This documentation supports an earlier version of BMC Helix IT Service Management on-premises deployment.

To view the documentation for the latest version, select 22.1.06 from the Product version picker.

Performing the BMC Helix IT Service Management installation

Use the HELIX_ONPREM_DEPLOYMENT Jenkins pipeline to install BMC Helix IT Service Management.

 The HELIX_ONPREM_DEPLOYMENT Jenkins pipeline runs various deployment pipelines, in a sequence, and configures the BMC Helix Innovation Suite and service management applications.

Skills required

  • Managing Kubernetes cluster
  • Using Jenkins

See Recommended skill set and trainings

The following image describes the actions to perform the installation:

Components deployed through pipelines

The following table lists the BMC Helix IT Service Management components and service management applications deployed through pipelines:

PipelinePod nameComponents deployed through the pipeline
HELIX_PLATFORM_DEPLOY
  • platform-fts
  • platform-sr
  • platform-int
  • platform-user

Important: The platform-sr, platform-int, and platform-user pods are not deployed with the Compact and Small deployment sizes.

  • BMC Helix Innovation Suite server:
    • Email Engine
    • Approval server
    • Assignment Engine
    • Flashboards
    • Full Text Search (FTS)
    • AR External Authentication (AREA) LDAP
    • AR System Database Connectivity (ARDBC) LDAP
    • Web Services
    • Simple Network Management Protocol (SNMP)
    • BMC Helix Single Sign-On integration

  • BMC Helix CMDB
    • Reconciliation Engine
    • Normalization Engine
  • BMC Atrium Integrator (AI)
    • BMC Atrium Integrator server
  • Process Designer
  • BMC Helix ITSM Suite:

    • BMC Helix ITSM: Service Desk
    • BMC Helix ITSM: Change Management
    • BMC Helix ITSM: Asset Management
    • BMC Helix ITSM: Knowledge Management
    • BMC Service Request Management
    • BMC Service Level Management
  • midtier-int
  • midtier-user

Mid Tier components:

  • Mid Tier
  • Apache Tomcat JSP engine

  • ARWebReportViewer application

atriumwebsvc

  • CMDB Web Services
  • CMDB Web Registry
HELIX_NONPLATFORM_DEPLOY
  • smartit-master
  • smartit-slave
    The smartit-slave pod is not deployed with the compact deployment size.


BMC Helix ITSM: Smart IT

openfireOpenfire
  • virtualchatplugin
  • virtualchatserver

BMC Live Chat

  • dwp-tomcat-deployment-master
  • dwp-tomcat-deployment-slave
    The dwp-tomcat-deployment-slave pod is not deployed with the compact deployment size.

BMC Digital Workplace

catalog-itsm-plugin

BMC Digital Workplace Catalog and BMC Helix ITSM integration plug-in

These applications are deployed as smart bundles on the platform pod.





BMC Digital Workplace Catalog

BMC Helix Business Workflows

BMC Helix Multi-Cloud Broker

BMC Helix ITSM Insights

HELIX_INTEROPS_DEPLOY

NA

Activates BMC Helix ITSM Insights and BMC Helix Innovation Suite services for the BMC Helix Platform tenant so that the services can be used through BMC Helix Portal.

HELIX_SMARTREPORTING_DEPLOY

smartreporting

BMC Helix ITSM: Smart Reporting console

Important:

  • You can install BMC Helix ITSM: Smart Reporting if you have opted for Smart Reporting extended support.
  • When you perform fresh installation of BMC Helix IT Service Management 21.3.06 and select to deploy Smart Reporting, the 21.05.03 version of Smart Reporting is installed in your environment.
  • Smart Reporting version 21.3 is available only for upgrade scenarios for existing customers. This version is not available to new customers.
SUPPORT_ASSISTANT_TOOLassisttool-depSupport Assistant tool

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Before you begin

Make sure that you have completed the following preinstallation tasks before you start the installation:

  • Deployed BMC Helix Platform services 22.2.01, 22.4.00, or 23.1.02

  • Downloaded the installation files and accessed the container images.
  • Set up the BMC Deployment Engine.
  • Prepared your database.
  • Set up the installation environment.
  • Configured BMC Helix Single Sign-On and created BMC Helix Single Sign-On realm. 
  • Installed Java 11 or later for AR System clients, such as Developer Studio, and Atrium Integrator.
  • If you are installing BMC Helix IT Service Management in an OpenShift cluster, make sure you have prepared your environment to install in an OpenShift cluster.

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To install BMC Helix Innovation Suite and applications

Run the HELIX_ONPREM_DEPLOYMENT pipeline by performing the following steps:

  1. Log in to your Jenkins server by using the following URL:
    http://<Jenkins server host name>:8080

  2. Select the HELIX_ONPREM_DEPLOYMENT pipeline, and click Build with Parameters.

  3. In the INFRASTRUCTURE section, specify the following parameters:

    Parameter nameDescription
    HELM_BINARY

    Name of the Helm binary that you have installed.

