This documentation supports the 18.08 version of Remedy Action Request System.

To view the latest version, select the version from the Product version menu.

Adding Content Type to the package


This topic describes the procedures that you perform to add a specific Content Type. Select a Content Type and perform the procedure for the selected Content Type.

To add a packing list to a package

BMC recommends using this option to add packing list to an application package.

  1. In the Package Details console, from the Content Type list in the Deployment Package Contents panel, select Add Packing List.

  2. From the Include Object Type list, select if you want to add Base onlyOverlay only or Both type of objects to the package.
    • Base only – Displays all the out-of-the-box objects.
    • Overlay only – Displays only the overlay and custom objects.
    • Both – Displays all the overlay and custom objects along with their base objects.
  3. In the Packing List Name field, enter the name of the packing list or click Search to select existing packing lists created in BMC Remedy Developer Studio. For more information, see Creating packing lists

  4. Click Add.

To add a definition to a package

  1. In the Package Details console, from the Content Type list in the Deployment Package Contents panel, select Add Definition.
  2. From the Include Object Type list, select if you want to add Base onlyOverlay only or Both type of objects to the package.
    • Base only – Displays all the out-of-the-box objects.
    • Overlay only – Displays only the overlay and custom objects.
    • Both – Displays all the overlay and custom objects along with their base objects.
  3. Enter the information in the required fields:
    1. From the Type of Object list, select the required definition type.
    2. In the Name of Object field, enter the name of the relevant object. 
      You can also click Search to select object you created in BMC Remedy Developer Studio.

  4. Click Add.
    You can select multiple objects by clicking CTRL + Select.

To add AR object to an application package


  1. In the Package Details console, from the Content Type list in the Deployment Package Contents panel, select Add AR Definition.
  2. From the Type Of Object list, select Container.
  3. From the Include Object Type list, select if you want to add Base onlyOverlay only, or Both type of objects to the package.
  4. In the Name of Object+ field, perform the following:
    1. If you know the name of the object, type the object name and press Enter.
    2. If you do not know the name of the object, open the object search form by pressing Enter in the field.
    The RDA:DeploymentObjectSearch form opens.
  5. From the Type ofContainer list, select an option.
    The following options are available:
    • Active Link Guide
    • Application
    • Packing List
    • Filter Guide
    • WebService
  6. Click Search
    The list of available objects is displayed. 
  7. Click Select.


The selected AR object is added to the application package.

To add a delete definition command to the package

  1. In the Package Details console, from the Content Type list in the Deployment Package Contents panel, select Delete Definition.
  2. From the Include Object Type list, select if you want to delete Base onlyOverlay only or Both type of objects from the package.
    • Base only – Displays all the out-of-the-box objects.
    • Overlay only – Displays only the overlay and custom objects.
    • Both – Displays all the overlay and custom objects along with their base objects.
  3. Enter information in the required fields:
    1. From the Type of Object list, select the required definition file.
    2. In the Name of Object field, enter the name of the object.
      You can also clicSearch to select the object that should be deleted from the environment when the package is deployed.

  4. Click Add to delete the files from the package.
    You can select multiple objects by clicking CTRL + Select.

To add data to a package

  1. In the Package Details console, from the Content Type list in the Deployment Package Contents panel, select Add Data.
  2. Enter information in the required fields:

    1. From the Form Name list, select the name of the form from where you want to add the data or click Search to select the form.
    2. The items in the Data Qualification list are populated based on the form you select from the Form Name list.
      From the Data Qualification list select the fields that you want to add to build the qualification to select the data.
    3. Select an option from Import Option field.
      Merge No Rollback
      Overwrite and Rollback
      Merge and Rollback
    4. Select the following options for Suppress Filters:
      • Yes: Suppress all the filters that are applied on the records.
      • No: Execute all the filters that are applied on the records.
    5. From the Duplicate Request Ids list, select an option.

    6. From the Match Duplicates By list, select the fields with which you want to find the duplicate records.
      Ensure that the fields selected from Match Duplicates By list are same to the fields selected from the Data Qualification list. If duplicate records are found, the action is taken based on the option you have selected in step e.

