Frequently asked questions for BMC Remedy Smart Reporting
This topic provides answers to frequently asked questions about Remedy Smart Reporting. The following sections are included:
For information about about BMC's strategy to support Remedy Smart Reporting and the existing reporting options such as Dashboard and Analytics, see Product announcements for Remedy Smart Reporting.
Installation and deployment
Yes. Remedy Smart Reporting provides flexible deployment options. You can achieve different levels of isolation for reporting, to account for varying workloads.
In the simplest deployment, the reporting server shares the infrastructure with Remedy Mid Tier.
In more advanced deployments, you can configure Remedy Smart Reporting on a separate reporting server or a reporting cluster. This deployment model separates any reporting workload from Remedy Mid Tier, although they still have the Remedy Action Request System (AR System) server and database in common.
The reporting administrator can export and then import reports, and other definitions by using an XML based import-export feature available in Remedy Smart Reporting.
The Remedy AR System JDBC driver connects only to the AR System server. Internally, the Remedy Action Request (AR) System APIs connect to the Remedy AR System database.
The reporting server uses Apache Tomcat as the default web server. The metadata-like report configuration for Remedy Smart Reporting is added to separate tables in a database that can be shared with Remedy AR System.
Installing both Remedy AR System and Remedy IT Service Management (ITSM) components will also install Remedy Smart Reporting capabilities. After completing the installations, the administratormust run a Remedy Smart Reporting onboarding utility that imports the report definitions. After the onboarding is complete, no additional configuration is required and all the out-of-the-box content is available. For more information, see the following resources:
- from the Remedy ITSM Deployment 9.0 online documentation.
- Onboarding users and importing content in Remedy Smart Reporting.
Remedy Smart Reporting customizations
Remedy Smart Reporting is available for both Remedy ITSM and custom forms within it. Content related to Remedy ITSM, including reports, dashboards, and views is provided out of the box. To use custom forms, you must add them to the semantic view of Remedy Smart Reporting.
Remedy Smart Reporting is available to anyone who is a licensed Remedy ITSM user. It has been designed, tested, and configured to work specifically with the Remedy ITSM solution. Unfortunately, currently you need to continue to use existing the Remedy AR System reporting options for custom applications, for example, the Remedy AR System Report Console.
No. Smart Reporting does not support exporting the report data into a XML format. Smart Reporting only exports report definition into a XML format, which may not be compatible with other tools. When you export the reports to other formats, such as CSV, Excel, PDF etc., they contain the report data and not the report definition.
You can extend out-of-the-box joins, which are already defined based on the semantic layer. For custom forms, you must know the join fields and define them as part of the view definition.
All fields, except view-only fields and vendor forms are available for reporting; out-of-the-box views contain only the most widely used fields. You can easily extend the out-of-the-box views to include additional fields; however, you should always create a copy of the out-of-the-box view and then modify the copy.
No. The administrator must first publish the custom fields as a part of the semantic view through quick configuration steps using the drag-and-drop interface.
Dates are preformatted in Remedy Smart Reporting; you can also choose different date formats.
Remedy Smart Reporting charts, report designer, and self service
No, but you can create line charts with upper and lower controls and targets by selecting the KPI option from the Report Design screen. See Creating a custom KPI report.
Yes. Any dashboard is completely configurable.
You can arrange the tabs on a dashboard according to the content available out of the box, such as IT Infrastructure Library (ITIL) processes like Change Management, Incident Management, Knowledge Management, and so on.
You can also configure the tabs for different departments. If you want to set up different dashboard tabs per department with the same underlying report definitions, you can also leverage the dashboard page filters. These filters ensure that although the dashboard pages are similar, the data displayed on each dashboard tab is specific to each department.
Remedy Smart Reporting is a self-service tool. Customers can configure the reporting themselves.
Specific roles govern access rights in Remedy Smart Reporting. Users with a role to create new reports can define new reports for report consumers. See, Remedy Smart Reporting user roles.
Yes. With appropriate permissions in Remedy Smart Reporting, users can remove or modify a report, or copy an existing report and modify their own copy. However, BMC recommends that you do not modify or remove an out-of-the-box report.
Administrators can set server-level format settings which that apply to all reports by default. Currently, the concept of a template for report formatting is not available.
