Configuring integration with BMC Remedy Smart Reporting

Import the company users into BMC Remedy Smart Reporting

1. On the system where you have installed BMC Remedy Smart Reporting, open an onboarding URL with the following format in your web browser: http://smartReportingServer: port/onboarding/ 

   If another port was not specified during BMC Remedy Action Request System server installation, the default  is 8181.  The first tab, Single-Company User On-boarding, opens by default. 

   

2. On the Customer On-boarding page, enter the following details:

   Field name	Description
   Customer Name	Name of the company for which you are onboarding data. The value that you enter in this field must correspond to the value of the company name in the user details section on the People tab of the BMC HR Case Management web console.
   BMC Remedy AR System server details
   BMC Remedy AR Server Name	Host name of the BMC Remedy AR System server you are onboarding.
   BMC Remedy AR Server Port	Port number defined for the BMC Remedy AR System server. Enter "0" if the Port Mapper is set up on your BMC Remedy AR System server.
   BMC Remedy AR Server Administrator Username and BMC Remedy AR Server Administrator Password	User name and password of the BMC Remedy AR System server administrator, which can be any user defined as an administrator in the BMC Remedy AR System server. Enter the password and press TAB to view the AR Groups list.
   User Creation Filter Criteria
   AR Groups	Drop-down list that represents the criteria to filter, and onboard only specific user groups. The onboarding utility displays the list of AR Groups only after it authenticates and connects to the BMC Remedy AR System server. You must enter the correct AR System server details. Select only the Case_User group from the list of available groups. Do not select any other user!
   Smart Reporting Details
   BMC Remedy Smart Reporting Administrator Username and  BMC Remedy Smart Reporting Administrator Password	User name and password of the BMC Remedy Smart Reporting super administrator.
   Assign an existing BMC Remedy AR Server user as the Reporting Administrator	Login name of the BMC HR Case Management user who is assigned to be the Reporting Administrator. Give this user the role of Standard Administrator (belonging to the Case_Admin group) or Standard Master (belonging to the Case_Master group).

3. Cick Next. 
4. In the Customer On-boarding window that appears, click Start.
   The onboarding process starts, and it completes with a success message.

Import HR Case Management reports

After you specify the information on the On-boarding tab, you can specify reports on the Import Content tab. Alternatively, you can import reports later by entering the on-boarding URL.

1. Navigate to Import Content tab.
   

2. On the Import Content page, enter the following BMC Remedy AR System server details:

   Field name	Description
   BMC Remedy AR Server Name	Host name of the BMC Remedy AR System server you are onboarding; for example, ars-srv.
   BMC Remedy AR Server Port	Port number defined for the BMC Remedy AR System server. Enter "0" if the Port Mapper is set up on your BMC Remedy AR System server.
   BMC Remedy AR Server Administrator  Username and BMC Remedy AR Server Administrator Password	User name and password of the BMC Remedy AR System server administrator, which can be any user defined as an administrator in the BMC Remedy AR System server.

3. Click Next.

4. (Optional) Click Check Progress to view the content import status of each application.

   While the process is still running, you can view the content import status for a particular application of a specific client organization in the SmartReporting_ClientOrg_Content_Info form. The following field values suggest that the content import process has been completed for the application and the client organization:

   • The Content Type field has the value UpgradeContent.
   • The Content Version field has the latest application version.
5. When the content import is complete, check the results; for any failures, refer to the smartreporting.log file, available at <install_directory>/SmartReporting/appsserver/logs/smartreporting.log. You can fix the issues and restart the import content procedure for the failed application.

Configure the BMC Remedy Mid Tier

1. Open the BMC Remedy Mid Tier Configuration Tool by entering enter a URL with the following format in your browser:
   http://<BMC Remedy AR System Server Name>:<Port>/arsys/shared/config/config.jsp.
   
2. Click Report Settings.

3. Enter the BMC Remedy Smart Reporting Information:

   Field name	Description
   Reporting URL	BMC Remedy Smart Reporting server host name and port number set during BMC Remedy System server setup. This entry must end with a front slash (/).
   Admin User	BMC Remedy Smart Reporting super administrator as defined during the installation process; the default is siadmin.
   Admin Password	Password for the BMC Remedy Smart Reporting super administrator; the default is siadmin.
   Customer name	Name of the customer, provided in the onboarding wizard.

4. Save your changes.

Verify successful integration with BMC Remedy Smart Reporting

1. Login in to the HR Case Management web console. 
2. Navigate to Actions >  Reporting Console.
   If the following error appears, review the possible problems.
   
   If you do not see this error, you are redirected to the BMC Remedy Smart Reporting console.
3. In the BMC Remedy Smart Reporting console, navigate to Administration >  Admin Console > Data Sources.
   The Data Sources section should display the AR System connection. If it is unavailable, the onboarding was unsuccessful.
4. To identify the possible errors, r eview the installation logs at the following location:
   <install_directory>/SmartReporting/appsserver/logs/smartreporting.log.

Enable cross-launch functionality

The cross-launch functionality opens case details from some reports. When you click Launch Case from a report in the BMC Remedy Smart Reporting web console, a new tab opens the selected case in the HR Case Management web console. The cross-launch allows you to analyze the results of a report without requiring you to open HR Case and search for a particular case to understand the nature of the information in the report.

1. Log in to BMC HR Case Management as a user who is assigned the role of Reporting Administrator (one of the users of HR Case Management).
2. Select Actions > Reporting Console.
3. On the BMC Remedy Smart Reporting console, navigate to Administration > Configuration.
4. Select System > Custom Parameters.
5. In the Custom Parameters section, enter values for the following keys:
   
   • MIDTIER—Value in the format <host of Mid Tier server>:<port of Mid Tier server>.
   • AR—Value in the format <alias AR sever>.
6. Click Save.

Modify the date format property

1. In the BMC Remedy Smart Reporting console, navigate to Administration > Admin Console > Data Sources.
   AR System connection appears.
2. Click AR System connection to display its details.
3. Scroll to view the Connection section, and choose to modify the Custom Parameters value.

4. Add DateFormat=yyyy-MM-dd after the last parameter, separated by semicolon. 

   

5. Click Save.

Where to go from here

Forcing user synchronization between BMC HR Case Management and BMC Remedy Smart Reporting