    For example: helm

    To find Helm binary name, run the command on the Jenkins server:

    # which helm

    Example output of the command is as follows:

    /usr/local/bin/helm

    In this output, helm is the Helm binary name.

    CUSTOM_BINARY_PATH

    Select this check box if the Java binary is located at <USER-HOME-DIRECTORY>/bin.

    For example: /home/git/bin

    Important:

    • Make sure that the Java binary is located in a directory named bin in your home directory.
    • Make sure that the Helm and kubectl binaries are located at default installation paths specified while setting up BMC Deployment Engine.
    AGENT

    Jenkins agent to run the pipeline. Select the agent added by the agent-add-pipeline.

    For example: root-<Jenkins server host name>.

    CHECKOUT_USING_USER

    Jenkins credential ID that contains the Git credentials. Specify the value as github.

    KUBECONFIG_CREDENTIALJenkins credential ID that contains the kubeconfig file for the target Kubernetes cluster.

    To find the kubeconfig credential ID, go to http://<jenkinsurl>:8080/credentials.

    The default value is kubeconfig.

  4. In the CODE section, specify the following parameters:

    Parameter nameDescription
    LOCAL_GIT

    Local Git repositories.

    Important: You must select this option.

    GIT_USER_HOME_DIR

    Git user home directory.

    Example: /home/git

    DEVOPS_REPO

    Git repository for the HELIX_ONPREM_DEPLOYMENT pipeline.

    Example: ssh://<Jenkins server host name>/home/git/git_repo/ITSM_REPO/itsm-on-premise-installer.git

    CUSTOMER_CONFIGS

    GitHub repository to read database and BMC Helix Single Sign-On parameters and check in the input config file.

    Example: ssh://<Jenkins server host name>/home/git/git_repo/CUSTOMER_CONFIGS/onprem-remedyserver-config.git

    PLAYBOOKS_REPO

    Git repository for the platform and smart applications pipelines.

    Example: ssh://<Jenkins server host name>/home/git/git_repo/PLAYBOOKS_REPO/helix-deploy-playbooks.git

    HELM_REPO

    Repository URL to check out Helm charts.

    Example: ssh://<Jenkins server host name>/home/git/git_repo/HELM_REPO/containerization-certified.git

    SMARTAPPS_HELM_REPO

    Repository URL to check out Helm charts for applications.

    Example: ssh://<Jenkins server host name>/home/git/git_repo/SMARTAPPS_HELM_REPO/containerization-smartapps-certified.git

    SMARTREPORTING_PLAYBOOKS_REPO

    Git repository for the Smart Reporting application pipeline.

    For example: ssh://<Jenkins server host name>/home/git/git_repo/SMARTREPORTING_PLAYBOOKS_REPO/smartreporting-deploy-playbooks.git

    Important: Specify the parameter value if you want to install Smart Reporting.

    SMARTREPORTING_HELM_REPO

    Repository URL to check out Helm charts for Smart Reporting application.

    For example: ssh://<Jenkins server host name>/home/git/git_repo/SMARTREPORTING_HELM_REPO/smartreporting-containerization-certified.git

    Important: Specify the parameter value if you want to install Smart Reporting.

  5. In the CUSTOMER-INFO section, specify the following parameters:

    Parameter nameDescription
    IS_CLOUD

    Select this check box if your Kubernetes or Openshift cluster is in a cloud environment such as Amazon Web Services (AWS).

    Select this option to configure the following service types as LoadBalancer and creates an external load balancer in the cloud:

    • platform-admin-ext                                                
    • platform-int-ext                                                  
    • platform-user-ext  
    ROUTE_ENABLEDDo not select this check box.
    ROUTE_TLS_ENABLEDDo not select this check box.
    OS_RESTRICTED_SCCDo not select this check box.
    DEPLOYMENT_MODE

    Specify the value as FRESH to perform a fresh installation of BMC Helix Innovation Suite.

    CLUSTER

    Specify the value of the Kubernetes cluster context.

    Find the cluster from the kubeconfig file. The current-context value in the kubeconfig file is the cluster name.

    For example: dev-k8s-cluster

    apiVersion: v1
    
    clusters:
    
    - cluster:
    
    server: https://<local host>/k8s/clusters/c-rxcc6  
    
    current-context:	dev-k8s-cluster
    CUSTOMER_NAME

    Specify the customer's full name.

    For example: ABC Jenkins Limited.

    IS_NAMESPACE

    Specify the namespace where you want to install BMC Helix Innovation Suite.

    You must use a separate namespace to install BMC Helix Innovation Suite.

    CUSTOMER_SERVICE and ENVIRONMENT

    Specify values of your service and environment.
    The pipeline generates URLs in a specific format based on the inputs provided in the CUSTOMER_SERVICE, ENVIRONMENT, and CLUSTER_DOMAIN parameters.

