This guide will help you implement C2 in your organization and take control over your computing resources.

Here’s a quick setup guide to help you through the initial installation process. A few things to note before starting your tests:

• When you start your test, you’re automatically added as the first client (applicant) and as the first resource (agent or technician).
• A list of web forms is already included. In other words, a service catalog template is available and represents your service offering. The C2 software structure is specified below.
• A list of devices and assets is included by default. Under the CMDB menu, you’ll have access to a basic, editable inventory template.
• Please note the test gives you access to the entire application except for the report module (generic and customized). If you want to delve deeper into the metrics and reports, you can request a free personalized demo.

Here’s the suggested initial structure:

Company: Following your registration, you specify the name of the company or your organization and choose the default language.

Service catalog: A catalog must be associated with your business so that all your customers can access associated requests. The catalog includes the application forms and the tasks associated with its requests. A test catalog is available with its associated requests.

Request forms: The forms are managed in the Service Catalog from the Requests manager.

Task templates: You can also create task templates that will be used in request workflows from the Service Catalog/Task menu.

Initial configurations will allow you to get started with an environment that can support your day-to-day operations. By importing your technical agents, clients and inventory items, you’ll be able to base your tests on real-world scenarios.

Before configuring the request forms, look at the various custom fields available. Creating these custom fields allows you to add more information to a request and contextualize the forms as needed.

Customers are the end users of the application. Associate a company with each customer to give them access to the catalogs or specify a custom catalog. It’s also possible to approve or deny access to a self-service portal.

Under the Management menu, import customers through the Imports submenu. Download the template and add your data.

Please note the following:

• You must not change the names of the columns in the Excel file.
• To avoid problems with numbers, change the format of the columns to text mode. This will prevent Excel from formatting digits. Otherwise, use a text editor.
• You must save the CSV file in UTF-8 mode.
• To avoid errors, please test with one or two customers first to validate your import.

You can create inventory items manually or by importing .CSV files under the Management/Imports menu.

The resources correspond to the users of the C2 service management platform. These are responsible for managing tickets and supporting customers with their requests.

To create a resource, it’s necessary to fill in the basic information and assign to it a company as well as a security group. During your free trial, you’re automatically the first resource and get associated with the administrator groups below.

You must first configure IMAP and SMTP and associate a default request with the email account. Then, please attach a safe receipt template that will be automatically sent to the sender of the email.

Finally, enter the email account address and a custom email tag to save the emails in the tickets.

To add requests from other departments (human resources, finance, purchasing, operations), you can filter your service catalog.

You can manage security groups and their member resources in the Management/Groups menu. By selecting a group, you can edit the members, queues, e-mail templates, visible groups, and what features they will have access to.

By default, there are two groups in C2.

• Admin group: This group has all access and rights in the C2 application. The Admin group is not editable.
• Resources group: This group has most of the rights, but this can be modified as needed.

The self-service portal is customizable. You can modify the logo, titles and messages displayed on the portal, activate certain fields on your new incident or service request forms.

Create your first ticket in the top bar by selecting the customer’s name and choosing a request from the drop-down menu.