SummitAI Tahoe SP1 Release Notes

On this page: 


What's New?

Highlights

The following links provide Module-wise summary of key features introduced in Tahoe SP1 Release.

Platform 

License Expiry Notification

  • Enables an administrator to configure the license expiry notification, send notifications to desired set of selected users, and set the expiry reminder to alert the user(s) about the license expiry.

Offboarding User Policy

  • Provision an analyst to address pending and progressive dependent items (Incident, Service Request, Change Request, and Problem Record List) associated with the offboarded analyst.   

  • An Offboarded Users link to list the dependent records associated with offboarded user account specific to the configured Domain, Tenant, and Workgroup.

API Discovery

To discover multiple type of devices, SummitAI now offers API based discovery. Based on the API configuration, the Servers, Networks, Links, Printers, and Laptop devices in the organization can be identified or define to establish connection with the configured APIs.

Service Management 

Business Rule Designer

  • Schedulers are introduced in Business Rule Designer that enables you to schedule incidents for automating different tasks such as Updating Fields, Sending Notifications in a scheduler manner. Few examples of this could be auto resolving incidents that are pending since more than 2 months, sending notifications to Workgroup Owner if a VIP ticket is left unattended for more than 3 hours, or auto-cancel old incidents. This way, all the low value activities traditionally done by technicians can be offloaded to Business Rule Designer, thereby enabling the technicians to focus on high value activities. 

  • Incident Closing Mode is introduced in Business Rule Designer that enable you to close the incidents automatically or manually as per business requirements. Automation of incident closure helps the Administrator to define the closure mode based on the variety of criteria. The key piece to this auto closure feature is the ability to automatically close the incidents based on the following:
    • Business Days - Business days will not include Holidays and Weekends
    • Calendar Days - Calendar days will include Holidays and Weekends

Call Management

  • When a Call is resolved, the technicians are now prompted to select the Closure Code. Consequently, the technicians can update the Closure Code as Successful, Unsuccessful, Deferred etc. As a result, the Service Desk can build visibility with Reports that help them to objectively measure the service quality and also identify and execute opportunities that enhance Customer Satisfaction (CSAT), as a part of continual service improvement.

  • Introduced a list of relevant Knowledge Articles as recommended solution when the Analyst is typing in the user’s query in the Call Record. This enables the Analysts to instantly resolve the user’s queries, thereby improving the overall customer experience. Hence, we have integrated Knowledge Management and Call Management.

Change Management

  • You can now set rules that would automatically close the Implemented Change Requests after a specific period. Defining the Closure Mode (Auto / Manual) is important because it -

    • Eliminates the need for technicians to manually close the Change Requests

    • Enables the Service Desk to operationalize the business process laid out by the organization

    • Eliminates any potential human errors - miss out closure of CRs etc.

  • Better control over Notifications can now be established by configuring when the Analysts should receive the notifications during the life cycle of the Change Request. Administrators can decide if the Analysts should be notified after every Approval or Update or should be notified only after the CR is assigned to them.

Problem Management

  • Operational Level Agreements can now be defined for the Work Orders created from Problem Records, similar to Incident and Service Requests. As a result, it ensures that the internal SLAs between teams are met and thereby ensure on-time delivery of service. OLAs act as a foundation of good practise and common agreement.

  • The Approvers can now approve, review or reject the Problem Records directly over email. The details of the Problem Record can be embedded in the email, thereby eliminating the need for Approvers to traverse back and forth between mail and SummitAI Web Application for approvals.

  • You can now customize the Work Order Forms of Problem Record by adding custom attributes defined at the Problem Record level. This allows the Analysts to capture the details at the Work Order level by filling in the custom attributes, thereby enabling better tracking.

Service Request

  • Introduced a restriction to prohibit the Requestor to select the same user as an Approver for User Group Approval in SR workflow, while configuring Service Request at Tenant level. Hence, enhanced the approval process by restricting the Requestor as one of the Approver. Hence, it will be helpful to avoid misuse or manipulation of the authorized access.

    For example, User1 is the Requestor and User Group Approval group comprises of User1, User2 and User3. This feature prohibits the User1 to select User1 (self) as approver.

Database Schema DN Tables

The following new DN tables are added for Service Management in SummitAI Service Management Database Schema Definition Guide.

