, then click the Save and
add new button instead of clicking Save button after making the changes.
Delete Domains
To delete Windows domains:
1. In the Windows Domain List page, click the delete icon beside the Domain
Name that you wish to delete. A confirmation dialog is opened.
2. Click OK to proceed with the deletion. If you do not wish to delete the domain,
then click Cancel.
Scan Domains
You can scan the domains that are available in your network, if the domain details have
the login name and password information.
To start scanning a domain
1. Click the scan domain icon available beside the Domain Name that is to be
scanned. The scanning wizard displays the various Organizational Units (OUs)
available in that domain.
2. Choose the specific OU for which you wish to execute the scan operation by
selecting the check box beside it.
3. Click Start Scanning. The scanning will start and the progress of the scan will be
displayed in the pop-up window. Once the scanning is complete, the details about
how many were scanned, how many failed will be listed along with the
information on the possible reason for scanning failure.
You can view the scanned workstations in the Inventory module. The problems
encountered during the scanning of workstations will also be logged and can be viewed
from the Diagnostics tab.
Note: For the Windows domain scan to be successful, ensure the following:
1. The ServiceDesk Plus Server needs to run on a Windows 2000 or XP
machine.
2. WMI service needs to be enabled in both the server and the client.
3. Remote DCOM should be enabled in both the server and the client.
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Network Scanning
ManageEngine ServiceDesk Plus can automatically scan for Windows domains and list
them as soon as the application is installed and started for the first time. But it is not
essential that all the workstations in your organizations are connected to a Windows
domain. There can be non-Windows workstations and these workstations will not be a
part of the Windows domain and hence may not be scanned. To avoid these kinds of
omissions, ServiceDesk Plus supports IP-based network discovery, using which you can
scan the workstations in other networks and the workstations that are not a part of the
Windows domains.
To open the network scan configurations:
1. Log in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
3. In the Asset Management block, click the Network Scan icon
edit, or delete networks.
. You can add,
Add New Network
To add a new network:
1. Click the Add New Network link available at the top right corner of the
Network List page.
2. In the Add Network form, enter the Network Address. This field cannot be left
empty and can take only unique values.
3. Though the login name and password are not mandatory fields, they are required
if you want to scan the network and discover the associated assets and
workstations. So enter the Login Name and Password for the network.
4. If you wish to add any description for the network, then you can enter the same
in the Description text box.
5. Click Save.
If you want to add more than one network, then instead of clicking Save, click the Save
and add new button. This adds the new network and reopens the add network form
after displaying a message that the new network is added..
At any point, if you decide not to add the new network, then click Cancel to get back to
the network list. Clicking the View List link on the top right corner of the add network
form will also take you to the network list view.
Edit Network
If the login names and passwords of networks have changed, then you will need to
modify the network details.
To edit the network information:
1. In the Network List page, click the edit icon beside the Network Address or
the hyperlinked network address that you wish to edit.
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2. In the Edit Network form, you can modify the network address, login name,
password, and description of the network.
3. Click Save to save the changes. At any point, if you wish to cancel the operation
that you are performing, click Cancel.
Even while editing a network, if you wish to add new network, then click Save and add
new button instead of clicking Save button after making the changes.
Delete Network
To delete a network:
1. In the Network List page, click the delete icon beside the Network Address
that you wish to delete. A confirmation dialog appears.
2. Click OK to proceed with the deletion. If you do not wish to delete the network,
then click Cancel.
Scan Network
You can scan the network, if the network details have the login name and password
information. To start scanning a network, click the scan network icon available beside
the Network Address that is to be scanned. The page is refreshed, displaying the
following message:
SUCCESS : Discovery started for the network. Discovered workstations can be
viewed from Inventory module.
Note: To scan the Linux workstations, the telnet service needs to be
enabled in both the server and the client workstations.
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Configuring Audit Settings
You can schedule periodic scanning of your network, enable regular cleanup of scanned
information, and set re-scaning interval for scanning workstation. To configure the audit
settings
1. Log in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
3. In the Asset Management block, click the Audit Settings icon
page displays the various audit options available.
. The resulting
To configure regular scanning, select the Enable Scheduled Scan check box. Then set
the time frame in which you require the scheduled scan to be performed. Select any of
the 5 radio buttons below the Enable Scheduled Scan sub-head, explained below:
Scan Once
Select the date on which you want to scan your network using the calender icon and set
the time which you wish to scan on the chosen date.
Daily Scan
Select the time (hours and minutes) when you want the scan to be performed on a daily
basis from the drop down menu and then select the date from which you want to
schedule the daily scan using the calender icon.
Weekly Scan
In the weekly scan option you can also choose to schedule a daily scan. For this you just
need to select the checkbox Everyday, else, just select the check box beside that day of
the week, when you want the scan to be performed. Now set the time (hours and
minutes) of scan.
Monthly Scan
In the monthly scan option you can also choose to schedule a weekly scan. For this you
need to select the radio button Day, and choose the day on which you wish to scan,
else, just select the radio button Date and choose the date of on which the scan will be
executed.
You can also choose the months in which you want to scan. For this you have to select
the check box beside the name of the months during which you wish to scan. If you want
to scan every month, then select the check box Every Month. Finally select the time
(hours and minutes) of scan.
Periodic Scan
You can enter a random period of time in which the scan will be repeated. Enter the
number in the field provided. The scan will be performed every nth day, where n is the
number of days in which the scanning cycle has to repeat.
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You can enable regular cleanup of scanned information. Select the check box Enable
Scan History Clean up and enter the number days in the field provided for deleting the
scanned information before the specified number of days.
You can also check for any newly added workstations by performing a re-scan of your
network. For this you need to select the check box Check for newly added
workstations and enter the number of days when the periodic re-scanning of your
network will be performed.
Click Save to save the settings.
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Configuring Purchase Default Values
To configure the default purchase values
1. Log in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Admin tab in the header pane.
3. In the Asset Management block, click the Purchase - Default Values icon
below the purchase grouping. The next page displays the default configuration
for the purchase.
4. Enter the Default Currency which will be used to display all the cost in the
application.
5. Enter the Default Tax Rate. It can have decimal values.
6. If you have any signing authority and then enter the name of that person in the
field provided for the same.
7. If you want to tax the shipping cost also, then select the Tax Shipping or not
check box.
8. Enter the Shipping Address in the text box provided for it.
9. Enter the Billing Address in the space provided for it.
10. If you PO has specified terms and conditions that you need attach with the PO,
then type in the same in the Terms text box.
11. Click Save. To revert to the old settings, click Reset.
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User Management
For making the ServiceDesk Plus available and usable for all your customers, you need
to add requesters and technicians, and define their roles. This enables the requesters to
log in to the Self-Service Portal to check the status of the issues reported by them,
submit requests, and search the knowledge base online. The added technicians can log
in to the ServiceDesk Plus application and pick up requests, review and resolve requests
assigned to them, add solution articles, and so on. The user management configurations
allow you to add requesters, technicians, define roles, and login access permissions.
The various user management configurations that you can perform are
1. Defining Roles
2. Configuring user-defined fields for the new technician form
3. Configuring technicians and their roles
4. Configuring user-defined fields for the new requester form
5. Configuring requesters
6. Configuring Active Directory Authentication.
To access the user management related configurations:
1. Log in to the ServiceDesk Plus application using the user name and password
of a ServiceDesk Plus administrator.
2. Click the Admin tab in the header pane. The Users block is below the Asset
Management block.
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Configuring Roles
ManageEngine ServiceDesk Plus can be accessed by different people of your
organization. Those who access the application will have a defined role and hence have a
defined set of tasks to execute. ServiceDesk Plus allows you to configure the roles and
assign these roles to each and every user of the application.
To open the role configuration page:
1. Log in to the ServiceDesk Plus application using the user name and password
of a ServiceDesk Plus administrator.
2. Click the Admin tab in the header pane.
3. In the Users block, click the Role icon . The next page displays the available
list of roles. You can add, edit, or delete roles.
Add Role
To add a role:
1. Click the Add New Role link available at the top right corner of the Role List
page.
2. In the Add Role form, enter the Role Name. This field cannot be empty and
needs to be unique.
3. Set the access permissions for the role. To set the access permission, just
select the check boxes beside the access levels defined for each of the modules of
the application. For example, if you want to provide add permissions for the
workstation and solution modules and only view permissions for the rest, select
the check box below Add against the Workstation and Solutions modules. For
the remaining modules, select the check box below View. Selecting the Add
check box automatically enables view permissions also.
4. You can also choose to restrict the technician from viewing all the requests
received by the application. To do this, select the corresponding radio button
which will suit your need from the following:
o
All: The technician with this role can view all the requests that are
received in ServiceDesk Plus.
o
All in Queue & assigned to him: The technician will be able to view all the
requests in the queue to which he/she belongs to and also those requests
that are assigned to him/her.
o
Assigned to him: The technician can view those requests that are assigned
to him/her only.
5. Enter the description for the role you are adding.
6. Click Save.
If you want to add more just one role, then instead of clicking Save, click Save and add
new button. This adds the new role and reopens the add role form after displaying a
message for the addition of the role.
At any point, if you decide not to add the new role, then click Cancel to get back to the
role list. Clicking the View List link on the top right corner of the add role form will also
take you to the role list view.
