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Modifying Data Management CI jobs to handle Foundation data customizations

If you have customized the CI forms, use this information to learn how to add a data stream to the CI transformation. The CI transformation lets you push data from the customized forms to the target forms.

Related topic

Importing, transforming, and migrating data by using BMC Atrium Integrator Open link


Important

This information is for BMC partners, implementers, and developers who work with Data Management jobs, templates, and steps. You must be familiar with the following parts of the end-to-end Data Management infrastructure:

  • Carte server
  • Atrium Integrator
  • Atrium Integrator Spoon client also known as the Pentaho Spoon client, for transformations.

To add a data stream to the CI transformation, perform the following procedures.

To copy an existing spreadsheet

  1. Open the Microsoft Excel workbook from which you want to copy the spreadsheet.
  2. Locate, then right-click the tab of the spreadsheet that you want to copy.
  3. Select Move or Copy.
  4. In the Move or Copy dialog box, select Create a copy.
  5. Move the spreadsheet to the required position in the same workbook.
  6. Rename the spreadsheet.

Best practice

  • We recommend using the BMC naming convention; for example, AST_Equipment. Most CI classes have multiple fields or spreadsheet columns in common, but only a few of them are required fields. Therefore, you must ensure the class that you are extending includes the data needed to create a CI of that class. You can use spreadsheet management to give your end users access to the updated spreadsheet.
  • CI Name is a unique identifier, and it must be unique for all of your CI data loads. 

To backup the existing CI-CMDB transformation and create a copy

  1. On the computer where the Atrium Integrator Spoon client installed, select Start > Programs > BMC Software > AR System > Atrium Integrator Spoon.
  2. The Action Request System  connection dialog box appears. 


  3. Log in by performing the following steps:
    1. From the AR Server list, select the Action Request System  on which you have installed the Action Request System database.
    2. In the User Name field, enter the user name for the Action Request System.
    3. For information about the user name that you must specify, see Atrium Integrator permissions.
    4. In the Password field, enter the credentials for the Action Request System.
    5. Click OK.
  4. In the Atrium Integrator Spoon window, select Tools > Repository > Explore.
  5. The Repository explorer dialog box shows the sample jobs and transformations in the BMCSAMPLES directory..
  6. To open the transformation diagram, double-click CI-CMDB transformation in the repository.
     
  7. With the CI-CMDB transformation open, from the Atrium Integrator spoon client console, select File > Save as to make a  backup of the CI-CMDB transformation
  8. Follow the instructions to name and save the backup.
  9. In the Atrium Integrator Spoon client Repository, highlight the transformation diagram by clicking it at the top left and dragging the mouse pointer to the bottom right.
  10. From the menu bar, select Edit > Copy, to copy.
  11. At the bottom of the transformation diagram, right-click the vacant area and select Paste from Clipboard.

To rename the step with the new CI type

  1. In the Atrium Integrator spoon client console, open the first icon--or--input step in the transformation diagram by double-clicking it.
  2. Enter a new step name.
  3. Click the Sheets tab and change the sheet name to the same name that you used for the copied spreadsheet.
  4. Click OK.
  5. Open the Fields tab and provide the values from the columns in the worksheet, as illustrated in the following figure.
    If you added columns, or removed columns, or made changes to their position, ensure that you make the same changes here.
    Leave the transformation open. You need it for the next procedure.

To modify the CMDB output step

  1. In the Atrium Integrator spoon client console, select Edit > Set Environment Variables
  2. In the Set Environment Variables window, set the required variables:
  3. Click Ok.
  4. In the transformation diagram, double-click the CI CMDB Output step.
  5. Change the step name to something meaningful, for example, CI-Equipment-CMDBOutput.
  6. Click Browse and select the required class name from the CMDB database.
  7. Click Edit Mapping and check that the field mapping is correct.
  8. Add or remove fields from the Edit Mapping list, depending on the attributes in the class and the columns available in the spreadsheet.
  9. Click OK.
  10. Provide the following information, as shown in Figure 2, to fetch the Class names from the AR System database:
    • AR_PASS password
    • AR_SERVER name
    • AR_TCP_PORT number
    • AR_USER user name

To define error handling for the CMDB output step

You can use the Define Error Handling option for a transformation diagram in the Atrium Integrator spoon client console.

  1. Right-click the output step that you renamed in modifying the CMDB output step and select Define Error Handling.
  2. From the Step error handling settings dialog box, set the values in the following fields:
    • Select Target step
    • Check the Enable the error handling check box
    • Enter a value in Error description fieldname 
    • Enter a value in Error codes fieldname
       
  3. Click OK.

To normalize data with value-mapper steps

Depending on the data needs data for a given class, you might need to either add value mapper steps or remove them. To do this, you edit the AR Output step, as described in the following procedure.

  1. From the transformation diagram in the Atrium Integrator spoon client console, double-click the AR Output step.
  2. Click the Field Mapping tab.
  3. Verify that the mapping is correct.
  4. If necessary, delete fields that are not present in the class.
  5. Click OK.

The changes you make in this procedure must match the requirements for the class and the changes that you made to the columns on the worksheet. You must rename the error steps, but it is not necessary to change them, because error-reporting data is not class-specific.

To define error handling for the AR output step

You can use the Define Error Handling option for a transformation diagram in the Atrium Integrator spoon client console.

  1. Right-click the AR Output step.
  2. Select Define Error Handling.
  3. Set the values in the following fields:
    • Target Step
    • Error Handling
    • Error Description
    • Error Codes
  4. Click OK.

  5. Save the transformation.

You now have a new transformation that will pick up information in the added worksheets.

You can now create and run the jobs from the {Data Management Job console.

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