1. © 2004 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice SISP Training Documentation Template Management and Usage (SISP release 6.1)

2. November 2005SISP release 6.12 Purpose Provide training documentation on the various SISP template types and their usage. Training audience: Experienced SISP users (“SISP Experts”). Detailed, in-depth training documents covering all of the SISP features and capabilities are available at http://sisp.bbn.hp.comhttp://sisp.bbn.hp.com(inside HP firewall) http://www.sisp.hp.comhttp://www.sisp.hp.com(outside HP firewall) under → instructions → training documentation.

3. November 2005SISP release 6.13 Table of contents  Overview Overview  Template creation Template creation  Template search Template search  Template assignment Template assignment  Template management Template management

4. Templates overview

5. November 2005SISP release 6.15 Templates – purpose Provide easy storage of and access to frequently used configurations Facilitate the creation of SISPs with similar layout Template types: −SISP Template: Order specific; contains all configuration information entered in the configuration tabs on order and item level, including attachments −Modular Template: Not order specific; contains configuration parameters stored for a single configuration tab −Super Template (new): Set of modular templates linked together Template archives: −user’s personal template archive −general templates (“HP Best Practice”): contain HP recommended values managed by HP template administrators; visible to all users Any files attached to a template carrying order number specific information should be updated before activating the SISP.

6. November 2005SISP release 6.16 Template creation SISP Template: save a complete SISP as template  by selecting “Save as Template” from the left hand navigation menu Modular Template: save the parameters for a specific configuration tab  by selecting “Save as modular template” from the respective page  by creating the template from scratch on the “template management” page Super Template: link modular templates together  by creating the template on the “template management” page

7. November 2005SISP release 6.17 Using templates Manual template selection – SISP Express  Select a super template and assign all Customer Intent data with a single click Manual template selection – SISP Expert Mode −SISP Template (entire SISP)  Select “Copy from template” in the navigation menu and check a template out of the result list. −Modular/Super Template  Use “Assign Template” to assign modular/super templates to specific configuration tabs on order or item level. Automatic template selection −Create SISP automatically based on predefined criteria (service product number, feature code) and pre-select modular templates  Service product number and feature code must be setup  Modular template needs to be associated to product number and feature code  Modular template needs to be flagged as “automatic” by a template administrator

8. November 2005SISP release 6.18 Modular templates – Concept Store configuration information of a specific configuration tab  Configuration Template:stores parameters entered on a specific configuration tab Can be associated to additional information in an attached document  Attachment Only Template:uses file attachment to store customer intent information (e.g. rack drawing) Creation of modular templates −Based on the current SISP by saving the current configuration tab into a template −From scratch by entering the configuration information on the configuration page and/or attaching a document with information −By copying an existing template (own or from other users) −By copying a Super Template from another user: modular user templates are automatically copied into own template archive Modular Templates can be shared within pre-defined user groups −Grant access to other users to use, copy, modify or delete your templates

9. November 2005SISP release 6.19 user group 1user group 2 enter your templates user store your templates in the database grant access to group 2 only grant access to all groups grant access to group 1 only Modular templates – User Concept Store your preferred configuration data in a template Share your templates with other users Use your templates to easily define your configuration for a given order Use your templates to automatically create the configuration of a given order  allow template to be used for automatic pre-population

10. November 2005SISP release 6.110 Modular templates: Identifiers Name (mandatory): Give your template a name you can easily remember. Note: Different template modules (e.g. scope rack, cabling) can use the same name. Module (mandatory): Configuration tab/scope this template belongs to, e.g. network. Product No + #(Option) (optional): Additional parameters. Can be used in the “Search” functionality. Mandatory entry if a template shall be used for “automatic” SISP creation. The final activation of a template for automatic use can only be performed by a template administrator. Comment (optional): Recommended to provide more information about the content as name field is limited. Give access to (optional): By default access to a template is limited to the creator, but you can grant access to other members of a group you belong to, or to all your groups User Groups are set up by a SISP adminstrator upon request.

