Migrating BMC Helix Digital Workplace Catalog data from version 21.3.x to version 21.3.x

Before you begin

Make sure that you have completed the following actions:

• Migrated BMC Helix ITSM data.

• If you are migrating data from an Remedy on-premises system to BMC Helix Innovation Suite Cloud, make sure that you complete all the tasks of Stages 1 to 4 in the topic Migration process for Remedy on-premises to BMC Helix Innovation Suite Cloud before you migrate the DWPC data.

• If you are testing the application on Production database, make sure that you first take a backup of the database, test the application, and restore the backup after testing to avoid any new issues.
• Downloaded and imported the following migration packs:
  • Master Template Clear Down ITSM pack
  • Data Update Packs for ITSM and DWPC
  • Template DWPC Migration 21.3 to 21.3 pack 
  • Template DWPC Process Migration 21.3 to 21.3 pack
  • PreDDM Process Deletion_DWPC pack
• Stopped BMC Helix Digital Workplace Catalog application, and make sure that the target and source system escalations are disabled during cutover.
• Updated the company details for the hannah_admin the in Company*+ field in the CTM:People form in the BMC Helix ITSM target system.
  If not, set the customer name for the hannah_admin user as Company.

• Created a back up of your source systems.

  Warning

  Important

  Do not perform any data migration step on your production source or target systems.

  To perform any migration testing on the target production system, you must first take a backup of the database, perform the testing, and then restore the backup to avoid any issues. 

• Verified that the myit-sb:mp_search_categories table in DWP-C do not have any duplicate categories. Fix any duplicate categories in the DWP-C source system.
  
  
• If you are migrating to BMC Helix Innovation Suite version 21.3.07 or above, set the CCS setting Disable-Process-Timer-Task-Execution value to T (true) on the target system:
  
  1. In a browser, open the AR System Administration Console and click System > General > Centralized Configuration.
  2. In the AR System Configuration Generic UI form, from the Component Name list, select com.bmc.arsys.server.shared.*.
  3. Set the Disable-Process-Timer-Task-Execution setting to T and click Apply.

To perform the full migration

1. Register the following source and target systems:

   System	Steps to register the system
   BMC Helix Digital Workplace Catalog source system	Register a source system. Important: Set the HDM User value to hdm. In the BMC Helix Digital Workplace Catalog registered source system, set the Unique Id Transform value to 'D'. The value must be different from the Remedy Source system value. For more information about updating the Unique Id Transform value, see Actions-you-can-perform-on-a-system-you-have-registered. Create a BMC Helix Data Manager user. Test system connectivity and get database character set details on the source system. Discover the source system.
   BMC Helix ITSM target system	Register a target system. Test system connectivity and get database character set details on the target system. Discover the target system.
   BMC Helix Digital Workplace Catalog process migration source and target system	Register source and target process system. Create a BMC Helix Data Manager user. Note - If you have already created an HDM user, you can skip this step. Test system connectivity and get database character set details on the source and target DWPC process system. Discover the source and target DWPC process system.

2. Copy the DWPC Migration Template Pack, and DWPC Process Migration Template Pack migration packs to the source and target data dictionaries.
   1. In BMC Helix Data Manager, select Data Migration > Migration Packs.
   2. Select the migration pack that you want to copy.
   3. Select Action > Copy.
      

   4. Select the source and target data dictionaries for the respective DWPC and Process systems.
      For the DWPC migration pack, select the following data dictionaries:

      Source data dictionary	Catalog and Tenant database registered as DWPC System in BMC Helix Data Manager.
      Target data dictionary	System registered as Remedy in BMC Helix Data Manager and connecting to the database used for ITSM configuration.

      
      
      For the Process systems, select the following data dictionaries:

      Source data dictionary	Tenant database defined as Relational System in BMC Helix Data Manager
      Target data dictionary	System defined as Relational System in BMC Helix Data Manager and connecting to the database used by the standard migration pack on the target system.

      

   5. Click Copy Migration Pack.
3. Set up the source and target systems for data migration.
   1. Take a backup of the target system.
   2. Take a backup of the configuration data.
      1. In BMC Helix Data Manager, select Discovery & Analysis > System Analysis & Administration, and select the target system.
      2. Navigate to the Data Updates tab and select Run Data Updates.
      3. Select Create New Data Update Job and select the DWPC Data Update Template and Target System.
      4. On the Track Data Update Jobs tab, select the data update job.
      5. Run the Pre-Migration Backup script by selecting it and clicking the Run Selected Script option.
         
         
         
      6. Verify that the job is successfully completed.
         
         
         
   3. Take a database backup of the target system gold build - Gold Build Backup 1.
      
      
4. Perform data migration.
   1. Export data.
   2. Import data.
   3. Run data update scripts.
5. Perform the delta data migration.

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To export data

Perform the following steps to export the BMC Helix Digital Workplace Catalog data:

1. In BMC Helix Data Manager, select Data Migration > Migrate Data.
2. On the Migrate Data page, in the Migration Pack field, select the DWPC Migration pack.
3. Complete the fields and click Next.
   
4. On the Migrate Data - Confirm page, in the Migration Job Name field, specify the migration job, and click Confirm Migration.
   
5. On the Migration View Job page, click Start Export.
   

Perform the following steps to export the BMC Helix Digital Workplace Catalog process data:

1. In BMC Helix Data Manager, select Data Migration > Migrate Data.
2. On the Migrate Data page, in the Migration Pack field, select the DWPC Process Migration pack.
3. Complete the fields and click Next.
   
   
   
4. On the Migrate Data - Confirm page, in the Migration Job Name field, specify the migration job, and click Confirm Migration.
   
