This documentation supports the 19.08 version of BMC Helix Platform.

BMC

BMC Helix Platform 19.08

All versions
BMC Helix Platform is a combination of services and components that helps you develop, build, deploy, and use multi-tenant applications on cloud. It also helps you to create and automate many business processes without learning a programming language or complex development tools.


Release notes and notices
updated 21 Nov
Consult the following table for a list of notices and information about updates to BMC Helix Platform.

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To stay informed of changes to this list, click the icon on the top of this page.

Updates

The following updates have been added since the release of the space:

DateReleaseSummary
October 10, 2019Patch 01 for 19.08

This update includes fixes for defects and updated BMC Helix Platform SDK.

August 22, 201919.08

BMC Helix Platform has been enhanced in the following areas:

  • Support for BMC Native classification for cognitive service
  • Support for webhook definitions registered with Adobe Sign
  • Enable users to directly view an event that triggers a notification
  • Dynamically define the type of association
  • Enhancing the cognitive insights capabilities by providing the following features:

    • Filtering the search data sets by using confidence threshold

    • Ability to rate the most relevant knowledge articles

  • Simplified construction of text strings in an expression builder

  • Content packages for applying customizations to an application
July, 2019Patch 01 for 19.05

This update includes fixes for defects and updated BMC Helix Platform SDK.

May 31, 201919.05

BMC Helix Platform has been enhanced in the following areas:

  • Leverage BMC Remedy Smart Reporting capabilities to generate application usage reports.
  • Support for IBM Watson Assistant user metrics.
  • Ability to launch the Process designer from a custom application view.
  • Support for cognitive insights in custom applications and BMC products.
  • Unique record IDs for Foundation data.
  • BMC Helix Innovation Studio configuration change history.
  • Leverage external AR System data as local data.
  • The Record Grid Component adapts automatically to mobile form factors.
  • A new Tab Panel View Component has been added, which helps you to organize page content within multiple tabs.
April 17, 2019Patch 01 for 19.02

This update includes updated BMC Helix Platform SDK and fixes for defects.

February 22, 201919.02

BMC Helix Platform has been enhanced in the following areas:

  • Integrating applications by using the Webhook definition.
  • Tracking application events to derive application usage metrics.
  • Enhancing the approval capabilities by providing the following features:
    • Configuring the approval flows to allow certain number of approvers to approve the request.
    • Flexibility to plugin any other notification mechanism.
    • Approving or rejecting the requests through email notifications.
December 19, 2018Patch 01 for 18.11

This update includes updated BMC Helix Platform SDK and fixes for defects.

Additionally, BMC Helix Platform includes the following enhancement:

  • Improved fallback mechanism for displaying localized field values.
November 30, 201818.11

BMC Helix Platform has been enhanced in the following areas:

  • Foundation library
    • The Foundation data model for Organization and Person data is changed to have more parity with Remedy IT Service Management Suite.
    • Easier conversion between types of Organization and Person. 
    • Reduced restrictions on Organization and Person so that customers have more control on Organization and Person data. 
    • The Foundation Service REST APIs output structure for Organization data and Person data has changed to match the new data model. The parameters remain unchanged for most parts.
  • Connect to RESTful services in a codeless way from the BMC Helix Innovation Studio UI.
  • Ability to test accuracy, precision, recall, and F-score of BMC Helix Platform Cognitive Service when using for auto-categorization and chatbot.
  • Support for outgoing profiles to enhance the email capabilities.
  • Ability to access attributes such as, complex objects, array of objects, array of strings, and nested complex objects by using a Document definition.
  • Ability to change the layout of view components.
  • Support for customizing user menu to display the user profile.
  • Ability to cancel user-driven approval requests and filter approvers from the foundation data.
  • Ability to edit multiple records in a record grid, define filter presets, and filter rows by cell selection. 
  • Responsive web layouts in the browser.
September 12, 201818.08

BMC Helix Platform has been enhanced in the following areas:

  • Embed BMC Helix Platform views in external applications.
  • Creation of codeless applications and libraries in a tailoring environment.
  • Using a new PIN field in Foundation data to verify individuals.
  • Configuring approval flows using one single wizard.
  • Introducing Business Analyst role in BMC Helix Platform.
  • Enable extension of application definitions.
  • Enhanced load and synchronization of Remedy ITSM Foundation data to BMC Helix Platform.
  • Ability to identify updates to the security label.
  • Enhancements in connectors.
  • Section 508 compliance.
July 29, 201818.05.01

This update includes updated BMC Helix Platform SDK and fixes for defects.

