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Microsoft System Center 2012 Service Manager Cookbook
Table of Contents
Microsoft System Center 2012 Service Manager Cookbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
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Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
1. ITSM Frameworks and Processes
Introduction
Understanding ITSM frameworks
Getting ready
How to do it...
How it works...
ITIL© processes
Getting ready
How to do it...
How it works...
See also
Creating an Asset Management process
Getting ready
How to do it...
How it works...
There's more...
See also
Creating a Configuration Management System (CMS) process
Getting ready
How to do it...
How it works...
See also
Creating a Service Request Fulfillment process
Getting ready
How to do it...
How it works...
Creating an Incident and Problem Management process
Getting ready
How to do it...
Incident Management
Problem Management
How it works...
Creating a Change and Release Management process
Getting ready
How to do it...
How it works...
There's more...
Creating an IT Service Desk process
Getting ready
How to do it...
How it works...
Service Level Management process
Getting ready
How to do it...
How it works...
2. Personalizing SCSM 2012 Administration
Introduction
Configuring how long to keep your SCSM data
Getting ready
How to do it...
How it works...
There's more...
Configuration Items data grooming using the console
See also
Configuring the Incident Management global settings
Getting ready
How to do it...
How it works...
Configuring the Service Requests, Activity, Release, Knowledge, and Change Management global settings
Getting ready
How to do it...
How it works...
Working with Prefix settings
File attachment settings
Configuring the behavior of child incidents when resolving, reactivating, and closing the parent Incident
Getting ready
How to do it...
How it works...
Auto resolution of child incidents
Auto reactivation of child incidents
Status of child incidents when linked with a parent
Configuring Priority and Urgency for your SLA targets
Getting ready
How to do it...
How it works...
See also
Configuring global e-mail notification infrastructure settings
Getting ready
How to do it...
How it works...
Creating Management Packs in the Authoring tool to save your SCSM personalization
Getting ready
How to do it...
How it works...
There's more...
Initial baseline and standards
Editing options and flexible customization
See also
Creating formatted e-mail notification templates
Getting ready
How to do it...
How it works...
See also
Creating a basic queue
Getting ready
How to do it...
How it works...
See also
3. Configuring Service Level Agreements (SLAs)
Introduction
Creating Priority Queues
Getting ready
How to do it...
How it works...
There's more...
Service Request queues
Further queue types
See also
Configuring business hours and non-working days
Getting ready
How to do it...
How it works...
There's more...
Add holidays in bulk
Creating SLA metrics
How to do it...
How it works...
Creating Service Level Objectives
Getting ready
How to do it...
How it works...
See also
Creating Incident Management SLAs
Getting ready
How to do it...
Resolution time SLA
First Response Time SLA
How it works...
Creating Service Request SLAs
Getting ready
How to do it...
Implementation Time SLA
How it works...
Viewing SLA warning and breaches
Getting ready
How to do it...
How it works...
There's more...
RAG status in console
Creating notifications for SLA warning and breaches
Getting ready
How to do it...
How it works...
There's more...
Notification for breaches
Creating repeated notifications before SLA breaches with escalation
Getting ready
How to do it...
How it works...
There's more...
Notification timings depending on priority
Notification for breaches
4. Building the Configuration Management Database (CMDB)
Introduction
Adding configuration items manually
How to do it...
How it works...
There's more...
Importing active directory configuration items
Getting ready
How to do it...
How it works...
There's more...
Mapping active directory domain attributes to Service Manager properties
Changing the active directory connector schedule via PowerShell
Importing Configuration Manager configuration items
Getting ready
How to do it...
How it works...
There's more...
Mapping Configuration Manager attributes to Service Manager properties
Importing Operations Manager configuration items
Getting ready
How to do it...
How it works...
There's more...
Adding new Operations Manager CIs
Importing Virtual Machine Manager configuration items
Getting ready
How to do it...
How it works...
There's more...
Need to use an account that isn't a local Administrator?
Setting up a Virtual Machine Manager and Operations Manager integration
Importing Orchestrator runbooks
Getting ready
How to do it...
How it works...
There's more...
Where are my runbooks?
Using a CSV file to import items into the CMDB
Getting ready
How to do it...
How it works...
There's more...
Using PowerShell to find the properties
Is CSV import just for configuration items?
Complex CI importing
See also
Creating a business service
Getting ready
How to do it...
How it works...
There's more...
Raising related incidents
Personalizing and organizing configuration item views
How to do it...
How it works...
Creating a configuration item group
How to do it...
How it works...
There's more...
