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

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Deleting a customer or company for a BMC Remedy AR System server

BMC Remedy Smart Reporting does not support onboarding of multiple customers for the same BMC Remedy AR System server. If you have already onboarded a customer, you must delete the existing customer and manually update the entry in the SmartReportingServer_Info form. You must perform this procedure before onboarding another customer from the same AR System server.

Note

 If you are using Service Pack 2, instead of manually deleting customers, use the Offboarding process for deleting a company.

This topic provides the following information:

To delete a customer in a single-company user onboarding

For single company user onboarding, you must perform this procedure in the following scenarios:

  • Replacing a customer with a new customer
  • Onboarding a customer that you have previously onboarded
  • Shifting from a single-company environment to a multi-company environment
  1. Log in to BMC Remedy Smart Reporting as the super administrator, usually, siadmin.

  2. On the BMC Remedy Smart Reporting console, select Administration > Admin Console > Client organizations.

  3. Select the existing customer (client organization) and click Delete.

  4. As the BMC Remedy AR System administrator, log on to the AR System server from which you onboarded the customer.
  5. Open the SmartReportingServer_Info form.
  6. In the Reporting Server Host Name field, enter % to search all records.
  7. Delete the record listed in the search result.
  8. Close the browser window.

To delete a company in a multicompany user onboarding

For multicompany user onboarding, you must perform the same procedure if you want to again onboard a company that you deleted earlier.

  1. Log in to BMC Remedy Smart Reporting as the super administrator, usually siadmin.

  2. On the BMC Remedy Smart Reporting console, choose Administration > Admin console > Client organizations.

  3. Select an existing company (client organization) and click Delete.

  4. Log in as the AR System administrator to the AR System server from which you have onboarded.
  5. Open the SmartReportingServer_Info form.
  6. Search all records by using entering '%' as the search string in the Reporting Server Host Name field.
  7. From the string in the UserCreationFilterQualification field, delete the substring for the company you deleted, along with the filter qualification, if any, for that company.
    For example, suppose you had previously onboarded the following company:

    • Customer name—CompanyA

    • Company name—Calbro Services

    • User creation filter criteria—Administrator

    When the onboarding process is complete, the following entries are created:

    • Client organization in BMC Remedy Smart Reporting server — CompanyA_Calbro Services

    • Qualification string in UserCreationFilterQualification field of SmartReportingServer_Info form:

      AND (('Company' = $\NULL$) OR('Company' = "Calbro Services" AND ('Group List' LIKE "%;1;%")))

    After you delete CompanyA_Calbro Services client organization, delete the substring for Calbro Services from the qualification string in UserCreationFilterQualification field of the SmartReportingServer_Info form.

     OR('Company' = "Calbro Services" AND ('Group List' LIKE "%;1;%")

    The new qualification string after deleting the company specific substring is as follows:

    AND (('Company' = $\NULL$))

    Note

    Ensure that the new substring has the correct syntax; for example, the opening and closing brackets must match.

  8. Save the changes and close the browser window.

Where to go from here

Overview of the user onboarding process

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Comments

  1. Corey Humphrey

    You can not Log in to the BMC Smart Reporting console, "The landing page" as a super user "siadmin". I had to actually log in from the admin page to delete a customer, http://locoalhost:8181

    Oct 14, 2016 10:42
    1. Sirisha Dabiru

      Thanks for letting us know. Will check with the SMEs and get back to you.

       

      Regards,

      Sirisha

      Dec 12, 2016 11:37
    1. Sirisha Dabiru

      Hi Corey Humphrey,

      Aren't the super admin credentials working or you are unable to delete a customer when you log in as super admin? Would you please let us know the issue in detail.

       

      Regards,

      Sirisha

       

      Dec 22, 2016 01:45