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Matrix42 Self-Service Help Center

Installation

PreRequisites

A Matrix42 Account is required to access Matrix42 Marketplace. If you do not have a Matrix42 account, please register your personal account at https://accounts.matrix42.com/my/register.

A license in form of a CERTIFICATE file is needed for installing and configuring Marvin. To receive a license, log in to the Matrix42 Marketplace to purchase and download the Virtual Support Agent (Marvin) Addon for Service Management. You will receive your license once the purchase is complete.

 

Service Management Setup

For administrators only.

Execute the previously downloaded Virtual Support Agent (Marvin) Addon as Administrator on the machine running Service Management. Please be careful which installer to use:

  • Matrix42_Marvin_VirtualSupportAgent_9.1.1.2633.zip for Service Management version 9.1.1.X
  • Matrix42_Marvin_VirtualSupportAgent_9.1.3.2886.zip for Service Management version 9.1.3.X
  • Matrix42_Marvin_VirtualSupportAgent_10.0.0.2959.zip for Service Management version 10.0.0.X

Once the Addon is installed, please proceed with the next steps.

  1. Copy and paste your Marvin license CERTIFICATE file into the "Certificates" folder inside the root path of your Service Management installation.
  2. Navigate to the Marvin settings section in the Global System Settings (Administration > Global System Settings > Edit > Marvin). Click the checkbox to enable the configuration.
  3. Under System URL you have to type in the URL under which the Service Management is available. The field should be pre-filled, already. 
  4. Under Service User, specify a user with a valid Service Management account and Administration permission granted. We recommend creating a new user to later better track activities originated from Marvin.
  5. Click on 'Connect to Marvin' to connect Marvin with your Matrix42 Account.
  6. Log in with your Matrix42 Account and allow access for 

The Service Management setup is now complete. Once Marvin App is available in your companies Microsoft Teams Store, users from your company are able to link their accounts to your their Service Management accounts to interact through Marvin with the Self-Service.

svs-config-marvin.PNG

Marvin System Settings

 

 

Auto-Discovery Setup

For administrators only.

Users have to link their Self-Service Portal Account to Marvin (see below). This uniquely identifies the user and link the Microsoft Teams Account (Azure AD) to a person object in the Service Management Platform.

To make it as easy as possible to link the Self-Service Portal Account, we recommend to configure auto-discovery. This ensures the Self-Service Portal URL is recognized automatically in the linkage process.

Click here for more information on how to integrate auto-discovery.

 

Microsoft Teams Setup

For administrators only

Since Marvin is published into the Microsoft Teams App Store every user needs to "install" Marvin himself. This will happen automatically when opening Marvin's chat the first time.

You can guide and or restrict your users to use Marvin in Microsoft Teams with the built-in app permission and setup policies:

 

For Endusers

Firstly users have to install the Marvin Microsoft Teams app.

  1. Navigate to the Microsoft Teams App Store and search for "Marvin"
  2. Marvin will be presented in the list. Click on Marvin and add the Bot (which will automatically install it)marvin-teams-store.PNGadd-marvin.png
  3. Write a message to Marvin (for example "Hello")
  4. Marvin will prompt a button to link your Microsoft Teams (Azure AD) account to your company's Service Management. Click on "Link Account"link-account.png
  5. The Service Management asks the user to login with their Service Management account. After login is complete Marvin will send a success message into the personal chat. The setup is now complete.

 

Note: If the admin has configured Service Management auto-discovery the user has to click "Link Account" and Self-Service Portal Login will be prompted directly to link the account. If auto-discovery is not configured, the user has to submit their company's Self-Service Portal URL into the service discovery form to complete the account linkage.

service-discovery.PNG

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