<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p data-pasted="true"><strong>In this guide we will cover:</strong></p><p><strong>- What are Maintenance Windows </strong></p><p><strong>- Enabling Maintenance Windows </strong></p><p><strong>- Environments </strong></p><p><strong>- Calendar view </strong></p><p><strong><br></strong></p><p><span style="font-size: 11pt;"><strong>Related guides: </strong></span></p><ul><li style="font-size: 11pt;"><a href="https://usehalo.com/haloitsm/guides/1926"><strong>Change Management</strong> </a></li></ul><p data-pasted="true"><strong><span style="font-size: 14pt;">What are Maintenance Windows</span></strong></p><p><span style="font-size: 11pt;">Maintenance Windows are a scheduled 'Window' of time for changes and updates to occur without causing as great of an impact. </span></p><p><br></p><p data-pasted="true"><strong>Note: This feature is dependent on assets being managed as services, this is typically only the case for ESMs. To use these settings you will need to enable "Allow automatic linking of Assets and Service Catalogue" in Configuration > Asset Management > General Settings.</strong></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 14pt;">Enabling Maintenance Windows </span></strong></p><p><span style="font-size: 11pt;">Head to Configuration > Asset Management > General Settings, and select "Allow automatic linking of Assets and Service Catalogue". </span></p><p><br style="box-sizing: inherit;"></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY1ODQwYjljLTVjYTEtNDM4ZC04NDhhLWM4YjFmZjIzMjgyNSJ9.mjmbQ7NcK_XvyuasPcb-VAl25QiCT-4_MuYgKmpG0Go" width="1052" height="333" style="box-sizing: inherit; border-style: none; text-align: left; width: 1054px; height: 332.905px;" class="fr-fil fr-dib"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 1. Allow automatic linking of Assets and Service Catalogue</span></strong></p><p><span style="font-size: 11pt;"><br style="box-sizing: inherit;"></span></p><p><span style="font-size: 11pt;">Once enabled, head to Configuration > Tickets > Change Management, and select the "Enable Maintenance Windows" checkbox found under the Maintenance Windows section.</span></p><p><br style="box-sizing: inherit;"></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU5NTcyOTQ4LWU5NjEtNDZkMC04ZTVmLWJmYWQ2Nzk5YzhlOSJ9.rMIkwdMQLAVuu8xtg_X4TfYDOoYRxcm3w5p7uVOnjio" width="1058" height="346" style="box-sizing: inherit; border-style: none; text-align: left; width: 1060px; height: 346.287px;" class="fr-fil fr-dib"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 2. Enabling Maintenance Windows </strong></span></p><p><br></p><p data-pasted="true"><span style="font-size: 11pt;">You can create Maintenance Windows at 4 different levels:</span></p><p><span style="font-size: 11pt;"><br></span></p><ul><li style="font-size: 11pt;">Global</li><li style="font-size: 11pt;">Asset type</li><li style="font-size: 11pt;">Site </li><li style="font-size: 11pt;">Asset - The asset type setting "Allow maintenance windows per asset" must be enabled to use this setting (Configuration > Asset Management > Asset Type, Change Management tab) </li></ul><p data-pasted="true"><span style="font-size: 11pt;">When logging a change request with a start and an end date, the primary asset will be checked to see if it falls within a maintenance window. This checks the primary asset and any upstream relationships it has, provided each asset's asset type has "is a service" set to true. If any of these assets are outside of a maintenance window, a prompt will be shown asking if the ticket should still be logged.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJmNzUzZmY1LTJiNTMtNDQ4YS04NjhmLWZhMWY0ZTViNDBhYSJ9.N-1hEaSscAA9J92y1JFSnypem5cSK9bhXgB4xpqfL_U" class="fr-fic fr-fil fr-dib" width="948" style="width: 950px; height: 375.581px;" height="376"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 3. Outside Maintenance Window Pop-up </strong></span></p><p><br></p><p><span style="font-size: 11pt;">You will now be able to add the new field "Is In Maintenance window" to tickets. </span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhhOWI4ZDk1LTA2ZjItNDk2ZS1hNWIxLTRkZDE0OTIyOTJlMCJ9.X8JMBJFzUxij2516rFabYyEBOoS4G_xXIouW_yZj7aY" class="fr-fic fr-fil fr-dib" width="733" height="847"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 4. Adding Is In Maintenance Window field to a Ticket </strong></span></p><p><br></p><p><span style="font-size: 11pt;" data-pasted="true">This will automatically be set to true or false based on if all assets are within a maintenance window. This can then be used as a criterion for approvals, ticket rules, etc.