  • DN table are now developed to capture the checklist parameters such as Checklist Name, Status, Updated By – This can be used to build Reports that would help provide visibility on how the checklists are updated by Analysts for Incident Management module. (IM_RPT_DN_Change_Checklist_History)

  • DN table are now developed to capture the checklist parameters such as Checklist Name, Status, Updated By – This can be used to build Reports that would help provide visibility on how the checklists are updated by Analysts for Service Request module. (SR_RPT_DN_Change_Checklist_History)

  • DN table are now developed to capture the checklist parameters such as Checklist Name, Status, Updated By – This can be used to build Reports that would help provide visibility on how the checklists are updated by Analysts for Change Management module. (CM_RPT_DN_Change_Checklist_History)

  • DN table are now developed to capture the catalogs parameters such as Catalog Response SLA, Catalog ID, Catalog Response Business Days – This can be used to build Reports that would help provide visibility on how the Service Catalogs are updated by Analysts. It holds all the detail about the Service Catalogs. (SR_RPT_DN_ServiceCatalog_Master)

Asset Management

  • Add Software screen is improvised to facilitate simplified configuration of the Software Inventory and License Management Modules.

  • Asset return process is enriched to enables best-in-class asset tracking mechanism.

  • New provision to an Administrator for the custom Sub Status configuration of Fixed and Non-fixed assets. 

IT Operations Management

Service Dashboard

  • Service Dashboard helps the Analyst or Admin to monitor all the details about the available services. This dashboard provides complete information about the service and its components.

Support for API related to monitoring Meraki devices

  • A new feature is added to monitor Meraki devices in the Discovery using API as a Monitoring Protocol. This enables the Admin to monitor the Meraki devices in the Discovery.

New Features

Platform 

Feature Name 

Feature Description 

Feature Benefit 

License Expiry Notification 

Target Persona: Admin

The License Expiry Notification feature helps to configure the license expiry notification and send notifications to desired set of configured users. Using this functionality, an admin can set the expiry reminder to alert the user(s) about the license expiry.

The UI using the ‘Set License Expiry Reminder’, instead of the Web.config file.  For more information, see License Expiry Notification.

  • The application sends notifications to all the users that the license is about to expire.  

  • Expiry notification sent to configured users.  

  • Can set license expiry reminder to alert the users by configuring the required days to notify them about the license expiry. 

  • Provision to set more than 1 expiry reminder days by configuring duration with comma separated values. 

Offboarding User Policy List 

Target Persona: Analyst 

The Offboarding User Policy List feature enables in addressing the pending and progressive dependent items associated with the offboarding analyst. A new tracking incident is created, and e-mail notification is triggered to respective stakeholders about the dependents of offboarding user accounts. For more information, see Offboarding User Policy.

This feature enables to:

  • Track the dependent items associated with offboarded user account.

  • Create a tracking incident.

  • Send e-mail notifications.

  • Free-up the licenses associated with offboarded user account.

A new Offboarded User link is implemented to view the list of dependent records associated with offboarding user account specific to the selected Domain, Tenant, and Workgroup.

Note:

The records are accessible, if the logged in user has analyst privileges and associated with the respective workgroup. Else, the records appear greyed out.

  • Enables creating an incident to track the dependencies assigned of an offboarding user account.

  • Provision to send e-mail notifications to all the concerned stakeholders, immediate managers, and configured additional users.

  • Decrease the support effort to mitigate the dependencies from the user account that is being deactivated.

API Configuration 


Target Persona: Administrator

To discover multiple type of devices, SummitAI now offers API based discovery. Based on the API configuration, the Servers, Networks, Links, Printers, and Laptop devices in the organization can be identified or define to establish connection with the configured APIs. It identifies or supports all the devices wherever an APIs is required.

Using API configuration, you can:

  • Establish connection with the API.
  • Manage Repository of templates.
  • Append API based discovery.
  • Sending Notification.
  • Maintaining Logs and reports.

For more information, see API Configuration.

  • Identifying devices that are un-operational.
  • Better data related to troubleshooting, by checking the logs of devices that are inactive.
  • Sending email notifications for devices that are inactive.


Service Management

Feature Name

Feature Description

Feature Benefits

Incident Closing Mode at Business Rule Designer level

Target Persona: Admin

On a Business Rule page (Admin > Basic > Infrastructure > Business Rule > UPDATE FIELDS), a new drop-down box Incident Closing Mode is introduced with two new options Auto and Manual.

