Installation overview

This topic explains how to install BMC HR Case Management as a part of your system.

Before you begin

Before starting the products installation, prepare for installation. This procedure is common for all deployment use cases:

Review the deployment use cases to understand what system components you need to install.
Review system requirements to determine the type of environment you must have.
Review the products compatibility matrix to understand what version of each system component you need to install to successfully integrate it with BMC HR Case Management.
Define the sizing of your deployment.
Download the installation files.
Prepare the installation worksheets.

Installing BMC HR Case Management

The installation workflow fully depends on your deployment use case. Install BMC HR Case Management in a BMC platform solution as described in the one of the following topics:

To install BMC HR Case Management as part of a simple deployment

Follow this procedure to install BMC HR Case Management as part of a simple deployment.

Installation stage	Step #	Perform the following	For more details, see...
Installing the platform components	1	Install or upgrade the following platform components: On a server 1—BMC Remedy AR System Server On a server 2—BMC Remedy Mid Tier On a server 3—BMC Remedy Smart Reporting Note: BMC Remedy Action Request AR System Server, BMC Remedy Mid Tier, and BMC Remedy Smart Reporting can be installed on a single server, however it is recommended that they are installed separately with regards to a better performance.	In the BMC Remedy AR System documentation: Installing BMC Remedy AR System Installing BMC Remedy Mid Tier Installing BMC Remedy Smart Reporting
Installing the platform components	2	Add the appropriate licenses to the BMC Remedy AR System Server.	Obtaining BMC Remedy license keys in the BMC Remedy ITSM deployment 9.1 online documentation
Installing the system components	3	Install BMC HR Case Management on the server 1 (where BMC Remedy AR System is installed).	Installing BMC HR Case Management
Installing the system components	4	Install BMC MyIT on a server 4. Note: Select Only install BMC MyIT without integration with BMC Remedy Select Enable BMC MyIT HRCM integration to enable integration with BMC HR Case Management For AR System Server Information, enter the connection details of the BMC Remedy AR System Server on which you installed BMC HR Case Management.	Installing BMC MyIT 3.2 and Installing BMC MyIT 3.3 in the BMC MyIT documentation
Post-installation steps	5	Restart the BMC Remedy AR System.
	6	Clear the Mid Tier cache.
	7	Configure BMC Remedy Smart Reporting to be used by BMC HR Case Management users.	Configuring integration with BMC Remedy Smart Reporting
	8	(Optional) Force automatic synchronization of users from BMC HR Case Management to BMC Remedy Smart Reporting if you want to synchronize users at once. If you do not perform this step, users will be synchronized in 12 hours.	Forcing users synchronization between BMC HR Case Management and BMC Remedy Smart Reporting
	9	Add MyIT_Admin permissions to BMC HR Case Management users belonging to Case_Master and/or Case_Admin groups.	Setting up administrator authentication in BMC MyIT 3.2 and Setting up administrator authentication in BMC MyIT 3.3 in the BMC MyIT documentation
	10	Make the necessary changes in the BMC AR System Server configuration in order to: Set up incoming and outgoing emails Change the default request management behavior for BMC MyIT Universal Console	Configuring the BMC Remedy AR System Server
	11	(Optional) Integrate the system components with the Remedy Single Sign-On.	Configuring integration with BMC Remedy Single Sign-On
	12	Verify the installation is successful.	Verifying the installation
	13	(Recommended) Upon the first login to the BMC HR Case Management console, change the default email (notset@invalid.com ) of the Case Master user.	For details how to change email for a user, see Adding people records.

To install BMC HR Case Management as part of a deployment with BMC Remedy ITSM on a single server

Follow this procedure to install BMC HR Case Management as part of a deployment with BMC Remedy ITSM on a single server:

Tip

If you do not want to integrate your system with any other products, skip all optional steps.
If you want to integrate your system with BMC MyIT Service Broker, perform all steps related to Service Broker installation and configuration marked as optional in the scenario that follows.
If you want to integrate your system with BMC Remedy Single Sign On, perform all steps related to BMC RSSO installation and integration marked as optional in the scenario that follows.

