Accessing BigFix CLM

Get the URL and user credentials for HCL BigFix CLM.

Reach out to the person who has configured HCL BigFix CLM or drop an email to: HCL BigFix CLM-Product-Supp@hcl.com

  1. Launch a web browser (Chrome, Mozilla, or Edge) and use the HCL BigFix CLM URL and user credentials to login to the system.
  2. Enter the Email ID .
  3. Click Next
    Figure 1. HCL BigFix CLM Login Page
  4. Enter Password.
    Note:
    For security purposes, it is advised to change the password frequently, at least once a month, to keep the hackers out of the system and to log off when the application is not being used.
  5. Select the Authentication Type . The following authentication types are available for login:
    Table 1. Approver Module Authentication Type
    Authentication Type Description
    Form Based It provides a mechanism to authenticate the user through the credentials which are stored in the database
    LDAP It provides a mechanism to authenticate the user to login through Active Directory (AD) credentials
    SAML Based Authentication It provides a mechanism to authenticate users through the third -party Identity Access Management (IAM) which supports SAML based authentication
    Note:

    If there are no login credentials, then drop an email to bigfixclm-prodsupport-team@hcl-software.com.

    If the login type is Form Based , no domain selection is required.

    If the login type is LDAP, domain credentials need to be entered with domain selection.

    If the login type is SAML, user gets re-directed to the authentication page.

    Figure 2. HCL BigFix CLM Login Page
  6. Click Login.
  7. On successful login, HCL BigFix CLM homepage for Business Approver appears, as shown below.
  8. The following are the options that are available for Business Approver:
    • My Reports
    • Service Catalog
    • My Account
    • Cloud Advisory
    • Help
      Figure 3. My Approval

Approval

Approval screen appears with the following options:

My Pending Approval

This section explains the steps to approve the pending requests or necessary actions that need to be taken by the business approvers.

  1. On the My Approval screen, click My Pending Approvals.
  2. Select the Platform or Request Number and click Go.
    Figure 6. Pending Approval

Refer to the following table to understand the fields mentioned in the above figure.

Table 2. Pending Approval Fields
Fields Description
Request Number ID of the Service request
Request ID ID of the Service request
Cloud Account Name of environment (cloud endpoint).
Platform Name of Cloud service providers
Requested Action Task to be performed
Object Type Name of the object against which service request has been raised
Request Date Date on which the request has been created
Requester Name Name of the person who has created the request
Status Status of the request
Action It allows the Approver to take actions like Approve, reject or refer back the request

A Business Approver performs the following actions regarding the pending request:

  1. Approve Requests: To approve a request, the user needs to follow the steps:
    1. Click Approve () against the request ID that needs to approve.
    2. A window pops-up with a summarized view.
    3. If required, enter Remarks in remarks box and click Approve.
      Figure 7. My Pending Approval (Cont.)
    4. Selected Request Id has been approved and moved from My Pending Approval to Approval History.
    5. A success message box appears on the following screen.
  2. Reject Requests: To reject a request, perform the below steps:
    1. Click Reject () against the request ID.
    2. A window pops-up with a summarized view.
    3. If required, enter Remarks in remarks box and click Reject.
    4. Selected Request ID gets rejected.
      Figure 8. Pending Approval (Cont.)
    5. A success message box appears on the screen.
  3. Refer Requests: To refer a request, perform the below steps:
    1. Click Refer back () against the request ID.
    2. A window pops-up with request details.
    3. If required, enter Remarks in remarks box and click Refer back.
      Figure 9. Pending Approval (Cont.)
    4. Selected request Id has been referred and the requester gets a notification with the remarks for further actions to be taken on it.
    5. A success message box appears on the screen.
      Figure 10. Pending Approval (Cont.)
Note:
All fields marked with an asterisk (*) are mandatory.

Approval History

This section details the steps to view the actions that have been taken by Business Approver against service requests.

  1. On the My Approval screen, click My Approval History.
  2. Select the Platform or Request Number and click Go.
  3. Click on Request ID.
    Figure 11. Approval History

    Refer to the following table to understand the fields mentioned in the above figure.

    Table 3. Approval History
    Fields Description
    Request ID ID of the request created
    Cloud Account Name of environment (cloud endpoint).
    Platform Name of Cloud service providers
    Requested Action Task to be performed
    Object Type Name of the object against which service request has been raised
    Request Date Date on which the request has been created
    Requester Name Name of the person who has created the request
    Approval Stage Describe the name of the Approval Stage on which Approval is provided
    Approval Date Date on which Approval is provided
    Status Displays the status of the request

    The Order History window appears.

    Figure 12. My Approval History (Cont.)

    Refer to the below table to understand the fields mentioned in the following table in the above figure.

    Table 4. My Approval History
    Fields Description
    Request ID Unique request ID
    Date Approval date (post approval)
    Status Status of the request

My Reports