Onboarding and implementing

BMC has consolidated all Service Management products on a single application environment that combines capabilities of AR System and BMC Helix Innovation Studio. This allows you to simplify your deployment architecture significantly and considerably reduce operational costs. 

BMC Helix Innovation Suite simplifies administration, provides new development capabilities, improves the ability to interoperate between applications, and reduces operational costs.

Related topics

Getting-started

Developing-applications

Tailoring-applications-and-automating-processes

Administering

Onboarding and implementing BMC Helix Innovation Suite

Before you make BMC Helix Innovation Suite available to the users in your company, as an administrator, complete the following system configurations.

The following image provides an overview of onboarding SaaS subscribers on BMC Helix Innovation Suite:

21310_Onboarding for SaaS subscribers.png

The following table provides a logical sequence to set up your BMC Helix Innovation Suite for SaaS users:

Task

Action

Reference

BMC - Configure product activation

1

Share system access details and user credentials.

BMC sends you an activation email that contains environment details and system information like login URL and administrator credentials.

Important: Out-of-the-box BMC Helix Single Sign-On is configured to use the user accounts within a AR System for authentication.

However, if you are using SAML-based authentication within your organization and want to configure BMC Helix Single Sign-On to use that for authentication, you must submit a request to BMC Support for the BMC Helix Single Sign-On configuration with SAML.

Administrator - Perform basic configurations

2

Set up Foundation data by using any of the following methods:

  • Create Foundation data one at a time
  • Load the Foundation data in bulk

3

Set up user accounts and grant access to manage and maintain the system.

Administrator - Perform advance configurations

4

Configure the BMC Helix Innovation Studio applications.

5

Onboard users from the Customer Onboarding UI in the BMC Helix ITSM: Smart Reporting Administration console for your applications to create a data source for your BMC Helix ITSM: Smart Reporting reports. Add users for accessing reports, populate the data source, and give access to users.

Developer - Develop the applications

6

Create a codeless application by using BMC Helix Innovation Studio.

You can also create applications by using Developer Studio.

The following image provides an overview of the process:

21310_Onboarding for On-premises customers.png

The following table provides a logical sequence to set up your BMC Helix Innovation Suite for on-premises customers:

Task

Action

Reference

BMC - Make installation artifacts available

1

Make deployment artifacts available.

Host BMC Helix Innovation Suite container images and token to access the images on the Electronic Product Download (EPD) site and make the deployment artifacts available for download.

System administrator - Set up system requirements and perform deployment

2

Review system requirements for BMC Helix IT Service Management installation.

Make sure that you install the pre-requisite software such as Kubernetes, Docker, Helm, and Jenkins, and meets the hardware and software requirements. 

System requirements in BMC Helix IT Service Management Deployment documentation.

3

Prepare for the BMC Helix IT Service Management installation by performing the tasks in the following order:

  • Download the installation files and container images access key from Electronic Product Download (EPD),
  • Create your Harbor repository and synchronize the repository with BMC Docker Trusted Registry (DTR)
  • Prepare your database
  • Set up the BMC Deployment Engine to call the relevant pipelines that deploy your applications.
  • Deploy BMC Helix Platform services and set up the installation environment to make it installation ready.

Preparing for installation in BMC Helix IT Service Management Deployment documentation.

4

In the BMC Helix Innovation Suite namespace, install the platform and applications.

Performing the BMC Helix IT Service Management installation in BMC Helix IT Service Management Deployment documentation.

5

Obtain license keys for the platform and applications that you want to use.

Apply license keys for the platform and applications that you want to use.

6

After you successfully perform the installation and activate the licenses, perform the following configurations to set up BMC Helix IT Service Management.

Performing the postinstallation configurations in BMC Helix IT Service Management Deployment documentation.

Administrator - Perform basic configurations

7

Set up Foundation data by using any of the following methods:

  • Create Foundation data one at a time
  • Load the Foundation data in bulk

8

Set up user accounts and grant access to manage and maintain the system.

Administrator - Perform advance configurations

9

Configure the BMC Helix Innovation Studio applications.

Developer - Develop the applications

10

Create a codeless application by using BMC Helix Innovation Studio.

You can also create applications by using Developer Studio.