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Edit Role
To edit an existing role:
1. In the Role List page, click the edit icon
edit.
beside the role name that you wish to
2. In the Edit Role form, you can modify the name of the role, description, and the
permissions associated with the role.
3. Click Save to save the changes. At any point, if you wish to cancel the operation
that you are performing, click Cancel.
Even while editing a role, if you wish to add a new role, click the Save and add new
button instead of clicking Save button after making the changes. The Add Role form
opens after displaying a message that the changes are saved.
Delete Role
1. In the Role List page, click the delete icon
to delete. A confirmation dialog is opened.
beside the role name that you wish
2. Click OK to proceed with the deletion. If you do not want to delete the role, then
click Cancel.
Note: You cannot edit or delete the SDAdmin and SDGuest roles that are
already defined in the application. They are the default administrator and
requester roles defined.
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Configuring Requester - Additional Fields
By default, the New Requester form has the required fields, where you can enter
important details about an organization. Sometimes, you may need some additional
fields in the New Requester form. You can add your own fields using the Requester
User Defined Fields configuration.
To add your own custom fields in the new requester form:
1. Login to the ServiceDesk Plus application using the user name and password of
a ServiceDesk Plus administrator.
2. Click the Admin tab in the header pane.
. The next
3. In the Users block, click the Requester - Additional Fields icon
page is a form, where you can enter the field label and description of the field.
You can add three types of fields in the form: text, numeric, and date/time. These
three are available in three tabs as shown below:
4. To add the text fields, enter the label name in the form fields below the Label
heading. If required, enter the description for the field.
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5. You can choose the type of text field that you wish to add by selecting the radio
buttons. A Single-line text field allows you to add just a text field. The Multi-line
text field allows you to add a text box where a lengthy description can be added.
A Pick List allows you to add a list menu from which you can select. In all the
three cases, you can add default values for the text field in the space provided for
the same.
6. To add items for the pick list, enter the value in the text filed and click Add Item.
The value will get added to the list below. To select the default selected value of
the list, click on the value in the list.
7. To add numeric fields, click the Numeric tab and then enter the label name in
the form fields provided for the same.
8. To add date/time fields, click the Date/Time tab and enter the required details.
9. Click Save. A message for successful creation of the fields is displayed.
These fields appear under the grouping Additional Requester Details in the New
Requester form. To delete the user-defined fields, in step 4 through 7, instead of
adding the label names, delete the label names that you wish to remove from the fields
of the form and click Save. The respective fields that you deleted will be removed from
the New Requester form.
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Configuring Requesters
You can add, edit, or remove the requesters in the ServiceDesk Plus application and also
provide them with login permissions to access the self-service portal.
To open the requester configuration page:
1. Log in to the ServiceDesk Plus application with the user name and password of
a ServiceDesk Plus administrator.
2. Click the Admin tab in the header pane.
3. In the Users block, click the Requesters icon . The next page displays the
available list of requesters. You can add, edit, or delete requesters.
Add Requester
To add a requester and provide login access to him/her:
1. Click Add New Requester link available at the top right corner of the
Requester List page.
2. In the Add Requester form, enter the Full Name and Employee ID of the
technician in the Personal Details block. The name is a mandatory field.
3. In the contact information block, enter a valid e-mail ID. If the requester has a
phone and a mobile number, you can enter the same in the space provided for
entering these values.
4. Select the department to which the technician belongs and enter his/her job
title.
5. If you have added any organization-specific fields for the new requester form,
those will be available under the Additional Requester Details block. Enter the
relevant information.
6. In the Self-Service Access Details block, enter the Login Name and
Password, if you wish to provide self-service access to the requester. Enter the
password again in the Re-type Password field.
7. If you wish to mail the login information to the requester, then select the check
box, Mail self-service login details available just below the Re-type
Password field.
8. Click Save.
If you want to add more than one requester, then instead of clicking Save, click Save
and add new button. This adds the new requester and reopens the add requester form
after displaying a message for the addition of the requester.
At any point if, you decide not to add the new requester, then click Cancel to get back
to the requester list. Clicking the View List link on the top right corner of the add
requester form will also take you to the requester list view.
If a mail fetched by the ServiceDesk Plus application has a requester name and email ID
that is not available in the requester or technician list already, then the name is
automatically added in the requester list and the login name and password is created.
The first part of the e-mail ID is set as the name and the entire e-mail ID is set as login
name and password. The requester can log in to the self-service portal and change
his/her password.
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Import Requesters from Active Directory
You can also import requesters from an active directory. To import requesters from
active directory
1. Click Import from Active Directory link in the Requester List page. The
Import From Active Directory window pops up.
2. From the list of domains that are listed in the Domain Name combo box, select
the domain name in which the active directory from which you wish to import is
installed. If the other details such as domain controller name, user name, and
password have already been entered in the Domain scan page, then that will be
populated automatically. Else enter the name of the domain controller in the
Domain Controller Name field, login name and password in the corresponding
fields.
3. Click Import Now !. The import wizard displays the various Organizational
Units (OUs) available in that domain. Choose the specific OU from which you
wish to import users by selecting the check box beside it.
4. Click Start Importing. Once the import is complete, the data on how many
records were added, how many overwritten, and how many failed to import will
be displayed.
Import Requester from CSV (Comma Separated Value) Files
You can also add requesters by importing from CSV files. To import requesters from CSV
file
Step 1: Locate the CSV file
1. Click Import from CSV link in the Requester List page. The Import
Wizard opens in a pop-up window.
2. Click the Browse button in the wizard.
3. Select the CSV file in the file chooser window and click Open.
4. Click Next.
Step 2: Customize Mapping
1. The CSV column names are populated in the select boxes beside each
label. Map the ServiceDesk Plus requester fields with the field names from
the CSV file.
2. Click Next.
Step 3: Import
1. Click Import Now button. The values from the CSV file will be imported
to the requester details. Once the import is complete, the data on how
many records were added, how many overwritten, and how many failed to
import.
If at any point you wish to stop importing from the CSV file, click the Exit button.
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Note: Login name column will be the identifier for requesters. No two
requesters can have the same login name. Hence the existence of a
requester will be checked based on the login name value.
So if by mistake there was any mismatch of fields during mapping, and a
new import of CSV is performed, the records will be updated based on the
login name value. If there were any records that did not have any login
name at all or there was mismatch in the login name itself, then duplicate
entries will be created. In these cases, delete such entries from the
requester list and import again or manually edit the information available.
Edit Requester
To edit the requester details
1. In the Requester List page, click the edit icon beside the requester's full
name that you wish to edit. The Edit Requester form is displayed with the
existing details of the requester.
2. In the above form, you can modify all the fields displayed. You can also change
the login name of the requester.
3. Click Save. If you do not wish to modify any of the details, click Cancel.
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Change Requester Password
You can change the requester's password while editing the requester details.
1. To change the password of the requester, click the Reset Password link.
The reset password window is opened.
2. Below the Login Name display, enter the New Password in the text
field.
3. Click Reset Password. If you do not wish to change the password, click
Close instead of Reset Password.
Change Requester to Technician
You can change a requester to technician without having to delete the requester
information and recreate the same as a technician. To change requester to
technician
1. Click the Change <requester name> as Technician link available at
the top right corner of the edit requester form. The page refreshes to
display the edit technician form.
2. Change the roles assigned to the requester from SDGuest to any other
role that you wish to provide the technician.
3. Enter any other details that you wish to enter including the Cost per hour
and so on.
4. Click Save. If you do not wish to change the requester to technician, click
Cancel instead of Save.
If you want to continue adding technician after converting a requester to
technician, then instead of clicking Save, click Save and add new button. This
saves the technician details and reopens the add technician form after displaying
a success message for changing the requester to technician.
Associate Workstation to Requester
You can also associate a workstation with the requester. To associate a
workstation with the requester
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1. Click the Associate Workstation link available at the top right corner of
the edit requester form. The associate workstation window is opened.
2. In the Associate Workstation pop-up, select the workstations that you
wish to associate with the requester from the Workstation List and move
them to the Associated Workstations list by clicking the >> button. To
dissociate workstations, select the respective workstations in the
Associated Workstations list and click the << button. If you wish to
dissociate all the workstations, then click Dissociate All.
3. After associating the required workstations, click Save Changes.
4. A message is displayed. Click the Close button.
Delete Requesters
1. In the Requester List page, click the delete icon beside the requester's full
name that you wish to delete. A confirmation dialog is opened.
2. Click OK to proceed with the deletion. If you do not want to delete the requester,
then click Cancel.
Search Requesters
To search requesters
1. In request list view, click on the alphabet with which the name of the requester
starts. This lists the requesters whose name starts with that alphabet.
2. If you are unsure of the starting letter, then you can type the name (first name or
the last name, which ever you know) or email ID or any other parameter that will
identify the requester in the field beside the Search Requester List. This lists
the requesters whose details matches the search string that you entered.
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You can also search requesters from the Search available on the left menu in the other
pages of the application. From the Search in combo box, select Requesters and type
your search string in the Enter Keyword text field. Click Go or press Enter. The
requester names that match the search string are listed in a separate pop-up window.
Another option to search requesters will be using the column-wise search option. To
perform a column-wise search
1. Click the search icon at the end of the requester list view headers. This opens
the search field just below every column that is visible in the list view.
