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1Dell World User Forum
UFIL519: Service Desk – The Power to Do MoreBrooks Roberts, Learning DevelopmentIan Bolton, Learning Development
Dell WorldUser Forum
2Dell World User Forum
Presenters• Brooks Roberts
– Dell KACE Learning Development– 16 Years at Dell– 4 Years with KACE
• Ian Bolton– Dell KACE Learning Development– 12 Years at Dell– 4 Years with KACE
3Dell World User Forum
Status Check• How many of you currently use the Service Desk?
• How many of you currently use Processes?
• How any of you currently automate your Service Desk by building your own ticket rules?
4Dell World User Forum
Overview• Service Desk Defaults
– General Uses– Examples
• Multiple Queues– Reasons for Using Multiple Queues– Examples
• Processes– What is a Process– Planning– Examples
• Ticket Rules– Precautions– Planning– Examples
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Service Desk Defaults
6Dell World User Forum
Service Desk Defaults
Benefits
• Ready for Work
• Basic Functionality
Potential Drawbacks
• Lacks Personalization
• One Ticket Queue
• Limited Functionality
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Service Desk Defaults
Ticket005Ticket004Ticket003Ticket002Ticket001
Default Queue
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Service Desk Defaults
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Adding Categories
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Service Desk Defaults
Ticket005Ticket004Ticket003Ticket002Ticket001
Default Queue
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Service Desk Defaults
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Service Desk Defaults
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Service Desk Defaults
Ticket005Ticket004Ticket003Sensitive Information
Ticket002Ticket001
Default Queue
IT
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Multiple Queues
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Multiple Queues
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AdminUI
Multiple Queues
Ticket005Ticket004Ticket003Ticket002Ticket001
IT
Ticket010Ticket009Ticket008Ticket007Ticket006
HR
Ticket015Ticket014Ticket013Ticket012Ticket011
PurchasingAdmi
n
17Dell World User Forum
UserUI
Multiple Queues
Ticket005Ticket004Ticket003Ticket002Ticket001
IT
Ticket010Ticket009Ticket008Ticket007Ticket006
HR
Ticket015Ticket014Ticket013Ticket012Ticket011
PurchasingIT
Dell World User Forum
Multiple Queues(Demo)
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Switching Queues
20Dell World User Forum
Switching Queues
Ticket005Ticket004Ticket003Ticket002Ticket001
IT
Ticket010Ticket009Ticket008Ticket007Ticket006
HR
Ticket003
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Processes
22Dell World User Forum
Processes
What is a Process?
• A series of tasks that must take place in a specific order.
A Process can be as simple as you need, or as complex as you like.
• It could be a template for a single ticket
• It could be several hundred tickets
A Process can exist in one queue or span multiple queues.
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Stage 3
Stage 2
Stage 1
Processes
Ticket005Ticket004
Ticket003Ticket002
Ticket001
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Processes
Stage 1
Stage 2
Candidate Submitted
Ticket 2: User Account Creation
Ticket 3: Hardware Request
Ticket 3: Hardware Order
Placement
Ticket 3: Order Approval
Ticket 4: Send Orientation Information
Ticket 5: Schedule Training
New Hardware Required?
New Hardware Approved?
Yes
Yes
Process Closure
No
No
Order Placement Queue
Hardware Approvals Queue
IT Queue HR Queue Training Queue
A Parent Ticket will be created
in the HR Queue to
manage all of the work.
25Dell World User Forum
Processes
Stage 1
Stage 2
Candidate Submitted
Ticket 2: User Account Creation
Ticket 3: Hardware Request
Ticket 3: Hardware Order
Placement
Ticket 3: Order Approval
Ticket 4: Send Orientation Information
Ticket 5: Schedule Training
New Hardware Required?
New Hardware Approved?
Yes
Yes
Process Closure
No
No
Order Placement Queue
Hardware Approvals Queue
IT Queue HR Queue Training Queue
A Parent Ticket will be created
in the HR Queue to
manage all of the work.
Process Starts
Account Creation
Hardware Request
Ticket Rule(Is New Hardware
Required?)
If so, move to HW Approvals Queue
Ticket Rule(Hardware Approved?)
If so, move to Order Placement
Queue
Parent Ticket created
26Dell World User Forum
Processes
Stage 1
Stage 2
Candidate Submitted
Ticket 2: User Account Creation
Ticket 3: Hardware Request
Ticket 3: Hardware Order
Placement
Ticket 3: Order Approval
Ticket 4: Send Orientation Information
Ticket 5: Schedule Training
New Hardware Required?
New Hardware Approved?
Yes
Yes
Process Closure
No
No
Order Placement Queue
Hardware Approvals Queue
IT Queue HR Queue Training Queue
A Parent Ticket will be created
in the HR Queue to
manage all of the work.
Send Orientation and Training Information
Process Complete
27Dell World User Forum
Processes
Stage 1
Stage 2
Order Placement Queue
Hardware Approvals Queue
IT Queue HR Queue Training Queue
Process Starts
Parent Ticket 1
Ticket 2: Account Creation
Ticket 3: Hardware Request
Ticket 4: Orientatio
n Info
Ticket 5: Training
Scheduled
Approved?
HW Needed?
Process Ends
Dell World User Forum
Processes (Demo)
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Ticket Rules
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Ticket Rules
What does a Ticket Rule do?
1. Runs a query against the database
2. Takes an action based on the query
What types of actions can be taken?
• eMail Results
• Update the database– Append Comment to Ticket– Run an Update Query
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Ticket Rules
When do the rules run?
• Every 15 Minutes
• Hourly
• Daily
• Weekly
• Monthly
• On Ticket Save
Can be used for individual or bulk processing
Individual updates only
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Ticket Rules
How do you choose?
How fast do you need the action to take place?
Are you processing more than one ticket?
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Ticket Rules
Important Variables for Use with Ticket Rules:
<TICKET_IDS>
<CHANGE_ID>
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Ticket Rulesfor Notifications
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Ticket Rulesfor Queue Movement
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Ticket Rulesfor Simple Automation
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Questions
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Thank you.
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KACE Support Portal Migrating to Dell Software Support Portal• Starting in November, all KACE
Support Portal material will be migrated to the Dell Software Support Portal
• All service requests will be submitted online or by phone
• Same great content– Knowledge base articles– Video tutorials– Product documentation– JumpStart training
• Check out the Support Portal Getting Started videos