11. November 2005SISP release 6.111 Super templates – Concept I Link modular templates together Allow for fast assignment of a set of configuration information (set of modular templates) with a single click Creation of super templates −From scratch by linking modular templates to the super template −By copying an existing template (own or from other users) Super templates can be shared within pre-defined user groups −Grant access to other users to use, copy, modify or delete your templates Notes: −A user can only link his/her own modular templates to a super template; other users’ modules need to be copied. −Only one modular template per scope allowed (e.g. 1 rack, 1 cabling etc). −Super templates only reference data; configuration information still needs to be modified in module itself

12. November 2005SISP release 6.112 create your template Super templates – Concept II Start creating a new super template or modify an existing one Use your super template to define your configuration for a given order with “one click” Link modular templates to the super template Modular Templates own templates other users’ templates “Best Practice” copy template Super Template Asset Kernel LVM other scope

13. November 2005SISP release 6.113 Super templates: Identifiers Name (mandatory): Give your template a name you can easily remember. Note: A super template can use the same name as a modular template. Product No + #(Option) (optional): Additional parameters. Can be used in the “Search” functionality. Comment (optional): Recommended to provide more information about the content as name field is limited. Give access to (optional): By default access to a template is limited to the creator, but you can grant access to other members of a group you belong to, or to all your groups. User Groups are set up by a SISP adminstrator upon request.

14. Template creation

15. November 2005SISP release 6.115 Template creation Complete SISP Create a SISP Template 1.Open SISP or use your current SISP 2.Enter or modify configuration parameters as required 3.Select “Save as template” from left hand navigation menu 4.Enter name for template 5.Select “Proceed” to save the template Note: no blanks allowed in template name

16. November 2005SISP release 6.116 Template creation Modular template I Create a modular template from an existing SISP 1.Open SISP or use your current SISP 2.Enter or modify configuration parameters as required 3.Select “Save as template” on the configuration page 4.Enter template identifiers (required: Name) 5.Select “Save” to save your template and return to the last configuration page

17. November 2005SISP release 6.117 Template creation Modular template II Create a modular template from scratch 1.Select “Create modular template” from left hand navigation menu 2.Enter template identifiers and select a configuration tab (“module”) from the pull-down menu 3.Select “Content” to open the respective configuration screen 4.Enter configuration parameters as required 5.Select “Save & Close” on the navigation menu

18. November 2005SISP release 6.118 Template creation Modular template – attachments Attach a file to a modular template 1.Select “Attachments” from the navigation panel or get directly to the attachments page for “attachment only” templates 2.Upload the file from a local or networked file system 3.Select “Save & Close” from the navigation menu

19. November 2005SISP release 6.119 Template creation Super template I Create a super template 1.Select “Create super template” from left hand navigation menu 2.Enter template identifiers and select “Content” to edit the super template 3.Select modular templates to be linked to the super template Notes: Pull-down menus are already pre-set with “HP Best Practice” and “User Templates” Refine content of the pull-down menus using different filter criteria (next page)

20. November 2005SISP release 6.120 Template creation Super template II Refine menu content 1.“Assign Selected Modules” to link the modular templates to the super template 2.Refine your search and link additional modular templates as necessary 3.Press “Save Super Template” to store the super template in the database (1) (3) (2)

21. Template search

22. November 2005SISP release 6.122 Template search Search parameters – modular templates Name Search for template name; wildcard (*) allowed Product No + Option Search for product number/option; wildcard (*) allowed Dates Search for templates created or modified in a specific date range Automatic Pre-Population Search for templates flagged for automatic SISP creation Modules Search for all modules or selected scopes Owner −HP Best Practice: include general templates with HP recommended values −my templates: search your templates only −my group: search your templates and those of your groups for which you were granted access −other user (feature for internal users only): enter the login name of a user to search his/her templates

23. November 2005SISP release 6.123 Template search Search results – modular templates Two sections in results list: −HP Best Practice: templates with HP recommended values −User defined templates: templates belonging to SISP users Available actions: −Review: show template content −Modify*: change template identifiers and/or configuration parameters −Delete*: remove template from the repository −Copy: create a copy *) user defined templates only

24. November 2005SISP release 6.124 Template search Search parameters – super templates Name Search for template name; wildcard (*) allowed Product No + Option Search for product number/option; wildcard (*) allowed Dates Search for templates created or modified in a specific date range Owner −HP Best Practice: include general templates with HP recommended values −my templates: search your templates only −my group: search your templates and those of your groups for which you were granted access −other user (feature for internal users only): enter the login name of a user to search his/her templates

