Manage a plan

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If an administrator configures an approval constraint for a product, the constraint is triggered when you launch the product, update a product instance, or terminate a product instance as an end user. You must create a plan and get approval before you can proceed. This topic uses launching a product as an example to show how to create, review, cancel, and execute a plan.

Background information

For more information about how to create an approval constraint, see Manage an approval constraint.

Create a plan

  1. Log on to the Service Catalog console as an end user.
  2. In the left-side navigation pane, click Products.
  3. On the Products page, find the product that you want to launch and click Launch product in the Operation column.
  4. After configuring the product launch parameters, click Create Plan.
    For more information about how to launch a product, see Launch a product.
  5. In the Create Plan dialog box, enter the PlanName and Description.
  6. Click Confirm.

Review a plan

After you create a plan, an approver must approve it before you can launch the product. Administrators specify approvers when creating an approval constraint. An approver can be the administrator or another end user.

  1. Log on to the Service Catalog console as an approver.
  2. In the navigation pane on the left, click Plans.
  3. On the ReceivedRequests tab, find the target plan and click Approve or Reject in the Operation column.

Cancel a plan

You can cancel a plan that has not been executed.

  1. Log on to the Service Catalog console as an end user.
  2. In the left-side navigation pane, click Plans.
  3. On the My Plan tab, find the plan that you want to cancel and click Cancel in the Operation column.
  4. In the Cancel dialog box, click Confirm.

Execute a plan

After a plan is approved, execute it to perform the corresponding operation.

  1. Log on to the Service Catalog console as an end user.
  2. In the left-side navigation pane, click Plans.
  3. On the My Plan tab, find the plan that you want to execute and click Execute in the Operation column.
  4. In the Execute dialog box, click Confirm.
    Once the plan is executed, the system creates the product instance. You can view instance details on the Instances page.