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Table of Contents [Hide/Show] INTRODUCTION GENERAL CONFIGURATION       Step 1: Octopus system account       Step 2: Users/computers import          a) Active Directory Integration          b) Import users/computers/other data from an external data source       Step 3: Identify Types of CI to be managed       Step 4: Octopus user accounts       Step 5: Saving of attached files       Step 6: Remote access software INCIDENTS MANAGEMENT       STEP 1: Sending email messages to users       STEP 2: Incident categories and sub-categories       STEP 3: Incidents priorities       STEP 4: Other reference data       STEP 5: Intervention Groups SERVICE REQUESTS MANAGEMENT       STEP 1: Revise basic types of service requests

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INTRODUCTION

The initial implementation of Octopus requires a minimum of preparation. Pre configurations were applied to make the integration of the tool easier and faster. We have established a list below that will guide you in customizing your Octopus database. Some settings can be left as is, while others may require adjustments to reflect the reality of your operations. Edit

GENERAL CONFIGURATION

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Step 1: Octopus system account

Create an Octopus System account

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Step 2: Users/computers import

a) Active Directory Integration

Import users and computers from Active Directory

and / or

b) Import users/computers/other data from an external data source

Import data from an external source: DataImporter

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Step 3: Identify Types of CI to be managed

Modify Types of CI Edit

Step 4: Octopus user accounts

Creation of Octopus user accounts

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Step 5: Saving of attached files

Configuration of attached files network folder

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Step 6: Remote access software

Configuration of a remote access software

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INCIDENTS MANAGEMENT

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STEP 1: Sending email messages to users

Activation of automated email messages

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STEP 2: Incident categories and sub-categories

Modify the categories / sub-categories

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STEP 3: Incidents priorities

Modify priorities

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STEP 4: Other reference data

Among the reference data, the following lists are to be configured:

• Templates
• Canceling reasons
• Pending reasons
• Suspend reasons
• Incident sources
• Activity types

Please refer to the article Reference Data - Incidents to get explanations about configurations specific to incidents.

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STEP 5: Intervention Groups

By default, there are three (3) intervention groups in Octopus: Service Desk, Technical Support, Specialists, Telephony.

You can refer to the article Organize work groups in a team for advice on this. Edit

SERVICE REQUESTS MANAGEMENT

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STEP 1: Revise basic types of service requests

Please refer to the following articles to modify types of service requests:

• Types of Service Request
  
• Basic Configuration - Service request