Scanner Application Configuration
Overview
The FSM Scanner Application is an extension to the BMC Helix platform designed to streamline the management of Configuration Items (CIs) by automating updates, replacements, and workflow-driven asset actions. This manual provides administrators and technical personnel with a structured guide to configuring, maintaining, and operating the Scanner Application within the Helix environment.
The document explains how the Scanner Application integrates with Helix using REST APIs, how authentication tokens are generated, and how CI-related information is processed during scanning events. It also outlines the configuration screens, navigation paths, workflow triggers, and the detailed setup of CI actions, covering both Original and Replacement CIs. The configuration options include lifecycle status updates, site changes, inventory movements, work order associations, relationship adjustments, and other workflow-driven actions.
This guide also details the structure and purpose of key screens such as the Scanner Workflow Setup, Scanner Config tabs, Worklog Information, Work Order, and SRT settings. Each configuration field is described to assist administrators in aligning the scanner behaviour with organisational asset-management processes. Additionally, guidance is provided on sending attachments and data through REST calls via Postman for integration and testing purposes.
By following the steps and configuration guidelines in this manual, administrators can ensure the FSM Scanner Application is correctly implemented, consistently maintained, and aligned to business rules governing asset management across the enterprise.
Navigation
Navigation to the Configuration Page:
Log into the Helix system and select the Application navigator on the right side of the home page.
Select FSM Scanner Integration Application and the FSM Scanner Management Console.
Select the Navigation Setup navigator.
Select Scan Setup then the Scan Workflow Setup option.
The above steps will open the List of configured options for the Scanner application.
The Configuration Page Layout
The picture below shows the layout of the Scanner Workflow Setup page.
Here you will find the required setup fields like Company, Scanner Action, Status fields and the four main tabs; Scanner Config, Worklog Information, Work Order and SRT.
The Main Page Fields
This table below contains the detailed descriptions of the workflow configurations fields.
| # | Config Description | Notes |
| 1 | Company* | The company of the Original. |
| 2 | Inventory Company* | The Company of the Inventory Ci. |
| 3 | Scanner Action* | Name Of the Scanner Action. |
| 4 | Status* | Status of the config record Enabled or Disabled (If disabled the Scanner action will not fire the records workflow). |
| 5 | Get CI Info * | Default Setting for background workflow Actions in this version of the application it is required. |
| *Required Field | ||
Scanner Config
The scanner Config tab is divided under the following headings:
- CI Original - It consists of the Actions/Configs for the original Ci.
- Replacement Ci - It consists of the Actions/Configs for the replacement Ci.
- Relationships - It consists of the Actions/Configs for the different relationships between the Ci and People relationships.
Scanner Config tab – Ci Original Configuration options
The table below contains the detailed descriptions of the workflow configurations under the Ci Original heading:
| # | Config Description | Notes |
| 1 | AssetLifecycleStatus * | The AssetLifecycleStatus configuration field sets the Original Ci Status it should be set to it have the following settings that concordant with the Asset Management Ci AssetLifecycleStatus.
|
| 2 | Status Reason | The Status Reason set the Status Reasons of the AssetLifecycleStatus field It can be set to Null or status that is listed below
Please see Note** |
| 3 | Dataset* | The Default data set value is BMC Asset custom data sets can be configured as well. |
| 4 | Create CI | Options for this config is No and Yes Yes – a New CI will be created. |
| 5 | Update CI | Options for this config is No and Yes Yes - the CI will be updated |
| 6 | Status | The Status Options is selected to update the Status of the Ci |
| 7 | Site | The Site Options is selected to update the Site of the Ci |
| 8 | Tag No | The Tag No Options is selected to update the Tag No of the Ci |
| 9 | Link WO Sites | This Option is used where there is more than one Company Linked to a Site it will create a Related Company record if it does not exist on the Site It would compare the Company and Inventory Company. |
| 10 | Move to Inventory | This Option is used and must be selected if the AssetLifecycleStatus is set to In Inventory it use In Inventory workflow to set the inventory location. |
| 11 | Remove From Inventory | This Option is used where the Ci is removed from the inventory location. |
| 12 | Update Inventory Company Info | The Update Inventory Company Info Option is used where the Ci is moved to a specific inventory location. It use the Inventory Lookup Value field to put the Inventory in that Inventory location. |
| 13 | Inventory Lookup Value | |
Note** The following must be setup on the AST:Attributes form the StatusReason (1000000150) the values that is not out of the Box. And the Status Reasons must also be configured on the SYS:Status Reason Menu Items form
| ||
| *Required Field | ||
Scanner Config tab – Replacement Ci Configuration options
The table below contains the detailed descriptions of the workflow configurations under the Replacement Ci heading:
| # | Config Description | Notes |
| 1 | AssetLifecycleStatus * | The AssetLifecycleStatus configuration field sets the Original Ci Status it should be set to it have the following settings that concordant with the Asset Management Ci AssetLifecycleStatus.
Return to Vendor |
| 2 | Status Reason | The Status Reason set the Status Reasons of the AssetLifecycleStatus field It can be set to Null or status that is listed below
Please See Note*** |
| 3 | Status | The Status Options is selected to update the Status of the Ci |
| 4 | Site | The Site Options is selected to update the Site of the Ci |
| 5 | ||
Note*** The following must be setup on the AST:Attributes form the StatusReason (1000000150) the values that is not out of the Box. And the Status Reasons must also be configured on the SYS:Status Reason Menu Items form
| ||
| *Required Field | ||
