Enabling BMC Remedy ITSM integration for job approval

If your environment has been configured to integrate BMC Server Automation with BMC Remedy ITSM Change Management (as described in the BMC Continuous Compliance for Server Automation solution in the BMC BladeLogic Automation Suite online documentation), you can track these infrastructure changes when the change is initiated by the BMC Server Automation operator. To fully enable the integration, complete the configuration tasks described in this topic in BMC Server Automation.

Note

Setting up the connection to BMC Atrium Orchestrator is necessary also for the creation of Workflow Jobs through the BMC Server Automation Console. For more information, see Creating and modifying Workflow Jobs.

Related videos

The following videos demonstrate the basic process.

Configure job approval video

  https://www.youtube.com/watch?v=XaHc4JrKg0A&feature=youtu.be

Configure the BMC Atrium Orchestrator server in BMC Server Automation video

  https://www.youtube.com/watch?v=XaHc4JrKg0A&feature=youtu.be

Before you begin

  • For a successful integration of your BMC Server Automation environment, ensure that the RSCD agents on the target servers are of the same version as the Application Server. If the Application Server was upgraded from an earlier version of BMC Server Automation, the RSCD agents can also be of that earlier version.
  • To avoid time offset and ambiguity, ensure that the server time zones for BMC Server Automation, BMC Atrium Orchestrator, and BMC Remedy IT Server Management are all the same.
  • From the BMC Server Automation Console, ensure that your role is granted the AOConfig.* and the AutomationPrincipal.* authorizations.

To set up the connection to BMC Atrium Orchestrator

Using the BMC Server Automation Console, you must add the configuration information required to connect to BMC Atrium Orchestrator.

Note

The integration between BMC Server Automation and BMC Atrium Orchestrator supports connections to a single grid only. The connection with BMC Atrium Orchestrator is established through the CDP or through a high availability CDP (HACDP). Other types of peers are not supported.

  1. Select Configuration > AO Configuration.
  2.  On the AO Configuration dialog box, click Add.
  3.  On the Add New AO Configuration dialog box, enter the configuration information required to connect to BMC Atrium Orchestrator, and then click OK.

    Parameter

    Description

    Host

    IP address or fully-qualified host name of the BMC Atrium Orchestrator CDP server.

    Port

    Port number used to connect to the BMC Atrium Orchestrator CDP.

    Grid Name

    Name defined for the BMC Atrium Orchestrator grid. Specify the name of a grid only if this is the first defined CDP connection. For additional CDP connections (see step 4), this field is read-only, as all defined connections must be on the same grid.

    User Name

    Name of the BMC Atrium Orchestrator user used to log on to the CDP. This user must be associated with the ADMIN role in BMC Atrium Orchestrator.

    Password

    BMC Atrium Orchestrator password for the specified user.

    Time-out

    Amount of time, in seconds, before a BMC Server Automation job that connects to BMC Atrium Orchestrator times out. The default is 300 seconds (5 minutes).

    Primary AO

    Specifies this CDP as the primary instance. In a high-availability environment with multiple CDP instances, ensure that you select the correct CDP, as defined in BMC Atrium Orchestrator.

    SSL enabled?


    To test if you can connect to the CDP using the host, port, grid name, user name, and password details that you specified, click Check Connection.

  4.  To add additional CDP connections to BMC Atrium Orchestrator to ensure high availability, repeat step 2 and step 3 for each additional CDP instance of the same grid.
    If you define multiple BMC Atrium Orchestrator CDP instances, ensure that only one of your CDPs is set as the primary instance (using the Primary AO check box). Multiple CDPs installed on a grid form an HACDP environment and allow communication to continue even if a connection with one CDP fails.
  5. In the AO Configuration dialog box, click OK to save your changes and close the dialog box.

To configure job approval for job types

The Approval Configuration option enables you to configure whether or not jobs of a given type require BMC Remedy ITSM approval. By default, the approval for each supported job type is turned off. This topic provides instructions for enabling or disabling the BMC Remedy ITSM job approval capability at the job type level, if integration with BMC Remedy ITSM for job approval is desired.

  1. From the BMC Server Automation Console, select Configuration > Approval Configuration.
  2. On the Job Approval Required Configuration dialog box, set the Approval Required option for each available job type.
  3. Click OK.

All job types with Yes specified for the Approval Required option require that you complete the Approval tab information in the job wizard.

To assign job approval permissions

Use this procedure to assign permissions to different BMC Server Automation roles for integrating job execution with BMC Remedy ITSM. Assign the appropriate approval types to each user role. When a user logs on, only the job approval types assigned to the user's role are listed when executing a job that requires ITSM approval. 

  1. In the RBAC Manager workspace of the BMC Server Automation Console, select Roles.
  2. Right-click a role and select Open.
  3. On the Role - General tab, click the Systems sub-tab.
  4. To enable specific BMC Remedy ITSM job approval permissions to users with this role, choose and assign the relevant combination of authorizations from the ApprovalType.* family of authorizations.

    Note

    By default, the BLAdmins Role has all approval permissions.

    For more information about these approval types, see Executing a job with BMC Remedy ITSM approval.

    1. Select any of the following authorizations in the the Available Authorizations list. Use Shift-click or Control-click to select multiple items.
      • ApprovalType.Automatic
      • ApprovalType.Manual
      • ApprovalType.Emergency
      • ApprovalType.NoApproval

    2. Click the right arrow to move your selections to the Selected Authorizations list.
    For example, you might create a role for junior operators that has only Manual permission, ensuring that any jobs that they initiate are reviewed and approved by BMC Remedy ITSM before execution.
  5. Save the role.

Where to go from here

Proceed to BMC Continuous Compliance for Server Automation solution in the BMC BladeLogic Automation Suite online documentation, to execute the Continuous Compliance for Servers use cases.

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