Configuring SmartSync - BETA

SmartSync - BETA enables you to import data and configuration settings from the production organization to the sandbox organization. This feature is useful for sandboxes where data and settings need to be configured manually to replicate the configuration settings of the production organization. At a click of a button, from the Remedyforce Administration tab, using the SmartSync - BETA feature, this import process can be done automatically.

Before you begin

To use this feature, make sure that the following criteria are met:

• BMC Remedyforce Summer 16 version or later is installed on the production and sandbox organizations.
• The BMC Remedyforce version that is installed on the sandbox organization is the same as the BMC Remedyforce version on the production organization. If your production organization is on a higher BMC Remedyforce version than the sandbox organization, an error message is displayed; however, if your sandbox organization is on a higher BMC Remedyforce version than the production organization, an error message is not displayed. In both these cases, the SmartSync process fails.
• Your custom configuration related to objects in the production organization is also available on the sandbox organization, for example, custom fields, custom field sets, etc. If not, add the custom configuration on the sandbox organization, refresh the sandbox and then use SmartSync - BETA.

Importing data and configuration settings from the production organization to the sandbox organization

To import data and configuration settings from the production organization to the sandbox organization using SmartSync - BETA:

1. Go to the Remedyforce Administration tab.
2. Click SmartSync.

3. You will need to enter the Salesforce credentials of the Remedyforce administrator of the production organization from where the data and configuration settings need to be imported. 

   

   1. Enter the Username.

   2. Enter the Password. 
      Immediately followed by the password, you might need to enter a security token. 
      Ensure that you do not enter the security token instead of the password. It should a combination of the password first and then followed by the security token without any space in between. 
      For more information about generating the security token, see To generate the security token.
4. Click Import to start the sync process.
   After the import process is completed, the status of data import is displayed on the screen as follows.
   
   
   

To generate the security token

1. Navigate to User menu > My Settings > Personal > Reset My Security Token.
   (For Lightning Experience, User > Settings > My Personal Information > Reset My Security Token.)
2. Click Reset Security Token.
   The security token is sent to the email address provided in your Salesforce personal settings.

Configuration settings

The following table lists the configuration settings that are supported by SmartSync - BETA:

Configuration data imported by SmartSync - BETA

The following table lists the configuration data that is imported by SmartSync - BETA:

Limitations

The following limitations are known in the BETA version of SmartSync:

• Sometimes the sync operation might fail because of an operation timeout. Follow the process again.
• SmartSync is supported on Microsoft Internet Explorer (IE) 11 or later.
• Sometimes the Smart Sync button is not visible on the Remedyforce Administration tab on sandbox organization. Refresh the page to view the button.
• The configuration settings and email related settings will not be synced for users who are not available in the production organization.
• The Organization-Wide Email Addresses and Queue Assignment related settings will not be synced.
• Customized “Class Icons” will not imported for CMDB classes.
• Console lookup filters and CMDB lookup filters are not imported.
• The Request definitions under the General Information tab image (32x32) are not synchronized with the sandbox organization.
• The Salesforce image under the General Information tab is not synchronized with the sandbox organization.
• If a CMDB rule criteria is present for Request definitions under the Fulfillment input tab, it is not synchronized with the sandbox organization.
• For the imported Base Element records no relationship is created between the imported services and service offerings.
• While migrating Service Request Definitions, the relationship between the business service and its service offering is not migrated from the production organization to the sandbox organization.

The following limitations are related to the importing of data using SmartSync - BETA:

• For Templates, the following lookup field mappings under Template Field Info are supported:
  • Configuration Item / Asset
  • Service
  • Service Offering
  • Account
  • Status
  • Urgency
  • Impact
  • Category
  • Client ID
  • Staff
• For imported Base Element records, if the records belong to any other class other than Business Service, only the data of General Info tab are imported; the date from the Specifications tab is not imported.
• If there is a hierarchy of more than two levels of Base Element instances and if any class below the second level is used in template field mapping of service fields, then during the SmartSync run only the immediate parent of the mapped class is imported.
• For imported Account records, only the basic information of the Account is imported; the information related to the parent account, leads, and contacts are not imported.

Related topic

Troubleshooting generic application issues