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KACE Systems Management Appliance 9.1 Common Documents - Administrator Guide

About the KACE Systems Management Appliance (SMA) Getting started
Configuring the appliance
Requirements and specifications Power-on the appliance and log in to the Administrator Console Access the Command Line Console Tracking configuration changes Configuring System-level and Admin-level General Settings Configure appliance date and time settings Enable Two-Factor Authentication for all users Verifying port settings, NTP service, and website access Configuring network and security settings Configuring Agent settings Configuring session timeout and auto-refresh settings Configuring locale settings Configuring the default theme Configure data sharing preferences About DIACAP compliance requirements Configuring Mobile Device Access Enable fast switching for organizations and linked appliances Linking Quest KACE appliances Configuring history settings
Setting up and using labels to manage groups of items Configuring user accounts, LDAP authentication, and SSO Using Replication Shares Managing credentials Configuring assets
About the Asset Management component Using the Asset Management Dashboard About managing assets Adding and customizing Asset Types and maintaining asset information Managing Software assets Managing physical and logical assets Maintaining and using manual asset information Managing locations Managing contracts Managing licenses Managing purchase records
Setting up License Compliance Managing License Compliance Setting up Service Desk Configure the Cache Lifetime for Service Desk widgets Creating and managing organizations Importing and exporting appliance resources
Managing inventory
Using the Inventory Dashboard Using Device Discovery Managing device inventory
About managing devices Features available for each device management method About inventory information Tracking changes to inventory settings Managing inventory information Finding and managing devices Provisioning the KACE SMA Agent Manually deploying the KACE SMA Agent Using Agentless management Adding devices manually in the Administrator Console or by using the API Forcing inventory updates Managing MIA devices Obtaining Dell warranty information
Managing applications on the Software page Managing Software Catalog inventory
About the Software Catalog Viewing Software Catalog information Adding applications to the Software Catalog Managing License assets for Software Catalog applications Associate Managed Installations with Cataloged Software Using software metering Using Application Control Update or reinstall the Software Catalog
Managing process, startup program, and service inventory Writing custom inventory rules
Deploying packages to managed devices
Distributing software and using Wake-on-LAN Broadcasting alerts to managed devices Running scripts on managed devices Managing Mac profiles Using Task Chains
Patching devices and maintaining security
About patch management Subscribing to and downloading patches Creating and managing patch schedules Managing patch inventory Managing Dell devices and updates Maintaining device and appliance security
Using reports and scheduling notifications Monitoring servers
Getting started with server monitoring Working with monitoring profiles Managing monitoring for devices Working with alerts
Using the Service Desk
Configuring Service Desk Using the Service Desk Dashboard Managing Service Desk tickets, processes, and reports
Overview of Service Desk ticket lifecycle Creating tickets from the Administrator Console and User Console Creating and managing tickets by email Viewing tickets and managing comments, work, and attachments Merging tickets Using the ticket escalation process Using Service Desk processes Using Ticket Rules Run Service Desk reports Archiving, restoring, and deleting tickets Managing ticket deletion
Managing Service Desk ticket queues About User Downloads and Knowledge Base articles Customizing Service Desk ticket settings Configuring SMTP email servers
Maintenance and troubleshooting
Maintaining the appliance Troubleshooting the KACE SMA
Appendixes Glossary About us Legal notices

Create process tickets to manage related tasks

Create process tickets to manage related tasks

If you have added and enabled process templates in a queue, you can create process tickets to manage sets of related tasks, such as the tasks required to set up systems for new employees, as a group.

You have added and enabled process templates. See Add, edit, and enable process templates.

1.
Go to the Service Desk New Ticket page:
a.
Log in to the KACE SMA Administrator Console, http://KACE_SMA_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Service Desk, then click Tickets.
c.
Select Choose Action > New Ticket From Process > Process name.
The New Ticket page appears. The activities related to each stage of the process are listed in the Process Information section.
Click Save to save the ticket and return to the Ticket list.
Click Apply Changes to save the ticket and continue editing it.
Click Cancel to discard the ticket changes.
If other users have modified the ticket concurrently, the Update Notification dialog appears, provided that the dialog is enabled for the queue and you are the ticket owner or an administrator. This dialog is displayed to administrators and ticket owners only. It is not displayed to other users. Administrators can enable or disable the conflict warning message for each queue separately. See Enable or disable the conflict warning.

See Create tickets from the Administrator Console Ticket page. The process ticket is created, and child tickets are created automatically for activities assigned to stage 1. Stage 2 child tickets are created when all stage 1 tickets are closed, and so on. If approvals are defined for the process, child tickets are created after the approvals are received for the process ticket.

View process information

View process information

If you have created process tickets to manage sets of related tasks, you can view the related process information in those tickets.

You have created a ticket based on a process template. See Create process tickets to manage related tasks.

1.
a.
Log in to the KACE SMA Administrator Console, http://KACE_SMA_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Service Desk, then click Tickets.
The Ticket page appears. The activities related to each stage of the process are listed in the Process Information section. The level of information appearing in this section depends on the settings configured on the Publish page of the Create Process Template wizard. For example, if you configured the related process template to display Approval and Process information, they appear in this section. For complete information about this wizard, see Add, edit, and enable process templates.
Click Save to save the ticket and return to the Ticket list.
Click Apply Changes to save the ticket and continue editing it.
Click Cancel to discard the ticket changes.
If other users have modified the ticket concurrently, the Update Notification dialog appears, provided that the dialog is enabled for the queue and you are the ticket owner or an administrator. This dialog is displayed to administrators and ticket owners only. It is not displayed to other users. Administrators can enable or disable the conflict warning message for each queue separately. See Enable or disable the conflict warning.

The process ticket is created, and child tickets are created automatically for activities assigned to stage 1. Stage 2 child tickets are created when all stage 1 tickets are closed, and so on.

Cancel or complete process tickets

Cancel or complete process tickets

If you have created process tickets to manage sets of related tasks, you can view the related process information in those tickets. A process can be marked as cancelled, by either its owner or submitter. It can be marked complete only by its owner.

You have created a parent ticket based on a process template. See Create process tickets to manage related tasks.

1.
a.
Log in to the KACE SMA Administrator Console, http://KACE_SMA_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Service Desk, then click Tickets.
The Ticket page appears.
To cancel the process ticket, select Choose Action > Cancel Process.
To complete the process ticket, select Choose Action > Complete Process.
Click Save to save the ticket and return to the Ticket list.
Click Apply Changes to save the ticket and continue editing it.
Click Cancel to discard the ticket changes.
If other users have modified the ticket concurrently, the Update Notification dialog appears, provided that the dialog is enabled for the queue and you are the ticket owner or an administrator. This dialog is displayed to administrators and ticket owners only. It is not displayed to other users. Administrators can enable or disable the conflict warning message for each queue separately. See Enable or disable the conflict warning.

Delete process templates

Delete process templates

You can delete processes using the Service Desk Processes list. If tickets exist for a particular process, the process can only be marked as disabled. To delete the process, the tickets created using this process must be deleted first.

1.
Go to the Service Desk Processes list:
a.
Log in to the KACE SMA Administrator Console, http://KACE_SMA_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Service Desk, then click Configuration.
c.
On the Configuration panel, click Process Templates.
3.
On the confirmation page, click Yes to delete the selected Process Templates.
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