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Configuring Release Management in Service Manager

Bill Anderson|Last Updated: 10/18/2016
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1 Contributor

Applies To: System Center 2016 - Service Manager

As part of your initial configuration of Service Manager, you have 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.

How to Configure Release Management Settings

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

Note

Revising the release record prefix does not affect existing release records.

To configure release management settings

  1. In the Service Manager console, click Administration.

  2. In the Administration pane, expand Administration, and then click Settings.

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

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

  5. In the Release Management Settings dialog box, 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, type 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, type 300.

  6. Click OK to close the Release Management Settings dialog box.

How to Configure Release Management Workflows for 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, click Administration.

  2. In the Administration pane, expand Administration, expand Workflows, and then click Configuration.

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

  4. In the Configure Workflows dialog box, click Add.

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

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

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

    3. In the Description box, type a description of what the workflow does. For example, type 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 check box is selected, and then click Next.

    5. On the Specify Event Criteria page, click 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, click Add, and then under Criteria, type the user name of the person that you are basing the notification on. Repeat this step, as necessary.

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

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

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

    10. On the Completion page, click Close.

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