Accessing HCL 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 bigfixclm-prodsupport-team@hcl-software.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.
    Remember:
    Change the password frequently, at least once a month, to keep hackers out of the system. When the application is not being used then log out.
  5. Select the Authentication Type . The following authentication types are available for login:
    Table 1. Technical Approver: 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 LDAP , domain credentials need to be entered with domain selection.

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

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

    Figure 2. HCL BigFix CLM Login Page (Cont.)
  6. Click Login.
  7. On successful login, HCL BigFix CLM homepage for technical approvers appears, as shown below.
    Figure 3. Technical Approver
  8. The following options are available for Technical Approver:

My Account

This section details out the steps required to manage the service requests that were submitted by Requester.

My Approvals

On the main menu bar, click My Account and then click My Approvals.

The My Approvals screen appears with the following options:

Button like Edit/Approve is not visible then check the Organization configuration.

Figure 4. My Approval

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

Fields Description
Request ID Displays the ID-number of the request created
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 Displays the action requested by requester
Object Type Displays the type of the infrastructure resource
Request Date Date on which the request has been created
Requester Name Name of the person who has created the request
Status Displays the status of the request placed
Action It allows the user to take actions like mark as Complete, reject or refer the request.

My Pending Approval

This section explains the steps required to manage pending requests and necessary actions that need to be taken against the requests.

  1. On the My Approval screen, click My Pending Approvals.
    Figure 5. My Pending Approval

A Technical Approver performs the following actions on the pending request:

  1. Approve Requests: To approve a request, the user needs to follow the steps:
    1. Click Approve () against the request ID.

    2. A window pops-up with a summarized view.

    3. If required, enter Remarks in remarks box.

    4. Click Approve.
      Figure 6. Requester Approver Comments

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

      Table 2. My Pending Approval
      Fields Description
      Provision Date Date on which resource has been requested
      Period The lease period for which a resource is required
      Period Value Time period for the selected resource i.e., months, days, weeks, or years
      Region Lists the Geographical presence of native cloud providers
      Location Data center location associated with request
      Service Plan Resource category created by the provider i.e., platinum, gold, or bronze
      Cost Type Cost model as Pay as you go, or allocation based
      VM Display Name Name to be displayed against the Resource being created
      Remarks Additional information provided by the requester
      Size Compute the size of requested resource
      Cluster List the vCenter cluster
      Storage List the data stores associated with clusters
      Network Lists of the network associated with cluster
      Remarks Provide the additional requests if any
  2. The selected request ID has been approved and moved from My Pending Approval to Approval History.
  3. A success message box appears on the screen.
    Figure 7. My Pending Approval
  4. Reject Request: To reject a request, perform the following 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. My Pending Approval (Cont.)
      Figure 9. My Pending Approval (Cont.)
      Figure 10. My Pending Approval (Cont.)

      A success message box appears on the screen.

      Figure 11. My Pending Approval (Cont.)
  5. Refer Requests: To refer a request, follow the below steps:
    1. Click Refer back () against the request ID. A window pop-up with request details.
    2. If required, enter Remarks in remarks box and click Refer back.
    Figure 12. My Pending Approval (Cont.)
    Figure 13. My Pending Approval (Cont.)
    Figure 14. My Pending Approval (Cont.)
  6. Selected request Id has been referred to and the requester gets a notification with the remarks for further action to be taken on it.
  7. A success message box appears on the screen.
    Figure 15. My Pending Approval (Cont.)
    Note:

    All fields marked with asterisk (*) are mandatory. The above process is for VMware; Fields may vary in the case of other cloud providers.

My Approval History

This section details out the steps required to view the actions that have been taken by technical Approver on the service requests.

  1. On the My Approval screen, click My Approval History.
    Figure 16. My Approval History
  2. It lists down all the approved requests approved by self or others.
  3. Refer to the table below to understand the fields mentioned in the above figure.
    Table 3. My 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 Action requested by requester
    Object Type Type of the infrastructure resource
    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 Status of the request (username of approval)
  4. Click on Request ID.
  5. The Order History window appears.
    Figure 17. My Approval History (Cont.)

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

    Table 4. My Approval History
    Fields Description
    Activity Activity type for the request
    Request ID Unique request ID
    Date Approval date; appears post approval
    Status Status of the request

IT Verification

This section provides the IT Admin to verify, approve, and request action(s) to the resources, once all the Task(s) in the request has successfully been completed.

Only those requests will be sent to IT Verification where Provider Admin has confirmed the Organization with IT Verification Enabled.

  1. On the main menu bar, click My Account and then click IT Verification.
  2. The IT Verification screen appears with the following options:Refer to the below table to understand the fields mentioned in the above figure.
    Table 5. IT Approval
    Fields Description
    Platform Name of Cloud service providers
    Object Type Displays the type of the infrastructure resource
    Request Number ID of the Service request
    Requester Name Name of the person who has created the request
    Request Date Date on which the request has been created
    Platform Name of Cloud service providers
    Entity Type Code Code of the Cloud service providers
    Item No Item number of the request
    Computer Name Name of the computer
    Approve Action Button – To approve the Resource Provisioning
    Action It allows the user to take actions. Only those actions will be listed on this screen for which Provider admin has marked “IT Verification Enabled”
    Grid Column Setting

My Pending Approval

This section explains the steps required to approve the pending requests and necessary actions that need to be taken against the requests.

  1. On the IT Approval screen, Click My Pending Approvals.
    Figure 19. IT Verification - My Pending Approval

    A Technical Approver performs the following actions on the pending request:

  2. To approve a request, the user needs to follow the steps:
    1. Click Approve () against the request ID.
    2. A window pops-up with a summarized view.
    3. If required, enter Remarks in remarks box.
    4. Click Save.
      Figure 20. IT Verification – Approval Popup

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

    Table 6. My Pending Approval
    Fields Description
    Request No ID of the Service request
    Object Id Object Id, Unique Id of the object on which Action is performed.
    Create Date Date on which resource has been requested
    Requester Name Name of the person who has created the request
    Remarks Additional information provided by the IT Admin
    Save Button to complete the Approval process
    Cancel Button to terminate the Approval process.
  3. The selected request ID has been approved and moved from My Pending Approval to Approval History.
  4. A success message box appears on the screen.
  5. Raise Action Requests: To raise an Action Request on the requested Resource kindly refer to Virtual Machines Actions.

My Approval History

This section details out the requests that have been approved by technical Approver on the IT Approval My Pending Approvals

  1. On the IT Approval screen, click My Approval History.
    Figure 21. IT Approval - My Approval History
  2. It lists all the approved requests.
  3. Refer to the table below to understand the fields mentioned in the above figure.
    Table 7. My Approval History
    Fields Description
    Request No ID of the request created
    Requester Name Name of the requester who has placed the request.
    Request Date Date on which the request has been created
    Approval Date Date on which the request has been approved.
    Approved By IT Admin who has approved the request
    Platform Name Name of Cloud service providers
  4. Click on Request No..
  5. The Order History window appears.
    Figure 22. IT Approval – Order History

My Reports