   
   
5. On the Migration View Job page, click Start Export.
   

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To import data

You must import both the BMC Helix Digital Workplace Catalog data and BMC Helix Digital Workplace Catalog process data for successful migration.

To import BMC Helix Digital Workplace Catalog data

Perform the following steps to import the BMC Helix Digital Workplace Catalog data by using the DWPC Migration Pack:

1. After the data export is complete, on the Migration View Job page, navigate to the Import tab.
2. On the import tab, click Create import Job.
   
   
   
3. On the Import Data page, in the Migration Pack field, select the DWPC 21.3 to 21.3 Migration pack.
   
   
   

4. Complete the fields and click Next.
   

   Warning

   Important

   Do not apply any Group ID transformation if you are migrating BMC Helix Digital Workplace Catalog data from version 21.3 to version 21.3.

5. On the Import Data - Confirm page, click Confirm Data Import.
6. On the Migration View Job page, to start the import job, click Start.
   
   Verify if the import is completed successfully.
   

To import BMC Helix Digital Workplace Catalog process data

Perform the following steps to import the BMC Helix Digital Workplace Catalog data by using the DWPC Process Migration Pack:

1. After the data export is complete, on the Migration View Job page, navigate to the Import tab.
2. On the import tab, click Create import Job.
   
   
   
3. On the Import Data page, in the Migration Pack field, select the DWPC Process Migration pack.

4. Complete the fields and click Next.
   

   Warning

   Important

   Do not apply any Group ID transformation if you are migrating BMC Helix Digital Workplace Catalog data from version 21.3 to version 21.3.

5. On the Import Data - Confirm page, click Confirm Data Import.
6. On the Migration View Job page, to start the import job, click Start.
   
   
   Verify if the import is completed successfully.
   

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To run data update scripts

1. In BMC Helix Data Manager, navigate to the Discovery & Analysis > System Analysis & Administration tab.
2. From the list, select the target system.

3. Run the Data Update Template - DWPC 21.3 to 21.3.cmt script only.

   
   
   

4. In the Create Data Update Job pane, specify the job details, and click Create New Data Update Job.
   
   
   

5. (Microsoft SQL Server) Before running the data update scripts on a Microsoft SQL Server based target system, run the following SQL command:

   ALTER DATABASE ARSystem SET COMPATIBILITY_LEVEL = <COMPATIBILITY_LEVEL>

   where, 
   COMPATIBILITY_LEVEL can be { 160 | 150 | 140 | 130 | 120 | 110 | 100 | 90 | 80 }.
   To find out the COMPATIBILITY_LEVEL of your system, see ALTER DATABASE (Transact-SQL) compatibility level.
   
   

6. Run the Data Update Template - DWPC 21.3 to 21.3.cmt script only.

   To run a script, perform the following steps:

   1. 
      
      1. Select the data update job that you created in step 3.

      2. Select the script that you want to run and click Run Selected Script.

         Warning

         Important

          Make sure that you run the script in order from 10000000 - 1000000x.

      3. In some cases, the HDM user must be a super user to run the Data Update script. Run the following script on your target system to make the HDM user as super user:

         ALTER USER HDM WITH SUPERUSER;

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To perform the delta data migration

You must perform the delta data migration to fully synchronize the source and target systems. Use the Template DWPC migration pack for running the delta data migration.

Perform the following steps:

1. Download the Form Deletion Set DWPC.cmt file from BMC FTP.
   To download the file, navigate to <FTP_directory>/BMC_Helix_Data_Manager/HDM Metadata/21.x Target/DWPC folder in the FTP directory. For information on accessing the FTP directory, see the topic Downloading-the-installation-files.
2. Copy the Form Deletion Set DWPC.cmt file to the <HDM_Installation_directory>/Metadata folder.
3. Log in to HDM and select Configuration > Import HDM Meta Data from the navigation bar.
4. Select Scan.
5. Select Form Deletion Set DWPC.cmt from the list and click the Import Meta Data button.
   After the import is successful, you can see the deletion list in the Configuration > Form Deletion list.
   

1. Click Data Migration > Migrate Data.
2. On the Migrate Data page, in the Migration Pack field, select the DWPC source, DWPC target, and DWPC Tenant Migration pack.
3. From the Export Template list, select All Data Incremental.
   
4. Complete all the fields and click Next.
5. Specify the Incremental Start and End date.
6. Click Next and run the export job.
   
7. After the export is completed successfully, click Create Import Job to open the Create Import Job dialog box.

1. On the Import Data page, click Next.
2. Select Form Deletion Set as DWPC and confirm.
3. Click Confirm Data Import.
4. After the delta migration is complete, rerun the DWPC data update template and ITSM data updates postmigration scripts.

To migrate DWPC process data

Perform the following steps if you want to re-run the migration to migrate the process data for DWPC:

1. Download the PreDDM Process Deletion_DWPC.cmt file from BMC FTP.
   To download the file, navigate to <FTP_directory>/BMC_Helix_Data_Manager/HDM Metadata/21.x Target/DWPC folder in the FTP directory. For information on accessing the FTP directory, see the topic Downloading-the-installation-files.
2. Copy the PreDDM Process Deletion_DWPC.cmt file to the <HDM_Installation_directory>/Metadata folder.
3. Log in to HDM and select Configuration > Import HDM Meta Data from the navigation bar.
4. Select Scan.
5. Navigate to Discovery & Analysis > System Analysis & Administration and select the Process target system.
6. In the Available Data Updates tab, select PreDDM Process Deletion and click Run Data Updates.
   
7. Click Run Selected Script.
   
   The Process deletion script is run successfully.
8. Run the migration again for process data.
9. After you complete the migration, run data update scripts.