Subsections of User Guide

Subsections of User Documentation

Home

Serviceboard catalog is the main page for end users who want to consume and provision IT services. It allows you to search, filter and browse all available IT services.

Serviceboard supports two type of IT Services:

A single IT service (i.e. provisioning of a new Jira project) A collection / bundle of more than one IT service (i.e. provisioning of a new Jira project and Confluence space)

Info

Services which are restricted will be visible in the catalog, but you will not be able to consume them unless a Serviceboard administrator grants you an access.

home.png home.png

My Activities

Navigate to Home → My Activities to monitor progress of your IT Services provisioning. My activities are all IT Services you have consumed in the past and by default, it takes up to 1 minute to start provisioning of an IT Service. my_activities.png my_activities.png

Info

You can also edit the inputs. This is common if the provisioning of the IT service fails due to validation issues (e.g. the project name or key is taken). So instead of provisioning the IT service from the beginning, you can only change the impacted attributes.

My Workspaces

Navigate to Home → My Workspaces to view all workspaces created by provisioning your IT Services. A workspace can be Jira Project, Sharepoint Space, Trello Board, depending on type of each IT Service. It helps you to quickly navigate to different systems without spending too much time to find workspaces you created. my_workspaces.png my_workspaces.png

Serviceboard Projects

Navigate to Home → Projects to view all projects with privileged access. Serviceboard Project represents organizational, divisional, team, individual (or other) space where you provision your IT services. It tracks activities and workspaces created by any project user, which gives you a visibility across your entire department or team.

Note

Only privileged users with the role of Project Creator can create a Serviceboard Project.

Projects can be configured as:

  • Public (default) - any logged-in user can view the project
  • Restricted - only privileged users can view the project

Projects have the following permission roles available:

  • Owner - owns the Serviceboard Project. All activities permitted by admin and user access are granted to owner as well.
  • Admin - manage permissions and other administrative functions of the project. All activities permitted by user access are granted to admin as well.
  • User - provision IT Services in the given project img.png img.png

Subsections of User Tutorials

Service Provisioning

In this tutorial we will provision a first IT service. For this tutorial, we will be provisioning a new Jira Cloud Project.

Instructions

1. Create a new Serviceboard Project

Serviceboard projects represent organizational, divisional, team, individual (or other) spaces where you provision your IT services.

Note

Only privileged users with the role of Project Creator can create Serviceboard Projects.

  1. Navigate to Home→ New project. welcome.png welcome.png
  2. Fill in the project details:
  • Name: My project
  • Key: mp (autogenerated by default)
  • Project Category, Description (optional) project-details.png project-details.png

2. Provision a new IT Service

  1. Navigate to Home → Jira Cloud Project → Get jira-project.png jira-project.png jira-project2.png jira-project2.png
  2. Select a Serviceboard Project, where you want to provision your IT service. In our tutorial, we will you the project we created in the previous step. jira-project-select.png jira-project-select.png
  3. Continue to the next step and fill in the following attributes:
  • Name: e.g. My Jira Project
  • Project Type: Business
  • Project Template: Project Management
  • Key: MJP
  • Lead: e.g. SB User jira-project-form.png jira-project-form.png
  1. Continue to the last step and confirm the provisioning of the IT service by clicking the Submit button. jira-project-result.png jira-project-result.png

3. Monitor the progress

  1. After you submitted the form in the previous step, you are redirected to My Activities page, where you can monitor progress of provisioning for the IT service.
Info

You can still edit the inputs you entered in the previous steps. This is common if the provisioning of the IT service fails due to validation issues (e.g. the project name or key is taken). So instead of provisioning the IT service from the beginning, you can only change the impacted attributes.

my-activities.png my-activities.png

  1. Once the IT service is provisioned, you will see the green progress bar with 100% completion. To visit your newly created Jira Cloud Project, click on the icon on the right side of the progress bar. my-activities2.png my-activities2.png IT Services are executed every 1 minute by default, unless changed by IT Administrator.