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.

Offboarding users and clearing the database in BMC Remedy Smart Reporting

Prior to Service Pack 2 for ITSM version 9.1.00, users had to manually delete a customer and clean up any related information from the Smart Reporting database Starting with Service Pack 2, the offboarding service provided in the Admin Console of BMC Remedy Smart Reporting allows you to delete users for an existing company. The offboarding process must be followed by the database clean up process so that any inactive customers or users are hard deleted from the database.

To offboard a customer

  1. Log in to the BMC Remedy Smart Reporting Admin Console as a Smart Reporting super administrator.
  2. On the Home Page, expand the Services menu and click Offboarding.

    Note:

    The Offboarding tab is enabled only if you have onboarded users in BMC Remedy Smart Reporting.

  3. From the list displayed, select the customer(s) you want to offboard and click Next.
  4. Follow the offboarding wizard to complete the offboarding process.
    Provide the AR System Server administrator credentials to validate the AR System Server of the customer you are offboarding during the process.
  5. When the offboarding process is complete, select the Cleanup database option on the confirmation page. 

    Note

     The database clean up service can be accessed from the Services menu of the BMC Remedy Smart Reporting Admin Console.

  6. Complete the database clean up process, so that inactive customers and users of the offboarded company are permanently deleted from the Smart Reporting database

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