This documentation supports the 21.3 version of BMC Helix CMDB.

To view an earlier version, select the version from the Product version menu.

Setting up and going live

BMC has consolidated Service Management products into a single environment known as BMC Helix Innovation Suite that combines capabilities of AR System and BMC Helix Innovation Studio. This allows you to simplify your deployment architecture significantly and considerably reduce operational costs. 

BMC Helix Innovation Studio simplifies administration, provides new development capabilities, improves the ability to interoperate between applications, and reduces operational costs.

Onboarding and implementing BMC Helix CMDB

Before you make BMC Helix CMDB available to the users in your company, as a configuration manager, complete the following system configurations: 

    The following image provides an overview of the process:

    The following table provides a list of tasks to set up your BMC Helix CMDB for SaaS users:

    Task Action Reference
    BMC - Configure product activation
    1 Share system access details and user credentials.

    BMC sends you an activation email that contains environment details and system information such as login URL and administrator credentials.

    Important: Out-of-the-box BMC Helix Single Sign-On is configured to use the user accounts within an AR System for authentication.

    However, if you are using SAML-based authentication within your organization and want to configure BMC Helix Single Sign-On to use that for authentication, you must submit a request to BMC Support for the BMC Helix Single Sign-On configuration with SAML.

    Configuration Manager - Perform basic configurations
    2

    Set up user accounts and grant access to manage and maintain the system.

    3

    Set up Foundation data by using any of the following methods:

    • Create Foundation data one at a time
    • Load the Foundation data in bulk

    Setting up Foundation data for custom applications Open link

    Configuration Manager - Perform advance configurations
    4

    Configure Atrium Integrator and run the Atrium Integrator job to synchronize the data from external data sources.

    5

    Discover and synchronize the data with CMDB by using BMC Discovery, BMC Client Management, MS SCCM, and so on.

    Integrating
    6 Verify and configure Product Catalog and Normalization. Run the normalization job.
    7 Verify and configure Reconciliation jobs, identification rules, and merge precedence rules. Run the reconciliation job to create the production dataset. Merging duplicate CIs by reconciling data from multiple sources

    The following image provides an overview of the process:

    The following table provides a list of tasks to set up your BMC Helix CMDB for on-premises users:

    Task Action Reference
    BMC - Make deployment artifacts available
    1

    Make deployment artifacts available.

    Host BMC Helix CMDB container images and token to access the images on the Electronic Product Download (EPD) site and make the deployment artifacts available for download.

    System administrator - Set up system requirements and perform deployment
    2

    Make sure that your system meets the hardware and software requirements.

    System requirements Open link in BMC Helix Innovation Suite Deployment documentation.

    3 Download the artifacts required to perform the installation from the BMC Electronic Product Distribution (EPD) site.

    Downloading the Git repositories and container access key Open link in BMC Helix Innovation Suite Deployment documentation.

    4 Run the HELIX_ONPREM_DEPLOYMENT pipeline.

    Performing the installation Open link in BMC Helix Innovation Suite Deployment documentation.

    5 Perform post installation configurations.

    Performing the postinstallation configurations Open link in BMC Helix Innovation Suite Deployment documentation.

    Configuration Manager - Perform basic configurations
    6

    Configure BMC Helix Single Sign-On to authenticate BMC Helix CMDB users through a SAML authentication.

    Configuring the URL to access CMDB Portal through Mid Tier
    7

    Set up user accounts and grant access to manage and maintain the system.

    8

    Set up Foundation data by using any of the following methods:

    • Create Foundation data one at a time
    • Load the Foundation data in bulk

    Setting up Foundation data for custom applications Open link

    Configuration Manager - Perform advance configurations
    9

    Configure Atrium Integrator and run the Atrium Integrator job to synchronize the data from external data sources such as BMC Client Management, MS SCCM, and so on.

    10

    Discover and synchronize the data with CMDB

    by using BMC Discovery.

    Integrating
    11 Verify and configure Product Catalog and Normalization. Run the normalization job.
    12 Verify and configure Reconciliation jobs, identification rules, and merge precedence rules. Run the reconciliation job to create the production dataset. Merging duplicate CIs by reconciling data from multiple sources

    After setting up CMDB in your environment, configure the CMDB Dashboard utility and regularly monitor the health of your CMDB. For more information, see Configuring Key Performance Indicators for CMDB.


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