Importing out-of-the-box content in BMC Remedy Smart Reporting
The content import process imports out-of-the-box reporting content from the BMC Remedy Action Request System server (AR System server) to BMC Remedy Smart Reporting. This process imports fresh and upgrade content for all the installed BMC Remedy applications in the following deployment scenarios:
- A single company in a BMC Remedy IT Service Management (BMC Remedy ITSM) environment
- Multiple companies in a multicompany BMC Remedy ITSM environment
After you have onboarded all users in BMC Remedy Smart Reporting, you must manually run the content import process.This topic provides the following information:
Overview of content import process
Content is the core of BMC Remedy Smart Reporting, which provides various reporting options for data from the BMC Remedy applications. During the installation of individual applications such as BMC Atrium CMDB or BMC HR Case Management fresh and upgrade content is pushed to a BMC Remedy AR System form during installation. The content import process imports the content for each application from an BMC Remedy AR System form to BMC Remedy Smart Reporting.
If you install or upgrade an application after importing the content for the first time, you can manually trigger the content import process again. The process imports content only for newly installed or upgraded applications, not for applications for which you imported content earlier. For example, suppose you are upgrading BMC Remedy applications from version 9.0.00 to version 9.1.00. In version 9.0.00, you had BMC Atrium CMDB and BMC Remedy ITSM. While upgrading to version 9.1.00, you also installed a new application, BMC HR Case Management. When you run the content import process, it imports fresh content for the BMC HR Case Management application and upgrades the content for BMC Atrium CMDB and BMC Remedy ITSM.
If you upgrade an application and run the content import process, the process overwrites the existing content that was imported during the previous installation. Similarly, if you directly customize out-of-the-box content and run the import process, the process overwrites customized content.
BMC recommends that you do not customize out-of-the-box-content, but create a copy and customize the copy. If you directly customize out-of-the-box content, and you run the content import process, the process overwrites the customized content. The content import process does not overwrite the customized copy, and you must manually reconcile changes to it.
Consider the following examples:
|Example for upgraded content||Report_A was imported earlier as fresh content for BMC Remedy ITSM version 9.0.00. Now you have upgraded BMC Remedy ITSM to version 9.1.00. With the upgrade, Report_A was updated as Report_A_91. When you run the content import process after the upgrade, the process overwrites Report_A with the new Report_A_91|
Example for customized content
|In BMC Remedy Smart Reporting version 9.0.00, you customized an out-of-the-box report, Report_B, and saved a copy as Report_B_Custom. You upgraded BMC Remedy applications to version 9.1.00 and ran the content import process after the upgrade was complete. In version 9.1.00, out-of-the-box Report_B was updated. After you run the content import process for upgraded content, the process overwrites Report_B from version 9.0.00 with Report_B from version 9.1.00. The process does not update Report_B_Custom. You must manually reconcile any changes to Report_B_Custom after upgrading.|
Before you begin
- Onboard users in BMC Remedy Smart Reporting.
- To be able to import content to BMC Remedy Smart Reporting, ensure that you are a member of one of the following:
- AR Admin group
(From BMC Remedy AR System 9.1.00.001 onwards) Struct Admin group and Smart Reporting Admin group—You must belong to both these groups to be able to import content.
For more information, see SW00507685 in from the BMC Remedy AR System online documentation.
After applying BMC Remedy AR System 9.1 Patch 1, if AR System administrators do not see the Smart Reporting Admin group in BMC Remedy Mid Tier, they must flush the BMC Remedy Mid Tier cache.
For more information about Patch 1, see from the BMC Remedy AR System online documentation.
For more information about flushing BMC Remedy Mid Tier cache, see 'Flush Cache' in the BMC Remedy AR System online documentation.
To import out-of-the-box reporting content
Depending on the installed version, use one of the following procedures to import product content:
|Service Pack 2 or later||Prior to Service Pack 2|
After completion, the process displays the content import result. For information about any failures, refer to the sr.<timeStamp>.log file. You can fix the issues and re-import the content for failed applications.
While the process is still running, you can view the content import status for a particular application of a specific client organization in the SmartReporting_ClientOrg_Content_Info form. The following field values suggest that the content import process is complete for that application and client organization:
After completion, the process displays the content import result. For information about any failures, refer to the smartreporting.log file. You can fix the issues and re-import the content for failed applications.