Preparing the System for Use

After you have successfully promoted all of the snapshots, perform the following post-installation tasks to prepare the system for your users.

Once you have completed these tasks, you can add auxiliary data, set default field values, assign users to appropriate roles, and define SLAs.

Configuring the Requests View

After you have promoted the SRC - Service Request snapshot, you must configure the Requests view in Request Center to point to the "Requests Center - My Requests" report that is contained in the snapshot.

  1. Log in to Request Center using the following URL:
  2. Open the Customize drop-down list, and then select Requests.
  3. Select the TSM_SERVICE_REQUESTS.SRC-SR:MyRequests report, and then save your changes.

Configuring the My Requests Report

If you import the Service Manager solution, promote the apps, and you also have Request Center, log in to Serena Work Center and modify the Requests Center - My Requests multi-table report in the Service Requests application to include the Incidents table. This allows users to see incidents that they have submitted in Request Center.

  1. Log in to Serena Work Center using the following URL:
  2. In the Serena Work Center toolbar, select the Service Requests application group.
  3. Click Reports | All Reports, and then edit the Request Center - My Requests multi-table report.
  4. Add the Incidents table to the Tables to Search list, and then and save your changes.