Onboarding BMC Remedy Smart Reporting
The onboarding utility allows you to import BMC Remedy AR System users and out of the box reporting content to the BMC Remedy Smart Reporting server.
Select the appropriate onboarding option based on your BMC Remedy Smart Reporting deployment. Deployment allows for a single or multiple BMC Remedy AR System servers using the BMC Remedy Smart Reporting server. BMC Remedy ITSM can be running in a single company or multi-tenancy environment.
Prior to Patch 1 for version 9.0 of BMC Remedy ITSM, the onboarding process for multi-tenant implementations of BMC Remedy ITSM (multiple companies defined in BMC Remedy ITSM with restricted data access) had some limitations. In a multi-tenant environment, all users could view the reports and dashboards of all the onboarded companies. However, report data was restricted only to restricted users.
This issue has been fixed in Patch 1 for BMC Remedy ITSM version 9.0.
Run onboarding for each BMC Remedy AR System
Run onboarding for each company defined in the
The ITSM multi-company onboarding model
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|Click to view a short video on|
ITSM multi-company onboarding
Both scenarios are independent of the BMC Remedy Mid-Tier multi-tenancy implementation.
Multi-tenancy and data security in BMC Remedy Smart Reporting
When using BMC Remedy Smart Reporting, data security defined in BMC Remedy AR System is applied for all reporting users. The reporting users can only view the data they have access to in BMC Remedy AR System.
In version 9.0.00, when BMC Remedy ITSM is implemented in a multi-tenant environment (set up with multiple companies in a shared BMC Remedy AR System environment), data security settings are the same as defined for BMC Remedy AR System server.
The onboarding option available for version 9.0.00, does not provide options for restricting access to the reports and dashboards companies that the user is not a part of. Reporting users can view the listing of the reports and dashboards for all companies in BMC Remedy Smart Reporting. However, reporting data displayed is restricted depending on the BMC Remedy AR System security settings. Additionally, when using collaboration options like comments, annotations, or discussions, and notifications, all users in the system are displayed irrespective to the company they belong to.
These issues were fixed in BMC Remedy ITSM Patch 1 for version 9.0.00. Starting with Patch 1, users can only view reports and dashboards for companies that they are a part of. For collaboration options, only users that belong to the company users belong to are displayed.
If you want to delete an existing customer and onboard another one for a BMC Remedy AR System server, see Deleting an existing customer for an BMC Remedy AR System server.
The onboarding process includes the following procedures:
Applying the hotfix when using SQL server windows authentication
You must apply this hotfix before you start the onboarding process if you choose to use SQL server authentication during the installation of BMC Remedy Smart Reporting.
This procedure is applicable only for version 9.0.00. This issue has been fixed in Patch 1 for version 9.0.00.
- Stop the BMC Remedy Smart Reporting Server.
- Delete the sqljdbc-4.0.jar file located at: ReportingInstallDir\SmartReporting\appserver\webapps\onboarding\WEB-INF\lib.
- Copy the sqljdbc-4-3.0.jar file provided in the hotfix to ReportingInstallDir\SmartReporting \appserver\webapps\onboarding\WEB-INF\lib.
- Copy the ConnectionInfo.class file provided in the hotfix and replace the existing file located at: ReportingInstallDir\SmartReporting\appserver\webapps\onboarding\WEB-INF\classes\com\bmc\inapp\reporting\yellowfin\config.
- Start the BMC Remedy Smart Reporting Reporting Server.
Running the onboarding wizard
If the user ID of any of the BMC Remedy AR System users contains a special characters, the onboarding process fails.
On the system where you have installed BMC Remedy Smart Reporting, in your web browser, open the onboarding url:
Normal onboarding — http://<reporting server name>:<port>/onboarding.
- ITSM multi-company onboarding — http://<reporting server name>:<port>/onboarding/MSPHome.jsp
Enter following details for the customer you are onboarding:
Field name Description Example Customer Name
Identifier for the BMC Remedy AR System server of the Customer for whom you are onboarding the data.
At the time of onboarding, you can provide a name to distinguish between the BMC Remedy AR System servers in your environment.
In a BMC Remedy ITSM multicompany environment, run the onboarding process for each company defined in the BMC Remedy ITSM environment.
Note: The Customer Name should be in lower case, without any special characters.
If you are onboarding data for Calbro Services, the Customer Name for a BMC Remedy AR System server in development environment could be calbroservicesdev and that for a server in production environment could be calbroservicesprod. BMC Remedy AR Server Name The host name or alias of the BMC Remedy AR Server you are onboarding. ars-srv BMC Remedy AR Server Port The port number defined for the BMC Remedy AR Server. 0 BMC Remedy AR Server Administrator
User name and password of the BMC Remedy
AR Server Administrator. This can be any user defined
as an Administrator in the BMC Remedy AR System
User name: Allen
Select the company for which you want to onboard
Note: This field is displayed when you run the ITSM multi-company onboarding option.
Company A BMC Remedy Smart Reporting Administrator
User name and password of the BMC Remedy Smart Reporting super administrator.
The default super administrator name is siadmin.
Note: Change the default password after you install BMC Remedy Smart Reporting.
For more information, see Changing the BMC Remedy Smart Reporting super admin password.
User name: siadmin
Assign an existing BMC Remedy AR Server
user as the Reporting Administrator
User ID of the BMC Remedy AR System user
who will be the BMC Remedy Smart
In a regular onboarding, this user must belong
to the AR Server for which you are onboarding.
In the ITSM multi-company model, this user belongs
to the company for which you are onboarding.
- Click Start to begin the onboarding process.
You can click BMC Remedy AR Server Administrator Username to check the onboarding status.
Verify successful onboarding
After onboarding BMC Remedy Smart Reporting, make sure that you Configure the BMC Remedy Mid-Tier, before verifying that the onboarding is successful.
- Verify the logs at the following location:
- To verify that the customer has been successfully onboarded, log on to the BMC Remedy Mid-Tier with the login ID of the BMC Remedy AR System user who has been defined as the BMC Remedy Smart Reporting Administrator.
- Choose Remedy Smart Reporting > Remedy Smart Reporting Console from the Applications menu.
You should be directed to the BMC Remedy Smart Reporting console.
Where to go from here
After you complete onboarding BMC Remedy Smart Reporting, configure the application. For more information, see Configuring BMC Remedy Smart Reporting.