</span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImEyNTkyYmUxLTliMjktNGQ5My1iMDdmLTdhM2M1ZmJmM2VhNCJ9.984XXKtvzEEL9mt9PBXneOCe4CiXn7kJMwlcFEVLh5o" class="fr-fic fr-fil fr-dib" width="736" style="width: 738px; height: 695px;" height="695"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 5. Is In Maintenance Window field</strong></span></p><p><br></p><p><span style="font-size: 11pt;">There is also a setting to prevent tickets from being logged if the assets are not within a maintenance window: "Prevent logging of change requests that aren't within maintenance windows"</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJlNjBjNjRiLTUyNGUtNDJhMS04ZjcyLWMzZmYyNDVmOTRmYiJ9.7GmsI-nVxOM9V5pHXS_sF-rGoT5xOoIjIiWwf_SD6l8" class="fr-fic fr-fil fr-dib" width="1173" style="width: 1175px; height: 619.429px;" height="619"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 6. Adding Is In Maintenance Window field to a Ticket </strong></span></p><p><br></p><p><span style="font-size: 11pt;">When the settings "Minimum days ahead to check for upcoming maintenance windows" and "Maximum days ahead to check for upcoming maintenance windows" are set (see Fig 7), tickets that are logged outside of maintenance windows will suggest any applicable upcoming windows in that range. These suggestions will be split into the separate levels: global, asset, asset type, and site. </span></p><p><span style="font-size: 11pt;"><br style="box-sizing: inherit;"></span></p><p><span style="font-size: 11pt;">With this enabled, you can also enable the setting "When a window is matched, suggest upcoming higher precedence maintenance windows". When logging a ticket, the type of maintenance window that was matched will be checked, and, if any types are of higher precedence, it will suggest ones of that type in the upcoming period. </span></p><p><br></p><p><span style="font-size: 11pt;">The precedence is as follows: </span></p><p><span style="font-size: 11pt;"><br style="box-sizing: inherit;"></span></p><ol><li style="font-size: 11pt;">Asset</li><li style="font-size: 11pt;">Owning Business Application</li><li style="font-size: 11pt;">Asset Type</li><li style="font-size: 11pt;">Site </li><li style="font-size: 11pt;">Global</li></ol><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjkzNGQ4MDNkLTFjOWQtNGI3ZC1hZDUwLTFmZWM2ZjE2MzM3MiJ9._R8bMUoknhRlrzi2eKMKnZgiJ1kCqNUBmSNzhQmB7Lc" class="fr-fic fr-fil fr-dib" width="1281" style="width: 1283px; height: 138.297px;" height="138"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 7. Enabling Maintenance Windows </strong></span></p><p><br></p><p><span style="font-size: 14pt;"><strong data-pasted="true">Environments</strong></span></p><p>You can also enable the setting "Enable Environments" in Asset Management > General Settings. This allows you to set allowed environment types against any asset type with "Is Business Application" set. You will then see an "Environments" button where you can configure all your environments. </p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJlOGM1OGRlLTI0MGMtNDc0YS1iYjllLWJlM2VlN2UzY2JjMSJ9.HetCh9WHMObV3M4kW4d1fGzfatlciwIuHSGx1pStLJY" width="1054" height="235" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; width: 1056px; height: 235.439px; max-width: none !important;" data-pasted="true" class="fr-fic fr-dii"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 8. Enabling Environments </strong></span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImExZTQ5ODhmLTBiOTEtNDcwNC05MzE4LWU5YTg5MTIwZjIzNyJ9.wE0wbJjs5uEJ4gvz-0ocbjTxgsPj_aODzsTo5n3yUKU" width="974" style="width: 976px; height: 558.871px;" height="559" class="fr-fic fr-dii"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 9. Is Business Application checkbox</strong></span></p><p><span style="font-size: 10pt;"><strong> </strong></span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRhN2U5MTFmLTBiOWMtNDQwNC04NDJiLTI0MGIyOTZkMWJlMSJ9.y1MbW9TBTfSqvUNGb-JRywtrD-Rr6tv-3ondVjatveE" width="978" height="575" class="fr-fic fr-dii"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 10. Choosing Environments </strong></span></p><p data-pasted="true"><span style="font-size: 10pt;"><strong> </strong></span></p><p>Any asset that is a "Owning Business Application" must have one of those allowed environments set against it.</p><p><br></p><p>Maintenance windows can then be inherited from the business application to the child, if the window is against the correct environment. </p><p><span style="font-size: 14pt;"><br></span></p><p data-pasted="true"><strong><span style="font-size: 14pt;">Calendar view </span></strong></p><p data-pasted="true"><span style="font-size: 11pt;">Change freeze periods and maintenance windows relating to assets can be shown on the calendar. To allow this, head to Configuration > Asset Management > General Settings, and select "Allow automatic linking of Assets and Service Catalogue" (see Fig 1). Against the ticket area or list, enable "Show change freeze periods and maintenance windows in the calendar view". This will display all windows and periods that are applicable to the assets on tickets in that view. </span></p><p><span style="font-size: 11pt;"><br style="box-sizing: inherit;"></span></p><p><span style="font-size: 11pt;">The colour for these windows and periods to display as on the calendar can also be adjusted. To do this head to Configuration > Tickets > Change Management and choose the colour from the selection shown below. To change the colour of maintenance windows they must first be enabled, to do this make sure "Allow automatic linking of Assets and Service Catalogue" is turned on in Configuration > Asset Management > General Settings (see Fig 1), and make sure to select the "Enable Maintenance Windows" checkbox shown below. </span></p><p><br style="box-sizing: inherit;"></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM4MmRiODA1LTM2YjctNDA5NC1iZTQ0LTdhMTFjYmNkMmE2YyJ9.8Rf4xHtpM8i2fqw1Xq6Y1MwkAQvEPqXmlyZPEX_30ZU" width="813" height="756" style="box-sizing: inherit; border-style: none; text-align: left;" class="fr-fil fr-dib"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 11. Changing the colour on the calendar</span></strong></p><p><br></p><p><br></p>
