Foundation data load and synchronization considerations
Before you load existing Remedy IT Service Management (Remedy ITSM) Foundation data to BMC Helix Platform, ensure that you are using a compatible version for the data load and understand the considerations for synchronizing Foundation data to BMC Helix Platform.
Foundation data load version compatibility information
Remedy ITSM version 9.1 Service Pack 3 or later is compatible for loading Foundation data to BMC Helix Platform.
Foundation data types that can be loaded
You can load and synchronize custom Foundation data to BMC Helix Platform:
- Foundation data: Person, Company, Site, Support Group, Product Category, and Operational Category
- Foundation associations: Direct and indirect Foundation associations between Person, Company, and Site Foundation data
Important
- You cannot load and synchronize seed or out-of-the box Foundation data.
Before synchronizing Foundation data from Remedy ITSM to BMC Helix Platform, ensure that you do not create Foundation data manually in BMC Helix Platform with the same value as that in Remedy ITSM.
For example, if the login id dwarner already exists in Remedy ITSM then ensure that you do not create the same login id manually in BMC Helix Platform.
How synchronization works for created, updated, and deleted Foundation data
The following table describes how Foundation data is synchronized to BMC Helix Platform when it is created, updated, or deleted from Remedy ITSM:
Remedy ITSM Foundation data | BMC Helix Platform Foundation data |
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Foundation data is created. | A similar Foundation data is created. For example, AR user Foundation data is newly created in Remedy ITSM, a relevant Person foundation data is automatically created in . |
Existing Foundation data is updated. | Associated Foundation data is updated. |
Foundation data is deleted. | Foundation data that is deleted from Remedy ITSM is deleted from BMC Helix Platform. |
An association is created between the Foundation data. | A similar association is created between the respective Foundation data in BMC Helix Platform. |
Existing association between the Foundation data is updated or removed. | Select Foundation data associations are updated or removed in BMC Helix Platform. |
Supported Remedy ITSM Foundation data for data load and synchronization
The Foundation data model differs between Remedy ITSM and BMC Helix Platform. As a result, data corresponding to some Remedy ITSM Foundation data mappings are not loaded to BMC Helix Platform.
Only the rename made to the Foundation data by using the data wizard is supported. Any rename made to the Foundation data by altering the data through SQL queries or any other backend changes is not supported.
Best practice
Company
The following table provides information about Foundation data that is loaded and synchronized from Remedy ITSM to BMC Helix Platform:
Foundation data loaded or synchronized from Remedy ITSM | Foundation data not loaded from Remedy ITSM |
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Region and Site
You must update the Region, Site Group, and Site data model when the data is moved to BMC Helix Platform, because the Foundation data model differs between Remedy ITSM and BMC Helix Platform. The following table provides information about Foundation data that is loaded and synchronized from Remedy ITSM to BMC Helix Platform:
Foundation data loaded or synchronized from Remedy ITSM | Foundation data not loaded from Remedy ITSM |
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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.
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Person
The following table provides information about Foundation data that is loaded and synchronized from Remedy ITSM to BMC Helix Platform:
Foundation data loaded or synchronized from Remedy ITSM | Foundation data not loaded from Remedy ITSM |
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Restrictions in Remedy ITSM Foundation data synchronization
When you synchronize the Foundation data changes from Remedy ITSM to BMC Helix Platform, you encounter the following restrictions:
- You can perform a one-way synchronization only; any changes to Remedy ITSM Foundation data are automatically updated to BMC Helix Platform.
Changes in BMC Helix Platform Foundation data are not updated to Remedy ITSM. You cannot modify the synchronized Foundation data fields in BMC Helix Platform.
This behavior ensures that the Foundation data is not corrupted or lost during synchronize.You can configure additional data that does not exist in Remedy ITSM. For example, Create functional roles in Agent, Employee, Customer, and Vendor Foundation data.
Related topics
Leveraging Remedy ITSM Foundation data
Loading existing Foundation data from Remedy ITSM
Foundation field mappings in Remedy ITSM and BMC Helix Platform
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