ManageEngine ServiceDesk Plus – Admin Guide Table of Contents INTRODUCTION ........................................................................... 13 ServiceDesk Plus Editions ....................................................................... 16 Contacting ZOHO Corporation ................................................................ 17 INSTALLATION GUIDE ................................................................. 19 System Requirements ............................................................................ 20 Install ServiceDesk Plus ......................................................................... 21 Installation on Windows ................................................................................ 22 Installation on Linux ..................................................................................... 29 Upgrade Service Pack ............................................................................ 34 Start ServiceDesk Plus Server ................................................................ 36 Register ServiceDesk Plus ...................................................................... 37 Shutdown ServiceDesk Plus Server ......................................................... 38 Configure the Database ......................................................................... 39 Installing SSL Certificate ........................................................................ 44 Renew SSL Certificate ........................................................................... 57 Installing .PFX Certificate ....................................................................... 58 Uninstalling ServiceDesk Plus ................................................................. 60 HOME PAGE ................................................................................. 61 My Tasks ............................................................................................. 66 Publish Announcements ......................................................................... 69 Scheduler ............................................................................................ 72 My Schedule ................................................................................................ 73 Technician Availability Chart .......................................................................... 77 Reminders ........................................................................................... 83 Personalize ........................................................................................... 86 License Expiry Alert ............................................................................... 88 DASHBOARD ................................................................................ 89 1 Zoho Corporation ManageEngine ServiceDesk Plus – Admin Guide REQUESTS ................................................................................... 94 Request List view .................................................................................. 95 Create an Incident ................................................................................ 97 Raise a Service Request ....................................................................... 103 Custom Views ..................................................................................... 107 View Request Details ........................................................................... 109 Edit Request ....................................................................................... 112 Close Request ..................................................................................... 113 Pick up Requests ................................................................................. 116 Assign Request to Technician ................................................................ 117 Unassign Technician from Request ........................................................ 118 Start / Stop Request Timer .................................................................. 119 Add a Note ......................................................................................... 120 Add a Work Log .................................................................................. 122 Add a Task ......................................................................................... 124 Add a Reminder .................................................................................. 128 Merge Requests .................................................................................. 129 Duplicate a Request ............................................................................ 132 Link Requests ..................................................................................... 133 Delete Request ................................................................................... 137 Associate Problem to Request ............................................................... 138 Associate Change to Request ................................................................ 141 Print the Request ................................................................................ 143 Add a Resolution ................................................................................. 144 Search for a Solution ........................................................................... 145 Submit for Approval ............................................................................ 146 View Requester Details ........................................................................ 149 E-mail the Requester ........................................................................... 151 Forward the Request ........................................................................... 153 E-mail the Technician .......................................................................... 154 SMS the Technician ............................................................................. 155 2 Zoho Corporation ManageEngine ServiceDesk Plus – Admin Guide Request Conversations ........................................................................ 156 View Requests based on Filters ............................................................. 157 Customize Request List View ................................................................ 160 Search for a Request ........................................................................... 161 Multi site on Requests .......................................................................... 163 MOBILE CLIENT ......................................................................... 166 SERVICEDESK PLUS IPHONE APP .............................................. 175 PROBLEMS ................................................................................. 191 Create New Problem ............................................................................ 192 View Problem Details ........................................................................... 194 Edit Problem ....................................................................................... 195 Close Problem .................................................................................... 196 Pick up Problems ................................................................................ 197 Assign Technician to Problem ............................................................... 198 Problem Analysis ................................................................................. 200 Problem Solutions ............................................................................... 201 Add a Note ......................................................................................... 202 Add a Task ......................................................................................... 203 Add a Work Log .................................................................................. 205 Delete Problem ................................................................................... 206 Associate Incidents to Problem ............................................................. 207 Associate Changes to Problem .............................................................. 208 Add a Reminder .................................................................................. 209 View Reminders .................................................................................. 210 Publish Announcements ....................................................................... 211 Send Notifications ............................................................................... 212 Print the Problem ................................................................................ 213 CHANGES ................................................................................... 214 Create New Change ............................................................................. 215 Forward Schedule of Change ................................................................ 217 View Change Details ............................................................................ 220 3 Zoho Corporation ManageEngine ServiceDesk Plus – Admin Guide Edit Change ....................................................................................... 222 Print the Change ................................................................................. 223 Add a Note ......................................................................................... 224 Add a Reminder .................................................................................. 225 View Reminders .................................................................................. 