This documentation supports the 9.1 version of Remedy IT Service Management Suite.

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

Data creation and updates using a dataload job

BMC provides out-of-the-box dataload spreadsheets that are used as a source of data to run a dataload job. The data from these spreadsheets is used to create new records and update the pre-existing records on the target forms. Each spreadsheet is organized into tabs and each tab is mapped to an intermediate form, also known as staging form. You can access and download these spreadsheets from the Spreadsheet Management window. For more information about dataload spreadsheets, see Understanding the dataload spreadsheets and to locate and download spreadsheets, see Managing spreadsheets.

BMC provides out-of-the-box job templates, called BMC Templates, that contain certain sets of these spreadsheets. For information about these job templates, see Out-of-the-box job templates. When you run a dataload job using these job templates, the data from these templates is loaded on the corresponding staging forms, validated, and then promoted to the respective target forms.

This section contains the following topics.


Dataload process

The dataload job process is completed in these steps:

  1. Load step: The data from the spreadsheet tabs is loaded on the corresponding staging forms.
  2. Validate step: The data from the staging forms is validated for any errors. 
  3. Promote step: All valid records from the staging forms are pushed to their respective target forms within the BMC Remedy ITSM applications.

    Note

     In the Promote step, either new records are created or existing records are updated on the target forms.

Data creation and updates on the target forms

This section describes how new records are created or how existing records are updated on the target forms when you run a job.

Data creation

When you create and run a dataload job for the first time, the system uses the data from a job template to create new records on the target form or forms. 

Data updates

The Data Management supports data updates only for CTM:LoadPeople form. 

 If you try to update the data on the forms for which data update is not supported:

  • For certain forms, the system overwrites the data and replaces the earlier field values with the values provided in the update. If you want to update data on such forms, you must provide values for all the form fields irrespective of whether you want to update those fields.
  • For certain forms listed in table, the data is only created and not updated. These forms are marked by a Create Only flag, which is displayed in the Steps panel of a job record when the Validate and Promote steps are created for a job.

    Forms marked by a Create Only flag
     (Click the image to expand it.)

Best Practices

  • BMC recommends that you use the UDM utility to create new records and not update records. 
  • Even though creating and updating data depends on how you configure your application preferences for all jobs, BMC recommends that you do not change the settings for the Create Only field in the Application Preferences form when you are using the job templates.
  • If you want to customize your job templates using the existing template, BMC recommends that you ensure that you go through the list of Create Only forms and the settings for existing template.

List of Create Only forms 

The following forms are marked by the Create Only flag for which data is only created and not updated:

 Foundation
Staging formJob templateStep name
CTM:LoadPeopleTemplateSFRPeople and ALL Foundation