Installation stage	Step #	Perform the following	Where to find information
Installing the platform components	1	Install or upgrade the following platform components: On a server 1—BMC Remedy AR System Server On a server 2—BMC Remedy Mid Tier On a server 3—BMC Remedy Smart Reporting Note: BMC Remedy Action Request AR System Server, BMC Remedy Mid Tier, and BMC Remedy Smart Reporting can be installed on a single server, however it is recommended that they are installed separately with regards to a better performance.	Described in the BMC Remedy AR System documentation: Installing BMC Remedy AR System Installing BMC Remedy Mid Tier Installing BMC Remedy Smart Reporting
Installing the platform components	2	Add the appropriate licenses to the BMC Remedy AR System Server.	Obtaining BMC Remedy license keys in the BMC Remedy ITSM deployment 9.1 online documentation
Installing the system components	3	On the server with BMC Remedy AR System (server 1), install the system components: BMC Remedy IT Service Management BMC HR Case Management	Installing BMC Remedy ITSM in the BMC Remedy ITSM Deployment 9.1 online documentation See Installing BMC HR Case Management
	4	Install BMC MyIT Service Broker on a server 5.	Installing BMC MyIT Service Broker 3.2 and Installing BMC MyIT Service Broker 3.3 in BMC MyIT Service Broker online documentation
	5	Install BMC MyIT on a server 4. Notes: For successful integration with BMC HR Case Management, during installation on BMC MyIT, ensure that you enter the following information: Select Enable BMC MyIT HRCM integration to enable integration with BMC HR Case Management For AR System Server Information, enter the connection details of the BMC Remedy AR System Server on which you installed BMC HR Case Management.	Installing BMC MyIT 3.2 and Installing BMC MyIT 3.3 in the BMC MyIT online documentation
Post-installation steps	6	Restart the BMC Remedy AR System.
	7	Clear the Mid Tier cache.
	8	Configure Smart Reporting to be used by HR Case users and IT Service Management users.	Configuring BMC Remedy Smart Reporting for BMC HR Case Management and Configuring BMC Remedy Smart Reporting for BMC Remedy IT Service Management
	9	Synchronize users that you want to be shared between BMC HR Case Management and BMC Remedy ITSM (on a single BMC Remedy AR System Server).	Synchronizing users between BMC HR Case Management and BMC Remedy ITSM
	10	Add MyIT_Admin permissions to users belonging to Case_Master and Case_Admin group.	Setting up administrator authentication in BMC MyIT 3.2 and Setting up administrator authentication in BMC MyIT 3.3 in the BMC MyIT online documentation
	11	Make the necessary changes in the BMC AR System Server configuration in order to: Set up incoming and outgoing emails Change the default request management behavior for BMC MyIT Universal Client	Configuring BMC Remedy AR System Server
	12	(Optional) Integrate with BMC MyIT Service Broker by enabling the HRCM connector in BMC MyIT Service Broker. This step is mandatory if you have BMC MyIT Service Broker installed .	Configuring 3.2 service connectors and Configuring service 3.3 connectors in BMC MyIT Service Broker online documentation
	13	(Optional) Integrate the system components with the Remedy Single Sign-On.	Configuring integration with BMC Remedy Single Sign-On
	14	Verify the installation is successful.	Verifying the installation
	15	(Recommended) Upon the first login to the BMC HR Case Management console, change the default email (notset@invalid.com ) of the Case Master user.	For details how to change email for a user, see Adding people records.

To install BMC HR Case Management as part of a deployment with BMC Remedy ITSM on separate servers

Follow this procedure to install BMC HR Case Management as part of a deployment with BMC Remedy ITSM on separate servers:

Tip

If you do not want to integrate your system with any other products, skip all optional steps.
If you want to integrate your system with BMC MyIT Service Broker, perform all steps related to Service Broker installation and configuration marked as optional in the scenario that follows.
If you want to integrate your system with BMC Remedy Single Sign On, perform all steps related to BMC RSSO installation and integration marked as optional in the scenario that follows.

