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Integrating with CA Service Desk Manager › How to Open Change Orders During Request Fulfillment › Update CA Process Automation Settings

Update CA Process Automation Settings

Update these CA Process Automation-related settings to complete the process of configuring CA Process Automation to support the opening of change orders in CA Service Desk Manager during request fulfillment.

Follow these steps:

  1. In CA Process Automation, perform these steps:
    1. Access the Service Desk SRF folder (CA SDM/SRF).
    2. Edit the HWSW_FilledFromInventory SRF.
    3. Add the <chgcat> tag to this SRF.

    This step updates the SRF to process change orders in CA Service Desk Manager.

  2. In CA Process Automation, perform these steps:
    1. Click Configuration, Domain, Modules, and click Lock.
    2. Double click Edit CA ServiceDesk Module.
    3. Enter the ServiceDeskWebService URL, for example, http://hyderabad129:8080/axis/services/USD_R11_WebService.
    4. Enter the user name and password of the CA Service Desk Manager administrator.
    5. Save and click Unlock.
  3. In CA Service Desk Manager, perform these steps:
    1. Select Options Manager, Change order Manager, Category_Defaults.
    2. Install the Category_Defaults option.
    3. Restart CA Service Desk Manager.

    This step updates CA Service Desk Manager to process change orders from CA Service Catalog according to your specifications.

  4. In CA Service Catalog, select Events-Rules-Actions, open the Request/Subscription Item Change event, and perform these steps:
    1. Edit the custom rule that you created by copying and modifying the rule named When Category is Hardware and Status is Filled From Inventory.

      Note: If you have not already created this custom rule, create it now. You must create this custom rule to be able to update the rule actions.

    2. Edit the action named Launch HWSWFilledFromInv_SDM SRF; this action is for the Hardware category.
    3. Verify that the value of the SDM_Category parameter of this action does not contain a dot (.). Otherwise, the system can fail to create change orders.
  5. Also in the Request/Subscription Item Change event, and perform these steps:
    1. Edit the custom rule that you created by copying and modifying the rule named When Category is Software and Status is Filled From Inventory.
    2. Edit the action named Launch HWSWFilledFromInv_SDM SRF for Software.
    3. Verify that the value of the SDM_Category parameter of this action does not contain a dot (.). Otherwise, the system can fail to create change orders.

You have updated the CA Process Automation-related settings.