Phased rollout This version is currently available to SaaS customers only. It will be available to on-premises customers soon.

Setting up and going live


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.

As an administrator to get started with BMC Helix Business Workflows, the first step is to create a line of business, such as Human Resources, Facilities, Travel, or Legal. You must then define domain tags to set up the Foundation data to be used in BMC Helix Business Workflows, and define application configurations for the global or company level. A case business analyst can then create configuration data for that line of business, activate the line of business, and if required, define configurations to extend BMC Helix Business Workflows. Learn more about Foundation data in Setting up Foundation data about the people in your company.

Before you begin

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.

End-to-end onboarding and implementation for a line of business

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

22_1_Onboarding.jpg

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

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Additional configurations for BMC Helix Business Workflows

An administrator and a case business can complete additional configurations for BMC Helix Business Workflows:

22_1_OnboardingAdditionalSteps.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-and-exporting-content-packages.


 

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