    For example: If CUSTOMER_SERVICE=itsm, ENVIRONMENT=poc, and CLUSTER_DOMAIN=aus-ranch.bmc.com, the following URLs are be generated for different applications:

    • Mid Tier—itsm-poc.aus-ranch.bmc.com
    • Smart IT—itsm-poc-smartit.aus-ranch.bmc.com
    • Smart Reporting—itsm-poc-sr.aus-ranch.bmc.com
    • Innovation Studio—itsm-poc-is.aus-ranch.bmc.com
    • Innovation Suite REST API or CMDB—itsm-poc-restapi.aus-ranch.bmc.com
    • Atrium Web Services—itsm-poc-atws.aus-ranch.bmc.com
    • Digital Workplace—itsm-poc-dwp.aus-ranch.bmc.com
    • Digital Workplace Catalog—itsm-poc-dwpcatalog.aus-ranch.bmc.com
    • Live Chat—itsm-poc-vchat.aus-ranch.bmc.com
    • Openfire Chat—itsm-poc-chat.aus-ranch.bmc.com
    • Support Assistant tool—itsm-poc-supportassisttool.aus-ranch.bmc.com

    The platform and application URLs support only the HTTPS protocol.

    ImportantWhen the ENVIRONMENT value is prod for production environments, the URLs are generated by excluding -<ENVIRONMENT> value.

    For example, the URL format for Mid Tier production environment is itsm.aus-ranch.bmc.com

    The URL format for Smart IT production environment is itsm-smartit.aus-ranch.bmc.com

    INGRESS_CLASS

    Specify the Ingress class name of the NGINX Ingress Controller that you used while installing BMC Helix Platform.

    The default value is nginx.

    CLUSTER_DOMAINSpecify the domain name of the cluster that you want to use.
    INPUT_CONFIG_METHODSelect any of the following actions:
    • (Recommended) Generate_Input_File—Select this option to automatically generate the deployment input configuration file. The file is generated based on the parameter values that you provide in the PRODUCTS, OTHER_INPUT_PARAMS, and DATABASE_REGISTRY_STORAGE_PASSWORDS_SECRETS_DETAILS sections.

    • Manual_Input_File—Select this option to upload your input configuration file manually.
      Important: This is an advanced option and do not use this option for installation on non-production environments. 
      Use the Manual_Input_File option only if you are familiar with the parameters in the input configuration file. The input configuration file consists of parameters with default values. You must update the values based on your installation environment.
    INPUT_CONFIG_FILE

    If you select the Manual_Input_File option in the INPUT_CONFIG_METHOD parameter, click Browse and upload the deployment input configuration file.

    Learn about how to manually provide inputs for the input configuration file and set up the file at Setting up the deployment input configuration file.

    Important: If you select the Manual_Input_File option, you must provide the values for the parameters in the INFRASTRUCTURE, CODE, CUSTOMER-INFO, INFRA-DEPLOY, and PRODUCT-DEPLOY section.

    Do not provide the values for the parameters in the PRODUCTS, OTHER_INPUT_PARAMS, DATABASE_REGISTRY_STORAGE_PASSWORDS_SECRETS_DETAILS, and RSSO_PARAMETERS sections.

    CACERTS_FILE

    Click Browse and upload your custom cacerts file.

    Use this optional parameter in the following cases:

    • You want to use a custom CA certificate or self-signed certificate to use HTTPS communication for Service Management applications.
    • You want BMC Helix Innovation Suite platform to communicate with third-party services that use custom cacerts.

    Important: If you are using a self-signed or custom CA certificate, make sure that you use the same custom certificate during BMC Helix Platform and BMC Helix IT Service Management installation.

    For information about creating a custom cacerts file and ways to apply a custom cacerts file, see Applying security certificates to your applications.

    CUSTOMER_SIZE

    Specify the deployment size such as, compact, small, medium, or large. Enter the value as C, S, M, or L.

    SOURCE_VERSIONSpecify NA for the source version of the Helm repositories.
    PLATFORM_HELM_VERSIONSpecify 2021306.1.07.00 for the target version of the Helm repositories.
    SMARTREPORTING_SOURCE_VERSION

    Specify NA for the Smart Reporting application version of the Helm repositories.

    SMARTAPPS_HELM_VERSION

    Specify 2021306.1.06.00 for the smart applications version of the Helm repositories.

    HELM_NODESpecify the host name of the system where you have installed HELM.
  6. In the PRODUCTS section, specify the following parameters:

    Parameter nameDescription

    Select this check box to install BMC Live Chat.

    HELIX_OPENFIRESelect this check box to install Openfire.
    HELIX_DWP

    Select this check box to install BMC Digital Workplace.

    HELIX_DWPA

    Select this check box to install BMC Digital Workplace Catalog.

    HELIX_BWF

    Select this check box to install BMC Helix Business Workflows.

    HELIX_MCSM

    Select this check box to install BMC Helix Multi-Cloud Broker.

    HELIX_ITSM_INSIGHTS

    Select this check box to install BMC Helix ITSM Insights.

    HELIX_TSOMPLUGIN

    Select this check box to install TrueSight Operations Management plug-ins.