Validate People Template Functional Role

Promote People Template Functional Role

CTM:LoadPeoplePermissionGroups

People and ALL Foundation

Validate Permission Group

Promote Permission Group

CTM:LoadSGPFunctionalRole

People and ALL Foundation

Validate Functional Role

Promote Functional Role

CTM:LoadPeopleWorkLog

People and ALL Foundation

Validate People Worklog

Promote People Worklog

CTM:LoadPeopleAttributes

People and ALL Foundation

Validate People Attribute

Validate People Attribute

CTM:LoadSGPOnCALLSupport Group and ALL Foundation

Validate On CALL

Promote On CALL

CFG:LoadBusinessTimeHolidaysSupport Group and ALL Foundation

Validate Business Time Holiday

Promote Business Time Holiday

CTM:LoadSGPAssignmentsSupport Group and ALL Foundation

Validate Favorite Groups

Promote Favorite Groups

PCT:LoadProdCatAliasMappingProduct Catalog and ALL Foundation

Validate Alias Mapping

Promote Alias Mapping

 Process Setup
Staging formJob templateStep

CFG:LoadGroupEventMapping

Incident Process Setup and ALL Process Setup

Validate Script Association

Promote Script Association

CHG:LoadTemplateSPGAssoc

Change Process Setup and ALL Process Setup

Validate Change Template Support Group Assoc

Promote Change Template Support Group Assoc

HPD:LoadTemplateAssociations

Incident Process Setup and ALL Process Setup

Validate Incident Template CI Assoc

Promote Incident Template CI Assoc

HPD:LoadTemplateSPGAssocIncident Process Setup and ALL Process Setup

Validate Incident Template Support Group Assoc

Promote Incident Template Support Group Assoc

TMS:LoadVariableMappingTask Process Setup and ALL Process Setup

Validate Task Variable Mapping

Promote Task Variable Mapping

TMS:LoadAssignmentConfig

Task Process Setup and ALL Process Setup

Validate Task Assignment

Promote Task Assignment

TMS:LoadFlowTemplateTask Process Setup and ALL Process Setup

Validate Task Flow Template

Promote Task Flow Template

TMS:LoadAssociationTemplateTask Process Setup and ALL Process Setup

Validate Task Association Template

Promote Task Association Template

 Transactional data
Staging formJob templateStep
AAS:LoadWorkInfo

Transactional Activity and

Transactional Release

Validate Activity Work Info

Promote Activity Work Info

APR:LoadSignature

Transactional Change and ALL Transactional

Validate Approval Signatures

Promote Approval Signatures

Transactional Release

Validate Release Signature

Promote Release Signature

AST:LoadBMC_BaseRelationship

Transactional Asset and ALL Transactional

Validate Asset Relationship

Promote Asset Relationship

AST:LoadWorkLogTransactional Asset and ALL Transactional

Validate Asset Work Info

Promote Asset Work Info

AST:LoadLicCertProdAssocTransactional Contract and ALL Transactional

Validate License Certificate Product Association

Promote License Certificate Product Association

CFG:LoadRemindersShared Components and ALL Transactional

Validate Reminders

Promote Reminders

CHG:LoadImpactedAreasTransactional Change and ALL Transactional

Validate Impacted Area

Promote Impacted Area

CHG:LoadWorkLogTransactional Change and ALL Transactional

Validate Infrastructure Change Work Info

Promote Infrastructure Change Work Info

CTR:LoadContract_RelationshipTransactional Contract and ALL Transactional

Validate Contract Relationship

Promote Contract Relationship

CTR:LoadWorkLogTransactional Contract and ALL Transactional

Validate Contract Work Info

Promote Contract Work Info

FIN:LoadCostsShared Components and ALL Transactional

Validate Financials

Promote Financials

FIN:LoadPaymentsShared Components and ALL Transactional

Validate Financials

Promote Financials

HPD:LoadHelpDeskTransactional Incident and ALL Transactional

Validate Incident

Promote Incident

HPD:LoadImpactedAreasTransactional Incident and ALL Transactional

Validate Impacted Areas

Promote Impacted Areas

HPD:LoadWorkLogTransactional Incident and ALL Transactional

Validate Incident Worklog

Promote Incident Worklog

PBM:LoadKnownErrorWorkLogTransactional Problem and ALL Transactional

Validate Known Error WorkLog

Promote Known Error WorkLog

PBM:LoadInvestigationWorkLogTransactional Problem and ALL Transactional

Validate Investigation WorkLog

Promote Investigation WorkLog

PBM:LoadSolutionWorkLogTransactional Problem and ALL Transactional

Validate Solution WorkLog

Promote Solution WorkLog

PBM:LoadImpactedAreasTransactional Problem and ALL Transactional

Validate Impacted Areas

Promote Impacted Areas

PBM:LoadSolutionDBAliasTransactional Problem and ALL Transactional

Validate Solution Alias

Promote Solution Alias

PBM:LoadSolutionDBMappingsTransactional Problem and ALL Transactional

Validate Solution Database Additional Mappings

Promote Solution Database Additional Mappings

RKM:LoadMultipleOper_CatTransactional Additional Category

Validate Operational Category

Promote Operational Category

RKM:LoadMultipleProdCategoryTransactional Additional Category

Validate Product Category

Promote Product Category

RKM:LoadMultipleBusinessSrvcTransactional Additional Category

Validate Business Services

Promote Business Services

RKM:LoadMulti_Reg_SiteGrp_SiteTransactional Additional Category

Validate Region, Site Grp, Site

Promote Region, Site Grp, Site

RKM:LoadMultipleOrg_DeptTransactional Additional Category

Validate Organization and Department

Promote Organization and Department

RKM:LoadMultipleCompanyTransactional Additional Category

Validate multi company

Promote multi company

RMS:LoadReleaseManifestAssocTransactional Release

Validate Release Manifest Association

Promote Release Manifest Association

RMS:LoadWorkLogTransactional Release

Validate Release WorkLog

Promote Release WorkLog

TMS:LoadWorkInfoTransactional Task and ALL Transactional

Validate Task WorkInfo

Promote Task WorkInfo

Related topics

Applying out-of-the-box templates to a job

Creating a job

Creating customized job templates

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