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This documentation supports the 19.11 version of Remedy Smart Reporting, which is available only to BMC Helix subscribers (SaaS).
To view an earlier version, select the version from the Product version menu of the documentation at IT Service Management Suite .

Overview of the user onboarding process

This topic provides the information about the user onboarding process in Remedy Smart Reporting. You can add users from Remedy AR System to Remedy Smart Reporting using the Customer Onboarding option on the Remedy Smart Reporting Admin Console. You can onboard users for a single company or for multiple companies in your Remedy IT Service Management multicompany environment. During multicompany user onboarding, you can onboard users for one company at a time or for multiple companies in bulk.

The user onboarding process performs the following functions:

  • Creates a single data source for one Remedy Smart Reporting instance.
  • (For multicompany onboarding) In addition to a default client organization, creates a Remedy Smart Reporting Client Organization for each company that is onboarded. For more information, see Organizations in a multitenancy environment.
  • Onboards Remedy AR System users to Remedy Smart Reporting for all the companies in your environment and adds these users to their respective client organizations.
  • Creates a shared organization (managedServiceProviderName_sharedOrg) after the first client is onboarded in a multicompany onboarding, populates the data source, and gives access to the users in Reporting Shared Org group to the shared organization. For more information, Shared organizations.

Note

The following users are not onboarded in Remedy Smart Reporting:

  • Users with login names starting with special characters or containing the ! and # characters in their names
  • Users with a duplicate email address in AR System

(For Oracle only) If you have two users in AR System with the same name, one with lowercase and one with uppercase (for example, allen and Allen), only the user that you have created first in AR System is onboarded in Remedy Smart Reporting.

Videos about user onboarding and importing content

Click each tab in the following click-through graphic to view graphics and videos about user onboarding and content import.

Tip

To view a video in full-screen mode, watch it on www.youtube.com by clicking the YouTube icon from the player controls, located at the bottom of the video player.

The following table provides details about the videos:

Video NameDescriptionYouTube URL
End-to-end steps for user onboarding and content importThis video (6:38) describes the end-to-end steps to perform user onboarding and content import. It also talks about additional steps you need to perform under specific scenarios.

 https://youtu.be/N_bFRqoM-js

User onboardingThis video (4:51) describes how user onboarding works in different Remedy IT Service Management deployment environments. The video describes the following user onboarding features: user onboarding steps (which are separate from content import), user creation filter criteria, and bulk onboarding in a multicompany environment.

https://youtu.be/rvPFC0Bcysk

Content importThis video (2:50) describes how the separate content import process imports fresh and upgraded content for all installed Remedy applications.

https://youtu.be/grBvw9RdFuw

Onboarding users in an environment that is not running with Remedy IT Service Management

If you have not installed the Remedy IT Service Management suite, the onboarding process onboards the first seven users that are a part of the Smart Reporting Custom App Users group that is created out of the box in Remedy AR System. The users in this group must have Fixed or Floating license types assigned to them. For the Smart Reporting Custom App Users group, only the users are onboarded into Remedy Smart Reporting, not the data. You must manually import the data for these users. For more information, see Creating a view of database tables and fields.

Note:

  • If the user that you are onboarding is a Reporting Administrator, make sure that the user is a part of the first seven users in the Smart Reporting Custom App Users group to make sure the user is onboarded.
  • To onboard more than seven users that are a part of the Smart Reporting Custom App Users group, contact BMC Customer Support.
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