Creating other groups containing other CI types
5. Deploying Service Request Fulfillment
Introduction
Creating Support Groups for Service Requests
Getting ready
How to do it...
How it works...
There's more...
Creating sub (child) list items
Using Support Groups for filtering in reports
Working with management packs
The Service Request Groups and Service Level Agreements
See also
Creating Service Request templates
Getting ready
How to do it...
How it works...
There's more...
Configuring the Service Request activitie
Configuring required fields of a Service Request
See also
Creating Service Request activities
Getting ready
How to do it...
How it works...
There's more...
How to configure the other activity types
Add more activities to a Servplate
See also
Creating Service Offering categories
Getting ready
How to do it...
How it works...
There's more...
Using Service Offering categories in reports (filtering)
See also
Creating Service Catalog Request offerings
Getting ready
How to do it...
How it works...
There's more...
Copying Request offerings
Views for different status of Request offerings
Standalone Request offerings
Adding a Request offering to an existing Service offering
To control the access SCSM 2012
See also
Creating Service Catalog Service offerings
Getting ready
How to do it...
How it works...
There's more...
Views for different status of Service offerings
Controlling access of Service offerings using groups and user roles
See also
Publishing Service offerings and Request offerings
Getting ready
How to do it...
How it works...
There's more...
Publishing Service and Request offerings without the Change Management process
Unpublish a Service offering or Request offering
See also
Working with Service Requests in the portal
Getting ready
How to do it...
How it works...
There's more...
Additional User Input after the Service Request is submitted
See also
Creating Service Request notifications
Getting ready
How to do it...
How it works...
There's more...
Send different notifications regarding a Service Request
Notification for activities in Service Requests
See also
6. Working with Incident and Problem Management
Introduction
Configuring Incident and Problem lists
Getting ready
How to do it...
How it works...
There's more...
See also
Creating an Incident template
Getting ready
How to do it...
How it works...
There's more...
See also
Adding a task to the Incident form
Getting ready
How to do it...
How it works...
There's more...
See also
Creating a workflow to notify the affected user upon the creation of an Incident
Getting ready
How to do it...
How it works...
There's more...
Workflows and subscriptions
See also
Creating a view to display the Problem Records created in the last 30 days
Getting ready
How to do it...
How it works...
There's more...
Available tokens in Service Manager
See also
Configuring the Global Operators Group
Getting ready
How to do it...
How it works...
There's more...
See also
Downloading, installing, and configuring the Exchange Connector
Getting ready
How to do it...
Part 1 – Install the Exchange Web Service Managed API
Part 2 – Install the Exchange Connector
Part 3 – Configure the Exchange Connector
How it works...
There's more...
Send Email task
See also
Making the description field in the Incident form to auto grow
Getting ready
How to do it...
How it works...
There's more...
See also
Extending the Incident class with a new property
Getting ready
How to do it...
How it works...
There's more...
See also
7. Designing Change and Release Management
Introduction
Creating and configuring Change Request Templates
Getting ready
How to do it...
How it works...
There's more...
Reporting of scheduled and actual date information
See also
Creating and managing Change Management Review Activities
Getting ready
How to do it...
How it works...
There's more...
Notification of reviewers
Add more activities to a Service Request created on a template
See also
Creating Manual Activities for Change Management
Getting ready
How to do it...
How it works...
There's more...
Notification of Activities Implementer
Reporting of Scheduled and Actual Date information
See also
Creating and managing Dependent Activities in Change Management
Getting ready
How to do it...
How it works...
There's more...
Linking activities in Change Requests to activities in Release Records
See also
Creating and personalizing Change Management Parallel Activities
Getting ready
How to do it...
How it works...
There's more...
How to work with Review, Manual, and Dependent Activities
How to work with Sequential Activities inside of Parallel Activities
See also
Creating and personalizing Change Management Sequential Activities
Getting ready
How to do it...
How it works...
There's more...
How to work with Review, Manual, and Dependent Activities
How to work with Parallel Activities in SCSM 2012
See also
Creating and personalizing Change Management Activity notifications
Getting ready
How to do it...
How it works...
There's more...
Notify the Implementer of a Manual Activity
Working with Notification templates
See also
Creating and managing Build and Environment Release Records
Getting ready
How to do it...
How it works...
There's more...
Builds are not only software related
See also
Creating and managing Release Record Templates
Getting ready
How to do it...
How it works...
There's more...
Working with Activities
Add more specific information to a Release Record Template
See also
Working with Change Requests and Release Records
Getting ready
How to do it...
