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Copy of Integrating Change Management installed on Remote ITSM


You can integrate BMC Cloud Lifecycle Management with BMC Change Management installed on a remote ITSM server (Remote ITSM). 

Warning

Note

Remote ITSM is sometimes called Corporate ITSM, Corporate Change, Corporate AR, or Remote AR. Within BMC Cloud Lifecycle Management, Remote ITSM describes installation of non-CLM AR System.

 Integrating Change Management with CLM specifically lets you send change requests that need approval to Remote ITSM. 

Before you begin

To install a new remote ITSM server for a fresh 4.0 integration with BMC Cloud Lifecycle Management, use the following steps:

  1. Copy the ARSystemAtriumCoreAtriumIntegrator, and the ITSM folders from the install planner Applications folder, and then unzip the installers into a local folder. 

    Success

    Tip

    To save time, copy only the installers needed for your environment, for example, only the Windows installers, not the Linux.  

  2. Manually install all the applications in the following sequence:

    Warning

    Note

    Because you are not using the cloud install planner (intended to shield you from much of the complexity of an ITSM installation), use the standalone application instructions to perform the installations. The cloud planning spreadsheet will still be useful to you when performing these installations. Your previous experience installing Cloud Portal and Database will also prove valuable.


    1. Install the AR System servers.
      You install three components – the main AR System server, the Email Engine, and the Flashboards server. 

      Warning

      Note

      For best results, do not install the Mid Tier on the same computer where you installed the BMC Remedy AR System server. This also avoids potential conflicts with the Tomcat server that you will be installing with the BMC Atrium Core products. You also do not need to install the AR System clients. Use the Mid Tier and the clients that you already installed with BMC Cloud Lifecycle Management. 

      For more information, see Installing BMC Remedy AR System on the 8.1 BMC Remedy IT Service Management Suite documentation portal. 

    2. To connect to the new AR System server, configure the Mid Tier you already installed with BMC Cloud Lifecycle Management (that is, the Mid Tier that is running on the BMC AR System – Cloud Portal and Database host). In the BMC Remedy Mid Tier - Configuration Tool, add the new server to the list of AR System servers.
      You might need to flush the Mid Tier cache and the browser cache before you can access the new server.  
    3. Log on to the new AR System server with the Mid Tier.
      The following screenshot illustrates how you now can access both AR System servers in the Mid Tier. 
      ITSMHome.jpg 
    4. License the AR System server and then apply the required application licenses by selecting AR System Administration > AR System Administration Console > System > General > Add or Remove Licenses.
      To install BMC Change Management, you must apply AR Server, AR User Fixed, AR Distributed Server, BMC:Change Mgmt Application, BMC:Change Mgmt Dashboard Application, BMC:Change Mgmt User Fixed, BMC:Financial Mgmt Application, and BMC:Financial Mgmt User Fixed licenses to the server. 

      Success

      Tip

      Add only one license key per application, but add enough user licenses for the various BMC Remedy ITSM applications that you are using. You must add the required licenses to the AR System server before you start installing any BMC application. Make sure that both servers have the same number of user licenses. You might see problems in unrelated areas of functionality (for example, Quick Start) if the AR Servers have a different number of AR User Fixed licenses.

      For more information, see Activating application licenses

    5. Install BMC Atrium CMDB, Atrium Core Web Services, and Web Services Registry.
      Do not install BMC Atrium Integration Engine (AIE). 
      For more information, see Installing BMC Atrium Core on the 8.1 BMC Remedy IT Service Management Suite documentation portal. 
    6. Install the Atrium Integrator server.
      For more information, see Installing Atrium Integrator server on the 8.1 BMC Remedy IT Service Management Suite documentation portal.  
    7. Use the BMC Remedy ITSM Suite installer to install the BMC Change Management application.
      You can install additional applications as needed, if you apply the appropriate ITSM licenses to the AR System server before you start installation.
      For more information, see Installing BMC Remedy IT Service Management on the 8.1 BMC Remedy IT Service Management Suite documentation portal.   
    8. Take a snapshot of your Remote ITSM and Cloud Portal and Database installations so that you can quickly recover if you make a mistake or if you encounter an error. 
    9. In the BMC Remedy Mid Tier - Configuration Tool, temporarily change the Preference Server, Data Visualization Module Server, Homepage Server, and Authentication Server to the remote ITSM host. Flush the Mid Tier cache and the browser cache before you log on.

      Warning

      Note

      If you do not temporarily change these Mid Tier, you might see connection errors later when you try to access the Change Console. Revert to the original Mid Tier settings when you finish.

  3. Before installing the extensions, verify the following information on Remote ITSM:
    1. Log on to Remote ITSM as Demo.
    2. Open the Application Administration Console, and review that the ITSM Foundation data for organizations, locations, people, and so on exists. 

