Configurations Auto-deployed with Package Installation
Installing the ServiceMax package provides you with the basic functionalities of the ServiceMax product. Some of the default configurations are automatically loaded as part of the post-package installation process. If your use case works fine with the basic functionalities, you can skip running the Configurator.
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This applies to production and sandbox installations.
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The following are the configurations deployed as part of the post-install script execution:
• Default Configuration Profiles
• Modules
• Submodules
• Settings and Setting Values
• ServiceMax Property elements to list objects in SFM Transaction Designer
• SFM Custom Actions
• Macro Definitions for Template Designer
• Code Snippet
• Dispatch Console Map Hovers and Views
• Application Filter or SFM App Permissions
• Logo (when you install the package for the first time)
• Inventory Processes and Preventive Maintenance (PM) Processes
• Standard IoT configurations
• Service Performance Metric (SPM) Rules
• Reverse Logistics - Return, Shipment, Receive, and Source Updates
• Product-dependent Standard SFMS that are part of the installation package:
◦ Create Activity Master
◦ Edit Activity Master
◦ Create Service Pricebook
◦ Edit Service Pricebook
◦ Create Service
◦ Create Service Plan
◦ Create Preventive Maintenance Plan Template
◦ Create Work Template
◦ Create New Event From Work Order
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If you are using a configuration-only sandbox or a partial copy sandbox for development and testing purposes, the above-mentioned configurations are not loaded as part of the package installation. You must load the configuration data either by running the ServiceMax Configurator or by Deploy ServiceMax Configuration.
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