ServiceMax Configurator
This section provides information about loading the default configuration and page layouts by running the Configurator.
Most of the ServiceMax functionalities are driven by configuration parameters. This ensures the scalability of architecture and deployment of multiple service processes within an organization. When ServiceMax is installed or upgraded, the set of configuration parameters should be loaded to ensure the smooth functioning of all modules. Loading of page layouts accelerates the configuration process and aids in better user adoption. It automatically creates Salesforce profiles for a typical service organization and sets up their access rights to the recommended levels. It optimizes the ServiceMax page layouts for use by these profiles. In addition, it loads some sample Visualforce templates that can be used to generate Salesforce Reports.
The following is the list of default configurations deployed when you run the Configurator:
• 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
• Inventory Processes and Preventive Maintenance (PM) Processes
• Standard IoT configurations
• Service Performance Metric (SPM) Rules
• Reverse Logistics - Return, Shipment, Receive, and Source Updates
• Logo (when you install the package for the first time)
• Legacy profiles (ServiceMax profiles)
• Standard SFM Flows
• Standard SFM Wizards
• Standard SFM Searches
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