Mapping Foundation and CMDB data

This section explains the details of how you can map and load/onboard Foundation and CMDB data from Remedyforce to Helix ITSM using the Data Management console, by downloading and populating data in the data load spreadsheets. 

Perform the following steps:

1. Export the data from Remedyforce system
2. Map the Foundation data into the dataload spreadsheet
3. Map the CMDB data into the dataload spreadsheet

Exporting data from Remedyforce system

Export the data to be mapped from Remedyforce system.

Refer to any one of the following methods to export the data: 

1. Data loader - export data
2. Data Export Service page

Include all objects and fields in the export.

Export the data for the following objects:

1. Foundation objects:
   1. Account
   2. Category
   3. Group
   4. User
2. CMDB objects:
   1. BMCServiceDesk__CMDB_Class
   2. BMCServiceDesk__BMC_BaseElement
   3. BMCServiceDesk__BMC_BaseRelationship

Use the reports generated for these objects to update the dataload spreadsheets with the correct mapping; see Mapping the Foundation data

Mapping the Foundation data

To load data into the ITSM Foundation forms, you need to populate data to the following dataload spreadsheets. We recommend to load the data by creating a separate job for each of the objects.

• Company
• PeopleOrg
• Location
• OperationalCatalog
• Support_Group
• People

The People spreadsheet contains sheets to populate data and load for People, Support Group Association, Permissions Groups, and Functional Roles. We recommend to load data into those forms in separate jobs and in the following order:

1. Populate the CTM:LoadPeople sheet for all non-support staff and load the data.
2. After successfully loading the data, populate the CTM:LoadPeople and CTM:LoadSupportGroupAssociation sheets for all support staff and load the data.
3. Populate the CTM_LoadPeoplePermissionGroups sheet with Data access permissions for all users.
4. Populate the CTM_LoadPeoplePermissionGroups sheet with the Application Permission required for each user.
   You may require a few jobs to be run to cover all your users if you have multiple permissions to be given to many of your users.
   
5. Finally populate the CTM_LoadSGPFunctionalRole sheet with the functional roles required for your users and load the data.

The following table shows the respective objects in Remedyforce to map the Foundation data to the respective forms in the BMC Helix Innovation Suite Cloud system:

To map the Foundation data

Perform the steps in the following procedures to map the identified object in Remedyforce to the respective form in BMC Helix Innovation Suite Cloud.

Map Account to Company

Perform the following steps to map the Account object in Remedyforce to Company form of the BMC Helix Innovation Suite Cloud:

1. Make sure that the report exported from Remedyforce includes the following fields:
   
   1. Account Name
   2. Remedyforce Account
   3. Cost Center
   4. Website
2. Populate the spreadsheet accurately to avoid duplicate account name entries.
3. In the Company.xlsx spreadsheet, map the data in the following sheets:
   1. Open the Company.xlsx spreadsheet.
   2. Open the COM_LoadCompany sheet.

   3. Use the data from the report exported from Remedyforce and map the objects as per the following table:

      Important

      An asterisk on a field name in the following table indicates that the field is mandatory and it needs to be mapped.

1. 1. Fields in the Sheet name: COM_LoadCompany	Fields in the object: Account	Mapping Value
      Company*	Account Name	Account Name
      Type*	Remedyforce Account	If the value of Remedyforce Account field is true, the Type* is Operating Company; otherwise the Type* is Customer.
      Cost Center	Cost Center	Cost Center
      Web Page	Website	Website
      Status*	Inactive	If the value of the Inactive field is false, set the Status* as Enabled; otherwise the Status* is Offline.

Map Account object to CTM:People Organization form

1. Make sure that the report exported from Remedyforce includes the Inactive field.

   Best Practice

   We recommend that you load only Active accounts.

2. Populate the spreadsheet accurately to avoid duplicate account name entries.
3. In the PeopleOrg.xlsx spreadsheet, map the data in the following sheets:
   1. Open the PeopleOrg.xlsx spreadsheet.
   2. Open the CTM_LoadPeopleOrganization sheet.

   3. Use the data from the report exported from Remedyforce and map the objects according to the following table:

      Important

      An asterisk on a field name in the following table indicates that the field is mandatory and it needs to be mapped.

