Creating approval definition and process mappings for data enrichment

The following required mapping data enrichments are implemented in the migration packs.

Use these data enrichments only if your source and target system approvals do not match on Request ID and Instance ID. These data enrichments allow you to align the Request IDs and Instance IDs for transactional data to match the values in the target system.

Use the optional form analysis capability in BMC Helix Data Manager to identify where discrepancies exist.

The simplest way to mitigate this transform is to carry out a migration of the two parent forms in advance of the rest of the migration. When running the analysis in the following section, all records will be available data for constructing the enrichment files.

Make sure that any optional form analysis is complete, and the migration packs are adjusted accordingly prior to this.

To create an approval definition mapping file

1. If you have any custom Approval Definitions in your source system, migrate them to the target system before continuing this procedure.
2. Download the template from the BMC Electronic Product Distribution (EPD) website, or create a new Excel file with the following column headings:
   • From company
   • From AppProcDef Name
   • From AppProcDef Phase
   • From AppProcDef ID
   • To Company
   • To AppProcDef Name
   • To AppProcDef Phase
   • To AppProcDef ID
3. To extract the data needed to populate the database, complete one of the following steps:
   
   • Execute the following SQL query on the source and target databases:
     SELECT Company, Approval_Process_Name, Approval_Phase_Name, Approval_Definition_ID FROM APR_SYS_Approval_Definition ORDER BY Company, Approval_Process_Name, Approval_Phase_Name, Approval_Definition_ID ASC
   • Download the Data Analysis - Approval Data Enrichment template from the EPD website. From the System Administration interface, select the systems and run the Data Analysis discovery by using this template. Review the data and export the fields to a CSV file.
4. Copy the appropriate data from the output of the SQL query/Data Analysis discovery on the source and target systems into the appropriate rows of the spreadsheet so that you have a mapping for each approval definition on the source.
   • Target Approval Definitions that have no corresponding approval definitions on the source can be excluded.
   • All approval definitions from the source must have approval definitions mapped on the target.
   • Some approval definitions from the source will be custom and must be selectively migrated. For these, you can copy the From field values to the To field values in the spreadsheet.
   See the following example spreadsheet:
   
5. Save the Excel spreadsheet as a comma-separated values (CSV) file.
6. Upload this file into the Approval Definition Mapping Data Enrichment template for your migration pack by completing these steps:
   1. Open the BMC Helix Data Manager Workbench.
   2. Select Data Migration > Data Mapping.
   3. Select the Environment Upgrade pack for your system.
   4. Click the Data Enrichment tab and the Approval Definition Mapping data enrichment.
   5. Click the Mapping Data tab.

To create an approval process mapping file

1. Download the template from the BMC Electronic Product Distribution (EPD) website, or create a new Excel file with the following column headings:
   • From Process Name
   • From Process
   • To Process Name
   • To Process
2. To extract the data needed to populate the database, complete one of the following steps:
   • Execute the following SQL query on the source and target databases:
     SELECT PROCESS_NAME, PROCESS_INSTANCE_ID FROM AP_Process_Definition
   • Download the Data Analysis - Approval Data Enrichment template from the EPD website. From the System Administration interface, select the systems and run the Data Analysis discovery by using this template. Review the data and export the fields to a CSV file.
3. Copy the appropriate data from the output of the SQL query/Data Analysis Discovery on the source and target systems into the appropriate rows of the spreadsheet so that you have a mapping for each of the approval processes on the source.
   • Target processes that have no corresponding processes on the source can be excluded.
   • All processes from the source must have a process mapped on the target.
   • Some processes from the source will be custom and will need to be selectively migrated. For these, you can copy the From field values to the To field values in the spreadsheet.
   Contact BMC Support for support in safely migrating custom approvals.
   See the following example spreadsheet:
   
4. Save the Excel spreadsheet as a comma separated values (CSV) file.
5. Upload this file into the Approval Process Mapping and Approval Process Mapping 2 templates for your migration pack by completing these steps:
   1. Open the BMC Helix Data Manager Workbench.
   2. Select Data Migration > Data Mapping.
   3. Select the Environment Upgrade pack for your system.
   4. Click the Data Enrichment tab and the Approval Process Mapping data enrichment.
   5. Click the Mapping Data tab.
   6. Click Upload CSV, select the file from your local file system, and click Upload.
   7. Repeat steps d-f for the Approval Process Mapping 2 data enrichment.

Where to go from here

Running an export migration job

For end-to-end process of Remedy on-premises to BMC Helix Innovation Suite Cloud migration, see Migration process for Remedy on-premises to BMC Helix Innovation Suite Cloud