This documentation applies to the 8.1 version of Change Management, which is in "End of Version Support." You will not be able to leave comments.

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

Managing Calendar administrator preferences

As an administrator, you can perform the following actions to customize the Calendar:

  • Customize the display preferences like the default filter, view, and duration
  • Add or remove fields to be displayed on InfoTips
  • Select the color scheme field and customize the colors
  • Manage custom queries

If you are using Service Pack 1 for version 8.1.00, you can also perform the following customizations:

  • Manage data source status settings
  • Set auto-collision

Notes

You must have the functional role of Change Config, Change Master, Release Config, or Release Master to modify administrator preferences.

If you are using Service Pack 1 for version 8.1.00, the Incident Master, Incident Config, Problem Master, and Problem Config permissions are also supported for modifying Calendar administrator preferences.

To manage the Calendar administrator preferences

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, select one of the following options and then click Open:

     

    • Foundation > Advanced Options > Calendar Configuration (requires Service Pack 1 for version 8.1.00)
    • Change Management > Advanced Options > Calendar
    • Release Management > Advanced Options > Calendar Configuration

      The Calendar Configuration form appears.
  3. Select the data source
    The data source defines the set of forms that are used to populate the data. From the list, you can select the primary data source preference — change or release.
    If you are using Service Pack 1 for version 8.1.00, you can additionally select incidents or problems as the primary data source preference.


    Select Default to use the selected option as the default data source.

    Note

    You must enable the data source before you can set it as the default data source.

    If you are upgrading from an earlier version to Service Pack 1 for version 8.1.00, you must enable incidents and problems as data sources from the Status field to use the enhanced functionality. However, if you are performing a fresh installation of BMC Remedy ITSM Suite Service Pack 1 for version 8.1.00, incidents and problems are enabled as data sources, by default.

    The Company and Primary forms fields are auto-populated with the appropriate values.

  4. Open the Preferences tab to define the following data display preferences:

    Field name

    Description

    Query

    Select the default filter to apply to the Calendar data. The filter lists the predefined queries and user-created custom queries.

    View

    Select the preferred view. You have the following options:

    • Calendar — View the calendar events on a calendar view.
    • Eventlist — View a list of the calendar events.
    • Timeline — View the calendar events and records related to them across a timeline.

    Timespan in

    Select the duration (Days, Weeks, or Months) for which the calendar events are displayed.

    Status

    Select a status for the selected data source: Proposed, Offline, Obsolete, Archived, or Delete.

    The status must be set to Enabled for the data source to be marked as a default data source. 

    If the data source should not be available in BMC Remedy ITSM, select Delete.

    Note: This field is available only if you have installed Service Pack 1 for version 8.1.00.

    Auto collision

    Select this option to enable the auto-collision detection feature in the Calendar. The Calendar displays a collision indicator on the changes that have collisions detected. 

    Notes:

    The auto-collision detection feature is applicable only for changes and releases.

    This field is available only if you have installed Service Pack 1 for version 8.1.00.

     

  5. Open the InfoTip Template tab and customize the fields that are included in the InfoTip that is displayed when you hover over an event on the calendar.

    Section

    Description

    All Fields

    Lists the data source fields that are not currently displayed on the InfoTip. To add a field from this list to the InfoTip, select the field and click >.

    InfoTip Fields

    Lists the data source fields that are displayed on the InfoTip. To remove a field from the InfoTip, select the field and click <.

    InfoTip Template

    The template file that includes details of the selected fields displayed on the InfoTip. If you add a field to or remove a field from the InfoTip Fields section, you must include or remove the field details from this template file and upload it again for your changes to take effect. 

    For example, if you add the Product Name field to the InfoTip Fields section, you must perform the following steps:

    1. Click Save to Disk to download and save the attached template.
    2. Add the following entry to the file and save it: 

      <tr><td class=\"toolTipLabel\">{1000002268Label}:</td><td>{1000002268}</td></tr>

      1000002268 is the displayed Field ID for the Product Name field.
      The field ID is displayed with the field name in the All Fields and InfoTip Fields lists.
    3. Click Add to select, upload, and replace the existing template file with the file that you updated.

     

    Open the Colors tab and select field and color preferences for the calendar data. Select the field for which you want to define the color scheme from the Color scheme based on field. 

    Data source

    Available fields

    Change Request

    • Change Reason
    • Change Request Status
    • Class
    • Impact
    • Priority
    • Risk Level
    • Urgency

    Release Request

    • Business Justification
    • Deployment Type
    • Impact
    • Milestone
    • Priority
    • Release Status
    • Release Type
    • Risk Level
    • Urgency

    Incident Record

    (requires Service Pack 1 for version 8.1.00)

    • Impact
    • Incident Type
    • Priority
    • Reported Source
    • Status
    • Urgency
    Problem Record

    (requires Service Pack 1 for version 8.1.00)

    • Impact
    • Investigation Driver
    • Priority
    • Status
    • Urgency

    The valid values for the selected field are displayed in the table on the tab. 
  6. To change the color value of a field, select the field from the table, select a color from the color panel, and click Change Color. 

  7. Open the Manage Queries tab and perform the following steps:
    1. Click Create Query to define a new query, or select an existing query from the Query Selection list.

      Add or modify the following query details:

      Field name

      Description

      Query Tier

      Select or enter up to three levels of categorization for your query. The Query Tier fields allow three levels of categorization for your search queries.

      Note:

      If you are creating a new query with an existing tier value, you must add the same level of tier values for the new query, as defined for the existing tier value.

      For example, you create a query with Tier 1 = Change, Tier 2 = Status, and Tier 3 = Open.

      Any new queries you define with Tier 1 = Change must include Tier 2 and Tier 3 values, and any new queries you define with Tier 1 = Change and Tier 2 = Status must include a Tier 3 value.

      Data Source

      This field is auto-populated depending on the data source selected.

      Form

      Select the form that you want to use to build your filter query. The Form list displayed depends on the data source selected.

      For Change Management, the following forms are available:

      • Change and Associations — Performs a search of change records and associated records
      • Change and Impacted Areas — Performs a search of change records and related impacted areas
      • Change Management Main Form — Performs a basic change record search
      • Release Manifest to Change Association — Performs a search for change records included within a release manifest

      For Release Management, the following forms are available:

      • Release and Associations — Performs a search for release records and associated records
      • Release Management Main Form — Performs a basic search of the release records

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      Build Qualification

      Click the (+) icon to add search criteria to the defined filters based on the fields from the data source form. Use the Advanced Qualification builder to define the search criteria by using a combination of valid operators, wildcards, and keywords and fields found on the selected form.

      The Advanced Qualification dialog box includes to the following items:

      • Operators and symbols required to create the search query
      • The Keywords field, which enables you to select basic BMC Remedy ITSM keywords
      • The Fields option, which displays the database name of the fields available on the selected data source form.

      Use the operators, symbols, and fields to create your query, and then click Select to save the query.

      Enable status

      Select this option to enable the query.

    2. Click Save Query to save the new query or updates made to the existing query.
      Any new queries that you create are listed under the query tiers that you defined when creating the query in the Query selection list of the Manage Queries dialog box. Log off and log on again to view the new queries in the Queries > Predefined Queries list of the Filters & Queries pane.
    3. To delete an existing query from the Query Selection list, select it and click Delete.
  8. Click Save to save your changes.

Related topics

Example: Setting administrator preferences

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