Specifying standard data load job steps by applying out-of-the-box templates
BMC provides you with out-of-the-box templates to enable you to quickly create jobs. You can copy these templates to customize them to your needs, and save them to be used later. For a description of the templates that are provided, see Out-of-the-box Foundation templates.
Data Management provides out-of-the-box job templates, spreadsheets, and staging form mappings for your use. For more information about how to access the templates, see Data Management.
Pre-designed job templates are shipped with the data load tool. They include the most commonly loaded forms.
Before you begin
- Make sure you have created a job. For more information, see Creating a data load job.
- Make sure you have the source data in Microsoft Excel spreadsheets.
To apply out-of-the-box template to a data load job
- Open the job to which you want to apply the template selecting Applications > Data Management > Job Console.
- To make the out-of-the-box template available for selection, perform the following steps:
- In the Steps panel, click the Create arrow and select Using BMC Templates.
- In the Job Template dialog box, select the required template and click Select.
Complete the Load step by uploading the source data file to the template.
- On the Steps panel, click the arrow preceding Load to expand the Load step.
- Select the required template and click View.
- In the Load Parameters section of the Step Details tab, from the attachments table, select the Data Load File Copy row and click Add.
- In the Add Attachment dialog box, browse to the source data file and click OK.
- Save the job.
After the job is saved successfully, change the status of the job to Built.
- Click the job ID on the breadcrumb bar.
On the Job Details tab, change the Status to Built and save the job.
- Click Run to run your job immediately, or Job Schedule to run the job at a future time.
Out-of-the-box foundation templates
If you use a foundation template, the template data overrides the data that is specified in the spreadsheet.
Sets up the steps for all of the Foundation templates.
Loads company and company alias records.
Loads configuration cost center repository and cost center user-defined association records.
Loads generic catalog, generic product service associations and generic company module association records.
Loads postal code records.
Loads site, site alias, region, site group, and site company association records.
Loads operational catalog and operational catalog association records.
Loads people template, people, people template permission group, people template support group, people template support group functional role records.
Loads people organization records.
Loads product catalog, product alias, product company association, product model version, product model version patch, and product catalog alias mapping records.
Loads support group, support group assignment, support group alias, support group on call, business work days, and business holiday records.
Loads pager service configuration records.
Out-of-the-box process setup templates
|All Process Setup||Sets up the steps for all of the Process Setup templates.|
|Change||Loads approver lookup, change template, change template support group association, change template associations, and task template association records.|
|Foundation||Loads assignment and alternate records.|
|Incident||Loads incident template, incident template support group association, incident template associations, scripts, group event mapping, decision tree, decision tree main branch, decision tree branch, and decision tree branch item records.|
|Request||Loads summary definition records.|
|Task||Loads task group template, task template, task association template, task flow template, task assignment configuration, task variable template, and task variable mapping records.|
|Activity_Process_Setup||Loads activity templates, activity config rules, and activity config notification rules records.|
|Release_Process_Setup||Loads release milestone exit criteria, release approver lookup, release template, release template associations, release template support group associations, release config rules, release config prioritization, release config notification rules, and release milestone phases records.|
BMC Service Level Management
|Agreement||Loads the service level management agreement records and their related template.|
|Contract job||Loads the service level management contract records.|
|Service target||Loads the service target records and their related template.|
BMC Service Request Management
|PDT Import||Loads Process Definition Templates (PDTs) and related data.|
|SRD Import||Loads Service Request Definitions (SRDs) and related data.|
|Supporting Data Import||Loads supporting data for SRDs and PDTs, which includes questions, images, survey questions, category data, and entitlement data.|
Out-of-the-box transactional templates
|ALL Transactional||Sets up the steps for all of the Transactional templates.|
Loads infrastructure change, change work log, change impacted areas, and signature records.
|Financial Information||Loads payment records.|
|Foundation||Loads broadcast, broadcast support group association, association, financial, and reminder records.|
|Incident||Loads incident, incident association, incident work log, and incident impacted area records.|
|Problem||Loads problem investigation, problem investigation work log, problem impacted areas, problem known error, problem known error work log, problem solution database, problem solution alias, problem solution work log, and problem solution database additional mapping records.|
|Task||Loads task, task group, and task work information records.|
|Transactional_Activity||Loads activity and activity work info records.|
|Transactional_Release||Loads release manifest association, release worklog, release signature, and release records.|
BMC Helix ITSM: Asset Management
|Asset||Loads the asset-to-asset relationship data.|
|CI-CMDB||Loads the computer system, processor, product, and operating system CIs.|
BMC Helix ITSM: Knowledge Management
|How To||This template is designed to document a process, a user question, or instructions to complete a specific task. Knowledge users can write the process, task, or question in the Question field and provide the details in the Answer field. Additional comments can be added in the Technical Notes field.|
This template is designed to document referential information (for example, lists of components or parameters, hardware and software requirements, installation prerequisites, and general descriptions).
Typically, you relate reference knowledge articles to How To, Problem, and Known Error articles to enhance their content.
|Problem Solution||This template is designed to document problems and their solutions. Knowledge users can write the problem description in the Problem field and provide a solution in the Solution field. Additional comments can be added in the Technical Notes field.|
|Known Error||This template is designed to document fixes or workarounds to known errors and issues. Knowledge users can use the template's fields to describe the error, provide the root cause, and offer a fix or a workaround. Additional comments can be added in the Technical Notes field.|
Where to go from here
You can use out-of-the-box templates or create customized steps to run your job. For more information see Creating customized data load jobs.