On a Business Rule page, a new text box Auto Closing days is introduced. This text box is enabled if Incident Closing mode is selected as Auto. It will also have the drop-down with the following Business Days and Calendar Days options. For more information, refer to Business Rule Designer.

At Tenant configuration level for Incident module, a new drop down is introduced along with text box for Auto Closing Days. This drop-down will have the Business Days and Calendar Days options.

Note:

  • By default, Business Days is displayed.

  • Business days will be considered based on SLA Service Window configuration (Incident > Configuration > SLA Configurations > SLA Service Window).

  • Calendar days will include all days for incident closure irrespective of holidays and weekends (Saturday and Sunday).

For more information, refer to Configuring Incident Management Module.
 

Note: Incident Closing Mode configuration done at Business Rule Designer will override the incident closure configuration done at Tenant, Category and Workgroup level.

For more information, refer to Configuring Category, Configuring Workgroups.

  • Flexibility to define Auto Closure on a variety of criteria from a single interface.
  • Eliminates the need for technicians to manually close the Incidents.
  • Enables the Service Desk to operationalize the business process laid out by the organization.
  • Eliminates any potential human errors - miss out closure of Incidents etc.

Configuring a Schedule in Business Rule Designer

Target Persona: Admin

A new check box Schedule is added for Trigger Type on the BUSINESS RULE page. 

New filter Trigger Type is added under FILTERS with the following options:

  • Create

  • Update

  • Schedule

Schedule Info icon is introduced which will be displayed along with Business Rule ID in SHOW LIST under ACTIONS.

For more information, refer to Business Rule Designer.

  • Schedule based Business Rules eliminate the need for technicians to manually update fields in the record or send notifications.
  • Works at scale – whether there are 20 records or 100 records.
  • Automation of low value activities enable technicians to focus on high value activities.
  • There is no room for human errors because it is system driven.

Bar Caller from the Approver List

Target Persona: Admin

A new check box Bar Caller from Approver List is added on the TENANT page (Admin > Basic > Infrastructure > Tenant), under the For Approver section for Service Request.

For more information, refer to Configuring SR Management.

If Enable Approver Selection under CONFIGURE USER GROUP is disabled then in case of multiple approvers, this feature will remove the caller from the approver list after submission. If the caller is the only approver, then system displays a validation message and blocks the SR submission.

If Enable Approver Selection under CONFIGURE USER GROUP is enabled then in case of multiple approvers, if user selects only caller as an approver, system displays a validation message and blocks the SR submission. If user selects multiple approvers including a caller, this feature will remove caller from the approver list once the SR gets submitted. If the caller is the only approver then system displays a validation message and blocks the SR submission.

  • Creating an effective and authentic approval management process.
  • Avoid audit violation by barring Approver and Requestor as same user.




Auto Close Change Request

Target Persona: Admin

On the TENANT page (Admin > Basic > Infrastructure > Tenant), a new sub-section CHANGE REQUEST CLOSURE is added under DETAILS section for Change Management module with the following new configurations:

  • Change Request Closing Mode drop-down box (Auto and Manual)

  • Auto Closing Days text box

For more information about how to configure CHANGE REQUEST CLOSURE for the automatically or manually, refer Configuring Change Management Module.

  • Eliminates the need for technicians to manually close the Change Requests
  • Enables the Service Desk to operationalize the business process laid out by the organization
  • Eliminates any potential human errors - miss out closure of CRs etc. 


Manage CR Approval, Update, and Task Notifications in Change Management


Administrator can manage the CR Approval, CR Update, and Task notifications triggering to the workgroup members while creating the workflow by selecting the following fields.

On the PROPERTIES pop-up (Approval), the following fields are added newly.

  • Enable Approval Notifications for Workgroup - If enabled, the CR approval notifications are sent to members of the selected workgroup.

  • Enable CR Update Notifications for Workgroup - If enabled, the CR update notifications are sent to members of the selected workgroup.

On the PROPERTIES pop-up (Task), the following field is added newly.

  • Enable Task Notifications for Workgroup - If enabled, the task notifications related to Testing, Implementation & Approval will be sent to members of the selected workgroup.

For configuration, see Configuring CR Approval Workflow.

Better control over the notifications – Make sure the right notifications are sent to the right stakeholders at the right time.

Creating, Viewing and Updating a Work Order for a PR

Target Persona: Admin

You can configure the Operation Level Specifications (OLS) for Problem Management also under the DEADLINE tab on NEW OPERATIONAL LEVEL SPECIFICATIONS like Incident Management and Service Requests.

