Onboarding and implementing


After you subscribe to BMC Helix Business Workflows, BMC provisions and activates your system and provides information about how to access those systems. For more information about your product activation, see BMC Helix Business Workflows service.

To get started with BMC Helix Business Workflows, as the administrator, your first create a line of business for your company, such as human resources, facilities, travel, or legal. After you create a line of business, you populate Foundation data for the line of business. After data is loaded to the system, a case business analyst can create configuration data for the line of business. Learn more about Foundation data in Setting up Foundation data about the people in your company.

Before you begin

During activation, BMC Helix Single Sign-On is configured to authenticate the user accounts defined within Remedy AR System server. If you are using SAML-based authentication in your organization and want to configure Remedy SSO to use that for authentication, you must submit a request to BMC Support to configure Remedy SSO configuration with SAML.

End-to-end onboarding and implementation

To set up BMC Helix Business Workflows for your company, the administrator and case business analyst perform the following tasks:

Onboarding.jpg

Use the following tabs to learn more about the steps that are involved in each task:

Invalid macro parameters used for the [tab-group] macro. Cause: [Unable to convert value [slide]. Allowed values are (case insensitive) "NONE" or "FADE".]. Click on this message for details.

After you set up your system on your tailoring environment, you can move the data to your production and QA environments by using content packages. For more information about exporting content packages, see Exporting-and-importing-content-packages-to-move-customized-data-between-environments.


 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*