      Warning

      Note

      To view ITSM Foundation data as the Demo user, you might need to re-apply Demo's permissions and log on a second time to Remote ITSM. 

    3. In the IT Home page, select Applications > Change Management > Change Management Console to verify that BMC Change Management application was correctly installed on Remote ITSM.
      You should be able to access the Change Console.
      ChangeConsole.jpg 
    4. Use BMC Remedy Developer Studio (installed on the BMC AR System – Cloud Portal and Database host) to verify that Pool2 exists on Remote ITSM (select All Objects > Distributed Pools and scroll through the list).
      DSOPool2.png 
  4. Revert the Preference Server, Data Visualization Module Server, Homepage Server, and Authentication Server on the Mid Tier back to the Cloud Portal and Database host.

To enable DSO on Cloud Portal and Database

Use the following steps to enable DSO on the Cloud Portal and Database host. You are also creating a DSO connection to the Remote ITSM server. For more information, see Enabling-DSO-on-an-AR-System-server in the BMC AR System documentation portal.

  1. Verify that the Cloud Portal and Database server has an AR Distributed Server license.
    By default, Cloud Portal and Database is licensed with a DSO license. 
    DSOLicense.jpg
  2. Open armonitor.conf or armonitor.cfg, uncomment the dsoj entry, and then save your changes.

    "C:\Program Files\Java\jre7\bin\java" -Xmx512m -classpath "C:\Program Files\BMC Software\ARSystem\dsoj;C:\Program Files\BMC Software\ARSystem\dsoj
    \ardsoj81_build001.jar;C:\Program Files\BMC Software\ARSystem\arserver\api\lib\arapi81_build001.jar;C:\Program Files\BMC Software\ARSystem
    \arserver\api\lib\arcmnapp81_build001.jar;C:\Program Files\BMC Software\ARSystem\arserver\api\lib\arutil81_build001.jar"

    com.bmc.arsys.dsoj.DSOServer  -i "C:\Program Files\BMC Software\ARSystem" -m

    In Windows, armonitor.cfg is located in C:\Program Files\BMC Software\ARSystem\Conf
    If the dsoj entry is already uncommented, you can ignore this step.

  3. Restart the AR System server.
  4. Log on to Cloud Portal and Database with the Mid Tier. 
  5. In the AR System Administrator Console, choose Server Information > Connection Settings > DSO Server.
  6. Enter the Remote ITSM server details in DSO Server Setting table and the DSO Server Setting Password table.
    DSOpassword.jpg
  7. Open the Distributed Logical Mapping form in New search mode, enter CHGGRP-DESTINATION-SERVER in the Logical Name field, and then click Search.
  8. Enter the Remote ITSM server in the Physical Name field.
    DSOMapping.jpg
  9. Click Save

To enable DSO on Remote ITSM

Use the following steps to enable DSO on Remote ITSM. You are also creating a DSO connection to the Cloud Portal and Database server. For more information, see Enabling-DSO-on-an-AR-System-server in the BMC AR System documentation portal.

  1. Add an AR Distributed Server license to the Remote ITSM server.
  2. Open armonitor.conf or armonitor.cfg, uncomment the dsoj entry, and then save your changes.

    "C:\Program Files\Java\jre7\bin\java" -Xmx512m -classpath "C:\Program Files\BMC Software\ARSystem\dsoj;C:\Program Files\BMC Software\ARSystem\dsoj
    \ardsoj81_build001.jar;C:\Program Files\BMC Software\ARSystem\arserver\api\lib\arapi81_build001.jar;C:\Program Files\BMC Software\ARSystem
    \arserver\api\lib\arcmnapp81_build001.jar;C:\Program Files\BMC Software\ARSystem\arserver\api\lib\arutil81_build001.jar"

    com.bmc.arsys.dsoj.DSOServer  -i "C:\Program Files\BMC Software\ARSystem" -m

    In Windows, armonitor.cfg is located in C:\Program Files\BMC Software\ARSystem\Conf
    If the dsoj entry is already uncommented, you can ignore this step.

  3. Restart the AR System server.
  4. Log on to Remote ITSM with the Mid Tier. 
  5. In the AR System Administrator Console, choose Server Information > Connection Settings > DSO Server.
  6. Enter the Cloud Portal and Database server details in DSO Server Setting table and the DSO Server Setting Password table.
    DSOServer.png 
  7. Open the Distributed Logical Mapping form in New search mode, enter CHGCLM-DESTINATION-SERVER in the Logical Name field, and then click Search.
  8. Enter the Cloud Portal and Database server in the Physical Name field.
    worddavdd80a3ab145d332387460918d9531ed6.png 
  9. Click Save

To install the clm integration on Cloud Portal and Database

In these steps, you are running the AtriumCoreMaintenanceTool to install the clm extension on Cloud Portal and Database.

