SMAX310 – SMAX 2021.x Essentials for Tenant Administrators

Course code: SMAX310

This course covers how a tenant administrator will use Service Management Automation X (SMAX) to perform a variety of management tasks that range from data management, and people management, to designing the applications and its workflows. SMAX is a new suite designed to simplify the way businesses manage their IT services and assets. It uses the Information Technology Infrastructure Library (ITIL)-compliant IT processes with embedded machine learning and contextual analytics.
You are a tenant administrator who wants to perform all administrative tasks in service management for setting up a new process-based book order application from creating custom record types with forms, fields, business rules, processes, notifications, and workflows to defining custom actions and predefined lists. You also want to design and administer the look and feel of the service portal and are interested in customizing the default application settings, settings for a smart ticket, and search with an automatic routing solution. You also want to manage access to different parts of the application, and locations, and provide different groupings of a record for classification. You want to manage configuration data across tenants and view sample data. From creating, importing, managing, designing, administering, customizing, and analyzing these administrative operations, you will learn how SMAX helps in this and future situations. You have not used SMAX before.
This course is applicable for SMAX 2021.02, 2021.05, and 2021.11 versions. The slides and student guides are of the 2019.05 version but are still compatible with the 2021 lab, and the lab guide is for the 2021.11 version of SMAX.

3 860 EUR

4 671 EUR including VAT

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Course dates
Course description
Target group
Course structure
Prerequisites

Course dates

Starting date: Upon request

Type: In-person/Virtual

Course duration: 5 days

Language: en/cz

Price without VAT: 3 860 EUR

	Starting date	Place	Type	Course duration	Language	Price without VAT
	Upon request		In-person/Virtual	5 days	en/cz	3 860 EUR	Register
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Course description

Upon successful completion of this course, you should be able to:

Describe studio features
Create a custom field and add it to the record type
Add a Calculated field
Custom field onto required forms
Create a phase and transition rules
Create Business rules
Create Notifications and brand it
Build an Approval Definition
Import and Export Data
Import translations
Configure Custom Action and manage Service Level Targets
Create a custom Application and Record Type
Create a List
Create a Custom Theme and describe the Basic Settings
Design Category Tiles
Configure additional display settings
Manage Portal Feature settings
Customize Application settings
Create a Smart Ticket task
Customize Smart Search Settings
Create a Routing Definition
Edit a user record
Create a contact record
Create a New User Group
Create a Role and update Permissions
Manage Locations
Create a Category and Sub Category

Target group

This course is intended for Tenant Administrators.

Course structure

Lesson 1: Course Overview

Introduce the course overview, agenda, and logistics
List the available SMAX courses
Launch the Digital Learning course
Access the lab environment

Lesson 2: Records Management –
Studio Capability

Explain the administrative operations
Navigate to the studio area
Explore the different studio features
Explain different types of fields and form
Configure fields and forms
Manage processes and business rules of a particular record type
Explain email notifications
Brand the notifications as required

Lesson 3: Additional Studio
Capabilities

Understand governance approvals
Build an approval definition
Manage to import data of different record types
Manage to export data from different record types
Understand about localization
Export a record type data, translate the required values into a language of your choice
Import the translations
Configure custom actions
Manage Service Level target settings
Create custom applications and record type
Explain the different types of list
Create a list