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© 2009 IBM Corporation
IBMLink Replacement of ETR withIBM Service Request (SR)
Christian Gilmore – STSM, Chief Architect for IBM Electronic Support08 August 2011
2 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Agenda
■ IBM Electronic Support Overview■ IBM Web Problem Reporting Strategy■ IBM Web Problem Reporting Landscape■ IBM Service Request (SR) Key Features■ IBM Service Request (SR) Walk-Through■ Key ETR Migration Concerns■ Live Demonstration and Q&A■ Further Information
IBM Presentation Template Full Version
3 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
IBM Electronic Support OverviewIBM Presentation Template Full Version
IBMSupportPortal
My Notifications
Client
Technical Content Delivery
IBMClient/PartnerCommunity
Call Home technology
IBM Service Request (SR) Problem
Records
● Over 28M visits per year
● 100% availability requirement
● Worldwide, 9 languages
● Covers all IBM products
Chat & Remote Assistance
Cus
tom
er A
sset
Man
agem
ent (
CAM
)
Supp
ort P
orta
l Adv
isor
Supp
ort P
orta
l Adv
isor
4 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
IBM Web Problem Reporting Strategy
■ IBM has embarked upon an initiative to dramatically improve our problem reporting infrastructure
■ In the web space, our goal is to provide a single service request management application that supports all of our customers through all of our lines of business
■ Customer Value Objectives
–Eliminate customer confusion over which web application to use
–Combine best of breed use cases to improve ease-of-use
–Increase satisfaction
IBM Presentation Template Full Version
5 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
IBM Web Problem Reporting Landscape (circa 2007)IBM Presentation Template Full Version
SSR
WSR
ESRESC+
ETR
PLM
Electronic Service Request
Software Service Request
Web Service Request
Electronic Service Call
Electronic TechnicalResponse
Product LifecycleManagement
6 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
IBM Web Problem Reporting LandscapeIBM Presentation Template Full Version
SSR
WSR
ESRESC+
ETR
PLM
If I purchased as a stand-alone product, I use ESR.
I have a problem with WebSphere.
Where do I go for online support?
7 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
IBM Web Problem Reporting LandscapeIBM Presentation Template Full Version
SSR
WSR
ESRESC+
ETR
PLM
If I purchased bundled with System p, I use SSR.
I have a problem with WebSphere.
Where do I go for online support?
8 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
IBM Web Problem Reporting LandscapeIBM Presentation Template Full Version
SSR
WSR
ESRESC+
ETR
PLM
If I purchased bundled with System z, I use ETR.
I have a problem with WebSphere.
Where do I go for online support?
9 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
IBM Web Problem Reporting LandscapeIBM Presentation Template Full Version
ETR
PLM
ESC+
IBM Service RequestWith SR Release 1 in 2009, tool
choice simplification began.
10 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
IBM Web Problem Reporting LandscapeIBM Presentation Template Full Version
ESC+
IBM Service RequestWith SR Release 2 in 2011, tool choice simplification continues.
11 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
IBM Web Problem Reporting LandscapeIBM Presentation Template Full Version
IBM Service RequestWith SR Release 3 in 2013, tool choice simplification completes.
12 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
IBM Service Request (SR) Key Features
■ File uploads – The ability to attach multiple files to the service request in-line
■ View/manage all service requests – Service requests can be managed regardless of channel of input or of open/closed status; service requests archived up to one year are also available
■ Business partner integration – Collaborate on service requests with your IBM-authorized business partners
■ Language options – Support for multiple languages based upon browser setting
■ Personalization options – Many functions can now be personalized■ Continuous availability – Hosted in three centers, each with internal
redundancy, operating at 150% capacity
IBM Presentation Template Full Version
13 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
IBM Service Request (SR) Walk-Through
■ Sign On & Home page■ Reporting a problem■ Searching for and updating service requests with SR■ Managing service request ownership with SR
IBM Presentation Template Full Version
14 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Sign On with SRIBM Presentation Template Full Version
■ Access ETR via www.ibm.com/ibmlink■ Once signed on, the ServiceLink homepage, which now has a link to IBM
Service Request (SR), renders.
Contact SR assistance directly from ServiceLink as needed.
SR link will replace ETR link in main body when migration period has completed.
15 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
SR Home PageIBM Presentation Template Full Version
Begins the work flow to open a service request.
Saved service requests that have not yet been submitted.
Read and responsibility icons show if a service request is unread and if the user needsto take action.
Blue dot / bold = unreadno icon/ not bold = readExclamation / bold = user action/unreadExclamation / no bold = user action/read
Find a specific service request or search by a keywords.
Advanced search provides additional parameters for a search.
Quick access to saved searches. Searches can span multiple customer numbers.
Your open requests managed through SR.
One-click print ande-mail functions are available.