      Fields in the  Sheet name: CTM_LoadPeopleOrganization	Fields in the object: Account	Mapping value
      Company*	Account Name	Account Name
      Organization*	Account Name	Account Name
      Department*	Account Name	Account Name
      Status*	Inactive	If the value of the Inactive field is false, set the Status* as Enabled; otherwise the Status* is Offline.

Map Account object to SIT:Site form

1. Make sure that the report exported from Remedyforce includes the following fields:
   1. Account Name
   2. Account Description
   3. Inactive (We recommend loading only active sites)
   4. Billing Country
   5. Billing City
   6. Account Fax
   7. Billing Street
   8. Billing Zip/Postal Code
   9. Billing Country
   10. Shipping Country
   11. Shipping State/Province
   12. Shipping City
   13. Shipping Street
   14. Shipping Zip/Postal Code
   15. Shipping Country
       
       
2.  In the Location.xlsx spreadsheet, map the data in the following sheets:
   1. Open the Location.xlsx spreadsheet.
   2. Open the SIT_LoadSite sheet.

   3. Use the data from the report exported from Remedyforce and map the objects as per the following table:

      Important

      An asterisk on a field name in the following table indicates that the field is mandatory and it needs to be mapped.

      Fields in the Sheet Name: SIT_LoadSite	Fields in the object: Account	Mapping Value
      Site Name*	Shipping Street	For Shipping Street record, map the value from Shipping Street field record map value from Billing Street field.
      Street	Shipping Street Billing Street	For Shipping Street record, map value from Shipping Street field record map value from Billing Street field.
      Country*	BillingCountry ShippingCountry	For Shipping Street record: For Country*, map the value from the ShippingCountry field. If the value of the ShippingCountry field is empty, specify the Country* as UNKNOWN. For Billing Street record: For Country*, map the value from the BillingCountry field. If the value of the BillingCountry field is empty, specify the Country* as UNKNOWN.
      State/Province	Shipping State/Province Billing State/Province	For Shipping Street record, map the value from Shipping State/Province field. For Billing Street record, map the value from Billing State/Province field.
      City*	BillingCity Shipping City	For Shipping Street record: For City*, map the value from the ShippingCity field. If the value of the ShippingCity field is empty, specify the City* as UNKNOWN. For Billing Street record: For City*, map the value from the BillingCity field. If the value of the BillingCity field is empty, specify the City* as UNKNOWN.
      Zip/Postal Code	Shipping Zip/Postal Code Billing Zip/Postal Code	For Shipping Street record, map the value from Shipping Zip/Postal Code field For Billing Street record, map the value from Billing Zip/Postal Code field
      CC Site Fax	Account Fax	Account Fax
      Area Site Fax	Account Fax	Account Fax
      Local Site Fax	Account Fax	Account Fax
      Additional Site Details	Shipping Street Billing Street	For Shipping Street record map value from record map value from Billing Street field
      Status*	Inactive	If the value of the Inactive field is false, set the Status* as Enabled; otherwise the Status* is Offline.

   4. Open the CTM_LoadRegion sheet.

   5. Use the data from the report exported from Remedyforce and map the objects as per the following table:

      Fields in the Sheet name: CTM_LoadRegion	Fields in the object: Account	Mapping Value
      Region*	Constant	Not applicable
      Company*	Account Name	Account Name
      Status*	Inactive	If the value of the Inactive field is false, set the Status* as Enabled; otherwise the Status* is Offline.

   6. Open the SIT_LoadSiteGroup sheet.

   7. Use the data from the report exported from Remedyforce and map the objects as per the following table:

      Fields in the Sheet name - SIT_LoadSiteGroup	Fields in the object: Account	Mapping Value
      Site Group*	Constant	“All”
      Company*	Account Name	Account Name
      Region	Constant	“All”
      Description	Account Description	Account Description
      Status*	Inactive	If the value of the Inactive field is false, set the Status* as Enabled; otherwise the Status* is Offline.

   8. Open the SIT_LoadSiteCompanyAssoc sheet.

   9. Use the data from the report exported from Remedyforce and map the objects as per the following table:

      Important

      An asterisk on a field name in the following table indicates that the field is mandatory and it needs to be mapped.

