83 lines
3.8 KiB
Markdown
83 lines
3.8 KiB
Markdown
# How-to-create-a-change-request-in-SM9_693603362
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This guide introduce how to create a change request in SM9.
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#### Step 1: Log into SM9
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1. Log into SM9 with your OT credential( short name for login name)
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[https://sm.opentext.com/sm/index.do](https://sm.opentext.com/sm/index.do)
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#### Step 2: Copy a change
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1. Search an existing change(e.g. C2144659 EU3/US7 25.1.2 Upgrade).
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2\. In the details page of above change,click 'Copy Record'.
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#### Step 3: Fill out the details of new change
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1. New change is now in "Change Logging" phase,fill in all the fields marked with and asterish(\*). Please also input the required entities which is highlighted in red box.
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2. Under Change Details,fill out 'Technical Plans and Concurrences', 'Testing', 'Risk Calcualtor'.
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You can put the change ID for Trail farm in the pre-prod CR number.
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After you fill out the Risk Calculator,click "Click Here to Calculate Before Saving".
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3. Save the change
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4. In the Activities, fill 'Update Type' and "Update Comments" and click 'Close Phase'. This will move change to "Change Assessment & Planning" Phase.
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5. Again,In the Activities, fill 'Update Type' and "Update Comments" and click 'Close Phase'. This will move change to "Change Review" Phase.
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6. In "Change Review" Phase, Under "Technical Plans and Concurrences",check the box "Expert Review Concurrence".
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In the Activities, fill 'Update Type' and "Update Comments" and click 'Save'. This will move change to "Prepare for Change Approval" Phase.
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7\. Inform Management team to approve this change.
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#### Step 4: Close change
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After the upgrade has been implemented, close the change in SM9 after change is successfully implemented.
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Click 'Closing info' and input closing detail. Click 'Close Phase' to close the change.
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## Attachments:
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[image-2025-3-17\_13-35-28.png](attachments/693603362/693603384.png) (image/png)
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[image-2025-3-17\_13-40-12.png](attachments/693603362/693603398.png) (image/png)
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[image-2025-3-17\_15-15-7.png](attachments/693603362/693603805.png) (image/png)
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[image-2025-3-17\_15-16-15.png](attachments/693603362/693603814.png) (image/png)
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[image-2025-3-17\_15-19-28.png](attachments/693603362/693603838.png) (image/png)
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[image-2025-3-17\_15-37-29.png](attachments/693603362/693603902.png) (image/png)
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[image-2025-3-17\_15-40-39.png](attachments/693603362/693603916.png) (image/png)
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[image-2025-3-17\_15-45-1.png](attachments/693603362/693603930.png) (image/png)
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[image-2025-3-17\_15-49-25.png](attachments/693603362/693603944.png) (image/png)
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[image-2025-3-17\_15-51-15.png](attachments/693603362/693603950.png) (image/png)
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[image-2025-3-17\_15-53-58.png](attachments/693603362/693603960.png) (image/png)
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[image-2025-3-17\_15-58-47.png](attachments/693603362/693603968.png) (image/png)
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[image-2025-3-17\_16-0-41.png](attachments/693603362/693603976.png) (image/png)
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[image-2025-3-17\_16-3-18.png](attachments/693603362/693603982.png) (image/png)
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[image-2025-3-17\_16-6-35.png](attachments/693603362/693604011.png) (image/png)
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[image-2025-3-17\_16-7-37.png](attachments/693603362/693604015.png) (image/png)
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[image-2025-5-20\_16-43-1.png](attachments/693603362/703391633.png) (image/png)
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[image-2025-5-20\_16-44-49.png](attachments/693603362/703391642.png) (image/png)
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[image-2025-5-20\_16-46-0.png](attachments/693603362/703391650.png) (image/png)
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