  1. Browse to <clm_install_dir>\BMC Software\AtriumCore\atriumcore.
  2. Run AtriumCoreMaintenanceTool.
  3. Click the Configuration tab and then click the Run Extensions tab.
    RunExtensions2.png
  4. Browse to the path of the clm ExtensionLoader.xml file, and then select it.
    For example:
    C:\Program Files\BMC Software\BMCCloudLifeCycleManagement\Cloud_DB\extensions\corporate_integration\change\clm
  5. Click Next
  6. Enter the Cloud Portal and Database server details, and then click Next.
    RunExtensions.png 
  7. Click Run to execute the XML file.
    Run.png 
  8. Verify that the remote change integration passed, and then click Done to exit the maintenance tool.
    WizardCompleted.png 
  9. Open the SHARE:Application_Properties form and search for Remote Change Integration in the Property Value field to verify the following entry:
    RemoteChangeIntegrationPropValue1.png 

To install the corporate extension on Remote ITSM

In these steps, you are installing the corporate extension on Remote ITSM.

  1. Copy the BMC-CLM folder from the Applications folder to Remote ITSM.
    For example:
    C:\BMC-CLM\Windows
  2. Unzip Installer.zip and navigate to <Installer>\Disk1\files.
  3. Unzip Cloud_DB.zip and navigate to change\corporate extensions.
    For example:
    \<unzip_folder>\Cloud_DB\extensions\corporate_integration\change\corporate
  4. Run the extension installer:
    1. Browse to <change_install_dir>\BMC Software\AtriumCore\atriumcore.
    2. Run AtriumCoreMaintenanceTool.
    3. Click the Configuration tab and then click the Run Extensions tab.
      RunExtensionsRemoteITSM.png 
    4. Browse to the path of the clm ExtensionLoader.xml file that you just downloaded and unzipped, and then select it.
      For example:
      \<unzip_folder>\Windows\Installer\Disk1\files\Cloud_DB\extensions\corporate_integration\change\corporate
    5. Click Next
    6. Enter the remote ITSM server details, and then click Next.
      RunExtensionsRemoteITSM2.png 
    7. Click Run to execute the XML file.
      RunRemoteITSM.png 
    8. Verify that the remote change integration passed, and then click Done to exit the maintenance tool.
      SuccessRemoteITSM.png 
    9. Open the SHARE:Application_Properties form on Remote ITSM, and search for Remote Change Corporate Integration in the Property Value field to verify the following entry:
      RemoteChangeCorporateIntegration1.png 

Configuring Change Integration

Use the following steps to configure Change Integration on the Cloud Portal and Database and the Remote ITSM servers.

Before you begin

Create a user on the Remote ITSM server that has Infrastructure Change Submit, Infrastructure Change Viewer, and AR System Administrator permissions.

To configure Change Integration on Cloud Portal and Database

  1. On the Cloud Portal and Database server, open the CMF:RemoteARServerDetails form in New request mode.
    For example:
    http://<MidtierServer>:<MidtierPort>/arsys/forms/<EARServerName>/CMF:RemoteARServerDetails
    RemoteARServer2.png 
  2. Enter the following values to create a new entry, and then click Save.

    Field on CMF:RemoteARServerDetails form

    Values

    REMOTE_AR_SERVER

    Remote ITSM server name on which Change Management Application is installed and configured.

    REMOTE_AR_SERVER_PORT

    Remote ITSM server port, 0 if AR Port Mapper is used.

    REMOTE_AR_SERVER_USER

    User on Remote ITSM server that has Infrastructure Change Submit, Infrastructure Change Viewer, and AR System Administrator permissions.
    RemoteITSMUser.jpg

    REMOTE_AR_SERVER_PASSWORD

    Password for REMOTE_AR_SERVER_USER.

     

  3. After you submit the values, open the CMF:PluginConfiguration form in New search mode, and enter REMOTE_AR_SERVER in the Name field. 
  4. Review the Key/Value pairs to see the updates to the remote change management integration.RemoteIntegrationVerify2.png
  5. Open the SYS:Menu Items form in New search mode to verify all three change templates entries where the Menu Value 1 field value should match the respective change template Instance IDs.
    Enter Change Policy in the Menu Type field, and then click Search
    SYSMENU.png
    For example:

    Change type in Menu Label 1

    Menu Value 1 value

    Change Approval Required (maps to Cloud Change - Approval Required)

    ID842B2B080582PLPsTAOS1LAQ0dAA

    Audit-only Change (maps to Cloud Change - Audit Only)

    ID842B2B080582KrXsTAQrdSAQQ9MA

    Pre-Authorized Change (maps to Cloud Change - Pre-Approved)

    ID842B2B080582ZLXsTAk5xTAQaNMA

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*

BMC Cloud Lifecycle Management 4.0