2. Enter the search key in field under the column of your choice.
3. Click Go. The search results matching the search string(s) are displayed.
Requester List View Customization
To customize the requester list view
1. Click the column edit icon available at the corner of the requester list headers.
This opens the available columns that can be displayed in the list view. All those
that are visible currently, will have the check box beside them selected.
2. To remove a column, remove the selection from the respective check box beside
the column name.
3. To add a column to the list view, select the unchecked select box beside the
column name.
4. To change the column order, click the up and down arrow after selecting the
column that you wish to move.
5. Click Save.
This will add only those columns which you have chosen in the list view. You can also
sort the list view based on columns. To sort requester list by column, click the column
header. Clicking it once will sort it in ascending order. Clicking twice will sort the column
in descending order.
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Configuring Technician - Additional Fields
By default, the New Technician form has the required fields, where you can enter
important details about an organization. Sometimes, you may need some additional
fields in the New Technician form. You can add your own fields using the Technician
User Defined Fields configuration.
To add your own custom fields in the new technician form:
1. Log in to the ServiceDesk Plus application with the user name and password of
a ServiceDesk Plus administrator.
2. Click the Admin tab in the header pane.
. The next
3. In the Users block, click the Technician - Additional Fields icon
page is a form, where you can enter the field label and description of the field.
You can add three types of fields in the form: text, numeric, and date/time. These
three are available in three tabs as shown below:
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4. To add the text fields, enter the label name in the form fields below the Label
heading. If required, enter the description for the field.
5. You can choose the type of text field that you wish to add by selecting the radio
buttons. A Single-line text field allows you to add just a text field. The Multi-line
text field allows you to add a text box where a lengthy description can be added.
A Pick List allows you to add a list menu from which you can select. In all the
three cases, you can add default values for the text field in the space provided for
the same.
6. To add items for the pick list, enter the value in the text filed and click Add Item.
The value will get added to the list below. To select the default selected value of
the list, click on the value in the list.
7. To add numeric fields, click the Numeric tab and then enter the label name in
the form fields provided for the same.
8. To add date/time fields, click the Date/Time tab and enter the required details.
9. Click Save. A message for successful creation of the fields is displayed.
These fields appear under the grouping Additional Technician Details in the New
Technician form. To delete the user-defined fields, in step 4 through 7, instead of
adding the label names, delete the label names that you wish to remove from the fields
of the form and click Save. The respective fields that you deleted will be removed from
the New Technician form.
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Configuring Technicians
The IT help desk team will have technicians who will be handling the requests
posted/raised by various employees in the organization. You can add, edit, or remove
the technicians in the ServiceDesk Plus application and also provide them with various
access privileges that suit their role and need.
To open the technician configuration page
1. Log in to the ServiceDesk Plus application using the user name and password
of a ServiceDesk Plus administrator.
2. Click the Admin tab in the header pane.
3. In the Users block, click the Technicians icon
delete technicians.
. Here you can add, edit, or
Add Technician
To add a technician and associate a role with him/her
1. Click the Add New Technician link available in the top right corner of the
Technician List page.
2. In the Add Technician form, enter the Full Name and Employee ID of the
technician in the Personal Details block. The name is a mandatory field.
3. In the contact information block, enter a valid e-mail ID. If the technician has a
phone and a mobile number, you can enter the same in the space provided for
entering these values.
4. Enter the cost details of the technician in the Cost per hour field.
5. Select the department to which the technician belongs and enter his/her job
title.
6. If you have added any organization-specific fields for the new technician form,
those will be available under the Additional Technician Details block. Enter the
relevant information.
7. Now, in the Login Details block, you can provide login access to the technician
with specific access privileges or enable administrative privileges for the
technician. To enable login access to the technician with specific access privileges,
select the check box beside the statement Enable Login for this Technician.
This displays the Assign Role block just below the login and password fields.
8. Enter the Login Name and Password. Enter the password again in the Re-type
Password field. All these fields are mandatory if login is enabled. Also note that
the login name needs to be unique.
9. In the Assign Role block, select the roles from the Available Roles list and click
the >> button to assign those roles to the technician. If you want to remove any
of the roles assigned, then select the role from the Assigned Role list and click
<< button. The selected roles will be removed.
10. Click Save.
If you want to add more than one technician, then instead of clicking Save, click Save
and add new button. This adds the new technician and reopens the add technician form
after displaying a message that the new technician is added successfully.
If you decide to give the login access for the technician at a later time, you can save the
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technician details without the login details. For this, you need to stop with the step 5 and
click Save. Later you can add the login details by editing the technician details.
At any point, if you decide not to add the new technician, then click Cancel to get back
to the technician list. Clicking the View List link on the top right corner of the add
technician form will also take you to the technician list view.
Edit Technician
If you have added a technician without giving the login details, then you can enable the
same by editing the technician's details.
To edit a technician information
1. In the Technician List page, click the edit icon beside the technician's full
name that you wish to edit. If you have not enabled the login permissions, the
edit technician form opens with a view similar to the add technician form. Enable
the login permissions as mentioned in the add technician form (starting from step
6 onwards).
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2. If the login permissions have been added while adding the technician itself, then
the edit technician form will look as below:
3. In the above form, you can modify all the fields displayed and also change the
roles assigned, by adding or removing roles. (To add new roles, refer to the
Configuring Roles section.)
4. Click Save to save the changes performed. At any point, if you wish to cancel the
operation that you are performing, click Cancel.
Even while editing a technician, if you wish to add a new technician, then click Save and
add new button instead of clicking Save button after making the changes. The Add
Technician form opens after displaying a message that the changes have been updated
successfully.
You can also change the password of the technician from the Edit Technician form.
1. Click the Reset Password link available beside the Password field in the Edit
Technician form.
2. In the Reset Password pop-up, enter the New Password in the field provided
below the login name.
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3. To send the reset password information to the user, select the check box below
the New Password field.
4. Click Reset Password. If you do not wish to change the password, click Close
instead of Reset Password.
5. In the Edit Technician form, click Save.
While editing the technician details, you can also choose to remove his/her login
permissions.
1. In the Edit Technician form, below the password field, click the Yes link beside
the Remove Login field. A confirmation window appears.
2. To continue removing the login permissions, click OK. A message is displayed
informing the removal of the login permissions and the technician edit form is
displayed without the login details. If you do not wish to remove the login
permission, click Cancel.
3. Click Save.
Delete Technicians
1. In the Technician List page, click the delete icon beside the technician's full
name that you wish to delete. A confirmation dialog is opened.
2. Click OK to proceed with the deletion. If you do not want to delete the technician,
then click Cancel.
Note: Delete icon will not be available beside the name of the technician
who has currently logged in to the application. To delete that technician,
you need to log out and log in as a different technician and then delete the
details. Also, the administrator technician details can be deleted only by
another technician with administrative privileges.
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Configuring Active Directory Authentication
You can configure to authenticate the requester login with the active directory (AD). This
provides you an advantage of not having to remember too many passwords. In you have
configured AD authentication, then any password change that is made in the AD will also
reflect in ServiceDesk Plus. So the requesters can login using the login name and
password of the system.
Note: Please ensure that before you start configuring the AD
Authentication, you have already imported the requesters. Only if a user
account is available in ServiceDesk Plus application, it will authenticate the
password for that user account from the active directory. Hence, when none
of the users have been imported from the active directory, the
authentication cannot be done for the user account.
To configure the Active Directory Authentication
1. Log in to the ServiceDesk Plus application using the user name and password
of a ServiceDesk Plus administrator.
2. Click the Admin tab in the header pane.
3. In the Users block, click the Active Directory Authentication icon
you can enable or disable active directory authentication.
. Here
4. If you have already imported requesters from the any of the domains in your
network, then click Enable button.
Even after enabling Active Directory (AD) Authentication, if you would like to bypass the
AD Authentication, then in the application login screen, you need to select Local
Authentication from the Domain list box after entering the login name and password,
and then click Login button.
If you have not yet imported requesters from any of the domains, you can import them
by clicking Import Requesters from Active Directory link. The Import From Active
Directory window pops up.
1. From the list of domains that are listed in the Domain Name combo box, select
the domain name in which the active directory from which you wish to import is
installed. If the other details such as domain controller name, user name, and
password have already been entered in the Domain scan page, then that will be
populated automatically. Else enter the name of the domain controller in the
Domain Controller Name field, login name and password in the corresponding
fields.
2. Click Import Now !. The import wizard displays the various Organizational
Units (OUs) available in that domain. Choose the specific OU from which you
wish to import users by selecting the check box beside it.
3. Click Start Importing. Once the import is complete, the data on how many
records were added, how many overwritten, and how many failed to import will
be displayed.
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User Survey
You can easily configure the customer satisfaction survey to collect information on
various key parameters that you would like to measure about the support team and the
response quality. You can define your own survey and the reports will be generated
based on the survey that you have defined. You can also set the frequency of conducting
the survey.
The various survey related configurations that you can perform are
1. Configuring Survey Settings
2. Defining a Survey
Apart from the above the you can also do the following survey related actions:
1. Sending Survey for a Request
2. Viewing the Survey Results
Once you have completed configuring and defining the survey, you can have a look at
the preview of the survey by clicking the Survey Preview link on the left menu or the
Survey Preview icon in the Admin tab.