Installation stage	Step #	Perform the following	Where to find information
Installing the platform components	1	Notes: If server 1 is part of a platform that is being upgraded, it is not mandatory to upgrade your BMC platform components to 9.1 Patch 1. If you are performing a fresh installation on server 1, install the latest BMC Remedy AR System Server and BMC Remedy ITSM. Install or upgrade the system components for a server with BMC Remedy IT Service Management: On a server 1—BMC Remedy AR System Server On a server 2—BMC Remedy Mid Tier On a server 3—BMC Remedy Smart Reporting Note: BMC Remedy Action Request AR System Server, BMC Remedy Mid Tier, and BMC Remedy Smart Reporting can be installed on a single server, however it is recommended that they are installed separately in regards to a better performance.	In the BMC Remedy AR System documentation space: Installing BMC Remedy AR System Installing BMC Remedy Mid Tier Installing BMC Remedy Smart Reporting
	2	Add the appropriate licenses to the BMC Remedy AR System Server. Note: You must have AR Distributed Server license applied on this server.	Obtaining BMC Remedy license keys in the BMC Remedy ITSM deployment 9.1 online documentation
	3	Install or upgrade the system components for a server with BMC HR Case Management: On a server 4—BMC Remedy AR System Server On a server 5—BMC Remedy Mid Tier On a server 6—BMC Remedy Smart Reporting Note: BMC Remedy Action Request AR System Server, BMC Remedy Mid Tier, and BMC Remedy Smart Reporting can be installed on a single server, however it is recommended that they are installed separately in regards to a better performance.	In the BMC Remedy AR System documentation space: Installing BMC Remedy AR System Installing BMC Remedy Mid Tier Installing BMC Remedy Smart Reporting
	4	Add the appropriate licenses to the BMC Remedy AR System Server. Note: You must have AR Distributed Server license applied on this server.	Obtaining BMC Remedy license keys in the BMC Remedy ITSM deployment 9.1 online documentation
Installing the system components	5	Install BMC Remedy IT Service Management on a server 1	Installing BMC Remedy ITSM in the BMC Remedy ITSM deployment 9.1 online documentation
	6	Install BMC HR Case Management on a server 4	Installing BMC HR Case Management
	7	(Optional) Install BMC MyIT Service Broker on a server 7.	Installing BMC MyIT Service Broker 3.2 and Installing BMC MyIT Service Broker 3.3 in BMC MyIT Service Broker online documentation.
	8	Before installation of MyIT: If you already have BMC MyIT installed, upgrade it to a version compatible with the BMC HR Case Management version. During BMC MyIT installation, ensure that you specify the correct connection details of your both BMC Remedy AR System Servers (server 1 and server 4). Install BMC MyIT on a server 8. During installation of MyIT: Select Enable BMC MyIT HRCM integration to enable integration with BMC HR Case Management For AR System Server Information, enter the connection details of your both BMC Remedy AR System Servers: server 1 and server 4.	Installing BMC MyIT 3.2 and Installing BMC MyIT 3.3 in the BMC MyIT 3.2 documentation
Post-installation steps	9	Restart BMC Remedy AR System on both servers.
	10	Clear cache on both Mid Tier servers.
	11	Configure Smart Reporting on server 4 to be used by BMC HR Case Management users.	Configuring BMC Remedy Smart Reporting for BMC HR Case Management
	12	Configure Smart Reporting on server 1 to be used by BMC Remedy ITSM users.	Configuring BMC Remedy Smart Reporting for BMC Remedy IR Service Management in the BMC Remedy IT Service Management Suite 9.1 online documentation
	13	Configure integration between both BMC Remedy AR System Servers. Important: Exactly the same users with the same IDs, logins, and passwords must be available in BMC Remedy ITSM and BMC HR Case Management. Only users shared between the two BMC Remedy AR System Servers have permission to view solutions and articles in BMC MyIT.	Configuring integration with a remote BMC Remedy AR System Server
	14	Synchronize users that you want to be shared between BMC HR Case Management and BMC Remedy ITSM (on separate BMC Remedy AR System Servers).	Synchronizing users between BMC HR Case Management and BMC Remedy IT Service Management
	15	Add MyIT_Admin permissions to users belonging to Case_Master and/ or Case_Admin groups.
		Make the necessary changes in the BMC AR System Server configuration in order to: Set up incoming and outgoing emails Change the default request management behavior for BMC MyIT Universal Client	Configuring the BMC Remedy AR System Server
	16	(Optional) Integrate with MyIT Service Broker by enabling the HRCM connector in MyIT Service Broker. This step is mandatory if you have BMC MyIT Service Broker installed.	Configuring 3.2 service connectors and Configuring 3.3 service connectors in the BMC MyIT Service Broker online documentation
	17	(Optional) Integrate the system components with the Remedy Single Sign-On.	Configuring integration with BMC Remedy Single Sign-On
	18	Verify the installation is successful.	Verifying the installation
	19	(Recommended) Upon the first login to the BMC HR Case Management console, change the default email (notset@invalid.com ) of the Case Master user.	For details how to change email for a user, see Adding people records.

