Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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Create a self-service user
Applies to User Roles:
System Administrator
A new self-service user requires an operator record and a contact record. Hewlett-Packard recommends that you also create a user role for all self-service users. Alternatively, you can use the out-of-box self-service user role record.
Create self-service user contact record and operator record in one operation
To create the contact record and the operator record in one operation, follow these steps:
- Click System Administration > Base System Configuration > Contacts.
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Specify information for the new contact that you want to create. The following fields are required for a self-service user:
- Contact Name
- Full Name
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Email
HPE Service Manager uses the email address as the user's Service Manager ID when it creates the new operator record.
- (Optional) Choose the Primary Configuration Item to be associated with this user.
- Click Add.
- When the new contact record is created, click More or the More Actions icon, and then click Create Operator.
- Select Self Service User for the operator type, and then click Next.
- Click Save.
- Click OK.
Create self-service user manually
To create a self-service user manually, follow these steps:
Note If you create the operator record manually, you can use the out-of-box template record (Template_SelfService) to create a self-service user. If you choose this method, you must also create a matching contact record.
- Click System Administration > Ongoing Maintenance > Operators.
- Type or select optional search criteria, and then click Search.
- Select Template_SelfService.
- Replace the Login Name and Full Name.
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Verify the following:
- User Role field contains SELF SERVICE.
- Service Profile field contains SELF SERVICE.
- Add optional information, such as Language and Default Company name.
- Click the Login/Contact Profiles tab and choose a resource type from the Resource Type list.
- Click the Notification tab and in the Email Addr. field, type the self-service user's email address.
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Click the Self Service tab:
- To limit the new user to only self-service requests, select the Self Service Access Only check box.
- Type the name of the Self Service Menu to display when the user logs on using a self-service URL. The out-of-box menus are ESSSM and ESSM-Approval. ESSM-Approval provides the Approval Request link to the Approval view on the self-service starting page for those users with approval capability.
- Click the list to choose the Self Service Starting Page to display when the user logs on using a self-service URL. For example, choose Submit a Request.
- Add optional information to any tab.
- Click Add.
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Create a self-service user contact record:
- Click System Administration > Base System Configuration > Contacts.
- Type the new contact information.
- Click Add.
Note
- The Service Manager ID field in the contact record must match the operator Login Name in the operator record.
- If you choose the User Quick Add Utility, Service Manager prompts you to create the contact record for the user if it does not exist.
- You can apply the Template_SelfService template to a new operator record.
Related concepts
Master data records
User roles
Self-service
Creating self-service users
What is a self-service power user?
Related tasks
Add a user role record
Delete a user role record
Search for a user role record
Create a self-service user from an existing contact
Create multiple self-service users from a contact list
Grant self-service access
We welcome your comments!
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