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

Viewing the synchronized Foundation data

After you load the Foundation data and associations from Remedy IT Service Management (Remedy ITSM), you can view the Foundation data that is synchronized to BMC Helix Platform. All changes made to Remedy ITSM Foundation data are synchronized with BMC Helix Platform, regardless of whether the data is in online or offline state. The Foundation data, that is loaded from Remedy ITSM, is locked for editing and cannot be modified in BMC Helix Platform.

Note

You can load and synchronize 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.

To view the synchronized Foundation data

You can view the synchronized Foundation data from BMC Remedy IT Service Management Console.

In the IT Service Mangement Console, expand Monitor Data Updates
The Summary column displays a list of Foundation data that must be synchronized, and the Transfer Status column displays the synchronization status. 
The following image shows an example of Foundation data changes that are synchronized to BMC Helix Innovation Studio:

This is the final step in the process of loading Foundation data from Remedy ITSM to BMC Helix Platform. 

Common tasks after synchronizing Foundation data

After verifying the synchronized Foundation data from Remedy ITSM to BMC Helix Platform, the Foundation data is locked for editing and cannot be modified. However, you can leverage the data to create new data, extend existing data, or modify associations between the data. 

The following table explains the common tasks that administrators might want to perform after loading data from Remedy ITSM:

TaskReference
  • To create a new support group for a Primary organization of type Operating Organization that is brought over from Remedy ITSM.
  • To create a new support group for a Primary organization of type Service Provider that is brought over from Remedy ITSM.
You can create a new child support group by following the instructions in To create secondary organization.
  • To assign an existing agent from Remedy ITSM to a newly created support group in BMC Helix Platform.
You can assign an agent to the newly created support group by creating a direct or indirect affiliation between the agent and the support group.
  • To add new customers for an existing Primary organization of type customer that is brought forth from Remedy ITSM.
You can create new customers by following the instructions in To create person data.

Related topics

Loading existing Foundation data from Remedy ITSM

Synchronizing Foundation data changes to BMC Helix Platform

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