Configuring Asset Management rules

To configure the assignment method for automatic assignment

When the BMC Helix ITSM: Asset Management application uses assignment, for example, when you assign a purchase requisition, the criteria for selecting the assignee is done according tothe rules defined for the individual company. If the assignment rules for the company are not set, the assignee is selected according tothe rules in the Global option.
To set these rules, perform the following steps:

1. In Mid Tier, from the Application Administration Console, click the Custom Configuration tab.
2. From the Application Settings list, select Asset Management > Advanced Options > Rules, and then click Open. 
   
3. On the Configure CI Rules form, from the Company list, select the company for which you want to configure an assignment, or select the Global option.
   Selecting Global configures assignments for all companies.
4. To enable assignment, select Yes in Assignment Engine Integration.
5. From the Assignment Process list, select the default process for the assignment.
   The options are as follows:

   • Asset General Assignment - Capacity— Specifies the capacity in the BMC Assignment Engine is a ratio-based assignment method.
     Specify the capacity for each support staff person in the Capacity Rating field on the people form. See Adding people without using templates.

     Example

     You have two assignees, Assignee A and Assignee B. In the People form, use any number to set the capacity number for a person. For example, if you assign Assignee A the number 100 and Assignee B the number 200, which means Assignee B can work on twice as many assignments as Assignee A. The BMC Assignment Engine assigns a record (for example, purchase requisitions or tickets) to Assignee A every time two records have been assigned to Assignee B.

   • Asset General Assignment - Number — Tracks the number of tickets assigned to the person. The number assignment process selects the person with the least number of tickets already assigned.
   • Asset General Assignment - Round Robin — Tracks the last time the person received an assignment. The round robin assignment process selects the person who was least recently assigned an incident.
6. (Optional) Enter Description.
7. In Status, select Enabled.
8. Click Save and then click Close.
   The automatic assignment is configured.

To configure license certificate preferences

1. In Mid Tier, from the Application Administration Console, click the Custom Configuration tab.
2. From the Application Settings list, select Asset Management> Advanced Options> Rules, and then click Open.
3. Click the License Certificate tab.
4. From the Auto Receive Certificate list, select one of the following options:
   • Yes — If you select Yes, when a purchase order is placed, you will automatically receive the license certificate immediately after the purchase request is created. You do not have to go into the Receiving Console to receive the certificate. 
   • No — If you select No, you must go into the Receiving Console and manually receive the certificate. You cannot receive a partial quantity for Software types.
5. Specify breach levels.
   When a certificate is created, it uses the percentages set here to automatically calculate Breach Level 1 and Breach Level 2 based on the stored percentage values.
6. Click Save and then click Close.
   Your preference to attach the license certificate to the purchase is configured.