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HP ServiceDesk 5.x Software: End-User

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Content starts here
At a glance
Course number UC331X
Length 4 days
Delivery method Onsite dedicated training ( OST)

Course overview

This course provides a generic base for end-user HP Service Desk 5.x Software product training. Modules from this base set may be arranged into sessions that target IT staff members by role. Base modules may be customized for the processes, workflow, procedures, and specific Service Desk implementation at a given customer site. The modules for this course are arranged so that all end-users attend the beginning of the class, then specific end-user types attend one or more additional modules based on their roles and responsibilities, up to four days. This course is 50% lecture and 50% lab.


Prerequisites

  • General PC user skills, including data entry and use of keyboard, mouse, Microsoft Windows interface

Audience

  • HP Service Desk Software End-Users, including the following staffs: Help Desk / Service Desk, Specialist/Technician, Problem, Change, Configuration, Service Level Management and staff entering Organization data

Ways to save

Course objectives

Upon completing specific modules of this course, you will be able to:
  • Create new Service Calls, Incidents, Configuration Items, Work Orders, Problems, Changes, Persons, Organizations, Workgroups, Locations, Mailboxes, Service Level Agreements and Services
  • Operate the HP Software Console to list, find, and update Service Desk objects
  • Use views, forms, and templates
  • Link records using the Relate feature
  • Assign and receive work
  • Access HP Service Desk Software using the Web Console and Service Pages

Next steps

  • ITIL Foundation for IT Service Management (based on ITIL V2) (H1846S)
  • HP ServiceDesk 5.x Software: Administration (UC328S)
  • Take other courses in the HP Software education curriculum

Benefits to you

  • Use HP Service Desk 5.x Software for day-to-day tasks, including entering new data, modifying data, and viewing
  • Use the HP Software Console, Web Console, and Service Pages
  • Use HP Service Desk 5.x Software for day-to-day tasks, including entering new data, modifying data, and viewing
  • Effectively use Quick and Advanced Find
  • Efficiently use Service Desk forms, views, and templates
  • Assign and receive work within Service Desk
  • Link Service Desk objects using the Relate feature
  • Effectively use Service Desk fields, including Status, Impact, Priority, Category, Classification
  • Use the Checklist Wizard

Course outline

Module 1: Introduction
  • What is ITIL? Why HP Service Desk Software? Types of Service Desk end-users, Service Desk definitions, product areas, and overview of interfaces

Module 2: End-User Basics

  • SD Client and Java Web Start, logon, overall layout of HP Software Console, getting help, workspace navigation panel, and objects
  • Views, records, forms, templates; Quick Find and Advanced Find; Relation and assignment concepts
  • Actions and History; Work orders and Approval sheets; Service Today and notification of work assigned

Module 3: Help Desk / Service Desk

  • Help Desk / Service Desk overview; Service Calls versus Incidents; Service Call status versus assignment status
  • Impact, priority, urgency; How do I create a Service Call? Service call form and tips for entering Serviced Calls
  • Checklist wizard and Work Orders; Relating Service Calls and Incidents and other Service Desk objects
  • Handling incoming Service Calls and Incidents ; Closure and views

Module 4: Specialist

  • Specialists overview and typical activities in Service Desk
  • Service calls versus Incidents; Service call status versus assignment status; Impact, priority, urgency
  • Handling incoming Service Calls and Incidents; Service Call form and tips for
    updating Service Calls
  • Work orders and relating records to other records
  • Configuration Item (CI), Problem, and Change forms

Module 5: Problem Management for End-users

  • Problem management overview
  • ITIL definitions – incident, problem, known error
  • How do I create a problem? Problem form and tips for entering Problems
  • Category, Classification, Impact, Priority, Work orders and relate Problems to other
  • Service Desk objects
  • Problem views

Module 6: Configuration Management for End-Users

  • Configuration management overview and configuration management in Service Desk
  • CI category; CI relations and types; unique CI versus type CI
  • Populating the CMDB; How do I manually create a new CI? CI form and tips for entering CI’s
  • Generate CI Wizard and Configuration Item views
  • Window of opportunity and trigger automatic CMDB update features
  • Maintenance Contracts

Module 7: Change Management for End-Users

  • Change management overview and change management in Service Desk
  • Projects, Changes, Work orders
  • How do I create a Change? Change form and tips for entering Changes
  • Work orders - automatic replanning, execution, and closing items that have related Work Orders
  • Approval sheets; link Change objects to other Service Desk objects
  • Change and Project views, Project form

Module 8: Service Level Management for End-Users

  • Basic SLM topics covered:
    • Service Level Management overview and SLM structure in Service Desk
    • Service Management Users and Roles
    • SLM objects and workspaces
    • Service Level Agreement, Service Level, and Service objects in Service Desk
    • Services types
    • Link Configuration Items to Services
    • Link Services to other Services
  • Advanced SLM topics introduced:
    • SD Service Designer
    • Modeling Service Hierarchies
    • Hierarchy Filters and Service Definitions
    • Steps to build Hierarchy Filters and Service Definitions
    • Creating Services from Hierarchy Filters and Service Definitons
    • Check Conformity
    • Manage Service Level Agreement

Module 9: Organization Management for End-Users

  • Organization Management Overview and scope
  • Data input process and how do I start manual input?
  • Party, Organization, Person, Workgroup, Location, Mailbox – forms, templates, and views

Module 10: End-User Advanced

  • Workspace Editor
  • Toolbars and CommandBar Customizer
  • Customizing the current view
  • Dashboard Panel
  • Multiple update
  • Settings user options
  • Console reporting from views

Module 11: Service Pages for Specialists

  • URL access and logon
  • Listing, and updating Service Calls, Incidents, Problems, Changes, Work orders
  • Creating Service Calls
  • Accessing Frequently Asked Question feature

Module 12: Web Console for IT Staff

  • URL access and logon
  • Creating, Listing, and updating Service Calls, Incidents, Problems, Changes, Work orders, Configuration Items, Services, Service Level Agreements, Persons, Locations, Mailboxes, Workgroups, Organizations
  • Using Advanced Find, Pop-up Actions, Detach, and Personalize features

UC331S a.00
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