226 Add a Task ......................................................................................... 227 Add a Work Log .................................................................................. 228 Assign Technician to Change ................................................................ 229 Close Change ..................................................................................... 231 Delete Change .................................................................................... 232 Associate Incidents to Change .............................................................. 233 Associate Problems to Change .............................................................. 234 Publish Announcements ....................................................................... 235 Send Notifications ............................................................................... 237 Change Planning ................................................................................. 238 Recommending Change by CAB ............................................................ 240 Approve Change ................................................................................. 242 SOLUTIONS ............................................................................... 243 About Solutions .................................................................................. 244 Add New Solution ................................................................................ 245 View Solution Details ........................................................................... 246 Edit Solution ....................................................................................... 247 Submit for Approval ............................................................................ 248 Approve/Reject Solution ...................................................................... 250 Delete Solutions.................................................................................. 251 Search for a Solution ........................................................................... 252 Browse Solutions by Topic .................................................................... 253 Manage Topics .................................................................................... 254 Add New Topic ........................................................................................... 254 Rename a Topic.......................................................................................... 254 4 Zoho Corporation ManageEngine ServiceDesk Plus – Admin Guide Move a Topic .............................................................................................. 254 Delete a Topic ............................................................................................ 255 ASSETS ...................................................................................... 256 IT Assets ........................................................................................... 257 Add New IT Asset ....................................................................................... 258 Edit IT Asset .............................................................................................. 259 Add IT Assets to Group ............................................................................... 260 Assign IT Assets to Department/Site ............................................................. 261 Modify State of IT Assets ............................................................................. 262 Change log-in Credentials for IT Assets ......................................................... 263 Bulk Scan of IT Assets ................................................................................. 264 Delete IT Asset........................................................................................... 265 Import IT Asset from CSV file....................................................................... 266 View IT Asset Details .................................................................................. 267 Copy Resource ........................................................................................... 270 Attach Assets ............................................................................................. 271 Attach Components .................................................................................... 272 Attach Documents ...................................................................................... 273 Assign IT Assets to Users/Departments/Assets ............................................... 274 Add New Workstation .................................................................................. 275 Bulk Scan of newly Added Workstation .......................................................... 277 Change Workstation as Server ..................................................................... 278 View Workstation Details ............................................................................. 279 Print the Workstation Details ........................................................................ 282 Modify Type ............................................................................................... 283 Reconcile IT Assets ..................................................................................... 284 Add Software ............................................................................................. 285 Delete Workstation ..................................................................................... 286 Identifying the Uniqueness of Workstations ............................................ 287 Remote Desktop ................................................................................. 290 Configure Asset Depreciation ................................................................ 296 5 Zoho Corporation ManageEngine ServiceDesk Plus – Admin Guide Asset Components .............................................................................. 298 Add New Component................................................................................... 300 Add Components to Group ........................................................................... 301 Delete Components .................................................................................... 302 View Component Details .............................................................................. 303 Associate Asset to Component ..................................................................... 304 Copy Resource ........................................................................................... 305 Edit Component.......................................................................................... 306 Attach Documents ...................................................................................... 307 Non-IT Assets ..................................................................................... 308 Add Non-IT Asset ....................................................................................... 309 Edit Non-IT Assets ...................................................................................... 310 Add Non-IT Assets to Group ......................................................................... 311 Assign Bulk Non-IT Assets to Department/Site ............................................... 312 Modify the State of Non-IT Assets ................................................................. 313 Delete Non-IT Asset .................................................................................... 314 View Non-IT Asset Details ............................................................................ 315 Assign Non-IT Assets to Users and/or Department .......................................... 316 Copy Resource ........................................................................................... 317 Attach Assets ............................................................................................. 318 Attach Components .................................................................................... 319 Attach Documents ...................................................................................... 320 Software Asset Management ................................................................ 321 Scanned Software....................................................................................... 322 Add New Software ................................................................................................. 324 View Software Details ............................................................................................. 325 Change Software Type ........................................................................................... 327 Change Software Category ...................................................................................... 329 Delete Software ..................................................................................................... 330 Associate Software Minor Versions ........................................................................... 331 E-mail Users ......................................................................................................... 332 Software Summary ..................................................................................... 333 6 Zoho Corporation ManageEngine ServiceDesk Plus – Admin Guide License Agreement ..................................................................................... 334 Edit and Delete License Agreement .......................................................................... 337 Print the License Agreement .................................................................................... 