This documentation supports the 1.4 version of Remedy with Smart IT.

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

Installing

Documentation tip

The BMC Remedy for Smart IT online documentation contains only the high-level process information for installation and upgrade. The detailed procedures are available in the BMC My IT online documentation.

BMC MyIT and BMC Remedy with Smart IT (Smart IT) use the same server and share the same installer. This topic describes the general installation process.

Best Practice

BMC recommends installing BMC MyIT and Smart IT on a dedicated server. To avoid issues and to improve performance, do not install on servers that host other applications, such as BMC Remedy Mid Tier.
BMC Remedy Smart IT and My IT installation comprises of the following stages:

Stage 1: Plan the Smart IT and BMC MyIT deployment

Stage 2: Prepare for the Smart IT and BMC MyIT installation

Stage 3: Perform the pre-installation procedures for Smart IT and BMC MyIT

Stage 4: Install Smart IT and BMC MyIT

Stage 5: Perform the post-installation procedure for Smart IT and BMC MyIT

Stage 6: Configure Smart IT (Links in this table will direct you to the Smart IT online documentation.)

Stage 7: Configure MyIT

Stage 8:Deploying Smart IT and BMC MyIT to users

Also see the Related topics.

Stage 1: Plan the Smart IT and BMC MyIT deployment

StepActionAddtional information
1Review system requirements

Review the:

  • Compatibility matrix
  • Hardware requirements
  • Required ports
2Review the known and corrected issues

Review the following release notes:

  • Release notes and notices
  • Smart IT 1.4 release notes and notices
3 Download the installation files

When viewing the latest version of a product on the Electronic Product Download (EPD) site, you see only the components (including licensed add-ons) that are covered under the licenses associated with your Support ID or EPD profile.

This topic explains how to obtain the files that you need for installation from the BMC Electronic Product Distribution (EPD) site.

4 Review MyIT license entitlements

Note: The license for Smart IT is included in the license for BMC Remedy ITSM Suite, BMC Remedy Service Desk, or BMC Remedy OnDemand. You do not need a separate license.

5Review the  Smart IT and BMC My IT performance and tuning guidelines.

BMC has conducted analysis of various performance test results and provided performance benchmarking methodology and environment details. The recommendations from these tests are validated by the test results provided.

Stage 2: Prepare for the Smart IT and BMC MyIT installation 

StepActionAddtional information
1 Complete the Smart IT and MyIT installation worksheet Before you start installing the products, you must gather information about the parameters that the installer requires for each product. The planning spreadsheet provided in this section helps you gather these parameter values. To avoid installation errors, refer to this spreadsheet when you run the installation.
2 Update the BMC MyIT planning worksheets BMC MyIT requires various information and images that the BMC MyIT administrator will upload and BMC MyIT clients will use. This topic list the kinds of information that you can collect prior to your implementation to allow for a smooth start.
3 Pre-create databases

If you have database access restrictions and cannot allow the BMC MyIT and BMC Remedy with Smart IT (Smart IT) installer to create a database, you can create a pre-existing database.

4 Deploy MongoDB as a replica set Install MongoDB to use as the social database for Smart IT. The MongoDB instance bundled with the Smart IT installer is useful for testing purposes. For high availability environments, install MongoDB in a replica set cluster.

Stage 3: Perform the pre-installation procedures for Smart IT and BMC MyIT

StepActionAddtional information
1 Back up customizations If your BMC Remedy ITSM environment includes customized data on the SYS:Notification Messages form, you must back up these customizations. Examples of customized data include changing the email notification content or disabling any of the email notifications. Smart IT overwrites some of the BMC Remedy ITSM data on the SYS:Notification Messages form, and your customizations will be lost.
2 Install package to launch UI installer (on Linux) On Linux environment, to invoke the UI installer for installing  BMC Remedy with Smart IT (Smart IT) and BMC  MyIT, you need to download a package containing Xorg libraries.
3 Install the Smart IT and BMC MyIT User Experience patch

Before you install BMC Remedy with Smart IT (Smart IT) or BMC MyIT, you must install the Smart IT MyIT User Experience patch. This patch enables  BMC Remedy IT Service Management (BMC Remedy ITSM) to work with Smart IT and BMC MyIT. For Smart IT, this patch enables viewing incidents, requests, approvals, and so on in the timeline and activity feed. Without this patch, timelines, email notifications, and social features will not work in either Smart IT or BMC MyIT. The installation applies required BMC Remedy ITSM patches.

