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Service Manager documentation set

The following table lists all the HPE Service Manager documentation.

Document Description Available Formats Locations
Release Notes

Includes last minute information, fixed issues, and limitations.

PDF HPE Software Support Online
Support Matrix

Describes the hardware and software requirements and the compatibility information of Service Manager components.

PDF HPE Software Support Matrices portal
Open Source License Service Manager Open Source and Third-Party Software License Agreements

Describes a list of the related open source components under each open source license in Service Manager.

Service Request Catalog Open Source and Third Party License Agreements

Describes a list of the related open source components under each open source license in Service Request Catalog.

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PDF

HPE Software Support Online
Installation and Upgrade Documentation Center

Provides guidelines on upgrading the Service Manager binaries, applications, and other components (Smart Analytics, KM Search Engine, language packs, content packs, Service Request Catalog, Mobility, etc) to version 9.41. he Installation and Upgrade Documentation Center is available as a ZIP file on the HPE Software Support Online web site. To use this documentation center, extract the ZIP file to a local or shared drive, and then open default.htm in a web browser (Firefox or Chrome is recommended because certain links may not work in Internet Explorer).

This documentation center provides a central place for quick access to the following documents:

Interactive HTML document HPE Software Support Online
Interactive Installation Guide (Interactive HTML)

Provides instructions on how to prepare an RDBMS and install the Service Manager server, web tier, Windows client, and legacy integrations.

Interactive HTML document

HPE Software Support Online

Applications Upgrade Guide (PDF)

Provides instructions on how to upgrade the Service Manager applications from SM7.1x, SM9.2x, and SM9.3x (with or without a Process Designer content pack installed). Implementers can use this guide to complete an application upgrade or to run their current application versions on an upgraded client/server environment.

Refer to the appropriate guide according to your pre-upgrade version of Service Manager.

PDF

HPE Software Support Online

Interactive Applications Upgrade Guide

Enables you to select the options required for your implementation and produce a customized applications upgrade guide that includes only the requirements and tasks that apply to you.

Interactive HTML document HPE Software Support Online

Applications Patch Manager Guide

Describes the HPE Service Manager Applications Patch Manager and how to use it to update your applications from SM9.4x to the latest applications release.

PDF HPE Software Support Online

Process Designer Migration Guide

Outlines the procedures to migrate existing tailoring to Process Designer, and the procedures to migrate your legacy data to Process Designer based workflows.

PDF

Help Center

HPE Software Support Online

Service Manager Hybrid Migration Guide

Describes how to migrate to Service Manager Hybrid by using the migration tool and the changes that the Process Designer migration tool makes to your Service Manager deployment.

PDF

Help Center

HPE Software Support Online

Upgrade Assessment Toolkit User Guide

Provides instructions on how to generate and customize data reports by using a toolkit named Assessment Toolkit, and also describes a suite of assessment reports that can be generated by using this toolkit. With the help of these assessment reports, HPE partners can easily estimate migration effort and potential problems for a data migration from ServiceCenter to Service Manager or a system upgrade from an earlier version of Service Manager to a later one.

PDF

Help Center

HPE Software Support Online

Language Pack Installation Guide

Describes how to install the language packs.

PDF

Help Center

 

HPE Software Support Online

Smart Analytics Administrator and User Guide

Describes how to install, configure, and use Smart Analytics.

PDF

Online help

Help Center

HPE Software Support Online

Solr Search Engine Guide

Provides a comprehensive overview of the Knowledge Management Solr search engine and its capabilities. This guide also includes installation instructions, configuration options, and information on how to upgrade from the K2 search engine.

PDF

Online help

Help Center

HPE Software Support Online

Mobile Applications User Guide

Describes how to use HPE Service Manager Mobile Applications.

HPE Service Manager Mobile Applications connects your company's people and information by providing your team access to the Change Management, Incident Management and Service Desk applications through the use of smartphones.

Service Manager Mobile Applications provides your Change Management, Incident Management, and Service Desk Agent staff with mobile access while away from the office 24 hours a day, seven days a week.

PDF

Help Center

HPE Software Support Online

Collaboration Guide

Describes how to use HPE Service Manager Mobile Applications.

As an instant messaging tool embedded in Service Manager, Service Manager Collaboration enables Service Manager IT operators to collaborate in real time (or anytime) when handling an Interaction, Incident, Incident Task, Request, Request Task, Problem, Problem Task, Change, or Change Task.

PDF

Help Center

HPE Software Support Online

Service Request Catalog Interactive Installation Guide

Provides instructions for installing HPE Service Request Catalog for Service Manager.

HPE Service Request Catalog for Service Manager is a self-service requesting and approval interface in the web client. This interface provides an easy-to-navigate guided process that helps end users to perform request-related tasks. The Service Request Catalog interface requires installation and setup before users can use it.