      Fields in the Sheet name - SIT_LoadSiteCompanyAssoc	Fields in the object: Account	Mapping Value
      Site*	Shipping Street Billing Street	For Shipping Street record, map the value from Shipping Street field record map value from Billing Street field
      Company*	Account Name	Account Name
      Region	Constant	All
      Site Group	Constant	All
      Status*	Inactive	If the value of the Inactive field is false, set the Status* as Enabled; otherwise the Status* is Offline.

Map Category to CFG:Service Catalog

 Check the levels of categories stored in the Category fields and map as per the following points:

• If a category value does not have a parent category:
  • Map it to Categorization Tier 1* field. Set the Categorization Tier 2 and Categorization Tier 3 fields as NULL.
• If a category value has a parent category and the category value has two levels. For example, “HR-Onboarding - Telecom setup”
  • Map the Categorization Tier 1* field as HR-Onboarding
  • Categorization Tier 2 field as Telecom setup
  • Categorization Tier 3 field as NULL.
• If a category value has a parent category and the category value has three levels. For example, “Client Services-Application-Enhancement”
  • Map the Categorization Tier 1* field as Client Services
  • Categorization Tier 2 field as Application
  • Categorization Tier 3 field as Enhancement.

Perform the following steps to map the Category object in Remedyforce to CTM:People Organization form of the BMC Helix Innovation Suite Cloud:

1. Make sure that the report exported from Remedyforce includes the following fields:
   1. Parent Category
   2. Category
   3. Inactive
      
      
2. In the OperationalCatalog.xlsx spreadsheet, map the data in the following sheets:
   1. Open the OperationalCatalog.xlsx spreadsheet.
   2. Open the CFG_LoadServiceCatalogAssoc sheet.

   3. Use the data from the report exported from Remedyforce and map the objects as per the following table:

      Important

      An asterisk on a field name in the following table indicates that the field is mandatory and it needs to be mapped.

      Fields in the Sheet name: CFG_LoadServiceCatalogAssoc	Fields in the object: Category	Mapping Value
      Company*	Constant	- Global -
      Categorization Tier 1*	Category	Based on the levels of categories stored in the Category field
      Categorization Tier 2	Category	Based on the levels of categories stored in the Category field
      Categorization Tier 3	Category	Based on the levels of categories stored in the Category field
      Status*	Inactive	If the value of the Inactive field is false, set the Status* as Enabled; otherwise the Status* is Offline.

   4. Open the CFG_LoadServiceCatalog sheet.

   5. Use the data from the report exported from Remedyforce and map the objects as per the following table:

      Fields in the Sheet name: CFG_LoadServiceCatalog	Fields in the object: Category	Mapping Value
      Categorization Tier 1*	Category	Based on levels of categories stored in Category field
      Categorization Tier 2	Category	Based on levels of categories stored in Category field
      Status*	Inactive	If the value of the Inactive field is false, set the Status* as Enabled; otherwise the Status* is Offline.

Map Group to CTM:Support Group

1. Make sure that the report exported from Remedyforce includes the name of the support groups. 
2. If you have any duplicate account name entries, ensure that you pick the right one to populate the spreadsheet.
3. Map the data in the Support_Group.xlsx spreadsheet:
   1. Open the Support_Group.xlsx spreadsheet.
   2. Open the CTM_LoadSupportGroup sheet.

   3. Use the data from the report exported from Remedyforce and map the objects as per the following table:

      Important

      An asterisk on a field name in the following table indicates that the field is mandatory and it needs to be mapped.

      Fields in the Sheet name: CTM_LoadSupportGroup	Fields in the object: Group	Mapping Value
      Support Company*	Enter the value from COM:Company form	Entries in this required field must match a company already loaded in the COM:Company form. The combination of Support Company, Support Organization, and Support Group Name must be unique.
      Support Organization*	Enter the value from COM:Company form	NA
      Support Group Name*	Name	Support group name extracted from the report.
      Support Group Role*	Constant	Help Desk
      Vendor Group*	Constant	1
      Status*	Constant	1
      Disable Group Notifications	Constant	0

Map User to CTM:People form

Perform the following steps to map the User object in Remedyforce to CTM:People form of the BMC Helix Innovation Suite Cloud:

1. Make sure that the report exported from Remedyforce includes the following fields:
   
   • Username  
   • Locale  
   • Mobile  
   • Full Name  
   • Last Name  
   • FirstName  
   • Profile 
   • Account 
   • Title  
   • VIP  
   • Extension  
   • Fax  
   • Mobile  
   • Phone  
   • Email  
   • Pager  
   • Time Zone  
   • IsActive   
2. Map the data in the People.xlsx spreadsheet:
   1. Open the People.xlsx spreadsheet.
   2. Open the CTM_LoadPeople sheet.

