Quick Set-up of IBM Control Desk – Development Instance ( Quick Start) Delivery & Steps

©2015 IBM Corporation aaS Quick Set-up – What Does It Include?  Create before installing Process Content Packages –GL Structure –Clearing Account –Organization –Base Currency –Item Set –Company Set –Site(s) up to 5  Installation of the Process Content Packages (PCPs) - (total of 5 packages)  Create After installing Process Content Packages –User(s) up to 5  People (up to 5) –Location (s) up to 5 2

©2015 IBM Corporation aaS Steps - Provide  Provide to Client the To Be Gathered slide deck –Discuss with Customer that not all data is necessary for this Offering, Only that which is on slide two of this deck for after installing the content. –Discuss that Project Configure can advise them on the other data noted in the To Be Gathered deck based on the Processes they are planning to enable in Development.  Provide to Client the Base data and PCP installation document –This enables them to define what the values will be for the items to be created from slide two of this deck before the content is installed.  Provide to Client the downloaded documents from each content pack ! –This enables them to start understanding how the content is leveraged to deliver the use of IBM Control Desk. –Downloaded documents are found on ISM Library, links to each package is on the reference slide of this deck for easy use. 3

©2015 IBM Corporation aaS Steps – Create now before PCPs  Create before installing the PCPs, use the data provided by the client for the items being created, See the document provided for how to create. –GL Structure –Clearing Account –Organization –Base Currency –Item Set –Company Set –Site(s) up to 5 4 **This is the same document as see on slide three of this deck

©2015 IBM Corporation aaS Steps – Now Install PCPs  Install the Process Content Packages  Follow the steps in this document.  If you have not downloaded the use documents for each content pack please do so now in this step, and provide to the client. 5 **This is the same document as see on slide three of this deck

©2015 IBM Corporation aaS Steps – Create after PCPs  Create After installing PCPs –User(s) up to 5  People (up to 5) –Location (s) up to 5 –Creating Users  –Understanding People  01.ibm.com/support/knowledgecenter/SSZRHJ/com.ibm.mbs.doc/person/c_people_application.html?lang=en –Creating Locations  01.ibm.com/support/knowledgecenter/SSZRHJ/com.ibm.mbs.doc/location/t_create_locations.html?lang=en 6

©2015 IBM Corporation aaS Steps – Restart the Service  Create a Service request in SSP for the restart of the service –Logging in to SaaS Support Portal will require use of your IBM id and can be accessed at  At this time it is necessary for DevOps to restart the ICD Service for all of the content to be visible 7

©2015 IBM Corporation aaS Steps –While you Await the Restart & After  Users created in previous step can now log in. –Authentication and Access are provided by IBM Control Desk for this Development instance  Logged in users can see the content that was loaded, they can start to navigate and learn the flow of the tooling, using the content documentation.  Users can now start to create other data sets such as was noted in the To Be Gathered Slide Deck for each individual process.  Users can get familiar with the use of the content by following the use section of the downloaded documentation for the content they plan to use. 8

©2015 IBM Corporation aaS Contacts – for Questions  Services –  Sales –  Strategic Services 9

©2015 IBM Corporation aaS References – Process Content Packages  Process Content Pack – Service Catalog –  Process Content Pack – Service Desk: –  Process Content Pack – IT Hardware Asset Management: –  Process Content Pack – Software Asset Management: –  Process Content Pack – Change Management – 10

©2015 IBM Corporation aaS References – More  IBM Control Desk Knowledge Center –  Project Start – 46ff-bbe9-c7c03fb3036f#fullpageWidgetId=Wb33da0c91d92_4cec_a8a7_57df877f617b&file=3e54e005-f01d-49be- b6d5-4f6e927ac149https:// 46ff-bbe9-c7c03fb3036f#fullpageWidgetId=Wb33da0c91d92_4cec_a8a7_57df877f617b&file=3e54e005-f01d-49be- b6d5-4f6e927ac149  Project Configure – 46ff-bbe9-c7c03fb3036f#fullpageWidgetId=Wb33da0c91d92_4cec_a8a7_57df877f617b&file=3db5faaa-47cc-4ae8- 9f fedb447https:// 46ff-bbe9-c7c03fb3036f#fullpageWidgetId=Wb33da0c91d92_4cec_a8a7_57df877f617b&file=3db5faaa-47cc-4ae8- 9f fedb447  Best Practices – page/Best%20Practiceshttps:// page/Best%20Practices  For Additional Links and information please see workbook Project Start 11