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

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Foundation data onboarding for multiple companies with validation

In BMC Remedy IT Service Management version 9.1, the Company column has been added back to the PeopleOrg, Location, Support_Group, People, and Financials spreadsheets, allowing service providers to load Foundation data for all of the companies they support. To address security concerns, existing company validation workflow is used to determine company access for the data administrator running or scheduling the onboarding UDM job. The related Pentaho transformations have also been updated to support the Company column. 

In BMC Remedy ITSM 8.0 SP1, as a security measure, the Company column was removed from the spreadsheets, preventing users from loading data for companies they do not belong to. But that change added a great deal of work for service providers and other organizations that require Foundation data onboarding for multiple companies. As a workaround, Loading Foundation data for multiple companies provided instructions for manually adding the Company column back to the spreadsheets and performing the required Pentaho transformations. In that procedure, the Company column is added as the last in the spreadsheets. In BMC Remedy ITSM 9.1, the Company column is placed in a logical location depending on other columns in the existing spreadsheets. If the multiple-company data onboarding workaround was performed prior to upgrading to BMC Remedy ITSM 9.1, the spreadsheets and related Pentaho transformations will need to be updated. 

Example of the Company column placement in BMC Remedy ITSM Foundation spreadsheets

Updated Foundation spreadsheets

The following spreadsheets and tabs have been updated to include the Company column:

SpreadsheetTab
PeopleOrg.xslm

CTM_LoadPeopleOrganization

Location.xslm

SIT_LoadSiteGroup

SIT_LoadSiteCompanyAssoc

CTM_LoadRegion

Support_Group.xslm

CTM_LoadSupportGroup

CTM_LoadSupportGroupAlias

CTM_LoadSGPOnCall

CFG_LoadBusinessTimeHolidays

CFG_LoadBusinessTimeWorkdays

CTM_LoadSGPAssignments

People.xslm

CTM_LoadPeople

FIN_LoadCostCenterUDAAssoc

Financials.xslm

FIN_LoadConfigCostCentersRep

FIN_LoadCostCenterUDAAssoc

Related topic

Loading Foundation data for multiple companies

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Comments

  1. Jose Leon

    The first hyperlink has a bad URL for "Loading Foundation data for multiple companies" but the second one is working.

    Jan 18, 2019 10:50
    1. Maithili Deshpande

      Hi Jose,

      Thank you for pointing this out. I have fixed the links.

      Regards, Maithili

      Jan 23, 2019 05:01