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Creating groups

This section provides the steps to create BMC Remedy AR System access control groups. Although there is no limit to the number of groups that you can create, for maintenance purposes you might want to limit the number to avoid confusion. After you have created the necessary groups, see Adding and modifying user information, to assign individual users to the appropriate groups.

Use the Group form (shown in the following figure) in a browser to create and manage the access control groups to which you grant or deny access to AR System objects. BMC recommends that you should restrict your users to make modifications only to custom objects and overlays.

Note

You must log on as an Administrator to work with the Group form.

Group Information form — New mode

(Click the image to expand it.)



The following table lists the fields you can set the Group form.

Fields in the Group Information form

FieldDescription
Group NameName of the access control group. Use this name in the Group list field in the User form and in the Permission and No Permission lists when you are defining BMC Remedy AR System object permissions. Every group name should be different. Use caution when creating group names that include spaces, because group names in the Group list field on the User form are separated by spaces. For example, if you have a group named CUSTOMER_SUPPORT, you should not create a group named CUSTOMER or a group named SUPPORT.
Group ID

Integer ID that is the recognized identity of the group. The ranges are:

  • 0 – 1000 — For AR System groups and current AR System applications
  • 1000 – 1049, 1061 – 13004, 13021 – 13999, 14102 – 14450, and 14452 – 14998 — For non-BMC regular and computed groups
  • 1050 – 1060, 13005 – 13020, 14000 – 14101, and 14451 — Reserved for current AR System applications
  • 14999 – 59999 — For current and future AR System applications
  • 60000 and 60002 – 60099 — For non-BMC dynamic groups
  • 60001 and 60100 – 60999 — For AR System application dynamic groups
  • 61000 – 99999 — For AR System applications
  • 100000 – 999999999 — For non-BMC regular and computed groups
  • 1000000000+ — For BMC company permissions

If you use the same ID with multiple group names, you must keep the Group type the same for each because you are creating aliases for the same group. To make sure that you do not create duplicate Group IDs, use Remedy Administrator to build a unique index on the Group ID field in the Group form. (See Defining indexes.) The Group ID defines the priority of a group when a user obtains a floating license. See About floating licenses in a license pool. For information about how to create floating licenses in a license pool, see the article on BMC Communities  About floating licenses in a license pool .

Note: If you create multiple groups with the same ID, the User form displays the first available group name for the selected group id.

Group TypeMaximum permission type intended for the group. Your choices are None (no access), View (view field contents), and Change (modify field contents). Specify None to disable all access for the group without deleting the group itself. The group remains as a placeholder (and can be restored in the future), but all permissions for the group are lost. To define a group used only for notifications, create a group with the type None. See Field permissions.
Long Group NameAdditional information about a group. The text should be descriptive of the group because it appears by default in the Results pane in the mid tier when listing groups.
Group CategoryThe group category, such as Regular, Dynamic, or Computed, which is described in Regular, computed, and dynamic groups. To define a dynamic group, use a group ID in the range of 60000 to 60999. On the form containing requests to which you want to define row-level access, add a field with a field ID that is the same as the dynamic group ID. You can populate a dynamic group field with a group name, role name, or the name of an individual user. Dynamic Groups are used only to control access to requests (row-level access). To define a computed group, select Computed Group as the group category and enter a qualification string in the Computed Group Definition field.
Parent Group

The parent group, if any, of the current group. This field is optional. If a parent group is assigned, members of the parent group have the same rights as members of the current group to objects that allow permissions inheritance. A group can have at most one parent group. Any regular or computed explicit group can act as a parent group, except for Administrator, Sub Administrator, and Customize. Implicit groups cannot be used as a parent group. (Implicit groups include Assignee, Submitter, Assignee Group, and dynamic groups.) To assign a parent group, the parent group must already exist. Select the parent group from the drop-down list. For:

Overlay Group

Use the setting to define the group as an Overlay Group. The Overlay Group option on the Group Information Form, provides the following access options:

  • Overlay Group field set to 1: When a group assigned to the user has the Overlay Group field set to 1, the user is restricted to working on overlay and custom mode objects. In Developer Studio, the user can work only in Best Practice Customization mode.
  • Overlay Group field set to 0: When a group assigned to the user has the Overlay Group field set to 0, the user is restricted to working on base mode objects. In Developer Studio, the user can work only in Base Developer mode. 
  • Overlay Group set to (clear): When the Overlay Group is set to (clear), the Group provides no restrictions on access to base, overlay, or custom objects.

