Updating the qualification criteria for upgrade scenarios
During user onboarding, all users with a Fixed or Floating license type, and are in the Current status are onboarded to BMC Remedy Smart Reporting. You can select users who belong to specific BMC Remedy AR System groups by using the appropriate user creation filter criterion. In scenarios where you have a large number of users but only specific groups need to access the reporting content, you can onboard specific user groups by applying a filter criterion. Currently, you can filter users on the basis of only the BMC Remedy AR System groups.
Users with Read license type cannot be onboarded by using user filter criterion.
If you are upgrading from a previous version of BMC Remedy Smart Reporting to version 9.1.00, for multicompany user onboarding, you must update the qualification criterion in a BMC Remedy AR System form after the upgrade is complete and before the BMC Remedy Smart Reporting User Sync (User Sync) utility runs. For more information about the User Sync utility, see Automatically synchronizing BMC Remedy AR System users to BMC Remedy Smart Reporting.
When the User Sync utility runs after the upgrade is complete, users from the companies that you onboarded in previous versions are deleted. To avoid this issue, you must manually update the value in the UserCreationFilterQualification field in the SmartReportingServer_Info form and add a qualification for the previously onboarded company. When the User Sync utility runs after you update the qualification criterion, user records from the previously onboarded company that match the License Type and Status filter criteria are retained; only those users who do not match this filter criteria are deleted.
Perform the steps described in this topic to manually update the qualification before the User Sync utility runs.
To manually update the qualification criteria
- Log in as the AR System administrator to the AR System server from which you have onboarded.
- Open the SmartReportingServer_Info form.
- Search all records by using entering '%' as the search string in the Reporting Server Host Name field.
Add or update the qualification string in the UserCreationFilterQualification field, based on one of the following scenarios:
Scenario 1 You onboarded a company, say Calbro Services, in BMC Remedy Smart Reporting in version 9.0.00.
You then upgraded BMC Remedy Smart Reporting to version 9.1.00 or higher.
You must add a qualification string in the UserCreationFilterQualification field, before the User Sync utility runs.
Add the following qualification:
AND (('Company' = $\NULL$) OR ('Company' = "Calbro Services"))
Scenario 2 You onboarded a company in BMC Remedy Smart Reporting in a version prior to 9.1.00, say Calbro Services.
You then upgraded BMC Remedy Smart Reporting to version 9.1.00 or higher and onboarded a new company in version 9.1.00, say Invention.
You must update the qualification string in the UserCreationFilterQualification field for Calbro Services before the User Sync utility runs.
Qualification string after onboarding a new company in version 9.1.00:
AND (('Company' = $\NULL$) OR ('Company' = "Invention, Inc"))
Update the qualification string to add the previously onboarded company as follows:
AND (('Company'= $\NULL$) OR ('Company' = "Invention, Inc") OR ('Company' = "Calbro Services"))
Ensure that the qualification strings have the correct syntax; for example, the opening and closing brackets must match. If the syntax is incorrect, the User Sync utility job fails.
- Save the changes and close the form.