TM Training → For Consultants

TM User: Platform Overview (TM101a)


Description

This course is the first course any new user should take; it starts with an overview of the platform and then explains and demonstrates each and every part of the platform.


The platform is intended to be used to facilitate three main activities:

1) Discovery and maintain clear insight into an IT Estate with greater efficiency and purpose

2) Planning for the inevitable changes to the IT Estate from both a business and technical perspective

3) Execution planned changes by orchestrating the vital human and automated tasks


Each of these three high level activities will be explored in subsequent courses that focus on strategies of how to use features within the platform to unlock the true capabilities of the our software.

Content
  • TransitionManager Introduction
  • TM Overview
  • Instance Organization
  • Initial Login + User Dashboard
  • Training Exercise Tutorial + Knowledge Base Access
  • Admin Menu
  • Admin Portal
  • License Admin
  • Notices
  • Role Permissions
  • Asset Options
  • Companies
  • Staff and Users
  • Import Export Accounts
  • Make and Model Library
  • Projects Menu
  • Projects List and Project Details
  • Staff Assignment
  • User Activation Emails
  • Asset Field Settings
  • Tags
  • Providers, Credentials
  • Data Scripts, Actions
  • Locations Menu
  • Locations
  • Rack Elevations
  • Assets Menu
  • Asset Views
  • Asset View Functionality
  • Asset Details READONLY
  • Asset Details EDIT
  • Architecture Graph
  • Dependencies List View
  • Comments List View
  • Dependency Analyzer: Generate Dependency Groups
  • Create Import Batches: Manual + Data Script Bulk Import
  • Manage Import Batches: Manual + Data Script Bulk Import
  • Planning Menu
  • Events
  • Bundles
  • Pre-Event Checklist
  • Export Runbook
  • Tasks Menu
  • Task Manager
  • Task Creation
  • Task Graph
  • Task Timeline
  • Recipe Creation
  • Generate Tasks with a Recipe
  • Dashboards Menu
  • Planning Dashboard
  • Event Dashboard
  • REPORTS MENU
  • Report Manager
  • Favorites, Recent, Legacy Reports
Completion rules
  • All units must be completed