      Important

      When you select the fields from the Match Duplicates By drop-down list, the field IDs are separated by whitespace. This causes the import to fail and creates duplicate entries.

      Ensure that you replace the whitespaces by commas.

  3. Click Add.

To add SRM to a package

  1. In the Package Details console, from the Content Type list in the Deployment Package Contents panel, select SRM.
  2. To add Service Request Definition, perform the following steps:

    1. From SRM RequestType, select Service Request Definition.

    2. From SRD Name, select the existing SRD created in Service Request Management. For more information on creating SRD, see  Creating a standard SRD .

  3. To add Process Definition Template, perform the following steps:

    1. From SRM RequestType, select Process Definition Template.

    2. From PDT Name, select the existing PDTs created in Service Request Management. For more information on creating PDT, see  Creating a standard PDT .

  4. To add Supporting data, select Supporting data from SRM RequestType.

  5. Click Add.

To add HRCM to a package

  1. In the Package Details console, from the Content Type list in the Deployment Package Content panel, select HRCM.
  2. Enter the information in the required fields:
    1. From the HRCM Data Type list, select Solution
    2. The items in the Data Qualification list are populated based on the form you select from the Form Name list.
      From the Data Qualification list select the fields to build an expression to retrieve the data that can be included in the package.
  3. Click Add.

To add an application object to a package

When you select an application object, you can create a package using the following options. The options are availble depending on your permissions. For more information on permissions, see Remedy IT Service Management online documentation

  • Incident template
  • Change template
  • Work Order template
  • Task template or task group template
  • Custom application
  • Service targets
  1. In the Package Details console, from the Content Type list in the Deployment Package Contents panel, select Application Object.
    1. The options in the Type field are populated based on the permissions you have.
    2. If you have any custom application, you can view the same in this list.
    3. When you select an Incident Template, the Name field is pouplated with the template authoring company and template category information.
      When you select Change Template or Work Order Template, the Name field is pouplated with the template location company and template category information.
  2. Enter the information about  the package in the Content Description field.
  3. Click Add.

For the out-of-the-box Change Templage;

  • Manually add Category 1  if a category is not displayed when you add out-of-the-box Change template as an application object.
  • Ensure that Category 1 is defined on the source and the destination server.


For more information, see  Remedy IT Service Management online documentation

 To add a Deployment Payload to a package

  1. In the Package Details console, from the Content Type list in the Deployment Package Content panel, select Deployment Payload.
  2. Select Deployment Payload Group Name from the list.
  3. Click Add.

For more information about Binary Payload deployment, see Defining a custom binary payload.

 To add a Smart IT Definition to a package

  1. In the Package Details console, from the Content Type list in the Deployment Package Content panel, select SmarIT Definition.
  2. Enter the Content Description.
  3. Select the specific Object Type that you want to export.
    For example, select Screen with Contents to export screen configuration information.
  4. Select an appropriate option from the Overlay Type field.
  5. Click Add.
    The FND:SmartIT Layout Object Search Dialog box is displayed.
  6. Select the screen for which you want to export the configuration information. To export the information of specific fields, you must select the screen and the panel where the fields appear.
  7. Click Add; Save.

For more information, see 

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To add a CDM definition to a package

  1. In the Package Details console, from the Content Type list in the Deployment Package Contents panel, select CMDB.
  2. From the CMDB Object Type list, select Add Class or Add Attributes.
  3. Click Add. A dialog box to add the object type opens.
  4. In the Name of Object field, enter the class name or attribute name. 
  5. (Optional) To search CMDB Class with name, click Search. The object search dialog lists the matching CMDB Class or Attribute objects.
  6. (Only for Add Class) If you want to include child classes for the selected class, select Yes from the Include Child Classes list. The default value is No.
  7. (Only for Add Attributes) If you want to include the attributes for the selected class, select Yes from the Add Attributes list. The default is No.
  8. To add the selected object, click Add and then click Save.

Important

When you create a package using CDM definitions, first you must add a class to the package and subsequently select and add an attribute. An error occurs if you try to import an attribute before importing a class.


For more information, see  Promoting CMDB CDM Definitions across environments


Where to go from here

Defining a package

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