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Follow these easy steps to help you start using Octopus |
Edit1 - Import the list of users, computers and printers from Active Directory
It is necessary for an incident to be associated to a
user.
To accelerate the creation of your users, you can import the list of Windows domain users.
Importing Active Directory users and computers
- To import from a different source than Active Directory, please refer to this article about DataImporterApp.
Import users and computers from a source other than Active Directory
Edit2 - Assign required rights to the assignees (technicians)
Assignees are the Octopus users taking actions on requests submitted by end users to restore their service.
Il is very important to give them the required rights, according to their role.
These rights can be accessed through the User module, beneath the Permissions tab.
See the page
Octopus user accounts.
- To be able to submit a request through the web portal, all users will need to have the field "Windows username" in their user file completed. This username will be the one to use on the web portal.
Edit3 - Specify the network share that will contain all attached files
The requests and CI's attached files are all kept on your network.
You need to specify the network folder that will contain all files.
The configuration option is accessible through the menu
Tools >
Options, in the
Important General Options section.
Edit4 - Modify the address of origin for all email sent by Octopus application
This can be done easily. Beneath the menu
Tools >
Options, in the
Email options section.
Edit5 - Request creation
When a user calls to create a new incident or a service request, your first step will be to press F3 to proceed to the user search.
The next step, the F4 key will open a window for the request creation.
Edit6 - FAQ
Click hereto view the frequently asked questions.
Edit7 - Glossary and shortcut keys
Click on these links to view the
glossary and
shortcut keysIf you have any questions, do not hesitate to
contact us.