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Matrix42 Self-Service Help Center

Service Catalog Settings

Service Catalog settings, services and their displaying options, technical targets, order placement,  order approvals and order processing adjustments.

Overview

The article provides an overview of the Settings which allow configuring the behavior of the Matrix42 Service Catalog. 

All the Service Catalog Settings are located in the Service Catalog application, under Settings, which you can access from the navigation area.

Service Catalog settings

  1. Start Matrix42 Service and Software Asset Management and open the Service Catalog.
  2. Click Settings in the navigation area. The Service Catalog Settings are displayed in Preview.
  3. Click Edit in the toolbar located at the top of Preview to make changes to the Service Catalog Settings.

Common Settings

  • General Approval Workflow: general approval workflow to be used for all orders in the Matrix42 Self Service Portal. The approval workflow covers the approval process in which one or more deciders have to approve or reject the services that are ordered.

A specific approval workflow for a service is started after the general approval workflow has finished provided the specific approval workflow is defined in the Approval Workflow field on the General dialog page of the Service dialog. If the general and specific approvals are granted (provided they are defined), the provisioning workflow which controls the actual delivery of the service is initiated. For more information about approval workflows, see Workflow Definitions

  • Decision Maker Role for Workflow: 1 Step Approval - Default Role: The standard 1 Step Approval (Default Role) approval workflow uses the role that you select here as the only approval step.
  • Rebooking Approval Workflow: approval workflow to be used for rebooking services to another user or cost center.
  • Custom Order Form: an additional form that should be filled out on the Self Service Portal when placing any order. Start typing the name of the Configuration Item for suggestions. Selected Configuration Item dialog is retrieved to the cart check-out and requires all mandatory fields to be filled out, otherwise, the "Place Order" button will remain disabled. 

Display Options

  • Show prices in Self Service Portal: this checkbox defines whether prices should be shown in Self Service Portal. 
  • Use currency code (EUR) for prices instead of the currency sign (€): select the checkbox to display a currency code in all currency fields. Otherwise, the system uses currency signs.
  • Use links to UUX: this checkbox defines whether links in emails lead to the legacy Portal (unchecked) or to the UUX Portal (selected). 

Technical Target and Recipient Restrictions

Setups additional filtering conditions applied in Self Service Portal Catalog for Technical Targets and Recipients. 

Recipients Filtering Options

During the ordering process in Self Service Portal, the user can select Recipient for which he/she wants to order services.
In order to filter available Order Recipients in Self Service Portal, the next options can be used:

  • Hide users from recipients if they have one of the following states
    This option allows filtering Recipients by Status. Users with specified Statuses cannot be defined as Recipients for a new Orders in Self Service Portal.
    For example, with the next configuration Users with statuses Deleted, Inactive, To Be Deleted can't be selected as a Recipient of the Order.

    usersFilter.png
  • Order Recipient Filtering Expression
    This option allows specifying an A-SQL expression based on the SpsUserClassBase data definition which will be used to filter Users.
    For example, a user wants to allow selection only to users from the same Location as the User that orders the services (Logged in User). In this case, next expression can be used:T(SpsCommonClassBase).Location = SUBQUERY(SpsUserClassBase as person, person.T(SpsCommonClassBase).Location.ID, person.ID = CurrentUserId())

Technical Target Filtering Options

Some services which user can order in Self Service Portal may require a Technical Target, such as a Computer, Account, or Mobile Device.

ServiceWhichRequiresTarget.png
To filter allowed Targets, additional filtering options or A-SQL expressions based on SPSTargetingClassTarget Data Definition can be used. A-SQL expressions also support placeholders {recipient}, {service} (see examples below).

  • Hide computers from technical targets if they have one of the following states
    This option allows filtering Computers (if service requires Computer as Target ) by Status.
    For example, with next configuration Computers with statuses Disposed, Discharged, Missing, Outbound, Inbound can't be selected as a Target for the Service.

    ComputersFilter.png
  • Hide accounts from technical targets if they have one of the following states
    This option allows filtering Accounts (if service requires Account as Target ) by Status.
    For example, with next configuration Accounts with statuses Inactive, Locked, Deleted can't be selected as a Target for the Service.