Additionally, BMC Helix Platform includes the following enhancements:

  • Zero downtime upgrade of BMC Helix Platform.
  • Audit fields from associated record definitions.
June 6, 201818.05

BMC Helix Platform has been enhanced in the following areas:

  • Full-text search capabilities in a Digital Service application.
  • Incoming and outgoing email configuration.
  • Deploy code-based application across environments in a dedicated systems.
  • Support for GDPR.
  • Report application errors as issues to customer support.
March 30, 2018Update 01 for 18.02

This update includes updated BMC Helix Platform SDK and fixes for defects.

Additionally, BMC Helix Platform includes the following enhancement:

  • Zero downtime upgrade to a new version of an application.
  • BMC applications and partner-developed applications can now be set to have unlimited users in a tenancy.
February 28, 201818.02

BMC Helix Platform includes the following enhancements:

  • Chatbot framework enhancements:
    • Support for multiple chat providers
    • Support for enabling chat conversations through SMS
    • Support for enabling chat conversations through Skype for Business
    • Ability to format chatbot responses
  • Associate and display field values for Approval record definitions
  • Leverage Foundation Data to assign approvers of the approval requests
  • Localize field values of a record definition
  • Localizable Foundation category data
  • Enable row-level security for roles from multiple applications
  • Enable maximum number of training data sets permitted by IBM Watson Assistant for auto-ategorization and auto-assignment
  • Support for Remedy Single Sign-On (RSSO) OAuth 2.0 for BMC Helix Platform applications
January 30, 2018Update 01 for 17.11

This update includes updated BMC Helix Platform SDK and fixes for defects.

Additionally, BMC Helix Platform includes the following enhancement:

  • Increased limit of training data sets when using BMC Helix Platform Cognitive Service.
November 30, 201717.11

BMC Helix Platform includes the following enhancements:

  • Chatbot framework to provide virtual chat and cognitive search capabilities in your application.
  • Automated assignment using Cognitive Service.
  • Data load and synchronization capability for ITSM Foundation data.
  • Leverage Smart Reporting in BMC Helix Platform application.
  • Remove Mid Tier for tenant configuration: Licensing Management and Assignment.
  • Automatically persist user settings between sessions.
  • Display associations in Approval Console.
  • Hide navigation items in Shell when user does not have permission.
  • Disassociate records to prevent orphaned records.
  • Support RSSO for SAML/IDP based user authentication.
  • Unified logging to improve ability to query across logs.
  • UI improvements for creating and managing Foundation data.
  • Copy fields in a Record.
  • Clear All capability in notification bell.
  • Access error data in caught exceptions.
October 13, 2017Update 01 for 17.08

This update includes updated BMC Helix Platform SDK and fixes for defects.

August 25, 201717.08

BMC Helix Platform includes the following enhancements:

  • Ability to integrate your applications with third-party systems.
  • Support for creating codeless application.
  • Ease of use in deploying applications across environments.
  • Enhancements to improve application development experience.
July 18, 2017Update 01 for 17.05

This update includes updated BMC Helix Platform SDK and fixes for defects.

Additionally, following JAR files are no longer bundled with the BMC Helix Platform SDK ( com.bmc.arsys.rx.sdk-17.5.0.zip), as these JAR files are used only for internal framework functionality:

  • com.bmc.arsys.rx.application-test.jar
  • com.bmc.arsys.common.jar
  • com.bmc.arsys.domain.jar

To test your application or library, see Testing application logic with the automation framework.

May 25, 201717.05

BMC Helix Platform includes the following enhancements:

  • Ease of application upgrade.
  • Enhancements to address data security and performance.
  • Support for better debugging and troubleshooting your applications.
  • New REST APIs for Foundation library and Approval library.
  • Support for loading Foundation data in bulk.
  • Ease of granting application permissions using Functional Roles.
  • Enhancements to the View Designer interface elements such as Record Grid, Select Group component, and Action button.
May 09, 2017Update 02 for 17.02

This update includes updated BMC Helix Platform SDK and fixes for defects.

March 28, 2017Update 01 for 17.02

This update includes updated BMC Helix Platform SDK and fixes for defects.

