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Matrix42 Self-Service Help Center

Walkthrough 3: Configuring a Bundle

Overview

In this example, a new combined service is configured for the Demo Workplace based on the simple services that have been created as described on the following pages:

To create a new bundle service:

  1. In Service Catalog application, open Service Catalog navigation item.
  2. To create a new bundle, click Bundles → Add Service Bundle.

Entering General Information

In the General dialog page and enter the following data:

bnd_general.png

  • Name: Demo Workplace
  • Service Type: Other
  • Status: Operational

    Only operational services can be ordered through the Matrix42 Self Service Portal.

    Other statuses:
    •  Released: services are visible on the Self Service Portal but cannot be ordered;
    •  Discontinued: the status is set automatically by the system when the date that was set under Operational Until is reached. The service is no longer shown in the Matrix42 Self Service Portal. 

      A complete list of the service statuses is available on the Service Lifecycle page.

  • Business Impact: User
  • Operational From/Operational Until: Blank
    In this case, the validity of the service is unlimited. If a date is defined, the time from which or until which the service can be ordered becomes limited.
  • Contact: Blank
    Employee of your company who is responsible for identifying compliance, assessing the resulting action options, and coordinating the corresponding measures.
  • Technical Owner: Blank
    Employee of your company who is professionally responsible for the service and can be asked for approval in approval workflows.
  • Support Contracts: Blank
    If a Service Level Agreement exists for the service, it is selected here.
  • Approval Process: Blank
    If an approval process is selected here, it is run additionally after the successful completion of the general approval workflow. The approval workflows are run in the following sequence:
    1. Approval workflow defined in the Global System Settings;
    2. Approval workflow specified for the bundle;
    3. Approval workflows run for the service elements included in the bundle.
  • Allow uninstallation without approval: Not selected
    The laptop is not allowed to be returned without the approval of the persons who are responsible for the cost center.
  • Allow repair without approval: Not selected
    Repair works that are related to the laptop should be approved by the persons who are responsible for the cost center.
  • Show Service as featured in Self Service Portal: Not selected
  • Description: Blank
    A detailed internal description of the hardware appears here.

 

Defining Portal Display

Click the Portal Display dialog page and enter the following data:

bnd_portal_display.png

  • Name: Demo Workplace
    Name of the service, which is displayed in the Matrix42 Self Service Portal.
  • Service Description in Business Context:  Basic office equipment for every employee so they can work productively and efficiently.
    A detailed description of the service for displaying in the Matrix42 Self Service Portal. Try to phrase this information so that non-technical users can understand it.
  • Tags: Notebook, Workplace
    Keywords for searching for this service.
  • Image (URL): Services/workplace.jpg
    This image will be displayed for the service in the Matrix42 Self Service Portal.
  • Categories: Computers, Software
    The service is listed in the portal under these categories.
  • Assigned instances of this service are visible to their consumers in the Self Service Portal: Selected
    This service is visible in the portal for the user. If not selected, the service is no longer visible in the portal. However, this is only practical for services that the user does not need to see, for example, installation service for bundles.

 

Defining Pricing

Click the Pricing dialog page and enter the following data:

bundle_pricing.png

  • Payment Method: Hire
  • Payment Cycle: Monthly
  • Amount: 20.00 euros
    The laptop is leased. For this, a monthly rent of 25.00 euros is charged. The costs are charged monthly to the cost center. The price in the shopping cart is calculated for the entire year. 
  • Day/Month: 01/01/2020
  • Unit: Piece
  • Installation Charge:
    • choose Included
      No additional charges are applied.
    • Ignore installation charge when rebook: Selected.
      No additional charges are applied when the service is rebooked to the other employee.
  • Repair Charge:
    • choose Additional Charge option;
    • Additional Repair Charge: set amount to 9.99
      Additional costs are charged for any repairs of the bundle.
  • Uninstallation Charge:
    • choose Additional Service option;
    • set Amount For Uninstallation to 1;
    • choose Service Engineer (1h) service.
      Additional Service Engineer (1h) service is required for the uninstallation of the bundle services. For this, a one-time uninstallation fee of 30.00 euros is charged.
    • Ignore uninstallation charge when rebook:  Selected.
      No additional charges are applied when the service is rebooked to the other employee.

 

Defining Provisioning

Click the Provisioning dialog page and enter the following data:

bnd_provisioning.png

  • Provisioning Workflow: blank

    For more information on Provisioning Workflows see Provisioning Process page.

