You can use the predefined roles in their default configuration, modify them to meet your business requirements, or create new roles.
The following table describes the predefined roles installed with CA SDM. These roles are designed to align with ITIL v3 best practices, and thereby reduce the amount of site-specific customization required to bring your IT organization into ITIL compliance.
CA SDM only supports ITIL, and the CA SDM documentation is ITIL-oriented. For more information, see ITIL Configuration.
Role Type |
Role Name |
Description |
---|---|---|
End Users |
Configuration Viewer |
Performs basic CI viewing and research tasks from inside your organization. |
|
Customer |
Performs basic self-service tasks from outside your organization. |
|
Employee |
Performs basic self-service tasks from inside your organization. |
Analysts |
Configuration Analyst |
Performs tasks within the configuration item life cycle process and second-line CMDB support within your organization. |
|
Customer Service Representative |
Supports users external to your organization, most often customers. |
|
Knowledge Analyst |
Performs tasks within the knowledge management life cycle process. |
|
Level 1 Analyst |
Provides first-line support within your organization. |
|
Level 2 Analyst |
Provides second-line support within your organization, which requires more advanced subject matter expertise. |
|
Support Automation Analyst |
Provides first-line support within your live assistance environment. |
|
Vendor Analyst |
Supports a limited segment of your IT environment from outside your organization, such as vendor-specific hardware. |
Managers |
Change Manager |
Manages the change order process, but typically not the analysts who work on change order tickets. |
|
Customer Service Manager |
Manages Customer Service Representatives and the external support process. |
|
Incident Manager |
Manages the incident process, but typically not the analysts who work on incident tickets. |
|
Knowledge Manager |
Supervises Knowledge Analysts, knowledge document reassignments and escalations, and day-to-day knowledge administration. |
|
Problem Manager |
Manages the problem process, but typically not the analysts who work on problem tickets. |
|
Service Desk Manager |
Handles escalations and supervises Level 1 Analysts. Also may manage overall service desk operations. |
Administrators |
Administrator |
Performs administrative tasks throughout your CA SDM and Knowledge Management implementation. This role typically installs, configures, and integrates the products. |
|
Configuration Administrator |
Performs administrative tasks related to your CA CMDB implementation. This role typically administers CMDB and configuration item infrastructure and data structures. |
|
Knowledge Management Administrator |
Configures and monitors knowledge management settings. |
|
Service Desk Administrator |
Performs administrative tasks on data and processes, such as creating and updating categories, contacts, service types, root causes, and so on. |
|
Support Automation Administrator |
Performs administrative tasks related to your Support Automation environment, such as configuring queues and analyst tool permissions. |
|
System Administrator |
Performs administrative tasks related to your CA SDM implementation, configuration and adaptation, such as setting options, configuring integrations and modifying web forms. |
|
Tenant Administrator |
Performs multi-tenancy administrative tasks specific to a particular tenant or supporting organization. |
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