This topic covers the following BMC Helix ITSM use cases:
Search incident and modify incident to resolved
This use case searches for an incident by ID then updates the incident to resolved status.
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| Configure load-generator settings. | | |
| As a support user, log on to the home page with the user name 05681-Test. | | |
| Click the Incident Management Console link. | | |
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| Enter an ID that is from the Incident Console list. | | |
| Modify the Change Status field value to In Progress. Click Save. | | |
| Change the Status field value to Resolved. Open the Status Reason menu and select No Further Action Required. Enter some text in the Resolution field. | | |
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Search incident by customer name
This use case searches for incidents by a customer name.
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| Configure load-generator settings. | | |
| As a support user, log on to the home page with the user name 05681-Test. | | |
| Click the Incident Management Console link. | | |
| Click the Search Incident link. | | |
| Enter the customer name in the Customer field and press Enter. | | |
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Search records for a user via Global Search
This use case searches the records for a specific user by using Global Search.
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| Configure load-generator settings. | | |
| As a support user, log on to the home page with the user name 05681-Test. | | |
| Type a support user name (for example, 05736-Test) in the Global Search box. Click Search. | | |
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Search request record ID via Global Search
This use case searches the request record using an ID by using Global Search.
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| Configure load-generator settings. | | |
| As a support user, log on to the home page with the user name 05681-Test. | | |
| Type an Incident ID (for example, INC000000004567) in the Global Search box. Click Search. | | |
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Open/refresh Overview console and view entry
This use case opens, refreshes the Overview console and view an entry.
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| Configure load-generator settings. | | |
| As a support user, log on to the home page with the user name 05681-Test. | | |
| From the Overview Console, click the Show menu and select Assigned to All My Groups. | | |
| Select an Incident record and double-click to view. | | |
| From the incident, click IT Home. | | |
| Click the Refresh button. | | |
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This use case creates an incident, relates a CI to the incident, modifies the incident, then submits it.
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| Configure load-generator settings. | | |
| As a support user, log on to the home page with the user name 05681-Test. | | |
| Click the Incident Management Console link. Ensure that the user option is to have "modify request after submit." | | |
| Click the New Incident link. | | |
| Enter the first name of a customer (01000-Test) in the Customer field and press Enter. | | |
| Enter a summary and notes. | | |
| Open the Service menu and select a value. | | |
| Open the Impact menu and select a value. | | |
| Open the Urgency menu and select a value. | | |
| Click Submit. Note: If an error about the Product Catalog appears, click the Select Product link on the left and choose any product. (Do not record this step.) Then try to submit again.) | | |
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Inbound email update incident
This use case sends an email to an email server to update an incident for a given incident ID.
Note: Not done through the GUI.
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| Configure load-generator settings. | | |
| Script sends an email to the Exchange Server with the Incident ID in the subject line. The message body can be any text and can contain up to 2,000 characters. Senders are 5 unique email addresses. | | |
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Create change with CI and task
This use case creates a CI and relates a task to it.
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| Configure load-generator settings. | | |
| As a support user, log on to the home page with the user name 05681-Test. | | |
| Click the Change Management Console link. | | |
| Click the New Change link. | | |
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| From the Service CI menu, select a value. | | |
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| Open the Scheduled Start Date calendar and select a future date. | | |
| Open the Scheduled End Date calendar and select a future date that is 1 day later than the scheduled start date. | | |
| Click the Task tab. The Request Type menu should be on Ad Hoc. Click the Relate button. | | |
| In the Create Task dialog box, enter a name, a summary, and notes. | | |
| Click Save in the Create Task dialog box. | | |
| For Process Flow Status Initiate, choose Next Stage. | | |
| The Change Initialization Dialog opens. If the Manager Group value is empty, choose a value from Org 1, Group 1. Click Save. | | |
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Search change by ID
This use case searches for a CI by ID.
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| Configure load-generator settings. | | |
| As a support user, log on to the home page with the user name 05681-Test. | | |
| Click the Change Management Console link. | | |
| Open the Change form in Search mode. | | |
| Enter a Change entry ID (use 123) and click Search. | | |
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Knowledge search and view articles
This use case searches for an Incident by a specific ID, then searches the Knowledge Base for a related large article and views the article.
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| Configure load-generator settings. | | |
| As a support user, log on to the home page with the user name 05681-Test. | | |
| Click the Incident Management Console link. | | |
| Click the Search Incident link. | | |
| Enter an ID in the Incident ID field. Use INC000000004567. | | |
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| Select Links > Search Knowledge Base. | | |
| In Advanced Search, clear all settings and check the How To option under Sources. Enter the search string Gemini in the Include all of these words text field. Click Search. | | |
| Click an entry from the results to view the details. | | |
| Close the view details window. | | |
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Update work order with a task
This use case updates a work order by relating a task to it.
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| Configure load-generator settings. | | |
| As a support user, log on to the home page with the user name 05866-Test. | | |
| Click the Work Order Console link. | | |
| Randomly select an entry and view it. | | |
| Click the Task tab. From the Request Type menu, choose Ad hoc. Click Relate. | | |
| In the Task dialog box, fill out the Name and Summary fields with any value. Click Save. | | |
| Click Save on Work Order. | | |
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Create Incident Via REST API
This use case create an incident using REST API for the form HPD:IncidentInterface_Create.
Note: Not done through the GUI.
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| Configure load-generator settings. | | |
| Script make a REST API call for the Support user authentication. | | |
| Using create Incident REST API payload, create a new incident | | |
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