This documentation supports the 19.08 version of BMC Helix ITSM.

To view an earlier version, select the version from the Product version menu.

19.08 enhancements

This page contains information about enhancements in the version 19.08 of BMC Helix ITSM Suite.



AR System enhancements

Improved usability when adding all form fields to the AR System Report

You can select all fields on a form when you are creating an AR report. This usability enhancement is especially helpful if the form has multiple fields and you want to select all fields in one go.

For example, if you are creating an AR Report by using CTM:People form data, the Add All button helps you add all fields on the form.



For more information, see Defining custom AR System Reports.

Ability to easily troubleshoot Mid Tier session time-out error

BMC offers a framework in Mid Tier to differentiate between all possible causes of 9201 error. This helps you to quickly determine the root cause of 9201 error.

Each Mid Tier has a unique instance ID (MTID). The Mid Tier log file tracks the MTID, session ID, and cookie ID. When session time-out occurs you can check the Mid Tier log files and can track the session time-out by using the unique MTID.


For detailed information about Mid Tier log statements for session invalidation, see Troubleshooting the ARERR 9201 error.

Optimizing Row-level security performance by using the Subquery algorithm

Row-level security introduces a new Subquery algorithm. This algorithm helps to fetch results faster from the RLS enabled fields.

The Row Level Security field panel in Remedy Developer Studio has a new Enable Security Table option. You can use the Subquery algorithm if you select the Enable Security Table option.

When you select the Enable Security Table option, the AR System Server creates a new Security table (S table) for a particular form. The S table has the same schema ID as that of the database table. The AR System Server generates index on the S table. This one-time asynchronous operation separates permission data into an S table, resulting in faster results.


You can use the Subquery algorithm on a form where to observe performance issue while fetching Row-level security data. For example, in Remedy Smart Reporting, querying the database might take time for users other than admin users. In this case, the Subquery options helps to fetch faster results. For more information about using the Subquery option, see Setting the Row-level Security fields.

Support for Office 365 and Exchange Server 2016

Starting with Remedy version 19.08, you can choose a new protocol called Exchange Web Service (EWS) as the email server type while configuring your mailbox. On the AR System Email: Mailbox Configuration form, you can select EWS as an Email Server Type. EWS is supported by Exchange Server version 2016 and later. After upgrading to Exchange Server 2016 and integrating Remedy Email Engine with Exchange Server 2016, you can send and receive emails via Outlook 2016.

If you upgrade to Exchange Server 2016, you cannot use the MAPI protocol with Remedy Email Engine because Microsoft has stopped supporting MAPI with the release of Exchange Server 2016. To integrate Remedy Email Engine with Exchange Server 2016, you must use the EWS protocol while configuring your mailbox.

For information about configuring mailboxes, see Configuring incoming mailboxes and Configuring outgoing mailboxes.

Ability to modify the permissions of components in Centralized Configuration

BMC offers Role-to-Group mapping of components in Centralize Configuration. An administrator can choose to modify this mapping by using the AR System Configuration Permission Model Registry form.


For more information, see Modifying permissions of components in Centralized Configuration.

Smart Reporting enhancements

Ability to execute database functions defined in AR System Server by using Freehand SQL

In versions earlier than 19.02, a Smart Reporting report writer could run a pre-defined set of JDBC functions only. In version 19.02, a Smart Reporting report writer can run and use any database function by using the Freehand SQL calculated field builder in reports and views. For more information on Freehand SQL, see Freehand SQL.

Ability to create custom reports by using Advanced Authoring

You can now create custom reports by using complex AR JDBC compliant queries. For this, a new option Advanced Authoring is supported by Smart Reporting. After you enable this option, you can use the SQL Query editor to write complex database queries for creating reports. For more information about Advanced Authoring, see Advanced Authoring.

Ability to present business metric using Stories

You can use Stories to present the business metrics by embedding reports, narratives, and relevant data. You can share stories with users without any external tools such as email. Based on your data analysis, inputs from colleagues, and comments from users, you can decide the next plan of action. For more information, see Stories.

Automated Insights

Smart Reporting provides automated insights to your questions without you having to search the data or analyse it. The assisted insights functionality finds the data to analyse, analyses the data, comes up with the most relevant data and presents it in the form of easy-to-understand narratives or visualizations. For more information, see Assisted Insights.

Report builder

The following enhancements are made to the report builder:

  • Add to Story—You can now include a report in a story by using the new Story icon on the report out page.
  • Snapshots—The Snapshot icon is moved to the left side of the report output page. Additionally, you can easily add the snapshot to a story using the Add to Story button on the Create Snapshot wizard.

