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Matrix42 Self-Service Help Center

Ordering Software at Self Service Portal

Walkthrough

In this example, we will order an operating system at the Matrix42 Self Service Portal. The example includes instructions on how to select a technical target.

  1. The end user logs in to the Matrix42 Self Service Portal and clicks Catalog in the navigation area.
  2. In the Search Text field, enter "operating system" and press <Enter>.
  3. The Demo Operating System will appear under Search Results.
  4. To order the software, click Add to Cart.
  5. As we selected Computer under Required Technical Target while configuring the service, the mandatory Choose computer as target field appears next to the service on the Add to Cart page. 
    technical_target.jpg
  6. Now you should specify a technical target. Click the selection button in the Choose Computer as target field.
  7. Select the computer that you want to use as a target and click Add to Cart.
  8. Under Delivery Information, specify details about the user who will receive the services, and then click Place Order.
  9. The Order Progress diagram shows the current state of the order in the order process. If a magnifying glass is shown, you can click it to view the corresponding process step in detail.
  10. Now the order should be approved. The cost center decider, member of the Cost Center Management role, logs in to the Matrix42 Self Service Portal and clicks or Home > Decide > Service Approvals in the navigation area.
  11. Locate the needed order and click Approve.
  12. The workflow will automatically complete the provisioning of the order.
  13. The order has been provisioned. The end user logs in to the Matrix42 Self Service Portal and accepts the order by clicking Accept in the Preview toolbar.
  14. Rate the provisioning quality, leave a comment (optional), and then click Accept. The order has been successfully completed.
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