Deployment assessment questionnaire


Use the planning worksheets to design the installation and implementation of BMC Helix Service Management in your on-premises environment.

Success

Tip

To export the current page to Word format, from the More Actions menu in the upper-right, select Export.

Evaluate your container environment questionnaire

Use the following questions to understand your current or targeted on-premises containerized environment:

Question

Description

Answer

Do you have any experience with container based infrastructure?

Evaluate your knowledge about container based infrastructure such as orchestration platforms and technologies. Technologies such as Jenkins, Harbor, and Elasticsearch.

See Recommended skill set and trainings.

 

 

Which Kubernetes container orchestration platform you want to use?

Verify if you want to use a preferred Kubernetes container orchestration platform such as Kubernetes, Kubernetes and Rancher, and VMWare Tanzu.

 

Which Kubernetes version and container runtime type you want to use?

Verify the supported Kubernetes version and your requirements.

See System requirements.

 

Which external database type and version you want to use?

Verify the supported database types.

See System requirements.

 

What is the SMTP server type required for tenant email activation?

Verify the supported SMTP server type.

See System requirements.

 

Which container technologies you use?

Specify the list of container technologies you use and include their versions, such as Docker, Helm, Jenkins, and Elastic.

 

Do you want to use Azure Kubernetes service?

Yes or No

 

What version of Helm do you use?

Verify the supported Helm version.

See System requirements.

 

What is the Kubernetes storage class type?

Verify the supported the storage classes.

See System requirements.

 

What is the load balancer type that you want to use?

Verify the  supported load balancer types, SSL methods, and configuration requirements.

See System requirements.

 

What is the required Ingress type?

Verify the supported Ingress controller type and version.

See System requirements.

 

Are you using a stretch cluster for high availability? How do you plan for high availability and disaster recovery within your containerized deployment?

Check your high availability and disaster recovery requirements.

 

Amazon Elastic Kubernetes Service

What is the Kubernetes version and container runtime type?

List your requirements and verify the supported versions and configurations.

See System requirements and Installing BMC Helix Service Management in an Amazon Elastic Kubernetes Service cluster.

 

What is the load balancer type?

What is the Kubernetes cgroup version?

What is the external database type and version?

What is the SMTP server type?

Do you want to use KMS encryption provider?

What is the Kubernetes storage class type?

What is the Ingress type and version?

Google Kubernetes Engine

What is the Kubernetes version and container runtime type?

List your requirements and verify the supported versions and configurations.

See System requirements and Installing BMC Helix Service Management in a Google Kubernetes Engine cluster

 

What is the Kubernetes cgroup version?

What is the external database type and version?

What is the SMTP server type?

What is the Kubernetes storage class type?

Do you want to use Google Cloud Artifact Registry?

What is the Ingress type and version?

OpenShift

What is the OpenShift version?

List your requirements. Verify the supported versions and required cluster permissions.

See System requirements and Preparing to install in an OpenShift cluster.

 

Is Nginx Ingress controller allowed?

Security requirements

Which security scan tool do you use and what is your vulnerability resolution policy?

Specify your security tool details and vulnerability resolution policy such as P1, P2, and P3.

 

Do you have any UID or GID restrictions?

Specify the UID and GID restrictions.

 

Are there different cluster roles for developer and operator to perform product deployments in different environments?

Specify the cluster role requirements.

 

Are the root accounts permitted?

Specify the details about Security Context Constraints (SCC) and Pod security Policies (PSP).

 

How do you access the cluster? 

Tool to access the cluster such as jumpbox.

 

Do you have a password security policy for virtual machines and databases?

List your security policies for virtual machines and databases.

 

Do you need to share your Kubernetes cluster?

Yes or No

 

Do you allow node port type services?

Yes or No

 

Are multiple namespaces allowed?

Verify the namespace requirements.

See System requirements.

 

Do you require data encryption in-use?

Yes or No

 

Do you allow cluster administrator permissions?

Yes or No

 

Do you use role-based access control (RBAC) or service accounts?

Yes or No

 

Images Docker Trusted Repository (DTR)

What tools are supported to download images?

