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.

Updating the AR System group filter criteria

After you finish onboarding a company, by default, user sync uses the filter criteria used during onboarding. If you want to onboard users from BMC Remedy Action Request System (BMC Remedy AR System) groups other than the ones defined during onboarding, you must update the filter criteria manually. Starting with Service Pack 2, you can update the filter criteria from the new BMC Remedy Smart Reporting Admin Console. 

When the BMC Remedy User Sync (User Sync) utility runs, users are onboarded according to the new filter criteria are onboarded. For more information about the User Sync utility, see Automatically synchronizing BMC Remedy AR System users to BMC Remedy Smart Reporting.

To update the BMC Remedy AR System group filter from the BMC Remedy Smart Reporting Admin Console

Note

The following procedure is applicable only if you have BMC Remedy IT Service Management installed on the AR System Server.

  1. Log in to the BMC Smart Reporting Admin Console as a Smart Reporting super administrator.
  2. Select Modify user creation filter criteria.
  3. Select the customer name from the list displayed, and then click Next.
  4. Enter the BMC Remedy AR System Administrator user name and password, and click Verify AR Details to validate the credentials.
  5. After verification, the existing filters are displayed. Select Apply group based filter, and select the BMC Remedy AR System  groups whose users you want to sync with BMC Remedy Smart Reporting.
  6. Click Next, verify the groups you selected are displayed in the filters list, the click Confirm and Update.

To manually update the BMC Remedy AR System group filter criteria

  1. Log in to BMC Remedy Mid Tier as an AR System administrator, and open the Group form.
  2. Enter the BMC Remedy AR System group name in the Group Name field, and click Search.
  3. Note the value in the Group ID field.
  4. Open the SmartReportingServer_Info form.
  5. In the Reporting Server Host Name field, enter % to search all records.
  6. Update the value in the UserCreationFilterQualification field as  follows:

    1. Begin the filter criteria with an AND clause

    2. Include BMC Remedy AR System group IDs in the qualifier list

    Sample format and example are as follows:

    Type of updateFormat and example
    Single Company User Onboarding
    To add one BMC Remedy AR System group
    as a filter criterion

    Format:

    AND ('Group List' LIKE "%;<AR Group ID>;%")

    Example:

    AND ('Group List' LIKE "%;1000000021;%")
    To add multiple BMC Remedy AR System groups
    as filter criteria

    Format:

    AND ('Group List' LIKE "%;<AR Group 1 ID>;%" OR
    'Group List' LIKE "%;<AR Group 2 ID>;%")

    Example:

    AND ('Group List' LIKE "%;1000000021;%" OR
    'Group List' LIKE "%;1;%")
    Multi Company User Onboarding
    To add one BMC Remedy AR System group
    as a filter criterion

    Format:

    AND (('Company' = $\NULL$)
    OR('Company' = "<Company Name>" AND ('Group List' LIKE
    "%;<AR Group ID>;%")))

    Example:

    AND (('Company' = $\NULL$)
    OR('Company' = "Calbro Services" AND ('Group List' LIKE "%;1;%")))
    To add multiple BMC Remedy AR System groups
    as filter criteria

    Format:

    AND (('Company' = $\NULL$)
    OR('Company' = "<Company Name>" AND ('Group List' LIKE
    "%;<AR Group 1 ID>;%" OR 'Group List' LIKE "%;<AR Group 2 ID>;%") ))
    

    Example:

    AND (('Company' = $\NULL$)
    OR('Company' = "Calbro Services" AND ('Group List' LIKE
    "%;1;%" OR 'Group List' LIKE "%;20004;%") ))
    

    Notes

    • Ensure that the qualification criteria have the correct syntax; for example, the opening and closing brackets must match. Otherwise, the User Sync job fails.
    • You can replace already onboarded users of a BMC Remedy AR System group with users from another group by changing the Group ID. After the User Sync utility runs, the users from the previous group are removed, and users from the new group are onboarded.
  7. Save the form and close it.

Where to go from here

Overview of the user onboarding process

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