This documentation supports the 9.0 version of BMC Remedy ITSM Deployment.

To view the latest version, select the version from the Product version menu.

Performing AR reconciliation

The following types of object properties are required for reconciliation:

  • Old Definition —  Describes the definition of the base application objects before upgrading the server. This comes from the staging server (or production server).
  • New Definition — Describes the definition of the application objects after upgrading the server and includes the changes introduced in the upgrade process
  • Overlay Definition —  Describes the definition of the overlay application objects before upgrading the server

For reconciling AR customizations, you can copy and merge the changes from a new definition to your overlay definition that you created in the previous version. The reconciliation process allows you to reconcile changes that you made in your overlays with changes introduced by BMC during an upgrade. You can compare the changes by viewing all three definitions at once and replicate changes made during an upgrade into your overlays or modify or remove changes already present in your overlays. 

Only the Overwrite type of overlay is used for comparison. Additive overlay changes are included in the upgrade, and objects with no overlay have no changes that need to be merged.

Best practice

You can reconcile your customizations using single instance of BMC Remedy Developer Studio. If multiple administrators are performing reconciliation, enable object reservation  on server to ensure that the object cannot be modified until one developer completes its modification and releases the object. 

You can also divide the list of items for reconciliation to eliminate overlap among the objects.

To reconcile objects

  1. Compare the snapshot and generate the Objects to Reconcile list.
    1. Open BMC Remedy Developer Studio.
    2. Login to your AR System upgraded server as well as the staging server (or production server).
    3. On the AR System Navigator, right-click the upgraded server name and click Compare with Snapshot.
    4. Select the snapshot source by selecting the snapshot XML file that you captured from the server before the upgrade. 

      If you are reconciling objects by using more than one instance of Developer Studio, use the same snapshot for all Developer Studio instances.

    5. Select the comparison list that you want to generate.
      The list contains only the objects that are of Overwrite Overlay type. The following options are provided: 
      1. Report objects to reconcile — This option provides you the list of all the objects that need to be reconciled.
      2. Report objects changed in base — This option provides you the list of all the objects that are modified by comparing the old base definition with the new base definition.

        Note

        When you select this option, follow the procedure described in the Viewing and reconciling objects changed in the new base.

    6. (Optional) Select the Additional html/csv report output for viewing the comparison results in a CSV or HTML format output.

      You can use save this file for comparison after reconciliation as well.

      Note

      You can also generate a report file later from the Snapshot Results menu on AR System Navigator. Right click Objects to reconcile and select Create Report.

    7. Click Finish.
      The Objects list is generated in the Snapshot Results directory in your upgraded server in AR System Navigator. See Reviewing the Objects to Reconcile list
  2. Open the Object to reconcile list and select the old definition source for reconciliation. 
    1. Open the Settings tab. 
    2. Select the staging server (or production server) name from the Old Definition Source for Reconciliation drop-down list.
  3.  Create a new packing list. All the reconciliation changes will be added to the packing list. Later you can export this packing list to migrate your reconciled customization. See,  BMC Remedy Deployment Application in the BMC Remedy ITSM online documentation.

    Note

    If you rename a packing list, it will be added as a new list

    1. Go to Objects to Reconcile panel. 
    2. Open the Settings tab. 
    3. Select the Add Reconciled Objects to Packing list option. 
    4. Enter the Packing list name. 
  4. Review the Differences List.
    1. Right-click the object and click View differences
      The Differences List for the object is displayed. See Reviewing the changes using the Differences List.
    2. Double-click on the difference node.
      Difference editor for the object is displayed. See Reviewing the object definitions using the Difference editor.
  5. Perform the reconciliation. See 

Related topic

Special scenarios during AR customizations reconciliation

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