February 27, 201717.02

BMC Helix Platform includes the following enhancements:

  • Lock core platform objects from being customized
  • BMC Remedy Deployment Application now enables you to promote your Digital Service application customization and data across environments 
February 01, 2017IS16.12b

This update includes updated standard library for BMC Helix Platform services and fixes for defects.

December 22, 2016IS16.12a

This update includes updated standard library and updated Java libraries for BMC Helix Platform services, and fixes for defects.

December 05, 2016-

BMC Helix Platform Developer release.

Related topics

Known and corrected issues

FAQs and additional resources

Getting started

 

Introduction to BMC Helix Platform

The video shows an older version of BMC Helix Platform. The previous product name was BMC Helix Innovation Suite. Although there might be minor changes in the UI, the overall functionality remains the same:

Tailoring applications

 

Customize applications according to your business processes.

If you are an Application Business Analyst this is a good place to start.

Configuring

 

Customize your applications by using Cognitive service, Approval library, and Connectors.

Administering

 

Set up users, manage roles, set up foundation data, assign licenses, submit user reported issues, and create and deploy codeless applications with minimal programming knowledge or dependency on developers.

If you are an Administrator this is a good place to start.

Troubleshooting

 

Resolve issues with your environment, find solutions to problems while developing or tailoring applications, look up error messages or logs.

Developing applications

 

Develop codeless applications with minimal programming.

Develop code-based applications by using the BMC Helix Platform SDK, BMC Helix Innovation Studio, and Maven archetypes to extend the BMC Helix Platform to create custom components, custom REST APIs, and so on.

If you are a Developer, this is a good place to start.

Developer Community

Join discussions with peers and experts.

BMC Helix Community

Explore, talk, and learn about BMC Helix offerings.

Developer Portal

Learn, develop, and connect with the Developer Community.

Sample application

Build an application with BMC Helix Platform.

Videos

View the BMC Helix Platform video playlist.

Podcasts

Listen to experts in Digital Service Management.

Marketplace

Find apps, connectors, learning modules, and more.

PDFs, videos, and API documentation

This topic describes and links to PDFs, videos and other documents that support this product release. If the ready-made PDFs of this space do not satisfy your requirements, you can export a custom PDF. 

 

Videos

The following table lists topics that contain videos that supplement or replace the text-based documentation.

TopicDuration (in minutes)Description
Home3:57

This video provides an overview of the various components of BMC Helix Platform and gives an overview of BMC Helix Innovation Studio.

https://youtu.be/rjjiLZgRU5Q

Leveraging Remedy ITSM Foundation data3:32

This video provides the process overview of leveraging Foundation data from Remedy ITSM. 

 https://youtu.be/bMuYIHLGSY4

Loading out-of-the-box Foundation data from Remedy ITSM 4:49

This video gives an overview of the process of loading the existing out-of-the-box Foundation data from Remedy ITSM in bulk quantities.

https://youtu.be/Gi-2yhasoZk
Loading custom Foundation data from Remedy ITSM 7:39

This video gives an overview of the process of loading the custom Foundation data from Remedy ITSM in bulk quantities.

https://youtu.be/0tXJA4OhGOc
Integrating with REST services in a codeless way8:43

This video demonstrates how to integrate with JIRA REST API service.

https://youtu.be/n2X0YUTJ_68

Integrating with another application by using a connector9:17

This video demonstrates how to use the JIRA connector to modify the conversation flow in BMC Helix Chatbot.

https://youtu.be/qDxSOeS9I6w

Developing codeless applications8:01

This video demonstrates how to develop a codeless application.

https://youtu.be/T2C7h3NdejA

Registering a record2:56

This video demonstrates how to register a record definition.

https://youtu.be/Pzh9jgPyN9U

Configuring self approval flows3:18

This video demonstrates how to configure self-approval flows.

https://youtu.be/dzxE5es3sNg

Configuring approval flows4:43

This video demonstrates how to configure approval flows.

https://youtu.be/6b5TWcQmzbc

Creating an approval process7:30

This video demonstrates how to create an approval process.

https://youtu.be/s4RcufyJQJ8

Setting up your IDE and installing BMC Helix Platform SDK4:20

This video gives an overview of the list of components required to develop the application and how to setup the Integrated Development Environment (IDE).

https://youtu.be/5mzWv7y3_3s


Creating a Project using Maven and the Archetype

5:41

This video provides details on how to create a maven project using BMC Helix Platform SDK and IDE and how to deploy the project to your system.

