Note

 

This documentation supports the 20.15.01 version of BMC Remedyforce.

To view the latest version, select the version from the Product version menu.

Configuring after installation

This section provides information about tasks the system administrator must perform before using the BMC Remedyforce product.

Recommended configurations

The following table provides information about the activities that a system administrator must perform to configure BMC Remedyforce after installation.

Activities

Related topics

Configure users

Adding or editing users

Creating accounts

Creating clients and staff members

Assigning permission sets

Note: BMC recommends that you assign out-of-the-box permission sets to the users you set up in your organization.

Assigning licenses to staff members and clients

Configuring queues

Configuring user settings

Single Sign-On with Force.com

Configure your Salesforce organization

Configuring the default business hours and holidays of your organization

Enabling feed tracking for Salesforce Chatter

Configuring Salesforce Mobile for your organization

Configure BMC Remedyforce

Working with actions

Creating categories

Creating impacts

Creating urgencies

Creating priorities

Creating standard descriptions

Creating status records

Configuring suggested owners

Creating templates

Creating services

Creating agreements

Creating and configuring an SRD

Customize BMC Remedyforce

Configuring Chatter settings

Enabling the creation of incidents from Chatter posts

Assigning custom forms to a profile

Configuring general application settings

Configuring Global Search settings

Configuring record assignment settings

Configuring service requests settings

Configuring service target warning settings

Segregating users and configuration data

Configuring the Remedyforce Console

Configuring BMC Remedyforce in the Service Cloud Console

Customizing forms in Salesforce page layout

Configuring Self Service

Incident management

Configure Workflows and approvals

Configuring workflows

Creating time triggers

Creating an approval process

Configure CMDB

Creating a configuration item

Creating relationships between configuration items

Customizing fields shown in the CMDB Manager list view

Configure dashboard and reports

Configuring the BMC Remedyforce Dashboard

Configuring the default dashboard

Accessing predefined reports

Optional configurations

The following table provides information about optional configuration activities that help you customize BMC Remedyforce as per your business requirements.

Activities

Related topic

More settings

Configuring lookup filters in BMC Remedyforce

Formula and Foreign Key fields

Creating the BMC Remedyforce folder for viewing CMDB reports

Enabling field history tracking

Configuring the Preferred Contact Method list for clients

Configuring Queue and User assignment

Saving client's email message with which an incident is created

Configuring fields to search for matching incidents

Recording incident source

Configuring fields shown in the list views and lookup fields

Displaying the Configuration Item~ column in the Linked CIs section

Configuring Out of Office status

Assigning version 3.0 page layouts to objects

Defining buttons for custom actions

Customizing logo in BMC Remedyforce

Configuring Microsoft Internet Explorer for Salesforce page layout

Localize BMC Remedyforce

Using localized version of BMC Remedyforce

Localizing BMC Remedyforce

Configure integrations or import data

Importing data from Microsoft System Center Configuration Manager

Importing data from BMC Atrium Discovery

Importing data from BMC BladeLogic Client Automation

Importing users from an LDAP server

Importing data from Dell KACE

Enabling staff members to work with the Dell KACE console

Importing data from BMC Atrium CMDB

Importing data to custom attributes

Scheduling jobs to import data

Importing data from BMC FootPrints Asset Core

Integrating BMC Remedyforce with BMC Client Management

Integrating BMC Remedyforce with BMC ProactiveNet Performance Management

Integrating BMC Remedyforce with BMC Server Automation

Integrating BMC Remedyforce with BMC End User Experience Management

Integrating BMC Remedyforce with CTI adapters

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