As a user assigned administrative responsibilities, you may need to configure and administer parts of the BMC FootPrints Service Core working environment such as the data containers, the record types stored in them, and so on. This topic lists the tasks required to create or customize FootPrints Service Core features, in the order that you should perform them. There are links to the related Help topics for quick access. You may want to bookmark this page so you can return to this page and quickly locate the topics you need next.
Once you configure a part of the application (such as an address book and its records), you perform those same configuration steps to maintain and enhance the settings, returning to the Configuring your working environment topics as needed to gather additional information or refresh your memory.
Each Help topic includes links to related topics so you can work without stopping to identify the next step. In addition, at any time, you can run and export a report of the current configuration settings for your containers to help you track which changes you have made and which remain to be done. Where it is useful, Next Step information is provided so you can work on configuration tasks without searching the help to identify what to do next.
If you have not already done so, review the Navigating in BMC FootPrints Service Core topic for useful information.
Taking the setup expressway
BMC FootPrints Service Core includes several Business Process templates to serve your IT needs, as well as the needs of Human Resources and other departments. These templates include the basic elements (data containers such as Workspaces and Address Books, item (record) definitions, business rules, reports, and so on) needed to create an environment for the selected business process. You can then customize as little or as much as you want to support your business needs.
Using Business Process templates can help you understand more quickly the capabilities provided by FootPrints Service Core and makes moving to production much faster.
Getting to work
Do you want to configure a very basic ticket-tracking environment or does your environment require complex data tracking and automation? Did you take advantage of the Business Process templates to create your environment?
In either case, you will want to follow the same path to configure the details. That path is described here and in the attached checklist. As each part is completed, you have the option of just saving your changes (in Draft mode) or saving and publishing your changes which implements the changes in production. Publishing is done at the container level. It runs quickly and you can republish as often as you like.
You can always return to a configuration page to update or enhance your configuration settings.
The following linked list maps this path through the Help topics, leaving you to decide how little or how much to customize along the way:
- Creating containers for your data
- Configuring record definitions
- Linking to records and data
- Importing data
- Setting up user groups and configuring user access
- Setting up synchronization
- Automating notifications and other actions
- Setting up search queries and report definitions
- Configuring the interface
- Testing your configuration settings
- Managing your configuration settings
The linked list is also available as a standalone checklist.
When you have worked through the topics listed on this page, you should have a basic working environment. You do not need to stop with the topics listed here. There are many additional topics in the Help that provide specific instructions and examples for configuring the many options provided by FootPrints Service Core.These topics are listed in the Related topics sections of the Help pages.
Further information is available at:
- The BMC FootPrints Service Core User Community where you can see what other users are talking about, post a question or answer of your own, watch a video, and so on.
- The BMC FootPrints Support site where you can search the knowledge base, download user guides, and so on.