bmc it business management suite 7.6.03 system administrator guide

7/27/2019 BMC IT Business Management Suite 7.6.03 System Administrator Guide

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BMC IT Business ManagementSuite 7.6.03 SystemAdministrator Guide

July 2010

www.bmc.com


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Contacting BMC Software

You can access the BMC Software website at http://www.bmc.com. From this website, you can obtaininformation about the company, its products, corporate offices, special events, and career opportunities.

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Address BMC SOFTWARE INC2101 CITYWEST BLVDHOUSTON TX 77042-2827 USA

Telephone 1 713 918 8800or1 800 841 2031

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Outside United States and Canada

Telephone +01 713 918 8800 Fax +01 713 918 8000

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License key and password information

If you have questions about your license key or password, use one of the following methods to get assistance:

Send an e-mail to [email protected].

Use the Customer Support website at http://www.bmc.com/support.

4 BMC IT Business Management Suite 7.6.03 System Administrator Guide
http://www.bmc.com/supportmailto:[email protected]


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Contents

About this book 9Chapter 1 Getting started 11Configuring basic information in BMC Remedy AR System ...................................11

Using the Application Administration Console .........................................................13

Opening the Application Administration Console .........................................13Performing standard configuration ..................................................................15

Performing custom configuration .....................................................................17Configuring companies ..................................................................................................18

Defining organizational structure ................................................................................19

Creating support groups ...............................................................................................21Configuring organizational unit hierarchy .................................................................22

Adding people information ..........................................................................................24Adding people records from a template ..........................................................25

Adding non-support staff ...................................................................................26

Adding support staff ...........................................................................................28Data access restrictions ..................................................................................................32

Chapter 2 Configuring BMC IT Business Management Suite to run in multi-tenant mode 33Selecting the tenancy mode ...........................................................................................34

Chapter 3 Routine administrative tasks 37Backing up data ...............................................................................................................37

Accessing the BMC IT Business Management administrative interface ................37Setting up the delivery of alerts ....................................................................................39

Alert rules ..............................................................................................................39

Notification lists ...................................................................................................40Managing global links ....................................................................................................42

Customizing values and labels .....................................................................................43Modifying values in the selection lists ..............................................................43

Configuring financial settings .......................................................................................46

Setting the fiscal calendar ...................................................................................46Managing general ledger accounts ..................................................................46

Configuring multiple currencies .......................................................................49

Managing the exchange rate tables ..............................................................................51Viewing the list of exchange rate tables ...........................................................52

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Setting the default exchange rate table version ...............................................53

Adding new exchange rate tables .....................................................................53

Updating existing exchange rate tables ............................................................55Specifying report access settings ..................................................................................56

Specifying application server parameter settings ......................................................58

Chapter 4 Creating attachment groups and document templates 61Managing attachment groups .......................................................................................61

Adding attachment groups ................................................................................62

Editing attachment groups .................................................................................63

Deleting an attachment group ...........................................................................64Managing document templates ....................................................................................64

Adding document templates ..............................................................................64

Viewing document templates ............................................................................65Updating document templates ..........................................................................66

Reviewing and approving document templates .............................................67Deleting document templates ............................................................................68

Chapter 5 Importing data 71Importing objects using XML .......................................................................................71

Validating the import file ...................................................................................72Importing data using staging tables ............................................................................74Viewing import logs .......................................................................................................76

Using AIE to import data ..............................................................................................77

Chapter 6 Customizing the licensed modules 81BMC Demand and Resource Management .................................................................81

Defining project lifecycle templates ..................................................................81

Customizing project questionnaires ..................................................................89

Resource Management ........................................................................................95

BMC Supplier Management ........................................................................................100Defining vendor process templates .................................................................100Creating vendor process attachment groups .................................................106

Creating vendor initiative status default values ...........................................106

Editing vendor fields .........................................................................................107Editing vendor portfolio flex codes .................................................................114

Specifying the contracts to include in totals ..................................................115

Modifying vendor review categories ..............................................................116BMC Financial Planning and Budgeting ...................................................................118

Chapter 7 Advanced configuration options 119



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Customizing terms and fields .....................................................................................119

Term substitution ...............................................................................................119

Modifying field labels .......................................................................................120Implementing flex fields ...................................................................................122

Checking the status of scheduled events ..................................................................124Using the Utilities tab ...................................................................................................124

Using the EventRules tab .............................................................................................125

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About this book

This guide discusses customization options available after deployment. It alsoprovides the administrator-level user with information on how to configure andmanage the BMC IT Business management Suite after the application has beendeployed. It assumes the reader has general knowledge of and some experience withenterprise-class applications with Web-based user interfaces. It assumes that yourBMC IT Business Management Suite environment has been installed and you have

been provided with administrator login privileges.

Related Documentation

Unless otherwise noted, online documentation in Adobe Acrobat (PDF) format isavailable on the product installation distribution media, on the Customer Supportwebsite (http://www.bmc.com/support_home), or both. You can order printeddocumentation from the Customer Support website.

NoteTo access the support website, you must have a support contract.

The following supporting documentation is available as a downloadable PDF fromthe BMC IT Business management Suite user interface.

The BMC IT Business Management Suite User Guide provides information about theBMC IT Business Management Suite user interface and the more commonlyperformed tasks within the various BMC IT Business Management Suite modules.It includes instructions for using the BMC Foundation to build a comprehensiveinventory of IT information and the interrelationships therein.

The BMC Project Portfolio Management User Guide describes how IT organizationscan use BMC Demand and Resource Management - Project Portfolio Managementto more effectively deliver to the business the projects with the highest value perscarce project dollar. It details the individual project management, programmanagement, resource management, project portfolio prioritization, and projectportfolio value analysis capabilities of BMC Demand and Resource Management.

The BMC Supplier Management User Guide describes how IT organizations can useBMC Supplier Management to maximize vendor value and reduce vendor spend.BMC Supplier Management provides a comprehensive management system to

About this Book 9


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capture all IT vendor data; manage contracts, issues, and obligations; providealerts on key milestones; establish consistent processes for evaluating vendorperformance; and minimize vendor redundancy.

The BMC Human Capital Management User Guide describes how IT managers at

every level of the organization can use BMC Demand and Resource Management- Human Capital Management to evaluate project resource requests, analyze ITdemand against capacity, assign IT staff resources effectively, and monitor actualutilization of resources through timecarding.

The BMC IT Controls Management User Guide describes how IT organizationscan use BMC IT Controls Management to create or adopt IT governanceframeworks and manage and maintain the processes, controls, and assessmentactivities required for meeting all IT governance and compliance objectives.

