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.


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


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


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 ServiceConfiguring Self Service
Configure email conversationEnabling staff members to send email messages from a record
Enabling incident creation in BMC Remedyforce by using email messages
Configure knowledge managementConfiguring 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

Managing Remedyforce CMDB user permissions

Configure dashboards and reports




Optional configurations

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

Related topics

Getting started with BMC Remedyforce modules

Navigating the Remedyforce Administration tab

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