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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Ready-made PDFs of this space
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 Helix Remedyforce | 4:30 | This video provides an overview of using BMC Helix Remedyforce Pentaho Packages. |
| Managing licenses and storage | 2:01 | This video provides an overview of managing Salesforce and BMC Helix Remedyforce Licenses. |
| Troubleshooting issues when populating demo data | 4:05 | This video provides the troubleshooting tips to resolve SOQL 101 Errors in BMC Helix Remedyforce. |
| Configuring email conversation | 4:53 | This video shows how to troubleshoot email services. |
| Importing smart practices content | 7:01 | This video shows steps for migrating templates using Pentaho. |
| Configuring Self Service on Salesforce1 Mobile App | 2:48 | This video provides an overview of BMC Helix Remedyforce Self Service Mobile. |
| Working with the CMDB Explorer | 2:20 | This video gives an overview of CMDB Explorer. |
| Using Smart Suggestions to create or edit incidents | 2:18 | This video gives an overview of Smart Suggestions. |
| Service Health | 2:40 | This video provides an overview of BMC Helix Remedyforce Service Health. |
| Creating agreements | 4:40 | This video shows how to troubleshoot an issue with SLA. |
| Exporting smart practices content | 4:14 | 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 | |
| Customizing CMDB list views in CMDB | 2:17 | This video shows how to modify the columns of the Remedyforce CMDB console. |
| Configuring BMC Helix Remedyforce Chat | 5:11 | This video shows how to enable chat. |
| Troubleshooting install and upgrade issues | 8:24 | This video shows how to troubleshoot issue in receiving emails from your sandbox. |
| How to customize surveys | 6:09 | This video shows how to customize a survey. |
| Creating an email template | 6:54 | This video shows how to create an email template. |
| Locking records | 2:22 | This video explains how to configure record locking in BMC Helix Remedyforce. |
| Creating reports | 3:27 | This video shows how to create an action history report in BMC Helix Remedyforce. |
| Managing custom layouts for console forms | 3:41 | This video shows how to create a custom form for a specific profile. |
| Configuring automated assignment of records to staff members | 4:51 | This video shows how to configure automated assignment of records to staff members. |
| Configuring out-of-the-box surveys | 5:23 | This video shows how to configure surveys. |
| Creating field updates | 4:38 | This video shows how to auto populate lookup fields. |
| Creating reports | 2:34 | 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 | This video explains how to add or remove fields from the Remedyforce Console form. |
| Customizing Tickets and Requests list view | 2:02 | This video explains how to add or remove columns from the Remedyforce Console tab. |
| Customizing Self Service forms | 2:30 | 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 | This video shows procedure to export / import data using Data Loader. |
| Creating agreements | 2:41 | 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 | This video provides an overview to BMC Helix Remedyforce Quickviews that enables you to view predefined Quickviews and Personalize My Dashboard. |
| Problem management | 2:04 | This video provides details about Problem Management in BMC Helix Remedyforce. |
| Configuring the BMC Helix Remedyforce Dashboard | 2:47 | This video provides details of Dashboards and Reports in BMC Helix Remedyforce. |
| Configuring Service Desk on Salesforce1 Mobile App | 1:31 | This video explains how staff members can use Remedyforce Mobile App. |
| Tracking CI updates by using the Chatter Feed | 1:51 | This video explains how to use Chatter for BMC Remedyforce CMDB. |
| Overview of the Remedyforce CMDB tab | 3:37 | This video provides an overview of CMDB in Remedyforce Console. |
| Overview of change management | 2:11 1:29 1:30 | |
| Configuring Self Service | 2:45 | This video provides an overview of Self Service in BMC Helix Remedyforce. |
| How discovery works | 2:53 | This video explains the overview of agentless discovery. |
| Supported discovery licenses and features | 5:09 | This video explains the Remedyforce discovery licenses. |
| Enabling and configuring agentless discovery | 11:03 |
This video provides details to enable and configure discovery in BMC Helix Remedyforce. |
| Exploring BMC Helix Remedyforce | 5:45 | This video outlines how to navigate the BMC Helix Remedyforce ITSM system and gives an idea how to access information. |
| Managing models | 10:23 | This video explains the models capability in BMC Helix Remedyforce. |
| Overview of the normalization process | 7:50 | This video explains the normalization process in BMC Helix Remedyforce. |
| Managing normalization rules | 6:01 | This video demonstrates how to manage normalization rules in BMC Helix Remedyforce. |
| Managing exceptions to normalization rules | 5:29 | This video demonstrates how to manage normalization exceptions in BMC Helix Remedyforce. |
| 3:42 | This video provides an overview of how to detect and resolve collisions in change requests. | |
| 2:44 | This video gives an overview of surveys and guidelines to prepare your own surveys in BMC Helix Remedyforce. | |
| Adding or removing fields on the Instance Editor in CMDB 2.0 | 2:21 | This video gives an overview of adding a custom attribute to a class in BMC Helix Remedyforce. |
| Configuring BMC Helix Remedyforce Chat | 3:12 | 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 | 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 | 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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