To access the user survey related configurations
1. Log in to the ServiceDesk Plus application using the user name and password
of a ServiceDesk Plus administrator.
2. Click the Admin tab in the header pane. The User Survey block is below the
Users block.
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Configuring Survey Settings
Survey settings enables you to configure the default values for welcome message,
survey success or failure message, and thank you message. You can also choose to
enable or disable a survey. If you enable a survey you can also schedule the periodicity
of conducting the survey.
To configure the survey settings
1. Log in to the ServiceDesk Plus application with the user name and password of
a ServiceDesk Plus administrator.
2. Click the Admin tab in the header pane.
3. In the User Survey block, click the Survey Settings icon
Settings page is displayed.
. The Survey
4. To enable the survey, select the check box Enable User Survey.
5. Under the Survey Details block, enter the Sender Name.
6. In the Welcome Message text area, enter the message that you wish to display
as the welcome message to the user taking the survey.
7. In the Success Message text area, enter the message that you would display on
successful submission of the survey by the user.
8. When the survey is taken by a person who has already submitted the answers for
the survey, then you will have to display a failure message. You can enter the
same in the Failure Message text area.
9. You can also enter the thank you message that will be displayed just before the
Submit button in a survey, in the Thanks Message text area.
10. To schedule the survey, in the Schedule Survey block, choose the radio button
that you wish to set as a criteria for sending the survey.
11. Click Save. The survey settings are saved.
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Defining a Survey
You can define your own survey by adding your own questions and satisfaction levels
that will suit the needs of your organization and users.
To define your survey
1. Log in to the ServiceDesk Plus application using the user name and password
of a ServiceDesk Plus administrator.
2. Click the Admin tab in the header pane.
. Here you can
3. In the User Survey block, click the Define a Survey icon
add, edit, or delete your survey questions and satisfaction levels.
Add Survey Questions
To add a survey questions
1. Click the + Add Question button available in the Questions tab in the Define
Survey page.
2. In the Question pop-up window, type your question in the text area provided.
3. Click Save. The question will get added in the Define Survey Questions tab.
You can add any number of questions to the survey by following the above steps. As you
keep adding questions it will get appended at the end of the list of questions. You can
change the order of the questions by clicking the Move Up and Move Down link that is
available beside each question.
Edit a Survey Question
To edit the survey question
1. In the Questions tab, click the Edit link beside the question that you wish to
edit.
2. In the Question pop-up window, edit the question displayed in the text area.
3. Click Save. The Define Survey page is refreshed to display the modifications
made.
Delete a Survey Question
1. In the Questions tab, click Delete link beside the question that you wish to
delete. A confirmation dialog pops up.
2. Click OK to delete the question.
Note: If you delete a question from a survey, then it will have an impact on
the survey results that have been collected previously.
Add Satisfaction Levels
To add satisfaction levels that will be displayed as choices for each of the survey
questions
1. Click the Satisfaction Levels tab in the Define Survey page.
2. Click + Add Level button.
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3. In the satisfaction level pop-up window, enter the satisfaction level in the text
area provided.
4. Click Save. The satisfaction level is added and the Define Survey page is
refreshed to display the added satisfaction level.
You can add any number of satisfaction level to the survey by following the above steps.
As you keep adding the levels it will get appended at the end of the list of already added
levels. You can change the order of the same by clicking the Move Up and Move Down
link that is available beside each question. Satisfaction levels scales from good to bad,
good at the top bad at the bottom. Moving up or down changes the satisfaction levels.
Edit a Satisfaction Level
To edit a Satisfaction level
1. In the Satisfaction Levels tab, click the Edit link beside the satisfaction level
that you wish to edit.
2. In the satisfaction level pop-up window, edit the satisfaction level displayed in the
text area.
3. Click Save. The Define Survey page is refreshed to display the modifications
made.
Delete a Satisfaction Level
1. In the Satisfaction Levels tab, click the Delete link beside the satisfaction level
that you wish to delete. A confirmation dialog pops up.
2. Click OK to delete the satisfaction level.
Note: If you delete a satisfaction level from a survey or change its order,
then it will have an impact on the survey results that have been collected
previously.
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Sending Survey
If the survey is enabled in the survey settings, then a technician or the ServiceDesk Plus
administrator can manually send a survey to the requesters once the survey is closed.
To send the survey
1. Log in to ServiceDesk Plus application using your user name and password or
that of the ServiceDesk Plus administrator.
2. Click the Requests tab.
3. In the Request list view, select the filter Closed Requests or My Closed
Requests.
4. Click the request Title for which you wish to send the survey.
5. Click Send Survey for this Request link available under the Tasks block. A
success message that the survey has been sent for the request is displayed and
the survey will be sent to the requester who created the request as a mail with a
URL which opens the survey.
Note: The following conditions need to be true for the Send Survey for this
Request link to be visible:
1. Either a technician or administrator should have logged in.
2. The request must be closed.
3. The User Survey must be enable in the Survey Settings.
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Viewing Survey Results
Once the requester completes the survey, the administrator and the requester who took
the survey can view the survey results.
To view the survey results
1. Log in to the ServiceDesk Plus application using the user name and password
of a ServiceDesk Plus administrator.
2. Click the Requests tab.
3. In the Requests list view select the Closed Requests or My Closed Requests
filter.
4. Click the request Title for which you wish to see the survey results.
5. Click View Survey Results link available under the Tasks block. The survey
results opens in a pop-up window.
6. Once you have viewed the results, click the Close button.
Note:
1. The View Survey Results link appears only if the requester has
completed taking the survey. Else this link will not be present.
2. Once the survey is submitted, the responses cannot be changed.
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Configuring General Settings
This portion of the Admin tasks has a few settings common to all the groups, such as
configuring the search in FreeAnswers.net and settings the alias URL.
To open the General settings page
1. Login to ServiceDesk Plus using the user name and password of an admin user.
2. Click the Admin tab in the header pane.
3. Click Settings under the General block.
To show or remove the FreeAnswers.net link on the Solutions page, you need to select
Yes or No radio button based on your need.
You can enable or disable the My Tasks options in the requester login, by choosing either
Yes or No radio button for Do you want to show My Tasks to Requesters? question.
You can specify your own url, which will be exposed to the external world as the
ServiceDesk Plus server. This Alias URL will point to the location where the ServiceDesk
Plus server is running and will be used by the application while mailing self-service login
details and customer satisfaction surveys to requesters.
To provide an alternate URL
1. In the text field provided beside the http:// text, enter the URL (along with the
port number if needed).
2. Click the Open alias URL in a new window link just below the text field, to test
if the alias URL works.
Customizing ServiceDesk Plus
You can customize the application by choosing to display your custom logo. You need to
add the logo in two dimensions, one for the login page and the other for the header
image that you see on the top left corner of the pages once you login. The login page
image should be of the dimensions 252 px x 61 px (W x H), while the header image
needs to be 166 px x 46 px.
To import the login page image
1. Click Import image ... button.
2. Click Browse button.
3. In the file chooser window, select the file that you wish to import and click Open.
4. Click Import.
The image that you just imported will be replaced instead of the login page image. Follow the
same process for header image also. Click Save, to save the changes made in the settings.
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Configuring Header Tabs
ManageEngine ServiceDesk Plus enables you to provide restricted access to the users of
the application. You can configure different permissions for each user and thus totally
deactivate a header tab from their view. You can do this by creating and assigning
specific roles to the users. To know more about creating and associating roles to users of
the application, refer to the section Configuring Roles and Configuring Technicians.
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Reports
ManageEngine ServiceDesk Plus gives you a set of preset help desk and asset reports
generated from the data available in the application.
To view the various reports available in application
1. Log in to the ServiceDesk Plus application using the user name and password of
an admin user.
2. Click the Reports tab in the header pane. The next page lists the various reports
grouped under different heads.
The following sections explain the various reports and the kind of data that each of these
reports represents. The reports are grouped under the following categories:
1. Custom Reports
2. Helpdesk Reports
3. Asset Reports
4. Survey Reports
5. Purchase Reports
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About ServiceDesk Plus Reports
The ServiceDesk Plus reports are classified under the following heads:
•
Helpdesk Reports
•
Asset Reports
•
Survey Reports
•
Purchase Reports
•
Custom Reports
Helpdesk Reports
Under Helpdesk reports, the reports are grouped as:
Summary Reports: These reports provide you with a high level view of the requests
received and closed during a particular period, date-wise. The summary reports available
are the received request summary reports by date and closed request summary reports
by date. These reports are generated on the parameters of request received or closed by
technicians, request received or closed in a specific category, priority, and mode.
Pending Requests Report: This shows the distribution of all pending requests for a
specific period of time, based on parameters, such as priority, department, technician,
category, due date, created date. The reports available here are pending requests by
category, pending requests by priority, pending requests by technician, pending requests
by department, pending requests by due date, and pending requests by created date.
Completed Requests Reports: These reports show the distribution of completed and
closed requests. Similar to the Pending Request Reports, these reports are also
generated based on various parameters such as priority, department, created date, due
date, technician, and category.
Overdue Requests Reports: These reports display the distribution of the requests that
have been overdue. By overdue, we mean that the requests have been in the open state
beyond their due dates. The parameters to generate the reports are same as the
previous reports.
