Using Instant Expert

This topic includes:

The Instant Expert™ functionality in BMC Client Management provides you with two ways of working:

• Directly accessing a specific task from the dashboard or in a functionality.
• The Instant Expert™ panel which is available for all the main nodes.
  

Instant Expert™ guided tasks

The CM console provides Instant Expert™ guided tasks for a number of its functionalities that guide you through the first steps and examples of using it. These tasks are accessible from the Dashboard and from the main nodes of the individual functionalities.

• You can switch the Instant Expert™ mode on or off via the Activate Instant Expert / Deactivate Instant Expert button ( / ) in the icon bar which is accessible everywhere in the console.
• In the Dashboard the Instant Expert™ is displayed alternately with the Wizards available via the console.
• Selecting a Task in the Instant Expert™ panel moves the focus directly to the location of the task in the console window.
• The individual task steps then guide you through the respective functionality and its possibilities via different examples in the guided task panel of the functionality.
• Select the individual steps either from the list or advance/return ( / ) step-by-step via the respective buttons.
• The guided task panel can be refreshed ( ), collapsed and reopened ( / ) and closed ( ) via its respective icons.
• Some nodes have more than one Instant Expert guided task assigned. To switch to another task of the current node select the Deactivate Instant Expert icon ( ) and select it again ( ) to reactivate it. The Select an Instant Expert Guided Task window will be displayed in which you can select the task to execute now for the node.

Instant Expert™ Panel

All nodes with the exception of the individual object nodes have an Instant Expert™ panel, that is opened on top of the table in the right window pane when you select the node in the left hierarchy tree. This panel provides you with a short introduction to the functionality and its operating mode with shortcuts to existing Instant Expert™ tasks. It also provides shortcuts to directly available functions under the second part and the direct access to the main Instant Expert™ of the functionality. 

Maximizing or minimizing the Instant Expert™ panel

The Instant Expert™ panel is automatically minimized whenever an Instant Expert™ task is called.

• To maximize, click the vertical Instant Expert™ button on the bottom right hand side of the right window pane to maximize.
   
• To minimize,click the down arrow button on the top right hand side of the Instant Expert™ panel.
   
  When you minimize the Instant Expert™ panel, it stays minimized until you maximize it again.

This topic includes:

The Instant Expert™ functionality in BMC Client Management provides you with two ways of working:

• Directly accessing a specific task from the dashboard or in a functionality.
• The Instant Expert™ panel which is available for all the main nodes.
  

Instant Expert™ guided tasks

The CM console provides Instant Expert™ guided tasks for a number of its functionalities that guide you through the first steps and examples of using it. These tasks are accessible from the Dashboard and from the main nodes of the individual functionalities.

• You can switch the Instant Expert™ mode on or off via the Activate Instant Expert / Deactivate Instant Expert button ( / ) in the icon bar which is accessible everywhere in the console.
• In the Dashboard the Instant Expert™ is displayed alternately with the Wizards available via the console.
• Selecting a Task in the Instant Expert™ panel moves the focus directly to the location of the task in the console window.
• The individual task steps then guide you through the respective functionality and its possibilities via different examples in the guided task panel of the functionality.
• Select the individual steps either from the list or advance/return ( / ) step-by-step via the respective buttons.
• The guided task panel can be refreshed ( ), collapsed and reopened ( / ) and closed ( ) via its respective icons.
• Some nodes have more than one Instant Expert guided task assigned. To switch to another task of the current node select the Deactivate Instant Expert icon ( ) and select it again ( ) to reactivate it. The Select an Instant Expert Guided Task window will be displayed in which you can select the task to execute now for the node.

Instant Expert™ Panel

All nodes with the exception of the individual object nodes have an Instant Expert™ panel, that is opened on top of the table in the right window pane when you select the node in the left hierarchy tree. This panel provides you with a short introduction to the functionality and its operating mode with shortcuts to existing Instant Expert™ tasks. It also provides shortcuts to directly available functions under the second part and the direct access to the main Instant Expert™ of the functionality. 

Maximizing or minimizing the Instant Expert™ panel

The Instant Expert™ panel is automatically minimized whenever an Instant Expert™ task is called.

• To maximize, click the vertical Instant Expert™ button on the bottom right hand side of the right window pane to maximize.
   
• To minimize,click the down arrow button on the top right hand side of the Instant Expert™ panel.
   
  When you minimize the Instant Expert™ panel, it stays minimized until you maximize it again.