This documentation supports the 9.1 version of Remedy IT Service Management Suite.

To view the latest version, select the version from the Product version menu.

Client organizations

BMC Remedy Smart Reporting has functionality called Client Organizations which allows multiple virtual instances of BMC Remedy Smart Reporting to reside in the same server instance. This provides a way to create content isolated within one organization, hidden from other organization users logging into the same server.

Client Org is a two-tier structure. The top tier, known as the Primary Org (default org). Data restrictions are applied based on the access provided in BMC Remedy AR System.

The BMC Remedy Smart Reporting onboarding process creates the Client Org.

  • When using the regular onboarding process, it creates a single Client Org for the customer that is onboarded.
  • When using the ITSM multi-company onboarding process, when onboarding the first company, it creates a default Client Org for the customer (customerName_default), in addition to the Client Org for the company that is onboarded. All subsequent onboarding processes, create a Client Org for each company that is onboarded.

A Client Organization is identified by a Client Reference ID, which is a unique text identifier assigned when the client is created. BMC Remedy Smart Reporting can use this ID as an Access Filter.

Data access

When using BMC Remedy Smart Reporting, data security defined in BMC Remedy AR System is applied for all reporting users. Users have access to the data of all companies they are provided access to in BMC Remedy AR System, even if they are a part of a single Smart Reporting client organization.For example, Bob belongs to the company BMC Software and during onboarding was added to the BMC Software client organization. However, Bob has access to Calbro Services. Even though he is not a part of the Calbro Services client organization, he still has access to the Calbro Services data.

Content

When using the regular onboarding process, restricting access to the reports and dashboards of the companies that the user is not a part of, is not available. Reporting users are able to view the listing of the reports and dashboards for all companies in BMC Remedy Smart Reporting. Reporting data however will be 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.

When using the ITSM multi-company onboarding process:

  • Users can only access reports and dashboards for their company.
  • When the managing organization create a new report or dashboard they want to share with all companies, they must export and then import the reports to the client organizations of the companies.

Users

The Company information under the Organization information on a user’s People form record, helps manage this segregation of users and their associated company. Users without a Company defined in their People record (created in BMC Remedy AR System User form) are added as a part of the default BMC Remedy Smart Reporting Client Organization and can access view all reports and dashboards available to the default Client Organization. However, data restrictions as defined in BMC Remedy AR System server are applied.

Administration

(For BMC Remedy Smart Reporting version 9.1.03 and later only) The Configuration and Report Styles pages are available in both Primary and Client Org to users with appropriate role permissions. The configuration settings applied at the client are exclusive to that client, much like their content, meaning that each client can be configured and styled differently. This allows for different region, integration, and style settings across clients.

Managing Client Organizations

(For BMC Remedy Smart Reporting version 9.1.03 and later onlyAllows you to add, edit, and delete client organisations without the use of web services. This panel is only displayed when you have Client Organization Functionality enabled in the Configuration panel. You can access the Client Organization Management through the Admin list in the Admin Console. 

Client Organizations

Using BMC Remedy Smart Reporting you can create Client Organizations. These are used to manage multiple clients within the one instance of BMC Remedy Smart Reporting.

Create New Client

Create new Client Organizations and assign users to them.

Related topics

Onboarding users and importing content in Remedy Smart Reporting

How multicompany user onboarding works

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