Setting-up the Dex Score feature for existing users
Role: Administrator.
Minimum Version: IvantiNeurons for ITSM 2023.2.
Prerequisite: ITSM should be integrated with Ivanti Neurons.
Software Requirements: SQL Server 2016 and above with compatability level 130.
New users: The Dex Score setup explained in this topic is available by default for fresh installation of ITSM. However, complete the following steps:
•First step - Enable the Global Constant in the ITSM Configuration console.
•Second step - Raise a Service Ticket to Ivanti Operations to configure the Dex Score feature in Config DB.
•Lastly, Import users along with devices from Neurons. See, Importing users along with devices.
Existing users: Along with completing steps described for new users, you need to setup the Dex Score in Employee and Incident Business Object.
•First step - Setup the Dex Score in the Employee and Incident Business Object described in this topic.
•Second step - Enable the Global Constant in the ITSM Configuration console.
•Third step - Raise a Service Ticket to Ivanti Operations to configure the Dex Score feature in Config DB.
•Lastly, Import users along with devices from Neurons. See, Importing users along with devices.
This feature is not available for ITSM On-premise customers.
Setting up the Dex Score
Add a Dex Score field to the Employee form view and list
1.From the Configuration console, navigate to Build > Business Objects.
2.Open the Employee Business Object.
Configuring the Employee Form:
1. From the Employee Business Object, click Forms.
2.Select the form used for the Employee Business Object. For example, select the Profile.Employee for the Admin role and Profile.Employee.AM.Employee.Administrator for Asset Admin role.
3.Expand the Employee section from the left panel and select Fields.
4.Drag and drop the Dex Score field into the third column of the header section.
The Dex Score field is created.
5.Clear the value in the Dex Score field.
6.Highlight the Dex Score you just dragged and dropped and configure the Control Properties as given below:
•Control Type: Read-only Text Field
•Field Name: Auto populated from the field you just dragged and dropped.
•Height: 0 em
•Label: Dex Score
•Label Pos: On the left
•Label Style Rule: RightAlign
•Style: Default
•Style Rule: Add the following and click Save:
$(if ToLowerCase(DexClass) == "red" then "RedBackgroundLabel" else if ToLowerCase(DexClass) == "green" then "GreenBackgroundLabel" else if ToLowerCase(DexClass) == "yellow" then "YellowBackgroundLabel" else "Default")
•Tab InDex: 0
•Visible Expression: Add the following and click Save:
$(DexScore > 0 && Boolean(GetGlobal("ImportUsersForDevices")))
•Width: 4 em
•Wrapping: Overflow
7.Configure Cell Properties as given below:
•Cell Layout: Vertical
•Cell Vertical Alignment: Middle
•Column Span: 2 columns
•Row Span: 1 row
•Section Break: False
8.Once complete, click Save.
Configuring the Employee List:
1.From the Employee Business Object, click Lists.
2.Select the List used for the Employee Business Object. For example, select the Profile.Employee.Header for the Admin role and Profile.Employee.Header.AM.Employee.Administrator for Asset Admin role.
3.Expand the Employee section from the left panel and click Fields.
4.Drag and drop the Dex Score into the middle pane.
5.Clear the value in the Dex Score field.
6.The Dex Score column is created. The column position here will be the same in Employee list view. You can reposition the column as needed.
7.Highlight the Dex Score you just dragged and dropped and configure the properties in the right pane as given below:
•Title: Dex Score
•Width: 100
•Sortable: Yes
•Hidden Expression: add the following in the Edit Expression dialog, then click Save:
$(!Boolean(GetGlobal("ImportUsersForDevices")))
8.Style: select Expression from the drop-down list and add the following expression in the Edit Expression dialog box, then click Save:
$(if ToLowerCase(DexClass) == "red" then "RedBackgroundLabel" else if ToLowerCase(DexClass) == "green" then "GreenBackgroundLabel" else if ToLowerCase(DexClass) == "yellow" then "YellowBackgroundLabel" else "Default")
9.Once complete, click Save.
Add a Dex Score field to the Incident form and list
1.From the Configuration console, click Build > Business Objects.
2.Open the Incident Business Object.
Configuring the Incident Form:
1.Click Forms, scroll down and select Incident.CustomerOwnershipForm.
2.Click Incident > Relationships > Frs_CompositeContract_Contact (IncidentAssociatedCustomer)> Fields from the left panel.
3.Drag and drop the Dex Score into the middle pane.
The Dex Score field is created in the Incident form.
4.Clear the value in the Dex Score field.
5.Highlight the Dex Score you just dragged and dropped and configure the Control Properties as given below:
•Control Type: Read-only Text Field
•Height: 0 em
•Label Pos: On the left
•Label Style Rule: RightAlign
•Style: Default
•Style Rule: Add the following and click Save:
$(if ToLowerCase([Frs_CompositeContract_Contact#.IncidentAssociatedCustomer]DexClass) == "red" then "RedBackgroundLabel" else if ToLowerCase([Frs_CompositeContract_Contact#.IncidentAssociatedCustomer]DexClass) == "green" then "GreenBackgroundLabel" else if ToLowerCase([Frs_CompositeContract_Contact#.IncidentAssociatedCustomer]DexClass ) == "yellow" then "YellowBackgroundLabel" else "Default")
•Visible Expression: Add the following and click Save:
$([Frs_CompositeContract_Contact#.IncidentAssociatedCustomer]DexScore > 0 && Boolean(GetGlobal("ImportUsersForDevices")))
•Width: 4 em
•Wrapping: Overflow
6.Configure the Cell Properties as shown below:
•Cell Layout: Vertical
•Cell Vertical Alignment: Top
•Column span: 1 column
•Margins: 5,0,0,0
•Row span: 1 row
•Section break: false
7.Once complete, click Save.
Configuring the Incident List:
1.From the Incident Business Object, click Lists, scroll down and select Incident.
2.From the left pane, click Incidents > Relationships > Frs_CompositeContract_Contact (IncidentAssociatedCustomer)> Fields.
3.Drag and drop Dex Score element into the middle pane.
The Dex Score column is created. The column position here will be the same position in the Incident list view. You can reposition the column if needed.
4.Clear the value in the Dex Score field.
5.Highlight the Dex Score you just dragged and dropped and configure the properties in the right pane as given below:
•Title: Dex Score
•Width: 100
•Sortable: Yes
•For Hidden Expression, add the following in the Edit Expression dialog, then click Save
$(!Boolean(GetGlobal("ImportUsersForDevices")))
•For Style, select Expression from the drop-down list, add the following in the Edit Expression dialog, then click Save:
$(if ToLowerCase([Frs_CompositeContract_Contact#.IncidentAssociatedCustomer]DexClass) == "red" then "RedBackgroundLabel" else if ToLowerCase([Frs_CompositeContract_Contact#.IncidentAssociatedCustomer]DexClass) == "green" then "GreenBackgroundLabel" else if ToLowerCase([Frs_CompositeContract_Contact#.IncidentAssociatedCustomer]DexClass ) == "yellow" then "YellowBackgroundLabel" else "Default")
6.Once complete, click Save.
Enable the Global Constant
1. From the Configuration console, navigate to Build > Global Constants.
2.Set the value of the ImportUsersForDevices Global Constant to True.
3.Click Save.
Related Topics:
Prioritizing Incidents using Dex Score