Note

 

This documentation supports the 20.17.02 version of Remedyforce.

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

PDFs and videos

This topic describes and links to PDFs, videos, and other documents that support this product release. If the ready-made PDFs of this space do not satisfy your requirements, you can export a custom PDF.  

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You can create a custom PDF for a specific topic, a topic and its children, or a group of topics with a specific label. For information about how you can export a custom PDF from this space, see Exporting to PDF and other formats.

Ready-made PDFs of this space

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Videos

The following table lists topics that contain videos that supplement the text-based documentation.

Topic Duration Description
Pentaho packages for importing data and users into BMC Remedyforce 4:30

https://youtu.be/8UVsViDYpuk

This video provides an overview of using BMC Remedyforce Pentaho Packages.

Managing licenses and storage 2:01

https://youtu.be/bWIcwz1f1lI

This video provides an overview of managing Salesforce and BMC Remedyforce Licenses.

Troubleshooting issues when populating demo data 4:05

https://youtu.be/nqdMT5yUnec

This video provides the troubleshooting tips to resolve SOQL 101 Errors in BMC Remedyforce.

Configuring email conversation 4:53

https://youtu.be/ON15UTCJLsM

This video shows how to troubleshoot email services.

Importing smart practices content 7:01

https://youtu.be/Ty7BHrn4lM0

This video shows steps for migrating templates using Pentaho.

Configuring Self Service on Salesforce1 Mobile App 2:48

https://youtu.be/BviPX-yFx1I

This video provides an overview of BMC Remedyforce Self Service Mobile.

Working with the CMDB Explorer 2:20

https://youtu.be/qqhPlUH-WfM

This video gives an overview of CMDB Explorer.

Using Smart Suggestions to create or edit incidents 2:18

https://youtu.be/zIxAv22gbZY

This video gives an overview of Smart Suggestions.

Service Health 2:40

https://youtu.be/rk6OjJs1eeo

This video provides an overview of BMC Remedyforce Service Health.

Creating agreements 4:40

https://youtu.be/sThrL7f3e9U

This video shows how to troubleshoot an issue with SLA.

Exporting smart practices content 4:14

https://youtu.be/4vMwR3TXchU

This video shows how to tag records to export for data migration.

Adding or removing fields on the Instance Editor in CMDB 2.0 2:56

https://youtu.be/CMLmE5bg7Z8

This video shows how to modify the CMDB CI forms in BMC Remedyforce.

Customizing CMDB list views in CMDB 2:17

https://youtu.be/Ph6PMDP2Sb0

This video shows how to modify the columns of the Remedyforce CMDB console.

Configuring BMC Remedyforce Chat 5:11

https://youtu.be/SHaeTf9_g-4

This video shows how to enable chat.

Troubleshooting install and upgrade issues 8:24

  https://youtu.be/fbzvIj8qvG0

This video shows how to troubleshoot issue in receiving emails from your sandbox.

How to customize surveys 6:09

https://youtu.be/hYo-QSHYa_Q

This video shows how to customize a survey.

Creating an email template 6:54

https://youtu.be/wTgdVPG_hdg

This video shows how to create an email template.

Locking records 2:22

https://youtu.be/FNv8MX8vTf4

This video explains how to configure record locking in BMC Remedyforce.

Creating reports 3:27

https://youtu.be/zWg9n6e_F-s

This video shows how to create an action history report in BMC Remedyforce.

Managing custom layouts for console forms 3:41

https://youtu.be/CbfmCJv53I4

This video shows how to create a custom form for a specific profile.

Configuring automated assignment of records to staff members 4:51

https://youtu.be/P5uOiofe_4E

This video shows how to configure automated assignment of records to staff members.

Configuring out-of-the-box surveys 5:23

https://youtu.be/gcIZNrFjiSU

This video shows how to configure surveys.

Creating field updates 4:38

https://youtu.be/go_GbkCjoFI

This video shows how to auto populate lookup fields.

Creating reports 2:34

https://youtu.be/OZOQFxKcWho

This video shows how to create a report that tracks the Last Queue of an incident.

Customizing forms for the Remedyforce Console tab 2:13

https://youtu.be/mRG9LItpATw

This video explains how to add or remove fields from the Remedyforce Console form.

Customizing Tickets and Requests list view 2:02

https://youtu.be/-BIudntg96A

This video explains how to add or remove columns from the Remedyforce Console tab.

Customizing Self Service forms 2:30

https://youtu.be/RmiKeE343MM

This video shows how to add a Field Set to the Self Service Incident form.

