Request a vRealize® Virtual Machine in the CSM Desktop Client

Use the Incident Form to request a vRealize® virtual machine in the CSM Desktop Client.

To log an External Customer Service Incident in the CSM Desktop Client:

1. Log into CSM.
2. In the CSM Desktop Client toolbar, click New>New Incident.

   A new Incident record opens.

3. Record the basic details (Who, What, How):
   1. Requestor (in the Quick Info Tile): Provide the name of the Customer who initiated the contact, and then press ENTER or TAB to search for the Customer Record.
   2. Title: Provide a title for the Incident (ex: .
   3. Description: Provide a detailed description for the Incident.
   4. Call Source: Select a source for the initiation.

      

4. Classify the Incident:
   1. Service: Select Cloud Services from the drop-down.
   2. Category: Select Virtual Machines (VM) from the drop-down.
   3. Subcategory: Select Request VM from the drop-down.

      

   4. Priority: Click the Priority drop-down to reveal the Priority Matrix (determined by invoked SLA), and then click a priority number.
5. Complete the Request Virtual Macine Specifics Form.
   The VM Machine Type drop-down values are based on the Security settings on the VM Purpose form (Blueprint available to the following Departments field). The default values are automatically imported from vRealize®, but can be manually edited if necessary.

   

   If an Approval is defined, saving the record after completing the Specifics Form initiates the process. For more information, see Add vRealize® Form Control to the Incident Subcategory Form and Define Approval Process for vRealize®.

6. Complete the Incident logging process.
7. After the VM request is fulfilled, request a second day action:
   1. In the I Want To section, select a second day action from the Request Action for this VM drop-down.
   2. Click the Run Action button.