Loading Foundation data from Remedy ITSM

As an administrator, you can load Foundation data into all three BMC Helix Innovation Studio environments. You can load existing Foundation data from your BMC Remedy IT Service Management (ITSM) system, or you can load fresh data to Remedy ITSM Suite and sync it with BMC Helix Platform.

You can also load your custom Foundation data to BMC Helix Platform. For example, you can add details like Passport Number and SSN for all employees in your organization. You can load Foundation data in bulk by copying the Foundation data sets from Microsoft Excel spreadsheets and loading the data sets to BMC Helix Platform.

Methods for loading Foundation data

Method	Description
Load existing Foundation data	You can use this method to leverage existing foundation data from Remedy ITSM in BMC Helix Platform. This method enables you to import large amounts of data with minimal manual intervention. It also ensures faster onboarding and engagement of users in the organization and continuously synchronize Foundation data changes in Remedy ITSM to BMC Helix Platform.
Load custom Foundation data	You can use this method to load your custom data to BMC Helix Platform. This method enables you to define custom data by creating a Pentaho job and transformations in Remedy ITSM. When you run the Pentaho job, the custom data that you specify in Remedy ITSM is identified and loaded to BMC Helix Platform.
Load new Foundation data in bulk	You can use this method to load Foundation data in bulk from Microsoft Excel spreadsheets. This method enables you to data from spreadsheets to BMC Helix Platform by using the Data Management Console application.

Before you begin

Before you load existing or custom Foundation data from Remedy ITSM to BMC Helix Platform, ensure that you have considered the following points:

To load existing and custom data from Remedy ITSM

Perform the following tasks to load existing and custom Foundation data from Remedy ITSM to BMC Helix Platform:

Task	Description	Product	Reference
Phase 1: Preparing to load data from Remedy ITSM
1	Deploy D2P package for Foundation data load and Foundation data synchronization plug-in.	NA	Deploying the BMC Helix Platform Foundation data sync plug-in in Remedy containers
2	Install the BMC Helix Platform sync utility for Remedy ITSM	NA	Installing the BMC Helix Platform sync utility for Remedy ITSM
3	(Applicable only if you want to load custom Foundation data) Identify if there are any custom Foundation data fields in supported Remedy ITSM data such as People, Company, and so on. Also identify any existing sample Remedy ITSM fields that are not currently loaded to BMC Helix Platform.	Remedy ITSM	Identifying fields added to view overlays
4	(Applicable only if you want to load custom Foundation data) Extend the Foundation definitions in BMC Helix Platform to include the custom Foundation data fields in Remedy ITSM.	BMC Helix Platform	Extending BMC Helix Platform Foundation definitions
5	(Applicable only if you want to load custom Foundation data) Create a Pentaho job and transformation in Remedy ITSM, so that the custom overlaid Foundation data is identified, read, and loaded to BMC Helix Platform for processing.	Remedy ITSM	Creating a Pentaho job to load custom Foundation data
6	(Applicable only if you want to load custom Foundation data) Configure the synchronization of custom Foundation data changes, so that these changes are automatically synchronized to BMC Helix Platform.	Remedy ITSM BMC Helix Platform	Synchronizing Foundation data changes to BMC Helix Platform
7	Connect the Foundation data repositories, so that Foundation data can be loaded from Remedy ITSM to BMC Helix Platform.	Remedy ITSM	Connecting the Foundation data repositories
Phase 2: Loading data from Remedy ITSM for the first time
8	Load Foundation data to BMC Helix Platform.	Remedy ITSM BMC Helix Platform	Loading and verifying Remedy ITSM Foundation data
9	Load Foundation associations to BMC Helix Platform.	Remedy ITSM BMC Helix Platform	Loading and verifying Remedy ITSM Foundation associations
10	(Applicable only if you want to load custom Foundation data) Load custom Foundation data to BMC Helix Platform.	Remedy ITSM BMC Helix Platform	Loading and verifying custom Remedy ITSM Foundation data
Phase 3: Verifying data from Remedy ITSM
11	View and monitor the Foundation data changes that are automatically synchronized to BMC Helix Platform.	Remedy ITSM	Viewing the synchronized Foundation data

To load new Foundation data in bulk from Excel spreadsheets

Perform the following tasks to load Foundation data in bulk from Excel spreadsheets:

Task	Description	Reference
1	Download and use the Excel spreadsheets provided by BMC Helix Platform to enter the Foundation data.	Download the template Excel spreadsheets
2	Update the downloaded Excel spreadsheets with relevant Foundation data. You must update the spreadsheets in a specific format so that your Foundation data is validated for further processing.	Update the template spreadsheets with Foundation data
3	Upload the updated Excel spreadsheets to BMC Helix Platform so that the Foundation data is available for processing.	Upload the updated spreadsheets
4	Run the data load job to process and load the Foundation data from the Excel spreadsheets to BMC Helix Platform.	Run the data load process

Where to go from here

Associating Foundation data by using domain tags