I'll bet you get the old "working as designed" response on this one.

Most of the ITSM workflow sets Company values based upon the HOME company of 
the user; whatever their location is in their CTM:People form.  This design 
drove us to create all of our customer accounts in one customer company that 
everyone has access to - these are synced in from LDAP - and to set most of our 
categorizations to Global.  All of our support staff have a second login 
account, homed in the appropriate Company for their support organization (there 
are 26 Operating Companies at our University - distributed support areas and 
central computing directorates all have their own company).  This allows 
tickets created for user accounts located in the main customer company to use 
global or customer company categorizations, and to be fairly portable between 
support companies (there are some other issues there we handled with 
customization, and with a global Ticket Transfer operational company that all 
support staff have access to).  Tickets created by support staff within their 
own support company are then secured and private within that company, a 
capability that our security people also wanted to have.

In your case, the simplest solution might be to use Global Product Catalog 
entries; we have seen enough trouble with company-specific categorizations to 
have avoided them in our system.  Note that we do not use SRM, but even in 
Kinetic Request it is possible to specify a combination of user account (and 
therefore Company) with a Location or Categorization that does not match that 
Company, and get the same sort of Incident creation failure that you are seeing.

Christopher Strauss, Ph.D.
Call Tracking Administration Manager
University of North Texas Computing & IT Center
http://itsm.unt.edu/
From: Action Request System discussion list(ARSList) 
[mailto:[email protected]] On Behalf Of Chowdhury, Tauf
Sent: Friday, December 10, 2010 11:55 AM
To: [email protected]
Subject: Issue with Multi Tenancy and Interface forms

**


All,
I just submitted this as an issue but I wanted to see if any of you tested or 
ran into this. I'm in SRM 7.6 training and the issue is still present. I 
apologize in advance if my scenario is confusing but it's the best way I could 
describe the issue!

Here is the scenario and you can test it out in your environments:

1. Joe User on the People form is part of Company A. (Field ID on people form: 
1000000001).
2. In the Access Restrictions on the People Form, Joe User has Company A and 
Company B in his Access Restrictions table. Joe User does not have Unrestricted 
Access. Joe is a part of support groups in both companies (irrelevant).
3. An Incident Template is created for users in Company B and the Product 
Catalog Entry that is used is a categorization specific to Company B.
4. Now, an SRD is created for Company B using a PDT and AOT with the Incident 
Template from #3 related to it.

SO far, so good.

5. Joe User goes to Request Entry and because he is a part of both Company A 
and Company B, he can request the Company B service.

Still good!

6. After hitting Submit, however, the Fulfillment Incident is never created and 
the error is that the Product Categorization is invalid.

Upon further investigation, I have found that this is because on the Incident 
Interface form, there is workflow that looks up Joe User on the people form and 
uses field ID 1000000001 from the people form to fill in the Company field on 
the Interface form. Because of this, the Company is set to Company A which 
doesn't have access to the Product Catalog entry which is specific to Company B.
I have tried to hard code the Categorizations and Company on the PDT but this 
does not work.

I am not sure if this is issue has been corrected in 7.6.03/04 but it is 
definitely a show stopper when it comes to segregating data.

-Tauf Chowdhury

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