25. November 2005SISP release 6.125 Template search Search results – Super Templates Two sections in results list: −HP Best Practice: templates with HP recommended values −User defined templates: templates belonging to SISP users Available actions: −Review: show template content −Modify*: change template identifiers and/or configuration parameters −Delete*: remove template from the repository −Copy: create a copy *) user defined templates only

26. Template assignment

27. November 2005SISP release 6.127 Template Assignment SISP template Select “Copy from Template” from left hand navigation menu Select template out of the results list −Section 1: HP general templates −Section 2: User defined templates Press “Proceed” and enter order number or quote number to copy template content to the order. Note: It might be necessary to adjust your SISP to the order structure

28. November 2005SISP release 6.128 Template Assignment Main page  Open SISP by selecting “New/Open” from the left hand navigation menu  Go to “SISP Expert Mode” (1) and select “Template Assignment” (2)  On the Start page (3) select those SISP items to be assigned templates  Select “Assign Super Template” to assign a set of modular templates linked together into a super template  Select “Assign Modular Template” to assign individual modular templates to the SISP Note: The next page will be displayed based on the template type. It is possible to switch between “Assign Super Template” and “Assign modular template. (1) (2) (3)

29. November 2005SISP release 6.129 Template Assignment Super templates I The “Super Template Assignment” page shows a summary of all possible configuration tabs on order and item level based on order content 1.Define search parameters and retrieve the templates from the template archive by selecting “Populate Pull- Down Menus” (menus are already populated with “HP Best Practice” and user templates) 2.Select templates as necessary Redo steps 1 and 2 for different search parameters

30. November 2005SISP release 6.130 Template Assignment Super templates II The overview shows whether the configuration −is still not specified yet  empty or “attachment only scope” −has been entered manually  manually filled −is based on a template  template name and owner Using the checkboxes for each module you can −Reset data if no modular template linked to this scope −Keep the assigned modular template −Select the linked modular template Manually filled modules will be changed when a template is assigned.

31. November 2005SISP release 6.131 Template Assignment Super templates III If a modular template was removed from the repository but is still referenced by a super template the data stored with the related scope will be reset. “Reset All” will clear any template content from the SISP; manually filled data will be kept. “Apply Selection” will copy the data into the corresponding configuration pages Special note on rack templates: The content of the rack tab will be overwritten by the content of a rack template.

32. November 2005SISP release 6.132 Template Assignment Modular templates I The “Manual Template Assignment” page shows a summary of all possible configuration tabs on order and item level based on order content 1.Define search parameters and retrieve the templates from the template archive by selecting “Populate Pull- Down Menus” 2.Select templates as necessary and apply them with “Use Selected Templates in SISP” Redo steps 1 and 2 for different search parameters Note: Selections will be applied to the SISP on leaving the page or starting a new action on the navigation menu.

33. November 2005SISP release 6.133 Template Assignment Modular templates II  The overview shows whether the configuration is not specified yet  empty has been entered manually  manually filled is based on a template  template name and owner  For each configuration scope you can remove the template  select “none” keep the assigned template,  select “keep assigned template” assign a template  select from the pull down menu  “Reset All” will clear any template content from the SISP  Manually filled configuration scopes will be changed when a template is assigned.

34. Template management

35. November 2005SISP release 6.135 Template Management Review modular template Review opens a new window with a summary of the template: −Template identifiers −Template configuration −Template history (see SISP review)

36. November 2005SISP release 6.136 Template Management Review super template Review opens a new window with a summary of the template: −Template identifiers −Template configuration ( list of linked modular templates) −Content information for each linked modular template −Template history (see SISP review)

37. November 2005SISP release 6.137 Template Management Copy modular template Copy template from another user:  Make an exact copy  optionally change template name and/or content Note: access defaults to “myself” Copy template out of your template archive:  New template name required

38. November 2005SISP release 6.138 Template Management Modify modular template Allows modification of −Product No and Option value −Access rights −Comment text −Configuration parameters (select “Content”) If template is flagged for automatic pre-population of SISPs, a user cannot change parameters before removing the automatic flag.

39. November 2005SISP release 6.139 Template Management Delete template Modular/Super templates −Select “delete” for entry in search results list −Note: Due to the group concept, users may delete templates of their groups, even if they do not own them! SISP Templates: −Select “Delete Template” from the left hand navigation menu −Check the templates to be deleted out of the result list