Creating group mappings for Release Management

To create group mappings

1. From the Application Administration Console, click the Custom Configuration tab.
2. From the Application Settings list, select Release Management > Approval > Approval Mappings, and then click Open.
3. In the Approval For field, select Group.
4. When you select a Support Company, Support Organization, and Support Group, select a support group that includes people with the Release Approver functional role.
5. In the Approval Indicator field, select which form this approver mapping will affect, for example, Release.

6. In the Phase Name field, select which approval phase needs mapping in the application, for example, Initiate.

   Important

   When you select a phase name, the Phase Company field is automatically populated.

7. Enter the remaining mappings as needed.
8. Save the approver mapping.

If you disabled the individual approver mappings and you did not modify the default approval configuration settings, whenever a release request is moved to the Initiate phase, the release request cannot be moved forward until the appropriate member of the support group approves the request.

Creating inherent group mappings for Release Management

The Inherent Group menu lets you select a group specified on the Release form to be the Approval group (for example, Release Coordinator Group). The Functional Role menu lets you select a functional role for the approval (for example, Release Coordinator).

These roles create individual approval entries for all people who have that functional role. You can use the Inherent Group and Functional Role menus combined to limit the individual approval entries to the Inherent Group.

The following table shows the results of approvers that are generated based on the Inherent Group and Functional Role combinations chosen.

To create support group mappings

1. From the Application Administration Console, click the Custom Configuration tab.
2. From the Application Settings list, select Release Management> Approval> Approval Mappings, and then click Open.
3. In the Approval For field, select Inherent Group/Role. 
   The Approval Mappings form is displayed again, so that the fields to configure a group mapping appear.
4. In the Approval Indicator field, select which form this approver mapping will affect, for example, Release.
5. In the Inherent Group field, select a release management group.
6. In the Functional Role field, select one of the BMC Helix ITSMfunctional roles defined for Release Management (for example, Release Coordinator). 
   Make sure that you select an inherent group that includes people with the functional role.

7. In the Phase Name field, select which approval phase needs mapping in the application (for example, Planning).

   When you select a phase name, the Phase Company field is automatically populated.

8. Enter remaining mappings as needed.
9. Save the approver mapping.