Client software distribution ordering process
Summarize
Summary of Client Software Distribution Ordering Process
The Client Software Distribution (CSD) 2.0 process allows users to order software through the service catalog. Orders can be made by individuals or approved users on behalf of others, with options varying based on configuration settings. Key fields in the ordering process include lease start and end dates, with validation ensuring future dates are selected.
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Key Features
- Lease Start and End Dates: Users must specify a lease start date, and an optional lease end date if the software item is configured for revocation.
- Access Types:
- Restricted: The User field is hidden, and the logged-in user selects from devices assigned to them.
- Delegated: The User field is available for selecting other users, with device options limited to those assigned to the chosen user.
- Approval Process: If ordering for another user, an approval request is automatically sent to that user's manager unless the requester is the manager.
Key Outcomes
Users can effectively manage software orders, ensuring proper lease periods and necessary approvals are in place. For software managed via Microsoft Endpoint Configuration Manager, leases are automatically handled to uninstall software at the end of the lease. This streamlines the software management process and enhances compliance with contractual terms.
Software deployed by CSD 2.0 can be ordered from the service catalog by individual users or by approved users on behalf of others.
CSD 2.0 catalog items have different options, depending on how ordering is configured.
Lease start and end dates
All software deployed by CSD 2.0 requires users to specify the beginning date for the lease.
If the catalog item is configured for revocation (uninstall), the form displays the Lease end field, which allows the requester to define an end date and time for the lease. The system validates user input in these fields to ensure that the dates selected define a future window. The Lease end field is not mandatory and can be left blank to order software with no end date.
Software offered only to the logged in user
If the software catalog item is configured with Access Type as Restricted, the User field does not appear on the order form. The logged in user selects the device on which to deploy the software from the Device to install this software on field. Only those devices assigned to the logged in user appear in the list.
In this example, a user has logged into the service catalog to order Google Chrome for the assigned computer. User selects the machine from a list of devices and selects the date and time the lease should begin.
Software ordered on behalf of another user
If the software catalog item is configured with Access Type as Delegated, the User field appears on the form. The logged in user can select any user from this field. The Device to install this software on field only lists the devices assigned to the user selected in the User field. If an approval is required for software ordered on behalf of another user, the system automatically sends an approval request to the manager of the user receiving the software. The approval is skipped if the requester is the named user's manager.
In this example, a manager is ordering Google Chrome for a contractor. The manager selects the contractor from the User field and then chooses a computer from the list of devices assigned to the contractor. This software has a Microsoft Endpoint Configuration Manager uninstall collection configured, which enables the manager to select an end date for the lease that coincides with the end of the user's contract. When the lease expires, Microsoft Endpoint Configuration Manager automatically uninstalls the software from the device.
- For Jamf, the device must have its serial number populated in the device table.
- For Microsoft Endpoint Configuration Manager, the name must be populated.