To install BMC HR Case Management in a multitenant environment

Note

To build a multitenant environment with BMC HR Case Management 4.7.01, BMC Digital Workplace in the primary stack must be of version 3.4 and later.

Follow this procedure to install BMC HR Case Management as a part of a secondary tenant in a multitenant environment:

Installation stage	Step #	Perform the following	For more details, see...
Installing the platform components	1	Install or upgrade the following platform components: On a server 1—BMC Remedy AR System Server On a server 2—BMC Remedy Mid Tier On a server 3—BMC Remedy Smart Reporting Note: BMC Remedy Action Request AR System Server, BMC Remedy Mid Tier, and BMC Remedy Smart Reporting can be installed on a single server, however it is recommended that they are installed separately with regards to a better performance.	In the BMC Remedy AR System documentation: Installing BMC Remedy AR System Installing BMC Remedy Mid Tier Installing BMC Remedy Smart Reporting
Installing the platform components	2	Add the appropriate licenses to the BMC Remedy AR System Server.	Obtaining BMC Remedy license keys in the BMC Remedy ITSM deployment 9.1 online documentation
Installing the system components	3	Install BMC HR Case Management on the server 1 (where BMC Remedy AR System is installed).	Installing BMC HR Case Management
Post-installation steps	5	Restart the BMC Remedy AR System.
	6	Clear the Mid Tier cache.
	7	Configure BMC Remedy Smart Reporting to be used by BMC HR Case Management users.	Configuring integration with BMC Remedy Smart Reporting
	8	(Optional) Force automatic synchronization of users from BMC HR Case Management to BMC Remedy Smart Reporting if you want to synchronize users at once. If you do not perform this step, users will be synchronized in 12 hours.	Forcing users synchronization between BMC HR Case Management and BMC Remedy Smart Reporting
	9	Add MyIT_Admin permissions to BMC HR Case Management users belonging to Case_Master and/or Case_Admin groups.	Setting up administrator authentication in BMC Digital Workplace Catalog 3.4
	10	Make the necessary changes in the BMC AR System Server configuration in order to: Set up incoming and outgoing emails Change the default request management behavior for BMC MyIT Universal Console	Configuring the BMC Remedy AR System Server
	11	(Optional) Integrate the system components with the Remedy Single Sign-On.	Configuring integration with BMC Remedy Single Sign-On
	12	Verify the installation is successful.	Verifying the installation
	13	(Recommended) Upon the first login to the BMC HR Case Management console, change the default email (notset@invalid.com ) of the Case Master user.	For details how to change email for a user, see Adding people records.