Integrating BMC Client Management with FootPrints

After BMC Client Management is installed and configured, you must enable it in FootPrints.

Warning

If you skip this step, communication between the two applications will not work.

The following topics are provided:

To enable BCM in FootPrints

  1. Click the Administration tab.
  2. In the System Management section, click Integration > BMC Client Management.
    The BCM Setup page appears.
  3. Select Enable BCM.
  4. Enter the Server Address, Server Port, and Web Services Port for your BCM master instance.
  5. In the Integration Account section, enter your BCM account credentials, and click Test Connectivity.
    This account does not need any permissions in FootPrints but must have sufficient permissions in BCM to allow the import activities to occur. The integration account is used to validate the connection. A confirmation message appears if the connection was successful.
  6.  (Recommended) In the Default User Name section, enter the BCM user credentials, and click Test Credentials.
    This is the user name that your Agents use for basic access. If entered, it can be used to validate the credentials. However, the Integration Account is also used for this purpose. Also, your Agents can use their specific account instead by updating their profile.
    A confirmation message appears if the account was validated.
  7. Click Save.
    You can return to this page at any time to change the credentials entered above.
  8. Refresh your browser window before proceeding to enabling BCM for your workspaces.
    This ensures that the BCM Integration option appears on the interface.

To enable BCM for a workspace

  1. Open the workspace where you want to enable BCM:
    1. Click the Administration tab.
    2. In the Workspaces section, click the workspace name or click Manage to open the Workspace Administration page. Then double-click the workspace.
  2. In the left pane, click BMC Client Management.

    You may have to refresh your browser or log out and back in to FootPrints to see this option.

  3. Select Enable BCM.
  4. (Optional) In the Items column, select an item.
  5. (Optional) In the Select assets associated to a contact automatically list, select when asset lookup should be performed.
    For example, you might select when an agent selects a contact or when a customer submits a new record.
    If you select an option in this field, make sure to select trigger fields in the next step so the automatic selection will work.

    Note

    When you select the option to perform lookups when customers submit new records via the web site, the system searches the address book for a match to the customer’s logged-in user ID based on the primary key designated in the address book. The value of the lookup field defined below for that contact is used when searching for an asset.

  6. (Optional) To trigger an asset lookup when a contact is selected in the Asset Lookup Trigger Fields section:
    1. Click Add.
    2. Select Address Book, Contact Record, and Lookup Field.
    3. Click Update.
  7. Click Save.

  8. Publish the workspace to implement your changes:

    1. Click Save and Publish.

      A confirmation message appears.

    2. Click Yes.

      The Publication Succeeded message appears, showing the number of errors and warnings. An Asset item is created and includes the fields in your BCM database.

Next step

Integrating a CMDB with BMC Client Management

Related topic

Adding asset lookups to tickets

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