The BMC Financial Planning and Budgeting User Guide describes how IT managers

at every level of the organization can use BMC Financial Planning and Budgetingto inventory IT costs, create budgets and planning scenarios, and analyze ITspending.

The BMC Service Cost Management User Guide describes how IT organizations cancreate service portfoilios, model their service costs, calculate chargebacks,generate bill of IT, and compare IT service cost benchmark data in BMC IT ServiceCost Management module.



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Getting startedGetting started in BMC IT Business Management Suite involves three major steps.

Complete the following steps to configure BMC IT Business Management:

Configuring basic information in BMC RemedyAR SystemBefore you start configuring the BMC IT Business Management Suite for yourorganization, you need to perform an initial setup in BMC Remedy AR System. InBMC Remedy AR system you add information about the various business units,people and groups associated with your organization to the applications. You alsodefine the permissions and access restrictions for people that you add for yourorganization.

1

Chapter 1 Getting started 11


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To add information to the BMC Remedy AR System, you must have the followingprerequisites:

Basic knowledge of BMC Remedy Action Request System (BMC Remedy ARSystem) administration tasks.

You must have administrative-level permissions to configure applications in BMCRemedy AR System.

The following figure shows the tasks that you perform in BMC Remedy AR System.

1 Login to BMC Remedy AR System

To start configuring the setup for BMC IT Business management in BMC RemedyAR system, open the Application Administration Console and perform therequired standard and custom configuration. For more information on accessingApplication Administration Console and performing standard and customconfiguration, see Using the Application Administration Console on page 13.

2 Create a top-level company

Use the standard configuration to create a top-level company in BMC Remedy ARSystem. For more information, see Configuring companies on page 18.

3 Create organizational units

You can create organizational units to manage your data as per your companyhierarchy. See Defining organizational structure on page 19 to understandhow you can define your organizational structure in BMC Remedy AR System

4 Create support groups (Required for IT staff only)

Support groups represents how a company is structured from a support

perspective. In BMC Remedy AR System if you define a person as support staff,you must add them to a support group. For more information, see Creatingsupport groups on page 21.

5 Configure organizational hierarchy

BMC IT Business Management Suite has the capability to provide hierarchicaldata access based on the hierarchical structure of your organization. To use thiscapability, you define a hierarchical structure of your organization to indicate therelationship between different organizational units. Use the custom configurationin BMC Remedy AR System to configure the hierarchical structure of your

Configuring basic information in BMC Remedy AR System



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organization. For more information, see Configuring organizational unithierarchy on page 22.

6 Add people information

To add users, you define basic information such as login, passwords, permissionsand data access restrictions in BMC Remedy AR System. For more information,see Adding people information on page 24.

Note

For information about defining an application administrator, see BMC RemedyITSM 7.6 Configuration Guide.

Using the Application Administration ConsoleYou use the Application Administration Console to configure BMC IT BusinessManagement Suite. The console provides access to the forms that you use toconfigure the applications that you installed. Only BMC Remedy AR Systemadministrators and BMC IT Business Management Suite administrators withrequired permissions have access to these configuration forms.

The Application Administration Console has two tabs:

Standard Configuration provides steps that walk you through the standardprocess for configuring your organizations information.

Custom Configuration provides access to all advance configuration forms. Usethis tab to extend the standard configuration.

Opening the Application Administration Console

You can open the Application Administration Console from BMC Remedy User orfrom a browser. If you installed the Application Administration Console shortcut onyour desktop, you can also click the icon to open it.

For information about installing shortcuts, see the BMC Remedy IT ServiceManagement Installation Guide.

To open the console from a browser

1 Type the following URL into your browser:

http://webServer:port/arsys/forms/arsystemServer/Home Page

Using the Application Administration Console



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where:

webServeris the fully qualified name of the BMC Remedy Mid Tier system,specified in the format server_name.company.com.

port is an optional port number, which is needed if the web server is not on thedefault port (port 80).

arsystemServeris the name of the BMC Remedy AR System Server that containsthe application.

NoteIf the BMC Remedy Mid Tier system and the application are on the same server,you can omit the BMC Remedy AR System Server name.

2 In the User Name and Password fields of the Welcome page, enter your username and password.

3 Click Login.

4 Click the IT Home page link to open the IT Home page.

5 On the IT Home page, click the Application Administration Console link.

The Application Administration Console appears.

To open the console from BMC Remedy User

1 Choose Start > All Programs > BMC Software > User Tool > BMC Remedy User.

2 In the Login dialog box, enter the following information:

a In the User Name field, enter the application administrators user name.

b In the Password field, enter the application administrators password.

c In the Preference Server field, specify the name of the preference server if youuse BMC Remedy AR System centralized preferences.

3 Click OK.

4 If your home page does not open, perform the following steps:

a In BMC Remedy User, choose Tools > Options.

b In the Options dialog box, click the Home Page tab.




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c Select the Open Home Page Automatically option.

5 Click on the IT Home page link to open the IT Home page.

6 On the IT Home page, click the Application Administration Console link.

The Application Administration Console appears.

Performing standard configuration

BMC recommends that you add information about your organizational units in aspecific order. The order is especially crucial when you create relationships amongdifferent types of information. The Standard Configuration tab on the

Administration Console walks you through the steps required to set up a standardconfiguration. Even if you plan to customize your configuration, you start by firstperforming a standard configuration.

NoteBMC IT Business Management Suite uses the data you specify for Company andPeople in standard configuration. Support groups are required to define a person asIT staff in BMC Remedy AR System but are not used in BMC IT BusinessManagement Suite. Other configurations are required if you are using any otherBMC applications. For more information on configuring any data that is not used inBMC IT Business Management Suite, see BMC ITSM Configuration Guide.

To begin a standard configuration

1 Open the Application Administration Console.

On the Standard Configuration tab, the Configuration for Company field appearswith the company currently selected for configuration. Check marks appear nextto each configuration step completed for that company. The next step to performis described at the bottom of the tab.




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2 Select a company to configure:

a To configure a new company, click the link Click here to create and configure

a new company. For more information about configuring companies, seeConfiguring companies on page 18.

b To configure an existing company, select the appropriate company in theConfiguration for Company field.

3 To create company components, click Next Step.

The dialog box for the next configuration task appears.

Complete the steps in the order that they are listed on the tab. If you skip a step,

you might be unable to complete a subsequent step.

4 To view and modify items, click View next to the appropriate item type.

5 If you make changes, click Save.




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Performing custom configuration

After you have configured your system for standard operation, you can continue tocustomize your configuration. The Custom Configuration tab on the Application

Administration Console provides access to all of the forms that you can use toconfigure advance features.