For more information, refer to Operation Level Agreement (OLA).

Analyst can create, view and update the Work Orders.

For more information, refer to Creating Work Orders, Viewing and Updating Work Orders.

  • Increasing C-SAT by following defined SLA guidelines.
  • Operational Level Agreements can now be defined for the Work Orders created from Problem Records, similar to Incident and Service Requests. Hence, it will increase the quality and integrity of the process with better planning and implementation.

Problem Record (PR) approval via e-mail

Target Persona: Analyst


For every Problem Record (PR), the Approver can quickly do one click approval from email.

Configuration

An Analyst needs to select Enable PR Approval by E-mail check box under the APPROVE tab on the CONFIGURE PARSING CONDITIONS section on the NOTIFICATION PARSER page.

*APPROVAL_TABLE* and *APPROVERACTIONS* are added in the template Authorization, RCA Approval and RCA review template to display the PR details in the PR approval e-mail notification. 

For more information, refer to Approving Problem Record via E-mail.

  • One click for Approver to quickly approve from email.
  • Reduced back and forth traversal between application and emails, thereby reducing the number of clicks and time spent in approval of problems.
  • Brings Simplicity and efficiency in the approval process.


Knowledge Articles Recommendation in New Call Record for User Page


The Analyst can use the Knowledge Records (KRs) to provide solutions to the End Users and avoid logging new Incidents, Service Requests, or Enquiries. For more information, see Creating Call Records.

A list of Knowledge Records relevant to the entered subject will display in the Recommended Solution(s) Found pop-up, as you start typing in the Subject field on the NEW CALL RECORD FOR USER page (Call > User > Manage Calls > New Call Record for User)

Various sections of the KNOWLEDGE RECORD DETAILS page:

  • MY FEEDBACK

    You can provide feedback for a KR by clicking the stars.

  • REMARKS

    Type in your remarks in this field. Click SUBMIT to save your feedback and remarks.

  • LOOKING FOR AN ANSWER

    You can search and view the Knowledge Records using the LOOKING FOR AN ANSWER field on the KNOWLEDGE RECORD DETAILS page. The selected Knowledge Record is displayed with a grey color background.

  • RECENTLY VIEWED
    You can view the list of the last five recently visited Knowledge Records under the RECENTLY VIEWED section.

If a knowledge article is a Public Article, the above fields will not be displayed. For more information about the public article, see Creating Call Records.

  • Enhance Self Service.
  • Increase CSAT.
  • Deflect calls from being logged by providing instant solutions.


Closure Code for Call Management


A new field Closure Code is introduced on the NEW CALL RECORD FOR USER page (Call > User > Manage Calls  > New Call Record for User). Also, while closing an Enquiry call record or creating/submitting an Incident or Service Request call record, the analyst needs to select a Closure Code.

Closure Code for Enquiry Call record

Earlier, the Solution and Private log fields were displayed when an Analyst changed the Information or Enquiry call record status as Closed. When the Analyst selects the Information or Enquiry call record status as Closed, the following fields are displayed.

  • Solution

  • Closure Code

  • Private Log

Closure Code for Incident/ Service Request Call Record

While submitting an Incident or Service Request call record, the analyst needs to select a Closure Code.

The selected Closure Code will be tagged to the call record only if the call record is successfully converted to an Incident or Service Request.

Enable Closure Code Menu

How to enable closure code sub menu, see Configuring Closure Codes.

Using this menu, the admin can configure Closure Codes based on the organizational needs. The Closure Codes defined by you are available to the Analysts while closing enquiry call records or while creating/submitting an Incidents or Service Requests call record. For more information about how to configure closure codes, see Configuring Closure Codes.

  • The Service Desk can build visibility with Reports that help them to objectively measure the service quality.
  • Identify and execute opportunities that enhance CSAT, as a part of continual service improvement. 


Use Problem Management Custom Attributes in the PM Work Orders


Earlier, using the Form Builder, the Administrators can configure the custom attributes for the Problem Management module and can make specific custom attributes mandatory based on the problem record status.

Now, the Administrators can enable/extend or disable the custom attributes configured for the Problem Management module to work orders created from a problem record.

Under the PROPERTIES section, a new check box, Extend to Work Order is added for all the controls. Drag and drop control and select the Extend to Work Order check box to view the custom attribute in the work order created from a problem record. 

