Populating the dataload spreadsheets
For importing data, you must populate the appropriate dataload spreadsheets. When using the Data Management feature, you must use the dataload spreadsheets that are provided with this version of Remedy ITSM. Each spreadsheet includes instructions specific in the spreadsheet that simplifies the distribution of spreadsheet and entering data into the spreadsheet. This section provides general instructions for entering data in the dataload spreadsheets.
As you complete your spreadsheet, remember these tips:
- You can only use ARX files (and not Excel spreadsheets) to import BMC Service Request Management data.
- All of the articles in the knowledge base provided by BMC Knowledge Management have their own unique original article ID. This ID is referred to as the PrevDocId or KAM article Doc ID in the dataload spreadsheet. For all of the different knowledge article templates, the article ID and its version should be unique.
- The Data Management loads are single tenant. The Company is driven from the Data Management job. All of the data that is loaded by the Data Management job is associated with the company that you selected when your created the Data Management job. This means that you must create a separate spreadsheet for each company. In addition, you must create a separate Data Management job for each company spreadsheet.
- Content in dataload spreadsheets
- Simplified Transactional CI spreadsheet
- Autogenerating custom spreadsheets
- Downloading and creating data load spreadsheets
- How the spreadsheets automatically check formatting issues
- Mapping between Foudation data types and target forms
- Planning which data to load from spreadsheets
- Spreadsheets required for minimum standard configuration
- Defining permissions and support groups in the dataload spreadsheets
- Entering data in the people.xslx spreadsheet
- Specifying CI class relationships in the Transactional_Asset.xlsx spreadsheet
- Populating Service or CI fields in a record by using Transactional-SharedComponents.xlsx
- Loading knowledge article images from dataload spreadsheets
- Specifying links between knowledge articles in the dataload spreadsheet
- Specifying primary and secondary cost centers for people in the dataload spreadsheets
- Specifying phase and sequence for task and task group templates in the dataload spreadsheets
To open and save Microsoft Excel 2007 (and later) files (.xlsx) with Excel XP or 2003, you need to apply Microsoft's compatibility patch as documented in KB924074 found at http://support.microsoft.com/kb/924074.
Best practice
To populate data in the foundation dataload spreadsheets
- Complete the spreadsheets according to the instructions on the Instructions tab and in the column headings.
All leading and trailing spaces and tab characters are stripped when the data is imported into staging forms. Follow the instructions about saving your spreadsheet changes in Downloading and creating data load spreadsheets.
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