For more information on configuring options related to BMC ITSM applications, seeBMC Remedy ITSM Configuration Guide.

For BMC IT Business Management Suite configuration, you use the customconfiguration to set up the organizational unit hierarchy.

To begin a custom configuration

1 Open the Application Administration Console.

2 Click the Custom Configuration tab.

3 Expand options in the Application Settings list to view the available options.

4 To open configuration forms, perform either of the following tasks:

Double-click an option in the list.




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Select an option in the list and click Open.

5 Complete the required information, and click Close.

Configuring companiesThe first step in standard configuration is to configure a company. Everything elsethat you configure belongs to this company. You can configure multiple companiesif your company is made up of smaller companies that are separate entities.

You can also configure multiple companies if your company is made up of largeorganizational units that need an independent data management system. In thiscase, you configure organizational units as Companies and configure a hierarchy to

indicate the relationship between these "companies". BMC IT Business Managementprovides applications to manage data in hierarchical organizational unit structure.For more information, see Defining organizational structure on page 19.

To configure a company

1 On the Standard tab of the Application Administration Console, click Click hereto create and configure a new company.

2 In the Company dialog box, select or enter a company name.

NoteThe name of the company can be either the top-level company or the name of theorganizational unit. For more information, see Defining organizationalstructure on page 19.

3 Select or enter a Company Type.

You can select one or more types in this field. The Company Type supported inBMC IT Business Management are:

Operating Company

Generic Contact

Customer

Vendor

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NoteSelecting the Company Type as Operating Company, sets the company as ITdepartment in BMC IT Business Management Suite. All other categories are set asnon-IT.

4 Click Add.

5 Repeat step 2 through step 4 until you have added all the companies you want.

6 When you are finished adding companies, click Close.

Where to go from here

After you configure a company in BMC Remedy AR System, you must create

location for the configured company. The location information is required to be ableto add people to the company in the BMC Remedy AR System. The locationinformation is not used in the BMC IT Business Management Suite.

Defining organizational structureBMC IT Business Management provides capability of hierarchical data managementand data access control. Once you define a hierarchical structure of your

organization, you can assign access control at different levels in the hierarchy. Todefine the hierarchical structure, you configure a top-level company and all theorganizational units. Next you configure the organizational units to relate to eitherthe top-level company or to other organizational units to mirror the functionalhierarchy of your organization. You can then use the organizational hierarchy to setthe required data access restrictions for the people that you add to the system.

NoteBMC recommends that you define the hierarchical structure of your organizationbefore you start adding people information to the system.

In BMC Remedy AR system, a Company name field is used to define a top-levelcompany name. Everything else that you configure belongs to this company. Toimplement a hierarchical level of data access restrictions in BMC IT Businessmanagement Suite, you use the Company field of the BMC Remedy AR system todefine both top-level company and the organizational units. You can then usecustom configuration in BMC Remedy AR System to define a hierarchy of yourorganization by creating relationships between these companies.

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NoteEven though you define the organizational units as Companies in BMC Remedy ARSystem, once you create a hierarchical relationships between these companies andthey are inherited in the BMC IT Business Management Suite, they are referred to asorganizational units within BMC IT Business Management Suite.

Defining organizational structure for a company CalbroFinancials

A company Calbro Financials has the following hierarchy:

Human Resources

Marketing

Field Support

Sales

North America Sales

East Coast Support

South America Sales

To define an organizational structure for Calbro Financials, complete the followingsteps in BMC AR system interface:

1 Configure Calbro Financials as a company. This is the top-level company.

2 Configure Human Resources, Marketing and Sales as companies. Then use thecustom configuration in BMC AR application to configure these as childcompanies of Calbro Financials.

3 Configure North America Sales and South America Sales as companies. Then usethe custom configuration to configure these as child companies of Sales. This

results in Sales being the parent company of North America Sales and SouthAmerica Sales. The top-level company is Calbro Financials.

For more information on configuring companies, see Configuring companies onpage 18.

For more information on performing custom configuration to create organizationalhierarchy, see Configuring organizational unit hierarchy on page 22.

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NoteThe Support Group Role information is not required in BMC IT BusinessManagement. It is used in other BMC applications.

6 Click Add.

7 Repeat step 3 though step 6 to add all the support groups that you require.

8 When you are finished configuring support organizations and groups for thecompany, click Close.

Configuring organizational unit hierarchyAfter you have defined companies in the BMC AR system, you must use customconfiguration to define a hierarchy of your organization.

To implement a hierarchical level of data access restrictions in BMC IT BusinessManagement Suite, you use the Company field of the BMC AR system to define bothtop-level company and the organizational units. For more information on definingcompanies and organizational units, see Defining organizational structure on page19. You can then use custom configuration in BMC AR System to define a hierarchyof your organization by creating relationships between these companies.

To configure organizational unit hierarchy

Use the Company Hierarchy Configuration form to configure the business unithierarchy for your organization. In this form, you select a top-level organization anddefine all organizations under it as child companies.

1 From the Application Administration Console, click the Custom Configuration tab.

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2 From the Application Settings list, choose IT Business Management > AdvancedOptions > Company Hierarchy Configuration, and then click Open.

The Company Hierarchy Configuration form is displayed.

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3 Select the type of company in the Type field. Selecting the type of companyenables you to narrow down the list of companies that are displayed when youselect the name of the company in the Company field.

NoteBMC IT Business Management supports four types of companies - OperatingCompany, Generic Contact, Customer and Vendor.

4 Select the name of a company in the Company field. This can be either the nameof a company or an organizational unit as described in Defining organizationalstructure on page 19.

The company that you specify in the company field is the parent company of allchild companies that you specify in this form.

5 Select Relate to specify the name of the child company.

A Company Search form is displayed. The Type field in Company Search formdisplays the Company Type that you selected in the Company HierarchyConfiguration form.

a Specify the name of the child company in the Company field.

b Click Relate.

6 Repeat the previous step for all child companies that you need to add.

7 Click Close.

Adding people informationYou can create records for both support and non-support staff. Non-support staffmembers include anyone who is not a member of the IT organization, or does notcreate or modify records in BMC IT Business Management Suite.

To add people information, you must first configure the company and locationinformation in BMC Remedy AR System. The location information is required to beable to add people to the company in the BMC Remedy AR System. The locationinformation is not used in the BMC IT Business Management Suite.

The people information that you add includes login ID and password for anyonewith access to BMC IT Business Management Suite. People information may alsoinclude each persons company, organization, support groups, permissions, accessrestrictions and selected additional information.

