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
	Managing 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 columns in a list view in the Remedyforce Console
	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
Localize 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 Client Management
	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

Configuring after installation

Recommended configurations

Optional configurations

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