Onboarding
After you subscribe to BMC Helix Business Workflows, BMC provisions and activates your system and the administrator information on how to access those systems. For more information about your product activation, see BMC Helix Custom Applications-based services activation.
Out-of-the-box Remedy Single Sign-On (Remedy SSO) is configured to use the user accounts within a BMC Remedy AR System server for authentication. However, if you are using SAML-based authentication within 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.
The out-of-the-box setup does not include any data, and to get started with BMC Helix Business Workflows, the first step is to populate Foundation data. After data is loaded to the system, a Case Business Analyst can tailor the setup to suit the organization's requirements.
Before you make BMC Helix Business Workflows available to the users in your company, complete the onboarding tasks described in the following process:
User | Task | Description | |
|---|---|---|---|
1. | Administrator | Foundation data is not provided as a part of the BMC Helix Business Workflows setup and needs to be populated to the systems provided. Administrators can sync existing Foundation data from Remedy IT Service Management (ITSM) or upload fresh data to Remedy ITSM and sync it to the system. Ongoing management of Foundation data depends on whether you are syncing existing data or creating fresh data. Note: BMC Helix Business Workflows requires BMC Helix Digital Workplace Advanced, which manages Foundation data in Remedy ITSM. | |
2. | Case Business Analyst | Set up user accounts, customize case management, automate tasks, and integrate with other products. |