This documentation supports the 9.0 version of Remedy IT Service Management Suite.

To view the latest version, select the version from the Product version menu.

Data Management

Note

BMC strongly recommends that you read and understand all of the topics under the Data Management section before you start to use the Data Management utility.

A good place to start is with the Overview of the data load process topic.

This section provides information about how to use the Data Management component.

The Data Management section contains the following sections:

This page contains the following information:

Introduction to the Data Management component

The Data Management component is a web-enabled tool to use when loading data from earlier versions of BMC Remedy, or from legacy systems, into the current release of BMC Remedy ITSM Suite.

You can also use the Data Management component to update the following levels of data:

  • foundation
  • process setup
  • transactional

For more information about these levels of data, see Levels of BMC Remedy ITSM Suite data.

Note

For an introduction to Data Management concepts, be sure to view
the following video presentation. 
 

The dataload tool provides a job-based framework that supports job-based data loads. You can use the tool to import data for:

  • Foundation (which contains the common forms and data that are needed to support the BMC Remedy ITSM Suite of applications)
  • BMC Change Management (and Release Management)
  • BMC Asset Management (and Software License Management)
  • BMC Service Desk
  • BMC Knowledge Management

Note

 BMC Service Level Management does not support SVT or SLA import through Data Management (DM). It only supports transaction data through DM.

You can also use the dataload tool to import data for BMC Service Request Management. Be aware, however, that the tool uses a different method to import data into the BMC Service Request Management application than it does for BMC Remedy ITSM. For more information about importing data into BMC Remedy Service Management, see Importing SRDs, PDTs, and supporting data in the BMC Service Request Management documentation space.

The job-based framework provides support for:

Automated job scheduling

Multiple users performing multiple simultaneous dataloads

Multi-tenancy, which means users can create dataload jobs and templates that can be restricted to specific companies

Centralized error handling

Case insensitivity correction and alias replacement during validation

Loading data from various sources; for example:

  • Lightweight Directory Access Protocol (LDAP) source files
  • AR Export (ARX) files
  • Extensible Markup Language (XML) files
  • databases using Java Database Connectivity (JDBC)
  • Microsoft Excel spreadsheets

Note

Microsoft Excel spreadsheets formatted with the .xlsx extension have the following limitations:

Worksheet size: 1,048,576 rows by 16,384 columns

Number of characters in a cell: 32,767
If your data load operations could exceed these limitations, consider customizing the data loads using Atrium Integrator transformations as described in Managing customizations.

Data load customization options include:

(Recommended) Modifying or creating new Atrium Integrator transformations or jobs that load directly from the data source to the associated load forms. This is accomplished using one of the many out of the box input adapters in Atrium Integrator,for example JDBC. With this option, you can use the spreadsheets as a source of information on the target forms.

Adding extra cells that you can concatenate if the cell length is exceeded.

If the row length could exceed the spreadsheet limitation, another option (which does not require customization) is to split the load into multiple spreadsheets. This method, however, requires you to perform multiple loads.

Data Management provides out-of-the-box job templates, spreadsheets, and staging form mappings for your use.

Note

Starting with BMC Remedy ITSM 8.0, Data Management does not provide sample data spreadsheets.

Data Management also provides a data wizard for modifying foundation data throughout all applicable BMC Remedy ITSM Suite forms. The Data Wizard also modifies configuration item (CI) records in BMC Atrium CMDB. For more information about the data wizard, see Using the data wizard to modify data.

Note

Do not run the Data Management tool and the data wizard at the same time. This can cause data integrity issues.

How to use the Data Management console

The following recorded webinar provides an introduction to the Data Management console and other Data Management concepts.

You can also connect with other users for related discussions on the BMC Community.

Job-based framework terminology

The following terms are used when describing the job-based framework:

Data Management job

A Data Management job (also referred to as job in this documentation) is an executable unit of work that is composed of a number of steps and their relationships and is used to run the dataload processes. A job is specific to one user and one company. Data Management jobs call Atrium Integrator jobs.

Step

A step defines a unique process within each Data Management job, for example: a validate step, or a promote step.

Transformation

A transformation defines a data flow sequence. The transformation integrates source and target data stores by:

Reading data from the source data store.

Transforming it according to the rules that you specify.

Storing it in the target data store.

Atrium Integrator job

An Atrium Integrator job is the core construct required by the job-based framework. It is composed of one or more transformations.

Related topics

In addition to the information provided in the Data Management online documentation, there is a BMC Communities blog posting about managing your data load with BMC IT Service Management applications.

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Comments

  1. Sabine Gruber

    Hi, you are writing:  "BMC Service Level Management does not support SVT or SLA import through Data Management (DM). It only supports transaction data through DM."

    but on https://docs.bmc.com/docs/display/public/itsm90/Process+setup+data+mapping the import-sheets for SLM process setup are described.

    I think there is a contradiction, can you please clarify.

    thanks - sabine

    Aug 13, 2015 05:35
    1. Sirisha Dabiru

      Removed the Process setup data mapping for BMC Service Level Management table from https://docs.bmc.com/docs/display/public/itsm90/Process+setup+data+mapping as SLM does not support SVT or SLA import through Data Management (DM).  

      Sep 15, 2015 08:30
  2. Brock Wakham

    Both of the videos on this page are for ITSM 8.1.  It would be helpful to have updates for ITSM 9.x.

    Dec 01, 2015 04:33
    1. Priya Shetye

       Thank you for your suggestion Brock. We will work on updating the videos soon.

      Jan 05, 2016 07:35
  3. Timothy Onyskin

    So I know that someone removed the "Process setup data mapping for BMC Service Level Management table from https://docs.bmc.com/docs/display/public/itsm90/Process+setup+data+mapping as SLM does not support SVT or SLA import through Data Management (DM).  ", but how exactly is a new customer supposed to load a large amount of service level agreements into a clean version of Remedy?  I see people state that you should use the import/export utility, but that only works if you have an existing Remedy instance with existing SLAs.  I have to create 480+ brand new SLAs and we don't have time to put them in manually.  I little help here, please...

    Mar 31, 2017 06:54
    1. Mokshada Shivarekar

       Hello,

      Thank you for inquiring. I will work with the SME and get back to you.

      Regards,

      Mokshada

      Apr 02, 2017 11:41
    1. Jyoti Nerkar

      Hello Timothy,


      Please see this page for importing SVT and SLAs:

      https://docs.bmc.com/docs/display/slm90/Importing+service+targets+and+agreements


      Regards,

      Jyoti

      Sep 18, 2018 12:36
      1. Timothy Onyskin

        So this assumes that you had them in a Remedy instance at some time so you could export them as a ARX... What I am looking at is that we have just on-boarded a new Vendor and we want to upload the large amount (25 groups x 4 priorities each x 2 incident types = 200 SLAs) into DEV, then QA, then PROD without having to create them by hand in the first place.  I have the data in a simple Excel spreadsheet to make sure I know what needs to be put in, but we don't want to spend the time/money to input them all by hand especially since Remedy makes you click in so many different places just to get one in (takes about 10 minutes to enter one on our ROD instance).  No one has 4 business days of dedicated time to enter all this in (10 minutes x 200 SLAs divided by 60 minutes divided by 8 working hours).  There should be a simple way to import this sort of data (and don't ask me to put in an "idea" about this since it was originally part of Remedy, but since it didn't work, they removed it).

        Sep 18, 2018 07:14