This documentation supports the 20.08 version of BMC Helix Platform. 
To view an earlier version, select 20.02 from the Product version menu.

Onboarding and implementing

After you subscribe to BMC Helix Platform, BMC sends you the details of the systems configured for you through an email. The out-of-the-box setup does not include any data, and therefore administrators must perform a few steps to set up their BMC Helix Platform environment. You can tailor the environment according to your organizational requirements.

The following image provides an overview of the process:

The following table provides a logical sequence to set up your BMC Helix Platform environment:

BMC - Configure product activation
1Share system access details and user credentials.

BMC sends you an activation email that contains environment details and system information like login URL and administrator credentials. You are provided with three separate setup environments as follows:

  • Tailoring environment—Used to customize the out-of-the-box applications.
  • QA environment—Used to test the custom applications before they are released to production environment. 
  • Production environment—Used to deploy the application to the environment, such that it is available to all users in the organization.

Important: Out-of-the-box Remedy Single Sign-On is configured to use the user accounts within a BMC Remedy AR System server for authentication.

However, if you are using SAML-based authentication within your organization and want to configure Remedy SSO to use that for authentication, you must submit a request to BMC Support for the Remedy SSO configuration with SAML.

Administrator - Perform basic configurations

Configure Remedy Single Sign-On to authenticate BMC Helix Platform users through a SAML authentication.

Enabling Remedy SSO OAuth 2.0 authentication for your application

Set up Foundation data by using any of the following methods:

  • Create Foundation data one at a time
  • Load the Foundation data in bulk quantities
  • Load existing Foundation data from Remedy IT Service Management to BMC Helix Platform
Setting up Foundation data for custom applications

Set up user accounts and grant access to manage and maintain the system.

Managing user access and permissions
Developer - Develop the applications

Create a code-based application by using BMC Helix Platform SDK, BMC Helix Innovation Studio, and Maven archetypes. Alternatively, you can create a codeless application by using BMC Helix Innovation Studio.

Related topics

Getting started

Developing applications

Tailoring applications


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