This documentation supports the 25.1 version of BMC Helix ITSM Asset Management.To view an earlier version, select the version from the Product version menu.

To configure Asset management settings

  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 > Asset Management Settings, and then click Open. 
    asset management settings.png
  3. To show the current settings, on the Asset Management Settings form, click Show Settings.
  4. From the Action on CI Submit list, select one of the following options:
    • Modify Individual — The CI form closes and then reopens in modify mode.
    • None — The CI form remains open in submit mode after the CI is submitted.
  5. From the Dataset Name list, select the production dataset for the application.

  6. From the Sandbox Dataset Name list, select the sandbox dataset.

    Important

    • If multiple sources of data provide updates to BMC Helix CMDB, you must select a sandbox dataset.
    • If you use a sandbox dataset, BMC Helix ITSM: Asset Management users cannot set their application preferences to display the CI immediately after creating it.
    • If you change the production or sandbox datasets on this form, in the Reconciliation Engine you must update the underlying reconciliation rules to use the new datasets. Without this change, the data cannot be reconciled to the new production or sandbox datasets. For more information, see Configuring reconciliation identification rules.

  7. (Optional)If the sandbox dataset is used in a development-to-production environment, select Yes from the Sandbox Enabled list.
    The default is Yes.

    Important

    In the Normalization Dataset Configuration (NE:DatasetOptions) form, change UnapprovedHandling from Reject to Accept for the BMC:ASSET.SANDBOX under the following conditions:

    • the Sandbox setting is set to Yes (Asset Management Settings AST:AppSettings) 
    • in the BMC:ASSET.SANDBOX dataset, you want to be able to submit CIs with categorization that is unapproved in the Product Catalog
    • You want to merge the changes into the golden dataset

    If you want only CIs created with approved categorization to be merged to the golden dataset, retain the Reject setting. You can create the CI (with unapproved categorization) in BMC:ASSET.SANDBOX, but the changes will not be moved to the golden dataset. In this case you will need to change the Product Catalog entry to Approved before creating CIs with that categorization so the categorization is supported.

    We recommend that you select Yes from the Sandbox Enabled list.

  8. From the Sandbox Job Calls list, select the value to specify when you want the reconciliation job to start.
    The options are:
    • Inline - (Default) The reconciliation job starts immediately.
    • Scheduled - The reconciliation job starts according to the configured sandbox schedules. You must only use this option outside of the heavy use hours to avoid performance issues.
    • Continuous - The reconciliation job runs continuously according to the interval specified for continuous jobs  in the Reconciliation Engine.   
  9. From the Sandbox Job Calls for People list, select the sandbox dataset reconciliation method.
    The options are:
    • Inline — Calls are processed immediately.
    • Scheduled — Calls are processed in accordance with any sandbox schedules.
    • System Default — The client type is used to automatically detect the method for sandbox job calls.

  10. From the Server Date Format list, select the date format to use when calculating CI depreciation dates.
    This setting must match the date format on the AR System server. If you change this setting, you must restart your AR System server.

    Important

    If the date format does not match the AR System server date format, there might be errors when CI depreciation dates are calculated.

  11. From the Default Company list, select a company name.
    If multitenancy mode is enabled, a default company must be configured.
  12. To save the settings, perform one of the following steps:
    • If you are saving the settings for the first time, click Add.
    • If you are modifying existing settings, click Modify.

 

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