The following articles contain step-by-step instructions on how to install and use Intelligent Service Management Mobile App by an analyst and end-user:

Serviceaide Intelligent Service Management Mobile App


Android OS 9 is not supported with the magic link registration functionality. We are working on this issue and hope to have a resolution soon.

Overview

The Serviceaide Intelligent Service Management Mobile App is designed to allow analysts and end users role based access to deliver and receive great service at anytime from anywhere. This app, supported on iOS and Android devices, greatly enhances the ability for analysts to drive down Mean Time to Resolution by moving a ticket through the lifecycle when away from their desk. End Users can create and manage their own tickets as well as swipe to quickly approve outstanding items.


End User Functionality

The Mobile App provides end users with the ability to interact with the support team on their mobile device, anytime anywhere. The Intelligent Service Management mobile app is a modern channel for end users to engage with support and leverage self-service. Creating new requests through the catalog is simple and approving tasks is fast with a swipe. 


Key Features and Benefits:

For a quick demonstration about how a self service user can work with the Intelligent Service Management mobile application, see the following video:

Support Analyst Functionality


Decision-making and action-taking are simple and efficient using the dedicated mobile app that combines at-a-glance awareness and issue context with single-action workflows. Analysts can act confidently and responsively anytime, anywhere, which lowers mean-time-to-resolution and raises customer satisfaction and service efficiency.



Key Features and Benefits:
• Leverage your existing Filters - Any filters the you create using the web interface, are available; so you can quickly select your familiar views of the ticket queue.
• Get things done with a single tap – Quickly take common actions with a tap. 
• Attach a picture to a ticket – Instead of typing or tapping notes, just take a picture of the issue, attach it to the ticket.
• Dictate versus type - Use the speech-to-text capability of the device to enter text.
• Simple administration - Authentication is simple using a magic link to register new devices including those using Single Sign-On.
• Analyst functionality in the mobile app requires a Named license, Concurrent license or trial license for Intelligent Service Management™.

For a quick demonstration about how an analyst can work with the Intelligent Service Management mobile application, see the following video:

Magic Link Authentication

The Magic Link process provides an easier authentication experience for users using Single Sign-On (SSO) or a username and password.

At first login, the user requests a Magic link to be sent to their inbox using the URL that they use for login as well as their user name. A Magic Link email is sent to the email address associated with the user's account with a link in it. The link must be opened in the user's mobile device where the Intelligent Service Management mobile app is installed. Their device will recognize this link and open up the correct app. The user's authentication information is stored in secure storage in the device until the user logs out of the mobile app. Each time the user opens the app in their device, it will automatically log them in.

If the user logs out of the mobile app, it will remove the magic link association with the app. The user can then use a username/password to login to Intelligent Service Management or request a new Magic Link.

If your mobile device opens the magic link in your mobile app browser, try clicking the URL in the browser to see additional options. In Safari on iOS, the user can open the mobile app from there and the Magic Link process will complete.

Account/Profile Management

From the main navigation menu a user can add new accounts to be associated with the mobile app. This allows users to easily switch between two accounts without having to logout of the app, enter new credentials before logging back in. This is helpful for users who may have multiple usernames in the same system or even across a Staging or Production environment. Many users will define an account for Production, Staging and the Serviceaide support system (support.serviceaide.com) allow them to easily switch between environments for testing or logging support issues. Authentication for each account can be done with the system URL, username and password or using the Magic Link process.

Data Usage

To assist customers with understanding the impact of using the Serviceaide Intelligent Service Management mobile app on their wireless and cellular networks, the following tests were done.

Please note that all networks and devices are different so your experience may vary.  

Activity

iOS

Data Usage in KB

Android

Data Usage in KB

Login Successfully to home page58.5

34.20

Load list of tickets, first 10 records39.311.05
Next 10 tickets39.211.5
Open single ticket1811.27
Add Account/Profile6060

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Also available for Android in China at

Release History

3.2 December 5, 2018


3.1.1 May 22, 2018


3.1 April 2, 2018


3.0.3 January 4, 2018


3.0.2 October 15, 2017


3.0.1 October 15, 2017


3.0 October 13, 2017


2.2.4 August 16, 2017


2.2.3 June 22, 2017

2.2.2 June 16, 2017

2.2.1 June 8, 2017


2.1.0 May 25, 2017


2.0.0 May 5, 2017


1.1.1 April 27, 2017


1.0 April 11, 2017


0.1.1 March 29, 2017


0.1 March 27, 2017

Known Issues

Compatibility

iOS 8.0 and up

Android 5.0 (Lollipop) and up 

Language Support

Legacy Cloud Service Management Mobile App


The legacy mobile app will remain available on iOS and Android for self-service use cases. No new updates will be made to this app and it will be retired in 2018.

