Updating the qualification criteria for upgrade scenarios

If you are upgrading from a previous version of BMC Helix ITSM: Smart Reporting and you are onboarding users from multiple companies, users that you onboarded in previous versions are deleted when the User Sync utility runs. To avoid this issue, you must update the qualification criterion in the SmartReportingServer_Info form after the upgrade is complete but before the BMC Helix ITSM: Smart Reporting User Sync (User Sync) utility runs. Then, when the User Sync utility runs, user records from the previously onboarded company that match the License Type and Status filter criteria are retained. Only those users who do not match the filter criteria are deleted. For more information about the User Sync utility, see Automatically-synchronizing-AR-System-users-to-Smart-Reporting.

Perform the steps below to update the qualification before the User Sync utility runs.

To update the qualification criteria

1. Log in as the AR System administrator to the AR System server from which you have onboarded.
2. Open the SmartReportingServer_Info form.
3. Search all records by using entering % as the search string in the Reporting Server Host Name field.

4. Add or update the qualification string in the UserCreationFilterQualification field, based on one of the following scenarios:

   Note

   Ensure that the qualification strings have the correct syntax (for example, the opening and closing brackets must match). If the syntax is incorrect, the User Sync utility job fails.

5. Save the changes and close the form.