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ServiceDesk Plus 8.x Essentials
ServiceDesk Plus 8.x Essentials
ServiceDesk Plus 8.x Essentials
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ServiceDesk Plus 8.x Essentials

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This is a practical, hands-on guide that assists you in setting up and efficiently managing ITSM.ServiceDesk Plus 8.x Essentials is for IT helpdesk managers, administrators, and staff, serving as a compendium for service management concepts useful for them.
LanguageEnglish
Release dateSep 2, 2013
ISBN9781849696654
ServiceDesk Plus 8.x Essentials

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    ServiceDesk Plus 8.x Essentials - Ankush Agarwal

    Table of Contents

    ServiceDesk Plus 8.x Essential

    Credits

    About the Author

    About the Reviewer

    www.PacktPub.com

    Support files, eBooks, discount offers and more

    Why Subscribe?

    Free Access for Packt account holders

    Preface

    What this book covers

    What you need for this book

    Who this book is for

    Conventions

    Reader feedback

    Customer support

    Errata

    Piracy

    Questions

    1. Conceptualizing IT Service Management

    Understanding IT Service Management (ITSM)

    Differentiating between process and function

    Differentiating between Service Level Agreement (SLA) and Operational Level Agreement (OLA)

    Differentiating between Service Portfolio and Service Catalog

    Deleting a Service Category

    Summary

    2. Managing Incidents and Problems

    Understanding the purpose, objective, and scope of Incident and Problem Management

    Understanding Incident Management

    Understanding Problem Management

    Stipulating the requirements for Incident and Problem Management

    Understanding the IPM process flow

    Implementing the Incident Management process flow

    Step 1 – identifying and logging incidents

    Step 2 – categorizing incidents

    Step 3 – prioritizing incidents

    Step 4 – diagnosing incidents

    Step 5 – escalating incidents

    Step 6 – resolving and recovering from the incident

    Step 7 – closing the incident

    Implementing the Problem Management process flow

    Step 1 – detecting the problem

    Step 2 – logging the problem

    Step 3 – categorizing the problem

    Step 4 – prioritizing the problem

    Step 5 – investigating and diagnosing the problem

    Step 6 – resolving and closing the problem

    Establishing the roles and responsibilities of ServiceDesk Plus

    Assessing risks and identifying metrics

    Summary

    3. Managing Assets and Configuration

    Understanding the purpose, objective, and scope of IT Service Asset and Configuration Management (SACM)

    Managing assets via Configuration Management Database (CMDB)

    Step 1 – deciding and configuring CI Types

    Step 2 – populating CIs

    Method 1 – using a CSV file

    Method 2 – adding new CIs manually

    Method 3 – Windows Domain Scan

    Method 4 – Network Scan

    Method 5 – importing from the Active Directory

    Step 3 – creating the Information Model

    Managing Software Assets

    Tracking software and licenses

    Managing purchase orders

    Managing contracts

    Summary

    4. Controlling Changes and Releases

    Understanding the purpose, objective, and scope of Change and Release Management

    Understanding the process flow

    Implementing the Change Management process flow

    Step 1 – creating and recording the RFC

    Step 2 – reviewing the RFC

    Step 3 – assessing and evaluating the change

    Step 4 – authorizing changes

    Step 5 – coordinating implementation

    Step 6 – performing a post-implementation review

    Step 7 – closing the Change Record

    Implementing the Release Management process flow

    Step 1 – planning the release

    Step 2 – preparing for build, test, and deployment

    Step 3 – building and testing

    Step 4 – testing service and pilots

    Step 5 – preparing for deployment

    Step 6 – performing deployment

    Step 7 – verifying

    Step 8 – offering early-life support

    Step 9 – reviewing and closing the record

    Establishing the roles and responsibilities of the service desk

    Assessing risks and identifying metrics

    Summary

    5. Service Desk – Where the Value Is Realized

    Service desk – the visible face of the business

    Establishing the critical roles and responsibilities

    Managing events

    Raising event notifications

    Comparing event correlations

    Managing incidents

    Managing problems

    Fulfilling service requests

    Managing access

    Other processes

    Understanding the value-adding responsibilities

    Understanding Knowledge Management

    Generating reports

    Using predefined ServiceDesk Plus reports

    Using custom reports

    Using query reports

    Using flash reports

    Using scheduled reports

    Managing the administrative and housekeeping tasks

    Understanding the challenges, critical success factors, and risks

    Understanding the challenges

    Understanding the critical success factors

    Assessing risks

    Summary

    6. Making Life Easier – Handy Features

    Revisiting the knowledge base

    Using the remote control

    Controlling with e-mail commands

    Archiving data for housekeeping

    Conducting user surveys

    Summary

    Index

    ServiceDesk Plus 8.x Essentials


    ServiceDesk Plus 8.x Essential

    Copyright © 2013 Packt Publishing

    All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

    Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

    Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

    First published: August 2013

    Production Reference: 1200813

    Published by Packt Publishing Ltd.

    Livery Place

    5 Livery Street

    Birmingham B3 2PB, UK.

    ISBN 978-1-84969-664-7

    www.packtpub.com

    Cover Image by Abhishek Pandey (<abhishek.pandey1210@gmail.com>)

    Credits

    Author

    Ankush Agarwal

    Reviewer

    James Gander

    Acquisition Editor

    Vinay Argekar

    Commissioning Editor

    Manasi Pandire

    Technical Editor

    Akashdeep Kundu

    Project Coordinator

    Amigya Khurana

    Proofreader

    Judith Bill

    Indexers

    Monica Ajmera Mehta

    Tejal Soni

    Graphics

    Disha Haria

    Production Coordinator

    Pooja Chiplunkar

    Cover Work

    Pooja Chiplunkar

    About the Author

    Ankush Agarwal has been working in the IT Service Management domain, as well as conducting internal organization training, for more than eight years. He likes writing about service technologies and processes and has also won blogging awards in this space. He has been involved in setting up and managing various service desk teams and is currently associated with a top-tier Investment Bank.

    I wish to personally thank my teams, seniors, and managers throughout my career who always trusted me with critical responsibilities during both tough and not-so-tough times. Their belief and support has helped me learn the fine details of the otherwise complicated process flows and service architectures. The on-the-job experience has also helped me relate with practical challenges and contributed in making this book more realistic and closer to the people on the ground.



    I would also like to thank my wife and two-year-old son, who had to cope with my diverted attention and sacrificed late nights and weekends. I am keeping this

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