Creating companies

The first step in standard configuration is to configure a company. Everything else that you configure belongs to this company. You can configure multiple companies if your company is made up of smaller companies that are separate entities. To know the supported company types, see Supported Company types.

For each company that you create, you must configure the following data:

Organizational structure
Locations
Support groups
People

Optionally, for each company, you can configure other data, such as:

Product categories
Operational categories
Assignment routing
Approval processes
Incident scripts, templates, and decision trees
Change templates

Each of these areas uses global data, unless company-specific data overrides it. The Global company record is part of the core BMC Helix ITSM installation data and must not be modified. Use the Global company to specify when something, such as a catalog entry, applies to all companies in BMC Helix ITSM . For example, if you select the Global company in the Product Catalog, you would map a product to all companies instead of one company (or to multiple selected companies).

To create and configure a company

On the Standard tab of the Application Administration Console, click Click here to create and configure a new company.
In the Company dialog box, select or enter a Company name.
Select or enter a Company Type. If support staff are members of this company, select Operating Company.
If you have configured your server as a hub or spoke, you must select the spoke server associated with the company you are configuring. The server that you select determines where the incident, change, and problem records will reside.
Click Add.
After you click OK, the company is selected on the Standard Configuration tab of the Application Administration Console.
When you are finished adding companies, click Close.

To add a company alias

Company aliases can be used to provide a short name for a company or to group different companies under a common name. Providing an alias for a company (or group of companies) makes searching for a company from the Company field easier because the company can be identified by more than one name. You can define one of more aliases for a company.

From the Application Administration Console, click the Custom Configuration tab.
From the Application Settings list, choose Foundation> Organizational Structures > Companies and Organizations, and then click Open. The Company form appears.
Search for the company.
Select the company from the list returned, and select the Alias tab.
Click Update Alias. The Company Alias Update dialog box appears.
Enter the company alias and click Add.
Tip

You can modify or delete a company alias by selecting it from the list and clicking Modify or Delete.
Click Close.

To add or modify a company location

Some companies can have multiple locations. The location information includes the region, site name, and site address information.

From the Application Administration Console, click the Custom Configuration tab.
From the Application Settings list, choose Foundation > Organizational Structures > Companies and Organizations, and then click Open. The Company form appears.
Search for the company.
Select the company from the list, and click the Locations tab.
Click Update Locations.
Tip

Alternatively, you can view location information by selecting a location from the list and clicking View Site Information.
The Location Update form appears. The company name that you previously selected appears by default.
Location Update form
Enter a region or to add more site or address information to an existing region, select the existing region from the Region list. Examples of regions are Americas, Europe, or Asia Pacific.
Enter a site group or select one that has been previously defined for the selected region. Examples of site groups are Amsterdam or Paris for the Europe region.
Enter a site name.
Enter address information. The Country and City fields are required.
Select a time zone.
Click Add.
Tip

You can delete regions by selecting them from the list and clicking Remove.
Click Close.
For modifying company location, the steps are same as adding company location.

To add an organization

The organizational structure represents the organizations and departments within a company. You can use the Company, Organization, and Department fields. Sales and Marketing are examples of organizations; Widget Sales is an example of a department.

From the Application Administration Console, click the Custom Configuration tab.
From the Application Settings list, choose Foundation > Organizational Structures > Companies and Organizations, and then click Open.
The Company form appears.
Either select the company from the Company list, or search for the company and select it.
Click the Organizations tab.
Click Update Organizations.
The Organization Update dialog box appears.
Enter an organization and a department.
Click Add.
The organization appears in the lists of organizations in BMC Helix ITSM .
Click Close.

To modify an organization

From the Application Administration Console, click the Custom Configuration tab.
From the Application Settings list, choose Foundation > Organizational Structures > Companies and Organizations, and then click Open.
The Company form appears.
Search for the company.
Select the company, and then click the Organizations tab.
Click Update Organizations.
The Organization Update dialog box appears.
Select the organization to modify.
The organization and department for the selected organization appear in the fields at the top of the dialog box.
Perform either of the following tasks to modify all entries of the selected organizations:
- Modify the organization, and then click Modify Organization.
- Modify the department, and then click Modify Department.
Click Close.

Tip

To delete an organization, select the organization in the Organization Update dialog box, and then click Delete.

To add miscellaneous company information

Other miscellaneous company information can be added. This information includes time zones, cost centers, budget codes, currencies, and web page URL.

From the Application Administration Console, click the Custom Configuration tab.
From the Application Settings list, choose Foundation > Organizational Structures > Companies and Organizations, and then click Open. The Company form appears.
Search for the company.
Select the company from the list, and click the Miscellaneous tab.
Update the miscellaneous information as needed. This information is optional, but it is important to document with the rest of the company information.
Important

The Time Zone field is for information only and does not update the system time zone value for the company. The Currency field is for information only and does not update the system currency value for the company.

To configure a multi-tiered company menu structure

Optionally, you can use the Menu Structure Tier fields on the Advanced Configuration tab to create a two-tiered or three-tiered menu structure for selecting the Company value in other forms. The default is a single-tier menu structure.

The following figure shows an example of the multi-tiered and single-tiered company menu structure. This example is also available on the Advanced Configuration tab.

From the Applications menu on the IT Home Page, choose Administrator Console > Application Administrator Console.
From the Application Administration Console, click the Custom Configuration tab.
From the Application Settings list, choose Foundation > Organizational Structures > Companies and Organizations, and then click Open. The Company form appears.
Search for the company.
Select the company from the list and click the Advanced Configuration tab. The Advanced Configuration tab is shown in the following figure.

When you save the record, the company is automatically entered in the Menu Structure Tier 1 field on the Advanced Configuration tab.
Fill out the Menu Structure Tier 2 and Menu Structure Tier 3 fields with the company structure to be used for the tiered menus.
Click Save and then Close.

Understanding companies and organizations video

Disclaimer

Although the concepts and procedures presented in this video are correct, the user interfaces shown are not current.

https://youtu.be/2_MEgxXUm-E