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 contain one string and do not contain another | ^ (caret) |
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A combination of search types | ( ) parentheses |
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- Change Management overview
- What are changes?
- When should I use Change Management instead of Request Management?
- Change categorization
- Hover-over forms for change records
- Managing approvals in Change Management
- Message Group Definition record
- Default change categories
- Managing Change Management messages
- Managing events
- Managing alerts
- Change workflows
- Assessment capability
- Change prioritization
- Change scheduling
- Change records and CIs
- Change notification and escalation
- Change Management Audit trail
- What are notifications?
- Change archival
- Change Access Control
- Management reports generation
- Change Management Audit trail
- Release Management
Managing events
Events are system occurrences triggered by new or updated change requests, such as creating or approving a change. Events can trigger special processing, such as alerts and messages. When an alert condition becomes true, Change Management treats it as an event, and sends predefined notifications. You can create other customized routines to run as part of event processing.
The Events file contains the names and definitions of all valid Change Management events.
Change Management includes several default events, such as cm3r approved and cm3r closed. You can add others, according to your business requirements. For example, there may be activities or conditions to be checked or unique events that require user notification.
What controls events?
Event controls are options for processing messages and events. The change or task Phase definition record contains control information that defines when Change Management processes events for the named phase.
The cm3rmessages file
You must define all event names in the cm3rmessages file, or else no event processing can occur. Events are processed when the phase of the change or task is defined in the Phases field of the cm3rmessages file.
The ocmevents record
If the Phase field is NULL on the ocmevents record, the event is processed for all phases.
Checklist: Adding new events
You can perform the following software management tasks to add new events:
- Activate the Change Management background processor (cm3r)
- Activate the Change Management (cm3r) alerts schedule record
- Set the environment record
- Define the Messages/Events option for the phase
- Set any RAD or Format Control definition to track a custom event
- Define the operator groups in the cm3rmessages record in the cm3rgroups file
- Define the appropriate operator records
- Define the event in the cm3rmessages file
- Define the Format Name in the format file
- Validate the Message Notification controls