This documentation applies to the 8.1 version of Remedy IT Service Management Suite, which is in "End of Version Support." You will not be able to leave comments.

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Creating customized jobs

You can choose to create your own steps for a job.


You can also choose to use custom templates to create steps by selecting the Using Custom Templates option in the Create drop-down list found in the Steps panel of the Job (New) window and selecting the required template.

This section also provides the following information:

Before you begin

You must complete filling in the initial job details as described in Creating a job.

To create steps for customized jobs

  1. Once you have saved your job, select the Step option in the Create drop-down list in the Steps panel.
  2. In the Step (New) window, specify information about the step:
    1. For Step Name, enter a descriptive name for the step.
    2. For Step Description, provide a brief description for the step.
    3. From the Step Type list, select the type of step. The options are:
      • Load step — Imports your data. For more information about the Load step and creating transformations, see Load step.
      • Validate step — Automatically verifies your data. For more information, see Validate step.


        When you select Validate, the Create Only option is enabled. If you want only new data to be created and you do not want existing records to be updated, select the Create Only check box to run the validation for this step and create new records for the target applications. Any staging form records that are duplicated by records in the target applications are flagged as errors and can be corrected using Error Management. If you do not select this check box, the validation runs in "update mode," duplicated records are not flagged as errors, and the data is pushed to the target effectively updating it.

      • Promote step — Pushes all records without errors to their respective target forms within the BMC Remedy ITSM Suite of applications. For more information, see Promote step.
  3. From the Staging Form Category list, select the required category (for example, Foundation, Process Setup, Transactional) for the staging form.
  4. From the Staging Form Name list, select the staging form name that is used by the Validate and Promote steps.


    This procedure is mandatory for the Validate and Promote steps.

  5. From the Step Group list, select the group that organizes your set of Load, Validate, and Promote steps together into a classification that makes sense for the operation (for example, the Company group logically groups the staging form and Validate and Promote steps for Company, Company Alias, Site, and Site Alias).
    You can also enter your own custom group in this field. If you save your job as a template, your group will appear as an option in the Group list.
    • The Parent Job Name displays the name of your job.
    • The status for the step is automatically set by the system.
    • The Job Owner field displays your User ID.
    • The System Messages field displays the following information:
      • For a Load step, the errors returned from the Atrium Integrator adapter plug-in
      • For a Promote step, the count of promote errors
      • For a Validate step, states that errors are detected
      • For a people promote step only, shows license counts
  6. You can select the Wait Before Execution check box to pause the job at the selected step before the step runs.


    When a job is run and a step is triggered with a wait flag, a notification is automatically sent to the job owner.

  7. You can select the Create Only check box to run the validation for this step and create new records for the target applications.
  8. Click Save.
    The Parent Job Name, Parent Job ID, Step ID,Create Date, Modified Date, and Last Modified By fields on the System Info tab are updated.
    When you manually create a Validate step, and after you click Save, the system automatically creates the associated Promote step. Also, when you manually create a Promote step, and after you click Save, the system automatically creates the associated Validate step.
  9. Repeat steps 1-8 to create customized steps for your job. After you have created all your steps, go back to your job using the breadcrumb bar at the top of the screen and change the status of the job to Built.
  10. Click Run to run your job immediately, or Job Schedule to run the job at a future time.

Related topics

Running and monitoring jobs
Scheduling jobs

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