5 Deploying Openfire chat

Note: Openfire chat is used only by Smart IT.

If your organization uses the Chat feature extensively, you can run Chat (Openfire) on a remote server to improve performance.

6Install 64-bit Java Runtime Environment (JRE) 8

Install on all the servers where you want to install Smart IT and MyIT.

Note: Smart IT/MyIT supports Oracle JRE version 1.8.x or higher only and not OpenJDK.

7

Review the login ID requirements for service requests in Smart IT

If your environment uses BMC Service Request Management, ensure that the People records for non-support staff include a login ID. Service requests cannot be submitted for a customer who has a People record with no login ID.

Service requests cannot be submitted, because the Smart Recorder uses the login ID to show available service request templates for that person.

Stage 4: Install Smart IT and BMC MyIT

StepAction 
1

Install Smart IT and BMC MyIT as a non-root user

In Linux environments, you can install  the Smart IT and BMC MyIT server as a root or non-root user. Installing as a non-root user allows a user to maintain the Smart IT and BMC MyIT software without the assistance of a system administrator.

Install the Smart IT and BMC MyIT on a single server

Do not use Xming to install the Smart IT and BMC MyIT server, because it might not perform reliably during installation. Instead, use VNC, MobaXterm, or any other client.

Install Smart IT and BMC MyIT in server group

  1. Install Smart IT and BMC MyIT on the primary server. Specify the with In a New Cluster option during installation.
  2. Install Smart IT and BMC MyIT on the secondary server. Specify the with In an Existing Cluster option during installation.

Note

If you have installed Openfire in server group, specify the Use external installation of Openfire option during installation.

Install the Smart IT and BMC MyIT using silent mode Silent installation reads the parameters provided in the options.txt file and installs Smart IT and MyIT without launching a wizard.
2 Verify the Smart IT and BMC MyIT server installation Perform these checks to verify your installation.

Stage 5: Perform the post-installation procedure for Smart IT and BMC MyIT 

StepActionAddtional information
1 Enabling a maps license

After installing or upgrading to BMC Remedy with Smart IT and BMC MyIT, location maps will not appear. In order to display location maps, follow the procedure to obtain and enable a supported maps license.

2 Configuring SSL for the Tomcat server To provide communication security among applications, configure SSL for the Apache Tomcat server. If you enabled SSL as part of the installation, SSL is already configured.
3 Modifying Smart IT or Smart IT Social server ports You might need to change the ports if you did not specify an open port during installation or upgrade, or if these ports are in use. These ports are used to connect the web and mobile Smart IT clients to the Smart IT server.
4 Integrating Smart IT with LDAP for broadcasting

This topic describes how to configure the integration of LDAP for broadcasting with both BMC Remedy with Smart IT (Smart IT) and BMC MyIT.

You can integrate BMC Remedy with Smart IT (Smart IT) and BMC MyIT with LDAP so that you can distribute broadcasts to your LDAP distribution groups. If configured, these groups are also used when setting up services on the BMC MyIT Administration console.

5
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This topic describes how to configure the integration of BMC Remedy Single Sign-On with Smart IT and BMC MyIT.

BMC Remedy Single Sign-On authentication applies to both the universal client and to mobile applications. When a user logs on to a mobile device, the user is prompted to enter the hostname and port. If the server has SSO enabled, the mobile client opens a browser to the SSO login page. The SSO server sets the SSO cookies after authentication on to the device browser. When the user relaunches the application, if the cookies are not expired, the mobile client displays the application. If the cookies are expired, the user is shown the login page again for authentication.

Stage 6: Configure Smart IT 

Note

Links in this table will direct you to the Smart IT online documentation.

StepActionAddtional information
1 Integrating BMC Remedy ITSM with the Social Server for Smart IT The information shown on timelines and feeds is uploaded from BMC Remedy IT Service Management (BMC Remedy ITSM) and processed by the Social Server. To import the existing BMC Remedy ITSM data into the Social Server, use the BMC Remedy with Smart IT onboarding utility.
2 Disabling collision management and impact analysis in Smart IT If your organization does not use collision management or impact analysis functionality for Change Management, you can choose to disable these features.
3 Smart IT Permissions To give users access to Smart IT, assign them the required user permissions.
4 Adding custom fields to your views using Smart IT

You might have custom fields defined for BMC Remedy IT Service Management, that you would like to display in the Smart IT user interface. You might also want to display out-of-the-box BMC Remedy ITSM fields that are not shown by default in Smart IT.

When you add custom fields, they appear in the area that you specify in Screen Configuration. For example, you can add a custom field to the Assignment area of the Incident View. The custom field then appears in incident ticket details, with the assignment information. If you add custom fields to the Person Profile, those fields also appear in the customer information displayed in the Smart Recorder.

5 Enabling full text search Full text search (FTS) is an optional feature that you can install with the BMC Remedy AR System server. To use FTS with Smart IT, you must install BMC Remedy Knowledge Management, even if you do not plan to create knowledge articles. To use the complete FTS capability, you must configure and enable the feature.
6 Enabling SSL for Openfire chat server Complete the procedure to enable a secure sockets layer (SSL) for the Openfire chat server that runs with Smart IT.
7 Integrating Smart IT with phone systems If your help desk phone system integrates with other web tools, you can configure it to start Smart Recorder directly from the phone system UI.
8 Configuring notifications for Smart IT Configure your notifications. You can choose to use BMC Remedy ITSM notifications, for example if you have customized notifications. You can enable localized Smart IT notifications for mobile clients.
9 Configuring automatic following in Smart IT Configure whether users automatically receive updates for new knowledge articles, incidents, work orders, tasks, service requests, change requests, and broadcasts that they create. By default, users only receive updates for new knowledge articles that they create.
10 Configuring security options for Smart IT Configure security options. Limit the types of files that users can attach to Smart IT records. If you have Openfire chat installed, edit the openfire/conf/cross-domain-policy.xml file to only allow access to data from a specific domain (or domains).
11 Disabling application modules in Smart IT If your organization does not use BMC Service Request Management, BMC Work Order Management, BMC Change Management, or BMC Problem Management in Smart IT, you can choose to disable these application modules.
12 Configuring Smart Recorder to search by last name or first name By default, Smart Recorder locates customer profiles by assuming a "first name, last name" order when you enter the person's name. You can configure Smart IT so that the Smart Recorder searches by the customer's last name as well as the first name.
13 Configuring the reconciliation method for assets in Smart IT When you install Smart IT 1.4, a new Sandbox Job Calls setting is added to the AST:AppSettings form. This setting controls how reconciliation calls (requests) are processed for assets.

