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Batch Linking for Lifecycle Catalog

Objectives

Batch Linking for Lifecycle Catalog aims to help you become more efficient in automatically updating the life cycle and the end-of-support information for your IT Components. Batch Linking can help you achieve that by allowing you to do rapid actions on the Lifecycle Catalog page for all your IT Components that are listed in your Inventory. Some of the key features of Batch Linking are:

1

Linking to Lifecycle Catalog: quickly link your Fact Sheet to the Catalog in one place

2

Report Missing data: directly report missing data from the Catalog panel

3

Mark as Ignored: ignore linkage for desired Fact Sheet, depends on your needs

Batch Linking provides intelligent recommendations for best-matching references for your IT Component Fact Sheets that are not linked yet to the Lifecycle Catalog. This also allows you to manage your missing data requests directly in one place.

Start using Batch Linking feature

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Information

The Batch Linking Functionality needs enablement and workspace provisioning, please get in touch with your CSMs to get started.

You can start using Batch Linking by:

1

Open “Lifecycle Catalog” from the Inventory page

2

Then you can see a quick overview of major details of the customer fact sheet, organized into tabs, by Catalog Status

3

Counts of IT Component fact sheets in each tab

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Information

Any facet filters applied in Inventory will be applied to the Batch linking page

Overview Tab

The first tab that you can see in the Lifecycle Catalog is the Overview tab, here you can see the summary of all IT Components filtered from your Inventory. This allows you to quickly see an overview of the Fact Sheet from your workspace and details dependent on Catalog Status

Overview TabOverview Tab

Overview Tab

Recommendations Tab

In the Recommendations tab you can get:

1

All IT Component fact sheets, as filtered from Inventory, where Catalog Status is unlinked

2

A quick overview of major details of the customer fact sheet and corresponding recommendation provided, on expanding each row

3

You can click on the Search bar to see alternate recommendations/search for a new query word

You can perform certain actions directly from the Recommendations tab, like:

1

Link to Recommended Fact Sheet or alternate selected Fact Sheet

2

Report Missing

3

Preview selected Fact Sheet

4

Ignore selected Fact Sheet

Missing Request Tab

In the Missing Request tab, you can see all the IT Component Fact Sheets, as filtered from Inventory, where the information from the Catalog Status is Missing. You can also see a quick overview of the Fact Sheet from where the request was raised.
Here is a brief overview of the Request Status:

1

Request Status

2

Requestor Details

3

Timestamp, when the request was raised

4

Request details as filled in form

This also allows you to have the option to update the request.

Ignored Fact Sheets Tab

In the Ignored Fact Sheets tab you can see all IT Component Fact Sheets, as filtered from Inventory, where Catalog Status is Ignored. You can also see a quick overview of the Fact Sheet where it is marked Ignored. With this, you have the option to search recommendations and link/preview a selected Fact Sheet. You also have the option to report a Fact Sheet as “Missing”.

When to "Ignore"?

You can use the Ignore feature when:

1

You want to break the Lifecycle Catalog linking. "Ignore" is equivalent to breaking the Lifecycle Catalog link.

2

You want to intentionally remove the information from the Catalog Status. Fact Sheets can be marked as ignored if it is proprietary products that you do NOT expect the Catalog to have the information about the product.

3

You want to overwrite the lifecylce information. By linking a Fact Sheet to Lifecycle Catalog, you immediately get the information of its lifecycle. With this information, by ignoring it, you can now overwrite info from Lifecycle Catalog like lifecycle dates, etc. By overwriting your own lifecycle data, you can get your dates in reports and not vendor dates.

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Warning

Continuous updates from Lifecycle Catalog will not flow through to your fact sheet from Lifecycle Catalog.

Linked Fact Sheets Tab

In the Linked Fact Sheets tab, you can see all IT Component Fact Sheets, as filtered from Inventory, where Catalog Status is Linked. You also see a quick overview of the Fact Sheet where it is linked and the corresponding Component on the Catalog.

You can perform certain actions directly from Linked Fact Sheets Tab, including:

1

Search recommedations and Change link to alternate selected Fact Sheet

2

Report Missing

3

Preview selected Fact Sheet

4

Ignore selected Fact Sheet

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Information

Refresh button (or) switching tabs, after an action is performed, moves IT Component fact sheets to the right tab

Updated 18 days ago

Batch Linking for Lifecycle Catalog


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