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Ivanti Best Practices

Ivanti Best Practices: UAT

When it comes to Ivanti Best Practices there is no better source than that of a seasoned Consultant with the voice of experience of years of Ivanti Professional Services, Ivanti Implementations, Upgrades, with Ivanti Service Manager (powered by HEAT IT Service Management) and Ivanti Asset Manager.

One of the most crucial steps in System Development Life Cycle (SDLC) is User Acceptance Testing (UAT), a type of system and business objective validation, performed by the end users, and business objective sign off by the project owner; not to be confused with System Testing which is performed by the Ivanti Developer and/or ISM Administrator

Many Ivanti Service Manager implementations fall short when it comes to proper UAT Testing, be it due to a lack of resources, time, or budget, but more often than not due to a shortcoming of proper UAT Action Plan, UAT Test Cases and Scripts and a lack of Best Practices, Strategy, Coordination, and Planning.

Today we shall focus on Ivanti Best Practices for UAT.

UAT Best Practices

  • Daily Stand-Up Calls coordinated by the decision maker and UAT Test Lead with the UAT Test Team
    • Review of UAT Decision Tree
    • Review Test Results, questions, unexpected behaviour, workarounds, tester comments
    • Review Reference Data to-do list for PROD
    • Identify key areas for training (bullet points) 
    • Test Case Maintenance – identify new test cases or changes needed to existing test cases
    • Daily Email Summary to the ISM Consultant, bullet points, of areas that need to be addressed, identifying “show-stoppers” and “must-haves”, “questions”
  • Scribe – Appoint a person to take meeting notes, and keep track of any “nice-to-haves”, “parking lot items”, “knowledge articles” needed.  Typically this function falls on the Knowledge Manager/Trainer.
  • Weekly Calls with ISM Consultant to review the progress, test results, and discuss UAT remediation scope.
  • Focus on Job Functions, not features, not enhancements, not future phases. 
  • No Bug Hunts – The point of UAT is not to find bugs.  It’s to ensure day-to-day functions can be carried out and the steps for those job functions are documented for training purposes.   Any unexpected behaviour can be recorded in tester comments.
  • Keep it Simple – Focus on test cases at hand.  If there are any issues, make sure to record the reference #, 1 or 2 screenshots, bullet point tester comments, no need for long novels with pages of screenshots.  

For more information and to reserve your a19 Consulting – Ivanti Best Practice System Implementation be sure to contact us!

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Best Practices SDLC UAT

What is UAT Testing?

  • The purpose of User Acceptance Testing (UAT) is to test use cases, that is specific day-to-day operations in the life of an end-user and their required tasks to perform their job function
  • UAT Testing differs from System Testing in that System Testing is focused on software functionality.   UAT Testing is focused on job function, that is day to day operations can be performed.  Therefor access to Ivanti Service Manager (powered by HEAT) is not needed to build UAT Test cases, in fact it is discouraged to use HEAT as your focus should be on building use cases about day to day operations, operating procedures, such as Logging an Incident, searching for customers, assigning 2nd level support, and so on.
ivanti best practices regression testing user acceptance testing uat ivanti service manager ivanti asset manager a19 consulting ivanti professional services best practice systems
  • Regression testing refers to testing of existing functionality to ensure that recent changes do not adversely affect existing features.  For example, when implementing Asset Management, the existing Incident functionality is tested to test use cases such as creating an incident, creating a task, updating incidents, closing tasks, incidents, etc. In addition to UAT Test Scripts, you will want to do a comparison of existing workspaces, existing functionality, and existing features, to ensure existing functionality has not been impacted.

If you’re looking for sample UAT Test Scripts, be sure to contact us!

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Ivanti Ivanti Asset Manager Ivanti Service Manager

Ivanti Best Practices

With Ivanti Implementation experience going back to 1996, the Ivanti Best Practice System is a result of years of experience, knowledge, and proven methods.

Ivanti Professional Services

a19 Consulting has been providing Ivanti Professional Services for Ivanti Service Manager (formerly HEAT IT Service Management by Frontrange), since 1996, and it shows!