https://youtu.be/_aXeUOGRlNY

Deploying your Digital Service application for the first time to start working in Innovation Studio

5:07

This video provides details on how to deploy the Maven project to BMC Helix Platform server.

https://youtu.be/A7B6xXoElw0


Creating a custom service in Java

6:52

This video helps you to customize the application by modifying the definitions on the application using BMC Helix Innovation Studio.

https://youtu.be/bVvcC6IKaLA


Getting your Digital Service application ready for use

3:48

This video gives and overview on how to package the application for deployment.

https://youtu.be/2-DQ8l_Cy5Q

Enabling Skype for Business in a chatbot application3:56

This video provides the process overview to enable Microsoft Office 365 Skype for Business as a communication channel in a chatbot application:

https://youtu.be/sCH59t-gVEo

Adding cognitive capabilities to a custom application3:57

This video provides the process overview to use the BMC Helix Platform Cognitive Service in your application.

https://youtu.be/k72xCJlvqK8

Creating install packages to deploy entire applications4:20

https://youtu.be/3h1cXnvRkh8

This video provides information about creating install packages, so that you can deploy entire applications by using BMC Helix Innovation Studio.

Creating update packages to deploy incremental changes of applications4:20

https://youtu.be/oBcglgR59I0

This video provides information about creating update packages, so that you can deploy incremental changes of applications by using BMC Helix Innovation Studio.

Creating export and content packages to deploy tailoring changes of applications3:37

https://youtu.be/gAwdNleOZqU

This video provides information about creating export packages, so that you can deploy tailoring changes of applications by using BMC Helix Innovation Studio.

Creating a view for associating records1:52

https://youtu.be/dJPbXfdijMg

This video demonstrates an example of how to create view based associations.

https://youtu.be/ZwSiBI4lKL8

This video demonstrates an example of how to create drop-down based associations.

BMC Helix Platform - powerful development platform

1:17

https://youtu.be/nMqH9yudyIM

This video provides a quick overview to BMC Helix Platform.

Quick and easy application development experience

2:09

https://youtu.be/MYp23R8zKU0

This video explains how BMC Helix Platform can provide quick and easy application development experience.

Overview of developing an application3.52

https://youtu.be/N8ew_BwdbPY

This video explains the various concepts and architecture details of developing an application in BMC Helix Platform.

Creating record definition2:09

https://youtu.be/-QWpuvC4hNs

This video demonstrates how to create record definitions.

Inheritance in records1.59

https://youtu.be/WE7xvdsepaA

This video explains concept of inheritance in records and shows steps on inheriting properties from one record to another.

Using the select group component1.46

https://www.youtube.com/embed/EcMrG5AyzWg

This video explains using select group component in a view definition.

Creating view definition 2.39

https://www.youtube.com/watch?v=IJOSEigTYJY

This video explains how to create view definitions in BMC Helix Innovation Studio.

Creating complex view layouts1:43

https://youtu.be/bG9J1F1xlNE

This video explains how to create complex view layouts.

Creating associations1:24

https://youtu.be/9bOObkK2Kx8

This video demonstrates how to create association between records.

Adding permissions to record definition1:00

 https://youtu.be/y0UEfO4PKJU

This video demonstrates how to add user permissions to a record definition.

Action buttons1:05

https://youtu.be/T93mxH2G118

This video demonstrates how to use action buttons to a view definition.

Named list definition1:38

https://youtu.be/pHWJ0IpwlZA

This video explains how to create a named list definition.

Using the Expression editor2:03

https://youtu.be/LAY–nBT5rs

This video demonstrates how to use the expression editor.

Using menu item3:10

https://youtu.be/genwa5EUdok

This video demonstrates how to use the menu item in shell.

Using record editor2:07

https://youtu.be/JvZSHbE6fAg

This video demonstrates how to use record editor to a view definition.

Using Data editor1:56

https://youtu.be/gehTnBcqAZk

this video demonstrates how to create record instances using Data Editor.

Rule designer1:34

https://youtu.be/Gd2lifwL-AA

This video demonstrates various sections and functions of the rule designer interface

Localizing a Digital Service application6:07

https://youtu.be/KcsJPaeI510

This video demonstrates how to localize an application.

Testing the user interface with the UI automation framework4:36

https://youtu.be/gmk9TWHDC_E

This video describes how to install BMC Helix Platform SDK and create a sample application.

Testing the user interface with the UI automation framework6:21

https://youtu.be/wNsE9Vyk6-4

This video describes how to get started with UI automation framework.