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Once you have created basic records of support staff using the BMC Remedy ARSystem, you can specify additional details within the BMC IT Business ManagementSuite. For more information see IT Staff Pillar in BMC IT Business Management UserGuide.

Adding people records from a template

When you create people records from a template, part of the record is filled withstandard information.

To create a people record from a template

1 On the Standard Configuration tab of the Application Administration Console,select the top-level company.

2 Click the Create link next to People.

The People form appears.

3 Click Select Template.

The Person Template dialog box appears.

4 Enter the persons first name, middle name, last name, and login ID.

For more information on creating people templates, see BMC Remedy ITSMConfiguration Guide.

5 Enter the persons phone number. Click in the phone field and press Enter.

You can select a Country Code for a phone number from the list or you can enterone manually. If you omit the phone number, it is set as unknown.

6 Optionally, enter the email address.

NoteAn email address is required to receive email notifications.

7 From the list select the appropriate template, and then click Select.

TipSome templates come with the sample data, if you chose to install it. You cancreate your own templates before adding People records using templates.




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The dialog box closes. A message describes which other fields in the People formare required, based on the template. The People form reappears.

8 Complete the required fields in the People form.

For more information about the fields, see

9 On the People form, click Add.

10 To add more people records, repeat steps 3 through 9.

11 When you are finished adding people records, click Close.

Adding non-support staffYou can create non-support staff profiles for employees, customers, and vendors inBMC Remedy AR System. Once these profiles are imported into BMC IT BusinessManagement, they are configured as clients. If non-support staff have a login ID andpassword, they can record their own data on the application console.

To add non-support staff

1 On the Standard Configuration tab of the Application Administration Console,select the correct company.

The company can be a top-level company or an organizational unit in that top-level company's organizational hierarchy.



3 Enter the persons first name and last name.

4 Select the client type. The following table lists the client types available forselection.

Client type Information required Office-Based Employee

Field-Based Employee

Contractor

Select or enter a site in the Site field.




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Client type Information required Customer

Prospect

Vendor

Site information is optional.

Home-Based Employee You must enter home information in addition to the site information.

5 Optionally, you can select a contact type, such as Sales or Technical Support.

6 Set Support Staff to No.

7 Enter the phone number. Click in the phone field and press Enter.

You can select a Country Code for a phone number from the list or you can enterone manually. If you omit the phone number, it is set as unknown.

8 Optionally, enter the email address.

NoteAn email address is required to receive email notifications.

9 If this person is a home-based employee, enter the home address and phonenumber.

10 In the Organization Information area, select the company and, optionally, selectthe organization and department.

11 In the Location Information area, select the site.

You must select a site for employees, but it is optional for customers and vendors.

12 To allow this person to log in to the system, perform the following steps:

a Enter a login ID and password.

People who have access to the People form can change their password.

b Update access restrictions to specify at least one company name for which thenon-support person has data access. The company name can represent eitherthe top-level company or the organizational units as described in Definingorganizational structure on page 19. For more information on controlling dataaccess, see Data access restrictions on page 32.




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NoteLicensing Preferences are not required for BMC IT Business Management Suiteconfiguration.

13 Click Add.

14 If you entered a login ID and password for this person, you must confirm thepassword.

15 To add more non-support staff records, repeat steps 3 through 13.

16 When you are finished adding people records, click Close.

Adding support staff

You can create people records with standard settings for support staff from theStandard Configuration tab of the Application Administration Console. If you areusing templates or want to perform custom configuration, however, complete thePeople form from the Custom Configuration tab.

To add support staff

1 On the Standard Configuration tab of the Application Administration Console,

select the correct company.

The company can be a top-level company or an organizational unit in that top-level company's organizational hierarchy.

NoteIt is important that the Company that you specify is set as Operating Company inBMC Remedy AR System. A company or organizational unit set as OperatingCompany is configured as IT department in BMC IT Business Management Suite.All other categories are set as non-IT by default. For more information on creatingcompanies with specific Company Type, see Configuring companies on page18.



3 Complete the fields as described in Adding non-support staff on page 26 withthe following exception: for Support Staff, select Yes. When you set Support Staffto Yes, the Support Groups tab appears. For support staff, you must complete the

Login/Access Details tab and the Support Groups tab.




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The following figure shows People form completed for support staff.

4 To give the person the appropriate BMC IT Business Management Suiteapplication permissions in the Application Permissions area on the Login/AccessDetails tab, click Update Permissions Groups.

The Permission Group dialog box is displayed.

a In the Permission Group field, select ITBM from permission group drop-downand then select an ITBM permission group to add.

b Click Add/Modify.

c Repeat steps a and b to add additional permission groups, if required.

d When you finish adding permission groups, click Close.

5 To restrict access to specific companies:

a In the Access Restrictions area, click Update Access Restrictions.

The Access Restrictions dialog box appears.

b In the Access Restriction field, select a company to which you want the personto have access.




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The company name can represent either the top-level company or theorganizational units as described in Defining organizational structure onpage 19.

NoteThe Access Restriction field drop-down in the Access Restriction form displaysall companies defined in BMC Remedy AR System. To ensure valid setup for aperson, the company that you select in this field must belong to the correct top-level company.

c Click Add/Modify.

d If you want the person to have access to multiple companies, repeat step bthrough step c.

e Click Close.

The Unrestricted Access field is not used in BMC IT Business Management Suite.It is required in other BMC applications.

For more information on how data access restrictions are used within BMC ITBusiness Management Suite, see Data access restrictions on page 32.

6 Relate the person to at least one support group.

This is required to identify a person as a support staff. The support groups are notused in BMC IT Business Management Suite.

To relate the person to a support group:

a Click the Support Groups tab. By default, the Support Groups sub-tab is alsoselected.

b Click Update Support Groups and Roles.

The Update Support Group Memberships and Roles form appears. This form

has two tabs. The Functional Roles tab is not used for configuring informationfor BMC IT Business Management Suite. It is used for other BMC applications.




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c In the Add Support Group Relationship area, select the Company, SupportOrganization, Support Group, and Relationship Role. The relationship rolesare informational only.

d Click Add.

TipTo change the relationship role, select the relationship from the CurrentSupport Group Relationship(s) list and click Make Associate Member or MakeMember.

e If the person belongs to multiple support groups, select the primary supportgroup record from the Current Support Group Relationship(s) list and thenclick Set to Default.

f To make the person unavailable for assigning to support specific groups, selecteach related support group from the Current Support Group Relationship(s)and click Mark Unavailable.

7 In the People form, click Add.

8 Confirm this persons password.

9 To add more support staff records, repeat steps 38.

10 When you are finished adding support group memberships and roles, click Close.




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Data access restrictionsThe system administrator assigns data access levels to each person that is added tothe BMC Remedy AR System.

