Assigning subcatalog roles to user accounts
To create a subcatalog
- In the Catalog console, select Catalog > Sub-catalogs.
- Click Create sub-catalog.
- In the Name field, enter a subcatalog name, and then click Confirm.
In the Sub-catalog Options section, add one or more of the following items to the subcatalog:
- Services and bundles
- Service actions
- Workflows
- Click Close.
In addition to services, bundles, and service actions, subcatalogs share virtual marketplaces and banners that were defined by one of the following methods:
- Created by a catalog administrator and assigned to this subcatalog
- Added by users who are assigned as internal suppliers or internal supplier administrators of this subcatalog.
Limitations in mapping subcatalogs to business lines
If you created and mapped subcatalogs to different lines of business within BMC Helix Business Workflows, consider the following limitations:
- Do not delete subcatalogs associated with lines of business. This action is irreversible. If you delete a subcatalog, the case catalog administrators assigned to it will lose access to the BMC Helix Digital Workplace Catalog because they don't have access to the default subcatalog.
- You can't export or import subcatalogs. You must create a new subcatalog in the target environment and copy all the required services.
- When a case business analyst reassigns a subcatalog from one line of business to another, an embedded supplier must update the case template for all services associated with that subcatalog. The embedded supplier must choose the appropriate case template for the new line of business. If this step is not taken, any service requests submitted will generate cases linked to the old line of business.
- When the embedded supplier moves a service from a subcatalog associated with a line of business to the default subcatalog, the supplier must update the service and select the appropriate case template for the default subcatalog. If this step is not completed, an error will occur when a request for that service is submitted in BMC Helix Digital Workplace. The same issue arises if a service is moved from the default subcatalog to a subcatalog associated with a line of business.
- If a service belongs to a subcatalog that is not mapped to a line of business, the request for that service will show a Fault status when submitted in BMC Helix Digital Workplace.
Learn more about mapping subcatalogs to lines of business in Working with BMC Helix Digital Workplace Catalog.
To assign the Internal Supplier Administrator or Internal Supplier role to user accounts
Assign the subcatalog roles to user accounts either while creating a subcatalog or by editing a subcatalog. You can assign a user as an internal service supplier or an internal service supplier administrator to only one subcatalog.
- In the Catalog console, select Catalog > Subcatalogs.
- Select a subcatalog, and then select Actions >Open.
- Perform one or more of the following steps to assign users who will manage the subcatalog:
- To assign internal service supplier administrators for the subcatalog, click Add next to the Administrators, select one or more users, and then click Add.
- To assign internal service suppliers for the subcatalog, click Add next to the Internal Suppliers, select one or more users, and then click Add.
4. Click Close.
To assign the Embedded Supplier role to user accounts
The Embedded supplier is a BMC Helix Business Workflows-specific role because it help to populate the BMC Helix Business Workflows subcatalog. Only a case catalog administrator can access BMC Helix Digital Workplace Catalog to create services.
Assign the Case Catalog Administrator IS Persona from Mid Tier. To learn how to assign an IS Persona, see Assigning IS Personas to People data.
For more information, see Assigning permission and functional role to manage the Catalog.
To hide service requests in a subcatalog from catalog agents
You hide service requests in a subcatalog from catalog agents. For example, you might restrict services from the HR line of business from all catalog agents to retain confidentiality and privacy.
- Log in to BMC Helix Innovation Studio.
- On the Workspace tab, click Digital Workplace Catalog.
- On the Records tab, select the checkbox next to the SubCatalog record definition and click Edit data.
- Select the record instance that corresponds to the subcatalog for which you want to hide service requests.
For example, HR Department.
Each subcatalog is represented by a unique record in the SubCatalog record definition. This record is not associated with a user.
- To hide the service requests from all agents, select the HideServiceRequestsFromAgents, as shown in the following image:
- Click Save.