For more information, refer to Configuring Custom Fields for Customers.

Note:

If custom attributes are configured in a parent-child relationship, and only for child custom attribute Extend to Work Order check box is selected. In this case, the child custom attribute will not be displayed in the work order. If you want to use custom attributes configured in the parent-child relationship, select Extend to Work Order check box for both parent and child custom attributes. 

  • Enables Technicians to capture most important details in the Work Order by filling in the custom attributes.
  • Better Visibility in the Work Order process with all the details being captured in one place.
  • Providing a tight knit continuity in the data flow by allowing the custom attributes present in PM record.


Asset Management 

Feature Name

Feature Description

Feature Benefits

Custom Sub Status configuration of Non-fixed assets


Target Persona:

Asset Manager (Admin)

This feature is available under:

Asset > Configuration > Status Configuration

With this feature, Asset Manager can now configure sub statuses for Non-fixed assets too. Earlier, Sub status configuration was possible only for Fixed assets. The feature is configured in a parent-child relationship model where each Status is a parent node and corresponding Sub statuses are its child nodes.

Accordingly, various pages are improvised to accommodate Status and Sub Status of Non-fixed assets. To view the page changes, Click here.

AM module is now capable of capturing Status and Sub status of both Fixed and Non-fixed assets and configure them. 

For more information, see Status Configuration that explains the Status and Sub status configuration of Fixed and Non-fixed assets. 

Once the Status and Sub status of the assets are configured and then later captured, it helps an Analyst to accurately track the statuses and sub statuses of Fixed and Non-fixed assets in a detailed level at any point in time.

Standardized Asset Return Movement Process 

Target Persona: 

End user, Analyst, Administrator 

To ease the experiences of user and IT store manager, the Movement configuration screen is now optimized. Also, the following consoles are introduced into the Web application newly: 

    • Asset Return Type (Asset > Configuration> Asset Masters) 
    • Asset Return Request (Asset > User > Manage Asset) 
    • Asset Return Request for User (Asset > User > Manage Asset) 
    • My Return Request (User Dashboard > My Asset > My Asset List) 
A standardized process is established to monitor the entry and exit of assets seamlessly. For more information, Click here. 

Optimized software inventory 

 Target Persona: 

Analyst 

New tabs such as General, Licensing Mapping, Contract Mapping, Baseline Profile mapping, Users, and Devices are appended under the Details section of the ADD SOFTWARE page.  

This enhancement helps the Analyst to perform all the action that are pertaining to software management at a single flow with minimal click.  

 For more information, see Adding Software. 

IT Operations Management

Feature NameFeature DescriptionFeature Benefits

Introduction of new Service Based monitoring Dashboard to view the details of all the components (such as servers, network devices, and links) categorized under each service.

Target Persona:

Analyst/Admin

A new page named Service Dashboard is added under Operations > Views.

Service Dashboard helps the Analyst or Admin to monitor all the details about the available services. This dashboard provides complete information about the service and its components.

This new feature is available under:

Operations > User > Views > Service Dashboard

For more information, see Service Dashboard.

Note: Create a new service at CMDB > User > Services > Add New.

Service Dashboard helps the Analyst or Admin to analyse and understand the following:

  • Complete details about the service and its components
  • Identify the issues when a service is down

On the Service Dashboard page, Analyst or Admin can view the following information about the services:

  • Service name
  • Service description
  • Status
  • Owner
  • Selected period Availability in % - availability of the service during the selected period

When you click on a particular service, you can view the following information about the service and its components:

  • List of components in the service and the details about the components
  • Top 10 components downtime in last 30 days
  • Top 10 hard disk utilization
  • Top 10 CPU utilization
  • Top 10 memory utilization
  • Top 10 link in byte utilization
  • Top 10 link out byte utilization
  • Operating system
  • Vendor
  • Location
  • Customer
  • Device type
  • Monitoring source
  • Protocol Monitoring Type
  • Criticality

Support for API related to monitoring Meraki devices.

Target Persona:

Admin

A new feature is added to monitor Meraki devices in the Discovery using API as a Monitoring Protocol.

When adding or editing a device in the Network Topology, a new option named API is added to the dropdown list of Monitoring Protocol field along with SNMP.

  • If you select API, then you must fill the following two new fields that appears:
    • Environment
    • Environment Network ID
  • If you select SNMP, then it works the same way as previously. You must provide the SNMP details.