In BMC Remedy AR System, as a system administrator, you set up companies torepresent your top-level company and all the organizational units. These companiesare then configured to represent the hierarchical structure of your organization. Formore information, see Defining organizational structure on page 19.

After you have defined the hierarchy of your organization, you can configure peopleinformation so as to provide access to data at specific level within the hierarchy.Setting access at company or organizational unit levels provides access to data at therequired level in a company hierarchy. People who have access restrictions set to acompany have access to data for that company and all the child companies for that

company.

NoteBy default, access restrictions are not set for a person. You must add a company (ororganizational unit) name as Access Restriction for them to gain access to data inBMC IT Business Management and to be able to log-in to BMC IT BusinessManagement Suite. In case of support staff the support group that is defined forthem becomes the default access restriction group.

You use the Access Restrictions form that you access from the People form to specifythe company name for the person being added. The added person then has access todata within that company and all the child companies (the organizational units thatfall under this company).

For more information on People form where you can specify Access Restrictions, seeAdding support staff on page 28.

NoteThe Access Restriction field drop-down in the Access Restriction form displays allcompanies defined in BMC Remedy AR System. To ensure valid setup for a person,the company that you select in this field must belong to the correct top-level company.

Once you have added a company as access restriction for a person, it appears in theAccess Restriction field in BMC IT Business Management form as Company Name.

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Configuring BMC IT BusinessManagement Suite to run in multi-tenant mode

Multi-tenancy is a feature in BMC IT Business Management Suite that enables you tosupport multiple company environments within a single BMC IT BusinessManagement Suite instance. With multi-tenancy you can not only control whichrecords and configuration data are exposed to a user, you can also configure theBMC IT Business Management Suite to cater to each company's requirements.

You can use multi-tenancy to control access in a hosted environment. For example,in a service provider environment, multiple companies might use a singleapplication, with the data for each company hidden from the other companies usingthe application. Multi-tenancy controls access to data based on the name of the top-level company. As a result, a user with access to only one company (such as Calbro)

cannot see data for another company (such as ABC Corp).

Multi-tenancy scenario example

This example uses a scenario in which a Global Service Provider provides BMC ITBusiness Management Suite for two companies, Calbro and ABC Corp as illustratedby the following figure.

Figure 1: Example of access to multiple companies

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In this scenario, some people have access to Calbro information and some peoplehave access to ABC Corp information.

This scenario includes the following people:

Admin AAdministrator who can access information only for Calbro.

Admin BAdministrator who can access information only for ABC Corp.

Calbro UserPerson who has data access only for Calbro.

ABC Corp UserPerson who has data access only for ABC Corp.

In this scenario, all administrators may work for Global Service Provider. Howeverseparate login and password information is required for accessing BMC IT BusinessManagement application for each top-level company. The Calbro or ABC Corp users

have access to data only for their own companies.

NoteDepending on the company's requirements, these users can be configured to access some or all datafor their organizational units.

Selecting the tenancy modeThe value that you select in the Tenancy Mode field on the System Settings formdetermines whether the Company field on login form defaults to a single companyor whether users must always select the appropriate company from the field. BMCRemedy AR System is installed with Tenancy Mode field set to Multi-Tenancy. Ifyou have changed this field to Single-Tenancy, complete the following steps tochange the value back to Multi-Tenancy.

NoteIn the BMC IT Business Management Suite applications, the multi-tenancy feature isalways available. Regardless of the Tenancy Mode setting in BMC Remedy ARSystem, data is segregated by company and access to data is controlled by a users

access to a company. For more information, see Data access restrictions on page 32.

To set Tenancy Mode to multi-tenancy

1 In the BMC AR system Application Administration Console, click the CustomConfiguration tab.

2 From the Application Settings list, choose Foundation > Advanced Options >System Configuration Settings - System Settings, and then click Open.

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3 On the Systems Settings form in the Tenancy Mode field, select Multi-Tenancy,and then click Save.


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Routine administrative tasksThe BMC IT Business Management Suite provides the system administrator with theability to customize applications to gain maximum benefit from the system, controlaccess to all elements of the software, import data from other sources, and performother administrative tasks. In addition to these routine administrative tasks, anadministrator-level user is responsible for a variety of customization tasks for the

modules of the BMC IT Business Management Suite.

For information about additional configuration options, consult your BMC Softwarerepresentative.

Backing up dataFollow your normal database backup procedure for protecting the data in the BMC

IT Business Management Suite. For complete data protection, BMC Softwarerecommend a full machine snapshot after installation and one full weekly backup,plus daily incremental backups.

Accessing the BMC IT Business Managementadministrative interface

After you have completed the initial setup in BMC Remedy AR System, you can loginto BMC IT Business Management Suite interface.

To access BMC IT Business Management administrative interface

1 Launch a Web browser and go to http://:/itm, wherehostname is the name of the server on which the BMC IT Business ManagementSuite is installed, andport is the configured port number.

2 Log into the BMC IT Business Management Suite using your administrator-leveluser name and password.

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3 Click the Admin link on the top navigation bar of the home page.

The System Information screen appears.

NoteThe Admin link allows access to administration functions. It appears only when auser with administrator-level permissions logs in.

The navigation pane on the left provides links to the administration functions.The System Statistics table displays a summary of the BMC IT BusinessManagement Suite elements in the BMC database.

NoteThe modules listed in the Administration navigation pane depends on whichapplication module your IT organization has licensed.

4 When you have finished performing administration functions, click the Homelink on the top navigation bar to return to the home page, or click Log Out to exitthe BMC IT Business Management Suite application.

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Setting up the delivery of alertsThe BMC IT Business Management Suite usesAlerts to send a notification or updatea value in the database. These Alerts are based on rules that are defined and

configured at installation, and are triggered as a result of events occurring in theapplication. Recipients of Alerts can set their Alert preferences to exclude a categoryof Alerts, to receive Alerts on their home pages or as email messages, and to specifythe frequency of email deliveries.

For detailed information about user configuration of Alert delivery preferences, seeBMC It Business Management User Guide.

Email Alerts cannot be delivered to a client if a valid email address has not beenspecified in the clients record. For assistance with configuring the mail server andemail addresses, refer to the BMC IT Business Managment Suite Installation Guide.

Alert rules

The BMC IT Business Management Suite is shipped with a pre-defined set of AlertRules that can be customized as required. For information about modifying orexpanding the Alert Rules for your installation, consult your BMC Softwarerepresentative.

