Verifying the Service Desk Installation (Connector for CA Unicenter® Service Desk and CA Software Change Manager for Distributed) › Verify the Service Desk Integration Installation

Verify the Service Desk Integration Installation

To verify the Service Desk integration installation

1. Log in to the Service Desk web client as a user with Administrative Access rights, using the same credentials that you used to run the configuration.
2. Select Administration, Service Desk, Application Data, Configuration Items, and Configuration Item Classes from the Administration tab.

   Note: If you chose ITIL, the list displays CIs and CI classes. If not, the list displays assets and asset classes.

   The Configuration Item Family List appears in the right pane, as follows:

   

   A new CI family appears representing a project. A Service Desk project CI is used to store information about projects that exist in CA Clarity PPM and Harvest. This information is used during the various integration processes.

3. Select Administration, Service Desk, Configuration Items, and Configuration Item Classes from the Administration tab.

   Note: If you chose ITIL, the list displays CIs and CI classes. If not, the list displays assets and asset classes.

   The Configuration Item Class List appears in the right pane, as follows:

   

   A class named ECM Project appears in the list. This class is a member of the CI family of the project. You can use this class to create the project CIs for the connector.

4. Select Administration, Events and Macros, and Macros from the Administration tab.

   The Macro List appears in the right pane. Service Desk macros are used to start the connection processes, and are launched during specific status changes in workflow tasks.

   

5. Verify that the above macros exist by performing a search using the following criteria:
   • In the Type field, select Action.
   • In the Object Type field, select Workflow Task.
   • Click Search.
6. Select Administration, Service Desk, Application Data, and Remote References from the Administration tab.

   Note: If you chose ITIL, the list displays CIs and CI classes. If not, the list displays assets and asset classes.

   • The Remote Reference List appears in the right pane. Remote references store the command line specification that is used to execute the integration processes. The values of the command line specifications that are stored here are used during the processing of the Action Macros that were examined in a previous step.
7. Perform this search using the following criteria and verify that the same search results are returned:
   

   

8. Several new workflow task statuses have been added for the connection processes. From the Administration tab, select Administration, Service Desk, Change Orders, and Workflow Task Status Code.

   Note: If you chose ITIL, the list displays CIs and CI classes. If not, the list displays assets and asset classes.

   The Task Status List appears in the right pane.

9. Verify that the Evaluate and In Progress task statuses are listed, as follows:

   

10. Select Service Desk, Change Orders, and Workflow Task Types from the Administration tab.

    Note: If you chose ITIL, the list displays CIs and CI classes. If not, the list displays assets and asset classes.

    The Task Type List appears in the right pane. Workflow task types are templates that are used to create the workflow tasks that are used in a change order. The task types represent a workflow task and associate the various statuses that will be used.

11. Verify that the following workflow task types are listed, as follows:
    • Create Clarity Idea
    • Create Clarity Work Request
    • Create Harvest Package
    • Evaluate Clarity Task
    • Monitor Clarity Project
    • Monitor Clarity Work Request
    • Monitor Harvest Project
    • Notify Assignee

    

12. Select Service Desk, Change Orders, and Categories from the Administration tab.

    Note: If you chose ITIL, the list displays CIs and CI classes. If not, the list displays assets and asset classes.

    The Change Category List appears in the right pane. These sample change categories define the workflow tasks, Valid Task Statuses, and Action Macros associations needed for the various types of Change scenarios that can be performed with the connection.

13. Enter project% in the Symbol field, and click Search to perform a search for all change categories that begin with project.
14. Verify that the following change categories are listed, as follows:
    • Project.Maint Clarity Harvest
    • Project.Maint Clarity Only
    • Project.Maint Harvest Only
    • Project.New System Development
    • Project.Other Maint Work

    

15. Using the following table, access the detail window for each category and verify the Change Category, Workflow Task, Valid Status, and Status = Action Macro: