Installation overview

The installation workflow depends on your deployment use case. This section explains how to install BMC HR Case Management in a BMC platform solution as described in the following topics:

Before you begin

Before starting the products installation, prepare for installation. This procedure is common for all deployment use cases:

  1. Review the deployment use cases to understand what system components you need to install
  2. Review system requirements to determine the type of environment you must have.
  3. Define the sizing of your deployment.
  4. Download the installation files.
  5. Prepare the installation worksheets.

Installing BMC HR Case Management as part of a simple deployment

There are two simple deployment sub-types:

  • All-in-one simple deployment: all system prerequisites are installed on a single server. If you do not need to install system components separately, it is recommended to use this deployment sub-type. 

    You will not be able to install a server group within this deployment type.

  • Simple deployment on separate servers: all system prerequisites are installed on separate servers.

All-in-one simple deployment

Installation stage

Perform the following

Where to find information

Prerequisites

  1. Obtain the AR Server License Key.
  1. On the server where you are going to run the Rapid Installer: 
    1. Install Oracle Java Runtime Environment (JRE) 8
    2. Install the database (that will be used by your BMC Remedy AR System server). For the list of supported databases and operating systems, see Supported platforms.

Contact the BMC customer support

Installing the system components

  1. Run the BMC HR Case Management Preconfigured Stack 4.6.00 Installer to install the following components on one server:
    • BMC Remedy AR System server 9.1
    • BMC Remedy Mid Tier
    • BMC Remedy Smart Reporting 9.1
    • BMC HR Case Management 4.6.

  2. Install BMC MyIT 3.0.01 on a separate server.

    Note
    • Select Only install BMC MyIT without integration with BMC Remedy.
    • Select Enable BMC MyIT HRCM integration to enable integration with BMC HR Case Management.
    • For AR System server Information, enter  the connection details of the BMC Remedy AR System server on which you installed BMC HR Case Management.

Postinstallation steps

  1. Configure BMC Remedy Smart Reporting to be used by HR Case users.
  2. Force automatic synchronization of users from BMC HR Case Management to BMC Remedy Smart Reporting.
  3. Add MyIT_Admin permissions to the user groups Case_Master and/or Case_Admin.
  4. Make necessary changes in the BMC AR System Server configuration to change the default request management behavior in the BMC MyIT console.
  5. (Recommended) Restart the BMC Remedy AR System server.
  6. (Recommended) Upon the first login to the BMC HR Case Management console, change the default password and the default email (notset@invalid.com) of the Case Master user.
  7. (Recommended) Change the AR System server default password upon first login.
  8. Verify that the installation was successful.

Simple deployment on separate servers

Installation stage

Perform the following

Where to find information

Prerequisites

  1. Install and configure BMC Remedy AR System server:
    1. Install BMC Remedy AR System server 9.1 on a separate server.
    2. Install and configure BMC Remedy Mid Tier on a separate server.
    3. Install BMC Remedy Smart Reporting 9.1 on a separate server.
  2. Add the appropriate licenses to the BMC Remedy AR System server. Ensure to add the BMC:HR Case Mgmt Application license.

See the BMC Remedy AR System documentation:

Installing the system components

  1. Install BMC HR Case Management 4.6 on the server where BMC Remedy AR System is installed.
  1. Install BMC MyIT 3.0.01 on a separate server.
Note
  • Select Only install BMC MyIT without integration with BMC Remedy.
  • Select Enable BMC MyIT HRCM integration to enable integration with BMC HR Case Management.
  • For AR System server Information, enter  the connection details of the BMC Remedy AR System server on which you installed BMC HR Case Management.

Postinstallation steps

  1. Configure BMC Remedy Smart Reporting to be used by HR Case users.
  2. Force automatic synchronization of users from BMC HR Case Management to BMC Remedy Smart Reporting.
  3. Add MyIT_Admin permissions to the user groups Case_Master and/or Case_Admin.
  4. Make necessary changes in the BMC AR System Server configuration to change the default request management behavior in the BMC MyIT console.
  5. (Recommended) Restart the BMC Remedy AR System server.
  6. (Recommended) Upon the first login to the BMC HR Case Management console, change the default password and the default email (notset@invalid.com) of the Case Master user.
  7. Verify that the installation was successful.