To view the list of Alert Rules for your installation, select Alerts > Alert Rules in theAdministration navigation pane. A screen similar to the following appears,depending on the Alerts that have been configured for your installation.

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To view the details of an Alert Rule, click the Alert Rule name. The Alert RuleDetails screen appears.

The Alert Rules details can be viewed only from the Administration interface. Toadd a new Alert Rule or edit an existing Alert Rule, consult your BMC Softwarerepresentative.

Notification lists

To display the Notification Lists and their descriptions, open the Alerts folder in theAdministration navigation pane, and then click the Notification Lists link. TheNotification Lists screen appears.




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NoteA user, including any administrative-level user, will receive Late Project Alerts only

for those Projects associated with an Organizational Unit for which the user hasProject View permission.

To edit the description or the members of a Notification List

1 Click Edit on the corresponding row in the Actions column.

The Edit Notification List screen appears.

2 In the Description field, edit the text as needed.

3 Click Edit and use the chooser to add or delete list members.

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Managing global linksYou can create links in the BMC IT Business Management Suite to pertinent Internetlocations, such as the URL for your corporate site, and make them available globally.

These links will be available in the Corporate Links portlet on the home page.Individual users can choose to include this portlet on their customized home pages,but they cannot edit these links. Users can create their own links in the My Linksportlet, which is also available for display on their home pages.

To create and manage a global link

1 Select Portlets > Global Links in the Administration navigation pane.

The Global Links screen appears.

2 Click Add to add a line.

3 Double-click in the Name cell on the new line and enter a name for the link.

4 Double-click in the URL cell on the new line and enter a fully qualified URL.

5 To change the order of multiple links, select the row, and then click the up ordown arrow to change the position of that row.

6 To delete a link, click Delete on the corresponding row in the Actions column.

7 When you have finished, click Save, or click Reset to revert to the last savedvalues.

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Customizing values and labelsThis section describes how to customize values in selection lists in the BMC ITBusiness Management Suite.

Modifying values in the selection lists

The BMC IT Business Management Suite uses drop-down lists from which the userchooses values for the fields in the BMC IT Business Management Suite and theapplication modules. You can modify the values in these pre-configured lists tocorrespond to the terminology used in your organization.

Modifying values in selection lists can potentially impact system Alerts andNotifications. If you change the values in any selection lists, review the Alert Rulesfor your installation to make sure they reflect these changes. For information aboutviewing the Alert Rules, see Alert rules on page 39. To modify the Alert Rules,consult your BMC Software representative.

For information about the flex-fields feature that allows you to add or modify fieldson screens in the BMC IT Business Management Suite modules, see Customizingterms and fields on page 119. Any values you add to flex-fields will appear onlyafter the flex-field has been implemented for your installation.

To modify the values in the selection lists

1 In the Administration navigation pane, open the folder that corresponds to themodule that contains the selection list you want to modify.

2 Open the Selection Lists folder.

3 Click the name of the list you want to modify.

For example, when you select Application > Application Status, the ApplicationStatus table appears.

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4 Follow the instructions below for the task you want to complete. At any time, youcan revert to the last saved values by clicking Reset on the bottom of the screen.

a To modify a value or its description, double-click in the cell and enter a new

value.

b To change the default value, double-click in the corresponding cell in theDefault column, and then click the check box that appears. Click outside thecell to finish the change.

c To change the order, select the row, and then click the up or down arrow tochange the position of that row.

d To add a value, click Add at the top of the table.

A new row appears, which includes a Delete button in the Actions column.

Click in the Name cell and enter a name to replace .

Click in the Description cell and enter a description to replace .

e To delete a value that you have added, click the corresponding Delete buttonin the Actions column.




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NoteYou can delete a value only BEFORE you save it to the database (by clickingSave). After a new value is saved to the database, it cannot be deleted.

f To add or modify a color value, double-click in the Color cell and select anycolor from the palette. You cannot add, edit, or remove colors from the palette.

g To add an icon, double-click in the Icon cell and select an icon from the palette.You cannot add, edit, or remove icons from the palette.

h Some selection lists, currently limited to VRM-related selection lists, providean Is Active column. The column is used to designate whether selection list-specific business logic should be applied to values that you have specified.

Effects of the Is Active? column:

Contract Status

For any status for which the Is Active flag is selected, the Contract should beincluded in the totals on the Vendor Impact screen.

Obligation Status

For any status for which the Is Active flag is selected, Obligation Remindersare turned off.

To select the Is Active flag, double-click on the corresponding row in the IsActive? column, and then click the check box.

5 For those selection lists that include subtypes, the selection list table displays eachsubtype as Type::Subtype and includes all the subtype values.

To add a subtype:

a Click Add, select To this group from the drop-down list, and then follow theinstructions in Step 4 d.

b To add a value to the subtype list, click Add in the corresponding subtypeheading, or click Add in the type heading and select the subtype from the drop-down list.

6 When you have finished making changes to the selection list values, click Save tosave your changes to the database.

NoteAfter a new value has been saved to the database, it cannot be deleted.




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Configuring financial settingsSome financial settings in the BMC IT Business Management extend beyond theBMC Financial Planning and Budgeting module. For example, BMC Demand and

Resource Management can include data from the fiscal calendar, multiple currencies,general ledger accounts, and exchange rate tables.

Setting the fiscal calendar

Use the procedure in this topic to set the calendar for the fiscal year.

To set the calendar for the fiscal year

1 Select Financial Settings > Fiscal Calendar in the Administration navigation pane.

The Fiscal Calendar screen appears.

2 Select the first month of your organizations fiscal year from the First Month inFiscal Year drop-down list.

3 Enter the beginning fiscal year in the First Fiscal Year field.

4 Enter the ending fiscal year in the Last Fiscal Year field.

5 Click Save.

Managing general ledger accounts

Use the procedure in this topic to manage general ledger accounts.

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To customize the general ledger accounts

1 Select Financial Settings > General Ledger Accounts in the Administrationnavigation pane.

The General Ledger Accounts screen appears.

This screen displays the hierarchy of General Ledger Accounts. By default, the listdisplays only the top level of the hierarchy.

2 To create a new account, click New.

The New General Ledger Account screen appears.

3 Enter a name for the account in the Name field.




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4 Enter the account code in the Account Code field.

5 Enter descriptive text in the Description field.

6 Click Edit in the Parent field, and use the chooser to select the parent account.

Selecting a parent account creates the account hierarchy.

NoteMake sure you create hierarchies from the top down, because you cannot changethe parent account after it has been set and saved.

