Setting up Foundation data about the people in your company
Foundation data contains the information such as people in a company and their attributes. It contains the common data elements that are required for the data structure used by BMC Helix Business Workflows.
Foundation data consists of the following elements:
- Organization—Represents a group of people with a particular purpose.
- Person—Represents both users and non-users of an application.
- Location—Represents a physical place or site as well as a collection of sites or geographical regions.
- Categorization—Represents a means of classifying people or objects who have shared characteristics.
- Geography—Represents the geographic location of an organization or person by identifying the country, state, region, and city. This information is used by the Locations data element to represent the physical location of an organization or person.
For more information about Foundation data elements, see Foundation data reference.
As an administrator, you must set up Foundation data for BMC Helix Business Workflows after BMC provisions and activates your system.
BMC Helix Business Workflows requires BMC Helix Digital Workplace Advanced which uses Remedy ITSM to maintain Foundation data. You can upload existing Foundation data from your BMC Remedy IT Service Management (ITSM) system, or you can upload fresh data into Remedy ITSM Suite and sync it with BMC Helix Innovation Studio. You must define the Foundation data elements company, region, site, and person in the ITSM and sync it with BMC Helix Innovation Studio. You must add the Foundation data elements categories and support groups in BMC Helix Business Workflows.
The following figure describes the different actions that you can take to set up Foundation data for the product and their results:
