This documentation supports the 20.08 version of Service Request Management, which is available only to BMC Helix subscribers (SaaS).

To view an earlier version, select the version from the Product version menu.

Performing a standard configuration

The Standard Configuration tab on the Administration Console walks you through the steps required to set up a standard configuration. Even if you plan to customize your configuration, you start by first performing a standard configuration.


Best Practice

We recommend that you add information about your IT organization to your BMC Remedy ITSM Suite applications in a specific order. The order is especially crucial when you create relationships among different types of information.

Important

To configure companies, you need an administrative account. If your account is missing a required permission, you are prompted to grant yourself that permission.

To begin a standard configuration

  1. From the Applications menu on the IT Home Page, choose Administrator Console > Application Administrator Console.
  2. On the Standard Configuration tab, the Configuration for Company field appears with the company currently selected for configuration. Check marks appear next to each configuration step completed for that company. The next step to perform is described at the bottom of the tab.
    Standard Configuration tab

  3. Select a company to configure:
    • To configure a new company, click the link Click here to create and configure a new company.
    • To configure an existing company, select the appropriate company in the Configuration for Company field.
  4. To create company components, click Next Step.
    The dialog box for the next configuration task appears. Alternatively, click Create next to the appropriate step.

    Complete the steps in the order that they are listed on the tab. If you skip a step, you might be unable to complete a subsequent step.

  5. To view and modify items, click View next to the appropriate item type.
  6. If you make changes, click Save.


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