7 Click Save to save your selection and close the chooser.

8 Select the account type from the Type drop-down list.

9 To save the information you entered and create a new general ledger account,click Save and New.

10 When you have finished creating general ledger accounts, click Save and Done.

Viewing general ledger account details

Use the procedure in this topic to view the details of a general ledger account.

To view the details of a general ledger account

1 Select the account in the Name column on the General Ledger Accounts screen.The General Ledger Account Details screen appears.

Editing general ledger accounts

Use the procedure in this topic to edit a general ledger account.

To edit a general ledger account

1 Click Edit on the General Ledger Account Details screen.

The Edit General Ledger Account screen appears.




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2 Enter your changes in the Name, Account Code, or Description field.

3 Click Save to save your changes and exit the Edit General Ledger Account screen.

Deleting general ledger accounts

Use the procedure in this topic to delete a general ledger account.

NoteYou cannot delete a General Ledger Account that is being used in the application.

To delete a general ledger account

1 Click Delete on the General Ledger Account Details screen.

2 Click OK to confirm the deletion.

Configuring multiple currencies

If your installation of the BMC IT Business Management Suite supports multiple

currencies, you can select the list of currencies that will be available for all the usersin your organization. You can also create and manage the Exchange Rate Tables thatdetermine the conversion rates between those currencies for each month or quarterwithin the Fiscal Calendar that was configured for your organization.

When the BMC IT Business Management Suite was installed, your organizationmade decisions about the Fiscal Calendar, such as the first month of each fiscal yearand whether the fiscal periods are months or quarters. After installation, thesevalues cannot be changed. However, you can continue to adjust the duration of yourFiscal Calendar, shifting the starting year into the past and the ending year furtherinto the future. Due to interdependencies between the Fiscal Calendar, Budgets, Line




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Items, and Exchange Rate Tables, you cannot shorten the Fiscal Calendar afterinstallation, only extend it.

For information about lengthening the Fiscal Calender after installation, see Settingthe fiscal calendar on page 46.

Any number of currencies can be enabled in addition to the Book Currency, which istypically the primary accounting currency of your organization.

To configure the selection of multiple currencies

1 Select Financial Settings > Currencies in the Administration navigation pane.

The Currencies screen appears.

If a currency has been fully enabled in Hyperion Essbase, the correspondingcheck box in the Essbase Enabled column is selected.

2 Select the corresponding check boxes in the Enabled column to enable anyadditional currencies. The Book Currency, which was identified at installation, isalready enabled. After a currency has been selected and saved, it cannot bedisabled.

3 Click the option button in the Book column that corresponds to the currency youwant to designate as the Book Currency. Selecting a currency as the BookCurrency automatically enables it.




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NoteChanging the selection for Book Currency should be done only before defining orimporting the Exchange Rate Tables. Changes to the Book Currency setting willresult in invalid exchange rates in any pre-existing Exchange Rate Tables.

4 To change the number of decimal places that will be displayed for a currency,enter a new value in the Fractional Digits column, from 0 to 9.

NoteValues that are converted between currencies will be rounded to the maximumnumber of specified fractional digits.

5 Click Save.

Managing the exchange rate tablesExchange Rate Tables provide the information required to convert a cost recorded inone currency to another currency. Users will be able to view rolled-up costs andreports in the preferred currency they select. As an administrative-level user, youwill be responsible for creating and maintaining the Exchange Rate Tables, either bymanual entry or staging table import.

In a typical deployment, a single Exchange Rate Table is created and updatedperiodically. The administrator adds the latest rates to this table for each new fiscalperiod over time. The resulting table reflects how actual rates have changed overtime. This approach is straightforward, but has the disadvantage that certainorganizations (especially those using year-to-date average rates) lose historicalinformation regarding planning and actual rates that were in effect at a given periodin the past.

Organizations that have a requirement to keep a more complete record of rates thatwere in effect for any past period can create a unique Exchange Rate Table for aspecified Effective Fiscal Period. Thus, an organization could capture the complete

set of exchange rates at a given point in time. For example, it could capture the forward-looking or planning rate for February 2005 that was used in January of 2005. Theorganization could then perform financial analysis on Project or DepartmentBudgets under the rate conditions that were assumed at the time the budget wasplanned, even many years later. In effect, Exchange Rate Tables are snapshots ofexchange rates as they existed in their Effective Fiscal Period. This information couldbe used to determine whether cost overruns or surpluses were due to exchange ratefluctuations or true cost variations.

Your organization can have a maximum of one Exchange Rate Table for each periodof the Fiscal Calendar. Each Exchange Rate Table is associated with an Effective

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Fiscal Period, which is the period of time during which those rates were the mostaccurate or current.

Each Exchange Rate Table is a grid that consists of a column for every enabledcurrency and a row for every fiscal period in the Fiscal Calendar. The cell at each

intersection of the grid contains the exchange rate multiplier of the correspondingcurrency that produces the accurate Book Currency for costs that occur in thecorresponding fiscal period. Any costs that occur outside the Fiscal Calendar or donot have a specified fiscal period are converted using the latest exchange rate in theDefault Exchange Rate Table.

NoteExchange Rate Tables are displayed only if more than one currency has been enabled.

Viewing the list of exchange rate tables

Use the procedure in this topic to view a list of exchange rate tables.

To view the list of Exchange Rate Tables

1 Select Financial Settings > Exchange Rate Tables in the Administration navigationpane.

The Exchange Rate Tables screen appears.

This screen displays the list of existing Exchange Rate Tables. From this screen,you can add, edit, and delete Exchange Rate Tables. However, you cannot deletethe current Exchange Rate Table or any Exchange Rate Table that has beenreferenced by another object in the system, such as a Planning Scenario.




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2 Click Copy in the row of the latest Exchange Rate Table, or click New.

The Copy Exchange Rate Table or New Exchange Rate Table screen appears:

The values in an Exchange Rate Table are the multipliers to convert the currencyin that column to the Book Currency for costs that have accrued during the fiscalperiod represented by the row. Any cell that contains inherits its valuefrom the cell above it. The first row of any Exchange Rate Table must containnumerical values, because there are no earlier cells from which to inherit the values.

3 Select the fiscal period and year from the Effective Fiscal Period drop-down lists.These selections will become the name that identifies this table.

4 Enter the current conversion rates.

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NoteWhen you create a new Default Exchange Rate Table, the BMC IT BusinessManagement Suite updates all the cached values that are based on the rates inthat table. This action runs as a background process, so all affected screens willnot update immediately. You can continue to work in the application, but

performance may be affected. The update process could take from severalminutes up to several hours. To avoid performance issues, create new DefaultExchange Rate Tables at the end of a day or stage the rate import for off-work hours.