Historical or aggregated data, for example Mean Time To Resolve (MTTR), is available as Out-of-the-box KPI reports. KPI reports leverage the flashboard functionality in the server (not the visualization) to capture and store historical information for key performance indicators (KPIs). With version 9.0, Incident Management and Change Management KPIs are available out of the box, and more KPIs for other areas will be added over time.
Yes. Relationships are available in the out-of-the-box views (semantic layer) for Remedy ITSM applications.
Remedy Smart Reporting is not an active monitoring system like BMC ProactiveNet Performance Management. However, it supports a few business cases for exception reporting.
For example, you can configure conditional report delivery to send an email when more than ten critical incidents are assigned to any of your team members. Based on the frequency you define, the report will run every few minutes or hours, but will send an email only when more than ten critical incidents occur as defined in the qualification.
No. You cannot limit report scheduling to a specific time frame.
Remedy Smart Reporting licensing
Separate licensing is not required for Remedy Smart Reporting. You have access to Remedy Smart Reporting with a Remedy ITSM license.
Remedy Smart Reporting is licensed for Remedy Remedy ITSM customers. Options for other customers who use Remedy AR System without Remedy ITSM applications are being discussed.
Remedy Smart Reporting license terms allow Remedy ITSM customers to generate reports with the Remedy AR System database (forms). You cannot integrate Remedy Smart Reporting directly with external data sources such as Microsoft Excel, CSV, or XML files; or with any other databases.
However, you can integrate Remedy AR System with external data sources to make the data available in Remedy AR System forms, which can then be used for Remedy Smart Reporting.
You are entitled to use Remedy Smart Reporting with a valid Remedy ITSM license. So, you will continue to use Remedy Smart Reporting until the Remedy ITSM license is valid. Also, BMC will provide new version of the license key for Remedy Smart Reporting from time to time in future releases, which will extend the term of Remedy Smart Reporting.
Convergence of Reporting Technologies (BIRT, D&A, Smart IT)
Cross-launching to Smart IT requires configuration. For detailed steps, see Updating cross launch settings
BMC Analytics for BSM is a data warehouse solution that brings data from Remedy ITSM, TrueSight, and Cloud Lifecycle Management solutions. Remedy Smart Reporting will not be a replacement for this data warehouse capability, because the solution is focused specifically around self-service and in-app ITSM reporting for Remedy. However, for those customers who use BMC Analytics for BSM exclusively for reporting about the Remedy ITSM data, Remedy Smart Reporting can likely be a replacement.
No. Any utility to convert BIRT and SAP Business Objects reports to Remedy Smart Reporting format is currently not available. However, BMC is working on converting some of the current out-of-the-box BIRT and SAP Business Objects reports in Remedy Smart Reporting format, and making the reports available on BMC Communities, which customers can easily import to Remedy Smart Reporting. More details will be announced on BMC Communities.
Remedy Smart Reporting compatibility, localization, and training
Yes. All supported Remedy ITSM languages, except Russian and Korean, are available with Remedy Smart Reporting.
The BMC documentation site, , includes short videos about various Remedy Smart Reporting topics such as creating new reports and dashboards. BMC Education and BMC documentation will help all customers to learn about Remedy Smart Reporting.
Remedy Smart Reporting is a new capability that is currently aligned with Remedy ITSM 9.0 or higher.
Yes. Remedy Smart Reporting has the same browser compatibility as the corresponding Remedy ITSM version, which supports Google Chrome, Microsoft Internet Explorer, Mozilla Firefox, and Apple Safari (for Macintosh computers).
Out-of-the-box reports and dashboard are available to all the users, including the Remedy OnDemand customers. Further, customers can build their own reports and dashboards from the web-based report designer, without requiring Remedy administrator rights. BMC Education and BMC documentation will help all customers to learn about Remedy Smart Reporting.
Remedy Smart Reporting supports the following Yellowfin builds and versions.
Smart Reporting versions
|9.1 Service Pack 4 Patch 2 (9.1.04.002)||20180108||7.3|
|9.1 Service Pack 4 (9.1.04)||20171012||7.3|
|9.1 Service Pack 3 Patch 1 (9.1.03.001)||20170619||7.3|
|9.1 Service Pack 3 (9.1.03)||20170512||7.3|
|9.1 Service Pack 2 Patch 1 (9.1.02.001)||20170124||7.1|
|9.1 Service Pack 2 (9.1.02)||20161021||7.1|