Testing the user interface with the UI automation framework7:43

https://youtu.be/useIfB2k6UY

This video describes how to use the Page class loader utility.

Testing the user interface with the UI automation framework9:18

https://youtu.be/4dPkFRR_Fdk

This video describes how to use the JGiven framework.

Testing the user interface with the UI automation framework26:32

https://youtu.be/5qiTgvfPAjg

This video demonstrates the how to write test script BMC Helix Innovation Studio based UI elements and custom UI elements.

Testing the user interface with the UI automation framework2:49

https://youtu.be/VhmeF21oV-4

This video demonstrates the UI automation code.

Quick tour of the application definition designers4:37

https://www.youtube.com/watch?v=TmfM8H-jt4E

This video provides an overview of the application definition designers that you can use to tailor your applications.

FAQs and additional resources

This topic provides information that supplements the BMC Helix Platform documentation.

Frequently asked questions

This topic provides answers to frequently asked questions (FAQs) about BMC Helix Platform.

 What can you do by using Sandbox?
  • Design and develop your innovative ideas
  • Build tailorable definitions for your app so that it can be safely customized by your end users
  • String together the UI of your application
  • Define your data model and relationships
  • Configure and tailor existing apps using BMC Helix Platform
  • Create new workflows, processes or UI using designers
  • Design and develop new custom components
 How do I set account usernames and passwords?

When you first request a Sandbox (on the Developer Portal), you are provisioned two accounts, developer account and administrator account. By default, the developer account is developer and administrator is admin (as shown in the image below). You can specify the account names and passwords.


You can changes the usernames for these accounts and specify the passwords for these accounts. The passwords you specify must meet the following criteria:

  • Passwords must consist of at least one uppercase character and at least one lower case character.
  • Passwords must consist of at least one numeric value.
  • Passwords must consist of at least one special character (any of the following special character ~!@#$%^&*_-).
  • The length of the passwords must be between 8 to 30 characters.

 

 If I am a BMC customer, do I need to sign-up for the Developer program?

Yes, you still need to sign-up for the program to ensure you benefit from the exclusive Developer content and the Personal Sandbox that will be available only as part of the program.

 Do I need to be an existing BMC Customer or Partner to be part of the program?

No, that is not a pre-requisite to sign up for the program.

 Can I deploy the application I built in the sandbox into production?

The personal sandbox you get is only a Development Environment. This does not have a Production Environment with a run-time available to deploy applications in the cloud at this time. 

 How long do I have access to the sandbox?

You have unlimited access to the sandbox as long as you use it. The sandboxes will be reclaimed by BMC if there is a week's worth of inactivity. You will have to request a new sandbox once your sandbox has been reclaimed.

 How do I reset developer password?

You can reset the developer password by using Sandbox details page.

  1. On the Sandbox details page, navigate to Manage Your Sandbox > RESET PASSWORD, click RESET PASSWORD.
  2. Select Innovation Suite Developer, enter the new password, and reset the password.

The following image shows the Manage Your Sandbox section:

 How do I set the required language for BMC Helix Innovation Studio?

BMC Helix Platform supports the following languages:

  • German (de)
  • Japanese (ja)
  • Russian (ru)
  • Spanish (es)
  • French (fr)
  • Italian (it)
  • Korean (ko)
  • Brazilian Portuguese (pt-br)
  • Chinese (zh-cn)
  • Swedish (sv)
  • Dutch (nl)

The following table describes how users can select the required language from various browsers:

BrowserOperating SystemSteps to change the language
Google ChromeWindows, apple MacOSOpen Settings, search for language settings, and add the required language.
Mozilla FirefoxWindows, apple MacOSNavigate to Open Menu and click Options. Search for language settings and add the required language.
EdgeWindows

In Control Panel, in the Clock, Language, and Region option, add the required languages in the order of preference.

You must download the install pack of the added languages and then restart the computer.

BMC Helix Platform also provides localized error messages in the supported locales.

 How do I reset Foundation Data user password?

You can reset the Foundation Data user password by using BMC Helix Platform.

  1. Log in to BMC Helix Platform as a developer.
    For more information about the roles and their permissions in , see Roles and permissions.
  2. On the Administration tab, click Administration > Foundation Data > Manage People > All People.

  3. Select the user for whom you want to change the password, click Edit, and navigate to the Basic tab.
  4. On the Basic tab, click Access Details.
  5. In Password, enter the new password, and click Save.
 How do I unlock an account?