Updating existing exchange rate tables

To update the conversion rates manually for a fiscal period, edit the Exchange RateTable that is effective for that period.

To edit an existing Exchange Rate Table

1 Select Financial Settings > Exchange Rate Tables in the Administration navigationpane.

The Edit Exchange Rate Table screen appears.

The values in an Exchange Rate Table are the multipliers to convert the currencyin that column to the Book Currency for costs that have accrued during the fiscal




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period represented by the row. Any cell that contains inherits its valuefrom the cell above it. The first row of any Exchange Rate Table must containnumerical values, because there are no earlier cells from which to inherit the values.

2 Replace the values with current rates that are available to you.

3 When you have finished entering conversion values, click Save and Refresh Cacheto save your entries.

NoteEvery time you update (edit) the Default Exchange Rate Table, the BMC ITBusiness Management Suite updates all the cached values that are based on therates in that table. This action runs as a background process, so all affectedscreens will not update immediately. You can continue to work in the application,but performance may be affected. To avoid performance issues, update rates atthe end of a day or stage the rate import for off-work hours.

Specifying report access settingsThe BMC IT Business Management Suite supports the display of reports in multiplelanguages. If your installation supports a language into which the BMC IT BusinessManagement Suite has been translated (currently, Japanese), you need to create aseparate Report User for each installed and supported language. Every user whologs in to the BMC IT Business Management Suite is automatically mapped to theReport User that corresponds to the locale the user selected in Preferences on thehome page. If more than one Report User exists for a single locale, a drop-down listoffers the choice when the user selects the Standard Reports or Advanced Reportsresource. Typically, Report Users are created at the time of installation, but you canadd a Report User any time. For every Report User that is created in BusinessObjects, repeat the following procedure to add the user to the application.

To add a new Report User

1 Select Report Settings in the Administration navigation pane.

The Report Users screen appears.

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2 Click New.

The New Report User screen appears.

3 In the Username field, enter a username that was created under the General Usersgroup in Business Objects, typically when the BMC IT Business managementSuite was installed.

4 In the Password field, enter the password that was created for the username.

5 To specify that this Report User belongs in the Advanced Reports resourcecategory, select the Advanced User check box.

6 In the Server Name field, enter the name or IP address of the Business Objectsserver.

7 Select a language from the Locale drop-down list. This list includes onlylanguages that are enabled on the server.

8 In the Date Format field, enter the date format that you want to be used on thereports, for example, mm/dd/yyyy.

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9 In the Description field, you can provide additional information, such as text thatwill assist the user to select a Report User.

10 Click Save.

NoteIf the network connection to the Web Intelligence server is disrupted, restart theserver to restore the report screens.

Specifying application server parametersettings

Use the procedure in this topic to change the server parameter settings for yourinstallation.

To change the server parameter settings for your installation

1 Select Server Parameter Settings in the Administration navigation pane.

The following screen appears.

2 In the Fully Qualified DNS Name field, replace Default Value with the fullyqualified domain name.

3 Enter the HTTP port number in the HTTP Port Number field.

4 Enter the port number used for HTTPS or SSL port in the HTTPS Port Number orSERVER_SSL_PORT field.

5 Enter Y or N in the SSL ENABLED field.

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6 Enter the URL for the Analysis (Hyperion Analyzer) server in the Analysis URLfield.

7 Click Save to save the values you entered, or click Reset to restore the last savedvalues.




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Creating attachment groups anddocument templates

The Administration interface of the BMC IT Business Management Suite provides amethod for attaching and grouping documents and links to various elements of theapplication.

Managing attachment groupsSome projects and other elements of the BMC IT Business Management Suite maygenerate a large amount of supporting documentation that needs to be organizedand readily accessible. Grouping these documents allows users to specify and storerelated materials for easy access. A number of default attachment groups areincluded in the BMC IT Business Management Suite, but you can edit or delete any

of these groups and add new groups.NoteThe maximum size of an attachment must be set by your BMC Softwarerepresentative during configuration of the BMC IT Business Management Suite. Thedefault maximum size is 20 MB. For information about changing the maximumattachment size, refer to the BMC IT Business Management Suite Installation Guide.

To view the Attachment Group window, select Documents > Attachment Groups inthe Administration navigation pane. The Attachment Groups window appears.

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To search by the name of an attachment group, select the Name check box in theSearch by field, enter an attachment group name, and then click Search.

Adding attachment groups

Use the procedure in this topic to add an attachment group.

To add an attachment group

1 Click New on the Attachment Groups screen.

The New Attachment Group screen appears.

2 Enter a descriptive name in the Name field.

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3 Select an BMC IT Business Management Suite object from the Object drop-downlist to associate with this group.

4 Enter a numerical value in the Position field. The order you specify here willdetermine the order in which the attachment group appears on the screen in

relation to the other attachment groups associated with the same object.


6 To save the information you entered and add another attachment group, clickSave and New.

7 When you have finished adding attachment groups, click Save and Done.

Editing attachment groups

Use the procedure in this topic to edit an attachment group.

To edit an attachment group

1 Click Edit in the Actions column associated with the attachment group you wantto edit. Alternatively, you can click Edit on the Attachment Groups detail screen.

The Edit Attachment Group screen appears.

2 Edit the information in any field.

3 Click Save and Done or Save and New to save the information and exit the EditAttachment Group screen.

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Deleting an attachment group

Use the procedure in this topic to delete an attachment group.

To delete an attachment group

1 Click Delete on the corresponding row in the Actions column on the AttachmentGroups screen.

2 Click OK to confirm the deletion.

NoteAn Attachment Group cannot be deleted while it is in use.

Managing document templatesYou can create templates for supporting documentation that needs to conform tointernal formatting standards and attach these templates to selected attachmentgroups. The template will then be available for users who want to attach supportdocuments to the corresponding object in the BMC IT Business Management Suite.You can add multiple document templates to an attachment group.

Adding document templates

Use the procedure in this topic to add a document template.

To add a document template

1 Select an attachment group on the Attachment Groups window.

The Attachment Group details window appears for the attachment group you

selected.

2 Click Add on the Templates title bar.

The Add Attachment for Attachment Group window appears.

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3 Enter a name for the template in the Name field.


5 Enter a path or click Browse in the File field to locate and select the file that willbecome the template.

6 Select the Reviewed check box to indicate that this template has been reviewed, ifapplicable.

7 Select the draft status of the template from the Status drop-down list.

NoteThe Version Notes field is not applicable to document templates.

8 To add another template to the same attachment group, click Save and New.

9 When you have finished adding templates to this group, click Save and Done.

Viewing document templates

Use the procedure in this topic to view the document templates.