Interactive HTML document HPE Software Support Online

Service Request Catalog Customization Guide

Provides the information that is needed to customize the HPE Service Request Catalog for Service Manager.

PDF

Help Center

HPE Software Support Online

Guides and Best Practices

Processes and Best Practices Guide

Provides best practices, management overviews, process flows, and workflow diagrams for the Service Desk, Incident Management, Request Fulfillment, Problem Management, Change Management, Knowledge Management, and Configuration Management modules. This guide is based on practical experience from implementing Service Manager for many customers of various sizes.

PDF

Help Center

HPE Software Support Online

Tailoring Best Practices

Describes the most common tailoring activities and how to best accomplish them in order to meet particular use case goals.

PDF

Online help

Help Center

HPE Software Support Online

Process Designer Tailoring Best Practices Guide

Describes best practices for using the Process Designer framework and tailoring a Process Designer based module.

PDF

Online help

Help Center

HPE Software Support Online

Web Services Guide

Describes how to publish or consume Web Services using Service Manager. This document introduces the SOAP API and the RESTful API that are used in Service Manager, and includes examples that can be used as templates.

PDF

Online help

Help Center

HPE Software Support Online

Document Engine Guide

Provides an overview of the Document Engine and a description of the Document Engine components.This guide also includes a detailed example that demonstrates how to use the Document Engine to implement a work order system in Service Manager.

PDF

Online help

Help Center

HPE Software Support Online

Wizards Guide

Describes the Wizard tool that you use to create custom wizards, and defines and describes each of the fields the tool includes.

PDF

Online help

Help Center

HPE Software Support Online

Programming Guide

Provides an overview of the RAD system language in Service Manager. It also provides an overview of JavaScript functionality in Service Manager, using both examples and descriptions of JavaScript objects, properties, methods, and functions.

PDF

Online help

Help Center

HPE Software Support Online

Accessibility Guide

Contains information for those who want to use the product in accessible mode and detailed information for Service Manager administrators.

PDF

Online Help

Help Center

HPE Software Support Online

Shared Memory Guide

Describes how to create and use shared memory.

PDF

Help Center

HPE Software Support Online

Service Manager Operational Reports Guide

Describes how to run Service Manager Operational Reports.

PDF

Online Help

Help Center

HPE Software Support Online

SM Doctor User Guide

Service Manager Doctor enables support engineers to collect configuration and diagnosis data from Service Manager.

PDF

Online Help

Help Center

HPE Software Support Online

Integrations

Service Manager Integration Suite (SMIS) Developer Guide

Describes the Service Provider Interface (SPI) of SMIS, and provides instructions on how to develop a template for a schedule-based or UI-based integration, as well as on how to register an integration template in SMIS.

PDF

Help Center

HPE Software Support Online

Service Manager Service Catalog-PPM Center Project Proposal Integration Solution Configuration Guide

Describes how to configure the HPE Service Manager Service Catalog-PPM Center Project Proposal Integration Solution.

PDF

Help Center

HPE Software Support Online

Service Manager Exchange with SAP Solution Manager Installation and Administration Guide

Describes the installation, configuration, administration, and maintenance of HPE Incident Exchange and the HPE Incident Exchange web service.

PDF

Help Center

HPE Software Support Online

Service Manager Exchange with SAP Solution Manager User Guide

Describes how to use HPE Service Manager Exchange with SAP Solution Manager.

PDF

Help Center

HPE Software Support Online

Universal CMDB Integration Guide

Describes how to establish and maintain the connection between the UCMDB and Service Manager systems.

PDF (using the XSLT adapter)

PDF (using the generic adapter)

Help Center

HPE Software Support Online

Defects and Requirements Exchange with HPE Service Manager and HPE Application Lifecycle Management Installation and Administration Guide

Describes how to configure and deploy integrations between Service Manager (SM) and HPE Application Lifecycle Management (ALM).

PDF

Help Center

HPE Software Support Online

PDF versions of the Help Center topics

Provides the content of the Help Center in PDF format so that you can easily print multiple help topics or read the online help in PDF format.

Whats New help topics for printing

Getting Started help topics for printing

Service Desk help topics for printing

Incident Management help topics for printing

Problem Management help topics for printing

Change Management help topics for printing

Request Fulfillment help topics for printing

Time Period Management help topics for printing

Configuration Management help topics for printing

Knowledge Management help topics for printing

Service Catalog help topics for printing

Service Level Management help topics for printing

Reporting help topics for printing

Survey help topics for printing

Calendar Administration help topics for printing

Scheduled Maintenance help topics for printing

Application Setup help topics for printing

Database Management help topics for printing

System Installation and Setup help topics for printing

System security help topics for printing

Server performance tuning help topics for printing

Integrations help topics for printing

Tailoring help topics for printing

Status and notifications help topics for printing

Delta Migration Tool help topics for printing

System Configuration Parameters help topics for printing

Troubleshooting help topics for printing

Glossary help topics for printing

PDF Help Center