If you encounter the error ERROR 624 User account locked, when you login to BMC Helix Innovation Studio, navigate to he Sandbox details page, and click Unlock Account.


 How are test metrics calculated for BMC Helix Platform Cognitive Service?

Example of how cognitive test metrics are calculated

You have created a data set to test whether BMC Helix Platform Cognitive Service can categorize appropriate service requests in Category A and Category B. The following table indicates the number of expected and predicted categories:


Expected Category AExpected Category BTotal Predictions of expected categories
Predicted Category A8412
Predicted Category B268
Total predictions for A and B101020

Based on the above results, the accuracy, precision, recall, and F-score for Category A and Category B are calculated as shown in the following table:

Test metricsCategory ACategory B
Accuracy8/10 = 0.86/10 = 0.6
Recall8/10 = 0.86/10 = 0.6
Precision8/12 = 0.676/8 = 0.75
F-score2* (0.80*0.67)/ (0.80 + 0.67)2* (0.60*0.75) / (0.60 + 0.75) = 0.66

The consolidated results for BMC Helix Platform Cognitive Service for Category A and Category B are calculated by using the weighted macro average as shown in the following table:

Test metricsFormulaResult
Accuracy10/20*0.80 + 10/20*0.600.70
Recall10/20*0.80 + 10/20*0.600.70
Precision10/20*0.67 + 10.20*0.750.71
F-score2*(0.70*0.71) / (0.70+0.71)0.70

Note

For multi-class categories, Accuracy and Recall that is computed for each category and the consolidated calculation for BMC Helix Platform Cognitive Service are the same.



 What do I do when I get the error 'You are not authorized to access BMC Helix Innovation Studio?'

If you encounter the error You are not authorized to access BMC Helix Innovation Studio when you log in to BMC Helix Innovation Studio, use your developer account to log in. This error occurs when you try to log in to BMC Helix Innovation Studio by using an administrator account.

 What do I do when BMC Helix Innovation Studio locks constantly?

If you encounter the following error even if you do not have any failed login attempts:

ERROR (624): User account locked out due to too many failed login attempts. Please contact your Administrator.; developer

In this case, you should create a new account in BMC Helix Innovation Studio and use the account for development. To create a new account, perform the following steps:

  1. Log in to BMC Helix Innovation Studio.
  2. Navigate to Administration > Configure My Server > People > Manage User Accounts.
  3. Create a user with Administrator permissions and a fixed license.
 How do I access database record and transaction record in a process?
  • To access the transaction record of a rule, you can use record as the process input, and have rule call process and pass the transaction record. See Working with rules.
  • To get the database value of a record, you can use Get Record action, and access the database value using the activity results of the Get Record action. See Get Record action.
 How to use transaction (TR) field or DB field in rule qualification?
In rule qualification, you can use the function NEWVALUE() for TR field and the function OLDVALUE() for DB field. See Working with rules.
 How do I create display only field to store action results?

You do not need the display only field to store the activity results. In a process, you can get the activity results in the following ways:

  • You can use the expression ${activityResults.<activityGUID>.xxx> to access an activity output.
    All activity results are stored in the process context and can be accessed anywhere.
  • If an activity is not executed, you get an empty value.
  • If an activity returns a record (that is Get Record Service Task), only the record identity (record ID and record definition name) is persisted to the process context. Record field values are not persisted to the process context.
  • If you access field values of Get Record Service Task, you get the latest database value of the record. See Get Record.
  • You can use the activity Output Map to store activity result in a process variable.
 How does a process transaction works in process runtime?

When a process is started through an API (Record API triggers rule, which starts the process or Start Process API), process transaction starts at the REST APIs.

The process transaction joins the API transaction and the process runs till its completion or it is goes to a wait step. Wait steps are User Tasks or Receive tasks. When the process reaches a wait step, it persists all the transaction values and returns from the wait state. When the process resumes the execution from a wait step, the process transaction continues till it completes or reaches the next wait step. The records, signal inputs, process operations, process context, and the wait state information are all persisted in one transaction.

For more information on APIs, see PDFs, videos, and API documentation.

For more information on User Tasks and Receive tasks, see Activities.

 How are process instances managed?

Process instances are managed by the platform and third party process engine Activiti. The platform manages process context and Activiti engine manages process instance state information.