All Requests Reports: These reports display all the distribution of all the requests
received by ServiceDesk Plus irrespective of their state. The parameters to generate the
reports are same as the previous reports.
SLA Violation Reports - Completed Requests: These reports display the distribution
of the requests that have violated the SLA that was applicable on them. You can view
these violations based on the request category, the department from which the request
was generated, and the technician who handled the request.
Time Spent Reports: These reports provide information on the technician's time spent on
requests and the cost per technician based on the time spent. You can group the report
information based on requester from whom requests were received, technician attending
to the request, department, and category. The time spent report by requester, gives you
an idea on the cost per requester and the number of request. Similarly, other request
give this information depending on the criteria on which the report is generated.
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By default, the help desk reports will be created for the current week. You can choose
any custom period of your choice or choose to create reports for last week, or this
month, or for just this day. All these reports can be used for analysis purposes. For
example, the reports mapped against the parameter technician can be used to measure
the technician responsiveness and load handling capability.
In all the above report types, except the summary reports, the x-axis denotes the
parameter used to generate the report while the y-axis denotes the number of the
requests.
The summary reports are tabular reports with the columns denoting the days and the
rows having the values of the parameter taken for generating the report. For example, if
the parameter used is technician, then the rows will have the technician names, while
the columns have the days of the week or month depending on the time period chosen.
Asset Reports
The major categories under which the asset reports are grouped are general reports and
workstation reports. General reports have a list of reports that give details about all
assets owned by your organization mapped against various parameters.
Assets by Product Types report provides the information on the number of assets
available in each of the product type, where product type usually is represented with
categories, such as Software, Hardware, and so on.
Assets by Product report provides information on the number of assets that are
available in each product purchased. Products represent the specific products like Dell
PCs or Adobe Photoshop.
Assets by Acquisition Date provides information on the distribution of assets
purchased on various occasions. You can choose the time period for which the report
needs to be generated. By default, the report will be generated and displayed for the
current week.
Assets by Expiry Date provides information on the asset expiry date so that you can
be well informed about its expiry and plan for its renewal or replacement well in
advance.
Assets by Requesters gives information on the number of assets owned by an
individual requester for the current week. You can choose to view for a different time
period also.
Unassigned assets by Product type report gives information on the assets that are
available for assigning to requesters on demand in each of the product type. Similarly,
the unassigned asset by product report gives information on the assets available for
association on demand in each product.
Assets not in Contract report gives information about the assets that have not
appeared in the contracts. This is also of two types categorized based on product type
and product.
Assets from Vendor report provides information about the asset and vendor
association. This can be of two types based on product type and product.
The workstation reports give you information about the various workstation-related
metrics.
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Workstations by OS report gives you an overview on the percentage of workstations
belonging to each type of operating system. Thus you will also know the different types
of Operating Systems in use in your organization.
Workstations by Manufacturer report gives you a high-level distribution view of the
workstations used from different manufacturers.
Workstations by Domain report tells you the workstation grouping based on domains.
Thus you get to know the number of workstations in each of the domains in your
organization network.
Workstations by Network gives you the grouping of workstations depending on the
network to which they belong, thus enabling you to estimate the load on each network
and allot new workstations judiciously.
Unassigned workstations by Domain gives you the number of workstations that are
connected to the domains but are not assigned to any user or department or
workstation. The list of workstations is also displayed in the tabular form just below the
graph.
Unassigned workstations by Network gives you the list of workstations that are
connected to your networks but are not assigned yet to any user or department. The list
of workstations is also displayed in the tabular form just below the graph.
OS count by domain report tells you the number of OSs in a particular domain and also
gives you the number of workstations that have the OS installed in them. This report is
in a tabular format and gives you only the numbers.
OS count by network report tells you the number of OSs in a particular network and
also gives you the number of workstations that have the listed OS installed in them. This
report is in a tabular format and gives you only the numbers.
Model count by domain report gives the workstation model count in a particular
domain. It lists the various workstation models available in the organization as columns
and the domains as rows. The count of each of the workstation models in a particular
domain is provided in the table cell corresponding to it.
Model count by network gives the workstation model count in a particular network. It
lists the various workstation models available in the organization as columns and the
network IPs as rows. The count of each of the workstation models in a particular network
IP is provided in the table cell corresponding to it.
Manufacturer count by domain report again is a tabular report that has the list of
manufacturers from whom your organization has acquired workstations as the columns
and the domain names as rows. The cells contain the count that denotes the number of
workstations of a specific model available in that particular domain.
Manufacturer count by network report is also a tabular report that has the list of
manufacturers from whom your organization has acquired workstations as the columns
and the network IPs as rows. The cells contain the count that denotes the number of
workstations of a specific model available in that particular network address.
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Survey Reports
The survey reports can be found just below the Asset Reports grouping. To view the
reports, you just need to click on the corresponding report link. They are all summary
type reports and will display the information in the form of table data. They provide you
with the summary details on the survey results based on various parameters. All these
reports help in measuring the efficiency and effectiveness of the support team and the
kind of corrective actions that might be needed to delight the requesters.
Survey Overview Report gives the overall ratings of each of the questions in the
survey based on the feedback of the users who took the survey. The ratings give you an
idea about the value that is associated with the corresponding question. This report
provides both tabular and a graphic representation of the results.
Survey Results by Category report has the survey information grouped based on the
category. Against each category, the points gained by each of the survey questions will
be tabulated. Depending on the kind of survey questions, this report will provide
valuable information based on individual request categories.
Survey Results by Technicians has the survey information grouped based on
individual technicians. Each of the survey questions will carry some value and based on
this value, the average value for the questions will be marked against the technicians.
These points will enable you to objectively measure the technicians efficiency and
effectiveness from the users perspective and take any corrective measures, if required.
Survey Results by Requester has the survey information grouped based on individual
requester. This helps you in finding out which requester has sent the maximum number
of requests and any other information based on your survey questions. This will give you
an idea of the users perspective and help you in deciding about the corrective actions
that need to be taken to make the support team more efficient and effective.
Survey Results by Priority has the survey information grouped based on the priority
of the requests. The points for each question of the survey is mapped against the priority
of the request for which the survey was sent.
Survey Results by Level has the survey information grouped based on the level of the
requests. The points for each question of the survey is mapped against the level of the
request for which the survey was sent.
Survey Results by Mode has the survey information grouped based on the mode of the
requests. The points for each question of the survey is mapped against the mode of the
request for which the survey was sent. This also gives you an idea on the mode of
request that is most frequently used to create a new request.
Survey Results by Department has the survey information grouped based on the
department from which the requests originated. The points for each question of the
survey is mapped against the department name from where the request originated.
Purchase Reports
The purchase reports are listed just below the Survey Reports. To view the report, just
click the corresponding report link.
Order Placed Report gives you the overall purchase orders that have been placed by
your firm and the total cost of the PO items. The report is available in both tabular as
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well as graphical format. The tabular format gives you information on the requester who
the placed the order, when it was ordered, if the items have been received the date
when they were received will be displayed, the vendor name, and the price of the item.
At the bottom of the table the total purchase cost will be displayed. This total includes
the cost of the items that are yet to be received also.
Items Received Report gives information on the items of the purchase order that have
been received. The tabular report gives the total cost of the items that have been
received till date. This helps in calculating the total expenditure of the organization for a
time period.
Custom Reports
If you are not able to find the report that you are looking for in the above out-of-the-box
reports, then you can create your own report with the help of the custom report
generation option.
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Custom Reports
ServiceDesk Plus enables you to create reports that meet your need if you are unable to
find them from the list of out-of-the-box reports already available. To create your
custom reports
1. Login to ServiceDesk Plus application with the administrator user name and
password.
2. Click Reports tab in the header pane.
3. Click Create New Report link available beside the Custom Reports sub-head in
the reports home page. This opens the Custom Report Wizard that will help you
navigate through the various steps involved in the creation of a custom report.
4. Choose the report type radio button. You can either create a tabular report or a
matrix report.
5. Choose the module (Request / Inventory) for which you wish to create the report.
6. Click Proceed to Report Wizard button.
You can either create the reports based on a simple date/time criteria or use advanced
filters to generate better reports with very specific information. There are three steps in
the reports wizard before the report is generated.
Generating Tabular Reports
Tabular reports are simple reports that allow you to list your data based on certain
criteria. You can select the columns to view and group the output data. If you had
selected the Tabular Reports option in step 4 above, then follow the steps below to
create a tabular report:
Filter Setting Step
1. If you are using the date / time filter criteria, select the required date
column from the Select Column combo box.
2. Select the period for which you want to generate the report. If needed you
can also provide a custom period by choosing the from and to date
manually.
3. Click Next.
To use Advanced Filtering, you first need to select the radio button for
matching all the selected criteria or any one of them. Then from the column
listing, select the various columns and set the match operator and mention the
values for matching.
Finally, click Next.
Columns to Display Step
Select the columns that need to be displayed in the tabular report from the
Available Columns list box and click >> button to move them to Columns to
display list box. If you want remove any column from the Columns to display
list box, select the same and click << button.
Click Next. This leads you to the grouping of columns, where you can choose
two levels of grouping.
