What’s new in Ivanti HEAT Neurons for ITSM/ITAM 2023.1?

With the Cherwell convergence (or as I call it, the return of the prodigal son) there are some very exciting features coming up in the 2023.1 Ivanti Neurons for ITSM/ITAM release, however experience dictates that it will take a few months to flush out the gremlins.

  • Visual Graphic Action Designer
  • Trusted Agent (Windows)
  • Webhooks (Insert)
  • Advanced Monitors Updates (alphanumeric ID, group business objects)
  • Simplified Expression Editor
  • Stored Prompts Enhancements
  • ITAM: Consumable Enhancements (assigned to financial owner or user)
  • Microsoft Teams Integration Enhancements
  • Other Feature Updates
    • Responsive Analyst improvements
    • Responsive Analyst fixes for localization
    • Analytic Metrics – label and percent options for Pie/doughnut chart
    • Self Service Chat Timeout removed from chat configuration workspace; analyst timeout is set to application timeout by default
    • Localization Workbench (BETA)
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What are ITSM, ITIL, and Ivanti?

Creating a successful and efficient IT service management (ITSM) model is key to any modern business.

ITSM began with the Information Technology Infrastructure Library (ITIL), which provides best practice guidance and an extensive set of processes and policies for improving IT service delivery and customer satisfaction.

However, there have been many advances in ITSM since the emergence of ITIL. Ivanti is one of the leading ITSM solutions that has been popular not just in recent years, but for almost 3 decades. Bendata brought us HEAT (Helpdesk Expert Automation Tool) with it’s Call Logging application for DOS and then HEAT for Windows. Later on the company went through name changes from Bendata to HEAT Software, and finally Frontrange Solutions (FRS), plus there was a spin-off company, Cherwell, before finally both were acquired by Ivanti, bringing us Ivanti Neurons for ITSM (formerly Ivanti Service Manager).

Ivanti integrates multiple best-in-class tools into a single unified platform and allows organizations to customize the tools to meet their specific business needs. With Ivanti, organizations can reduce their total cost of ownership, simplify IT service management processes, and reduce manual effort. This platform also helps organizations better manage their IT assets and more efficiently manage their IT service delivery processes. Ivanti also provides a secure, compliant environment for storing sensitive data and provides built-in reporting tools to easily track IT performance goals.

In summary, Ivanti is an innovative ITSM solution that can help organizations to improve the quality of their IT services, reduce operational costs, and maximize operational efficiency. It is the perfect solution for organizations looking to optimized IT service delivery and ensure customer satisfaction.

Next time you’re considering an Ivanti Consultant or Developer, it’s helpful to remember the history as there are too many junior Ivanti Developers/Consultants/Project Managers that give themselves the title “senior” with only a few years experience and only a few implementations. Even 15+ year veterans are often junior. How do I know this? After 100+ Ivanti Implementations and consulting and developing for over 27+ years with Ivanti/Frontrange/HEAT around the world, I have encountered too many “senior” consultants/developers that just don’t measure up to what you’d expect. So if you’re serious about getting the most out of your Ivanti Implementations be sure to talk to me first.

Ivanti HEAT Neurons ITSM ITAM HTML Word Email Notifications UK EU Australia Canada

Why you shouldn’t use Word for HTML

It’s tempting to use Word for HTML. After all it’s easy to use Word, even easier to copy and paste into word and make formatting changes.

However the downfall is that Word adds a lot of redundant HTML code which is not only irrelevant and difficult to follow but it may be completely unreadable and not work on your web page, HTML viewers, or with Ivanti Email Notifications. In other words, it won’t be WYSIWYG (What you see is what you get).

You will want to use a WYSIWYG HTML editor such as Brackets and clean up your HTML if you’re using word as the source with https://wordhtml.com/

Ivanti HEAT Neurons ITSM ITAM HTML Word Email Notifications UK EU Australia Canada

Email Notification Localization

Presently HTML and Text fields can be localized so it is possible to create HTML content in multiple languages but that content can’t be used in notifications and the email quick action html editor also does not allow localization.

Using Local() function with email notifications will always default to English.

There are many multi-lingual companies now that have to work around this with multiple language fields and business rules to check the user’s language.

That is quite cumbersome and a better solution would be to:

  1. Enable localization for Email Quick Actions. Subject and Body
  2. Enhance the Local function with a “locale” identifier so that localized fields/html can be referenced in email quick actions. For example, local(“This is a test”,”de-DE”) or local (NotesBody,[FrsCompositeContractContact#.IncidentAssociatedCustomer]ContactLanguage)

Please vote for this Enhancement Request for Localized Email Quick Actions #Ivanti #Neurons #ITSM #IvantiServiceManager #HEAT #Localization #QuickAction #Email #EnhancementRequest

https://ivantiideas.uservoice.com/forums/904372-ivanti-neurons-for-itsm/suggestions/46231132-localized-email-quick-actions

Tip: How to hide unwanted Saved Searches quickly and effectively

Without fail almost every customer, in every part of the word, UK, EU, Australia, Canada, US is annoyed with the overwhelming number of Saved Searches, especially for the main business objects like Incident, Service Request.

