Setting up and going live

BMC Helix Portal provides a set of integrated products and shared common services from a single, unified view. 

When you subscribe for one or more of the integrated products, you are eligible to use BMC Helix Portal by default.

TaskActionReference
1

Register with BMC and activate BMC Helix Portal.

  1. Complete the BMC registration process. You receive an activation email that contains a link to activate your account and the tenant administrator user name. Click the link and set the tenant administrator password. The tenant administrator is the first user who logs on to the product. This link for setting the password remains active for 120 hours only, after which it expires.
  2. Log on to BMC Helix Portal by using the tenant administrator user name and product URL received in the activation email.

    Important

    The email ID specified during registration is used by BMC SaaS Operations team for all communication. Later, if you want to designate any other user as the first user, contact BMC SaaS Operations team.

If you registered for free trial, note that free trial remains active for 14 days only. During the trial, you get unrestricted access to all the capabilities available with the integrated products and common services.

To extend the trial, to reactivate the trial after expiry, or for any other queries, contact BMC Support.

BMC Support

Trial page

2

Provide consent for data collection.

When you log in for the first time as a tenant administrator, provide your consent for data collection in the Allow data collection for product improvement dialog box. By default, the data collection settings are disabled for a tenant administrator.

To provide your consent for data collection for all the users:

    1. To enable data collection for performance and product improvement, select Enable data collection for performance and product improvement.
    2. To enable data collection for marketing and outreach, select Enable data collection for marketing and outreach.

      Tip

      • To understand the types of data that are collected, expand Click for examples of the types of data we collect for performance and product improvement.
      •  To understand the ways in which the collected data is used, expand Click for examples of ways data may be used for marketing and outreach.
    3. (Optional) To enable data collection for your account, select Turn on data collection for my account for either performance and product improvement or for marketing and outreach or for both.
    4. Click Agree and submit

You can modify your consent for data collection at any time. For more information, see Modifying consent for data collection.

Consent at user level 

If the tenant administrator has consented to data collection, the user will receive a notification.

Users can modify their consent for data collection at any time. For more information, see Viewing and modifying your profile information.

Modifying consent for data collection
3

Learn about the integrated products.

Learn about the integrated BMC products that are available with BMC Helix Portal.

Product overview
4

Set up user accounts and grant access.

Set up users, user groups, and roles. Assign the users and user groups to appropriate roles with permissions. Perform these operations using the product console or by running the API endpoints.

Setting up role-based access control

Role-based access control management with the REST API





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