Updating the AR System group filter criteria

After you onboard a company, the Remedy Smart Reporting User Sync (User Sync) utility onboards users according to the filter criteria.  For more information about the utility, see Automatically synchronizing Remedy AR System users to Remedy Smart Reporting.

To onboard users from Remedy Action Request System (Remedy AR System) groups other than the groups defined during onboarding, you must update the filter criteria. You can update it from the Remedy Smart Reporting Admin Console, or you can update it manually. 

To update the Remedy AR System group filter from the Remedy Smart Reporting Admin Console

1. Log in to the Smart Reporting Administration Console as a Smart Reporting super administrator (siadmin).
   The path to the console is http://RemedySmartReportingServerHostName:port/AdminConsole/#.
2. Select Modify user creation filter criteria.
3. Select the customer name from the list displayed, and click Next.
4. Enter the Remedy AR System Administrator user name and password, and click Verify AR Details to validate the credentials.
   After verification, the existing filters are displayed.
5. Select Apply group based filter, and select the Remedy AR System groups whose users you want to sync with Remedy Smart Reporting.
6. Click Next and verify the groups you selected are displayed in the filters list.
7. Click Confirm and Update.

To manually update the Remedy AR System group filter criteria

1. Log in to Remedy Mid Tier as an AR System administrator, and open the Group form.
2. Enter the Remedy AR System group name in the Group Name field, and click Search.
3. Note the value in the Group ID field.
4. Open the SmartReportingServer_Info form.
5. In the Reporting Server Host Name field, enter % to search all records.

6. Update the value in the UserCreationFilterQualification field as  follows:

   1. Begin the filter criteria with an AND clause.

   2. Include Remedy AR System group IDs in the qualifier list.

   Following are sample formats and examples:

   Type of update	Format and example
   Single Company User Onboarding
   To add one Remedy AR System group as a filter criterion	Format: AND ('Group List' LIKE "%;<AR Group ID>;%") Example: AND ('Group List' LIKE "%;1000000021;%")
   To add multiple Remedy AR System groups as filter criteria	Format: AND ('Group List' LIKE "%;<AR Group 1 ID>;%" OR 'Group List' LIKE "%;<AR Group 2 ID>;%") Example: AND ('Group List' LIKE "%;1000000021;%" OR 'Group List' LIKE "%;1;%")
   Multicompany User Onboarding
   To add one Remedy AR System group as a filter criterion	Format: AND (('Company' = $\NULL$) OR('Company' = "<Company Name>" AND ('Group List' LIKE "%;<AR Group ID>;%"))) Example: AND (('Company' = $\NULL$) OR('Company' = "Calbro Services" AND ('Group List' LIKE "%;1;%")))
   To add multiple Remedy AR System groups as filter criteria	Format: AND (('Company' = $\NULL$) OR('Company' = "<Company Name>" AND ('Group List' LIKE "%;<AR Group 1 ID>;%" OR 'Group List' LIKE "%;<AR Group 2 ID>;%") )) Example: AND (('Company' = $\NULL$) OR('Company' = "Calbro Services" AND ('Group List' LIKE "%;1;%" OR 'Group List' LIKE "%;20004;%") ))

   Notes

   • Ensure that the qualification criteria have the correct syntax (for example, the opening and closing brackets must match). Otherwise, the User Sync job fails.
   • To replace already onboarded users of a Remedy AR System group with users from another group, change the Group ID. After the User Sync utility runs, the users from the previous group are removed, and users from the new group are onboarded.

7. Save the form and close it.

Where to go from here

Overview of the user onboarding process