CA Service Management

  • 1.  Mail Approval in Service Catalog

    Posted May 08, 2018 09:32 AM

    Dear All,

     

       We have requirement to Approve/Reject catalog orders via mail only. Just like email eater in Service Desk.

    Can any one suggest how to proceed for the same. Is this facility available in service catalog OR we need to do it via PAM?

     

     

    Thanks & Regards,

    EMS Team



  • 2.  Re: Mail Approval in Service Catalog

    Posted May 08, 2018 10:09 AM

    You will need PAM for approval by Email, but it's documented and relatively easy to implement once you have the PAM + SC integration set up. Look up PDA Approval in the documentation for Service Catalog and look at the Emal Approval process in PAM (included in the SC imported content).



  • 3.  Re: Mail Approval in Service Catalog
    Best Answer

    Broadcom Employee
    Posted May 09, 2018 02:42 AM

    Good Morning Cristi.

    Please check the below for another explanation of this functionality.
    Please consider the below as a starting point. Although I managed to get this working earlier.

    - Install a mailserver that can run the IMAP protocol.
    > I used hMailServer and added accounts and imap settings and smtp settings
    > Add(use) a specific account for 'mailtrigger@maildomain.com' purposes, to be set in PAM later
    - Install an Email-UI.
    > I used Thunderbird
    - In Thunderbird, NO password/authorization set for smtp

    - SC/catalog/config>pda=yes

    - PAM/config
    > Domain>trigger>mail trigger

    https://support.ca.com/cadocs/0/CA%20Process%20Automation%2004%202%2002-ENU/Bookshelf_Files/HTML/Content%20Administrator%20Guide/index.htm?toc.htm?1544841.html

    Email Message Customizations
    Administrators can customize the email messages to have different links.
    Customization can be done by adding/modifying the place holders in the email messages.
    Here are the customizations that can be done in the email messages:
    -Approve/Reject at custom approve/reject statuses
    -Approve/reject at various pending action levels. i.e In Service level or Service Option Level or Request level.
    -Type of links. i.e MailTo or HTML
    -This is done by adding the UPDATE_STATUS_LINK to the email content, e.g.
    --$UPDATE_STATUS_LINK=MAIL_TO|800|R|Subject|Body|$ creates a mailto link which will update the status of the request (R) to 800.
    Make sure that there is no Pipe Symbol (|) in the Subject, Body text.
    --$UPDATE_STATUS_LINK=HTTP|800|S$ creates a http link which will update the status of the service (S) to 800.
    <br><br><a href='$UPDATE_STATUS_LINK=HTTP|800|R$'>Approve Request</a> without further review.
    This works when the mail is generated from Request Email Rule Action.
    --$UPDATE_STATUS_LINK=HTTP|800|SO$ creates a http link which will update the status of the service option (SO) to 800.
    This works when the mail is generated from Request Email Rule Action.
    =======================================================
    If the email action is configured using '800|R' as follows the entire request is approved:
    <br> <br><a href='$UPDATE_STATUS_LINK=HTTP|800|R$'>Approve Request</a> without further review
    <br> <br><a href='$UPDATE_STATUS_LINK=HTTP|600|R$'>Reject Request</a> without further review

    Approve Request without further review
    This option approves all the requests pending action that are assigned to you.
    In addition, this option approves all other requests pending action remaining for the request, if your role permits you to do so.
    Even if you are not the assignee.
    For example, if your role is Service Delivery administrator (named spadmin by default), you can approve all requests pending actions for all requests.

    $UPDATE_STATUS_LINK=HTTP|800|R$ Provides the link that the approver clicks to approve the entire request.
    $UPDATE_STATUS_LINK=HTTP|600|R$ Provides the link that the approver clicks to reject the entire request.

    You can update this to '800|S' to only approve the assigned service:
    Approve Service without further review
    This option approves the highlighted service in the request pending action;
    the service assigned to you is highlighted in the request summary.

    $UPDATE_STATUS_LINK=HTTP|800|S$ Provides the link that the approver clicks to approve an individual service.
    $UPDATE_STATUS_LINK=HTTP|600|S$ Provides the link that the approver clicks to reject an individual service.

