BMC Helix ITSM - Smart Reporting 19.x: Fundamentals Administering
BMC Remedy Smart Reporting is an easy-to-use report writer for non-technical users, delivering drag-and-drop simplicity for formatting and data selection. It is designed to reuse components, such as Source Connections and Views.
This two-day course provides students with the information and hands-on lab exercises for administering BMC Remedy Smart Reporting.
This course is applicable primarily to the Administrators who are responsible for onboarding, offboarding and configuring BMC Remedy Smart Reporting. The learners will be guided on how to manage content, work with views, optimize product performance, troubleshoot, and perform other administering tasks.
Major release:
BMC Helix ITSM 19.x
Recommended Prerequisites:
Good for:
Administrators
Course Delivery:
Instructor-Led Training (ILT) | 16 hours
Course Modules
-
Introduction to BMC Remedy Smart Reporting
- BMC Remedy Smart Reporting Overview
- Accessing Reports
- Collaborating with BMC Remedy Smart Reporting
-
BMC Remedy Smart Reporting Onboarding
- Deployment and Onboarding Overview
- Configuring Secured Login (SSL)
- Onboarding Users
- Importing Content
- Configuring Mid Tier and Verifying Onboarding
-
Creating Content
- Define views and its components
- Various field types
- Steps involved in view design methodology
- Steps to create and edit a view
- Steps to create a custom report
- Steps to create a dashboard tab
-
Configuring BMC Remedy Smart Reporting
- Steps to complete the configuration after onboarding of BMC Remedy Smart Reporting
- Access Filters for reports
- Steps to set row-level security variables
- Steps to update cross-launch settings
-
BMC Remedy Smart Reporting Administration Console
- Administration Console features and functionality including:
- Main Panel items
- Configuration and Administration options
- Additional functionality available to a Super Admin
- Updating view references to a custom view
- Steps to create a view for an archive form
- Geo Packs overview
- Importing Storyboard themes
- Administration Console features and functionality including:
-
Additional Administrative Tasks
- Configuration of BMC Remedy Smart Reporting log settings
- Updating the Data Source connection password
- Changing the frequency of the user sync job
- Changing the BMC Remedy Smart Reporting Super Admin password
- Setting up Audit Reports
- Optimizing BMC Remedy Smart Reporting performance
- Troubleshooting steps for most commonly observed Smart Reporting issues