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Configuring BMC Remedy AR System for the VDI Orchestration ZipKit

Use BMC Remedy AR System and BMC Remedy Developer Studio to perform the following postinstallation configurations.

Before you begin

  • Ensure that BMC Remedy Developer Studio and BMC Remedy Action Request System version 8.0 or 8.1 are installed.
  • Ensure that you have downloaded and extracted the VDIOrchestration_PostInstall_20.13.03.zip file from CLM-Prebuilt-Content, and have copied the Service Request Definition (SRD) and custom files to your BMC Remedy AR System computer. 
  • Ensure that you have created a user profile (for example, Demo) in BMC Remedy AR System with the AR Administrator role. In the user profile, select Asset Viewer & Request Catalog Manager for the Permission Group.

Configuring AR System Orchestrator

  1. Log on to BMC Remedy AR System, using the Demo credentials.
  2. Navigate to the Applications menu and click AR System Administration > AR System Administration Console. This displays the following screen:
    OrchConfg1.png
  3. Click System > General > Orchestrator Configuration.
  4. Click New Request, as shown in the following screen:
    OrchConfg3.png

  1. Enter the following details:

     

    Field name

    Value

    Configuration Name

    VDI_Integration

    Grid Name

    GRID1

    Description

    VDI_Integration

    Service URL

    Service URL of the BMC Atrium Orchestrator in the http://serverName:port/cdp-3.2/orca format

    Username

    Application administrator user name for BMC Atrium Orchestrator

    Password

    Password for the application administrator user name for BMC Atrium Orchestrator

    After you have entered the required details, the window appears as shown in the following figure:

    OrchConfg2.png

  2. Click Save.
    This creates the orchestrator configuration for the VDI Orchestration ZipKit, as shown in the following figure:
    OrchConfg4.png

Configuring filters, escalations, and custom data

  1. Log on to BMC Remedy Developer Studio using the Demo user credentials and connect to BMC Remedy AR System.
    This displays the BMC Remedy Developer Studio home page with the AR System Navigator pane on the left, as shown in the following figure:
    DevStd.png 
  2. Configure the following items, using BMC Remedy Developer Studio:
Click here to configure filters.

    1. In the AR System Navigator, double-click Filters.

    2. Search and ensure the following addition in each of the filters:

      Filter name

      Value in Add field

      CitrixVDI:CallAOAddBrokerMachineToDesktop

      Add Broker Machine to Desktop Group

      CitrixVDI:CallAOAddUserToDesktopOrDesktopGroup

      Add User(s) to Desktop or Desktop Group

      CitrixVDI:CallAORemoveUser

      Remove User(s) from Desktops or Desktop Group

       

      1. To view the filter details, enter the filter name in the Filtering Options, as shown in the following figure:
        Fl1.png
      2. In the filter details, navigate to and click the Set Fields option.
        This displays the Overwrite from configuration form dialog box, as shown in the following figure:
        Fl2.png
      3. Select the Service URL check box.
      4. Click OK.
        This action adds the process entry for the required filter, as displayed in the following figure:
        Fl3.png

    3. After you have set the fields for all the filters, click Save All.
Click here to configure escalations.

    1. In the AR System Navigator, double-click Escalations.

    2. Search for and ensure the following addition in each of the filters:

      Escalation name

      Value in Add field

      CitrixVDI:GetJobStatusAddBrokerMachineToDesktop

      Add Broker Machine

      CitrixVDI:GetJobStatusAddUserPreapproved

      Add User(s) to Desktop or Desktop Group

      CitrixVDI:GetJobStatusRemoveUser

      Remove User(s) from Desktops or Desktop Group

       

      1. To view the escalation details, enter the escalation name in the Filtering Options, as shown in the following figure:
        Esc1.png
      2. In the escalation details, navigate to and click the Set Fields option.
        This displays the Overwrite from configuration form dialog box, as shown in the following figure:
        Esc2.png
      3. Select the Service URL check box.
      4. Click OK.
        This action adds the process entry for the required escalation, as shown in the following figure:
        Esc3.png

    3. After you have set the fields for all the escalations, click Save All.
Click here to import custom data (.def files).

    1. In BMC Remedy Developer Studio, click File > Import. 
      This displays the Import window as shown in the following figure:
      ImpCustDt1.png
    2. Double-click Object Definitions to select the BMC Remedy AR System server.
    3. Click Next.
      This displays the Import Objects window, as shown in the following figure:
      ImpCustDt2.png
    4. Click Brws.pngto browse and select the .def file to import the custom data.
    5. Click Next.
      This displays the imported objects (.def file) details, as shown in the following figure:
      ImpCustDt3.png
    6. Click Finish.
    7. Repeat the procedure to import the remaining .def files for the VDI Orchestration ZipKit.

Note

Import the .def files only in the sequence listed.

  1. CitrixVDI_ApprovalForms.def
  2. CitrixVDI_ApprovalAL.def
  3. CitrixVDI_Approval_ALG.def

Configuring SRDs for the VDI Orchestration ZipKit

To configure a Service Request Definition (SRD) for the VDI Orchestration ZipKit, import SRDs, make the SRDs available online, and configure the entitlement rule.

Note

By default, SRDs are imported for the fictional company Calbro Services. To import SRDs for another company, ensure that you have completed the prerequisites for importing an SRD for another company.