    Working locally (a while ago though):
    =====================================
    Local - EmailApproval for ($request_id$) for $rate_item_name$
    <br>One or more items in the request $request_name$ ($request_id$) for $req_for_user_id$ for service $offering_name$ has been submitted to your approval queue.
    <br>Please review this request by clicking <a href='$REQUEST_APPROVE_DETAILS$'>here</a>
    <br>$is_pda_enabled=$pda_enabled$$
    <br>One or more items in the request $request_name$ ($request_id$) has been submitted to your approval queue.
    <br>The summary of the request is included in this email.
    <br><br>HTTP::: Click links below to perform the approval action on the request.
    <br><br><a href='$UPDATE_STATUS_LINK=HTTP|800|R$'>Approve Request</a> without further review
    <br><br><a href='$UPDATE_STATUS_LINK=HTTP|600|R$'>Reject Request</a> without further review
    <br><br><a href='$REQUEST_APPROVE_DETAILS$'>Review the Details</a> of the request in CA Service Catalog; afterwards you can approve or reject some or all of the requested items. <br> <br>Please wait for the confirmation message in your browser after performing the approval action.
    <br><br>EMAIL::: Click links below to perform the approval action on the request.
    <br><br><a href='$UPDATE_STATUS_LINK=MAIL_TO|800|R|EmailApproved Request $request_id$|Approved Request $request_id$|$'>Approve Request</a> without further review.
    <br><br><a href='$UPDATE_STATUS_LINK=MAIL_TO|600|R|EmailRejected Request $request_id$|Rejected Request $request_id$|$'>Reject Request</a> without further review.
    <br><br><a href='$UPDATE_STATUS_LINK=MAIL_TO|800|S|EmailApproved Service ($offering_name$) in Request ($request_id$)|Approved Service ($offering_name$) in Request ($request_name$)|$'>Approve Service ($offering_name$) in Request ($request_id$)</a> without further review.
    <br><br><a href='$UPDATE_STATUS_LINK=MAIL_TO|600|S|EmailRejected Service ($offering_name$) in Request ($request_id$)|Rejected Service ($offering_name$) in Request ($request_name$)|$'>Reject Service ($offering_name$) in Request ($request_id$)</a> without further review.
    <br><br><a href='$REQUEST_APPROVE_DETAILS$'>Review the Details</a> of the request in CA Service Catalog.
    <br>Afterwards you can approve or reject some or all of the requested items.
    <br><br>Please wait for the confirmation message in your browser after performing the approval action.

    http://winx64:8083/usm/wpf?Node=icguinode.requestapproveconfirmmessage&Args=800|R|10156|-1
    ==========================================
    $UPDATE_STATUS_LINK=MAIL_TO|800|R|Subject |Body |$
    $UPDATE_STATUS_LINK=MAIL_TO|800|R|Approved Request $request_id$|Approved Request $request_name$|$'>Approve Request</a> without further review.
    ==================================================
    <br>One or more items in the request $request_name$ ($request_id$) for $req_for_user_id$ for service $offering_name$ has been submitted to your approval queue.
    <br>Please review this request by clicking <a href='$REQUEST_APPROVE_DETAILS$'>here</a></br>$is_pda_enabled=$pda_enabled$$
    <br><br>One or more items in the request $request_name$ ($request_id$) has been submitted to your approval queue.
    <br>The summary of the request is included in this email.
    <br><br>Click links below to perform the approval action on the request.
    <br><br><a href='$UPDATE_STATUS_LINK=MAIL_TO|800|SO|Approved Item in Service ($offering_name$) in Request ($request_id$)|Approved Item in Service ($offering_name$) in Request ($request_name$)|$'>Approve Item in Service ($offering_name$) in Request ($request_id$)</a> without further review.
    <br><br><a href='$UPDATE_STATUS_LINK=MAIL_TO|600|SO|Rejected Item in Service ($offering_name$) in Request ($request_id$)|Rejected Item in Service ($offering_name$) in Request ($request_name$)|$'>Reject Item in Service ($offering_name$) in Request ($request_id$)</a> without further review.
    <br><br><a href='$REQUEST_APPROVE_DETAILS$'>Review the Details</a> of the request in CA Service Catalog; afterwards you can approve or reject some or all of the requested items.
    <br><br>Please wait for the confirmation message in your browser after performing the approval action.
    <br>
    ========================================================

    Thanks and kind regards, Louis.