This documentation supports the 20.08 version of BMC Helix Platform. 
To view an earlier version, select 20.02 from the Product version menu.

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. 

Note

You can load Foundation data from Remedy ITSM version 9.1 SP3 or later. For a complete list of compatible Remedy ITSM versions, see Foundation data load and synchronization considerations.

Before you begin

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 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:

    FieldDescription
    Source (ITSM Foundation) section
    AR Server NameEnter 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 PortEnter the Remedy AR System server TCP port number. If you do not want to use any port number, enter 0.
    RCP PortEnter the Remedy AR System server RPC port number. If you do not want to use any port number, enter 0.
    AR UserEnter 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.

    Note: 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.

    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.
    Note: Click this option only after clicking Save.

    StatusTo 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

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