  7. In the INFRA-DEPLOY section, specify the following parameters:

    Parameter nameDescription
    SUPPORT_ASSISTANT_TOOL

    Select this parameter to install Support Assistant tool user interface.

    Important: Make sure that you select the SUPPORT_ASSISTANT_TOOL and SIDECAR_SUPPORT_ASSISTANT_FPACK parameters to install Support Assistant tool. 

    SIDECAR_SUPPORT_ASSISTANT_FPACK

    Select this parameter to install Support Assistant tool.

    Support Assistant tool is deployed as a sidecar container and runs as a non-root user. Support Assistant tool deployment requires namespace level permissions.

    Important: Make sure that you select the SUPPORT_ASSISTANT_TOOL and SIDECAR_SUPPORT_ASSISTANT_FPACK parameters to install Support Assistant tool.

    SUPPORT_ASSISTANT_CREATE_ROLE

    Select this check box to use a default role when installing the Support Assistant tool.

    If you want to use a custom role for the Support Assistant tool installation, clear this check box and confirm the following actions:

    • In your BMC Helix Innovation Suite namespace, make sure that you have created a role and the role has the following rules:

      rules:
      - apiGroups: [""]
        resources: ["pods"]
        verbs: ["get", "watch", "list"]
    • Make sure that you specify the appropriate service account in the SUPPORT_ASSISTANT_SERVICE_ACCOUNT parameter.
    SUPPORT_ASSISTANT_SERVICE_ACCOUNT

    Specify the value as default so that the default service account is used during the Support Assistant tool installation.

    If you want to use a custom role for the Support Assistant tool installation, specify the service account name that is available in your BMC Helix Innovation Suite namespace. Make sure that the custom role is assigned to the service account by using the role binding permission.

    SIDECAR_FLUENTBIT
    Select this parameter to install Fluent Bit, which is used to collect pods and cluster logs and send that to a central location. 
    Fluent Bit is deployed as a sidecar container and runs as a non-root user.
  8. In the PRODUCT-DEPLOY section, specify the following parameters:

    Parameter nameDescription
    HELIX_GENERATE_CONFIGSelect this check box to generate the deployment input configuration file automatically.
    HELIX_PLATFORM_DEPLOY

    Select this check box to install the platform components, such as Mid Tier and BMC Helix CMDB.

    HELIX_SMARTREPORTING_DEPLOY

    Select this check box to install BMC Helix ITSM: Smart Reporting.

    HELIX_NONPLATFORM_DEPLOY

    Select this check box to install BMC Helix ITSM: Smart IT and BMC Live Chat.

    HELIX_CONFIGURE_ITSM

    Select this check box to update the hannah_admin user password in the CTM: People form with the value that you provide in the BAKEDUSER_HANNAH_ADMIN_PASSWORD parameter in the DATABASE_REGISTRY_STORAGE_PASSWORDS_SECRETS_DETAILS section.

    Important: You must select this check box for successful installation of the smart applications.

    HELIX_SMARTAPPS_DEPLOY

    Select this check box to install applications, BMC Helix ITSM, BMC Helix Digital Workplace Catalog, BMC Helix Digital Workplace,  BMC Helix Business Workflows, BMC Helix Multi-Cloud Broker, and BMC Helix ITSM Insights.

    HELIX_INTEROPS_DEPLOY

    Select this check box to activate services such as  BMC Helix ITSM Insights, BMC Helix ITSM: Smart IT, BMC Helix Digital Workplace, BMC Helix Digital Workplace Catalog, and BMC Helix Business Workflows for the BMC Helix Platform users.

    HELIX_POST_DEPLOY_CONFIG

    Select this check box to delete the Demo user.

    The Demo user is deleted when you select this option and run the HELIX_ONPREM_DEPLOYMENT pipeline post-installation of BMC Helix Innovation Suite.

    Important: Do not select this parameter while installing the platform and applications.

    HELIX_DR

    Do not select this option.

    SCALE_DOWN

    Do not select this option.

  9. In the DATABASE_REGISTRY_STORAGE_PASSWORDS_SECRETS_DETAILS section, specify the following parameters:

    Parameter nameDescription
    AR_ADMIN_USER

    Do not specify any value in this field for fresh installation.

    This field is used in the update deployment mode.

    AR_ADMIN_PASSWORD

    Do not specify any value in this field for fresh installation.

    This field is used in the update deployment mode.

    REGISTRY_TYPE

    Select the DTR option.
    HARBOR_REGISTRY_HOST

    Specify the host name of BMC Docker Trusted Registry (DTR) containers.bmc.com

    If you use a local Harbor registry to synchronize with BMC DTR, specify the host name of your local registry.

    Important: Do not specify the host path; specify only the host name.

    IMAGE_REGISTRY_USERNAME

    Specify the user name to log in to BMC DTR. Specify your EPD user name.

    If you use a local Harbor registry to synchronize with BMC DTR, specify the user name to log in to your local registry.

