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	Creating accounts
	Adding or editing users
	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.
	Configuring user settings
	Importing users from an LDAP server
	Importing client records by using the Data Loader
	Segregating users and configuration data
	Queues: Configuring queues Configuring Queue and User assignment Managing queues availability and assignment
	Managing licenses and storage
	BMC Remedyforce and Single Sign-On
Configure BMC Remedyforce	Configuring the default business hours and holidays of your organization
	Working with actions
	Creating categories
	Creating category type records
	Creating impacts
	Creating urgencies
	Creating priorities
	Creating standard descriptions
	Creating status records
	Configuring suggested owners
	Creating templates
	Managing services, agreements, and targets
	Managing service request definitions
	Managing smart practices content
Customize BMC Remedyforce	Configuring general application settings
	Configuring Global Search settings
	Configuring the Remedyforce Console
	Configuring lookup filters in BMC Remedyforce
	Chatter: Enabling or disabling Chatter Configuring Chatter settings Enabling the creation of incidents from Chatter posts
	Configuring record assignment settings
	Configuring service requests settings
	Configuring service target warning settings
	Assigning custom forms to a profile
	Configuring BMC Remedyforce mobile application on the Salesforce1 platform
Configure Self Service	Configuring Self Service
Configure email conversation	Enabling staff members to send email messages from a record
Configure email conversation	Enabling incident creation in BMC Remedyforce by using email messages
Configure knowledge management	Configuring knowledge articles
Configure workflows and approvals	Configuring workflows
	Creating time triggers
	Creating an approval process
Configure CI management and asset management	Configuring BMC Remedyforce CMDB 2.0
Configure CI management and asset management	Managing Remedyforce CMDB user permissions
Configure dashboards and reports	Dashboards: Configuring the BMC Remedyforce Dashboard Viewing the BMC Remedyforce dashboard Viewing the BMC Remedyforce Chat dashboard Viewing the CMDB Dashboard and CI-related reports Viewing the asset management dashboard and reports Viewing survey reports
	Reports: Accessing predefined reports Creating reports Creating a report on the time spent on each incident Creating a report about colliding change requests Tracking the total work time spent on incidents Generating the list of users to whom the Remedyforce package license is assigned Creating report types
	QuickViews: Configuring QuickViews Configuring QuickViews on the Remedyforce Dashboard tab

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	Customizing logo in BMC Remedyforce
	Configuring the default landing tab
	Configuring Out of Office status
	Configuring BMC Remedyforce modules
	Configuring surveys
	Configuring objects
	Configuring urgency assignment order
	Configuring fields on the Close form
	Defining buttons for custom actions
	Managing custom settings
	Configuring BMC Remedyforce in the Service Cloud Console
Localize BMC Remedyforce	Supported languages
Localize BMC Remedyforce	Localizing BMC Remedyforce
Configure integrations or import data	Integrating BMC Remedyforce with BMC ProactiveNet Performance Management
	Integrating BMC Remedyforce with BMC Server Automation
	Integrating BMC Remedyforce with BMC Real End User Experience Monitoring and Analytics
	Integrating BMC Remedyforce with BMC Client Management
	Integrating BMC Remedyforce with Dell KACE
	Importing data from BMC Atrium CMDB
	Importing data from Microsoft System Center Configuration Manager
	Importing data from BMC Atrium Discovery
	Importing data from BMC BladeLogic Client Automation
	Importing data into BMC Remedyforce using data import tools other than Pentaho packages
	Integrating BMC Remedyforce with CTI adapters
	Configuring external web APIs to automate processes in BMC Remedyforce
	Importing BMC Remedyforce configuration data from another Salesforce organization

Configuring after installation

Recommended configurations

Optional configurations

Related topics

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