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.

Out-of-the-box job templates

Pre-designed job templates are shipped with the dataload tool. They include the most commonly loaded forms.


Example

For example, if you wanted to load People records, you could choose a job template called People and this would prepopulate all the required steps to load the appropriate forms for a successful load of People and related data. Alternatively, if you are performing a full deployment, you must choose all of the following job templates, which would prepopulate all the required steps to load the appropriate forms for all Foundation, process setup and transactional data:

  • ALL Foundation
  • ALL Process Setup
  • ALL Transactional

The following sections lists the out-of-the-box templates that are provided by BMC.

Out-of-the-box foundation templates

Important

If you use a foundation template, the template data overrides the data that is specified in the spreadsheet.

Template name

Description

ALL Foundation

Sets up the steps for all of the Foundation templates.

Company

Loads company and company alias records.

Financial Information

Loads configuration cost center repository and cost center user-defined association records.

Generic Catalog

Loads generic catalog, generic product service associations and generic company module association records.

Geography

Loads postal code records.

Location

Loads site, site alias, region, site group, and site company association records.

Operational Catalog

Loads operational catalog and operational catalog association records.

People

Loads people template, people, people template permission group, people template support group, people template support group functional role records.

Also loads people attribute records, including login ID, people wallet (for example, credit card information), people human resources attendance management, people human resources time management, people education, people travel profile, people benefit information, people IT skills, cost center user-defined association, people work log, people notification event, people access restrictions, people permission group, support group association, and support group functional role.

People Organization

Loads people organization records.

Product Catalog

Loads product catalog, product alias, product company association, product model version, product model version patch, and product catalog alias mapping records.

Support Group

Loads support group, support group assignment, support group alias, support group on call, business work days, and business holiday records.

System Setup

Loads pager service configuration records.

Out-of-the-box process setup templates

Template nameDescription
All Process SetupSets up the steps for all of the Process Setup templates.
ChangeLoads approver lookup, change template, change template support group association, change template associations, and task template association records.
FoundationLoads assignment and alternate records.
IncidentLoads incident template, incident template support group association, incident template associations, scripts, group event mapping, decision tree, decision tree main branch, decision tree branch, and decision tree branch item records.
RequestLoads summary definition records.
TaskLoads task group template, task template, task association template, task flow template, task assignment configuration, task variable template, and task variable mapping records.
Activity_Process_SetupLoads activity templates, activity config rules, and activity config notification rules records.
Release_Process_SetupLoads release milestone exit criteria, release approver lookup, release template, release template associations, release template support group associations, release config rules, release config prioritization, release config notification rules, and release milestone phases records.
BMC Service Level Management
AgreementLoads the service level management agreement records and their related template.
Contract jobLoads the service level management contract records.
Service targetLoads the service target records and their related template.
BMC Service Request Management
PDT ImportLoads Process Definition Templates (PDTs) and related data.
SRD ImportLoads Service Request Definitions (SRDs) and related data.
Supporting Data ImportLoads supporting data for SRDs and PDTs, which includes questions, images, survey questions, category data, and entitlement data.

Out-of-the-box transactional templates

Template nameDescription
ALL TransactionalSets up the steps for all of the Transactional templates.
Change

Loads infrastructure change, change work log, change impacted areas, and signature records.

Financial InformationLoads payment records.
Foundation Loads broadcast, broadcast support group association, association, financial, and reminder records. 
Incident Loads incident, incident association, incident work log, and incident impacted area records.
Problem Loads problem investigation, problem investigation work log, problem impacted areas, problem known error, problem known error work log, problem solution database, problem solution alias, problem solution work log, and problem solution database additional mapping records.
Task Loads task, task group, and task work information records.
Transactional_ActivityLoads activity and activity work info records.
Transactional_ReleaseLoads release manifest association, release worklog, release signature, and release records.
BMC Asset Management
Asset Loads the asset-to-asset relationship data.
CI-CMDBLoads the computer system, processor, product, and operating system CIs.
BMC Knowledge Management
How ToThis template is designed to document a process, a user question, or instructions to complete a specific task. Knowledge users can write the process, task, or question in the Question field and provide the details in the Answer field. Additional comments can be added in the Technical Notes field. 
Reference 

This template is designed to document referential information (for example, lists of components or parameters, hardware and software requirements, installation prerequisites, and general descriptions).

Typically, you relate reference knowledge articles to How To, Problem, and Known Error articles to enhance their content. 

Problem SolutionThis template is designed to document problems and their solutions. Knowledge users can write the problem description in the Problem field and provide a solution in the Solution field. Additional comments can be added in the Technical Notes field.
Known Error This template is designed to document fixes or workarounds to known errors and issues. Knowledge users can use the template's fields to describe the error, provide the root cause, and offer a fix or a workaround. Additional comments can be added in the Technical Notes field.
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