Developed by a veteran Ivanti Consultant and Systems Developer, who has consulted for and mentored Frontrange Business Partners (Change Control, Avante Solutions) and Ivanti Business Partners (Kifinti Solutions, DDS IT) alike.

Implementations around the world have benefited from the Ivanti Best Practice System

The ITxM Space (ITSM, IT Service Management, ITAM, IT Asset Management) has never been more exciting, as is the transformation to ESM (Enterprise Service Management).

Lets take your Ivanti Implementation to the next level, with the latest solutions, best practices, workflow automation, integrations, and so much more!

Best Practices for almost every sector, including, but not limited to Government, Financial, Insurance, Communications, Information Technology, Energy, Utilities, Education, Retail, Manufacturing, Pharmaceutical, Medical, Aerospace, Entertainment, Food, Health Care, Transportation, Engineering.

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Ivanti Best Practices

WHAT IS ISM BLACKOUT?

Blackout, is a point in time in the development process when a system becomes unavailable (off-line) by design. The term comes from Electricity “blackouts” when there is a complete electric shut down.

An a19 best practice is to take the UAT system off-line when UAT is undergoing maintenance or configuration in preparation for End User Acceptance testing. This is to prevent any unauthorized access by end users that might want to start testing the system before it’s ready, which is never a good idea. After all, you don’t call the building inspector until you’re up to code, right? Leaving UAT available during configuration can be disastrous. Don’t make this rookie ISM mistake, you will thank me later!

ISM Blackout
UAT Best Practice Tip
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Ivanti Best Practices

Scope of Work Priorities

When you are gathering Ivanti Service Manager (ISM) and Ivanti Asset Manager (IAM) requirements to build your Solution Design Documentation and Scope of Work (SOW) there is one very important best practice. Set Implementation Priorities!

Setting Priorities for your Ivanti Service Manager Project

Scoping is an art of finding the right balance between effort, benefits, and long term gains. Quick Wins should be your 1st Priority (P1) followed by long term gains which are Priority 2 (P2) and have the highest benefits.

For example, on a recent Asset Management implementation the core project team determined that the quickest wins and highest benefits would be asset scanning and a foundation for procurement and assets (hardware and software) that we could built upon on future phases.

ivanti service manager scoping SOW solution design priorities best practices project tracker ISM Change Control P1 P2 Nice-to-have Must-Have Show-Stopper UAT Test Scripts
ITSM Priorities by Benefit and Effort

That lead us to this high level scope:

  • P1 – Ivanti Asset Manager | Asset Bar Code Scanning
  • P2 – Ivanti Software Asset Management (SAM)
  • P3 – Ivanti Hardware Asset Management Enhancements

What this meant was that we would build asset scanning capabilities not only for assets but also packing slips, replace the existing purchase order tracking excel sheets, and vendor inventory tracking sheets from Softchoice and various software vendors, with an Ivanti Service Manager product catalog for hardware and software, utilized the purchase order workspace for sales orders, enabled contracts and entitlements for software inventory, and built a softchoice integration to automatically update invoice and shipping information and functionality to reconcile against packing slips and purchase orders.

These were just our P1’s and P2’s! With further integration to discovery tools, enhancements to assets, and workflow automation for P3. Of course keep in mind that upon project completion some of the other requirements from the parking lot will become P1’s and P2’s and the cycle begings.

Along the way we identified more quick wins that improved overall product usability and project tracking:

  • Ivanti Service Manager | Administrator Level 2 Role – for limited admin access with dedicated top level tabs to manage assigned validation lists and some configurations without full administration console access
  • a19 Consulting Tracker – a custom built project tracking tool by a19 Consulting with backlog, artifacts, parking lot, status updates, project dashboard, heat release project and package tracking, to-do list, and many more features
  • a19 Consulting Change Control with Announcements, Alerts, Notifications, and approval process for User Acceptance Testing (UAT)
  • a19 Consulting UAT Test Scripts Workspace for ISM Administrators and Consultants to develop test scripts, run test scripts, log defect, pass/fail tests, request enhancements and identify show stoppers, must-haves, and nice-to-haves

If you would like more information for the a19 Ivanti Best Practices Tool set or need help defining and executing your scope of work please contact us!