It’s great that the system has so many OOTB saved searches, but what if you don’t use some features, like Chat for example.

How do you quickly and easily hide (not and never remove) saved searches?

First off, unfavorite. Secondly use the Admin console and set the “Hide Expression” to $(GetGlobal(“ChatEnabled”)!=True)

Global Constants are great for hiding / showing items as you need to. After all you don’t want to re-create saved searches or change all of them again if you can just set the Global Constant.

PS: Why use !=True? If you don’t know, then maybe you’d like some one-on-one coaching 🙂

Seeking API Developer

Seeking Ivanti (HEAT) Neurons API Developer

MUST HAVE SKILLS

  • API Development Experience Ivanti Service Manager (Powered by HEAT) aka Ivanti Neurons for ITSM
  • Attention to detail
  • Self Starter
  • Excellent Communication Skills

NICE TO HAVE SKILLS

  • Configuration of Ivanti Service Manager and Ivanti Asset Manager as per Solution Design Specifications
  • Good understanding of Incident Management, Configuration/Asset Management, CMDB, Business Rules, Workflows, Service Requests, Request Offerings
  • API Development with AAD, DialPad

Apply Here

Email Listener – Inbox Configuration – Advanced Monitoring

For those long-time HEAT ISM clients and also new Ivanti Neurons for ITSM clients that are using the email listener to create incidents/service requests/events/etc from incoming emails, there is a new email processor available.

Ivanti Service Manager HEAT Neurons for ITSM email listener advanced monitoring

Advanced Monitoring

Simply put advanced monitoring allows you to add some conditions (think filters) and resulting actions based on those conditions.

Ivanti Service Manager HEAT Neurons for ITSM email listener advanced monitoring

Q&A: Separate Ivanti Service Manager (ISM) instance for AP ticketing?

This is a question from a client in Canada.

Q: If needed are we able to create a separate instance for AP Ticketing?

So by “Ticketing” the Service Desk Manager is referring to incident management and service requests that Accounts Payable is currently handling with eMail and want to replace with Ivanti Service Manager which is already used by their IT Service Desk.

Funny enough I had a similar question from a client in the UK that wants to onboard other divisions and groups using email and other systems in Asia.

A. You could but a better way would be to configure your existing tenant (instance) with a new role specific for AP with record level access rights for AP to have access to only their “tickets” and no access to IT and vice versa. You can also customize the Self Service portal with “extended roles” so that Vendors and AP Customers have a Self Service portal separate from the IT Self Service portal.

In other words, if you have a big enough property and house, then why buy another property and house when you can turn your house into a duplex or multi-family dwelling by adding entrances, dividing walls, and restricting access with joining doors and common areas. Think HR, HSE, Supply Chain, Sales, Marketing, etc.

More on this topic here on my podcast:

Question from an ITSM client regarding their Ivanti Service Manager tenant: If needed, are we able to create a separate instance for the AP ticketing?
  1. Q & A. Separate Ivanti Service Manager (ISM) instance for AP?
  2. Do you really need a Project Manager for your Ivanti Neurons for ITSM/ITAM Implementation?
  3. What makes a great Ivanti HEAT Neurons Administrator/Developer/Consultant?
  4. Ivanti Developer or Consultant?
  5. Is Ivanti a Professional Services Provider?
Ivanti 2022.2 What's New Release Service Manager Neurons for ITSM ITAM Asset Manager UK EU Australia Canada Latest Solutions

What’s new in 2022.2 for Ivanti Neurons for ITSM/ITAM

  • Low Code – No Code (Codeless Configuration)
    • Stored Expressions
    • User Specific Stored Values (Beta)
    • Variables (Beta)
  • UI Enhancements
    • Flex Control: New URL
    • Attachment Viewer (for most file types)
    • Attachment Size Limits Global Constant
    • Request Offering List Control Enhancement:  Select All Option
    • System Level Global Constants Names/Data Types are now read-only
    • User friendly error messages for Service Requests
Ivanti Neurons for ITSM 2022.2 Release Schedule Latest Solutions Ivanti Service Manager HEAT

Ivanti Project Manager Management Neurons ITSM ITAM HEAT Service Manager UK EU Australia APAC Singapore

Do you really need a Project Manager for your Ivanti Neurons for ITSM/ITAM Implementation?

Short Answer is NO, you don’t need a project manager. In fact, one of the most common mistakes made by companies implementing Ivanti Neurons for ITSM/ITAM aka Ivanti Service Manager (HEAT) is to assign a Project Manager.