    IMAGE_REGISTRY_PASSWORD

    Specify the password to log in to BMC DTR. Specify the BMC DTR (containers.bmc.com) token that you download from EPD.

    If you use a local Harbor registry to synchronize with BMC DTR, specify the password to log in to your local registry.

    To update the password, click Change Password.
    DB_TYPESelect the database type that you want to use:
    • mssql
    • postgres
    • oracle
    DB_PORTSpecify the database port value.
    ORACLE_SERVICE_NAMESpecify the Oracle service name to use an Oracle database.
    DATABASE_HOST_NAMESpecify the host name of the database server.
    DATABASE_ADMIN_USER

    User name to log in to the database.

    If you select the DB_TYPE value as mssql or oracle, you can leave this field blank.

    Important: For PostgreSQL database, if you use a user other than the postgres user, make sure that you create a database with the same name as that of the user.

    DATABASE_ADMIN_PASSWORD

    Specify the password to log in to the database.

    If you select the DB_TYPE value as mssql or oracle, you can leave this field blank.

    To update the password, click Change Password.

    DATABASE_RESTORE

    Select this check box if you want to restore PostgreSQL database dumps automatically.

    If you have restored the database dumps manually, do not select this check box.

    IS_DATABASE_ALWAYS_ONSelect this check box if your Microsoft SQL database is in a high availability cluster.
    LOGS_ELASTICSEARCH_HOSTNAME  

    Specify the external IP address that you created for LOGS_ELASTICSEARCH or an internal cluster IP that is accessible for the BMC Helix Logging namespace.

    For more information about external IP for LOGS_ELASTICSEARCH, see Setting up the installation environment.

    FTS_ELASTICSEARCH_HOSTNAME           

    Specify the external IP address that you created for FTS_ELASTICSEARCH or an internal cluster IP that is accessible for the namespace where you install BMC Helix IT Service Management.

    For more information about external IP for FTS_ELASTICSEARCH, see Setting up the installation environment.

    FTS_ELASTICSEARCH_PORT        

    Specify the port of Elasticsearch FTS instance. The port number is 9200.

    FTS_ELASTICSEARCH_USERNAME           

    Specify the user name of Elasticsearch FTS instance.

    The default user name is admin.

    Important: Do not change the user name.

    FTS_ELASTICSEARCH_USER_PASSWORD

    Specify the password for the user of Elasticsearch FTS instance.

    The default password is admin.

    Important: Do not change the password.

    FTS_ELASTICSEARCH_SECURE

    Select this check box if Secure Socket Layer (SSL) is enabled in your environment.

    AR_LOCALE_TO_INSTALL

    Specify the locale to install the Action Request System. 

    For example: fr

    Supported locales are fr, de, it, es, ja, ko, zh_CN, pt_BR, he, ru, and pl. English locale is installed by default.

    Important: If you specify more locales to install, the installation time increases. It take approximately 2 hours to install one locale.

    This option installs the localized views, which are the language packs for the applications. It does not set the AR locale.

    IMAGESECRET_NAME

    Specify the name used to create Kubernetes image registry secret.

    Important: Use lower case alphanumeric characters and a hyphen (-) in the secret. The secret must start and end with an alphanumeric character. For example: image-1.

    BAKEDUSER_HANNAH_ADMIN_PASSWORD

    Specify the password for BMC Helix Digital Workplace administrator user hannah_admin.

    Specify a password that has minimum 8 characters, including one upper case character, one lower case character, and one special character.

    To update the password, click Change Password.

    AR_DB_NAME

    Specify the name of the BMC Helix Innovation Suite database.

    Important:

    • If you are using an Oracle database, specify the Oracle service name as the parameter value. Specify the same value as that of the ORACLE_SERVICE_NAME value.
    • Make sure that you the database name starts with a character. You can specify numbers and only the following special characters in the name:
      • Dollar $
      • Hash #
      • Underscore _
    AR_DB_USER

    Specify the BMC Helix Innovation Suite database user.

    ImportantMake sure that you the database user name starts with a character. You can specify numbers and only the following special characters in the name:

      • Dollar $
      • Hash #
      • Underscore _
    AR_DB_PASSWORD

    Specify the password for BMC Helix Innovation Suite user.

    To update the password, click Change Password.

    AR_SERVER_APP_SERVICE_PASSWORD

    Specify the password to access applications.

    To update the password, click Change Password.

    Important: The maximum password limit is 19 characters.

    AR_SERVER_DSO_USER_PASSWORD

    Specify the password to access the Distributed Server Option.

    To update the password, click Change Password.

    Important: The maximum password limit is 20 characters.

    AR_SERVER_MIDTIER_SERVICE_PASSWORD

    Specify the password to access the Mid Tier.

    To update the password, click Change Password.

    Important: The maximum password limit is 20 characters.

    SMARTREPORTING_DB_NAME

    Specify the name of the BMC Helix ITSM: Smart Reporting database.

    ImportantMake sure that you the database name starts with a character. You can specify numbers and only the following special characters in the name:

      • Dollar $
      • Hash #
      • Underscore _
    SMARTREPORTING_DB_USER

    Specify the  BMC Helix ITSM: Smart Reporting database user.