Importing client records by using the Data Loader 6:27

https://youtu.be/aKBETE6kfIw

This video shows procedure to export / import data using Data Loader.

Creating agreements 2:41

https://youtu.be/DROd9iAa16o

This video provides an overview of Service Level Management which enables you to track Service Targets and Service Target Notifications.

Configuring QuickViews on the Remedyforce Dashboard tab 2:33

https://youtu.be/ILt6Di1JpLQ

This video provides an overview to BMC Remedyforce Quickviews that enables you to view predefined Quickviews and Personalize My Dashboard.

Problem management 2:04

https://youtu.be/STlTu53hnwc

This video provides details about Problem Management in BMC Remedyforce.

Configuring the BMC Remedyforce Dashboard 2:47

https://youtu.be/IBUr2WPf4QI

This video provides details of Dashboards and Reports in BMC Remedyforce.

Performing minimum post-upgrade procedures for 20.17.02 4:48

https://youtu.be/NWVdHqfVE_0

This video explains about minimum requirements that must be configured for BMC Remedyforce Winter 17 upgrade.

Configuring Service Desk on Salesforce1 Mobile App 1:31

https://youtu.be/bVPnsguWYxE

This video explains how staff members can use Remedyforce Mobile App.

Tracking CI updates by using the Chatter Feed 1:51

https://youtu.be/nDtdE7RCZuk

This video explains how to use Chatter for BMC Remedyforce CMDB.

Overview of the Remedyforce CMDB tab 3:37

https://youtu.be/Nv55Zqks-fE

This video provides an overview of CMDB in Remedyforce Console.

Overview of change management

2:11

1:29

1:30

https://youtu.be/7LwRu9IlswA

https://youtu.be/nPJraaW3lMI

 https://youtu.be/vGB6Eg7leB4

These videos provide overview of Change Management in BMC Remedyforce.

Configuring Self Service 2:45

https://youtu.be/AQgJF6MsQUE

This video provides an overview of Self Service in BMC Remedyforce.

How discovery works 2:53

 https://youtu.be/WGHLGDNdOcI

This video explains the overview of agentless discovery.

Supported discovery licenses and features 5:09

 https://youtu.be/4-VS4e73JSw

This video explains the Remedyforce discovery licenses.

Enabling and configuring agentless discovery 11:03

 

 https://youtu.be/DOq6_r4pjuU

This video provides details to enable and configure discovery in BMC Remedyforce.

Exploring BMC Remedyforce 5:45

 https://youtu.be/GqP3BmApoyg

This video outlines how to navigate the BMC Remedyforce ITSM system and gives an idea how to access information.

Managing models 10:23

https://youtu.be/BldMm7y13tI

This video explains the models capability in BMC Remedyforce.

Overview of the normalization process 7:50

https://youtu.be/QP5D3zQYuvo

This video explains the normalization process in BMC Remedyforce.

Managing normalization rules 6:01

 https://youtu.be/5olTIVmoUsE

This video demonstrates how to manage normalization rules in BMC Remedyforce.

Managing exceptions to normalization rules

5:29

 https://youtu.be/Ive3uOoO1wQ

This video demonstrates how to manage normalization exceptions in BMC Remedyforce.

Detecting and resolving collisions in change requests

3:42

https://youtu.be/7MS8rxLWVnA

This video provides an overview of how to detect and resolve collisions in change requests.

Configuring surveys

2:44

 https://youtu.be/x5SKdvy6O78

This video gives an overview of surveys and guidelines to prepare your own surveys in BMC Remedyforce.

Adding or removing fields on the Instance Editor in CMDB 2.0 2:21

https://youtu.be/q8QxPDn5MY4

This video gives an overview of adding a custom attribute to a class in BMC Remedyforce.

Configuring BMC Remedyforce Chat 3:12

https://youtu.be/p-BEk-B614o

This video walks you through Remedyforce Chat capability, its key features, and benefits.

Adding fields to the change request, release, or task tooltips displayed in a change schedule 3:23

https://youtu.be/LFn3B5VvDis

This video demonstrates how to configure fields that are shown in the tool tip of a change schedule for a task change request or a release record.

Configuring custom article types 5:25

 https://youtu.be/NpXuXT2nERk

This video shows you how to create a custom knowledge article type.

Other videos

The following topic contains other videos that supplement the text-based documentation.

Topic Duration Description
Remedyforce Video Series None This page has several videos related to administrative tasks, configurations, change management, and reporting.

 


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