  • Overlay Group field set to 999999999: When a group assigned to the user has the Overlay Group field set to 999999999, the user can work only in read-only mode on all base, overlay, and custom objects.

For more information, see Groups in BMC Remedy AR System and Operations on objects restricted by development mode.

Notes: 

  • Do not assign an overlay to a computed group. If you assign an overlay to a computed group, the ARERR 8821 warning occurs and the computed group is saved with Overlay Group as NULL in the AR System server.
  • Users must have administrator or sub administrator privileges on the AR server to access Developer Studio.
Computed Group Definition

Qualification string that defines a computed group. Construct the string from any valid combination of explicit group IDs, explicit group names (in double quotation marks), user names (in single quotation marks), and operators such as ANDOR, and NOT. Optionally, use the AND, OR, NOT, Append Group, Append User, and parentheses buttons to build the qualification string.

Examples:

  • 12000 OR 12001 — Includes all users in group ID 12000 or group ID 12001.
  • "A" OR "B" — Includes all users in group A or group B.
  • "A" AND "B" — Includes only those users in group A and group B.
  • ("A" OR "B") AND (NOT "C") — Includes all users in groups A or B, except for those users who are in group C.
  • "A" OR "Mary Manager" --- Includes all users in group A, and the user Mary Manager.
Floating LicensesNumber of floating licenses reserved for the group. See About floating licenses in a license pool. If this field is missing from the Group form, you can add it using Remedy Administrator. Use field ID 115. See Creating data fields.
Application Floating License

Manually enter the information for this field. You can add more than one entry of application names and number of licenses, separated by a semicolon. Use the following syntax when providing users with application licenses:

_vendorName_: _applicationName_
 user
_typeOfLicense_: _Number of licenses_
;

Note: For the Application Floating License field, the value of typeOfLicense is 'Floating'.

Example:

  • For a single application:

XYZ:MusicManager User Floating:5;

  • For multiple applications, separate multiple licenses with semicolons:

XYZ:MusicManager User Floating:5;
   XYZ:NoiseManager User Floating:2;

The applicationName string must be the same as the Product Name string in the Application Licensing dialog box (Application > License Application) in BMC Remedy Developer Studio. If the Application Floating License field is missing from the Group form, you can use Remedy Administrator to add the field. Use field ID 115. See Creating data fields.

To use BMC Remedy AR System-based applications from BMC Software, you need an BMC Remedy AR System user (floating) license (to access the BMC Remedy AR System server) and an application user (floating) license (to access the application).

Unique IdentifierA unique identifier for the group. A unique identifier is useful if you have two groups with the same name for different applications. You can use the unique identifier to differentiate the two.
DatatagTags the data record as needed. This field is optional. For example, it can store the name of the application which uses this group. 


Note

If attributes that you want to specify in the group definition are not represented in the Group form, you can use Remedy Administrator to add the appropriate fields. However, be careful that you do not modify or delete any of the original fields or field IDs.

To create groups

  1. In a browser, open the Group form of the appropriate server in New mode.
  2. Enter information in the appropriate fields, as described in the previous table.
  3. Save your changes.
    For a regular group, assign users to it by using the User form in a browser.
    After you save a group, the server automatically reaches, and the new group appears in the Group menu in the User form after a short delay. For more information about adding users, see Adding and modifying user information.
    To enable a dynamic group, add a field to the form with a field ID that is the same as the group ID. 

Note

If you create and save a group in the Group form using a browser, and then flush the mid tier cache, the new group still does not appear when a user opens the field menu of a group list in a form. The user must click the browser Refresh button to see the new group.