Stage 7: Configure MyIT 

StepActionAddtional information
1

Setting up administrator authentication

The BMC MyIT server supports both user and administrator logons. Both types of logons are authenticated by using BMC Remedy Action Request AR System (BMC Remedy AR System). To assign BMC MyIT administration permissions to BMC Remedy AR System users, you add the users to the MyIT Admin group in BMC Remedy AR System. The system creates this group automatically during installation.
2 Assigning administrator permissions Administrators can grant or restrict access to the areas of the BMC MyIT Administration Console for other administrator.
3

Setting the default service request definitions for BMC MyIT

If you use BMC Service Request Management to process requests and incidents submitted by BMC MyIT users, you must create a series of service request definitions (SRDs) specifically for use with BMC MyIT. You configure SRDs in the BMC Service Request Management Console.
4

Localizing titles and messages

  • Contact options that appear when a user taps Account Problems on the Login screen or IT Contact Information from the Assistance screen.
  • The name of the screen that lists a user’s appointments and the instructions that tell users what to enter when creating an appointment.
  • The names of asset actions that appear when a user clicks an icon on a floor map. Using a similar procedure, you can edit asset actions.
5

Changing terminology used in the application

BMC MyIT enables you to customize the names of items that appear on your users' desktop browsers and mobile devices. For example, you can update the name of the service desk to My Company Service Desk.
6

Changing client functionality options

Within BMC MyIT, you can enable and disable features that you might not want to use immediately in your deployment. For example, if you are not set up to support location services, you can disable that functionality. You can also configure the settings for features such as App Store cross launch and Content Locker cross launch.
7

Making configuration changes to integrated applications

You can change the settings that BMC MyIT uses to connect to the following applications:

  • BMC Service Request Management
  • BMC Remedy IT Service Management (BMC Remedy ITSM, the enterprise application)
  • BMC Remedy Action Request System (BMC Remedy AR System, dedicated to the BMC MyIT application)
8 Configuring multitenancy The multitenancy feature of BMC Remedy IT Service Management (BMC Remedy ITSM) provides the ability to segregate data by operating company and customer company.
9 Configuring email notifications To allow BMC MyIT users to accept email notifications for services, you must configure your company's mail server information and verify that users have valid email accounts with the specified server. Users can then select email notifications for specific services.
10 Configuring the BMC AppZone integration You can configure the integration with BMC AppZone so that users can use it to request software and hardware.
11 Integrating with BMC TrueSight Operations Management If you enable the integration of BMC TrueSight Operations Management , services monitored by BMC TrueSight Operations Management are listed in BMC MyIT and the availability status is updated by BMC TrueSight Operations Management.
12 Setting up VM requests through BMC Cloud Lifecycle Management Using the BMC MyIT with BMC Cloud Lifecycle Management integration, BMC MyIT users can view and request available VM offerings as part of the Unified Catalog. Create sections and then add BMC Cloud Lifecycle Management offerings to the section.
13 Setting up service requests through BMC Service Request Management To create a service catalog, BMC MyIT pulls in services, apps, VMs, and other resources available to employees from different sources, including BMC Service Request Management. 
14 Integrating BMC MyIT with BMC HR Case Management

Self-serve users use BMC MyIT to open HR cases and to search HR knowledge articles. BMC HR Case Management can be installed on either the same server with BMC Remedy IT Service Management (BMC Remedy ITSM) or on a separate server.

Note: The BMC HR Case Management server requires BMC Remedy Action Request System 9.1.

15 Configuring BMC MyIT Service Broker as a provider BMC MyIT Service Broker enables you to collaborate with others within your organization or external third parties, to on board, manage, deliver, and analyze the use of IT and business services from multiple sources.

Stage 8: Deploy Smart IT and BMC MyIT to users 

StepActionAddtional information
1 Deploying Smart IT to your users IT users access Smart IT and BMC MyIT through Apple iOS and Google Android mobile clients, as well as through the universal client. The universal client provides access through a web browser.

You can use one of the following methods to deploy the BMC Smart IT and BMC MyIT applications to your users:

  • Make the mobile Smart IT and BMC MyIT applications available through a URL.
  • Place the applications in your enterprise App Store.
  • Push the applications through your mobile device management platform, using either BMC Mobile Device Management or your preferred tool.
  • Announce the URL to the universal client.
2 Deploying BMC MyIT to your users

Related topics

  • Uninstalling Smart IT and MyIT
  • Upgrading Smart IT and BMC MyIT

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