  • Bookmarks—The Bookmarks icon is moved to the left side of the report output page. Additionally, you can easily add the bookmark to a story using the Add to Storybutton on the Create Bookmark wizard.
  • Annotations—UI enhancements are made to the report and chart annotations, such as refined look of the annotation flag that also displays total number of overlapping annotations, updated look for the annotation roll over with the ability to navigate back and forth for overlapping annotations. Additionally, you no more add tags to annotations.
  • Time sliderThe look and feel of the time slider is enhanced.
  • Trending in crosstab chartsCross tab charts now support trend lines.
  • In the chart builder’s series settings, Pivot Series Format field is renamed to Series format.

  • Chart series format settingsYou can now directly update the format of individual chart series, add new values, or populate the list with existing values. You can configure series format name, format style, custom color toggle, color selection, border color and width, and settings to display conditional formatting alerts.

  • Chart series color settingsThe Chart Series option is enhanced to include configurations for the chart’s colors. You can now configure the legend sort order, data sort direction, color by reference code, or color by custom monochrome selection.

  • Advanced function now allows users to load their data models into the platform and use them.

  • A smart analysis button is added to perform assisted discovery.

Chart builder

The following enhancements are made to the chart builder:

  • A new time series type called Discrete time series is introduced. The Discrete time series allows you to view the chart data at discrete time junctions instead of a continuous flow.

  • The Variance chart function is enhanced to include two more formulas for calculating variances in data—percentage of total variance and percentage change in relative proportion. Additionally, you can also create Set Analysis fields directly from this function.

  • You can now change the date format of discrete time series charts.
  • You can now sort the chart content according to the group order. Additionally, you can also sort the data on a heat grid.
  • You can now direct apply the four basic functions—(average, trend, forecast, and accumulation) to the more advanced functions, like set analysis and variance.
  • You can customize the horizontal or vertical axis titles in auto charts.

Clustering

The following enhancements are made to Clustering:

  • Dynamic and Repository clustering infrastructure is enhanced to include master-slave functionality for handling background tasks, visibility of where a task is running, and a more flexible cluster configuration. For this, you must manually modify the ClusterManagement servlet in the web.xml file to include every background task that may run, for each node. If you do not add the new parameters, the node will not run any background task.
  • The automatic task delegation functionality is enhanced to automatically assign a Master node that assigns and manages nodes to execute tasks.

  • You can now disable nodes. This ensures that the enabled nodes can process web requests, without having to compete with the background tasks for system resources.

For more information, see Clustering Guide.

UI changes

Smart Reporting version 19.02 offers the following UI enhancements:

Feature

Description

Create Button

The Create button now includes an option Story to create a new story.


Browse options

A new Stories option is now available under Browse in the left navigation pane to browse through all stories.


CMDB enhancements

Ability to archive CMDB data

You can now remove obsolete data from production datasets in your CMDB, and store them in an archive form for future reference. The CMDB archive feature is an extension of the core AR System Archiving functionality and is enabled for the out-of-the-box Common Data Model (CDM) and CDM Extensions that you define by using the Class Manager utility. The benefits of archiving include improving performance, reducing overall footprint, and storing data for historical purposes.

For more information, see Archiving CMDB data.

Create and edit CIs by using CMDB Explorer

Continuing with the CMDB Dashboard User Experience implementation, you can now create new CI instances and relationships, and edit existing information from the CMDB Explorer.

For more information, see Working with CIs and relationships.

Single Sign-On enhancements

Kerberos authentication for a pre-defined IP range

You can now authenticate requests coming from a set of pre-defined IP addresses by using the Kerberos authentication. For this, a SSO administrator must provide a range of IP addresses using the SSO Admin Console. When a user tries to login through a realm, the SSO server checks the IP of the user with the IP addresses configured in the  SSO Admin Console. If the IP address of the user exists in the configured range of IP addresses, the SSO server sends the user to log in through this IdP. However, if the IP address of the user is not configured, it skips the IdP and moves on to the next IdP in the authentication chain. For more information about on configuring the range of IP addresses, see Kerberos authentication process.

Enabling signed SAML metadata for security

To ensure that the security policies of your organization are followed, you can now sign the SAML metadata. For this, a new Sign Metadata field is added on the SSO Admin Console. When the SAML realm is configured for signing metadata, the  SSO server gets the certificate and private key from keystore based on the specified alias and signs the metadata with it.

For more information on enabling the signing metadata, see Configuring SSO to authenticate users with SAMLv2.

Ability to configure SSO agent and SSO server for applications hosted on different domains

In earlier versions, only the applications hosted on the same domain were authenticated using the same SSO server. From version 19.02, applications hosted on different domains can use the same SSO server for authentication. For this, the SSO agent and server must act as an OpenID Client and OpenID provider respectively to protect an application through the authentication process. For more information about configuring the SSO agent for supporting applications hosted on different domains, see Configuring SSO agent.

