Incident and Change template group usage permission

2014-03-27 Thread Kalicki, Brian J (IS)
Dear List,



We are a managed service provider with a central service desk that supports our 
various customers (tenants).  A request came up today where they wanted a few 
support personnel to have the ability to create templates for all customers and 
groups (for which they have access to).



The template authoring group would be the Service Desk group under each company 
and these few members would have Support Group Admin, this I am ok with.   Now, 
in order for these individuals to be able to select groups other than the 
Service Desk group to be able to use the template, we would have to give them 
Incident Config, which is something we are hesitant on giving out to non ITSM 
admins.



Has anyone else run into this before and have any suggestions?  I do not want 
to go the route of adding them to ALL groups and giving them Support Group 
Admin in ALL groups to accomplish this.



Regards,

_Brian





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Re: EXT :Re: Filter Assigned Group Menu by Contact Compay

2013-10-17 Thread Kalicki, Brian J (IS)
Joe,

None of our service desk agents have unrestricted access.  For those that 
support multiple tenants, they have access to just those companies, but the 
issue lies in the fact that the Assigned Support Group menu does not qualify 
against who the Customer's Company is, the qualification on the menu is just 
'Status'=Enabled, since they have access to multiple tenants, the menu 
selection will show all the support groups they are authorized to see, 
irrespective of what company the Customer's Company is.

--Brian



From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza
Sent: Wednesday, October 16, 2013 10:00 PM
To: arslist@ARSLIST.ORG
Subject: Re: EXT :Re: Filter Assigned Group Menu by Contact Compay

**
Can't you do that simply by removing Unrestricted Access and granting access to 
only the companies that the agents should see with restricted access?

Joe


From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Kalicki, Brian J (IS)
Sent: Wednesday, October 16, 2013 4:26 PM
To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG
Subject: Re: EXT :Re: Filter Assigned Group Menu by Contact Compay

Our Service Desk supports multiple tenants within Remedy. For example, we have 
Company A, B and C.   Service Desk Agent 1 supports Company A and C, while 
Service Desk Agent 2 supports Company A, B and C.In relation to just 
Incidents (for this example), out of the box, if you have access to multiple 
tenants(companies), the Assigned Group menu gives you all the companies you 
have access to, therefor, you are able to create an Incident ticket for 
Customer in Company A and assign the ticket to a support group in Company B.

We have workflow today that checks the Assigned Support Company against the 
Contact Company, which is checked on Submit and Modify. What I am driving 
to is making it cleaner and have Remedy display the relevant information for 
the current Contact Company.  With that, taking the example above, when Service 
Desk Agent 1 creates an Incident ticket for Customer in Company A, the support 
group menu will only show support groups for Company A, it shouldn't show 
support groups for Company C.



Brian Kalicki
Remedy AR System Administrator
Northrop Grumman Information Systems
IT Systems and Solutions



From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza
Sent: Wednesday, October 16, 2013 2:00 PM
To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG
Subject: Re: EXT :Re: Filter Assigned Group Menu by Contact Compay

**
No if you have a search menu and want to include that field in the search menu 
qualification, it has to be a data field.

What really is your business requirement that you need a functionality such as 
this?

Joe

From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Kalicki, Brian J (IS)
Sent: Wednesday, October 16, 2013 10:57 AM
To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG
Subject: Re: EXT :Re: Filter Assigned Group Menu by Contact Compay

Joe,

Thank you for some input, unfortunately, I can't include a display only field 
in the menu qualification for the Assigned Group menu correct?  Last time I 
tried this for a different effort, it didn't work.

--Brian



From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza
Sent: Wednesday, October 16, 2013 1:45 AM
To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG
Subject: EXT :Re: Filter Assigned Group Menu by Contact Compay

**

If I have understood you right, you do not want the value saved to the DB and 
hence cleared after the transaction. Why not have that field as a Display Only 
field?



Joe


From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Kalicki, Brian J (IS)
Sent: Tuesday, October 15, 2013 6:55 PM
To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG
Subject: Filter Assigned Group Menu by Contact Compay

Good evening List,

I am finally getting around to taking a look at our current customizations 
surrounding multi-tenancy.  In our case, we have a leveraged service desk 
model, where an individual at the call center has access to multiple tenants.  
So far, we have done a pretty good job of creating workflow (only for Incidents 
at this time)  to not allow an individual with access to multiple tenants to 
cross company boundaries, primary example is Assigned Group; currently, on 
submit or modify, workflow checks Contact Company against Assigned Support 
Company, if they match, Ok, if not, error.

