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 My Requests Report

If you want the My Requests report to include incidents, you can modify the report as follows.

  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 save your changes.