projectdoc Toolbox

Provides doctypes to document services and systems for IT service management (ITSM).

Categories
Status
AVAILABLE
Source Repository
Issue Management
Atlassian Marketplace

English and German by Default

 

All doctype add-ons are available in English and German language (except for the V-Modell XT add-on for which only German is supported).

For more information on this topic please refer to Localization.

This add-on provides document types to document services and systems of an organization based on the projectdoc Toolbox for Confluence.

The document types (or blueprints) allow to document service management from a strategic point of view. Define types of services and systems and create a documentation that is easy to navigate! The projectdoc Toolbox also supports teams to integrate information from remote information systems via the Web API Extension (based on REST) or the Information Systems Extension. With the Web API Extension information can be pushed into projectdoc documents, while the Information Systems Extension provides macros to link or transclude information.

 

See Confluence as the Information Hub as an introduction to integration options.

Your approach may be based on any framework, such as the IT Infrastructure Library (ITIL) managed by AXELOS. If the pre-configured set of blueprints do not meet your requirements or your selected framework, you may adjust them using the sources published on Bitbucket.

 

This project is in an early state of development. It is not bound to a particular framework or approach.

If you decide to build your own version of service management doctypes, have a look at the Doctype Maven Plugin to model your documents and create a blueprint add-on for Confluence Server.

Prerequisites

The Doctypes for Service Management requires the projectdoc Toolbox to be installed. The projectdoc Toolbox has a commercial license and is available on the Atlassian Marketplace.

The add-on also uses blueprints from the Core Doctypes for projectdoc (like Role or Stakeholder). This add-on is available on the Atlassian Marketplace for free.

Please install the following add-ons on your Atlassian Confluence server:

1. Install projectdoc Toolbox

Space Blueprint

The add-on provides a blueprint to create a space for service management.

List of Doctypes

The following doctypes help to document and manage services.

Additional doctypes supporting service management documentation are found in the Core Doctypes (e.g. Roles, Stakeholders, and Tours).

#NameCategoryShort Description
1Access Information
Credentials for development systems where the password is known to all who have access to the Confluence wiki.
2Access Information Type / Services / Organization

Type-specific category for access information.

3Application / Services / Operations
Applications provided functions required by services. Applications may be hosted on one or more systems.
4Application Type / Services / Organization

Type-specific category for applications.

5Change/ Services / Design
Document a single change to configuration items or assets.
6Change Severity / Services / Organization

Add an severity to classify changes.

7Change Status / Services / Organization

Add a status to categorize changes.

8Change Theme / Services / Organization

Add a theme to group changes.

9Change Type / Services / Organization

Type-specific category for changes.

10Configuration Item / Services / Operations
Configuration items (CIs) may be (sub-)systems or components. Whatever may change and needs to be tracked may be documented as a CI.
11Configuration Item Status / Services / Organization

Signals the status of an IT system, application, or a configuration item.

12Configuration Item Type / Services / Organization

Type-specific category for configuration items.

13Dataset / Services / Strategy

Datasets are used as the input and output of processes.

14Dataset Type / Services / Organization

Type-specific category for datasets.

15Deployment / Services / Operations
Deployments provide information about updates on services and systems to users.
16Deployment Record / Services / Operations
Record a deployment to a IT system.
17Deployment Record Type / Services / Organization

Type-specific category for deployment records.

18Deployment Type / Services / Organization

Type-specific category for deployments.

19IT Activity / Services / Strategy
IT Activities define activities for processes.
20IT Activity Type / Services / Organization

Type-specific category for IT activities.

21IT Asset / Services / Strategy
IT Assets define assets required or produced by processes.
22IT Asset Type / Services / Organization
Type-specific category for IT assets.
23IT Function / Services / Operations
Functions are specialized organizational units to support business processes.
24IT Function Type / Services / Organization

Type-specific category for IT functions.

25IT Procedure / Services / Operations

IT Procedures define procedures for processes.

26IT Procedure Type / Services / Organization

Type-specific category for IT procedures.

27IT Process / Services / Strategy
Processes organize activities to create a defined business value.
28IT Process Type / Services / Organization

Type-specific category for IT processes.

29IT Service / Services / Strategy
IT Services provide business relevant services for customers.
30IT Service Classification / Services / Organization

Classifiers to categorize services.

31IT Service Classification Type / Services / Organization

Type-specific classification for IT services.

32IT Service Status / Services / Organization

Signals the status of an IT Service.

33IT Service Type / Services / Organization

Type-specific category for IT services.

34IT System / Services / Operations
Systems are part of environments where products are deployed to.
35IT System Type / Services / Organization
Systems are categorized by their type. These types may be quite concrete since systems by nature reference a hard- or software system usually by their IP address or DNS name. Therefore a system type may be 'Artifact Repository' or 'Virtual Server. And types may build hierarchies.
36Lifecycle / Services / Organization

Add lifecycles to group lifecycle phases.

37Lifecycle Phase / Services / Organization

Lifecycle phases define phases that are bound to a lifecycle.

38Location / Services / Strategy

Locations provide information about the whereabouts of assets, configuration items, and systems.

39Location Type / Services / Organization

Type-specific category for locations.

40Process Impact / Services / Strategy
Impacts define how the results of processes affect the world.
41Process Impact Type / Services / Organization

Type-specific category for impacts.

42Process Outcome / Services / Strategy
Outcomes define the results of processes.
43Process Outcome Type / Services / Organization

Type-specific category for outcomes.

44Release / Services / Strategy
Releases document the changes that are applied to a published version of a service.
45Release Type / Services / Organization
Type-specific category for releases.
46Service Announcement / Services / Operations

Announcements communicate with stakeholders information about a service.

47Service Announcement Type / Services / Organization

Type-specific category for service announcements.

48Service Level/ Services / Design
Describe a service level for a service.
49Service Level Agreement/ Services / Design
Provide information about a service level agreement (SLA).
50Service Level Agreement Type / Services / Organization

Type-specific category for service level agreements.

51Service Level Requirement/ Services / Design
Describe a requirement in terms of a service level.
52Service Level Requirement Type / Services / Organization
Type-specific category for service level requirements.
53Service Level Type / Services / Organization

Type-specific category for service levels.

54Trigger / Services / Strategy

Triggers define signals for activities and processes.

55Trigger Type / Services / Organization

Type-specific category for triggers.

56Work Instruction / Services / Operations
Work Instructions define procedures for processes. Provide the most detailed information here how tasks are to be executed. This includes best practices.
57Work Instruction Type / Services / Organization
Type-specific category for work instructions.

Resources

Service Management Documentation
Communicate the necessary information on maintaining and using a service of your portfolio.
Doctypes
Doctypes define properties and sections for documents. They are essentially Confluence Blueprints that help to create pages in your wiki based on templates.
Doctypes Overview
List of all doctypes provided by add-ons. Provides an overview over doctype IDs and blueprint keys.
Macros
List of macros provided by the projectdoc Toolbox.
Doctypes for Business Strategy
Mission, vision, strategy for business planning and execution.
ITSM and Business Strategy Doctypes
Blog article for the release of this add-on on the Atlassian Marketplace.