This particular workflow is causing other issues, so I have decided to look 
into the possibility of filtering the Assigned Group menu for support groups 
related to the selected Contact Company.   Here is what I have done so far:


1

Re: EXT :Re: Filter Assigned Group Menu by Contact Compay

2013-10-16 Thread Kalicki, Brian J (IS)
Joe,

Thank you for some input, unfortunately, I can't include a display only field 
in the menu qualification for the Assigned Group menu correct?  Last time I 
tried this for a different effort, it didn't work.

--Brian




From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza
Sent: Wednesday, October 16, 2013 1:45 AM
To: arslist@ARSLIST.ORG
Subject: EXT :Re: Filter Assigned Group Menu by Contact Compay

**

If I have understood you right, you do not want the value saved to the DB and 
hence cleared after the transaction. Why not have that field as a Display Only 
field?



Joe


From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Kalicki, Brian J (IS)
Sent: Tuesday, October 15, 2013 6:55 PM
To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG
Subject: Filter Assigned Group Menu by Contact Compay

Good evening List,

I am finally getting around to taking a look at our current customizations 
surrounding multi-tenancy.  In our case, we have a leveraged service desk 
model, where an individual at the call center has access to multiple tenants.  
So far, we have done a pretty good job of creating workflow (only for Incidents 
at this time)  to not allow an individual with access to multiple tenants to 
cross company boundaries, primary example is Assigned Group; currently, on 
submit or modify, workflow checks Contact Company against Assigned Support 
Company, if they match, Ok, if not, error.

This particular workflow is causing other issues, so I have decided to look 
into the possibility of filtering the Assigned Group menu for support groups 
related to the selected Contact Company.   Here is what I have done so far:


1.   Created a custom field called CompanyChk  and placed this field on 
CTM:Support Group (This will be referred to as the check field)

2.   Created an ActiveLink on HPD:Help Desk, on Menu selection of Contact 
Company

a.   Push Contact Company to the check field on CTM:Support Group

3.   Modified the menu qualification on HPD:Help Desk; Assigned Group, to 
check Company = CompanyChk

At this point, it works as intended, but since I am not clearing the check 
field, the next person who has access to the particular company will see the 
support groups even if the Contact Company is different for the ticket they are 
creating.  This also goes for tickets they are modifying after submit.

I am afraid that if I put in more workflow to clear the check field, there will 
be A LOT of write activities to the database and cause performance issues.  I 
believe this to be true as I will have to add workflow to clear it after, say 
Submit, but then push the contact company again on modify.


Any ideas or thoughts would be appreciated as I have not been able to find 
anyone else who has attempted the same.

Regards,
--Brian
_ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where 
the Answers Are and have been for 20 years_

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Re: EXT :Re: Filter Assigned Group Menu by Contact Compay

2013-10-16 Thread Kalicki, Brian J (IS)
Our Service Desk supports multiple tenants within Remedy. For example, we have 
Company A, B and C.   Service Desk Agent 1 supports Company A and C, while 
Service Desk Agent 2 supports Company A, B and C.In relation to just 
Incidents (for this example), out of the box, if you have access to multiple 
tenants(companies), the Assigned Group menu gives you all the companies you 
have access to, therefor, you are able to create an Incident ticket for 
Customer in Company A and assign the ticket to a support group in Company B.

We have workflow today that checks the Assigned Support Company against the 
Contact Company, which is checked on Submit and Modify. What I am driving 
to is making it cleaner and have Remedy display the relevant information for 
the current Contact Company.  With that, taking the example above, when Service 
Desk Agent 1 creates an Incident ticket for Customer in Company A, the support 
group menu will only show support groups for Company A, it shouldn't show 
support groups for Company C.


Brian Kalicki
Remedy AR System Administrator
Northrop Grumman Information Systems
IT Systems and Solutions




From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza
Sent: Wednesday, October 16, 2013 2:00 PM
To: arslist@ARSLIST.ORG
Subject: Re: EXT :Re: Filter Assigned Group Menu by Contact Compay

**
No if you have a search menu and want to include that field in the search menu 
qualification, it has to be a data field.

What really is your business requirement that you need a functionality such as 
this?

