BMC Helix Digital Workplace 22.x: Fundamentals Administering for Advanced License

• Describe BMC Helix Digital Workplace overview and features
• Explore the product roles and administrative functions
• Understand multitenancy and subtenants
• Understand BMC Helix Digital Workplace Integrations
• Rebrand the User Interface
• Configure localization
• Set up the Catalog page
• Set up help Desk Appointments
• Set BMC Helix Digital Workplace end user features
• Configure the Search functionality
• Enable Self-help Resources
• Set up locations
• Add and manage assets and create actions
• Add services and create actions
• Configure approvals for business approvers
• Configure and customize status updates and notifications for end users
• Create broadcasts in BMC Helix Digital Workplace and Smart IT
• Generate Active User and Self Registered User Reports
• Work with logs

Administrators
 

Course Modules Module 1: Getting Started with BMC Helix Digital Workplace

• Understand BMC Helix Digital Workplace concepts and features
• Identify BMC Helix Digital Workplace version and license entitlements
• List the product roles
• Explore the functions of an administrator
• Discuss BMC Helix Digital Workplace Use cases

Module 2: Granting Access to BMC Helix Digital Workplace

• Set up Admin Authentication
• Understand Multitenancy
• Explore the list of providers
• Understand BMC Helix Digital Workplace Integrations

Module 3: Configuring the User Interface

• Rebrand the user interface
• Set up the Catalog page
• Set up Contact IT button
• Create General help contacts
• Browse Categories button
• Configure Landing Page
• Set Help Desk Appointments
• Configure Localization
• Customize Appointment, Catalog, Global Search, My Activity and My Stuff tabs
• Add Privacy Notice and Policy

Module 4: Managing End User Features

• Manage end user Profile Data
• Set Menu bar features - Shopping cart and Live Chat
• Configuring Impersonation View
• Configure end user display settings
• Configure fulfilment details of requests
• Update attachment settings of requests
• Enable Sign Out option
• Enable Cancel Request option
• Enable Request again
• Reopening a Request
• Set Priority Labels for requests
• Manage posts and social activities
• Configure the Search functionality

Module 5: Enabling Self Help Resources

• Enable and configure Self Help Resources
• Work with Knowledge Articles
• Create Catalog section for Knowledge Articles
• Specify Search Logic for BMC Helix ITSM:Knowledge Management Records
• Describe integration with BMC Helix ITSM: Knowledge Management
• Enable/Disable Similar Knowledge Article Option
• Create how-to resources of external links
• Hide URLs on the Catalog tab and in Search Results

Module 6: Configuring Locations, Assets, and Services

• Verify and enable Google map licenses
• Set up locations and floor maps
• Add assets and create asset actions
• Add multiple assets
• Make Asset room reservations
• Create Asset actions
• Action Tags and Asset Tags
• Create Asset Profile Links to Self-help Resources
• Manage Assets
• Configure Crowdsourced assets
• Add services
• Configure Service health
• Set Service Health Status

Module 7: Notifications and Broadcast Messages

• Configure status updates and default notification settings
• Customize Email, Push and In-app Notifications
• Create broadcasts in BMC Helix Digital Workplace and Smart IT
• Understand the integration of broadcasts with BMC Helix ITSM and BMC Helix ITSM: Smart IT

Module 8: Configuring Approvals for Business Approvers

• Configure approvals for BMC Helix Digital Workplace
• Configure On Hold button for approval requests
• Reassign approvals
• Enable Comments for Approval Request Rejection
• Delegate business requests to alternate approvers
• Enable Change Request Approval Configuration

Module 9: Reporting and Troubleshooting

• Generate Active User reports
• Generate Self-Registered User Reports
• Google Analytics Tracking
• Work with logs