    ImportantMake sure that you the database user name starts with a character. You can specify numbers and only the following special characters in the name:

      • Dollar $
      • Hash #
      • Underscore _
    SMARTREPORTING_DB_PASSWORD

    Specify the password for the BMC Helix ITSM: Smart Reporting user.

    VC_RKM_USER_NAME

    Specify the user name for BMC Helix Virtual Agent.

    VC_RKM_PASSWORD

    Specify the password for the BMC Helix Virtual Agent user.

    To update the password, click Change Password.

    VC_PROXY_USER_LOGIN_NAME

    Specify the proxy user login name for BMC Helix Virtual Agent.

    VC_PROXY_USER_PASSWORD

    Specify the password for the BMC Helix Virtual Agentproxy user.

    To update the password, click Change Password.

    DWP_CONFIG_PRIMARY_ORG_NAME

    Specify the organization name for BMC Helix Digital Workplace.

    For example: Petramco

    DWP_CONFIG_SUBTENANT_USER_PASSWORD

    Specify the password for the BMC Helix Digital Workplace user.

    AR_SERVER_ALIAS

    Specify the alias name of AR System server.

    Important: Make sure that you specify the value for this parameter.

    PLATFORM_ADMIN_PLATFORM_EXTERNAL_IPS

    Specify the external IP address to enable external access.

    The external IP must be in JSON list format within square brackets. Multiple values must be separated by a comma with no space after the comma.

    Example: [10.168.xx.xx,10.168.xx.xx]

    Important: Make sure that you specify the value for this parameter if your Kubernetes or Openshift cluster is not in a cloud environment

  10. In the RSSO_PARAMETERS section, specify the following parameters:

    Parameter nameDescription
    RSSO_URL

    BMC Helix Single Sign-On URL that you used during the BMC Helix Platform services deployment.

    For example, specify https://<LB_HOST>/rsso 

    LB_HOST is the load balancer host name that you used in the infra.config file during the BMC Helix Platform services deployment.

    Important: Make sure that you do not specify a forward slash ( / ) at the end of the URL.

    RSSO_ADMIN_USER

    Administrator user name to login to BMC Helix Single Sign-On by using the RSSO_URL.

    RSSO_ADMIN_PASSWORD

    Password to login to BMC Helix Single Sign-On by using the RSSO_URL.

    TENANT_DOMAIN

    Value of the Tenant parameter that you specified while configuring the BMC Helix Single Sign-On realm.

    The following image shows an example value of the Tenant parameter in a BMC Helix Single Sign-On realm:

  11. In the ITSM_INTEROPS_PARAMETERS section, specify the following parameters:

    Parameter nameDescription
    HELIX_PLATFORM_DOMAINDomain name of the cluster where BMC Helix Platform is installed.
    HELIX_PLATFORM_CLUSTERCluster name where BMC Helix Platform is installed.
    HELIX_PLATFORM_NAMESPACENamespace where BMC Helix Platform is installed.
    HELIX_PLATFORM_KUBECONFIG_CREDENTIAL

    Jenkins credential ID that contains the kubeconfig file for the Kubernetes cluster where BMC Helix Platform is installed.

    If you have installed BMC Helix Platform on one cluster and you are installing BMC Helix IT Service Management on another cluster, add BMC Helix Platform cluster kubeconfig file as a credential in your Jenkins server.

    Learn about configuring a kubeconfig file at Setting up BMC Deployment Engine.

    HELIX_PLATFORM_CUSTOMER_NAMERegistered tenant name in BMC Helix Platform.
    ITSM_USER

    User name to log in to BMC Helix ITSM.

    Use the hannah_admin user.

    ITSM_Password

    Password for  BMC Helix ITSM user.

    Use the BAKEDUSER_HANNAH_ADMIN_PASSWORD parameter value.

  12. In the Select the services for interoperability configuration section, select the services that you want to enable for the tenant that was created during the BMC Helix Platform installation.

    Parameter nameDescription
    BMC_HELIX_ITSM_Insights

    Select this check box to enable BMC Helix ITSM Insights.

    BMC_HELIX_SMART_IT

    Select this check box to enable BMC Helix ITSM: Smart IT.

    BMC_HELIX_BWF

    Select this check box to enable BMC Helix Business Workflows.

    Select this check box to enable BMC Helix Digital Workplace.

    BMC_HELIX_INNOVATION_STUDIOSelect this check box to enable BMC Helix Innovation Studio.
    BMC_HELIX_DWPA

    Select this check box to enable BMC Helix Digital Workplace Catalog.

  13. In the SPLUNK CONFIGURATION DETAILS section, do not specify any value for the parameters.
  14. Click Build.
    The HELIX_ONPREM_DEPLOYMENT pipeline installs the platform and applications. After the BMC Helix IT Service Management installation is complete, you must apply application licenses within three days.

