Troubleshooting BMC Helix Platform Foundation data sync utility for Remedy ITSM
As a Remedy IT Service Management (Remedy ITSM) and BMC Helix Platform user, you can leverage Foundation data from Remedy ITSM in BMC Helix Platform.
To ensure faster onboarding and engagement of users in your organization, you can load existing Foundation data from Remedy ITSM to BMC Helix Platform in bulk.
Example
You are a customer of Remedy ITSM and have purchased applications developed on BMC Helix Platform, such as BMC Helix Chatbot.
You want to use Foundation data from Remedy ITSM in BMC Helix Chatbot to ensure faster onboarding of users in your organization as well as to maintain data integrity.
Step 1: Understand the Foundation data model of Remedy ITSM v/s BMC Helix Platform
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. For more information, see Foundation data load and synchronization considerations.
Step 2: Install the BMC Helix Platform sync utility for Remedy ITSM
Install the appropriate version of Remedy ITSM. All the Remedy ITSM versions starting from 9.1.03 are supported for loading Foundation data to BMC Helix Platform.
To load the Foundation data from Remedy ITSM to BMC Helix Platform you must prepare your system for data transfer. You must download the following predefined files in BMC Remedy Deployment Application (D2P package):
- Atrium Integrator jobs and transformations, forms, and filters—Loads and synchronizes Foundation data from Remedy ITSM.
- Synchronization plug-in—Automatically synchronizes any changes in Remedy ITSM Foundation data to BMC Helix Platform.
For more information, see Installing the BMC Helix Platform sync utility for Remedy ITSM.
Step 3: Setup a connection between Remedy ITSM and BMC Helix Platform to perform a data transfer
To ensure that Foundation data from Remedy ITSM is loaded to BMC Helix Innovation Studio, you must connect the repositories by specifying the source (Remedy ITSM) and target (BMC Helix Platform) Foundation library details in Remedy ITSM.
For more information, see Connecting the Foundation data repositories.
Important
For SaaS customers, Step 2 and Step 3 is performed by BMC SaaS Operations.
Important
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 Allen already exists in Remedy ITSM, then ensure that you do not create the same login id manually in BMC Helix Platform.
Step 4: Load the Foundation data
For more information, see Loading and verifying Remedy ITSM Foundation data.
When you run the first job it will create spreadsheets in Data Management Console in BMC Helix Innovation Studio.
Best practice
BMC recommends that you load one spreadsheet at a time, and you trigger the data load in the recommended sequence as mentioned in the Loading and verifying Remedy ITSM Foundation data.
Step 5: Load the Foundation Association data
For more information, see Loading and verifying Remedy ITSM Foundation associations.
When you run the second job it will create spreadsheets in Data Management Console in BMC Helix Innovation Studio.
Best practice
BMC recommends that you load one spreadsheet at a time, and you trigger the data load in the recommended sequence as mentioned in the Loading and verifying Remedy ITSM Foundation associations.
Step 6: Load and verify custom Foundation data (Applicable only if you want to load custom Foundation data)
For more information, see Loading and verifying custom Remedy ITSM Foundation data.
Step 7: Initial Load Confirmation to start auto synchronization of Remedy ITSM Foundation data
After you load the Foundation data and the associations from Remedy ITSM, this is the final step in the process of loading Foundation data from Remedy ITSM to BMC Helix Platform.
Any changes made to Remedy ITSM Foundation data should auto synchronize with BMC Helix Platform. The Foundation data, that is loaded from Remedy ITSM, is locked for editing and cannot be modified in BMC Helix Platform.
Troubleshooting common Foundation data sync issues:
Issues | Description | |
---|---|---|
1. | ERROR (306) or ERROR (9146) found in Processed - Person spreadsheet and Transaction Audit form in BMC Helix Innovation Studio.
Or
| 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. 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 |
2. | Users status are showing as OFFLINE in BMC Helix Platform. | In BMC Helix Platform, a user status shows as OFFLINE when it is not associated with any Primary Organization. In simple words, if the Organization (Company) field is blank in a user profile then user status will automatically set to offline. Initial SYNC loads 2 sets of information:
Only after all the associations are done, you will see the correct status of users. Most of the users forget to run second job (Load and verify Foundation associations) and end up seeing OFFLINE status. For more information, see Loading and verifying Remedy ITSM Foundation associations. |
3. | Unable to establish successful connection between Remedy ITSM and BMC Helix Platform Foundation data sync utility for Remedy ITSM.
Or
| Check the connectivity between Remedy ITSM and BMC Helix Platform.
|
4. | Remedy ITSM Foundation data load or auto sync job is not working, and records are stuck in Unprocessed status. |
If connection is successfully established, and then check the following list:
The synchronization plug-in is scheduled to run at 12 AM daily so that the Foundation data changes synchronize every 24 hours. If you want, you can change the synchronization interval time. Best practice: BMC recommends that you can schedule the plug-in to run up to a maximum of four times per day. Synchronization operations are memory intensive. Frequent synchronizations can affect server performance and increase synchronization errors.
|
5. | Entries are stuck in Unprocessed status in Transaction Audit form in BMC Helix Innovation Studio. | In BMC Helix Platform, there are escalations or rules with various trigger events. The rule SYNC Control in Foundation application is scheduled to trigger on interval of every 30 minutes on FoundationSYNC record definition. What you see in Transaction Audit is same as what is present in FoundationSYNC record definition. If you find the entries are stuck in the Transaction Audit form with Unprocessed status, then perform the following steps: Important: You must perform the above step only when we need to run the transaction audits which are in errored or Info status.
|
6. | Foundation data load fails with java.lang.OutOfMemoryError exceptions. | This error occurs due to insufficient Pentaho memory size.
|
7. | Foundation data spreadsheet stuck in Queued status in Data Management Console in BMC Helix Innovation Studio. | This error could occur because of connection/ network issue in BMC Helix Platform or it could be related to one corrupted entry in spreadsheet. You can perform the following steps:
|
8. | Unable to load attachments with size more than 2 MB, in BMC Helix Platform. |
|
Important
Logs are the key to troubleshoot any issue. In case of Foundation data sync issues it requires process logs, filter, rule, SQL, API logs in one server.log file.
Comments
Log in or register to comment.