Installing BMC HR Case Management as part of a deployment with BMC Remedy ITSM on a single server

Installation stage

Perform the following

Where to find information

Prerequisites

  1. Install and configure BMC Remedy AR System server:
    1. Install BMC Remedy AR System server 9.1 on a separate server
    2. Install and configure BMC Remedy Mid Tier on a separate server
    3. Install BMC Remedy Smart Reporting 9.1 on a separate server.
  2. Add the appropriate licenses to the BMC Remedy AR System server. Ensure that you add the BMC:HR Case Mgmt Application license.

See the BMC Remedy AR System documentation:

Installing the system components

  1. On the server with BMC Remedy AR System, install the system components:
    1. BMC Remedy ITSM 9.1
    2. BMC HR Case Management 4.6.
  2. Install BMC MyIT 3.0.01 on a separate server.
Note

For successful integration with BMC HR Case Management, during installation on BMC MyIT, ensure that you enter the following information:

  • Select Enable BMC MyIT HRCM integration to enable integration with BMC HR Case Management
  • For AR System server Information, enter the connection details of the BMC Remedy AR System server on which you installed BMC HR Case Management.

Postinstallation steps

  1. Configure Smart Reporting to be used by HR Case users.
  2. Add MyIT_Admin permissions to the user groups Case_Master and/or Case_Admin.
  3. (Recommended) Upon the first login to the BMC HR Case Management console, change the default password and the default email (notset@invalid.com) of the Case Master user.
  4. Make necessary changes in the BMC AR System Server configuration to change the default request management behavior in BMC MyIT console.
  5. (Recommended) Restart the BMC Remedy AR System server.
  6. Verify that the installation was successful.

Installing BMC HR Case Management as part of a deployment with BMC Remedy ITSM on separate servers

Installation stage

Perform the following

Where to find information

Prerequisites

  1. Install and configure BMC Remedy AR System server (of version earlier or equal to 9.1):
    1. Install BMC Remedy AR System server 9.1 on server 1.
    2. Install and configure BMC Remedy Mid Tier on a separate server.
    3. Install BMC Remedy Smart Reporting on a separate server.
  2. Add the appropriate licenses to the BMC Remedy AR System server.
  3. Install and configure BMC Remedy ITSM on server 1.
  4. Configure Smart Reporting on server 1 to be used by BMC Remedy ITSM users.
  5. Install and configure BMC Remedy AR System server 9.1:
    1. Install and configure BMC Remedy AR System server 9.1 on server 2.
    2. Install and configure BMC Remedy Mid Tier on a separate server.
    3. Install BMC Remedy Smart Reporting 9.1 on a separate server.
  6. Add the appropriate licenses to the BMC Remedy AR System server. Ensure that you add the BMC:HR Case Mgmt Application license.
Note

If server 1 is part of a platform that is being upgraded, It is not mandatory to upgrade your BMC platform components to 9.1.

If you are performing a fresh installation on server 1, install BMC Remedy AR System server and BMC Remedy ITSM version 9.1.

Described in the BMC Remedy AR System documentation:

Installing the system components

  1. Install BMC HR Case Management 4.6 on server 2.
  2. Install BMC MyIT 3.0.01 on a separate server. During installation, ensure that you specify the correct connection details of your both BMC Remedy AR System servers (server 1 and server 2).

Important

If you already have BMC MyIT installed, upgrade it to 3.0.01.

Note

For successful integration with BMC HR Case Management, during installation on BMC MyIT, make sure to:

  • Select Enable BMC MyIT HRCM integration to enable integration with BMC HR Case Management
  • For AR System server Information, enter the connection details of your both BMC Remedy AR System servers: server 1 and server 2.

Post-installation steps

  1. Configure Smart Reporting on server 2 to be used by BMC HR Case users.

  2. When you add users to your BMC Remedy AR System servers, you must follow the same procedure, such as integrating with LDAP or manually adding the same users to both servers.

    Important

    Users with the same IDs, logins, and passwords must be available in BMC Remedy ITSM and BMC HR Case Management.  Only users shared between the two BMC Remedy AR System servers will have permission to view solutions and articles in BMC MyIT.

  3. Add MyIT_Admin permissions to the user group Case_Master or Case_Admin (or both).
  4. (Recommended) Upon the first login to the BMC HR Case Management console, change the default password and the default email (notset@invalid.com) of the Case Master user.
  5. Make the necessary changes in the BMC AR System Server configuration to change the default request management behavior in BMC MyIT console.
  6. (Recommended) Restart both BMC Remedy AR System servers.
  7. Verify that the installation was successful.

 

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