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.

Onboarding

 Using the onboarding process, you can onboard users for the following applications:

  • Service Management applications
  • BMC Helix Virtual Agent
  • BMC Helix Business Workflows

Perform the onboarding process to create a data source for your BMC Helix ITSM: Smart Reporting reports, create a BMC Helix ITSM: Smart Reporting client organization for each company (in a multitenant environment), add users to their respective client organizations, create a shared organization, populate the data source, and give access to users.

Before you begin, we recommend reading Overview of the user onboarding process and How multicompany user onboarding works.

Related topics

Organizations in a multitenancy environment

Troubleshooting user onboarding and content import

Offboarding users and clearing the database in Smart Reporting

Enabling access to Smart Reporting

Process for onboarding users and importing report content for BMC Helix ITSM: Smart Reporting

TaskWhoActionReference
1

Action Request System administrator

(Optional) If secured login (https) is enabled on the Apache Tomcat server for BMC Helix ITSM: Smart Reporting, make the necessary configuration changes.

If you are not using secured login, you can run the user onboarding process directly.

Note: If you configured the URL for secured login in a previous version of BMC Helix ITSM: Smart Reporting and then upgraded BMC Helix ITSM: Smart Reporting, the configuration settings are lost during the upgrade. You must reconfigure the URL for secured login.

Configuring the onboarding and content import link for secured login
2

Action Request System administrator

Based on the deployment option you select, onboard users for a single company in your BMC Helix ITSM (BMC Helix ITSM) environment or for multiple companies in your BMC Helix ITSM multicompany environment. The user onboarding process onboards users from Action Request System to BMC Helix ITSM: Smart Reporting.

Note: Complete the user onboarding process for all companies before you run the content import process.

Onboarding users by using the Smart Reporting Admin console
3
  • Action Request System administrator
  • BMC Helix ITSM: Smart Reporting Admin user
  • Struct Admin with BMC Helix ITSM: Smart Reporting Admin permissions

After you have onboarded all users in BMC Helix ITSM: Smart Reporting, manually run the content import process. This process imports out-of-the-box reporting content from the AR System server to BMC Helix ITSM: Smart Reporting. This process imports fresh and upgraded content from your Remedy applications in the following deployment scenarios:

  • A single company in a BMC Helix ITSM environment
  • Multiple companies in a multicompany BMC Helix ITSM environment

A BMC Helix ITSM: Smart Reporting administrator can share common content, including the out-of-the-box content, with multiple tenants at the same time. For more information, see Synchronizing common content across multiple tenants.

Importing out-of-the-box content
4

BMC Helix ITSM: Smart Reporting administrator

Manually update the Mid Tier configuration to add the BMC Helix ITSM: Smart Reporting server details.

Note: If you do not manually add the server details, an error is displayed when you try to access the BMC Helix ITSM: Smart Reporting console from Mid Tier.

5

BMC Helix ITSM: Smart Reporting Administrator

For a single-company environment or for multicompany environments, verify the success of the onboarding and content import processes.Verifying successful user onboarding and content import
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