Joe

From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Kalicki, Brian J (IS)
Sent: Wednesday, October 16, 2013 10:57 AM
To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG
Subject: Re: EXT :Re: Filter Assigned Group Menu by Contact Compay

Joe,

Thank you for some input, unfortunately, I can't include a display only field 
in the menu qualification for the Assigned Group menu correct?  Last time I 
tried this for a different effort, it didn't work.

--Brian



From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza
Sent: Wednesday, October 16, 2013 1:45 AM
To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG
Subject: EXT :Re: Filter Assigned Group Menu by Contact Compay

**

If I have understood you right, you do not want the value saved to the DB and 
hence cleared after the transaction. Why not have that field as a Display Only 
field?



Joe


From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Kalicki, Brian J (IS)
Sent: Tuesday, October 15, 2013 6:55 PM
To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG
Subject: Filter Assigned Group Menu by Contact Compay

Good evening List,

I am finally getting around to taking a look at our current customizations 
surrounding multi-tenancy.  In our case, we have a leveraged service desk 
model, where an individual at the call center has access to multiple tenants.  
So far, we have done a pretty good job of creating workflow (only for Incidents 
at this time)  to not allow an individual with access to multiple tenants to 
cross company boundaries, primary example is Assigned Group; currently, on 
submit or modify, workflow checks Contact Company against Assigned Support 
Company, if they match, Ok, if not, error.

This particular workflow is causing other issues, so I have decided to look 
into the possibility of filtering the Assigned Group menu for support groups 
related to the selected Contact Company.   Here is what I have done so far:


1.   Created a custom field called CompanyChk  and placed this field on 
CTM:Support Group (This will be referred to as the check field)

2.   Created an ActiveLink on HPD:Help Desk, on Menu selection of Contact 
Company

a.   Push Contact Company to the check field on CTM:Support Group

3.   Modified the menu qualification on HPD:Help Desk; Assigned Group, to 
check Company = CompanyChk

At this point, it works as intended, but since I am not clearing the check 
field, the next person who has access to the particular company will see the 
support groups even if the Contact Company is different for the ticket they are 
creating.  This also goes for tickets they are modifying after submit.

I am afraid that if I put in more workflow to clear the check field, there will 
be A LOT of write activities to the database and cause performance issues.  I 
believe this to be true as I will have to add workflow to clear it after, say 
Submit, but then push the contact company again on modify.


Any ideas or thoughts would be appreciated as I have not been able to find 
anyone else who has attempted the same.

Regards,
--Brian
_ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where 
the Answers Are and have been for 20 years_

Filter Assigned Group Menu by Contact Compay

2013-10-15 Thread Kalicki, Brian J (IS)
Good evening List,

I am finally getting around to taking a look at our current customizations 
surrounding multi-tenancy.  In our case, we have a leveraged service desk 
model, where an individual at the call center has access to multiple tenants.  
So far, we have done a pretty good job of creating workflow (only for Incidents 
at this time)  to not allow an individual with access to multiple tenants to 
cross company boundaries, primary example is Assigned Group; currently, on 
submit or modify, workflow checks Contact Company against Assigned Support 
Company, if they match, Ok, if not, error.

This particular workflow is causing other issues, so I have decided to look 
into the possibility of filtering the Assigned Group menu for support groups 
related to the selected Contact Company.   Here is what I have done so far:


1.   Created a custom field called CompanyChk  and placed this field on 
CTM:Support Group (This will be referred to as the check field)

2.   Created an ActiveLink on HPD:Help Desk, on Menu selection of Contact 
Company

a.   Push Contact Company to the check field on CTM:Support Group

3.   Modified the menu qualification on HPD:Help Desk; Assigned Group, to 
check Company = CompanyChk

At this point, it works as intended, but since I am not clearing the check 
field, the next person who has access to the particular company will see the 
support groups even if the Contact Company is different for the ticket they are 
creating.  This also goes for tickets they are modifying after submit.

I am afraid that if I put in more workflow to clear the check field, there will 
be A LOT of write activities to the database and cause performance issues.  I 
believe this to be true as I will have to add workflow to clear it after, say 
Submit, but then push the contact company again on modify.


Any ideas or thoughts would be appreciated as I have not been able to find 
anyone else who has attempted the same.

Regards,
--Brian

___
UNSUBSCRIBE or access ARSlist Archives at www.arslist.org
Where the Answers Are, and have been for 20 years