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.

Overview of the data wizard

Some data, such as company name and site name, cannot be modified on the foundation configuration forms, because this data is used in records throughout the BMC Remedy ITSM Suite of applications and in BMC Atrium CMDB. For example, the site name is created on the SIT:Site form, but it can also be used on records on the CTM:People form, HPD:Help Desk form, and on CIs in BMC Atrium CMDB.

You can use the data wizard to:

  • Modify the data such as company name and site name, as the data wizard modifies the data in all applicable BMC Remedy ITSM forms and, where appropriate, in CI records in BMC Atrium CMDB.
  • Merge data such as foundation, process setup, and transactional between companies, support groups within a company, support groups across companies. Merging is useful in case of organizational restructuring or acquisitions. For details, see Merging company or support group data.

Important

Only one data wizard process can run at a time. A dataload job can start a data wizard process if it is required. You can go DMT:SYS:DataWizardQueue to see if any dataload processes are running the data wizard. If there is more than one dataload process in the queue, these processes will have to finish before you can start a new data wizard process.

The following table indicates where the data wizard modifies data.

Which records are affected by the data wizard 

ApplicationRecords modified by the data wizard
BMC Atrium CMDB

CI records in the BMC Asset dataset only.

Note: Other datasets in BMC Atrium CMDB, such as the sandbox dataset of the BMC Topology Discovery dataset are not supported.

BMC Asset ManagementAll forms, except where noted in Exclusions from Data Management.
BMC Change Management
BMC Service Desk
BMC Service Request Management

For version 8.1.01 and later. Version 8.1.01 adds support for all forms, except where noted in Exclusions from Data Management.

BMC Knowledge Management

Important

You can use the data wizard to modify or count only data that has a status of Enabled. 

If you have records that are not modified by the data wizard, you must modify them in the relevant application. For more information about modifying data from other applications, see Modifying foundation data in related applications.

You can use the data wizard to modify:

  • Company Name
  • Person Name
  • Login ID
  • Generic Categorization
  • Operational Categorization
  • Product Categorization
  • Product Model / Version
  • Site Name
  • Site Information
  • Support Group

The data wizard updates the specified target value in the appropriate foundation configuration form and changes the specified target value in other BMC Remedy ITSM application forms and, where applicable, on CI forms in BMC Atrium CMDB. For example, if you change a product categorization value, this value is changed in the product catalog, on BMC Remedy ITSM application forms that include product categorization, and for all applicable CIs.

The data wizard updates historical records, such as closed incident and problem records. It does not, however, update audits on the form.

When you update records with the data wizard, the Last Modified By and Last Modified Date fields are set for auditing purposes. For more information about how the Login ID is updated, see Data wizard limitations.

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