This documentation supports the 20.08 version of BMC Helix Platform.  To view an earlier version, select 20.02 from the Product version menu.

Creating or modifying Categorization data

Categorization data classifies and organizes sets of common items, such as, configuration items, support tickets, incident requests, change requests.

To create Categorization data

  1. Log in to BMC Helix Innovation Studio and navigate to the Administration tab. 

  2. Select Foundation Data > Manage Categorizations and perform the following steps based on the categorization type:

    Task

    Action

    To create Operational Categories

    1. Select Operational Categories, click New, and enter information in the appropriate fields:
      1. In Operational Category Name, click Localize, and in the Value field, enter the name of the new operational category that you want to create.
      2. From the Status list, set the status for the category. This indicates the category's activity level, such as Enabled or Obsolete.
      3. From the Domain tag list, select the domain-specific tags for your operational category. This restricts the categorization data to the specified domains. 
    2. Click Save.

    To create Product Categories

    1. Select Product Categories, click New, and enter information in the appropriate fields:
      1. In Product Category Name, click Localize, and in the Value field, enter the name of the new product category that you want to create. 
      2. From the Status list, set the status for the product category. This indicates the product category's activity level, such as Enabled or Obsolete.
      3. Select the Visible to All Organizations toggle to make the product category accessible in all organizations.
      4. From the Domain tag list, select the domain-specific tags for your product category. This restricts the categorization data to the specified domains. 
    2. Click Save.

    To create Resolution Categories

    1. Select Resolution Categories, click New, and enter information in the appropriate fields:
      1. In Resolution Category Name, click Localize, and in the Value field, enter the name of the new product category that you want to create. 
      2. From the Status list, set the status for the resolution category. This indicates the resolution category's activity level, such as Enabled or Obsolete.
      3. Select the Visible to All Organizations toggle to make the resolution category accessible in all organizations.
      4. From the Domain tag list, select the domain-specific tags for your resolution category. This restricts the categorization data to the specified domains. 
    2. Click Save.

    To create Root Cause Categories

    1. Select Root Cause Categories, click New, and enter information in the appropriate fields:
      1. In Root Cause Category Name, click Localize, and in the Value field, enter the name of the new root cause category that you want to create. 
      2. From the Status list, set the status for the root cause category. This indicates the root cause category's activity level, such as Enabled or Obsolete.
      3. Select the Visible to All Organizations toggle to make the root cause category accessible in all organizations.
      4. From the Domain tag list, select the domain-specific tags for your root cause category. This restricts the categorization data to the specified domains. 
    2. Click Save.

Related topics

Creating-or-modifying-Foundation-data

Creating-or-modifying-Foundation-data-associations

 

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