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Grouping Data Step
From the Select Column list box, select the column based on which you wish to
group the data and choose whether you want the grouping to be ascending or
descending. For the second level of grouping you need to do the same from the
second list box available.
Click Generate. The report is generated and displayed as unsaved report. You
can edit the report if you wish to by clicking the Edit button, which will take
through the Report Wizard again. If you are satisfied with the report, click Save.
Enter the Report Name, which is a mandatory field and description, if any in
the Save Report form. Click Save Report, else click Cancel.
You can export this report also to PDF format. To know how to export to PDF,
refer to the section Exporting Report as PDF.
Generating Matrix Reports
Matrix reports provides the data in a grid manner (m x n format). It allows you to study
different scenarios based on the chosen criteria. To create a matrix report, you must
choose the corresponding radio button in the create report form. In the Filter setting
stage of the Report wizard, follow the steps below:
Filter Setting Step
1. If you are using the date / time filter criteria, select the required date
column from the Select Column combo box.
2. Select the period for which you want to generate the report. If needed you
can also provide a custom period by choosing the from and to date
manually.
3. Click Next.
To use Advanced Filtering, you first need to select the radio button for
matching all the selected criteria or any one of them. Then from the column
listing, select the various columns and set the match operator and mention the
values for matching.
Finally, click Next.
Grouping Data Step
The information can be summarized based on two values; one for the rows and
one for the columns. First select the row value for summarizing data from the
Select Column list and then choose whether you want that in the ascending
order or descending. Choosing this will activate the Select Column list box for
the column grouping. Choose the column based on which you want the column
information to be grouped and then whether you want the values displayed in
the ascending or descending order.
Click Generate. The report is generated and displayed as unsaved report. You
can edit the report if you wish to by clicking the Edit button, which will take
through the Report Wizard again. If you are satisfied with the report, click Save.
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Enter the Report Name, which is a mandatory field and description, if any in
the Save Report form. Click Save Report, else click Cancel.
You can export this report also to PDF format. To know how to export to PDF,
refer to the section Exporting Report as PDF.
Delete Custom Reports
You can delete the custom reports that you have created and saved. Just click Delete
link available against the custom report that you wish to delete. This will delete the
report.
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Viewing Helpdesk Reports
To view helpdesk reports
1. Log in to ServiceDesk Plus using the user name and password of an admin user.
2. Click the Reports tab in the header pane. First, the help desk reports are listed,
followed by the assets reports.
3. Click any of the helpdesk reports.
For all the helpdesk reports, you can choose the time period for which the report can be
generated. To choose the time period, follow the steps given below:
1. Click the report name to view the default report generated for the current week.
2. Once you enter into the individual helpdesk report view, on the right side you will
see a Time Period block. By default, This Week is selected in the Choose a
time period combo box.
3. From the Choose a time period combo box, select your time period. The various
options available are Today, This Week, Last Week, This Month, and Ever
Opened.
Note: For the summary reports, you will not find the Ever Opened option in
the time period combo box.
If you do not want the predefined periods, then you can choose your own custom period.
1. In the Time Period block, click the calender icon
Custom Period.
beside the From field under
2. Choose a start date from which the report needs to be generated.
3. Similarly, choose an end date for the report in the To field.
4. Click Generate.
The report is generated for the custom period that you have chosen.
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You can view the report either as a bar graph or as a pie chart. By default, the report is
displayed as a bar graph as shown below:
To view the report as a pie chart, click the
icon.
icon. To view it as a bar chart, click the
In case of the time spent reports, you can also select the requester / technician /
department / category for which you wish to generate the report, depending on the
report type. This will give you the report for only the selected value.
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Viewing Asset Reports
To view asset reports
1. Log in to ServiceDesk Plus using the user name and password of an admin user.
2. Click the Reports tab in the header pane. The asset reports are listed below the
helpdesk reports.
3. Click any of the asset reports.
You can generate Assets by Acquisition Date and Assets by Expiry Date reports for
the time duration you want.
To choose the time period
1. Click the report name to view the default report generated for the current month.
2. Once you enter into the individual report view, on the right side you will see a
Time Period block. By default, This Month is selected in the Choose a time
period combo box.
3. From the Choose a time period combo box, select your time period. The various
options available are This Week, Last Week, This Month, This Quarter, Last
Quarter, and Ever Opened.
If you do not want the predefined periods, then you can choose your own custom period.
1. In the Time Period block, click the calender icon
Custom Period.
beside the From field under
2. Choose a start date from which the report needs to be generated.
3. Similarly, choose an end date for the report in the To field.
4. Click Generate.
The report is generated for the custom period that you have chosen.
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You can view the report either as a bar graph or as a pie chart. By default, the report is
displayed as a bar graph as shown below:
To view the report as a pie chart, click the
icon.
icon. To view it as a bar chart, click the
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Viewing Purchase Reports
To view purchase reports
1. Log in to ServiceDesk Plus using the user name and password of an admin user.
2. Click the Reports tab in the header pane. The purchase reports are listed below
the survey reports.
3. Click any of the purchase reports.
You can generate the purchase reports for the time duration you want.
To choose the time period
1. Click the report name to view the default report generated for the current month.
2. Once you enter into the individual report view, on the right side you will see a
Time Period block. By default, This Month is selected in the Choose a time
period combo box.
3. From the Choose a time period combo box, select your time period. The various
options available are This Week, Last Week, This Month, This Quarter, Last
Quarter, and Ever Opened.
If you do not want the predefined periods, then you can choose your own custom period.
1. In the Time Period block, click the calender icon
Custom Period.
beside the From field under
2. Choose a start date from which the report needs to be generated.
3. Similarly, choose an end date for the report in the To field.
4. Click Generate.
The report is generated for the custom period that you have chosen.
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You can view the report either as a bar graph or as a pie chart. By default, the report is
displayed as a bar graph as shown below:
To view the report as a pie chart, click the
icon.
icon. To view it as a bar chart, click the
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Exporting Report as PDF
You can export the report as PDF and save the PDF version of the report for future
reference.
To export a report as PDF
1. Generate the report that you want. To know how to generate a report, refer to
the Viewing Helpdesk Reports and the Veiwing Asset Reports topics.
2. In the report view, click the Export as PDF link available at the top right corner
of the report block.
3. If you have a PDF reader (Acrobat Reader), you will be asked if you want to open
the document in your default PDF reader. Or else, you can choose to save the
PDF document to your disk by selecting the Save to Disk radio button. If you
want to open the PDF in a PDF reader, then leave the default selected option as
is.
4. Click OK. The PDF document is opened in your default PDF reader.
5. Save the PDF document for future reference.
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General Features
This topic explains the various features that are not grouped under any of the modules
but can be used from the application.
•
License Expiry display
•
Dashboard displaying your request summary
•
Publishing organization wide announcements
•
Global view displaying details regarding purchase orders delivery statistics,
contracts expiry statistics, and request related graphs
•
Tracking your daily tasks
•
Viewing the error logs from Support
•
Changing the password
•
List of the last ten Recent Items viewed in the application
•
Data back up and restore options
•
Changing Web Server Port
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Login Index Page
The login page of all users of ServiceDesk Plus has various useful information displayed
that enables an administrator, a technician , or a requester to take necessary action. The
following are available in login home page, based on the login credentials of the user:
1. Dashboard that displays the request summary. In the requester login, the
dashboard displays the number of open requests raised by them, closed requests
raised by them, and all requests they have raised.
2. Tracking your tasks using the My Tasks section.
3. Add, Edit, or Delete Announcements that can be displayed for all users of
ServiceDesk Plus or only to the technicians.
4. Global view providing information on purchase order delivery schedules, contracts
expiring schedules, and request related graphs.
5. License Expiry alert and prompt for registering ServiceDesk Plus.
License Expiry Alert
Just below the header tabs the license expiry alert will be displayed. This provides
details, such as the number of days the existing license is valid, the date by which the
license has to be renewed, sales contact email ID, link to apply the upgraded license,
and a combo box where you can set the number of days after which you want this
reminder to be displayed. Once you choose the number of days from the combo box and
click OK, the reminder will disappear and will again be displayed after the specified time
frame.
If you do not want to choose the number of days and want the reminder to be available
every time you login, then clicking Hide link at the top left corner of the license expiry
alert box will temporarily hide the alert box.
To register ServiceDesk Plus, you can just click the link click here to apply in the
license alert box. This opens the license upgrade window. To apply the license, refer to
the topic Registering ServiceDesk Plus.
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Dashboard
ServiceDesk Plus login home displays a dashboard with information on the request
summary of the requests assigned to the user who has logged in. In the case of
requesters, the dashboard displays information regarding the requests that have been
raised by them. For more information on the requester login home dashboard, refer to
the Self Service Portal help.
In the technician / administrator login of ServiceDesk Plus, the dashboard displays the
following information:
1. Number of overdue requests that are assigned to the user.
2. Number of requests that are due for that day.
3. Number of open requests that are assigned to him/her.
Clicking these links will open the corresponding list view.
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Publishing Announcements
ServiceDesk Plus allows you to publish announcements company wide or just to the
technicians group. The announcement board is available in the login home just below the
request dashboard. You can add, edit, and delete announcements. The new
announcements are displayed in bold while the old announcements that have been
viewed once, will be displayed in regular font.