This section provides the steps to create BMC Remedy AR System access control groups. Although there is no limit to the number of groups that you can create, for maintenance purposes you might want to limit the number to avoid confusion. After you have created the necessary groups, see Adding and modifying user information, to assign individual users to the appropriate groups.

Use the Group form (shown in the following figure) in a browser to create and manage the access control groups to which you grant or deny access to AR System objects. BMC recommends that you should restrict your users to make modifications only to custom objects and overlays.

Note

You must log on as an Administrator to work with the Group form.

Group Information form — New mode

(Click the image to expand it.)



The following table lists the fields you can set the Group form.

Fields in the Group Information form

FieldDescription
Group NameName of the access control group. Use this name in the Group list field in the User form and in the Permission and No Permission lists when you are defining BMC Remedy AR System object permissions. Every group name should be different. Use caution when creating group names that include spaces, because group names in the Group list field on the User form are separated by spaces. For example, if you have a group named CUSTOMER_SUPPORT, you should not create a group named CUSTOMER or a group named SUPPORT.
Group ID

Integer ID that is the recognized identity of the group. The ranges are:

  • 0 – 1000 — For AR System groups and current AR System applications
  • 1000 – 1049, 1061 – 13004, 13021 – 13999, 14102 – 14450, and 14452 – 14998 — For non-BMC regular and computed groups
  • 1050 – 1060, 13005 – 13020, 14000 – 14101, and 14451 — Reserved for current AR System applications
  • 14999 – 59999 — For current and future AR System applications
  • 60000 and 60002 – 60099 — For non-BMC dynamic groups
  • 60001 and 60100 – 60999 — For AR System application dynamic groups
  • 61000 – 99999 — For AR System applications
  • 100000 – 999999999 — For non-BMC regular and computed groups
  • 1000000000+ — For BMC company permissions

If you use the same ID with multiple group names, you must keep the Group type the same for each because you are creating aliases for the same group. To make sure that you do not create duplicate Group IDs, use Remedy Administrator to build a unique index on the Group ID field in the Group form. (See Defining indexes.) The Group ID defines the priority of a group when a user obtains a floating license. See About floating licenses in a license pool.

Note: If you create multiple groups with the same ID, the User form displays the first available group name for the selected group id.

Group TypeMaximum permission type intended for the group. Your choices are None (no access), View (view field contents), and Change (modify field contents). Specify None to disable all access for the group without deleting the group itself. The group remains as a placeholder (and can be restored in the future), but all permissions for the group are lost. To define a group used only for notifications, create a group with the type None. See Field permissions.
Long Group NameAdditional information about a group. The text should be descriptive of the group because it appears by default in the Results pane in the mid tier when listing groups.
Group CategoryThe group category, such as Regular, Dynamic, or Computed, which is described in Regular, computed, and dynamic groups. To define a dynamic group, use a group ID in the range of 60000 to 60999. On the form containing requests to which you want to define row-level access, add a field with a field ID that is the same as the dynamic group ID. You can populate a dynamic group field with a group name, role name, or the name of an individual user. Dynamic Groups are used only to control access to requests (row-level access). To define a computed group, select Computed Group as the group category and enter a qualification string in the Computed Group Definition field.
Parent Group

The parent group, if any, of the current group. This field is optional. If a parent group is assigned, members of the parent group have the same rights as members of the current group to objects that allow permissions inheritance. A group can have at most one parent group. Any regular or computed explicit group can act as a parent group, except for Administrator, Sub Administrator, and Customize. Implicit groups cannot be used as a parent group. (Implicit groups include Assignee, Submitter, Assignee Group, and dynamic groups.) To assign a parent group, the parent group must already exist. Select the parent group from the drop-down list. For:

Overlay Group

Use the setting to define the group as an Overlay Group. The Overlay Group option on the Group Information Form, provides the following access options:

  • Overlay Group field set to 1: When a group assigned to the user has the Overlay Group field set to 1, the user is restricted to working on overlay and custom mode objects. In Developer Studio, the user can work only in Best Practice Customization mode.
  • Overlay Group field set to 0: When a group assigned to the user has the Overlay Group field set to 0, the user is restricted to working on base mode objects. In Developer Studio, the user can work only in Base Developer mode. 
  • Overlay Group set to (clear): When the Overlay Group is set to (clear), the Group provides no restrictions on access to base, overlay, or custom objects.

