This documentation supports the 21.05 version of BMC Helix ITSM: Asset Management. To view an earlier version, select the version from the product version menu.

Configuring inbox preferences

The inbox is used to track events that users need to take care of. Events can include:

  • Contracts that have expired or are about to expire.
  • Software license certificates that are not compliant or are approaching noncompliance.
  • Software license certificates that have expired or are about to expire.
  • Summary results of the engine run.
  • List of new CIs that are linked to software license certificates.
  • A rule from the Job History form that does not complete successfully.
  • Events from the exception table, which can be pushed to the inbox.


To configure inbox preferences

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, select Asset Management > Advanced Options > Inbox Preferences, and then click Open.
    The Inbox Preferences form is displayed.
  3. From Request Type, select the appropriate value.
    For each request type that you select, corresponding values in the Event Type field are populated. The following table displays the event types that are available for each request type:

    Request type value

    Corresponding event types

    Lease

    • Expiring

    Maintenance
    Master Contract
    Support
    Warranty

    • Expired

    License Management Exceptions

    • Certificates Connected with CIs
    • Certificates Out of Compliance
    • CIs with Multiple Certificates
    • CIs without Certificates
    • Job Runs Completed with Errors
    • Job Runs Completed with Warnings

    License Certificate or Software License

    • Expiring
    • Expired
    • Not Compliant

  4. Based on the request type that you selected, select an event type.
  5. Select an importance:
    • High — Specifies the highest level of importance
    • Medium — Specifies a middle level of importance
    • Low — Specifies the lowest level of importance
  6. Select an attention flag:
    • Needs attention — Specifies that the contract or license certificate requires that action be taken. This is the default status when a license certificate or contract is created.
    • Dealt with — Indicates a status of Dealt with, which is set from the More Details dialog box that is displayed from a license certificate or contract.
    • Informational — Specifies that no action is required.
  7. Select a view access:
    • Public — Specifies that events can be seen by anyone who belongs to the specified company
    • Group — Specifies that events can be seen only by individuals in the specified support group
    • Individual — Specifies that events can be seen only by individuals within the specified support group
  8. From Company, select the appropriate value.
  9. From Status, select the appropriate value.
  10. Specify the support company, organization, and group fields.
  11. Click Save and then click Close.
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