This documentation supports the 23.3 version of BMC Helix ITSM: Knowledge Management.To view an earlier version, select the version from the Product version menu.

Registration Wizard parameters



In the following tables, the Modify Enabled column depicts the fields that are available for modification when you modify an existing source.

Source panel

Parameter

Value

Source Type

Modify Enabled

Form Name

Enter the form for displaying the knowledge source.

Important: Forms can only be registered once.

  • Searchable Items
  • Knowledge Base Item - AR Form

No

View Name

Enter the form's view that will be displayed when the form is opened from search results, Knowledge Management Console, and Create (new article).

  • Searchable Items
  • Knowledge Base Item - AR Form

Yes

SRM View Name

Enter the form's view that will be displayed when the form is accessed from the Popular Articles panel and from search results in the Service Request Management Console.

Knowledge Base Item - AR Form

Yes

Full Path

Using UNC name syntax, enter the full path of the source on a remote computer, or enter a local path on the AR System server computer.

Important: You can create only a single file system source per folder.

Knowledge Base Item - File System Path

No

Source Name

Enter a unique name for this source. This name is displayed in the Sources section of the Advanced Search page.

All source types

No

File Extensions

Use either of the following methods:

  • Type all file types to be used. If you have more than one file type, use a semicolon (;) as a separator, for example, doc;pdf.
  • Use a Regular Expression phrase to qualify file names for your search. Regular Expressions must begin with an asterisk (*).
    For example, to search all .doc and .pdffiles with UTF-8 support:

    [\\p{Space}*||\\p{L}+||\\p{Digit}*||\\p{Punct}*&&[^\\.]]+\\.(doc||pdf)

Knowledge Base Item - File System Path

Yes

Include Subfolders

Select this if you want the search to include sub directories.

Knowledge Base Item - File System Path

Yes

Description

Enter a free text description of the source. This information is intended for use as a referential aid when modifying the source.

All source types

Yes

Owner Group

Select the Owner Group for the form.

All source types

No

Owner

Select the owner for the form.

Important: The owner must have a Knowledge Admin or Knowledge User role.

All source types

No

Article Language

Select the language of the source.

  • Knowledge Base Item - File System Path
  • Knowledge Base Item - AR Form

No

Lifecycle Management

Select this parameter if you want Knowledge Management to manage the lifecycle of the source.

Knowledge Base Item - AR Form

No

Indexing Interval

Enter the indexing interval for the source.

Important: More frequent indexing provides better access to article updates but may affect system performance.

  • Knowledge Base Item - AR Form
  • Searchable Items - Join or Vendor forms only.

Yes

Relevancy Fields Panel

Parameter

Value

Source Type

Modify Enabled

Title

Enter the name of the field to be used as the title for the source. This is the content that will be used as the title for searching.

  • Searchable Items
  • Knowledge Base Item —  AR Form
  • View Form

Yes

Keywords

Enter the name of the environment which is used as the keyword for the source. This is the content that will be used as keyword for searching.

  • Searchable Items
  • Knowledge Base Item — AR Form

Yes

Environment

Enter the text to be used as the environment for the source. This is the content that will be used as the environment for searching.

  • Searchable Items
  • Knowledge Base Item — AR Form

Yes

Displayed ID

Enter the name of the field to be used as the Displayed ID for the source. This is the content that will be used as the Displayed ID for searching. If nothing is entered, the Request ID (core field 1) value is displayed.

Searchable Items

No

Mapping Type Panel

You can select either fixed values for categorization, or dynamic values that are taken from the AR System form. You should map the existing fields with the fields on the AR System form, as follows:

  • Searchable Item — Mapping To Existing Fields only
  • Knowledgebase Item — File System Path — Used Fixed Values only
  • Knowledgebase Item — AR Form — Used Fixed Values and Mapping To Existing Fields


Parameter

Value

Source Type

Modify Enabled

Mapping To Existing Fields

Specify the corresponding fields for each Organization and Categorization field. Organizational information and ITSM categorization is copied from the AR System form that you selected as the knowledge source to the article's Categorization and Organization fields

Knowledgebase Item — AR Form

No

Use Fixed Values

Specify organizational information and ITSM categorization for copying to the article's Categorization and Organization fields.

Important: All source articles contain the same Organization and Categorization data


Knowledgebase Item — AR Form

No

Organization panel

Parameter

Value

Source Type

Modify Enabled

Company

Enter the Character field to be mapped or the fixed value to be used

Important: Set the Entry Mode property to Optional or Required, and the Permission property to Public.

All knowledge sources

  • Searchable Items — Yes
  • AR forms — No
  • File System Path — No

Region

Site Group

Site

Article visibility Groups

Select a company and a visibility group to be assigned to the source and click Add.

  • AR forms
  • File System Path

Yes

Left table

Displays the selected visibility groups for the source



Categorization panel

Parameter

Task

Source type

Modify enabled

Operational Tier 1 Operational Tier 2 Operational Tier 3

Enter the Character field to be mapped or the fixed value to be used.

Important: Set the Entry Mode property to Optional or Required, and the Permission property to Public.

All knowledge sources


  • Searchable Items — Yes
  • AR forms — No
  • File System Path — No

Product Tier 1 Product Tier 2 Product Tier 3

Product Name

Manufacturer

Model/Version

Business Service

Content Fields panel

Parameter

Value

Source type

Modify Enabled

Field

Select a Character, Diary, Attachment or Table field, and click Add Field.

Important: Set Entry Mode property to Optional or Required.

  • Searchable Items
  • AR forms

Yes

Accessibility panel

Parameter

Value

Source type

Modify Enabled

Company

Enter the companies for which their defined users or members are allowed to use this specific knowledge source and click Add Company.

All knowledge sources

Yes

Form Permissions

Perform one of the following steps

  • Select a form permission that is defined for the AR System form you selected as a source. Click Sync Permissions to add these permissions to the source you are registering.
  • Select a form permission in the Registered Permissions table and click Remove Permissions to remove the permissions.
  • Searchable Items
  • AR forms

Yes

Important: Form Permissions functionality is enabled only when modifying an existing source.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*