Connecting the Foundation data repositories

To ensure that Foundation data from Remedy IT Service Management is loaded to BMC Helix Platform, you must connect the repositories by specifying the source (Remedy ITSM) and target (BMC Helix Platform) Foundation library details in . Remedy ITSM

Before you begin

• Ensure that you have downloaded the deployment package and imported the files. For more information, see Installing the BMC Helix Platform sync utility for Remedy ITSM
• If you want to load custom Foundation data, ensure that you have completed the following tasks:
  • Extended the Foundation data definitions to include custom fields from Remedy ITSM.
  • Created a Pentaho job to load custom Foundation data.
  • Configured Remedy ITSM for Foundation data synchronization. 

• Passwords are always migrated from Remedy ITSM to BMC Helix Platform. If the password strength does not match the BMC Helix Platform guidelines, all associations to Person Foundation data will break in BMC Helix Platform. Additionally, the following error message is displayed: 

  [ERROR (306): Value does not fall within the limits specified for the field; (Field ID - com.bmc.arsys.rx.foundation:Person <123>, Maximum length - 30)]

  You can choose to ignore the password policy enforcement in BMC Helix Platform by configuring the following setting in the Centralized Tenant Configuration of BMC Helix Innovation Studio:

  Enforce-Password-Policy = F

  For information about how to modify the centralized tenant configuration settings, see Updating centralized tenant configuration settings.

To connect the Foundation data repositories

1. Log in to BMC Remedy IT Service Management console as an ITSM administrator.
   For information about how to access the IT Service Management console, see  Accessing and navigating the interface .

2. From the Applications menu on the IT Home page, select Administrator Console > Application Administration Console.

3. Select Custom Configuration > Foundation > Innovation Suite > Configure Foundation SYNC.

4. Expand STEP 1 - Configure/Enable Foundation SYNC, and enter the following information:

   Field	Description
   Source (ITSM Foundation) section
   AR Server Name	Enter the Remedy AR System server name, that was provided in the AR Server configuration file ar.conf. This file is available after BMC Remedy AR System is installed at the following location: Program Files\BMC Software\ARSystem\Conf\
   TCP Port	Enter the Remedy AR System server TCP port number. If you do not want to use any port number, enter 0.
   RCP Port	Enter the Remedy AR System server RPC port number. If you do not want to use any port number, enter 0.
   AR User	Enter the Remedy AR System server administrator's user ID.
   Atrium Log Level (for Atrium Initial Loads)	Select Minimal so that the logging processes do not affect the server performance. Warning: If you select Detailed Row Level, it can cause server performance issues and Pentaho memory issues.
   Target (IS Foundation) section
   Configure Manually	(Remedy ITSM version 9.1 SP3 only) If you have enabled and configured the Cognitive Connection settings, select the Configure manually check box to manually provide the BMC Helix Platform details.
   Use Cognitive Connection	This option is not supported for loading and synchronizing Foundation data from Remedy ITSM to BMC Helix Platform.
   URL	This field is autopopulated if you selected the Use Cognitive Connection check box. Enter the HTTP or HTTPS path of BMC Helix Platform, such as http://serverA:8008. Important: Do not enter an extra slash ( / ) at the end.
   Tenant Admin User	This field is autopopulated if you selected the Use Cognitive Connection check box. Specify the administrator user name for logging in to BMC Helix Platform. Important: Make sure that you specify the domain name for the administrator. For example, admin@bmc.com. The domain name is available in the URLs provided in the activation email.
   Tenant Admin Password	This field is autopopulated if you selected the Use Cognitive Connection check box. Specify the administrator password for logging in to BMC Helix Platform.
   Connectivity Failure Email Address	To receive an email when the connection is failed, specify an email ID.
   Test Connection (save settings first)	To test if the connection is successful or not before verifying Foundation data in BMC Helix Platform, click this option. Important: Click this option only after clicking Save.
   Status	To permit the Foundation data load, select Enabled.

5. Click Save.

6. To check if the connection is successful or not, click Test Connection (save settings first).
   After you click this option, it provides you with additional information about your connection as described in the following table:

   Field	Description
   Status Reason	If an error occurs in the connection, this field displays the error.
   SYNC Version Min Reqd	Displays the minimum version of the BMC Helix Platform sync utility required to synchronize the data.
   SYNC Version Detected	Displays the minimum version of the BMC Helix Platform sync utility that you currently have.
   Connectivity Return Code	Displays a code that indicates whether the connection is successful or not. If this is field is blank, it indicates a connection issue, for example, incorrect user id or password.

   The following image highlights the additional information that you receive after you test the connection:
   

The Foundation data repositories are connected and you can start the initial load of Foundation data from Remedy ITSM. 

Where to go from here

Loading and verifying Remedy ITSM Foundation data