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:

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:

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

Dashboards:

Reports:

QuickViews:

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

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

Related topics

Getting started with BMC Remedyforce modules

Navigating the Remedyforce Administration tab

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