Phased rollout


This version of the software is currently available only to early adopter SaaS customers as the first step in our phased rollout.

Quick start for administrators

This topic is intended for IT managers and administrators who are responsible for rolling out BMC Helix Digital Workplace to their organization. This topic can help you get started, whether you are currently using BMC Service Request Management or are new to self-service.

Best practice

We recommend that you first implement the Catalog and then implement additional functionality.

Related products

BMC Service Request Management Open link

BMC Business Workflows Open link

Basic concepts for BMC Helix Digital Workplace administrators

As you get started, be aware of the following concepts:

These components are described in the following text.

  • Catalog—The Catalog provides an intuitive experience for browsing and searching for service requests, knowledge articles, and additional items. If you are currently using BMC Service Request Management, you can use your existing service requests and knowledge articles to create an experience that is familiar to your self-service users. Otherwise, you can start with the service requests that are included in the starter kit. Knowledge articles are not included in the starter kit; you can create knowledge articles by using BMC Helix ITSM: Smart IT or BMC Helix ITSM: Knowledge Management.
  • Approvals—Managers can approve and reject business requests within the BMC Helix Digital Workplace.
  • NotificationsNotifications alert business users when their requests need attention, for example, if an IT staff member asks a question that requires a reply. Notifications also alert managers when a request is waiting for their approval.

Process overview for administrators

The following diagram illustrates the process for implementing BMC Helix Digital Workplace:


When you expand your implementation of BMC Helix Digital Workplace, you might choose either of the following options:

  • Expand your Catalog by integrating with other products. For example, with BMC Helix Digital Workplace, you can add HR requests and knowledge articles into your Catalog. 
  • Start to use the following capabilities in BMC Helix Digital Workplace Advanced:
    • With BMC Helix Digital Workplace Catalog, you can bring external offerings into your Catalog and can enhance the Catalog with the shopping cart experience.
    • Leverage the location-aware self-service capabilities by adding locations and assets.

Starting configuration for BMC Helix Digital Workplace

The following example for starting BMC Helix Digital Workplace configuration is a step up from the Request Entry Console in BMC Service Request Management. In BMC Helix Digital Workplace, you can easily browse and search the Catalog. Business users also get the additional benefits of using their mobile devices and scheduling appointments with the help desk. The simplicity of this configuration makes it easy for self-service users to get started. A new installation of BMC Helix Digital Workplace includes a starter kit that populates your Catalog with popular requests.

How BMC Helix Digital Workplace looks with an example configuration applied

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