Foundation data load and synchronization considerations

• Companies of the COM:Company type only are loaded to BMC Helix Platform as the following company types:
  
  • Organizations
  • Service Provider
  • Operating Company
  • Customer
  • Vendor
  • Departments
  • Support Organizations are loaded as Business units of the type Support.
  • Support Groups and Support Organizations are loaded as Support Groups.
• Data is loaded according to the Primary organization types available in BMC Helix Platform. After you load Organization data from Remedy ITSM, you cannot change the company type.
• The Company GUID and Group ID is loaded and does not change after data load.
• All Remedy ITSM online and offline company data is synchronized. If a company is disabled in Remedy ITSM, it is still synchronized.
  
  
• Product category and operational category data, regardless of their state in Remedy ITSM, is always loaded to BMC Helix Platform and assigned the Enabled state.

• Changes made to categories in Product Catalog or Service Catalog are not synchronized to BMC Helix Platform

• Primary sites are loaded and synchronized regardless of the company.
• Regions are loaded and synchronized.
• The Site Group data is loaded as child region to a parent region in BMC Helix Platform.

For more information about loading region and site group data to BMC Helix Platform, see Loading-the-region-and-site-group-data-in-bulk-for-existing-users.

• Home sites are associated with people data that have home street addresses.
• If people data is configured with home street address, BMC Helix Platform loads these home street addresses as home sites.

• After initial load, every site is related to only one region.
  Important: Site is associated only with the first region that is identified during initial load. Any other subsequent association between site and region will not be loaded.

  For example:

  Site HQ is associated with multiple different regions and site groups for multiple companies in Remedy ITSM.

  Site | Company | Region | Site Group

  HQ | BMC Software | North America | Central

  HQ | BMC Software India | West | North America

  After initial sync, all of the region and site data are created in BMC Helix Platform, but only the first region identified is associated with site HQ.

• During differential synchronization, sites that are deleted from Remedy ITSM are deleted from BMC Helix Platform too.

• Region and site group not associated with site. You must manually create the association between region and site.
• You rename the region and site group data that is associated to a site in Remedy ITSM. After differential synchronization, a new entry is created for the renamed data in BMC Helix Platform along with the existing region and site group data. The renamed region or site group is not associated with site in BMC Helix Platform.
  You must manually associate the site with the renamed region and site group in BMC Helix Innovation Studio.
• During differential synchronization, any association that is deleted from Remedy ITSM is not deleted from BMC Helix Platform.
• When you delete the association between region and site or site group, and site in Remedy ITSM for a company and load the data and perform the synchronization in BMC Helix Platform, the association between region and site or site group, and site still exists in BMC Helix Platform.
• Cities are not loaded to BMC Helix Platform during data load, and might cause blank values. If there is any Foundation data that uses Geography data for cities, you must first load the cities Foundation data in BMC Helix Platform.
  For more information, see Task 1 in Loading-and-verifying-Remedy-ITSM-Foundation-data.

• During synchronization, Person Foundation data that was deleted in Remedy ITSM is deleted from BMC Helix Platform too.
• If you change the company associated for a person in Remedy ITSM, the changes are synchronized to BMC Helix Platform.

• People with OOTB person client types only are loaded to BMC Helix Platform.
• Support staff is loaded to BMC Helix Platform as agents person type and not as employees person type.The persons who are in the Enabled state are loaded as agents to BMC Helix Platform. Additionally, a Login ID is created for every agent for accessing BMC Helix Innovation Studio.
• During data load, persons are associated to a company as primary organization.
• Remedy ITSM users who have fixed licenses are assigned named licenses in BMC Helix Platform.
  Remedy ITSM users who have floating licenses are not assigned any license in BMC Helix Platform, and therefore cannot access the application. In such a case, the administrator must individually assign licenses to the users so that they can access the application. For more information, see Assigning-application-licenses-to-users.

• 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.

• The Default Notify Mechanism that is configured for all users in Remedy ITSM is not loaded to BMC Helix Platform.