How it works...
There's more...
Using Environments and Builds
Using Parent/Child Release Records
Reporting of Scheduled and Actual Date information
See also
8. Implementing Security Roles
Introduction
Viewing basic settings for Security roles
Getting ready
How to do it...
How it works...
There's more...
Data Warehouse User roles
See also
Adding users to the End User role
Getting ready
How to do it...
How it works...
There's more...
Beware of the Authenticated users
Creating and managing Service Request roles
Getting ready
How to do it...
How it works...
There's more...
Implied permissions
See also
Creating and managing Incident Management roles
Getting ready
How to do it...
How it works...
There's more...
Support Group alias (Incident Tier Queue)
See also
Creating and managing Problem Management roles
Getting ready
How to do it...
How it works...
See also
Creating and managing Change and Release Management roles
Getting ready
How to do it...
How it works...
There's more...
Using the built-in roles
Creating hybrid roles
Getting ready
How to do it...
How it works...
There's more...
Advance extensions
Configuring the self-service catalog security role
Getting ready
How to do it...
How it works...
There's more...
Dynamic membership
Excluded members
Editing the catalog group
See also
Listing SCSM security role details with PowerShell
Getting ready
How to do it...
How it works...
There's more...
Piping the script output to a text file
See also
9. Reporting
Introduction
Viewing SCSM reports
Getting ready
How to do it...
How it works...
There's more...
Accessing reports from a browser
See also
Creating Favorite and Linked Reports
Getting ready
How to do it...
How it works...
See also
Creating reports with Report Builder
Getting ready
How to do it...
How it works...
There's more...
Installing Report Builder 3.0 on your computer
Writing SQL queries for your reports
Copying existing reports
See also
Configuring report permissions
Getting ready
How to do it...
How it works...
There's more...
Security roles
Security settings inheritance
Delivering reports automatically using report subscriptions
Getting ready
How to do it...
How it works...
There's more...
Allowing non-Content Managers to define e-mail addresses
Analyzing data with Microsoft Excel
Getting ready
How to do it...
How it works...
There's more...
Using Slicers to filter data
See also
Using the Analysis Library to publish Excel reports
Getting ready
How to do it...
How it works...
See also
Using SharePoint for advanced dashboards
Getting ready
How to do it...
How it works...
10. Extending SCSM with Advanced Personalization
Introduction
Using the SCSM Authoring Tool
Getting ready
How to do it...
How it works...
See also
Extending Service Manager classes
Getting ready
How to do it...
How it works...
There's more...
Lists aka enumeration types
See also
Sealing management packs
Getting ready
How to do it...
There's more...
FastSeal.exe
See also
Creating new classes
Getting ready
How to do it...
How it works...
There's more...
Inheriting from a different class
System Center Common Model
See also
Customizing default forms
Getting ready
How to do it...
How it works...
There's more...
The Extensions tab
See also
Creating your own forms
Getting ready
How to do it...
How it works...
See also
Using an XML editor to modify management packs
Getting ready
How to do it...
There's more...
Management Pack Schema
11. Automating Service Manager 2012
Introduction
Routing Incidents automatically using workflows
Getting ready
How to do it...
How it works...
See also
Downloading and installing SMLets
Getting ready
How to do it...
How it works...
There's more...
See also
Using SMLets to delete a Work Item
Getting ready
How to do it...
How it works...
There's more...
Export your unsealed Management Packs using the Service Manager cmdlets
How to do it...
How it works...
There's more...
Creating a custom workflow in the Authoring Tool – export your unsealed Management Packs
Getting ready
How to do it...
How it works...
There's more...
See also
Autoclose resolved Incidents with SMLets and a custom workflow
Getting ready
How to do it...
How it works...
Automating your Request Offerings with Orchestrator
Getting ready
How to do it...
How it works...
There's more...
Make sure that your Runbook is Checked In
Be careful when editing your Runbook!
See also
A. Community Extensions and Third-party Commercial SCSM Solutions
Introduction
Provance® – IT Asset Management, Data Management, and Bar Code for Microsoft® System Center
Provance IT Asset Management Pack
Provance Data Management Pack
Provance Bar Code
Derdack Enterprise Alert®
Seven-Winds Call Script Manager
Call Script Manager – what it does and how it helps
Call Script Builder
WebFront for Service Manager 2012
B. Useful Websites and Community Resources
Introduction
Useful community blogs
Frameworks and processes
Valuable community forums and user groups
Websites for SCSM solutions and extensions
Online Wikis
Social network resources
Index
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