Best practices for BMC Helix ITSM

We recommend that you review best practices for BMC Helix ITSM prior to implementing a product or a feature.

Category	References
Getting started	User goals and features
Planning	Asset Inventory permissions Financial permissions Foundation module permission groups Planning which data to load from spreadsheets Release Management user roles and permissions Requester console permissions Return on Investment permissions Task Management permissions
Using	Managing and tracking work assignments
Onboarding and implementing	Configuring security options Configuring templates Configuring the BMC Helix ITSM Notification Engine threads count Configuring the Distributed Server Option service for a hub and spoke system Making bulk updates to people records Registering the BMC Helix ITSM web service
Administering	Access control for ticket data Archiving records Best practice for normalizing and reconciling ITSM data loaded through Data Management Configuring an Atrium Integrator job for a Load step Configuring Data Management Configuring templates Configuring the load file path for the AR System attachments and spreadsheets repository Configuring the Twitter integration Downloading and creating data load spreadsheets Generating training data for the cognitive service Planning which data to load from spreadsheets
Developing	Customization designs Customizing BMC Helix ITSM applications by using overlays Integrating third-party applications with BMC Helix ITSM by using the simplified REST API Server and client performance User interface change guidelines Workflow change guidelines
Troubleshooting	Troubleshooting dataload issues Troubleshooting the hub and spoke capability

Best practices for BMC Helix ITSM

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