   3. Use the data from the report exported from Remedyforce and map the objects as per the following table:

      Important

      An asterisk on a field name in the following table indicates that the field is mandatory and it needs to be mapped.

      Fields in the Sheet name: CTM_LoadPeople	Fields in the object: User	Mapping Value
      Last Name*	Last Name	Last Name
      First Name*	FirstName	Map the value of the FirstName field. If the FirstName field is empty, enter a dot ".".
      Title	Title	Title
      Person ID	User ID	User ID
      Client Type*	Constant	2000
      VIP*	VIP	If the value of the VIP field is true, map to Yes; otherwise map to No.
      Client Sensitivity*	Constant	1
      Support Staff*	Profile	If the Profile value is ServiceDesk Staff or ServiceDesk Change Manager, set the Support Staff* to 0. If the Profile value is ServiceDesk Client , set the Support Staff* to 1.
      Assignment Availability	Use either of the following values. 0 — Yes 1 — No	This field is required if the Support Staff field is set to Yes. The assignment menu shows the record of the people for whom you have set the assignment availability.
      Company*	Account	Entries in this required field must match a company already loaded in the COM:Company form or a company being loaded by the Company.xlsx spreadsheet.
      Email Address*	Email	Email
      Site	Obtain the value from the SIT:Site form	Entries in this field must match a site already loaded on the SIT:Site form or a site being loaded by the Location spreadsheet.  Important: This field is required if the Client Type is one of the followings: Office-Based Employee Field-Based Employee Contractor
      Home Time Zone	Time Zone	Time Zone
      CC Mobile	Mobile	Mobile
      Area Mobile	Mobile	Mobile
      Local Mobile	Mobile	Mobile
      CC Business Fax	Fax	Fax
      Area Business Fax	Fax	Fax
      Local Business Fax	Fax	Fax
      CC Pager	Pager	Pager
      Area Pager	Pager	Pager
      Local Pager	Pager	Pager
      Corporate Email	Email	Email
      Notification Availability	Constant	0
      CC Pager NT	Pager	Pager
      Area Pager NT	Pager	Pager
      Local Pager NT	Pager	Pager
      Login ID	Username	Username
      License Type	Select from the following options: 0 or Read  1 or Fixed  2 or Floating	Map the valid values.
      Full Text License Type	Select from the following options: 0 or Read  1 or Fixed  2 or Floating	Map the valid values.
      Contact Type	Primary	Primary
      Profile Status*	IsActive	If the value of the IsActive field is true, set the Profile Status* as Enabled; otherwise the Profile Status* is Offline.

Map GroupMember object to CTM_LoadSupportGroupAssociation form 

1. Make sure that the report exported from Remedyforce includes the following fields: 
   • UserOrGroupId
   • Group.Name 
2. Map the data in the People.xlsx spreadsheet)
   1. Open the People.xlsx spreadsheet. 
   2. Open the CTM_LoadSupportGroupAssociation sheet. 

   3. Use the data from the report exported from Remedyforce and map the objects as per the following table:
      

      An asterisk on a field name in the following table indicates that the field is mandatory and it needs to be mapped.

3. Fields in the Sheet name:   CTM_LoadSupportGroupAssociation	Fields in the object: Group Member	Mapping Value
   Login ID*	UserOrGroupId	UserOrGroupId
   Company*	Enter a valid company name.	Entries in this required field must match a company already loaded in the CTM:SupportGroup form or a company being loaded by the SupportGroup.xlsx spreadsheet.
   Support Organization*	Enter a valid support organization.	Entries in this required field must match an organization already loaded in the CTM:SupportGroup form or an organization being loaded by the SupportGroup.xlsx spreadsheet.
   Support Group*	Group.Name	Group.Name
   Support Group Association Role*	Constant	Member
   Assignment Availability*	Constant	0
   Default*	Select either of the following values: 0 — Yes 1 — No	For each Login ID, only one support group record can have the default set to Yes.