To import an SRD

  1. Log on to the BMC Service Request Management, using the Demo credentials.
  2. Navigate to the Applications menu and click Service Request Management > Import Export Console, as shown in the following figure:
    ImpExpCns.png
  3. Click Import.
  4. Repeat the procedure to import the following files:
    1. Request Virtual Desktops.arx
    2. Add User Pre-approved.arx
    3. Add Desktop to Group with Approval.arx
    4. Add User with approval.arx
    5. Remove User.arx

See Importing data from the Import Export Console for details.

Notes

  • Select the Import new definition only (skip duplicates) option while importing the SRDs. For more information, see Import data options.
  • While importing SRDs for another company (any other company other than Calbro Services), ensure that you have set the Keep Template Associations field to Yes.


To make an SRD available online

After you have imported the SRDs, you need to make them available online. 

  1. In the Service Catalog Manager Console, shown in the following figure, search the SRD.
    For types of searches that you can use, see Searching for SRDs.
    SRDonline.png
  2. Modify the following field details of the SRD:
    1. Set the Effective Dates and Times of the SRD: 
      • Enter the Start Date.
      • Enter the End Date.
    2. Set the Request Catalog Manager details of the SRD:
      • Select the Company name for which you are defining the service catalog.
      • Select the Name of the manager responsible for administering the SRD.
  3. Change the SRD Status from Draft to Request for Approval.
  4. Repeat the procedure for all the imported SRDs.

To configure the entitlement rule

Use the appropriate procedure:


    1. Log on to the BMC Service Request Management application with the Demo user credentials.
    2. Navigate to the BMC Service Request Management Entitlement Console.
      EntRls-Disbl.png
    3. In the preceding figure, select an existing entitlement rule to be disabled and select the Disabled option.
    4. Click Close.

Configuring the approval process

Configure the approval process according to your organizational requirements.

Log on to BMC Remedy AR System using the Demo credentials and update the infrastructure and service request changes in the following forms.

Click here for infrastructure related Approval Process Configuration changes.
  1.  Search for Approval Process Configuration from the object list and view it.
    ApprvPrcConfg1.png
  2. In Form Name, as shown in the preceding figure, select CHG:Infrastructure Change.
    ApprvPrcConfg2.png
  3. Change the form Status to Enabled, as shown in the following figure:
    ApprvPrcConfg3.png
  4. Click Save.
Click here for infrastructure related AP:Process Definition changes.
  1.  Search for AP:Process Definition from the object list and view it.
    This displays the following figure:
    ApprvPrcDef2.png
  2. In Form Name, as shown in the preceding figure, select CHG:Infrastructure Change.
    ApprvPrcDef3.png
  3. Click the Desktop as a Service Configuration tab, as shown in the following figure:
    ApprvPrcDef4.png
  4. Select the Additional Information Required check box.
  5. Click Save.
Click here for service request related Approval Process Configuration changes.
  1. Search for Approval Process Configuration from the object list and view it.
    This displays the following figure:
    ApprvPrcConfg1.png
  2. In Form Name, as shown in the preceding figure, select SRM:Request.
    ApprvPrcConfgSRM1.png
  3. In Process Name, as shown in the following figure, select Service Request - Level.
    ApprvPrcConfgSRM3.png
  4. Change the form Status to Enabled, as shown in the following figure:
    ApprvPrcConfg3.png
  5. Click Save.
  6. Repeat the procedure with the Process Name as Service Request - Management in step 3.
Click here for service request related AP:Process Definition changes.
  1. Search for AP:Process Definition from the object list and view it.
    This displays the following figure:
    ApprvPrcDefSRM1.png
  2. In Form Name, as shown in the following figure, select SRM:Request.
    ApprvPrcDefSRM2.png
  3. Click Search.
  4. In the displayed records, as shown in the following figure, select Service Request - Level from the Process field.
    ApprvPrcDefSRM3.png
  5. Click the Desktop as a Service Configuration tab, as shown in the following figure:
    ApprvPrcDefSRM4.png
  6. Select the Additional Information Required check box.
  7. Click Save.
  8. Repeat the procedure with the Process as Service Request - Management in step 4.

Creating OS entries

Create the OS entries in BMC Remedy AR System so that users can select entries while creating a desktop request in the VDI Orchestration ZipKit. The user can specify OS details only while creating an approval-based desktop request.

  1. Log on to BMC Remedy AR System with Demo user credentials.
  2. Navigate to the Applications menu and click Administrator Console > Application Administration Console.
  3. Click Custom Configuration, as shown in the following figure:
    OSConfg2.png
  4. Click Service Request Management > Request Entry Management.
  5. Select Desktop as a Service - Operating System Details.
  6. Click Open.
    This displays the Desktop as a Service Operating System Details screen, as shown in the following figure:
    OSConfg3.png
  7. Enter the operating system name and details.
  8. Click Save.

Validating the configuration

 Verify that the Citrix Catalog and Desktop Group relationship exists in the CitrixVDI:Catalog_Desktop_Group form.

  1. Log on to BMC Remedy AR System with the Demo user credentials.
  2. In the object list, type Citrix and select the CitrixVDI:Catalog_Desktop_Group form, as shown in the following figure:
    vldconfg_objlst.png
  3. Click Search.
    vldconfg_ctdskgrp_srch.png
  4. Click Srch_icn.png.
    This icon displays the data in the CitrixVDI:Catalog_Desktop_Group form, as shown in the following figure:
    vldconfg_ctdskgrp.png

 

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