  15. To perform the post-installation configurations, rebuild the HELIX_ONPREM_DEPLOYMENT pipeline by selecting the HELIX_POST_DEPLOY_CONFIG check box in the PRODUCT-DEPLOY section.

    Important

    Make sure that you perform this step after the successful installation of BMC Helix IT Service Management because it deletes the Demo user that is used for installation.

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To address a failed pipeline execution

If you encounter an error related to signatures, and the HELIX_ONPREM_DEPLOYMENT pipeline execution fails, you must approve the signature.

The following image shows an example error:

To approve a signature, perform the following steps:

  1. In the HELIX_ONPREM_DEPLOYMENT pipeline Console Output, in the logs, click Administrators can decide whether to approve or reject this signature.
    You are redirected to http://<jenkins_host:port>/scriptApproval/.
  2. Approve the signature.
  3. Rebuild the HELIX_ONPREM_DEPLOYMENT pipeline.

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To install AR System clients

  1. In your local system, unzip the AR System clients installer ARSuiteKitDeveloperWindows21.3.02.zip file.
  2. Navigate to the Disk 1 folder and run the setup.exe file.

  3. On the Introduction page, click Next.
  4. On the License Agreement page, review the license agreement, click I agree to the terms of license agreement, and then click Next.

  5. On the User Inputs page, in the Destination Directory field, specify the directory in which you want to install the AR System clients, and click Next.
    The default location is C:\Program Files\BMC Software\ARSystem
  6. In the 64-bit JAVA Path field, specify the JRE path, and click Next.
  7. In the Workspace field, specify the the directory in which you want  to install Developer Studio, and click Next.
    The default location is C:\Users\Administrator\DeveloperStudio
  8. In the field, Data Import Tool field, specify the location where you want to install Data Import Tool, and click Next.
    The default location is C:\Users\Administrator\DataImportTool
  9. Click Install.
    The AR System clients are installed.
  10. (Optional) To review the installer log for any errors, click View Log.
    The install logs are available at the C:\Users\Administrator\AppData\Local\Temp\arsystem_install_log.txt location.
    After you have analyzed the logs, close the log.
  11. To exit the AR System clients installer, click Done.

To perform post-installation checks

  1. Verify the platform and application components pod are running by using the following command:

    kubectl get pod -n <namespace>

    The following image shows an example:

  2. Verify that the you can access the platform and application components by using the following URLs:

    ApplicationURL

    Mid Tier

    https://<midtier-user ingress name>/arsys

    Use the hannah_admin user credentials to login.

    BMC Helix Innovation Studio

    https://<platform-user ingress name>/helix/index.html#/com.bmc.arsys.rx.innovationstudio

    Use the hannah_admin user credentials to login.

    BMC Helix Innovation Studio landing page URL that lists all the application links is as follows:

    https://<platform-user ingress name>

    BMC Helix CMDB

    https://<platform-cmdbapi>/cmdb/index.html

    Use the hannah_admin user credentials to login.

    BMC Helix ITSM: Smart IT

    https://<smartit ingress name>

    To access

    BMC Helix ITSM: Smart IT, you must set up a user with a specific Smart IT role.

    Learn about Smart IT roles and adding a user at  Smart IT roles and permissions Open link and Adding people without using templates Open link .

    BMC Helix ITSM: Smart Reporting

    https://<smartreporting ingress name>

    Use the siadmin user credentials to login.

    BMC Digital Workplace Catalog

    https://<catalog ingress name>/dwpc/index.html

    Use the hannah_admin user credentials to login.

    BMC Digital Workplace

    https://<dwp-default-ingress ingress name>

    Use the hannah_admin user credentials to login.

    BMC Live Chat

    https://<virtualchatserver ingress name>

    Use the admin user credentials to login.

    Openfire

    https://<openfire ingress name>

    Use the admin user credentials to login.

    Support Assistant tool

    https://<supportassisttool ingress name>

    Use the following default local user credentials:

    • User name—admin

    • PasswordsatAdmin1#

    Important: When you login for the first time, the change password field is displayed in the login dialog box. Make sure that you change the login credentials.

    To find the ingress names, in your Jenkins server, run the following command:

    kubectl get ing -n <namespace>

    The following image shows an example output of the command:


    For example: URL to access Mid Tier is https://rtm-dev.aus-ranch.bmc.com/arsys.

Important

If your database IP or DNS address changes post-installation of BMC Helix IT Service Management, to update the database details, see the knowledge article How to change Database IP / DNS post-installation Open link .

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To restart application pods

After you perform a fresh installation of BMC Helix IT Service Management, if you want to restart all the application pods, perform the following steps:

  1. Log in to the BMC Deployment Engine that is the Jenkins server.
  2. Restart the BMC Helix Platform Common Services pods.
    1. Restart the BMC Helix Platform statefulset services by running the following commands:

      for i in `kubectl -n <BMC Helix Platform namespace> get statefulset -o name`;
      do kubectl -n <BMC Helix Platform namespace> rollout restart $i; done

      Wait for the statefulset services to restart.

