Configure Release Management settings

As part of your initial configuration of Service Manager, you've to configure settings and workflows for release management. The settings define the ID prefix that is assigned to release records, how many files can be attached to each release record, and the maximum size of each file. You also create a workflow to notify people when a release record affects them.

Configure settings

The Service Manager Administrator configures release management settings by using the following procedure.

To configure release management settings

1. In the Service Manager console, select Administration.

2. In the Administration pane, expand Administration, and select Settings.

3. In the Settings view, select Release Management Settings.

4. In the Tasks pane, in the Release Management Settings area, select Properties.

5. In the Release Management Settings dialog, you can make the following changes:

   1. If you want to change the prefix code, change the default value in the Release Record ID prefix box.

   2. If you want to change the maximum number of files that you can attach to a release record, change the default value in the Maximum number of attached files box. For example, enter 2.

   3. If you want to change the maximum size of files that you attach to a release record, change the default value in the Maximum size (KB) box. For example, enter 300.

6. Select OK to close the Release Management Settings dialog.

Configure notifications

You can configure notifications for release records by completing the following procedure that sends a notification when a release record is created or updated.

To configure a notification for updated release records

1. In the Service Manager console, select Administration.

2. In the Administration pane, expand Administration, expand Workflows, and select Configuration.

3. In the Configuration pane, double-click Release Record Event Workflow Configuration.

4. In the Configure Workflows dialog, select Add.

5. In the Configure workflows for objects of class Release Record dialog, complete these steps:

   1. On the Before You Begin page, select Next.

   2. On the Workflow Information page, in the Name box, enter a name for the workflow. For example, enter Updated Release Records.

   3. In the Description box, enter a description of what the workflow does. For example, enter This workflow notifies the assigned-to user and the created-by user when release records are updated.

   4. In the Check for events list, select When an object is created or select When an object is updated, ensure that the Enabled checkbox is selected, and select Next.

   5. On the Specify Event Criteria page, select the Changed to tab. Under Related classes, expand Release Record, and then select either Assigned To User or Created By User.

   6. Under Available properties, select User Name, select Add, and then under Criteria, enter the user name of the person that you're basing the notification on. Repeat this step, as necessary.

   7. On the Apply Template page, clear Apply the selected template, and select Next.

   8. On the Select People to Notify page, select Enable notification, then select Assigned To User and select Add. Repeat this step for Created By User, and select Next.

   9. On the Summary page, review your settings, and select Create.

   10. On the Completion page, select Close.

Next steps

• Configure Desired Configuration Management to generate incidents.