338 Software License ........................................................................................ 339 Add Software License .................................................................................. 340 View Software License ............................................................................................ 343 Edit and Delete Software License ............................................................................. 344 Attach Documents ................................................................................................. 345 Service Packs ............................................................................................. 346 Edit and Delete Service Packs .................................................................................. 347 Groups .............................................................................................. 348 Create Asset - Groups ................................................................................. 349 Remove Assets from Static Group ................................................................. 351 Editing and Deleting Groups ......................................................................... 352 PURCHASE ................................................................................. 353 Create New Purchase Order .................................................................. 354 PO Approval Process ............................................................................ 355 Order PO from Vendor ......................................................................... 357 Receive PO Items ................................................................................ 358 Reconcile PO Items ............................................................................. 360 Add Invoice details and Notification ....................................................... 362 Add Payment details and Notification ..................................................... 364 E-mail PO Owner................................................................................. 366 E-mail the Vendor ............................................................................... 367 Edit Purchase Order ............................................................................ 368 Print the Purchase Order ...................................................................... 369 Delete Purchase Order ......................................................................... 370 Close Purchase Order .......................................................................... 371 View Purchase Order based on Filters .................................................... 372 7 Zoho Corporation ManageEngine ServiceDesk Plus – Admin Guide CONTRACTS ............................................................................... 373 Create New Contract ........................................................................... 374 View Contract Details .......................................................................... 376 Edit and Delete Contract ...................................................................... 377 View Contract Owner Details ................................................................ 378 Renew a Contract ................................................................................ 379 Print the Contract ............................................................................... 381 E-mail the Contract Owner ................................................................... 382 E-mail the Vendor ............................................................................... 383 Search for a Contract .......................................................................... 384 View Contracts based on Filters ............................................................ 385 CONFIGURATION MANAGEMENT DATABASE (CMDB) ................. 386 Populate CIs in CMDB .......................................................................... 387 Import CIs from CSV file ...................................................................... 389 CMDB List View ................................................................................... 391 Defining CI Relationships ..................................................................... 393 Relationship Map ................................................................................. 397 ADMIN CONFIGURATIONS ......................................................... 402 Helpdesk Configurations ...................................................................... 403 Status ....................................................................................................... 404 Level ......................................................................................................... 406 Mode ........................................................................................................ 408 Impact ...................................................................................................... 410 Urgency .................................................................................................... 411 Priority ...................................................................................................... 412 Priority Matrix ............................................................................................ 414 Request Type ............................................................................................. 415 Request Closure Code ................................................................................. 416 Request Closing Rules ................................................................................. 418 Incident - Additional Fields .......................................................................... 420 Incident Template....................................................................................... 423 Resolution Template ................................................................................... 429 8 Zoho Corporation ManageEngine ServiceDesk Plus – Admin Guide Reply Template .......................................................................................... 430 Task Template ........................................................................................... 431 Service Catalog .......................................................................................... 432 Service Catalog - Service Categories ........................................................................ 435 Service Catalog - Additional Fields ........................................................................... 437 Service Catalog - Service Level Agreement ............................................................... 439 Service Catalog - Service Items ............................................................................... 441 Organization Details ............................................................................ 453 Configure Organization Details ..................................................................... 455 Mail Server Settings .................................................................................... 456 E-Mail Command ................................................................................................... 458 Regions ..................................................................................................... 462 Sites ......................................................................................................... 463 Operational Hours ....................................................................................... 467 Holidays .................................................................................................... 469 Departments .............................................................................................. 471 Business Rules ........................................................................................... 473 Service Level Agreements ............................................................................ 478 Notification Rules ........................................................................................ 482 Preventive Maintenance ............................................................................... 485 User Management ............................................................................... 490 Roles ........................................................................................................ 491 User - Additional Fields................................................................................ 500 Requesters ................................................................................................ 503 Technicians ................................................................................................ 509 Support Groups .......................................................................................... 516 User Groups ............................................................................................... 519 Active Directory .......................................................................................... 522 LDAP ......................................................................................................... 525 Leave Types............................................................................................... 527 Robo Technician ......................................................................................... 528 Technician Auto Assign ................................................................................ 530 9 Zoho Corporation
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