Transcript Document
Advanced iServiceDesk
Setup and Customization
Tim Prado
Dan Maddux
TMA Systems
Customizing iSD
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A Few examples
Understanding the concepts
Making the changes
Should I have TMA make the changes?
Testing
Roll Out
A Few Examples
A Few Examples
A Few Examples
A Few Examples
Understanding the Concepts
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Understand basic HTML
Select a decent editor
Consider some training
If you’re an HTML expert, this is a breeze
Here’s a quick test
<form action="/request_submit.cgi" enctype="x-www-formencoded" method="post" name="RequestForm">
<input type="hidden" name="Request Type" size="20"
value="WEB">
<input type="hidden" name="Building" size="20"
value="BLDG_DEF_KEY">
<!-- <input type="hidden" name="Requester IP Address"
size="20" value="HOSTIPADDRESSKEY"> //-->
<!-- <input type="hidden" name="Authenticated User"
size="20" value="ISD_AUTHUSER_KEY"> //-->
<input type="hidden" name="LOG_RQ_FK" size="20"
value="LOG_RQ_FK_KEY">
Add the following line of code below the LOG_RQ_FK code:
<input type=”hidden” name=”LOG_RC_CODE” size=”20”
value=”PP” - replace PP with the repair center code.
Making the Changes
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Download default pages from support site
Make a folder to store the original files
Copy the working files into your iSD folder
Make your changes in a test environment
Refresh the pages as you make changes
Save completed files in a separate folder
Should TMA make the changes?
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If you do not know basic HTML
You don’t have staff that with the knowledge
If you want to have support on the pages
You are willing to schedule the service
You have the budget to do so
Testing
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You must test your changes thoroughly
Regardless of who made the changes
Step through every page to completion
Verify that data made it to WebTMA
Roll Out
• You don’t have to roll it out to everyone
• Sample rollout to select group
• Verify that changes, spelling, grammar, phone
numbers, links are correct and working
• Roll it out to your entire client base
• Be a success and verify that success with
customized surveys
Let’s Look at It Live
Questions?
Please complete the evaluation.