  • Required Technical Target: No Target required
  • Allow Multiple Allocation: Yes
    The bundle can be ordered several times for an instance (in this case for the user). It means that users can order this service as many times as they want.
  • Repair Mode: By Service Desk Staff and Self Service
    Repair action can be applied by a Service Desk employee, from the Service Catalog or by the end-user in the Self Service Portal.
  • Uninstallation Mode: By Service Desk Staff and Self Service
    Uninstallation / service return can be performed either by a Service Desk employee, from the Service Catalog or by the end-user in the Self Service Portal.
  • Self Service Portal Form: Blank
    Because no additional information from the end-user is required, no additional form should be specified here.
  • Instance Type: Computer
  • Minimum Delivery Time: Blank
    The minimum time that remains until the services of the bundle are delivered to the customer. 
  • Maximum Delivery Time: Blank
    The maximum time that remains until the bundle is delivered to the customer.
  • Create multiple bookings: Selected
    This option is used when the end-user wants to order the same bundle within one order in the Self Service Portal. For this purpose, they select the service in the catalog and add it to the shopping cart. Then they access the shopping cart and change the number of bundles from 1 to 2. The following changes occur depending on the Create Multiple Bookings mode:
    • Create multiple bookings option is not selected: the order is simply recalculated with the new quantity of services of the bundle:
      bnd_create_multiple_bookings_off1.png
       When the order is submitted, a service booking is created for each item of the bundle.
    • Create multiple bookings option is selected: the end-user is asked if they want to create a copy of the bundle.
      create_multiple_bookings_on1.png
      After confirmation, a second copy of the bundle is put into the shopping cart and multiple service bookings are created when the order is submitted, each for the single item of the ordered service.

Adding Attachments

On the Attachments dialog page, copies of digital documents can be saved and later reopened. These attachments are shown in the Matrix42 Self Service Portal.

Adding Notes

On the Notes dialog page, general further remarks and notes can be entered. You can edit these entries later. They are not shown in the Matrix42 Self Service Portal.

 

Service Elements

Service Elements dialog allows adding and managing the components of the bundle, their pricing, behavior within set, provisioning dependencies and technical target settings.

Only simple services can be added to the bundle.

bnd_service_elements.png

 

Service Element #1

Click add.png icon and choose the service element that should be a part of a bundle and configure its properties as shown on example:

bnd_service_element1.png

Behavior Within Set:

  • Service Group: Hardware (Radio Buttons) 
  • Position: 0
  • Price Type: Included in Set
  • Surcharge: not supported
  • Hide service in set: disabled
  • Service is mandatory: No
  • Service is selected by default: selected
  • Show only for allowed Audience: disabled
    Audience restrictions are not applied to the service elementю
  • Allow change of quantity: disabled
    The quantity of the ordered service elements depends on the quantity of the bundles that were added to the shopping cart.

Provisioning Dependencies:

  • optionally, choose the service elements that should be provisioned before this Service Element.

Technical Target:

  • Target Source Type: Ask User During Order.

Service Element #2

Click OK and add another service:

bndl_service_el_2.png

Behavior Within Set:

  • Service Group: Additional Software (Checkboxes) 
  • Position: 0
  • Price Type: Included in Set
  • Surcharge: not supported
  • Hide service in set: disabled
  • Service is mandatory: No
  • Service is selected by default: disabled
  • Show only for allowed Audience: disabled
    Audience restrictions are not applied to the service element
  • Allow change of quantity: disabled
    The quantity of the ordered service elements depends on the quantity of the bundles that were added to the shopping cart.

Provisioning Dependencies:

  • Demo Laptop: click the search icon and choose from the suggested services. The list includes only those services of the bundle that have Provisioning Workflow.
    The service elements of the bundle that should be provisioned before this Service Element, for instance, the current element is a software application that requires a laptop to be installed on, so the demo laptop will be provisioned first. 

Technical Target:

  • Target Source Type: Ask User During Order

For more details on Provisioning Process with Dependencies for Service Bundles with examples see the Provisioning Process page.

 

Defining Requirements

On the Requirements dialog page, required and/or excluded services are defined.

  • Required Services: the bundle cannot be ordered without having the required services already ordered and installed by the customer.
  • Excluded Services: the services that have to be uninstalled or rebooked to another employee before the bundle can be ordered.

Defining Dependencies

Dependencies dialog page is supported for the simple services only.

Defining Catalogs

On the Catalogs dialog page, one or more catalogs can be assigned to the service. The service is only visible for the users that are defined in each catalog.

Shopping Cart

When the end-user adds bundle to the shopping cart the following service elements of the Demo Workplace bundle are displayed according to the settings that were specified above:

bundle_ssp.png

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