 

Do you allow Harbor DTR?

Yes or No

 

Do you have a Docker Trusted Repository (DTR) deployed?

Yes or No

Verify the Harbor repository requirements to synchronize the container images in BMC DTR to a local repository. See Setting up a Harbor repository to synchronize container images.

 

What is your image requirement policy?

Specify the container image requirement policy.

 

Do have access to the Electronic Product Distribution (EPD) site?

 

Ensure that you can log on to Electronic Product Distribution (EPD) by using your Support user ID and password. You might also be prompted to complete the Export Compliance Form. If you are accessing this site for the first time, create a new EPD profile to specify the languages and platforms that you want to download. For assistance with EPD, see EPD site help.

 

Hardware available for BMC Helix Service Management implementation

What are the hardware requirements?

Verify the hardware requirements such as minimum worker nodes, CPU, amd memory in your cluster.
See System requirements

 

What is the minimum worker node disk space requirement?

Verify the minimum worker node requirements for disk space.
See Sizing and scalability considerations.

 

.

Target BMC Helix Service Management deployment questionnaire

Use the following questions to plan which products you want to install during BMC Helix Service Management installation.

Question

Description

Answer

How many concurrent users are required?

Number of concurrent users.

 

How many BMC Helix ITSM: Smart IT users are required?

Number of Smart IT users.

 

How many BMC Digital Workplace users are required?

Number of  BMC Helix Digital Workplace users

 

Is BMC Helix ITSM Insights required?

Yes or No

 

Do you have Foundation Data to migrate from your current Incident Management system?

Yes or No

 

Is Data Management required?

Yes or No

 

Is Asset Management required?

Yes or No

 

Is Knowledge Management required?

Yes or No

 

Is Incident Management required?

Yes or No

 

Is Change Management required?

Yes or No

 

Do you have experience of reporting and dashboard tools such as Grafana?

Yes or No

 

Do you require BMC Helix Virtual Agent?

Yes or No

 

What is average number of transactions?

The average number of transactions incidents, change or problem, and service requests per day.

 

Do you have any specific use cases that you want to implement with BMC Helix Service Management?

Detail any specific use cases that form part of your success criteria for the implementation of BMC Helix Service Management

 

Evaluate your noncontainer environment questionnaire

Use the following questions to review and record your existing noncontainer BMC Helix Service Management environment details:

Question

Description

Answer

Which all products are deployed in your current environment?

List all the BMC products that are deployment in your noncontainer environment.

 

What is the number of current indexes?

Number of current indexes.

 

What is current AR System database size?

AR System database size.

 

Do you use BMC Remedyforce?

Yes or No

 

Do you use BMC Helix ITSM: Smart Reporting and BMC Helix CMDB?

Yes or No.
If you use Smart Reporting, provide the following details:

  • Number of total active reports
  • Number of scheduled reports and frequency
  • Number of broadcast and their schedule
  • Manual reports 

 

What is the environment size?

Environment size and capacity of your current database.

 Collect Database CPU graph of last 30 days.

 

What is current database type?

Resources provisioned for your database and architecture details

 

What is the Smart Reporting database size?

Smart Reporting database size.

 

What is the configuration items (CIs) count?

CIs count in BMC Helix CMDB.

 

Do you use any integrations?

List the integrations in use with throughput.

 

Do you call any external binaries by using the Run Process workflow?

Yes or No

 

Do you use BMC Helix IT Operations Management?

Yes or No

 

Do you have any custom plug-ins?

List custom plug-ins and their details.

 

How many customizations do you have in your environment?

List the customizations in your environment and note the number of forms and workflows.

 

Are you familiar with BMC Helix Data Manager (HDM) and how to use it?

Yes or No

BMC Helix Data Manager is a data migration tool designed to enable fast and efficient data migrations of BMC applications.
See Getting started  in BMC Helix Data Manager documentation.

 

Do you have sufficient hardware resources and licensing to use HDM?

Yes or No
See System requirements   in BMC Helix Data Manager documentation.

 

 

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*

BMC Helix Service Management Deployment 25.4.01