Phased rollout

 

This version of the software is currently available only to early adopter SaaS customers as the first step in our phased rollout. Click here to view an earlier version.

Creating an archive view to look at data in archived forms

To see data from archived forms, you must create an archive view based on the existing view. This topic describes how to look for an archived form, and then create a new view for this archived form. You can also create a join in the new view you create.

The following video (6:37) describes how you can create a join in a new view in BMC Helix ITSM: Smart Reporting(Smart Reporting).


 https://youtu.be/N_bFRqoM-js

The example in this topic creates an archive view for the Incident Management view.

Note

Make sure you have set the Archive Process Policy for the required forms. For more information about archiving process policies, see Managing the Archiving process policies .

To create a view from archived forms

  1. Log in to Mid Tier as a reporting administrator.
  2. From the Applications menu, select Smart Reporting > Smart Reporting console.
  3. On the Smart Reporting console, select Administration > Admin Console.
  4. Click Views, and open the view for which you want to create an archive view.

    Incident Management View


  5. From Developer Studio(Developer Studio), locate the archived form name for each of the forms within the view.
    1. Open Developer Studio.
    2. Select All Objects > Forms.
    3. Under Filtering Options, enter the name of the form.
    4. On the Definitions tab, expand Archive.
      All archive form names are displayed in the Archive Form field.
  6. From the IT Home Page, select Applications > Smart Reporting console > Smart Reporting console.
  7. In the Smart Reporting console, select Administration > Admin Console.
  8. Click Export from the Administration menu, and export the view.
    .yfx file is created.
  9. Unzip the .yfx file.
    The unzipped folder has the exported XML file.
  10. Edit the exported XML file:
    1. Replace all occurrences of the form names with their corresponding archive form names.
      For example, replace TMS:Task with TMS:Task_Archive.
    2. Replace the View Name with the new archive view name.
      For example, replace Incident Management View with Incident Management Archive View.
  11. Save the XML file.
  12. Create a new view by importing the XML file into Smart Reporting.
  13. To make sure that the archive view is set up correctly, create a test report using the archive view, and check the report data against the AR System data.

Incident Management Archive View


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