Operations > Users > Networks > View > Create View/Edit View

For more information, see Application Dashboard > Meraki UI.

This enables the Admin to monitor the Meraki devices in the Discovery.

The Admin can perform the following activities:

  1. Monitor Status of the Meraki devices and get alert and incident for devices that are Down and non-operational.
  2. Monitor Meraki Clients of each device and its usage to get the list of clients, its usage and alert and incident for threshold violations.
  3. Monitor Meraki VLAN List, Per port VLAN List and Static Routes. So that Admin can get the list of VLANs, VLAN ports and static routes list and its status.
  4. Monitor Meraki Access Points Usage. So that Admin can get alerts and incidents for threshold violations.
  5. Monitor Meraki Switch usage so that Admin can get alert and incident for threshold violations.
  6. Monitor Meraki Switch Port usage so that Admin can get alert and incident for threshold violations.

Service Management 

Improvement NameImprovement DescriptionImprovement Benefits

Caller Mapping – Mail Parser


Target Persona: Admin

A new list option Caller is added to the Fields on New Incident page drop-down box on the NOTIFICATION PARSER page in section CONFIGURE PARSING CONDITIONS (CREATE > FIELD MAPPING).

For more information, please refer to Configuring Notification Parser.

Admin can configure the caller and can enable the mapping of one of the e-mail fields to a caller attribute.


Addition of four new keywords for Change Management module


Target Persona: Admin

The end user will receive the e-mail notifications about Analyst logs, Change Manager Log, Configuration Team Log and Change Advisory Board Member log configured under Logs tab on Change Record ID details page. To achieve this functionality, the following four new Keywords are added related to Change Management module.

  • *ANALYST_LOG*
  • *CHANGE_MANAGERLOG*
  • *CONFIGURATION_LOG*
  • *CAB_MEMBER_LOG*

Screenshot

On the NOTIFICATION TEMPLATE page (Admin > Advanced > Notifications > Notification Template > Select a Tenant > Select the Change Management module> Select a Template Name > Click the Keywords hyperlink), you can view the list of all the Keywords. For more information about Notification Templates, see Configuring Notification Template.

Inclusion of Analyst Logs in the mail provides a one stop view for the technician to view all the information in one place, thereby reducing the number of clicks and time required to traverse back & forth between mail and application and keeps stake holders informed about the latest update/logs.

Modify – Mandatory PIR Configuration for Change Record and Mandatory PIR Configuration for Task


Target Persona: Admin

A hyperlink is provided for Change Type and a new icon is added to achieve this functionality under the tab MANDATORY PIR CONFIGURATION FOR Change Record and Mandatory PIR CONFIGURATION FOR TASK.


For more information, refer to Configuring Change Management Module.

  • Quick and easy editing of a Change Record or Task.
  • Simple usability with direct click on hyperlink.

Standard attributes/keywords in Custom Notification


Target Persona: Admin

A list of standard keywords is available to be used in the subject and body of the custom notification templates (Notifications as part of Workflow). To achieve this functionality two new buttons, Keywords and Show HTML, are added in the properties of Custom notifications. (Admin > Notifications > Notification Template > ACTIONS > Add New).

For more information, refer to Configuring Notification Templates.

  • It helps you with structured content authoring.
  • Standard keywords can be referenced multiple times anywhere in a template block.
  • It will reduce the gap between the standard notifications and custom notification.
  • Inclusion of HTML editor allows custom notification to support HTML content.  
Enhancements for Extend SR Feature


Keywords Related to Extend SR Feature

Two new Keywords related to extend SR feature, *Extended SR* and *Original SR*, are added. The Administrator can include these keywords in any of the required notification templates. If included, it will capture the original and extended SR ID as shown below.

On the NOTIFICATION TEMPLATE page (Admin > Advanced > Notifications > Notification Template > Select the required Tenant > Select the Module as Service Request > Select a Template Name > Click the Keywords hyperlink), you can view the list of all the Keywords. For more information about Notification Templates, see Configuring Notification Template.

  •  *Extended SR* - Extended SR ID
  •  *Original SR* - Original SR ID of Extended SR

Screenshot - 1

Screenshot - 2

On the Service Request List page, a new configure column, Extended SR is added. Also, the Extended SR is added as filter. User will be able to view the original SR ID in the extended SR. User will be able to view extended SR and original SR under the RELATIONSHIP tab.

For more information, see Viewing My Service Requests List.