Ability to secure the cookie by providing access only to the issuing domain

You can now set the cookie domain value to the domain on which the SSO server is installed, and not restrict it to the network domain (parent domain) of the computer on which you are installing the  SSO server domain. This ensures that the cookie is not accessible to any less trusted applications. You can set this cookie domain value either during installation, or through the SSO Admin Console. For more information, see Security planning and Configuring general settings for SSO server.


ITSM enhancements

The BMC Helix Cognitive Service Automation feature is enhanced for creating work orders. When a work order is created by using an email sent by a user, the BMC Helix Cognitive Automation feature scans the subject or content of the email and applies the relevant work order template to the ticket. For more details, see the following topics:

  • Creating work orders
  • Configuring BMC Helix Cognitive Automation

For guidelines to train Cognitive Service, see Training data for BMC Helix Cognitive Automation.

Knowledge Management enhancements

Enhancements to approval mapping options

As a system administrator, now you can configure approval mapping rules for template, region, language, owner company, and owner group. For more details, see Configuring approval mappings.


Change Management enhancements

Enhancements to configuring risk assessment questions

A user creates a change request and answers risk assessment questions in the English language and risk assessment questions and answers are created in the French language also. If a user opens this change request in the French language, the risk assessment questions are displayed in the French language.

Service Request Management enhancements

Enhanced Import Export Console

With the enhanced Import Export Console, you can export and import objects in a .ZIP file format. For more details, see Using the Import Export Console.


Smart IT enhancements

Ability to get the resources to resolve an incident ticket in a chat window

As a Smart IT user, by using certain keywords you can get the ticket details, similar ticket details, knowledge articles etc. in a chat window. For more information, see Chatting with other agents to resolve a ticket.

Ability to create a change request by copying information from an existing ticket

You can create a change request by copying information from an existing ticket. To do this, you can use the  button of an existing change request ticket in the Universal Client, or click the Copy Changeoption in the iOS, and Android applications. For more information, see Creating and managing change requests.

Ability to access Knowledge Console with Knowledge Viewer permission

From Smart IT 19.02, users with the Knowledge Viewer permission can search, view, share, follow, and unfollow knowledge articles in the Knowledge Console. This enables the users to learn more about Smart IT. However, users with the Knowledge Viewer permission cannot create, edit, and delete a knowledge article. You can add this permission in the CTM:People form of the IT Service Management. For detailed instructions on how to add permission, see Adding people information. For information on the Smart IT permissions, see Smart IT permissions.

Enhancements in Smart Recorder

Ability to create call log

In Smart IT 19.02, you can record the details that you capture during a call. In this way you will be able to continue to create a ticket even if the call is interrupted. A new Create Call Log button has been introduced in the Smart Recorder to record the details. You need to configure the enableSmartRecorderCallLog parameter to true in the Centralized configuration to get the Create Call Log button in the Smart Recorder screen. The captured details are recorded in the SMT:Smart Recorder Call Log form of the IT Service Management. For more information, see Creating call logs in Smart Recorder and Creating call log events for Smart Recorder.

Ability to restrict asset search

In Smart IT 19.02, as a Smart IT administrator, you can restrict the asset search by using the restrictAssetSearchToCustomer configuration parameter in the Centralized configuration. If you set the value of this configuration parameter to True, then when you search an asset in Smart Recorder the search results display only those assets that are related to the selected customer.

Ability to configure Smart IT for a simplified record search

In Smart IT 19.02, as an administrator, you can configure Smart IT so that your service desk agents can get the simplified record search capability in Smart Recorder. If you set the smartRecorderSearchByCompany configuration parameter to true in the Centralized configuration, and if your service desk agent has access to only one company, then #Company name is automatically displayed in Smart Recorder. In this case the service desk agents need not to select any company specific information, because only the information related to their company is displayed.

Ability to configure Smart IT to consider the primary contact of an asset as the default customer

In Smart IT 19.02, as a Smart IT administrator, you can configure Smart IT so that in the Smart Recorder, the primary contact of a selected asset is considered as the default customer. To do that, you need to set the value of the defaultCustomerToPrimaryContact, and the smartRecorderSearchByCompany configuration parameters to true in the Centralized configuration.

Ability to configure provider actions that can be triggered based on logical expressions

In Smart IT 18.08, as a Smart IT administrator, you can configure provider action based on the logical conditions defined in an expression only for Incident ticket. In Smart IT 19.02, this capability is also provided for Change, Work Order, and Task tickets. For more information, see Configuring provider action.

