Onboarding and implementing
After you subscribe to BMC Helix Platform, BMC sends you the details of the systems configured for you through an email. The out-of-the-box setup does not include any data, and therefore administrators must perform a few steps to set up their BMC Helix Platform environment. You can tailor the environment according to your organizational requirements.
The following image provides an overview of the process:
The following table provides a logical sequence to set up your BMC Helix Platform environment:
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. You are provided with three separate setup environments as follows:
Important: Out-of-the-box Remedy Single Sign-On is configured to use the user accounts within a BMC Remedy AR System server for authentication. However, if you are using SAML-based authentication within your organization and want to configure Remedy SSO to use that for authentication, you must submit a request to BMC Support for the Remedy SSO configuration with SAML. |
Administrator - Perform basic configurations | ||
1 | Configure Remedy Single Sign-On to authenticate BMC Helix Platform users through a SAML authentication. | |
2 | Set up Foundation data by using any of the following methods:
| |
3 | Set up user accounts and grant access to manage and maintain the system. | |
Developer - Develop the applications | ||
1 | Create a code-based application by using BMC Helix Platform SDK, BMC Helix Innovation Studio, and Maven archetypes. Alternatively, you can create a codeless application by using BMC Helix Innovation Studio. | |
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