  • It provides the flexibility to the user to view and co-relate   the details of extended SR along with original SR details.
  • Introduction of “Extended SR” as filter field will make searching for validity SR easy.  
Enhancing APPROVAL STATUS table for Level Number and Approval Level

User will be able to see the following level of approvals:

  • Authorization
  • CAB
  • Dynamic Approval
  • Line Manager
  • Reporting Manager
  • Select Individual
  • User Selectable

Navigate to Admin > Advanced > Notifications > Notification Template to view the Approval Mail templates. APPROVAL STATUS table will provide detailed information of levels.

Level Number and Approval Level will be displayed in two separate columns on APPROVAL STATUS table.

Screenshot - Approval Status

Screenshot - Approval Status - Dynamic Approval

User will be able to see all level of approvals to bring more transparency to the user to get to know which levels are already approved and which are pending.

Platform 

Improvement NameImprovement DescriptionImprovement Benefits

Enhancement in ADVANCE BI DASHBOARD CONFIGURATION page.


Target Persona: Admin

In the ADD TAB section (grid) of ADVANCE BI DASHBOARD CONFIGURATION page (Admin > Basic > Infrastructure > Advance BI Dashboard Configuration List, click ADD NEW button), the order of the fields is re-arranged in following manner.


• Report Format
• Module Name
• Report Name

Provision for better visibility of the details. 


Mobile Application 

Improvement NameImprovement DescriptionImprovement Benefits

 Service Validity


Target Persona: Admin

 Service validity functionality is introduced in the Mobile Application to provide a seamless and consistent user experience between the Web App and Mobile App. 

The Service Validity is introduced under the SR DETAILS tab of the following pages:

  • Log Request page
  • My Service Request page
  • Approver Service request page

For more information, see Mobile App Enhancement.

Admin can configure the Service Validity in the SR DETAILS tab to set the validity of provisional entities. It could be extended based on the requirement.


Auto Populate check box

Target Persona: Admin

A new Auto Populate check box is available on the PROPERTIES panel for the following controls for Service Catalog Management Custom Attributes on the FORM BUILDER page.

  • Text Box
  • Text Area
  • Check Box
  • Drop Down
  • Date
  • Number
  • E-mail
  • User

The newly added Custom Attributes are displayed on the Service Catalog and Service Request pages (requesting Service from the Service Catalog).

It auto-populates the User details for the selected Custom Fields.

Service Request Extend Validity

Target Persona: Admin

Using this functionality the validity of the services can be extended. By default, the validity of newly created Service Request is auto extended from the Validity expiry date of the parent SR. It is also extended based on default duration configured in the web application.It enables admin to extend the validity based on the requirement. 


Asset Management 

Improvement NameImprovement DescriptionImprovement Benefits

Improvised Software Details page

 

Target Persona:

Analyst


  • Inactive column is appended on the Software inventory summary view page.
  •  Total Software count is hyperlinked. Analyst can view the complete software details by clicking on the hyperlink count and can also export the software summary table.
  • Export to Excel and Export to All icons are appended on the Software Details pop-up pages. See Export Options.

For more information, see Viewing Software Details.

Analyst can view the number of inactive software of all stores on a single screen. It avoids navigating to detail page of each software and thus saves the time of the Analyst.

Analyst can view the complete software details irrespective of the store by clicking the hyperlink of required status.

Using this option, the Analysts can export the software details to a Microsoft Excel Sheet. Additionally, in the Microsoft Excel Sheet, the Analyst can view the complete description and information of Software without being trimmed.

Deallocation option in Software Inventory.


Target Persona:

Analyst/Admin

A new action Deallocate is made available in the Action panel of Software inventory.

For more information, see Deallocating software license.

It is now possible for an Analyst/Admin to deallocate software licenses directly from the Software Inventory.


Provision to display all additional IP address details associated with the device in the Remote session and in the Hardware Discovery tab of Asset Details pop-up page.

Target Persona: 

Analyst

Additional IP addresses that are mapped to a device are displayed in the following screens by clicking on the icon: 

Additional IP address details are also made available in the Agent Online Status Report. Click on the hyperlink under IP Address column to view the other IP Address details that are mapped to the selected device. 


This feature will enable analysts to view the IP addresses associated with an Asset. Using this information analyst can choose right IP address for Remote Desktop Connection.

Inclusion of Store keyword in the mail alerts with respect to the store threshold values set for a specific store.

