This documentation supports the 21.05 version of BMC Helix ITSM. To view an earlier version, select the version from the Product version menu.

Setting up the IT Home page

When you start the BMC Helix ITSM, the IT Home page displays the Overview console by default. However, you can set up what you want to see on the IT Home page. If you are a system administrator, you can configure the page for all users. Individual users can also set up their own IT Home page view.

IT Home page functional areas


Customizing and using the IT Home page video

Although the concepts and procedures presented in this video are correct, the user interfaces shown are not current.

 https://www.youtube.com/watch?v=66vLUiy10go

The following table describes each of the functional areas of the IT Home page.

Functional area

Purpose

Breadcrumb bar

Use the breadcrumb bar to keep track of the records you are viewing and helps with navigation. For more information about breadcrumbs, refer to Accessing BMC Helix ITSM application console.

Global search

Type in a word or a phrase in the search area, and the application will search across multiple forms for records that match your input. For more information about global search, refer to Searching for records in the application consoles.

Application menu

Depending on your permissions and other installed applications, you can see the application menu items. Use them to open consoles for applications as well as consoles for other features.

Important: When you run your mouse over the applications, you see a second menu. You can select one of those options to go directly to a form. For example, roll over Change Management and select Change/Release Calendar. The Calendar screen appears.

Configuration Buttons

Use these buttons to configure your panel display.

Overview console 

Company and View By

The Console List table displays the records for the mentioned Company and according to the option set in the View By field.

Preferences

This button allows you to set preferences for the console list table. You can remove columns, set refresh intervals, reset and save your preferences.

Console List table

This table displays the list of tickets. For example, the following figure displays tickets assigned to a user:

Configuring the IT Home page

You can configure the IT Home page to display information of your choice. For example, Bob Baxter is the manager for payroll at Calbro Services. He likes to keep track of all potential problems, changes, and incidents pertaining to his department. He also tracks software license contracts so that he knows which ones are about to expire. Bob configures his panels to display all the information he is looking for, as follows:

  • Asset Management > Contracts About to Expire in 90 Days
  • Change Management > All Open Changes with Extensive Impact
  • Incident Management > All Open Incidents with Extensive Impact
  • Problem Management > All Open Problems by Status and Priority



TaskAction
To add or delete panels
You can specify how many panels to display on your IT Home page up to a maximum of four panels.
  • To add a panel, use the  button.
  • To delete a panel, use the  button on the panel.
To configure panels
You can select what to display on your IT Home page. You can configure your panels only with options for which you have permissions.
  • In the panel, click the Show list and from the list of work areas for each option, select the one to display (for example, Asset Management> Software Certificates). 
  • To change the display on a panel, use the  button to display the Show list, and make another selection.
  • Use the  button to save your IT Home page.

When you next log on, you will see your saved IT Home page.

Important: When displayed from the IT Home page, the Incident console and the Overview console display all incident requests that are assigned to and that are owned by the person currently logged in, even when the person's Incident Management application preferences are configured to show only incidents that are assigned to that person. In the situation described in this note, the application preferences apply only when viewing the incidents from within the Service Desk application.

To expand and collapse panels

  • To collapse the panel, click the  button.
  • To expand the panel, click the  button.
To restore a default IT Home page view
  • In the IT Home page, click the  button.
    A dialog box informs you that the default layout for this page will be brought back.
To hide or show the navigation paneIn the IT Home page, click the Applications button to hide or show the navigation pane.

To change a default home page

Individual users can change their default Home page from one console to another. For individual users to change their Home page, they must have permissions to access the console targeted as the new Home page.

  1. Log into BMC Helix ITSM.

  2. Open one of the application consoles that the you have access to, for example: BMC Service Desk.
  3. From the console navigation pane, click Application Preferences.
  4. From the Application Preferences dialog box, select the new Home page from the Default Home Page field menu.
  5. Click Save.
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