16 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Reporting a problem todayIBM Presentation Template Full Version
■ Choose either “Report a defect” or “Ask a question”■ Report a defect
–Submit component ID or proceed through product tree to select product
–Validate personal information–Describe problem and provide additional information
■ Ask a question–Proceed through product tree to select product–Validate personal information–Ask question
17 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Reporting a problem with SR – preferred product optionIBM Presentation Template Full Version
The first tab shows a list of preferred products and components, allowingquick access to commonly used selections.
Products shown in bold & gray, with associated components indented below each product.
18 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Reporting a problem with SR – entitled product optionIBM Presentation Template Full Version
The second tab allows a search for products and components for that are entitled to support.
Product names, component names, and identifiers can be entered here...
Both product and component results appear here.
19 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Reporting a problem with SR – entitled product optionIBM Presentation Template Full Version
Type keyword...
10 products are foundwith WebSphere Portalin their descriptions. 27 components contain
WebSphere Portal in their descriptions.
20 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Reporting a problem with SR – entitled component ID optionIBM Presentation Template Full Version
Alternately, enter acomponent ID.
The resulting component description and releases are shown here.
21 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Reporting a problem with SR – entitled component optionIBM Presentation Template Full Version
Type keyword with optional wildcards...
6 components are found.
Arrow determineswhich panel is expanded.
22 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Reporting a problem with SR – entitled component optionIBM Presentation Template Full Version
Select one component option.
Choose product related to selected component.
Continue once selections are made.
Optionally, save as a preferred product selection.
23 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Reporting a problem with SR – agreement selectionIBM Presentation Template Full Version
Prior selections are noted and linked for alteration in this box.
Select customer number / agreement type that most appropriate to your service request.
24 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Reporting a problem with SR – personal information validation IBM Presentation Template Full Version
Contact methods are primarily driven from the support offering applicable to the selected product.
Personal contact information is available for validation and alteration.
Additional contacts can be added to the notification list. Progress can be saved as
a draft for later retrieval.
25 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Reporting a problem with SR – problem descriptionIBM Presentation Template Full Version
SR title and problem description.
Is the system down?
Prior selections are noted and linked for alteration in this box.
Quickly edit the preferred contact method.
Is this a defect or a question? Is premium response requested?
Describe the impact this problem is having to your business.
Optionally, include a business partner in managing this service request.
26 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Reporting a problem with SR – problem descriptionIBM Presentation Template Full Version
Some productsrequire thatadditional information beprovided.
Attach one ormore files.
Optionally, apply a local tag or ID to this service request.
27 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Reporting a problem with SR – problem descriptionIBM Presentation Template Full Version
Some productsrequire thatadditional information beprovided.
Additional information is filled into the pop-up window.
28 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Reporting a problem with SR – submission resultIBM Presentation Template Full Version
Service request number provided upon submission.
29 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Searching for service requests with SR – advanced searchIBM Presentation Template Full Version
Select one, many, or all customer numbers
Date-based filters
Status-based filters
Severity filter
30 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Searching for service requests with SR – search resultsIBM Presentation Template Full Version
Previously saved searches are available
Change criteria andsearch again
Save the current search.
Active and archived search results are shown here in separate tabs.
31 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Searching for service requests with SR – result customizationIBM Presentation Template Full Version
32 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Updating service requests with SRIBM Presentation Template Full Version
33 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Managing service request ownership with SR
■ The user that creates a service request is the owner by default.■ A user cannot give ownership of a service request to another user; a user
can only take ownership.
IBM Presentation Template Full Version
34 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Managing service request ownership with SRIBM Presentation Template Full Version
The contact information cannot be updated since the current user is not the owner of this service request.
The user can take ownership here.
35 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Key ETR Migration Concerns
■ “My” service requests–The method used by ETR is deprecated and nontransferable–Create or update a PMR within SR to associate to you
■ PMR abstracts / titles–ETR places this information into an internal only field–One-time process developed to migrate active PMR abstracts–Update a PMR within SR to add or alter the title
■ Product/component selection■ “RESP” field migrated to an exclamation point in PMR search result table
IBM Presentation Template Full Version
36 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Live Demonstration and Q&AIBM Presentation Template Full Version
37 Session 9520 - IBMLink Replacement of ETR with IBM Service Request (SR) © 2011 IBM Corporation
Further Information
■ IBM Service Request (SR)https://www.ibm.com/support/servicerequest/
■ SR Web Assistancehttps://www-946.ibm.com/support/servicerequest/help/srHelp.action
■ SR Support Teamhttps://www-304.ibm.com/software/entitlement/CustAssist?topic=sr
■ ETR Migration Technical Note
E
https://www-304.ibm.com/support/docview.wss?uid=swg21469299
IBM Presentation Template Full Version