Enhancements in the Activity tab

Ability to configure the display of all public and non-public work logs of the Activity tab

In Smart IT 18.08, depending on your selection of the Public check box, the work logs appear in the Activity tab of the service request. Smart IT 19.02 enables you to configure the default setting of all public and non-public work logs. The socialWorklogAccessSetting parameter has been added in Centralized configuration to configure this setting. By default this parameter is set to false, and the work logs are set to non public. You can set the parameter to true to make all the work logs visible to all users of a service request.

Note

The Public, and Private note filters are not available in the updatefeed and Dashboard of iOS and Android mobile application.


Enhancements in the Activity tab and in the Dashboard

In Smart IT 19.02, when the status of a ticket is changed, the Status Reason is displayed both in the Activity tab and in the Dashboard. For more information, see Getting familiar with the Activity feed.

Enhancements in the search capability

Ability to disable search suggestion in the global search

In Smart IT 19.02, you can disable the search suggestion that appears when you type a text in the global search. To disable a search suggestion, set the disableTypeaheadInGlobalSearch parameter value to true in the Centralized configuration. For more information, see the description of the disableTypeaheadInGlobalSearch parameter in Centralized configuration topic.

Ability to configure the search query limit of a menu through Centralized configuration

As a Smart IT administrator, you can define the chunk size of a menu by using the Centralized configuration. While typing a search query, if there are more results available, a tooltip appears that prompts you to continue typing to refine your search. For this, you can configure the following configuration parameters: assignmentCompanyChunkSizeassignmentSupportGroupChunkSizeassignmentSupportOrganizationChunkSizeassignmentSupportPersonChunkSizecategoryChunkSizelocationSiteChunkSize, and menuChunkSize. For more information, see Centralized configuration.

Limitation

While creating a task from scratch by using a template, if you type %%% to search a task template or a task group template, the tooltip to continue typing for more refined search is only displayed if more than 100 templates are available in any of these two templates.

Ability to exclude global categories from the category search result

While creating or editing a ticket, if you search any Category, all categories including the global categories, and your company specific categories are displayed in the search result. From Smart IT 19.02, you can exclude the global categories from the category search result so that only the relevant categories related to the selected company are displayed. To enable this capability, in the Com:Company form of IT Service Management, a new field, Exclude Global Category, has been introduced under the Miscellaneous tab. You can select the value Yes from the drop down list of this field so that you can exclude the global categories from the search result in Smart IT. For more information on the Com:Company form, see Configuring vendor companies. If you cannot see the newly added field in the Com:Company form in IT Service Management, then open the form from the Developer Studio, and after adding the field to view overlay, click Properties > Display > Visible and set the value to True.

Ability to migrate company specific MongoDB data

In Smart IT 19.02, as a Smart IT administrator, when you upgrade to Smart IT 19.02 from 1.5.01, 1.6, or from 2.0, you can migrate data from MongoDB for a specific company. For more information, see Migrating social data from MongoDB to the AR System database.

Ability to set the landing page of the Universal Client (UC)

When you log in to Smart IT, by default the Dashboard appears after you enter your user credentials. In Smart IT 19.02, you can change the landing page as per your requirement. By using the landingPage configuration parameter in the Centralized configuration, you can set one of the following screens as your landing page:

  • Ticket Console
  • Asset Console
  • Knowledge Console
  • Smart Recorder

For more information on the landingPage configuration parameter, see Centralized configuration.


What else changed in this release

In this release, you can also observe the following changes in the product behavior:

Update

Product behavior in versions earlier than 19.08

Product behavior in version 19.08

All modules

The BMC logo was displayed on the Remedy ITSM forms as shown in the following image:

On the Remedy ITSM forms, the BMC logo is changed as shown in the following image:

Atrium Impact Simulator in BMC Asset Management and BMC Change ManagementAtrium Impact Simulator used Adobe flash as a default option to render impact simulation.Starting with this release, Atrium Impact Simulator uses HTML as a default option to render impact simulation because Adobe has announced the end of development and distribution of Flash Player by the end of the year 2020. For more details, see For Adobe flash in Remedy.
Change Management Approval Process

In the approval process definition, for the Automation System change type, a phase named Implementation Approval existed for Global records.

In the approval process definition, for the Automation System change type, the phase named Implementation Approval is renamed with Implementation Approval - Automation System.

Data ManagementFor out-of-the-box LDAP dataload jobs, the "mail' attribute was mapped to the Corporate Email field.For out-of-the-box LDAP dataload jobs, the "mail' attribute is mapped to the Internet E-mail field.
Re-branding of the Mid Tier login screen

The following image shows the Mid Tier login screen for version 19.02 and earlier:

The Mid Tier login screen is aligned with the BMC standard UX framework.

Re-branding of the Mid Tier Config Tool

The following image shows log in screen of the Mid Tier Config Tool for version 19.02:

The log in screen of the Mid Tier Config Tool is aligned with the BMC standard UX framework.


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