This documentation supports the 20.08 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.

Configuring settings to cross-launch reports

You can use the cross-launch functionality for navigating from one application to another, and navigating back to the source application. For Remedy Smart Reporting, cross-launch is done through Remedy Mid Tier and Remedy with Smart IT (Smart IT). With cross-launch functionality, when you click a ticket number hyperlink in a report in Remedy Smart Reporting, the ticket opens in other BMC applications.

  • If you navigate to Remedy Smart Reporting from Smart IT, the ticket opens in Smart IT.
  • If you navigate to Remedy Smart Reporting from Remedy Mid Tier, the ticket opens in Remedy Mid Tier.

By default, the Remedy AR System custom parameter is available when you onboard Remedy Smart Reporting. You must update the settings for Remedy Mid Tier and Smart IT.

Related topics

Configuring Remedy Mid Tier to access Remedy Smart Reporting

Configuring BMC Remedy Smart Reporting in Smart IT


To update Remedy Mid Tier and Smart IT cross-launch settings

Notes

  • By default, Remedy Smart Reporting provides the functionality to cross-launch to Remedy Mid Tier. You must update the custom parameter for Remedy Mid Tier.
  • To override the default cross-launch behavior and to cross-launch to Smart IT, you must update the custom parameter for Smart IT and perform the additional manual steps to update the hyperlink objects.
  1. Log in as a Remedy Smart Reporting super admin user.
  2. Navigate to Administration > Configuration > System > General Settings.
  3. If a load balancer is used, in Default org, replace the node name in the External Instance Base URL with the load balancer name.
    For example, change http://nodeName:port/AdminConsole/sharereport.jsp to https://loadBalancerName/AdminConsole/sharereport.jsp.

  4. Click Save.
  5. In Client org, navigate to Administration > Configuration > System > Custom Parameters.
  6. Update the following parameters:

    Cross-launch toCustom parameterValue
    Mid TierMIDTIERThe Mid Tier host name.
    For a standalone installation of Remedy Smart Reporting, enter: hostName:portNumber
    For a cluster installation of Remedy Smart Reporting, enter: Name of the Load Balancer
    PROTOCOLhttps or http, based on your configuration.

    BMC Helix Business Workflows (BWF)

    SMART_APPSThe BWF host name. For a standalone installation of Remedy Smart Reporting, enter: hostName:portNumber
    For a cluster installation of Remedy Smart Reporting, enter: Name of the Load Balancer
  7. Click Save.
  8. Log in to the separate Remedy Smart Reporting Administration Console at http://RemedySmartReportingServerHostName:port/AdminConsole/#.

  9. To update the SMART_APPS, MIDTIER, and PROTOCOL values in the database, click Enable report sharing via URL on the Home page.

    Note

    Running the Enable report sharing via URL utility is a one-time activity. However, you must run this utility whenever you update the SMART_APPS, MIDTIER, and PROTOCOL custom parameters.

To configure additional settings for Remedy Smart Reporting cross-launch when installed in a cluster

You must configure this setting to cross-launch from Remedy Smart Reporting to Remedy Mid Tier, and for the report Sharing option. When you click a record in a report, it should open the record in the Remedy Mid Tier.

  1. Log in to Remedy Smart Reporting as the reporting super administrator user.
  2. Select Administration > Configuration > (System) > General Settings.

  3. Update External Instance Base URL with the URL of the name of the load balancer.
    For example, change http://nodeName:port/AdminConsole/sharereport.jsp with https://loadBalancerName/AdminConsole/sharereport.jsp.

    For updating the External Instance Base URL, go to the default org because this configuration is available only under the default org.

  4. Click Save.

Manually updating the hyperlink objects to cross-launch Smart IT 

You can customize the default cross-launch behavior to launch Smart IT. To cross-launch to Smart IT, you must update the custom parameter, and perform additional manual steps to update the hyperlink objects. The method in the following procedure describes the steps by using BMC Incident Management as an example. By following a similar procedure, you can cross-launch to other applications such as BMC Change Management, BMC Knowledge Management, and Work Order Management.

Note

After executing the steps below, all the updated reports open in Smart IT and not in Remedy Mid Tier. Follow the steps if you are using only Smart IT and not using Remedy Mid Tier.

Remedy Smart Reporting is integrated with Smart IT 1.2 or later. If your Smart IT session is active and you cross-launch from Remedy Smart Reporting to Smart IT, you need not to provide Smart IT credentials. The ticket opens directly in Smart IT. However, if your Smart IT session is inactive, you must provide credentials, and the ticket opens after authentication.

To manually update the hyper link objects to cross-launch Smart IT

  1. Log in to Remedy Smart Reporting as an administrator user.
  2. Select Browse > Reports.
  3. From the list of available reports, double-click Incident Details report.

    Note

    For additional steps, see defect SW00559872 in Known and corrected issues.

  4. On the right pane, from the available columns, click  expand next to the newly added calculated field, and select Format > Edit.

  5. In the Column Formatting window, complete the following steps:

    1. In the Format field, select HTML Formatter.

    2. Disable the Remove HTML tags field.

    3. Click Save.

  6. Remove and add the Incident Number Hyperlink field for the tickets to open in Smart IT as described in the following steps: 
    1. Click Expand next to the Incident Number Hyperlink field.
    2. Remove the Incident Number Hyperlink field by dragging it to the Filters list. 
    3. Click the Incident Details folder and drag the Incident Number Hyperlink field to the report columns. 
    4. Click Close.
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