Defining permission mappings for BMC Helix Knowledge Management by ComAround
As an administrator, you can map companies and support groups from your BMC application to a portal and user groups to set the knowledge permissions in . These mappings enable your users to access knowledge articles in . Users can access the knowledge articles based on their knowledge permissions as defined in your BMC application.
Before you begin
Make sure that the following actions are performed to create the knowledge structure in
:
Action | Role |
|---|---|
Create portal. | BMC team |
Create user groups. | BMC team |
Create folders. | Administrator who must run the synchronization job in to create folders. |
Map user groups to portal and folders. | BMC team |
To map companies and support groups from your BMC application to BMC Helix Knowledge Management by ComAround
After the portal and folders are created in , and BMC has created and assigned user groups to them, you can map companies and support groups from your BMC application to a portal and user groups to set the knowledge permissions. You can also modify the defined mappings.
- Log in to
and navigate to the Administration tab.
- Select Knowledge management > Knowledge access mapping.
- Select the company and support group for which you want to define or modify the mapping:
- In the Company field, select one of the following options:
All companies—When you select this option, the table displays all the companies available to you. The support groups are not displayed. Therefore, with this option, you can only map the companies to
user groups.
Specific company—A particular company for which you want to define or modify the mapping. When you start entering the name of the company, the Company list is instantly filtered based on your input.
For example, Apex Global.
The list of support groups is displayed in the table for the selected company.
In the Line of business field, select one of the following options to filter the list of support groups by a line of business:
- All—All support groups defined for the selected company are returned. This option returns groups for both
and
.
- None—Only support groups for
are returned.
- Specific line of business— Only support groups associated with this line of business in
are returned.
When you start entering the name of the line of business, the Line of business list is instantly filtered based on your input.
- All—All support groups defined for the selected company are returned. This option returns groups for both
- Select the support group for which you want to define or modify the mapping.
For example, Apex Global Helpdesk.
- In the Company field, select one of the following options:
- Click Map access.
- Map the selected support group or the company with the appropriate user group in
:
On the New knowledge access mapping page, from the Knowledge management portal list, select the portal with which you want to map the company.
For example, Apex Global.
In Permission groups, the support group or the company that you selected in step 3 is displayed.From the Knowledge management user group, select a single or multiple user groups that you want to map with the selected support group.
For example, select all Apex_Global_helpdesk groups.In Accessible folders, a list of folders accessible to the selected user group is displayed.
This is a read-only list that displays the parent folders only. To view the child folders, click the parent folder.
- Click Save.
On the Knowledge access mapping page, the status of the support group that you selected is changed to Mapped.
The following image shows an example mapping:
To view access permissions for users in
After mapping knowledge permissions from BMC applications to , you can easily view the permissions assigned to users in . You can see each user's role and the support groups to which the user belongs. You can view the access permissions for users belonging to companies for which you have defined knowledge access mappings.
By using this capability, you can quickly understand user access, making it easier to verify, troubleshoot, and correct any issues with roles and permissions in .
To view access permissions for a particular user, perform the following steps:
- Log in to
and navigate to the Administration tab.
- Select Knowledge management > Knowledge access mapping.
- Click the Test access button.
- In the User name field, select the required user from the list.
When you start entering the user's full name, login ID, or email address, the list of users is instantly filtered based on your input. If you enter invalid user details, no matches will be returned.
After selecting a user, their access permission details are shown. Expand the Role and HKM user groups sections to view these details. To view the access permissions of another user, start typing that user's full name, login ID, or email address in the User name field.
You can see the following information about the access permissions of a particular user:
Permission details | Description | Example |
|---|---|---|
Role | You can view the role assigned to a user in . User roles in are based on a user's existing application permissions or functional roles. identifies the user's role to be the highest-level KCS role out of all roles selected under Application Permission and IS Personas on the CTM:People form. For users, also accounts for assigned functional roles. For more information, see Knowledge permissions and roles mapping from BMC Helix Business Workflows to BMC Helix Knowledge Management by ComAround. , you can view the application permissions or functional roles that were used to assign the role. |
|
HKM user groups | You can view the user groups that a user belongs to, along with an explanation for why the user is assigned to these groups based on access mapping. |
|
Learn more about how user roles and user groups are assigned in Permission-mapping-overview-for-BMC-Helix-Knowledge-Management-by-ComAround.
Result
When users search for knowledge articles in your BMC application, returns the articles based on the defined mapping and the KCS role of a user in . This rule applies to the articles synchronized from or to and the articles created directly in .
When users launch directly from your BMC application, their access to knowledge articles is determined by the defined mapping and the KCS role of a user in .