Don’t get me wrong, there are many great project managers out there and there is a need to project manage many hardware type of implementations and large scale software development projects. For Ivanti HEAT Neurons ITSM however, one of the biggest mistakes you can make is assigning a Project Manager.

Do you really need a Project Manager for your Ivanti Neurons for ITSM/ITAM Implementation? Independent ITSM Podcast covering Ivanti Service Manager ISM HEAT Latest Solutions & Best Practices

Short Answer is NO, you don't need a project manager. In fact, one of the most common mistakes made by companies implementing Ivanti Neurons for ITSM/ITAM aka Ivanti Service Manager (HEAT) is to assign a Project Manager. https://ivantiservicemanagerconsultant.wordpress.com/?p=2425 Don't get me wrong, there are many great project managers out there and there is a need for project manage for many hardware type of implementations and large scale software development.  For Ivanti HEAT Neurons ITSM however, one of the biggest mistakes you can make is assigning a Project Manager. From 26+ years Ivanti HEAT ITSM Implementation experience and 100+ Ivanti HEAT Neurons implementations globally for Fortune 500 and Global 500 companies in the UK, EU, Australia, New Zealand, APAC, Asia, Canada, and the USA, I can tell you without a doubt that less is more, and 99% of the time, project managers are not needed and typically get in the way of getting things done.

Why are Project Managers NOT needed? Ivanti Projects require subject matter experts with years of Ivanti experience and competence. We’re talking Ivanti Service Manager, HEAT ITSM, not Project Management. We’re talking the kind of skills & competence a seasoned Ivanti HEAT Developer and Consultant has with at least 15 years Ivanti Implementation, Consulting & Development experience and at least 50 Ivanti Implementations as a lead, not a project manager, not assisting. It’s not unlike seeking medical advice from a professional. If you go to your local doctor, they’ll want to do tests or prescribe medication. If you go to a surgeon, they’ll want to cut you open. In other words, people tend to stick to what they know, what they were taught. Project Managers by nature are all about Scheduling, Status Calls, Status Updates, Targets, etc. Ivanti Architects/Consultants/Developers/Freelancers should be about results and getting things done. Without any red tape, back-seat drivers, or micro (project) managers. Lets face it, when you go to your doctor, there is no project manager needed either. Why? Because when you’re dealing with a professional, they don’t need baby-sitting. Sounds blunt? Well it is what it is. There are far too many projects that take 2 to 3 times as long due to the project management overhead that wants to talk about what’s being done without really helping the effort.

Project Managers are NOT subject matter experts

This is the biggest problem is that project managers want to act like subject matter experts when they simply are not. The old saying, a little bit of knowledge can be dangerous, is so true here. Especially when things get technical. Project managers have a tendency to want to make decisions or answer subject matter related questions. It’s not unlike going to the doctors office and the receptionist who manages bookings wants to give you medical advice… RUN!

When do you need a project manager? The only time you arguably could benefit from a project manager is when there are tasks that are outside of the technical scope of the Ivanti HEAT Neurons Implementation. Such as communications, end-user training, scheduling of resources, deciding on org structure and ticket routing/business processes, SOPs. And even that is better taken care of by the decision maker, which typically is the Service Desk Manager or IT Department Manager.

What if you have a large Ivanti Development Team? Arguably this could be an exception as well. If there are more than 5 Ivanti Developers or you are managing multiple Global Production Tenants, then there will be a need to coordinate & plan. But the better question would be..

  1. Why is there such a large team in the first place?
    Most truly senior Ivanti Developers/Consultants/Architects can do the work of 5 junior developers.
  2. Why doesn’t the most senior Ivanti Architect take charge and manage the project?
  3. Why doesn’t the project owner, service desk manager, or IT Department manager oversee the project instead?
  4. If you’re working with a business partner or Ivanti, why isn’t the assigned consultant senior enough to manage the big picture?

From 26+ years Ivanti HEAT ITSM Implementation experience and 100+ Ivanti HEAT Neurons implementations globally for Fortune 500 and Global 500 companies in the UK, EU, Australia, New Zealand, APAC, Asia, Canada, and the USA, I can tell you without a doubt that less is more, and 99% of the time, project managers are not needed and typically get in the way of getting things done.

The road to hell is paved with good intentions, including project managers with 10 years experience wanting to learn more about Ivanti and just not getting simple basic concepts or trying to take part in the decision making process with their limited Ivanti knowledge that they of course perceive different. Ultimately it should be the Project Decision Maker that drives the project and works closely with the Ivanti Architect.

When you want to get things done, you go to an Ivanti expert with hands-on-roll-up-your-sleeves-in-the-field experience. A professional Ivanti Architect or Consultant that can manage your project.

Are you getting the most from your Ivanti resources?
You are NOT. Not until you talk to me. Guaranteed!