Setting up and going live
Onboarding and implementing BMC Helix CMDB
Before you make BMC Helix CMDB available to the users in your company, as a configuration manager, complete the following system configurations:
The following image provides an overview of the process:
Task | Action | Reference |
---|---|---|
BMC - Configure product activation | ||
1 | Share system access details and user credentials. | BMC sends you an activation email that contains environment details and system information such as login URL and administrator credentials. Important: Out-of-the-box BMC Helix Single Sign-On is configured to use the user accounts within an AR System for authentication. However, if you are using SAML-based authentication within your organization and want to configure BMC Helix Single Sign-On to use that for authentication, you must submit a request to BMC Support for the BMC Helix Single Sign-On configuration with SAML. |
Configuration Manager - Perform basic configurations | ||
2 | (Optional) Modify consent for data collection. Data collection is enabled by default. You can modify your consent for data collection at any time. Data collection provides information about the usage of the product for identifying defects, improving performance, or developing new product features. | Modifying-consent-for-data-collection |
3 | Set up user accounts and grant access to manage and maintain the system. | |
4 | Set up Foundation data by using any of the following methods:
| |
Configuration Manager - Perform advance configurations | ||
5 | Configure Atrium Integrator and run the Atrium Integrator job to synchronize the data from external data sources. | |
6 | Discover and synchronize the data with CMDB by using BMC Discovery, BMC Client Management, MS SCCM, and so on. | |
7 | Verify and configure Product Catalog and Normalization. Run the normalization job. | |
8 | Verify and configure Reconciliation jobs, identification rules, and merge precedence rules. Run the reconciliation job to create the production dataset. |
After setting up CMDB in your environment, configure the CMDB Dashboard utility and regularly monitor the health of your CMDB. For more information, see Configuring-Key-Performance-Indicators-for-CMDB.