Overview

The Intelligent Service Management self-service app lets your End Users log issues using an intuitive user experience. It integrates your service desk requests and assets to help you manage your IT support issues effectively.

An end user can login using their organization domain credentials (if SSO is configured) or their Intelligent Service Management username and password and take advantage of the following features:
• Create tickets using the service catalog and attach pictures and location information
• Manage their existing tickets and add comments and attachments 
• View announcements and outages
• Review and approve assigned tasks
• Search on tickets, announcements, outstanding tasks and knowledge articles
• View owned assets and raise ticket for the given owned asset
• Call their organizational-specific service desk directly from the App
• Manage their user profile

All users who access the mobile app will be in the self-service role and do not require a Intelligent Service Management user license. The app requires a connection to an instance of Intelligent Service Management.

Download and Configure the Mobile App

  1. Download the mobile app. The mobile is available for android and iOS user and can be downloaded from the following locations:
    - Android operating systems: https://play.google.com/store/apps/details?id=com.serviceaide.csmmobile&hl=en
    - Apple iOS operating systems:https://itunes.apple.com/us/app/cloud-service-management/id1205513888?mt=8
    For information about the supported version of each mobile operating system, visit the corresponding app store.
  2. Open the mobile app and configure the language and local.
  3. Select the Language.
  4. Select the Locale.
  5. Tap Continue.
  6. Accept the Terms and Conditions.

Authentication Using Domain Credentials

To authenticate single sign-on users, domain authentication is enabled for the mobile app.

The mobile app is tested and supported for Windows Authentication. The app currently does not support any other type of authentication like Form Based Authentication. The customers who have windows authentication can log in to the mobile app using single sign-on.

Considerations

  1. For Mobile Users: Use the same domain as configured in your Intelligent Service Management instance. The Intelligent Service Management Administrator specifies the Authorization Domain from the ManageToolsSlice ConfigurationSingle Sign On page. Specify the same domain while logging in to the mobile app. For more information about the domain, contact your application administrator.
  2. For Administrators: The mobile app uses Identity Provider Login URL for domain authentication. Ensure that the URL points to the Identity Provider's authentication end point. Navigate to ManageToolsSlice ConfigurationSingle Sign On tab and specify the Identity Provider Login URL. For more information, see, Configure SAML Single Sign-On in CSM.

Log in to the Mobile App

Contact the application administrator to gather the login information. Log in to the Intelligent Service Management mobile app using the following two options:

Follow these steps, to log in to the mobile app if single sign-on is configured:

  1. Specify the URL. This is the Intelligent Service Management URL. For example:
  2. Select Use Domain Credentials, if SSO is configured. 
    1. Specify your Domain User Name.
    2. Specify your Domain Password.
    3. Specify the Domain. For example, Serviceaide.com.
  3. (Optional) Check the Remember Password box.
  4. Tap Login.

Authentication using Application Credentials

Follow these steps, to log in to the mobile if single sign-on is not configured:

  1. Specify the URL. It is the Intelligent Service Management URL.
  2. Specify the Username.

  3. Specify the Password.
  4. (Optional) Check the Remember Password box.
  5. Tap Login.

Features

The following features are available in the the mobile app:

Configure Helpdesk Telephone Numbers

To use the Call Helpdesk capability, administrators must define the support telephone numbers for each organization in the individual records for the organization. If the support phone number is not defined, main phone number of the organization is used.

Follow these steps:

  1. Navigate to Manage, Tools, Organizations.
  2. Add the organization and click the General tab.
  3. Enter the details like Support Phone and Main Phone and click Save.
    Note: If the Support and Main Phone Numbers are not configured for a user organization, an error is displayed.

Navigation

The main navigation menu is available on all screens of the app. To access the menu, tap or pull out the tab at the bottom left side of the screen.

The app provides you a tablet optimized layout enabling you to view the list and detail screens side by side.

Known Issues

The latest mobile app release supports Intelligent Service Management Summer 2014 MR2 release.

Some Android 5.0 users may experience local storage issue (language preferences and user credentials that are not stored even when 'Remember Password' is selected) with the Intelligent Service Management Mobile app Bamboo release. To avoid this scenario, update the Android System WebView app from Google Play Store to version 42.0.2311.138 or higher.

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Compatability

iOS 7.0 and up

Android 4.2, 4.3, 4.4 & 5.0

Language Support

English

Chinese

Finnish

French

German

Italian

Japanese

Portuguese

Russian

Spanish

Swedish