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

Loading and verifying Remedy ITSM Foundation associations

After completing all the steps in Phase 1: Preparing to load Foundation data from Remedy ITSM and loading and verifying Remedy ITSM Foundation data, you can load existing Remedy ITSM Foundation associations for the first time and verify that the Foundation associations are loaded in BMC Helix Innovation Studio.

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 compatibility information.

Best practice

There can be multiple associations being loaded to the same Foundation data. To avoid errors in loading Foundation data associations, BMC recommends that you load one spreadsheet at a time in the sequence shown in the following image:


Task 1: To start the initial associations load from Remedy ITSM

  1. Log in to BMC Remedy IT Service Management console as an ITSM administrator.

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

  3. From the Application Administration Console, select Custom Configuration > Foundation > BMC Helix Platform > Configure Foundation SYNC.

  4. In the STEP 3 - Initial Load (Core Foundation Associations) area, click Start Initial Association Sync.

    The ITSM Foundation associations are populated into Microsoft Excel spreadsheets, and the spreadsheets are uploaded to BMC Helix Platform. The time it takes to generate the Excel spreadsheets is dependent on the volume of ITSM Foundation associations. 

    Note

    Each Excel spreadsheet can contain up to 50,000 Foundation association records. If a spreadsheet contains more than 50,000 Foundation association records, a new Excel spreadsheet is automatically created with the remaining Foundation associations, such as ProductCatalogAssociations_0 , ProductCatalogAssociations _1 , and so on.

    The following image shows an example of starting the initial load of Foundation associations from Remedy ITSM:

Task 2: To verify that Excel spreadsheets are uploaded to BMC Helix Platform

  1. Log in to BMC Helix Innovation Studio as an administrator.
  2. On the Workspace tab, click the Data Management Console application. 
  3. Click Visit Deployed Application >  Data Load

The Excel spreadsheets are displayed in the Data Load Input column. Click Refresh to view the latest Excel spreadsheets.

Task 3: To start the initial associations load from BMC Helix Innovation Studio

  1. Log in to BMC Helix Innovation Studio as an administrator.
  2. On the Workspace tab, click the Data Management Console application. 
  3. Click Visit Deployed Application >  Data Load.

  4. Select an Excel spreadsheet that contains Foundation associations and click Run Data Load to trigger the data load process. 

After the data load is completed, the processed spreadsheets are displayed in the Data Load Result column in the Data Management Console, and the processing status is displayed in the Status column beside each spreadsheet.

Task 4: To verify that associations are loaded to BMC Helix Innovation Studio

  1. In BMC Helix Innovation Studio, click Workspace > Data Management Console > Visit Deployed Application
  2. From the Data Load Result column, click the Download icon  beside the spreadsheet that displays Processed with Errors status.
    In the spreadsheet, the Data Load Result column contains the status spreadsheet that is automatically created for every load process. 

    Note

    If the Foundation data is not processed and displays an Errored status, resolve the issue by performing workaround steps specified in Troubleshooting Foundation data issues.

    The following image displays an example of a processed spreadsheet that is created automatically after the processing is completed:

  3. In IT Service Mangement Console, select the Associations Loaded and Verified check box.

Task 5: To confirm that Foundation data associations are loaded successfully to BMC Helix Innovation Studio

  1. In BMC Helix Innovation Studio, click Administration > Foundation Data > ITSM Foundation Data SYNC > Transaction Audits.
  2. On the ITSM Synchronized Foundation Data page, filter the grid by Status: Unprocessed.
    Wait till all the transaction audits are processed. 
    The following image shows an example of Foundation data that is synchronized to BMC Helix Innovation Studio:

If you want to load custom Foundation data, you must proceed only after verifying that the out-of-the-box and custom Foundation data associations are loaded successfully.

Where to go from here

ActionReference
If you want to load custom Foundation dataLoading and verifying custom Remedy ITSM Foundation data
If you do not want to load custom Foundation dataViewing the synchronized Foundation data


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