The recent announcements will be displayed in the box. To view all the announcements
(even completed ones), click the Show All button. This will display the list of all
announcements added till date.
To view an announcement, click the Announcement Title to open the complete
announcement details in a pop-up. If there are more than one announcements, then you
will notice a Previous and Next button in the pop-up. Using this you can navigate
through the announcements list and view all the announcements without closing the
pop-up window.
Add a New Announcement
To add a new announcement
1. Login to ServiceDesk Plus using the administrator / technician user name and
password.
2. In the login home page, if you have permissions to add an announcement, you
will notice the Add New button in the announcements box as shown above. Click
the button. The Add New Announcement dialog pops up.
3. Enter the Announcement Title. This can be a short statement that describes what
the announcement.
4. Type the Announcement Content in the text box provided for the same.
5. Select the From date and To date using the calender icon beside the respective
fields.
6. If you wish to publish the announcement only to the technicians and do not wish
to expose it to your requesters, then select the check box Show this
announcement only to technicians.
7. Click Save. At any point of time, you do not wish to add the announcement, click
Cancel.
The announcement will be added and the pop-up will display the announcement details
as entered by you. The announcement title will be displayed in the login home in bold
text in the announcement box with a new icon beside it.
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Edit an Announcement
To edit an announcement
1. Login to ServiceDesk Plus using the administrator / technician user name and
password.
2. In the login home page, click the title of the announcement that you wish to edit.
The announcement details are displayed in a View Announcement pop-up. If
you have permissions to edit / delete the announcements, you will see an Edit
and Delete button.
3. Click Edit button.
4. You can change all the fields of the announcement in the Edit Announcement
form.
5. Click Save. At any point of time, you do not wish to edit the announcement, click
Cancel.
All the changes made in the announcement will be saved.
Delete an Announcement
To delete an announcement
1. Login to ServiceDesk Plus using the administrator / technician user name and
password.
2. In the login home page, click the title of the announcement that you wish to
delete. The announcement details are displayed in a View Announcement popup. If you have permissions to edit / delete the announcements, you will see an
Edit and Delete button.
3. Click Delete button. A confirmation dialog pops up.
4. Click OK to delete, and Cancel to retain the announcement.
Alternatively,
1. Login to ServiceDesk Plus using the administrator / technician user name and
password.
2. In the login home page, click Show All button in the Announcements box.
3. In the announcements list view, select check boxes beside the announcement
Title which you wish to delete.
4. Click Delete. A confirmation dialog pops up.
5. Click OK to delete, and Cancel to retain the announcements.
Note: If the announcements are open for everyone to view and not
restricted to the technicians alone, then in the requester login, the
requesters will be able to view the announcements by clicking the title of
the announcements. Only announcements that have a completion time
beyond the current date will be visible for the requesters.
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Global View
Global view is available depending on the login authorization permissions provided to the
various technicians. If you have permissions for the same, you will be able to see the
Global View tab just beside the home page dashboard as soon as you login to the
application.
The global view displays the following information:
1. Request Status by Technician table, which denotes the number of requests in
various status assigned to each technician.
2. A graph on request inbound for a specific time period.
3. Contract Summary that provides the number contracts have already expired, are
about to expire in the next 7 days, and are about to expire in 30 days.
4. Purchase Order Summary report that provides details on the number of Purchase
Orders that are already overdue on delivery schedule, number of POs that will
cross the delivery schedule in the next 7 days, and next 30 days.
The above information provides the administrator an idea on what are the entities that
require immediate action to be taken so as to avoid any SLA violations (requests) or
contract expiry. It also helps the administrator to contact the vendor to get an update on
the status of the purchase order and hence avoid delays in the delivery of the items.
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Tracking My Tasks
ManageEngine ServiceDesk Plus provides you with the option of tracking your tasks for
everyday. The tasks that you add to the My Tasks list act as substitute for your sticky
notes or post-it notes which you would use to remember your tasks for the day.
To add new tasks to your task list
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Click Add New at the left bottom of the My Tasks note or New Task link just
below the header tabs. A new task form is opened. In the add new task form, the
date field is set to the today's date and the time is set by default as 00:00 AM.
Change the date and time settings.
3. To change the date, click the calender icon
date of your choice.
beside the date field and choose the
4. From the time combo box, choose the time at which the task is scheduled. The
values in the combo box are available in a gap of 15 min time interval.
5. Enter the Task Summary.
6. Click Add. The new task is added and is listed along with the already existing
tasks in the ascending order based on date and time.
When you have completed the task, you can just strike out the task to indicate that it is
completed by selecting the check box beside the task summary. Alternatively,
1. Click the hyperlinked task summary. An edit task form is opened.
2. In the Task State field, select Completed.
3. Click Edit. The task is struck through to indicate that it is completed.
You can also change the task state by executing the following steps:
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1. Click Show all at the bottom right of the My Tasks note. The All Reminders
window opens.
2. Select the check boxes beside the Task Date of the tasks for which you wish to
change the state.
3. From Change Task State To: combo box, select Completed.
4. Click Change. The task state is changed in the All Reminders window. To view
the changes in the ServiceDesk Plus home page, refresh the page.
5. Click Close in the All Reminders window.
You can delete a task by clicking the delete icon beside the task. Alternatively,
1. Click the hyperlinked task summary. An edit task form is opened.
2. Click the Delete this Task link available at the top left corner of the window.
You can also delete the tasks by following these steps:
1. Click Show all at the bottom right of the My Tasks note. All Reminders window
opens.
2. Select the check boxes beside the Task Date of the tasks for which you wish to
change the state.
3. Click Delete. The task is deleted from the All Reminders window. To view the
changes in the ServiceDesk Plus home page, refresh the page.
4. Click Close in the All Reminders window.
The advantage of moving the task to completed state instead of deleting it completely is
that, you can revert the state of the task to Open again and edit its attributes. But once
you delete the task, it is completely removed from the application and cannot be
retrieved.
Note: The My Tasks option is available for requesters accessing
ServiceDesk Plus through Self-Service Portal also.
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System Log Viewer
You can view the error logs generated by the ServiceDesk Plus application online.
To view the error logs
1. Log in to the ServiceDesk Plus application using your user name and password. If
you have the permissions to view the support information, you will see a Support
tab in the header.
2. Click the Support tab in the header pane.
3. Click the System Log Viewer link available in the Support page.
To view the individual error details
1. In the Error Log list view page, click the hyperlinked Error Message. An error
log window with the details of the error is opened.
2. The Error Message field contains the complete error message.
3. The Module field indicates the module in which the error occurred.
4. The Occurred At field indicates the date and time when the error occurred.
5. If the probable cause of the error is known, then the cause is displayed in the
Probable Cause field.
6. The Performed By field indicates the origin of the error. For example, if it is a
system-generated error, then the Performed By field contains System as its
value.
7. Click Close after viewing the details of the error message.
None of these fields are editable. You can also search for a specific error log details with
the help of the Search in feature.
To search for error logs
1. In the left menu, the search block is found at the bottom. If you are in the Error
Log list view page, then by default, the System Log option is chosen in the
Search in combo box. If not, then choose System Log.
2. In the Enter Keyword text field, enter the search string.
3. Press Enter on your keyboard or click Go. The search results will display all the
error logs that match the search string.
4. Click the error log of your choice to view the same.
You can delete these error logs.
To delete individual error logs
1. In the Error Log list view, select check boxes beside the Error Messages that
you wish to delete.
2. Click Delete.
If you want to delete all the existing error messages, then click the Delete All button.
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Changing Password
Apart from the option of changing password from the user management configurations,
you can also change your individual password by following these steps:
1. Log in to the ServiceDesk Plus application using your user name and password.
2. Just above the tabs in the header pane, click the Change Password link beside
the Logout link. The Change Password window is opened.
3. Your login name will be displayed. Enter your old password in the Current
Password field.
4. Now enter your new password in the New Password field.
5. In the Confirm New Password, enter the new password again.
6. Click Change Password. A message that the new password is updated is
displayed.
7. Click Close.
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Recent Items
When you are using the ManageEngine ServiceDesk Plus application, the application
tracks your last viewed items and lists them in the Recent Items block on the left side.
This has a list of the last 10 items that you viewed in the application, with the latest
viewed item appearing on the top of the list. Clicking the hyperlinked item takes you
directly to the item's details.
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Back up and Restore
•
In Windows
•
In Linux
In Windows
Follow the steps given below to take a back up of the ManageEngine ServiceDesk Plus
data:
1. Click Start -> Programs -> ManageEngine ServiceDesk Plus 5 -> Backup
Data. A back up of the data and the file attachments that have been added to the
application will be created.
The back up file will be created in the <ServiceDesk>\backup directory. The file name
for the back up file will be of the pattern BackUp_monthdate_year_hr_min.data. An
example of the back up file name: BackUp_May20_2005_23_15.data
To restore the back up data
1. Go to <ServiceDesk>\bin directory.
2. Execute the file restoreData.bat at command prompt as shown below:
restoreData.bat <backup file name>
The back up file name has to be the .data file from which you wish to restore the data.
This will restore the data from the back up file.
Note: The ServiceDesk Plus server needs to be shut down before you
restore the data.
