This documentation supports the 9.1 version of Change Management.

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

Creating approval mappings for people and support groups related to CI for Release Management

Beginning with version 9.1.04, you can create approval mappings to map individuals or support groups related to a CI to become approvers when the CI is related to a release request. The approvers are allowed based on the relationship of their role with the CI.

Note

This approval mapping does not apply to the People-CI relationship of the People Organization type.

With this enhancement, you can create the following approval mappings on the Approval Mappings form:

Approval mapping Approvers
Individual Based on CI Role

The individuals related to a CI by the following roles:

  • Approved By
  • Managed By
  • Created By
  • Owned By
  • Supported By
  • Used By

For example, the App admin, who is related to a Computer System CI by the Approved By role.

Group Based on CI Role

The support groups that are related to a CI by the following roles:

  • Approved By
  • Managed By
  • Created By
  • Owned By
  • Supported By
  • Used By

For example, the Back office support group related to a Computer System CI by the Managed By role.

Approval Mappings form


Before you begin

  • Ensure that you create a relationship between a CI and individuals or support groups by using BMC Asset Management. For information about creating relationships, see  Relating people, organizations, and groups to CI  in BMC Asset Management 9.1 online documentation.

  • If you load the approval mappings by using the Data Management, enter the following values in the APR_LoadApproverLookup tab of the Release_Process_Setup.xlsm to get these approval mappings on the Approval Mappings form.

    Column Value
    Approval For
    • Individual Based on a CI Role
    • Group Based on a CI Role
    Role
    • Approved By
    • Managed By
    • Created By
    • Owned By
    • Supported By
    • Used By
  • When you create the Group Based on CI Role mapping, assign the Release Approver role to at least one member of the support group because, the members having the approver role are designated as approvers. If you do not assign the role to any support group member, the request is auto-approved.

    Warnings

    A release request is auto approved in the following scenarios:

    • If you have configured the Group Based on CI Role mapping and the members of the group do not have the required functional role.
    • If you have set the Assignment Availability value as No and the Status field value other than Enabled on the approval mappings form.

To create approval mapping

  1. Navigate to the Application Administration Console > Custom Configuration tab.
  2. From the Application Settings list, select Release Management > Approval > Approval Mappings, and then click Open.
  3. In the Approval Indicator field, select Release.

    Note

    This approval mapping option is applicable only to a change and release request. If you select a value other than Change or Release, the approval mapping does not appear on the Approval Mappings form.

  4. In the Approval For field, select either of the following values to suit your business need:
    1. Individual Based on a CI Role
    2. Group Based on a CI Role
  5. From the drop-down list for Role, select a role for the approver, for example: Approved by.
  6. In the Phase Name field, select which approval phase needs mapping in the application, for example: Initiate.
    When you select a phase name, the Phase Company field is populated automatically.

  7. (Optional) On the Impacted Area/CI tab in the Additional Mappings area, from the Select On drop-down list, select either CI Type or CI Name based on your business need.
    • If you select CI Type, specify the type of CI for which you want the approval mapping. 

    • If you select CI Name, specify the name of the CI in the CI Name+ field.

      Note

      The mapping restrictions are based on the values that you select in this procedure.

      For example, when you select a value for CI Type, the mapping is restricted to a particular CI type (Computer System). However, if no value is specified, the mapping is applied to all CI types.

      If you select either CI Type or CI Name, you must configure the Release Level CI process in Approval Process Configuration.

  8. Click Save.
    The approval mapping is created. You can now create a release request.

Approval mapping example

The following example explains how the approval mapping works.

Allen Allbrook, the release coordinator at Calbro Services, wants the Backoffice Support Group, related to Computer System CI by the role Approved By, to approve the release requests when this CI type is attached to the request. He wants the approval at the Initiate phase of the request. He creates an approval mapping by following the steps in the above procedure and selecting the appropriate values on the Approval Mappings form.

Now, whenever he creates a release request and attaches a Computer System CI to it, the approval mapping is applied. At the Initiate phase, Allen sees the name of Mary Mann, who is a member of the Backoffice Support Group with the functional role of Release Approver, in the list of approvals. Only after the release request is approved by her,  the request moves to the next phase.

Similarly, you can also create an approval mapping for an individual related to the CI by some role. For example, the App admin related by the Approved By role.

If the Calbro Services sample data is installed on your server, you can log in to Release Management as users mentioned in the table below and test the relationship between release requests and the Approval Server. To simplify the example, open two instances of the web client, and then log on to your development server with your sample users.

User

Application permissions

Support group

Support group functional role

Allen Allbrook

Release User

Release Coordinator Group

Release Coordinator

Mary Mann

Release User

Backoffice Support Group

Release Approver

To test the relationship between release requests and the Approval Server: 

  1. As Allen Allbrook, create a release request and attach the CI or CI Type for which you have created the approval mapping. When you attach the CI, select the Relationship Type as Related to.
  2. Use the Process Flow Status wizard to move the release request sequentially through the release management lifecycle. 
  3. View the information in the Approvers table at each phase.
    If you have correctly created your approver mappings, the names of the individuals from the support group that you mapped in step 1 to step 8 appear in the list of approvers.  
    In this example, the name of Mary Mann appears in the list of approver at the Initiate phase. 
  4. Log on to your server as Mary Mann, open the Approval Console, and then approve the request.
  5. Go back to the window where Allen Allbrook is logged in, and then refresh the release request. 
    The Approvers table is now empty and the release request has moved to next stage.

Related topics

Configuring approval mappings

Creating approval mappings for people and support groups related to CI for BMC Change Management

Was this page helpful? Yes No Submitting... Thank you

Comments