Customize and system test phase for on-premises to on-premises migration
During the customize and system test phase, migrate your customizations from your production system, and create a backup of the target database with the migrated customizations. Then, unit test and remediate the customizations and migrate the first full set of data to your to-be-production system.
The target milestone for this phase is to successfully complete system testing.
An overview of the tasks involved in this phase is provided in the following image:
Task | Description | Reference information | |
|---|---|---|---|
7. | Migrate customizations | Migrate your customizations from your current production BMC Helix ITSM system. | |
8. | Import and reconcile the customizations | Import the customizations to the development system. This process includes migrating CMBD and workflow customizations and using three-way reconciliation to validate your customizations, including workflows and integrations, after migration. | |
9. | Unit test and remediate the customizations | Unit test the migrated customizations and remediate them in the development system. You may have to do multiple rounds of testing before all issues are fixed after the unit testing. | |
10. | Create an export package with the fixes | Create an export package of the customizations and unit test fixes from the development system. | |
11. | Restore the Gold Build backup | Restore the latest Gold Build backup on the to-be-production server. This image includes the out-of-the-box ITSM application, but with no migrated data. | Not applicable |
12. | Deploy the export package and take a backup | Deploy the export package with the workflow customizations into this image and take another backup of the system. This is your third Gold Build backup. This image includes the out-of-the-box ITSM application and workflow customizations. We recommend keeping the bulk data out of the gold build for as long as possible. For more information, see Managing-the-gold-build-image. | |
13. | Configure BMC Helix Data Manager for custom migration | Rediscover the to-be-production data dictionary with the full set of customizations by using BMC Helix Data Manager. | |
Download and update the migration pack to apply any customizations, filters, enrichments, and transformations required for the final migration. This includes:
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14. | Run the clear-down migration pack and take a backup | Prepare your to-be-production system for data migration by running the clear-down migration pack on the system to delete any sample or unwanted data. | |
15. | Perform a full data migration using Helix Data Manager for system testing | Perform an end-to-end migration of the production (source) copy to the to-be-production (target). Export the production database, import it into the to-be-production system, and run all the post-migration scripts. | |
16. | Test system and apply fixes | Perform a full application and integration testing of the to-be-production system to ensure this environment is tested thoroughly prior to go-live. Use documented tests to ensure that you test the full range of the application and integrations. You can reuse these test cases during the user acceptance testing phase.
We strongly recommend that you record all issues and resolutions in a spreadsheet or fault tracking system. Track any data or workflow changes and copy the changes to the Gold Build backup. | Not applicable |
Where to go from here
User-acceptance-tests-for-on-premises-to-on-premises-migration