Task and Software Installation Catalogs
Task catalogs define manual tasks that an SDA performs when fulfilling multi-item requests. Software installation catalogs define tasks that run automatically to install one or more DSM-managed software packages.
When a Service Catalog user submits a request for a fulfillment item package, the task catalogs and software installation catalogs in the fulfillment item package are used to create tasks. Those tasks are part of the fulfillment item that is in the resulting service request.
The following sections describe how to create task catalogs and software installation catalogs.
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As an alternative to the procedure described here, you can create task catalogs and software installation catalogs from the Task Catalog tab in the Fulfillment Item Package workspace. You can do this while or after you create a fulfillment item package.
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Create Task Catalogs
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1.
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Within the Service Desk Console, open the Fulfillment Item Package workspace, then open an item from the list. The fulfillment item package record appears. |
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2.
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From the Task Catalog tab, choose New Record Menu > New Task Catalog Item. The New Task Catalog Item window appears. |
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3.
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Enter your information into the fields. |
--fields--
| Name |
Enter a name for the task. |
| Status |
Choose Active or Inactive.
- Active The task is triggered when the fulfillment item package is selected and approved.
- Inactive The task is not triggered when the fulfillment item package is selected and approved.
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| Task Subject |
Type a subject of your choice. This subject appears in these locations:
- The Task Subject column in the grid view for task catalog search results.
- Forms and notifications viewed by the task owner.
- Summary information in the Task workspace.
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| Task Details |
Enter additional task details as necessary. This information appears in the task details area in the Task workspace. |
| Task Team |
Choose the organizational unit that is responsible for performing this task. |
| Task Owner |
Choose an owner who is responsible for this task. |
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4.
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Click Save  from the toolbar.
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This task catalog can now be linked to any number of fulfillment item packages.
You can now create a template instance map to define which fields from the task catalog will be used in a task form when the task is created.
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You can create template instance maps at any time. You do not need to create them immediately upon creating task catalogs.
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Create Software Installation Catalogs
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1.
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Within the Service Desk Console, open the Fulfillment Item Package workspace, then open an item from the list. The fulfillment item package record appears. |
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2.
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From the Task Catalog tab, choose New Record Menu > New Task Catalog Software Installation. The New Task Catalog Software Installation window appears. |
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3.
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Enter your information into the fields. |
--fields--
| Name |
Enter a name for the task. |
| Status |
Select Active or Inactive.
- Active—The task is triggered when the fulfillment item package is selected and approved.
- Inactive—The task is not triggered when the fulfillment item package is selected and approved.
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| Task Subject |
Enter a subject of your choice. This subject appears in these locations:
- The Task Subject column in the grid view for task catalog search results.
- Forms and notifications viewed by the task owner.
- Summary information in the Task workspace.
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| Task Details |
Enter additional task details as necessary. This information appears in the task details area in the Task workspace. |
| Software Package |
Choose the software package installed by this task. |
| Request Type |
Read only. Install Software - because that is the only type of request that a software installation catalog can fulfill. |
| Ignore Maintenance Time |
Check to install the software as soon as the task executes and not at the scheduled maintenance time. |
| Task Team |
Choose the organizational unit that is responsible for performing this task. |
| Task Owner |
Choose an owner who is responsible for this task. |