Onboarding and implementing


BMC Helix Business Workflows is available for SaaS and on-premises users. On-premises users must download the artifacts from the Electronic Product Download (EPD) site and then proceed to setting up the requirements and then deploying the application. SaaS users must subscribe to BMC Helix Business Workflows to get BMC Helix Business Workflows deployed in your environment.

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. You can then proceed to complete the steps in Before you set up BMC Helix Business Workflows.

After BMC Helix Business Workflows is successfully deployed, you must complete the steps that are required to configure BMC Helix Business Workflows according to your business requirements.

Onboarding on-premises users on BMC Helix Business Workflows

Complete the following steps to onboard on-premises users on BMC Helix Business Workflows:

Task

Action

Reference

1

Make deployment artifacts available.

Host BMC Helix Innovation Suite container images and token to access the images on the Electronic Product Download (EPD) site and make the deployment artifacts available for download.

2

Make sure that your system meets the hardware and software requirements.

System requirements in the BMC Helix Innovation Suite Deployment documentation.

3

Download the artifacts required to perform the installation from the BMC Electronic Product Distribution (EPD) site.

Downloading the installation files in the BMC Helix Innovation Suite Deployment documentation.

4

Run the HELIX_ONPREM_DEPLOYMENT pipeline.

Performing the installation in the BMC Helix Innovation Suite Deployment documentation.

5

Perform post installation configurations.

Performing the installation in the BMC Helix Innovation Suite Deployment documentation.

You can now proceed to complete the steps in Before you set up BMC Helix Business Workflows.

Onboarding SaaS users on BMC Helix Business Workflows

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. You can then proceed to complete the steps in Before you set up BMC Helix Business Workflows.

Before you set up BMC Helix Business Workflows

After installing BMC Helix Business Workflows, make sure that you complete the following steps before you set up BMC Helix Business Workflows:

  • During activation, BMC Helix Single Sign-On is configured to authenticate the user accounts defined within Action Request System. If you want to configure SAML-based authentication in your organization with BMC Helix Single Sign-On, you must submit a request to BMC Support to configure BMC Helix Single Sign-On configuration with SAML.
  • After you configure the incoming and outgoing mailboxes, complete the following steps to make sure that emails that are received in the Rule Based Engine in  Action Request System are processed appropriately by BMC Helix Business Workflows:
    1. Open the AR System Email Mailbox Application Mappings form in Mid Tier.
    2. Select Incoming as the Message Type, and specify the Mailbox Name.
    3. Select com.bmc.dsm.email-lib for the Application Name.
    4. Select the Innovation Suite Applications check box.
    5. Enable the configuration, and save it.
      2102_EmailMailboxApplicationMappings.jpg
      Learn more about the form in AR System Email Mailbox Application Mappings.

Setting up BMC Helix Business Workflows

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

2102_Onboarding.jpg

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

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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 Importing-exporting-and-reusing-content-packages.


 

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