Map People to permission group

Create required data access and application permissions for the users using CTM_LoadPeoplePermissionGroups sheet. For more information about people permission groups, see Assigning permission groups and permissions on an individual basis in BMC Helix ITSM documentation.

Load support group functional roles of the users using CTM_LoadSGPFunctionalRole sheet. 

To map the CMDB data

Remedyforce stores all the CMDB data in the following three API objects:

1. BMCServiceDesk__CMDB_Class – CMDB_Class maintains the CMDB metadata that contains the class name. The attributes for each class are maintained in the BMC_BaseElement object. 
2. BMCServiceDesk__BMC_BaseElement – This object contains all the class attributes information for all the CI types supported in Remedyforce.
3. BMCServiceDesk__BMC_BaseRelationship – This object contains the relationship information of all the CI types. 

All field names in the Remedyforce database will have a prefix of BMCServiceDesk__ and a suffix with __c. In this procedure, we show only the field names that are visible in the Remedyforce UI/label.

For example, the field name ClassID is shown as BMCServiceDesk_ClassID_c in the Remedyforce database.

The following list shows the spreadsheets needed for loading CMDB data:

1. Transactional_CI_Express
2. Transactional_Asset

Map the BaseElement class to a report

Each CI from Remedyforce will be created as an entry in the corresponding class form in ITSM. The Transactional_CI_Express spreadsheet has different sheets for different classes such as Computer System, Product, Process. 

Make sure that the BMCServiceDesk__BMC_BaseElement data exported from Remedyforce includes the following fields:

• ClassID
• Class Name
• Instance Name
• Id
• Serial #
• Supported
• Primary Capability
• Capabilities
• Description
• CITag
• OwnerName
• OwnerContact
• Manufacturer Name
• Site
• CFRM Site Name
• Maximum Block Size
• Licenses Available

1. In the BMCServiceDesk_CMDB_Class object, identify the class name for each of the following classes.
   The following table shows the mapping between the Remedyforce object name, Class Name, and the spreadsheet.

   Remedyforce object name	CMDB Class Name/AST Class name	Sheet name/Tab name in spreadsheet ‘Transactional_CI_Express.xlsm’
   BMC_BaseElement	BMC_BusinessService / AST_BusinessService	AST_BusinessService
   BMC_BaseElement	BMC_ComputerSystem / AST _ComputerSystem	AST _ComputerSystem
   BMC_BaseElement	BMC_Product / AST _Product	AST _Product
   BMC_BaseElement	BMC_Processor / AST _Processor	AST _Processor
   BMC_BaseElement	BMC_OperatingSystem / AST _OperatingSystem	AST _OperatingSystem
   BMC_BaseElement	BMC_Application / AST _Application	AST _Application
   BMC_BaseElement	BMC_Document / AST _Document	AST _Document
   BMC_BaseElement	BMC_Database / AST _Database	AST _Database
   BMC_BaseElement	BMC_DiskDrive / AST _DiskDrive	AST _DiskDrive
   BMC_BaseElement	BMC_Printer / AST _Printer	AST _Printer
   BMC_BaseElement	BMC_UPS / AST _UPS	AST _UPS
   BMC_BaseElement	BMC_Equipment / AST _Equipment	AST _Equipment
   BMC_BaseElement	BMC_Monitor / AST _Monitor	AST _Monitor
   BMC_BaseElement	BMC_Rack / AST _Rack	AST _Rack
   BMC_BaseElement	BMC_PhysicalLocation / AST _PhysicalLocation	AST _PhysicalLocation
   BMC_BaseElement	BMC_FloppyDrive / AST _FloppyDrive	AST _FloppyDrive
   BMC_BaseElement	BMC_CDROMDrive / AST _CDROMDrive	AST _CDROMDrive
   BMC_BaseElement	BMC_Card / AST _Card	AST _Card
   BMC_BaseElement	BMC_FileSystem / AST _FileSystem	AST _FileSystem

2. Get the ID value from the BMCServiceDesk_CMDB_Class object for each unique ClassName value.
3. Search for the specific class ID in the CMDB_Class field in the BMCServiceDesk__BMC_BaseElement object in Remedyforce.
   You will get a list of CIs for the respective class names.
4. Export all the CI data for each Class separately.
   Make sure that you get the data for all the fields mentions in the mapping table below:

5. Populate each sheet of the Transactional_CI_Express spreadsheet and run separate jobs.
   For example: Populate the sheet AST:ComputerSystem and run a job to load the data, and once successfully loaded then repeat the steps and load separate jobs for each of the 20 classes.
   Use the following table to perform the mappings:

   Important

   An asterisk on a field name in the following table indicates that the field is mandatory and it needs to be mapped.

