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Fusion Agility Suite Post Deployment Configuration

This section contains the configuration steps which need to be performed after the application is deployed successfully. 

Configuration Steps Fusion Agility Suite

  1. After the successful deployment of Fusion Agility Suite a few configuration steps need to be performed by a tenant admin. 
  2. Go to BMC Helix Innovation Studio Administration > Agility Suite > General:

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  3. Change the Base URL setting to the customer specific URL and save the changes.

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  4. Next, click on "Idea Management" to configure the settings for Idea Management:

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    • General > Rating Value – This parameter is configuring vote count i.e. if its 5 and “Allen” votes for an idea based on the Rating value configured the vote count for that idea will be incremented by 5.
    • General > Review Threshold – It defines the rating of an idea, that triggers the review process. Which means if the review threshold is “20” and voting count for an idea reaches a rating of 20 then the idea automatically moves to the status “Under Review".
    • Default Assignment > Idea Manager - Insert the login id of a user to assign them to be the default Idea Manager. Idea Managers in general analyze, accept and reject ideas and makes an initial review before it turns into a Demand/ Requirement.  The configured person will be assigned to new ideas from Digital Workplace or Agility Suite directly, when no specific Portfolio was chosen before submission.

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  5. Same assignment needs to be done for Portfolio Management. Whichever persona is associated here by default, new Portfolios created will get assigned to him/her.

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  6. Information - Whitelist – contains a configurable list of allowed HTML tags, attributes and protocols that we can use in Rich Text Editors. Post deployment the string will be there but only admins can add any new HTML tag for which they need support on. In general, this parameter does not require any configuration.

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How to use Fusion Agility Suite

  1. After the successful deployment and configuration of Fusion Agility Suite – click on Agility Suite – Visit Deployed Application or use the direct link to the application:  https://CUSTOMER-SPECIFIC-URL/innovationsuite/index.html#/com.fusiongbs.agility-suite

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  2. Workspace tab shows all created Ideas, Demands, Projects and Project Tasks.
  3. Create tab allows to create New Idea, Demand, Projects, and Portfolios
  4. Manage Portfolios shows the created available Portfolios.
  5. Reports tab takes us to the Smart Reporting console. 
  6. Fusion Agility Suite has functional roles, that can be granted to users. That controls visibility. A person, that just has the role  "Idea Manager" can only create and view ideas and cannot contribute on Demands or Projects. For configuring Functional Roles, see Assigning-functional-roles-and-permissions.

 

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Fusion Agility Suite for BMC Helix 20.08