Target Persona: 

Administrator 

Notification mail templates are improvised to include the Store keyword (*STORE*) in the subject and mail body sections of the mails configured  for both Fixed and non-fixed assets (Consumable, Accessories, and software). The respective mail alerts are sent to the configured recipients updating them about the breach of maximum or minimum thresholds for a specific category of assets . The e-mails can also be configured to log service requests automatically to ensure procurement process is initiated.

On the NOTIFICATION TEMPLATE page (Admin > Advanced > Notifications > Notification Template > Select a Tenant > Select the Asset Management module> Select the template Asset Threshold notification for Category > check the Subject field), you can view the newly added *STORE* Keyword.

Refer the Screenshot.

With this new improvement, the Store name is included in the subject and mail body of the alert notifications. Thus it is easy for the recipients to know about the breaching store threshold values of asset categories with respect to a specific store.

For more information See, Configuring Notification Template and Store Threshold.

IT Operations Management 

Improvement NameImprovement DescriptionImprovement Benefits

Inclusion of two new columns 'Circuit ID' and 'Incident Count' in Uptime Report.


Target Persona:

Analyst/Admin

Two new columns Circuit ID and Incident Count are added to the Uptime Report of Network Devices and Network Links. Circuit ID is specific to a network device or network link.  Incident Count depicts the number of incidents raised on behalf of the corresponding network device or link. The count is displayed as a drilldown on the report. Clicking the drilldown gives the uptime details of the corresponding network device or link.

Reports  > ITOM > Reports drop-down > Uptime Report


For more details, see Uptime Report.

With the inclusion of Circuit ID in the report, Analyst or Admin can identify the network component correctly.  

Incident Count notifies Admin or Analyst regarding the highly malfunctioning components briefly.

The Uptime Details pop-up gives a complete picture regarding the uptime and downtime behavior of the selected network device or network link.

Introduction of new columns 'Down Since’, ‘Down time duration’, ‘Up Since’ in ITOM Dashboard Status Details page.


Target Persona:

Analyst/Admin

New columns ‘Down Since’, ‘Down time duration’, and ‘Up Since’ are added in the ITOM Dashboard Status Details page of down and Up network entities. Down Since value displays the exact time at which the corresponding entity got down or stopped functioning. Down time duration value shows the total down time duration of the corresponding entity from the moment it stopped functioning. Whereas Up Since value gives the time moment from which a network component has been working without down time.

Dashboard > IT Operations Dashboard

The Status details page also has a selection option with which Admin can view only down time details, only Up time details, or both down and up time details of network entities.

This enhancement is available based on configuration settings in the Tenant Configuration page.

Admin > Basic > Infrastructure > Tenant > Select the Tenant > Click Configure Details in the right Action panel.

With this enhancement, user would get a comprehensive report regarding the downtime status details of network entities such as Network Device, Network Link, Servers, Printers and Proxy Servers

This feature is implemented in a very user-friendly way such as, by selecting the appropriate option on the Status Details page, user would get uptime details, downtime details or both status details of the components present in the network.

Addition of new columns ‘Incident ID’, ‘Resolution Code’ and ‘Status’ in the  Details popup page of network components.


Target Persona:

Analyst/Admin

Three new columns such as ‘Incident ID’, ‘Resolution Code’ and ‘Status’ are added in the table which displays top five down time details of network entities such as Servers, Network devices, Network Links and Interfaces.

Incident ID has a hyper link to view full details of the corresponding incident. It shows in a popup.

Resolution Code value is displayed in the table once an incident is resolved whereas Status gives the current status of the corresponding incident, for example, ‘Closed’, ‘Pending’, ‘In-Progress’, etc.


Operations > Users > Views > Network Device View / Server View


For more details, see Viewing Server Details.


This enables the user to have a detailed view of incidents raised with respect to the top five downtime occurrences of network components such as Servers, Network devices, Network Links, and Interfaces, if any.

The inclusion of incident details helps an Admin to analyze the top five downtime occurrences more accurately and also empowers him to measure the business impact of these down timings.






Limitation

All old configuration of the Auto Problem Record creation will be deleted when you upgrade from pre-Denali SP1 to Denali SP1 or a later release. Hence, the Administrator needs to do configurations based on CONDITION and TARGET fields again. 

For more information, see Configuring Auto Create Problem Records.

Performance Improvements

  • Service Catalog details page access is faster.
  • Admin module DN job performance is improved.