6. Fields in the Spreadsheet name: Based on Class Type	Fields in the object: BaseElement	Mapping value
   Class Id*	ClassID	For both the Class ID and Class Name fields in the spreadsheet, you need to populate the class name value from Remedyforce. CMDB_Class holds a foreign key reference of the Class Name present in the CMDB_Class table. Enter the class name in CAPITAL letters. For example, if the class name is BMC_Computer_System, enter BMC_COMPUTERSYSTEM.
   CI Name*	ClassName	For both the Class ID and Class Name fields in the spreadsheet, you need to populate the class name value from Remedy Force. This field uses a static value, so the class name is shown in mixed-case capitalization. For example, the Computer System class shows the value as BMC_ComputerSystem
   CI Description*	Instance Name	Instance Name
   CI ID+	Id(should we mention the ID, I could not find the ID field in RF Base element form)	This field is not visible on Remedyforce UI. This field is exposed only via export.
   Status*	CI_Status	Deployed For this field, populate only the value Deployed for all CIs you are onboarding.
   Submitter*	Constant	Remedy login and user name or ID of who is creating the job
   Serial Number	Serial #	Serial #
   Supported	Supported	Supported
   Primary Capability	Primary Capability	Primary Capability
   Capabilities	Capabilities	Capabilities
   Additional Information	Description	Description
   Tag Number	CITag	This field is not visible on Remedyforce UI. This field is exposed only via export.
   Owner Name	OwnerName	OwnerName
   Owner Contact	OwnerContact	OwnerContact
   Manufacturer	Manufacturer Name	Manufacturer Name
   Site+	Site	Site
   Site Group	CFRM Site Name	CFRM Site Name
   Max Block Size	Maximum Block Size	Maximum Block Size
   Licenses Available	Licenses Available	Licenses Available

Map the BaseRelationship class to a report 

Make sure that the BMCServiceDesk__BaseRelationship data exported from Remedyforce includes the following fields:

• ImpactDirection
• CMDB_Class
• Destination

To export and load the relationship data for each Parent CI name

1. Use Parent CI name in a separate job. 
2. Create spreadsheets for all the Parent CI names available in Remedyforce.

3. For each Parent CI spreadsheet, map the following fields:

   Important

   An asterisk on a field name in the following table indicates that the field is mandatory and it needs to be mapped.

   Fields in the Sheet Name:  AST_LoadBMC_BaseRelationship	Fields in the object - BaseRelationship	Mapping Value
   Relationship Type*	ImpactDirection	ImpactDirection
   Parent CI Name*	Source	Source
   Child CI Name*	Destination	Destination
   Parent ClassId*	Source.ClassId	Parent Class Id For example: AST: Computer system Class Id is "BMC_COMPUTERSYSTEM"
   Child ClassId*	Destination.ClassId	Child Class Id For example: AST: Product Class Id is "BMC_PRODUCT"
   Parent CI Company*	Enter a valid  company name	Get the value from Source field and look up the value in the Instance Name field of the Base Element object to identify the CI. Then get the value in Service Provider field of the Base Element object and look up the value in the Account ID field in the Account object to identify the account details. From the account details, complete the corresponding Account Name in the Parent CI Company.
   Child CI Company*	Enter a valid  company name	Get the value in Destination field and look up the value in the Instance Name field of the Base Element object to identify the CI. Then get the value in Service Provider field of the Base Element object and look up the value in the Account ID field in the Account object to identify the account details. From the account details, complete the corresponding Account Name in the Parent CI Company.

Where to go from here

Go to Stage 6: Data load/Onboarding in the topic Migration process for Remedyforce to BMC Helix Innovation Suite Cloud.