  • Overlay Group field set to 999999999: When a group assigned to the user has the Overlay Group field set to 999999999, the user can work only in read-only mode on all base, overlay, and custom objects.

For more information, see Groups in BMC Remedy AR System and Operations on objects restricted by development mode.

Notes: 

  • Do not assign an overlay to a computed group. If you assign an overlay to a computed group, the ARERR 8821 warning occurs and the computed group is saved with Overlay Group as NULL in the AR System server.
  • Users must have administrator or sub administrator privileges on the AR server to access Developer Studio.
Computed Group Definition

Qualification string that defines a computed group. Construct the string from any valid combination of explicit group IDs, explicit group names (in double quotation marks), user names (in single quotation marks), and operators such as ANDOR, and NOT. Optionally, use the AND, OR, NOT, Append Group, Append User, and parentheses buttons to build the qualification string.

Examples:

  • 12000 OR 12001 — Includes all users in group ID 12000 or group ID 12001.
  • "A" OR "B" — Includes all users in group A or group B.
  • "A" AND "B" — Includes only those users in group A and group B.
  • ("A" OR "B") AND (NOT "C") — Includes all users in groups A or B, except for those users who are in group C.
  • "A" OR "Mary Manager" --- Includes all users in group A, and the user Mary Manager.
Floating LicensesNumber of floating licenses reserved for the group. See About floating licenses in a license pool. If this field is missing from the Group form, you can add it using Remedy Administrator. Use field ID 115. See Creating data fields.
Application Floating License

Manually enter the information for this field. You can add more than one entry of application names and number of licenses, separated by a semicolon. Use the following syntax when providing users with application licenses:

_vendorName_: _applicationName_
 user
_typeOfLicense_: _Number of licenses_
;

Note: For the Application Floating License field, the value of typeOfLicense is 'Floating'.

Example:

  • For a single application:

XYZ:MusicManager User Floating:5;

  • For multiple applications, separate multiple licenses with semicolons:

XYZ:MusicManager User Floating:5;
   XYZ:NoiseManager User Floating:2;

The applicationName string must be the same as the Product Name string in the Application Licensing dialog box (Application > License Application) in BMC Remedy Developer Studio. If the Application Floating License field is missing from the Group form, you can use Remedy Administrator to add the field. Use field ID 115. See Creating data fields.

To use BMC Remedy AR System-based applications from BMC Software, you need an BMC Remedy AR System user (floating) license (to access the BMC Remedy AR System server) and an application user (floating) license (to access the application).

Unique IdentifierA unique identifier for the group. A unique identifier is useful if you have two groups with the same name for different applications. You can use the unique identifier to differentiate the two.
DatatagTags the data record as needed. This field is optional. For example, it can store the name of the application which uses this group. 


Note

If attributes that you want to specify in the group definition are not represented in the Group form, you can use Remedy Administrator to add the appropriate fields. However, be careful that you do not modify or delete any of the original fields or field IDs.

To create groups

  1. In a browser, open the Group form of the appropriate server in New mode.
  2. Enter information in the appropriate fields, as described in the previous table.
  3. Save your changes.
    For a regular group, assign users to it by using the User form in a browser.
    After you save a group, the server automatically reaches, and the new group appears in the Group menu in the User form after a short delay. For more information about adding users, see Adding and modifying user information.
    To enable a dynamic group, add a field to the form with a field ID that is the same as the group ID. 

Note

If you create and save a group in the Group form using a browser, and then flush the mid tier cache, the new group still does not appear when a user opens the field menu of a group list in a form. The user must click the browser Refresh button to see the new group.

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Comments

  1. Thomas Miskiewicz

    What do you mean by: For AR System applications?

    Dec 03, 2017 03:32
    1. Anagha Deshpande

      Hello Thomas,

      Apologies for the delayed response.

      61000 – 99999 — For AR System applications

      These are the fields reserved for Remedy applications.

      Regards,

      Anagha

      Sep 03, 2019 03:19