    AccountsFilterState.png
  • The following environments are restricted
    Computers in one of these environments are not shown in the selection lists, such as the technical target selection list in the Matrix42 Self Service Portal.
  • Technical Target Filtering expression for Accounts
    This option allows specifying an A-SQL expression to filter technical targets for Service which requires Account as Target.
    For example, to allow selecting only Order recipient's Account, next expression can be used:T(SPSAccountClassBase).Owner = '{recipient}'
    {recipient} - placeholder which represents Id of the User who is selected as an Order Recipient (SpsUserClassBase.ID).
     
  • Technical Target Filtering expression for Mobile Devices
    This option allows specifying an A-SQL expression to filter technical targets for Service which requires Mobile Device as Target.
    For example, to allow selecting only Mobile Devices which have not been already ordered (no booking) next expression can be used:
    NOT EXISTS (SUBQUERY(SVCServiceBookingClassBase as booking, booking.ID, booking.Service.ID = '{service}' AND booking.Consumer = '{recipient}' and booking.OrderType = 10 AND booking.Target = base.ID)){recipient} - placeholder which represents selected Order Recipient (SpsUserClassBase.ID).
    {service} - placeholder which represents Id of the Service (SpsArticleClassBase.ID) which requires Target.
     
  • Technical Target Filtering expression for Computers
    This option allows specifying an A-SQL expression to filter technical targets for Service which requires Computer as Target.
    For example, if the user wants to allow selecting only Computers managed by Empirum the expression will be like this:T(SpsAssetClassBase).ManagementType = 3
     
  • Technical Target Filtering expression for All Computers
    This A-SQL filtering expression will be used only if option "Allow Selection Of All Technical Targets By User" is allowed and service requires Computer as Target.

Functionality Settings

  • Users may withdraw incidents: if this checkbox is selected, the Matrix42 Self Service Portal users are allowed to withdraw incidents that have not been approved. The Withdraw button is then active in the toolbar of Incident Preview.
  • Allow Users to Change Personal Data: if this checkbox is selected, the Matrix42 Self Service Portal users are allowed to change their personal data. 
  • Allow Users to Remind Decision Makers: if this checkbox is selected, the Matrix42 Self Service Portal users are permitted to remind current decision-makers about required approvals. The Remind button is then available in the toolbar of the order/booking Preview.
  • Allow Users to Withdraw Orders or Bookings: if this checkbox is selected, Self Service Portal users are allowed to withdraw Orders and bookings that have not been approved. The Withdraw button is then active in the toolbar of the corresponding Preview. 
  • Show software usage information: if this checkbox is selected, the Matrix42 Self Service Portal users are allowed to view usage information on their software or the software of their cost centers
  • Ask for delivery information during checkout: if this checkbox is selected, the Matrix42 Self Service Portal users are asked for delivery information when ordering services.
  • Announcement Ticker is Visible in Portal: hide or show the Announcements area at the top of the Homepage of the Matrix42 Self Service Portal.
  • Show computer inventory details: if this checkbox is selected, the Matrix42 Self Service Portal users are allowed to see the inventory details for their computer or the computers of their cost centers.
  • Ask for approval reason: if this checkbox is selected, users will be asked for approval reason. 
  • Skip Duplicate Approvals: if this checkbox is selected, unnecessary duplicate approvals for orders are skipped. For example, if the same decider has granted approval in a previous step, or if the recipient and the decider is the same person.
  • Disable order rating: if this checkbox is selected, the service rating is deactivated for the Matrix42 Self Service Portal. As a result, users will not be able to rate service when accepting it at the portal. 
  • Allow Selection of Cost Center by User: if this checkbox is selected, Matrix42 Self Service Portal users are allowed to select a different cost center when ordering services.
  • Allow Selection of All Technical Targets By User: if this checkbox is selected, users are allowed to select all technical targets for ordering services in the Matrix42 Self Service Portal. If the checkbox is cleared, the recipient of a service that is ordered for a technical target must be a principal user of this technical target.
  • Allow Selection of Catalogs By User: specify whether the user can select all available catalogs, only catalogs that are assigned to this user, or no catalogs in the Service Recipient area of the checkout page in the Matrix42 Self Service Portal. Select No if users are not allowed to select catalogs. In this case, the Catalog field will not be available in the Service Recipient area and the visibility of catalog items in the portal will depend exclusively on audience restrictions and the given catalog priority.

 

When finished, click DONE at the bottom of the editing dialog to save the changes.