In Linux
Follow the steps given below to take a back up of the ManageEngine ServiceDesk Plus
data:
1. Go to <ServiceDesk>/bin directory.
2. Execute the backUpData.sh file as given below:
$ sh backUpData.sh
The back up file will be created in the <ServiceDesk>/backup directory. The file name
for the back up file will be of the pattern BackUp_monthdate_year_hr_min.data. An
example of the back up file name: BackUp_May20_2005_23_15.data
To restore the back up data
1. Go to <ServiceDesk>/bin directory.
2. Execute the file restoreData.sh at command prompt as shown below:
$ sh restoreData.sh <backup file name>
The back up file name has to be the .data file from which you wish to restore the data.
This will restore the data from the back up file.
Note: The ServiceDesk Plus server needs to be shut down before you
restore the data.
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Changing Web Server Port
•
In Windows
•
In Linux
In Windows
Follow the steps given below to change the web server port where the ServiceDesk Plus
server will be running:
1. Go to <ServiceDesk>\bin directory.
2. Execute the file changeWebServerPort.bat at command prompt as shown
below:
changeWebServerPort.bat <new port number>
The web server port will be reset to the new port number that you have specified.
3. If the port number is occupied, you will be prompted to enter a different port
number. If you do not wish to enter a different port number then press N on your
keyboard to exit the application. Else press Y and enter a different port number
that is unoccupied.
This change will be effected only when you restart the server. To connect to the
ServiceDesk Plus server after restarting, the new port number must be used.
In Linux
Follow the steps given below to change the web server port where the ServiceDesk Plus
server will be running:
1. Go to <ServiceDesk>/bin directory.
2. Execute the file changeWebServerPort.sh at command prompt as shown
below:
$ sh changeWebServerPort.sh <new port number>
The web server port will be reset to the new port number that you have specified.
3. If the port number is occupied, you will be prompted to enter a different port
number. If you do not wish to enter a different port number then press N on your
keyboard to exit the application. Else press Y and enter a different port number
that is unoccupied.
This change will be effected only when you restart the server. To connect to the
ServiceDesk Plus server after restarting, the new port number must be used.
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Troubleshooting
This section gives you solutions for the problems faced while scanning for workstations in
ServiceDesk Plus Inventory module.
1. Either access denied for the user or the remote DCOM option might be disabled in
the workstation.
2. User does not have the access privileges to perform this operation.
3. Remote DCOM option is disabled in the Server machine.
4. Connection to RPC server in the workstation failed.
5. One of the WMI components is not registered properly.
6. Execution failure in the WMI Service of workstation.
7. WMI Service is disabled in the workstation.
8. Request for scan operation rejected by the workstation.
9. Connection to Telnet Service in the workstation failed.
10. Either Username or Password is incorrect in the workstation.
11. Scan operation Timed out.
12. The operation invoked is not supported in the current platform.
13. General failure while performing the operation.
Error Message
Cause
Either access denied for the user or the remote DCOM
option might be disabled in the workstation
This error message is shown when scanning of a Windows
workstation fails due to any of the following reasons:
1. The login name and password provided for scanning
might be invalid in the workstation.
2. Remote DCOM option might be disabled in the
remote workstation.
1. Check if the login name and password are entered
correctly.
2. Check if Remote DCOM is enabled in the remote
workstation. If not enabled, then enable the same.
To enable DCOM in Windows 2000 Computers:
1. Select Start > Run
2. Type DCOMCNFG in the text field
Resolution
3. Click OK.
4. Select Default Properties tab
5. Check the box "Enable Distributed COM in this
machine"
6. Press OK
To enable DCOM in Windows XP Computers:
7. Select Start > Run
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8. Type DCOMCNFG in the text field
9. Click OK
10. Right Click on Component Services >
Computers > My Computer
11. Click Properties
12. Select Default Properties tab in the frame that
pops
13. Check the box "Enable Distributed COM in this
machine"
14. Press OK
3. Check if the user account is valid in the target
workstation. For this execute the following
commands in the command prompt (of the server
machine).
net use \\<RemoteComputerName>\C$
/u:<DomainName\UserName> "<password>"
net use \\<RemoteComputerName>\ADMIN$
/u:<DomainName\UserName> "<password>"
Replace the relevant value within <>. Supply
password within the quotes.
If these commands show any error message, then the
provided user account is not valid in that remote computer.
Error Message
Cause
Resolution
Error Message
Cause
User does not have the access privileges to perform this
operation
Such error messages are shown, if the User ID provided
for scanning does not have sufficient access privileges to
perform the scanning operation. Probably, this user does
not belong to the Administrator group of the
workstation.
Move the user to the Administrator Group of the
workstation (or) Scan with an administrator (preferably
a Domain Administrator) account.
Remote DCOM option is disabled in the Server machine
Remote DCOM option might be disabled in the machine
running ServiceDesk Plus Server.
ServiceDesk uses Windows Management
Instrumentation (WMI) to scan the remote workstations.
WMI works over Remote DCOM and hence this option
must be enabled for scanning the remote machines.
Resolution
To know how to enable DCOM in Windows system refer
to resolution of the error message Either access denied
for the user or the remote DCOM option might be
disabled in the workstation.
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Error Mesgsae
Cause
Connection to RPC server in the workstation failed
This message is shown when a firewall is configured on
the remote computer. Such exceptions mostly occur in
Windows XP (SP-2), when the default Windows Firewall
is enabled.
Disable the default Firewall in the workstation. To
disable the Firewall in Windows XP (SP2)
1. Select Start->Run
2. Type Firewall.cpl
3. Click OK.
4. In the General tab, click Off.
5. Click OK.
Resolution
If Firewall cannot be disabled then, we can lauch
Remote Administration feature for administrators in the
remote computer. The following command when
executed in the target computer, can enable the
feature:
netsh friewall set service RemoteAdmin
After scanning the computer, if required, the Remote
Administration feature can also be disabled. The
following command disables the feature:
netsh friewall set service RemoteAdmin disable
Error Message
Cause
Resolution
One of the WMI components is not registered properly
This message is shown if WMI is not available in the
remote windows workstation. This happens in the
Windows 9x, Windows NT and Windows ME. Such error
codes might also occur in higher versions of Windows if
the WMI Components are not registered properly.
Install WMI core in the remote workstation. This can be
downloaded from the Microsoft web site. If the problem
is due to WMI Components registration, then register
the WMI dlls by executing the following command at
command prompt:
winmgmt /RegServer
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Error Message
Cause
Execution failure in the WMI Service of workstation
Such error messages are shown, when there are some
internal execution failures in the WMI Service
(winmgmt.exe) running in the remote workstation.
Probably the last update of the WMI Repository in that
workstation could have failed.
Restart the WMI Service in the remote workstation. To
restart the WMI service in the workstation
1. Click Start -> Run.
2. Type Services.msc
Resolution
3. Click OK.
4. In the Services window that pops-up, select
"Windows Management Instrumentation" service
and right-click on that.
5. Click Restart.
Top
Error Message
Cause
WMI Service is disabled in the workstation
This error message is shown when the WMI Service
(winmgmt.exe) is not enabled in the remote workstation.
Modify the property of WMI Service to Manual or
Automatic from Disabled.
1. Click Start -> Run.
2. Type Services.msc
3. Click OK.
Resolution
4. In the Services window that pops-up, select
"Windows Management Instrumentation" service
and right-click on that.
5. Click Properties.
6. If the Startup type is "Disabled", change it to
"Automatic/Manual" and start the service.
7. Restart the service.
Error Message
Cause
Request for scan operation rejected by the workstation
DCOM settings in Registry of the target workstation reject the
scan request.
Edit the Registry key value, as described below:
1. Use Regedit to navigate to:
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\OLE.
Resolution
2. Double-click the EnableDCOM value Name, a string
(REG_SZ) data type. Set its data value to Y, even if it is
already SET to Y.
3. Click OK
4. Shutdown and restart the computer.
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Error Message
Cause
Resolution
Error Message
Cause
Resolution
Error Message
Cause
Resolution
Error Message
Cause
Resolution
Error Message
Cause
Resolution
Connection to Telnet Service in the workstation failed
Telnet Service might not be running in the target
computer (or) Telnet Service is not running in default
port 23.
Discovering remote Linux Machines by ServiceDesk is
done using Telnet. Ensure that Telnet is running in the
remote workstations in the default port 23.
Either Username or Password is incorrect in the
workstation
The username and password provided to scan the
remote workstation is incorrect.
Discovering Linux Workstations, in ServiceDesk Plus is
done using the Telnet. Provide a valid username and
password that can successfully establish a telnet session
with the target workstation.
Scan operation Timed out
Target workstation did not respond within the default time
limit. This might be due to some delay in the network.
Try scanning the workstation, sometime later. If the same
error message repeats, contact ServiceDesk Plus Support
Team at [email protected]
The operation invoked is not supported in the current
platform
Such error codes are shown if the workstation has an
Operating System other than Windows or Linux.
Currently, Network Discovery in ServiceDesk Plus
supports Windows or Linux machines, only.
General failure while performing the operation
Some unexpected exception occurred while, scanning the
workstation.
Contact the ServiceDesk support team at
[email protected] with the Error log files. You
can obtain the error log files from Support tab by clicking
on the Support File link in the ServiceDesk Plus
application.
AdventNet, Inc.
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