  • Process context consists of process variables and process activity results.
  • Process instance state information consists of process current activity, start time of a process, and end time of completed process activities.

For process context, there is a form to store active process instances, and a form to store completed process instances. The archive policy of completed process instances is that all completed process process instances are moved to an archive form after three months. Process instance state information follows the similar pattern.

 How does a process instance resumes from User Task?

The condition to resume a process instance from User Task is specified in the Completion Criteria property of User Task (process designer element).  Completion Criteria specifies the condition when the user task is considered as complete. The condition is an expression that evaluates fields of a task record.

  • The platform service EntryEventNotificationService is used to monitor registered record events. User Task uses EntryEventNotificationService to monitor the task completion. Records that need to be monitored are registered in the Entry Event Registration system form and the Notifier Listening field is set to true.


  • When a record event occurs, the EntryEventNotificationService evaluates the record instance condition and if the condition is true, the Pending Notification flag is set.
  • A background thread notifies event listeners of all pending notification records with the Notification Information provided by the record event register. When the listener is notified, the record event is cleaned up from the registration form and the Notifier Listening flag is reset. Event listeners are notified by a separate pool of threads where the pool size can be configured.
 Where are my overlay objects?

To make the platform operational in varied customer environments, the way you customize objects in core BMC applications has changed from 17-02 onwards. You can customize the objects developed in your own applications, but you cannot customize the objects developed in com.bmc.arsys. For example, objects in core BMC applications like Foundation, Approval, and Assignment cannot be customized. You cannot customize the record definitions by updating the permissions or adding security labels, adding or updating record fields, and so on. Therefore, you must delete the customizations and then perform the upgrade the BMC Helix Platform. If you attempt to customize any objects developed in core BMC applications, you encounter the following error message:

If you attempt to customize any objects developed in core BMC applications, you encounter the following error message:

 Why are the required Default Tenant field values displayed empty?

In BMC Helix Platform, you may find the required fields of the Default Tenant (Administrator > Configure My Server > Manage Tenants) such as Domain Identifier and Virtual Host Name are empty. This is because the default tenant fields are imported during the platform creation and when you use tools such as data import there is an option to not trigger the required field check.

  I am unable to export a licensed application that includes definitions and data? What do I do?

If you are working on a dedicated system, ensure that you have assigned the application license to yourself using the Foundation Person UI. For more information, see Creating or modifying Person data.

 I am unable to see my licensed application. What do I do?

To see a licensed application, you must have that application license assigned to you using the Foundation Person UI. For more information, see Creating or modifying Person data.

Application upgrade FAQs

 How do I enable logging for applications that are created by using BMC Helix Platform 17.02 or earlier?

The logs for applications created using the BMC Helix Platform SDK 17.02 or earlier are stored in the arextension.log file located at the following location:

  • Windows<ARSystemInstallDir>\Arserver\Db
  • UNIX<ARSystemInstallDir>/Arserver/Db

By default, only error messages are logged. If you want to log all messages (debug, info, warning, and error), you must change the log level to debug in the logback_server.xml file. The following configuration enables debug log level:

<logger name="com.bmc.arsys.server.extension.impl.LogServiceImpl"
      level="debug" additivity="false">
      <appender-ref ref="AlwaysOnLog" />
      <appender-ref ref="ExtensionLog" />
</logger>

Note

When you make changes to the logback-server.xml file, you do not need to restart the Remedy AR System server. After making the changes to the logback_server.xml file, you must reload the file by using the Reload Log Conf File option in the Server Information form on the Log Files tab.

The logback logging framework provides this logging functionality.

Additional resources

The  Developer community site provides information outside of the BMC Helix Platform documentation that you might find helpful. 

The Protection against CSRF attack vulnerability topic provides information about the WhiteHat Sentinel PE security penetration testing and protection against CSRF attack vulnerability.

The following BMC sites provide information outside of the BMC Helix Platform documentation that you might find helpful:

  • BMC Helix Platform Product Support  
  • BMC Helix Platform subscription
  • BMC Helix Platform community
  • BMC Helix Platform Knowledge Base
  • BMC Helix Platform YouTube playlist  
  • BMC Helix Platform marketplace
  • BMC Helix Platform podcasts
  • Documentation for related products:
    • BMC Helix Chatbot
    • BMC Helix Business Workflows
    • BMC Digital Workplace Advanced
    • BMC Remedy Single Sign-On
    • BMC Remedy IT Service Management Suite


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