Phased rollout

This version of the software is currently available only to early adopter SaaS customers as the first step in our phased rollout. Click here to view an earlier version.

Loading Foundation data by using Data Management

The Data Management tool provides you with a wizard for onboarding Foundation data. By using the Onboarding wizard, administrators can review and edit the Foundation data directly in the wizard. After onboarding the data, you can promote the data to your test or production environment.

Data updates supported

The following table lists the fields that you can update by using the Onboarding Wizard:

Fields that can be updated

Loading data into staging form step

Type Step 1, Company
Country, State/Province, City, Zip/Postal Code, Street, Description, Region, Site GroupStep 3, Location
Is this a vendor group?, Is this a frontline group?, Group Email, DescriptionStep 4, Support Groups
License TypeStep 5, People Template
Last Name, First Name, Organization, Department, Site, Email Address, License TypeStep 6, People
DescriptionStep 9, Assignment

Modes of operation

The Onboarding wizard supports two modes of operation for onboarding your data that are described in the following table:

ModeDescription
Guide me to onboard complete data for a single company

Also known as the guided mode. Guides you through the process of adding Foundation data.  

BMC recommends that you use this option to provide the initial load of Foundation data in newly installed environments. You can, however, use guided mode any time.

The purpose of guided mode is to make sure that you perform the following tasks:

  • identify at least one company as an operating company
    The operating company is one of the key base components of the service management applications and represents an internal organization or business unit for which your IT organization provides support and services. You cannot create core foundational data elements unless you have identified an operating company. 
  • enter data in a specific order as prescribed by the onboarding wizard
  • enter the data for all the required fields
Allow me to onboard partial data for one or more companies

Also known as the unguided mode.

BMC recommends that you use this option to load additional Foundation data to production and test environments, after the initial load of Foundation data. 

For example, after your initial load of the Foundation data, you might need to add several new support groups. To do this, you can open the Onboarding wizard and go straight to the Support Groups step to add just those records. You do not need to enter records for any of the other data types. You do not need to follow the structured sequence of steps that is enforced in Guided mode.

Before you promote the data, if you close the Onboarding Wizard before you promote the data, the wizard remembers the mode that you had selected. 

Data load methods

Load data into the staging forms by using one of the methods described in the following table.

Load method

Notes

Manual entry

Use the manual method if you have a relatively small number of records to load.

When using the manual method, type information directly into fields in the Onboarding wizard. The fields in the Onboarding wizard correspond with the fields on the data form.

For example, when creating data for the Organization form, you are prompted to provide the Organization and Department for each record you add. See Onboarding data manually for a description of how to use this data-load method.

Spreadsheets

Use the spreadsheets that are provided with the Onboarding Wizard if you have a large number of records to load.

These spreadsheets are simplified versions of the standard data-load spreadsheets provided with Advanced Data Management. The spreadsheets contain an Instructions tab and, in most cases, a single data tab with columns that correspond to the required, conditional, and most commonly used fields. The People spreadsheet contains multiple data tabs that allow you to make associations with support groups and functional roles.

See Onboarding data using spreadsheets for a description of how to use this data-load method. Content in dataload spreadsheets provides a general overview of the spreadsheets.

Model data

Model data is a pre-defined set of typical data. Use this model data to seed your new installation with data types that you might not currently have. By using model data to seed your system greatly reduces the amount of time needed for your organization to realize value from the new system.

For example, if you load the model data for Product Catalog, the Product Type field is loaded with a set of common product types, such as Hardware System Component, Network Port, Service, and so on. 

To use the model data, select the Import From Spreadsheet method for loading the data and then select Use provided model data from the list of available spreadsheets.

Model data is available for the following data forms:

  • Company
  • Support Group
  • People Template (Dependent on Support Group)
  • Operational Catalog
  • Product Catalog

  • Assignment (dependent on Support Group and Product Catalog)

LDAP importThis method is available only for importing non-support People data. Use the method to load non-support People data directly from your company's active directory.
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