Configuration example of replacing the Request Entry Console in BMC Service Request Management
How BMC Helix Digital Workplace looks with an example configuration applied
The following table indicates how to configure BMC Helix Digital Workplace to look like the example.
What | Where | How | Notes | Additional information |
|---|---|---|---|---|
Set application features used in BMC Service Request Management. | Configuration > Application Features | Set each of the following features to Enabled:
| When approvals are enabled, managers can approve requests in BMC Helix Digital Workplace. After you enable the Catalog, you must configure it. | |
Set the Catalog as the landing page. | Configuration > Application Features | Select Catalog as the landing page. | ||
Disable features not used in BMC Service Request Management. | Configuration > Application Features | Clear the check boxes for the following features so that they are not enabled:
| You can enable any of these features, if you are ready to start using them. These features provide capabilities that are not available in the Request Console. | |
Enable an additional feature to support self-service. | Configuration > Application Features | Select Contact IT button. | This feature provides an option for self-service users to contact IT. Configure the Contact IT button with the contact information. so that self-service users can contact IT. The Contact IT button shows contact information for key departments or personnel in your IT resource pool. After you enable the button, you must configure it with the contact information. | |
Enable and configure search for knowledge articles. | Configuration > Application Features (Providers table) | Select the RKM pluggable provider to enable it. | ||
Verify BMC Service Request Management settings. | Configuration > Application Features ( Providers table) | Verify that the SRM pluggable provider is enabled and that the settings are correct. | The SRM pluggable provider enables the connection to BMC Service Request Management. It includes several settings that control behavior within BMC Helix Digital Workplace. For example, whether a service request of the type AIF opens in a new window or in an iframe. | |
(Optional) Configure BMC Helix Digital Workplace to display SRD and category icons from BMC Service Request Management. | Configuration > Application Features ( Providers table) | For the SRM pluggable provider, change the value of useExternalIcon to true. | This configuration is needed only if you have defined SRDs. | |
Synchronize user information from BMC Helix ITSM. | Configuration > Application Features ( Providers table) | Select the User Details pluggable provider to enable it. | ||
Set the default SRD for a service health action. | Service Requests > Default Service Request | Select the appropriate SRD for the Default Service Request. | ||
(Optional) Create a catalog section for each category in BMC Service Request Management | Service Requests > Catalog > Catalog Sections | For each category that you include from BMC Service Request Management, add a new section to the Catalog. When you add the section, select Link Predefined Groups to the Section (SRM Only), select the appropriate service category, and then select Link Selected Category. | This configuration is needed only if you have defined SRDs in BMC Service Request Management. You can use this option to match BMC Helix Digital Workplace catalog sections with BMC Service Request Management categories. | |
(Optional) Create a catalog section for knowledge articles. | Service Requests > Catalog > Catalog Sections | Create the section for knowledge articles, and then select Items to Add to Section. Select knowledge, search for knowledge articles, and select them. | ||
(Optional) Add individual SRDs, Quick Links, and knowledge articles to catalog sections. | Service Requests > Catalog > Catalog Sections | Select the Catalog section to which you will add items, and then select Choose Items to Add to Section. Select the appropriate category, and add the individual items. | You can use this option to choose new ways of grouping items in the catalog. | |
(Optional) Display catalog sections in BMC Helix Digital Workplace. | Service Requests > Catalog > Settings | Select sections from the catalog to display on the Catalog landing and set the sequence in which they are displayed. | You can choose predefined catalog sections and selections that you create. In this example, the predefined section Most Common IT Requests [SRM] corresponds to the Popular Requests in the Request Entry Console of BMC Service Request Management. All catalog sections are available from the Browse categories menu, even if they are not displayed on the Catalog page. |