A qui s'adresse cette formation
This course is intended for Tenant Administrators
Pré-requis
To be successful in this course, you should have the following prerequisites or knowledge:
- Familiarity with different roles in an IT service management environment
- Familiarity with different flavors of the user interfaces provided by SMAX
- Familiarity with different versions of the SMAX available
Objectifs
Upon successful completion of this course, you should be able to:
- Describe studio features
- Create a custom field and add it to the record type
- Add a Calculated field
- Custom field onto required forms
- Create a phase and transition rules
- Create Business rules
- Create Notifications and brand it
- Build an Approval Definition
- Import and Export Data
- Import translations
- Configure Custom Action and manage Service Level Targets
- Create a custom Application and Record Type
- Create a List
- Create a Custom Theme and describe Basic Settings
- Design Category Tiles
- Configure additional display settings
- Manage Portal Feature settings
- Customize Application settings
- Create a Smart Ticket task
- Customize Smart Search Settings
- Create a Routing Definition
- Edit a User record
- Create a contact record
- Create a New User Group
- Create a Role and update Permissions
- Manage Locations
- Create a Category and Sub Category
Contenu
Lesson 1: Course Overview
- Introduce the course overview, agenda, and logistics
- List the available SMAX courses
- Launch the Digital Learning course
- Access the lab environment
Lesson 2: Records Management – Studio Capability
- Explain the administrative operations
- Navigate to the studio area
- Explore the different studio features
- Explain different types of fields and form
- Configure fields and forms
- Manage processes and business rules of a particular record type
- Explain about email notifications
- Brand the notifications as required
Lesson 3: Additional Studio Capabilities
- Understand about governance approvals
- Build an approval definition
- Manage to import data of different record types
- Manage to export data from different record types
- Understand about localization
- Export a record type data, translate the required values into a language of your choice
- Import the translations
- Configure custom actions
- Manage Service Level target settings
- Create custom applications and record type
- Explain the different types of list.
- Create a list
Lesson 4: Service Portal Administration
- Access the service portal settings area.
- Understand how to configure service portal theme settings
- Explain about category tiles
- Customize the service portal
- Understand about service portal feature settings
Lesson 5: Applications settings, smart analytics settings customization, and routing definitions
- Navigate the application settings area
- Explain the different default application settings available
- Navigate the Smart Analytics settings area
- Customize smart ticket and smart search
- Understand about routing definitions
Lesson 6: User Management
- Access the People area
- Administer people records
- Understand the difference between users and contacts
- Explain the different types of groups
- Manage user groups
- Explore the different roles and permission settings available
- Configure roles and permissions
- Understand the relationship between people and roles
- Manage locations
- Organize categories and sub-categories
Lesson 7: Data Security Management
- Manage entitlement rules
- Explain the encryption domains
Lesson 8: Package Management
- Access the package manager for configuration data synchronization
- Export configuration data
- Simulate an import
- View and analyze imported sample data
- Explain how to debug issues