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How to Create Change Request Templates

Updated: November 1, 2013

Applies To: System Center 2012 - Service Manager, System Center 2012 R2 Service Manager, System Center 2012 SP1 - Service Manager

Use the following procedures to create two change request templates in System Center 2012 – Service Manager and then validate them. The first template is used to create change requests to modify Microsoft Exchange Server infrastructure. The second template is used to automatically change the priority of a standard change request to Low. For more information about how to use the second template after you create it, see How to Configure Change Management Workflows.

Change request templates store commonly used settings and apply the information to new change requests. For example, you can create a change request template that includes a number of activities. However, activities that you want to include in a change request template must have been previously created as activity templates.

noteNote
When you create a change request template, do not create links to configuration items or work items, and do not enter any user information. If you create a template with these objects, you cannot remove them, and you will have to re-create the template.

To create a messaging change request template

  1. In the Service Manager console, click Library.

  2. In the Library pane, click Templates.

  3. In the Tasks pane, under Templates, click Create Template.

  4. In the Create Template dialog box, type a name for the template in the Name box. For example, type Changes to Messaging Infrastructure Template.

  5. In the Description box, type a description for the template.

    For example, type Use this change template when you want to modify the messaging infrastructure.

  6. Click Browse to select a class.

  7. In the Select a Class dialog box, click Change Request, and then click OK.

  8. In the Create Template dialog box, under Management pack, select Service Manager Change Management Configuration Library, and then click OK.

  9. In the Change Request Template form, on the General tab, in the Description box, type a description for the change.

    For example, type Use when modifying the Exchange Server software infrastructure.

  10. In the Area box, select the area that is affected by the change request. For example, expand Hardware, and then select Server.

  11. In the Priority box, select a value. For example, select High.

  12. In the Impact box, select a value. For example, select Standard.

  13. In the Risk box, select a value. For example, select Medium.

  14. Click the Activities tab, and then click Add.

  15. In the Templates list, select Default Review Activity, and then click OK to open the review activity form.

  16. In the Title box, type a name for the review activity. For example, type Messaging Infrastructure Request Approval. Then, click Add to add the user or group that will normally approve the change request.

  17. In each open form or dialog box, click OK.

To create a priority-modifying template

  1. In the Service Manager console, click Library.

  2. In the Library pane, click Templates.

  3. In the Tasks pane, click Create Template under Templates.

  4. In the Create Template dialog box, type a name for the template in the Name box. For example, type Set Standard Change Requests to Low Priority.

  5. In the Description box, type a description for the template.

    For example, type Use this change template to automatically set the priority for standard change requests to Low.

  6. Click Browse to add a class.

  7. In the Choose Class dialog box, click Change Request, and then click OK.

  8. In the Create Template dialog box, under Management pack, select Service Manager Change Management Configuration Library, and then click OK.

  9. In the Change Request Template form, on the General tab, in the Priority list, select Low.

  10. Click OK.

To validate template creation

  • Verify that the new templates were created. For example, verify that Changes to Messaging Infrastructure Template and Set Standard Change Requests to Low Priority appear in the Templates view. You might have to press F5 to make the new change templates appear.

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For additional resources, see Information and Support for System Center 2012.

Tip: Use this query to find online documentation in the TechNet Library for System Center 2012. For instructions and examples, see Search the System Center 2012 Documentation Library.
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