Introduction

This article describes the content of the training courses available for Octopus.

For workshops and configuration training courses, the list of topics covered enables Octopus administrators to be completely autonomous in managing and configuring their teams. In addition, participants will be able to work correctly and in accordance with best practices. Training courses are delivered by consulting service specialists. Hourly rates apply.

The training courses aim to:

• Enable participants to master the various features and modules independently.
• Raise user awareness of best practices.
• Introduce participants to the possibilities offered by Octopus.

Overview of Octopus features

Duration: 2 hours

Suitable for everyone

• High-level presentation of Octopus features and modules
• Common terms and ticket lifecycle
• Available Octopus applications (Windows, Web Tech, and mobile applications)
• Tour of the Web portal
• Tour of the Windows application
• How to structure services and automate processes
• Communicate and collaborate with Octopus

Training for contributors

Duration: 3 hours

Suitable for everyone

• Basic concepts
• General overview of the application
• Modules
  • Work windows
  • Communicating in Octopus
  • Notification preferences
  • Ticket lifecycle
• Creating and managing requests/incidents
• Tour of the Web portal
• WebTech and mobile application
• User management
• Using configurations items (CI)
• Tips and tricks
  • Activity types (response templates)
  • List libraries and list creation
  • Tracking by users and/or groups
  • Viewing a reminder
  • Advanced search and list management
  • Customizing the layout of list fields
  • Custom notifications and subscriptions
• Action menu
• Octopus shortcuts
• Wiki and help videos

Workshops and training for administrators

Duration: minimum of four 2-hour sessions

Aimed at administrators

The content of the training courses varies and is tailored to the needs of the teams.

Basic configurations and tools

• MailIntegration (email management in Octopus)
• ADSIReader (importing users and workstations)
• User synchronization (Windows tasks)
• DataImporter (data import)
• WMIUpdater (retrieving hardware and software configurations)
• GetDBApp (Database download)
• ExternalCommandRunner (External command task integrated into workflows)

Options

• Automated email templates
• Service Level Agreement (SLA)
• Satisfaction survey
• Explanation of general options
• Discover on-demand and optional features
• Web portal setup and logo

General reference data

• Users, sites, and departments (Common data)
• Teams
• Form and process configurations (tasks)
• Activity types
• Editing reasons for cancellation, hold, and suspension
• Editing CI configuration items
• External commands

User management, licenses, and roles

• Distinction between a user and a contributor
• Contributor groups
• User groups
• License types
• Roles and permissions
• Contributor absence management

Request management

• Configuring incident templates and SR types
• Configuring forms
• Value lists
• Custom field library
• Tasks
• Reminder management
• Inter-query relationships
• Parent-child incident management
• Cross-team collaboration
• Tracking users and/or groups

Approval management

• Operation and approval rules
• Review of workflows and tasks
• Approval mode validation
• Configuration of approval groups and multi-teams
• Pool of approvers

CMDB Management

• Configuration in reference data
• CI types
• CI master record and documentation
• CI attributes
• Supplier management
• Service and lease agreements
• Cost tracking
• Import and synchronization
• CMDB lifecycle
• Graphical view of the CMDB

Parts management

• Categories
• Parts definition
• Explanation of consumables and applications
• List management

Data mining

• Advanced searches
• List management
• Notifications and subscriptions
• Dashboards, reports, and statistics
• Effort management and timesheets

Other specific workshops and training courses

Access Management (AM)

Installation of the AM plugin is required.

Duration: 2 hours or more, depending on requirements.

Prerequisites: Approval management, request management, CMDB management.

Intended for administrators and IT teams.

• Module overview
• Configuring approval, grant, and installation groups
• Configuring CIs
• Configuring forms

Scheduled Request Management

Duration: 2 hours

Prerequisites: CMDB management, request management

Intended for administrators

• Configuring categories
• Configuring a scheduled query
• Scheduled query details
• CIs
• Overview of scheduling items
• Explanation and use of graphs
• Distribution of scheduled queries
• Cumulative completion of scheduled queries

Change management

Duration: 2 hours

Prerequisites: Request management

Intended for administrators and project managers

• Module overview
• Template management
• Report management
• Project management and customization
• Cost management
• Task usage
• Production and deployment schedule
• Field configuration
• Additional information tab

Problem management

Duration: 2 hours

Prerequisites: Incident Management

Intended for administrators and IT teams

• Module overview
• Creating an issue from an incident
• Documentation and knowledge base
• Searching for solutions
• Using tasks
• Identify potential issues from incidents

Event management

Duration: 2 hours

Prerequisites: CMDB Management

Intended for administrators and IT teams

• Module overview
• Exception and return rules
• Warning rules
• Information rules