Setting application preferences and options

When you click Functions > Application Preferences, you can view and edit the settings that affect the default appearance of the main application console. Depending on which applications you have installed, you can also view their preferences and options.

When an application opens, you can determine:

• Default console view
• Forms that appear
• Search criteria defaults
• What happens after you save a request
• What appears in the Overview console
• The dataset name that is selected when the form opens
• Statistics

You can set preferences to:

• Set defaults for the consoles.
• Determine the action that occurs after you save a Change or Release Request form.
• Determine which console appears by default when you open BMC Helix ITSM.

To set application preferences

1. From the Change Management console, click Functions > Application Preferences.
   For Release Management, select the options from the Release Management console.

2. On the Application Preferences dialog box, click the Change Management tab for Change Management preferences and Release Management for Release Management preferences.
   The following table describes the settings available on the form:

   Setting	Description
   Preferences for	This read-only field identifies the user.
   Default Home Page	Select the console that you want to appear as your home page when you log into the Action Request System. For example, if you want the Change Management console to appear, select Change Management Console. The default value is IT Home Page.
   Company	Select the company that you want to appear in the Company field of the Change Management or Release Management console by default.
   Show	The default console view, with the search criteria, controls which change requests appear in the Assigned Work area. You can temporarily change this setting from the navigation pane of the console. The following list shows you the available selections: Submitted By Me—Shows all change requests that you submitted Assigned To Me—Displays change requests assigned to you Assigned To My Selected Groups—Prompts you to select any support groups to which you belong. You can select to display all change requests assigned to your group, or change requests assigned to your group that are not yet assigned to an individual. Assigned To All My Groups—Displays change requests assigned to all your support groups. You can choose to display all change requests, or change requests that are not yet assigned to an individual. Important: For Release Management, release requests are displayed. If you are a new user, you must select the preference for the View Broadcast link to function correctly.
   Confirm on Submit	Choose whether to display a confirmation message when you submit a new change record.
   Console Page > On Form Open	Data Set Name—Choose a personal preference dataset, for example, BMC Asset. For more information about how this dataset is used, see Relating-and-managing-configuration-items-and-impacted-services-for-a-change-request. Role—Display change requests assigned to the selected role. You can choose to display change requests assigned to all roles, or specific Change Management roles.
   Form	After New Save—This setting controls the action after you click Save on the Change or Release form. The following list shows the available selections: New Request After Submit—Opens the Change or Release form in New mode ready for you to record a new change Modify Request After Submit—Leaves the Change or Release form open and changes the mode from New to Modify Tab Views—Choose whether to show the following panels: Show Approvers Show Financials Important: These preferences apply only when you are using the Classic view. The Financials panel is not displayed when the Change is in Draft status.
   Overview Console	Choose whether to show change or release records based on the status and user role on the Overview console. On the Overview console, only Open change or release records are displayed.

3. To select task related options, on the Application Preferences dialog box click the Task Management tab.
   The following table describes the settings available on the form:

   Setting	Description
   Overview Console	Show Task—Choose Yes to show tasks. Task Status—Choose one of the following options: All Tasks—Displays all tasks irrelevant of their status All Open Tasks—Displays all tasks that are not in the Closed status All Closed Tasks—Displays all tasks with the status of Closed

4. Click Save.

To set the view

1. As an application administrator; from the Applications menu, select Application Administrator > Application Administrator Console.
2. From the Application Administration Console, click the Custom Configuration tab.
3. On the Custom Configuration tab, select Foundation > Advanced Options > View Selection Framework - Deploy View, and then click Open.
4. In the navigation pane on the left side of the form, select the following items:
   • Application name: BMC Change Management or Release Management
   • Role:
     
     • Change Best Practice View User or Release Best Practice View User
     • (VLM view, if applicable) Virtualization Administrator
5. To deploy the view to a company, perform the following steps:
   1. On the Company Mapping tab, select the company to which you are mapping the view.
   2. If necessary, change the sorting order number.
      The sorting order is used when a support group or an individual belongs to more than one company. A company with a lower sort order value takes precedence over a company with a higher sort order value.
6. To deploy the view to a support group, perform the following steps:
   1. On the Support Group Mapping tab, select the company and organization to which the support group belongs.
   2. From the Support Group list, select the support group.

   3. If necessary, change the sorting order number. 
      The sorting order is used when a support group or an individual belongs to more than one company. A company with a lower sort order value takes precedence over a company with a higher sort order value.

      Important

      If you need to change the sort order after you save the deployment, you must first delete the deployment by using the Remove button, and then re-create the deployment with the new sort order number.

7. To deploy the view to an individual, perform the following steps:
   1. On the Individual Mapping tab, select the company, organization, and support group to which the individual belongs.
   2. From the People list, select the individual to whom you are mapping the view.
8. To save the deployment, click Add.
9. Close the form and then have the affected users log back into the application.