Setting up Foundation data about the people in your company

Foundation data is information about people in a company, their attributes, categories, organizations, and locations. It contains the common data elements that are required for the data structure used by BMC Helix Business Workflows.

Foundation data consists of the following elements:

• Organization—Represents a group of people with a particular purpose.
• Person—Represents both users and non-users of an application.

• Location—Represents a physical place or site as well as a collection of sites or geographical regions.

• Categorization—Represents a means of classifying people or objects who have shared characteristics.

• Geography—Represents the geographic location of an organization or person by identifying the country, state, region, and city. This information is used by the Locations data element to represent the physical location of an organization or person.

Learn about Foundation data elements in 

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BMC Helix Business Workflows uses Foundation data from BMC Helix ITSM after BMC provisions and activates your system. As an administrator, you must create BMC Helix Business Workflows specific Foundation data, such as categories, support groups in BMC Helix ITSM and associate them with domain tags to use them in BMC Helix Business Workflows. 

The following figure describes the different actions that you can take to use Foundation data in BMC Helix Business Workflows:

Localized Foundation Data for the operational category field

Case agents can view the operational category details which is a part of the Foundation data associated with the case, task, or knowledge article in the specified locale. This capability enables them to work in their preferred language, which is helpful in countries with multiple language requirements.

Before you begin

You must configure the following parameters in the AR System Generic UI form:

• Data_Default_locale: To define the default locale for data.
• Enable_Locale_Data_Translation: To enable localized operational categorization data.

For more information, see Setting configuration parameters in BMC Helix ITSM.

To view the operational category field in the preferred locale

1. Log in to BMC Helix Business Workflows as a case agent.
2. Open any case, task, or knowledge article and click Edit.
3. Select the Category Tier (1,2,3, or 4) from the list.
   The list appears in the selected locale.

The following screenshot shows the operational categories in the German locale on a case edit screen:

• The category field displays localized data only if you have localized data present at the foundation level.
• In the activity log, the case category is always displayed in the default locale, regardless of any preferred locale settings.

If you do not see categorization data in the specified locale even after enabling the configuration parameters, make sure that the locale data for the category is loaded. The default locale is displayed if the data is not loaded. For more information, see Loading Foundation data by using Data Management.