    2. Restart the BMC Helix Platform deployment services by running the following commands:

      for i in `kubectl -n <BMC Helix Platform namespace> get deployments -o name`; 
      do kubectl -n <BMC Helix Platform namespace> rollout restart $i; done
  3. Restart the BMC Helix IT Service Management pods.

    1. Restart the BMC Helix IT Service Management statefulset services by running the following commands:

      for i in `kubectl -n <BMC Helix Innovation Suite namespace> get statefulset -o name`; 
      do kubectl -n <BMC Helix Innovation Suite namespace> rollout restart $i; done

      Wait for the statefulset services to restart.

    2. Restart the BMC Helix IT Service Management deployment services by running the following commands:

      for i in `kubectl -n <BMC Helix Innovation Suite namespace> get deployments -o name`; 
      do kubectl -n <BMC Helix Innovation Suite namespace> rollout restart $i; done

To install additional locales

After you perform a fresh installation of BMC Helix IT Service Management, if you want to install additional locales, perform the following steps:

  1. In the HELIX_ONPREM_DEPLOYMENT pipeline, in the Build History section, select the last job, and click Rebuild.
  2. In the PRODUCT-DEPLOY section, select the HELIX_GENERATE_CONFIG option.
  3. In the DATABASE_REGISTRY_STORAGE_PASSWORDS_SECRETS_DETAILS section, in the AR_LOCALE_TO_INSTALL parameter, add the additional locales that you want to install.
  4. Build the HELIX_ONPREM_DEPLOYMENT pipeline by using the Rebuild option.
  5. Select the HELIX_ONPREM_DEPLOYMENT pipeline, select the latest build, and click Rebuild.
  6. In the CUSTOMER-INFO section, specify the DEPLOYMENT_MODE parameter value as SERVICE.
  7. In the PRODUCT-DEPLOY section, select the HELIX_PLATFORM_DEPLOY, HELIX_NONPLATFORM_DEPLOY, HELIX_SMARTAPPS_DEPLOY option.
  8. Click Rebuild.


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To install additional products

After you perform a fresh installation of BMC Helix IT Service Management, if you want to install additional products later, perform the following steps:

  1. In the HELIX_ONPREM_DEPLOYMENT pipeline, in the Build History section, select the last job, and click Rebuild.
  2. In the PRODUCTS section, select the additional products that you want to install.
    For example, to install BMC Helix Business Workflows, select the HELIX_BWF option.
  3. In the PRODUCT-DEPLOY section, select the HELIX_GENERATE_CONFIG option.
  4. Build the HELIX_ONPREM_DEPLOYMENT pipeline by using the Rebuild option.
  5. Select the HELIX_ONPREM_DEPLOYMENT pipeline, select the latest build, and click Rebuild.
  6. In the CUSTOMER-INFO section, specify the DEPLOYMENT_MODE parameter value as SERVICE.
  7. In the PRODUCT-DEPLOY section, select the respective product deployment pipeline.
    For example: To install BMC Helix Business Workflows, select the HELIX_SMARTAPPS_DEPLOY option.
  8. Click Rebuild.

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To scale down ITSM Insights services

If you select ITSM Insights during BMC Helix Platform services installation and you do not want to use the ITSM Insights services, scale down the services to save the resource utilization. To scale down the services, perform the following steps:

  1. In the namespace where you install BMC Helix Platform services, run the following command:

    kubectl get deployment -n <BMC Helix Platform namespace> | grep aif

    Sample output:

    aif-api-service 1/1 1 1 23d
    aif-clustering-ingestion-service 1/1 1 1 23d
    aif-clustering-query-service 1/1 1 1 23d
    aif-clustering-service 1/1 1 1 23d
    aif-core-service 1/1 1 1 23d
    aif-incident-ingestion-service 1/1 1 1 23d
    aif-job-manager-service 1/1 1 1 23d
    aif-machine-learning-utilities 1/1 1 1 23d
    aif-ticket-service 1/1 1 1 23d
  2. Run the following command:

    kubectl get deployment -n <BMC Helix Platform namespace> | grep victoria

    Sample output:

    victoria-metrics-cluster-vminsert 3/3 3 3 16d
    victoria-metrics-cluster-vmselect 3/3 3 3 16d
  3. Run the following command:

    kubectl get sts -n <BMC Helix Platform namespace> | grep victoria

    Sample output:

    victoria-metrics-cluster-vmstorage 3/3 16d
  4. Scale down the services listed in steps 1, 2, and 3 to zero replicas.
    For example, to scale down the aif-api-service and victoria-metrics-cluster-vmstorage services, run the following commands:

    kubectl scale deployment aif-api-service -n <BMC Helix Platform namespace> --replicas=0
    kubectl scale sts victoria-metrics-cluster-vmstorage -n <BMC Helix Platform namespace> --replicas=0

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Where to go from here

Next task

Proceed with Obtaining license keys

Back to process

If you are finished Obtaining the license keys, return to the appropriate installation or upgrade process:

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