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Importing data from BMC Client Management by accessing the database

You can import data from BMC Client Management (known before version 12.0 as BMC FootPrints Asset Core) into BMC Remedyforce 2.0 by using the Pentaho Data Integration tool. The Pentaho packages for importing data from BMC Client Management are available on the BMC Communities website. For information about how configuration items (CIs) are imported and relationships are created in BMC Remedyforce CMDB 2.0, see Overview of how data is imported into BMC Remedyforce.

The following topics provide information about the Pentaho package for importing data by accessing the BMC Client Management database. The BMC Remedyforce job files are applicable only if a Microsoft SQL Server data source is used in BMC Client Management.

For information about importing data by using the Representational State Transfer (REST) web API, see Importing data from BMC Client Management by using the REST Web API.

Important

This Pentaho package for importing data by accessing the BMC Client Management database supports BMC Client Management versions 12.0 and later. For information about the BMC Client Management versions that BMC Remedyforce supports, see Supported browsers, mobile devices, and integrations.

Before you begin

Before you can import data from BMC Client Management by accessing the database, you must perform the following tasks:

To import data from BMC Client Management

 

Note

If you are running a combined job, update the KTR files of each job with the required BMC Client Management database and Salesforce organization credentials.

  1. To launch the Pentaho Data Integration tool, perform the following actions:

    1. Navigate to the location where you downloaded and unzipped the Pentaho Data Integration tool.

    2. Navigate to the data-integration folder and double-click the Spoon.bat file.

  2. In Pentaho Spoon, select File > Open, navigate to the folder where you downloaded the Pentaho package, and open the appropriate KJB file.
    For example, to import LAN Endpoint CIs into BMC Remedyforce CMDB, open the TransferAssetCoreLANEndPointinfotoCMDB.kjb file in the LANEndpoint folder.

  3. In the KJB file, right-click the Update BE table with Asset Core <CI type name> information step, select Open referenced object, and then select Transformation.

  4. Enter the information required to access the BMC Client Management database.

     Click here to see the detailed steps.
    1. In the Explorer pane, expand Database connections and double-click BMC Remedyforce FootPrints Asset Core Source.
    2. In the Database Connection window, enter the host name and the BMC Client Management database name, user name, and password.
      The host name is the name of the computer where the BMC Client Management database is installed.

      If Windows authentication is configured on the BMC Client Management database, the user name and password are not required when the logged-on user has access to the BMC Client Management database and runs the job from the Pentaho Data Integration tool that is installed on the BMC Client Management database server.

    3. (Optional) To verify the connection, click Test.
    4. To save your changes and close the window, click OK.
  5. Enter the information required to access your Salesforce organization.

     Click here to see the detailed steps.
    1. Double-click the Upsert into class <CI type name> step.
    2. In the Salesforce Upsert window, enter your Salesforce organization user name and password.
      BMC recommends that you do not change the default API version in the Salesforce Webservice URL.
    3. (Optional) To verify the connection, click Test connection and then click OK.
    4. To save your changes and close the window, click OK.
    5. Double-click the Salesforce Input[CMDB_Class] step and in the Salesforce Input window, repeat step 5b to step 5d.

    Important

    If you have enabled the setting to access your Salesforce organization from limited IP addresses, you must append the security token to your Salesforce organization password.

    For example, if the password for your Salesforce organization is mypassword and your security token is XXXXXXXXX, specify mypasswordXXXXXXXXX in the Password fields.

  6. (Optional) Update the predefined mapping between the BMC Client Management fields and the BMC Remedyforce CMDB.

     Click here to see the detailed steps.
    1. Double-click the Upsert into class <CI type name> step.
    2. In the Salesforce Upsert window, click Edit Mapping.
    3. In the Enter Mapping window, update mappings for fields based on your requirements.
      For information about updating the out-of-the-box mapping, see Field mapping in CMDB 2.0.
    4. To save your settings and close the Enter Mapping window, click OK.
    5. To save your changes and close the Salesforce Upsert window, click OK.

  7. To save the KTR and KJB files, click Save .
  8. In the KJB file tab, click Run this job .
  9. Perform one of the following actions based on the Pentaho version that you are using:

    Pentaho versionAction
    6.1In the Run Options window, click Run.
    5.4In the Execute a job window, click Launch.

    Data is imported into the appropriate CMDB class.

    Transformation status is depicted by using the following icons:

    • — Complete
    •   — Running
    • — Unsuccessful
  10. (Optional) To view logs, in the Execution results section, click the Logging tab.
    All errors are displayed in red.

User scenarios for importing data from BMC Client Management

David is a member of the Infrastructure team for Downtown Bank, responsible for managing the laptops for ABC project. He signs up for BMC Remedyforce and expects to use the pre-configured, ITIL based incident and problem management processes for managing CIs. Also, David wants to use the CMDB to represent the physical, logical, and conceptual items and to track the relationships between the different CIs. 

Charlotte, a BMC Remedyforce administrator, helps David to import details of the laptops provided to the team members of ABC project from BMC Client Management to BMC Remedyforce CMDB.

The following table provides user scenarios for importing data from BMC Client Management.

Data to be importedSteps to follow
  • Operating System
  • Processor
  • LAN Endpoint
  1. Run the \CombinedJobs\TransferAdvanced
    AssetCoreinfotoCMDB.kjb
     file.
  2. Go to Remedyforce CMDB and verify whether the entries
    are correct in the Relationships Editor of the following classes:
    • Operating System
    • Processor
    • LAN Endpoint
Operating system details of the laptops
  1. Run the \ComputerSystem\TransferAssetCoreCSinfotoCMDB.kjb file.
  2. Run the \OS\TransferAssetCoreOSinfotoCMDB.kjb file.
  3. Go to Remedyforce CMDB and open the Operating System class.
  4. Verify whether the entries are correct in the Relationships section
    in the Instance Editor of the Operating System class.
Processor details of the laptops
  1. Run the \ComputerSystem\TransferAssetCoreCSinfotoCMDB.kjb file.
  2. Run the \Processor\TransferAssetCoreProcessorinfotoCMDB.kjb file.
  3. Go to Remedyforce CMDB and open the Processor class.
  4. Verify whether the entries are correct in the Relationships
    Editor of the Processor class.
Product details of the laptops
  1. Run the \CombinedJobs\TransferAssetCoreComputer
    SystemAndProductinfotoCMDB.kjb
    file.
  2. Go to Remedyforce CMDB and open the Product class.
  3. Verify whether the entries are correct in the Relationships
    Editor of the Product class.

KJB and KTR files for importing data from BMC Client Management

The Pentaho packages contain job (KJB) and transformation (KTR) files that are created in the Pentaho Data Integration tool. The KJB files (jobs) and KTR files (transformations) store metadata in XML format. A KJB file contains a series of transformations that are run in a sequence. A KTR file contains a single transformation. The KJB (job) files retrieve data from external sources into BMC Remedyforce CMDB.

For information about the KJB and KTR files in the Pentaho packages for BMC Client Management, see KJB files in the Pentaho package and KTR files in the Pentaho package.

KJB files in the Pentaho package

The Pentaho package includes different KJB (job) files for importing different types of CIs, such as computer systems and LAN endpoints, from BMC Client Management. These job files are bundled with related files and provided to you in folders. The folder names correspond to CI types in BMC Remedyforce CMDB.

The following table provides information about the job files that you must run to import specific CI types to BMC Remedyforce CMDB:

Folder name(CI Type)

Job file

Description

Computer System

TransferAssetCoreCSinfo
toCMDB.kjb

Transfers information about the
BMC_ComputerSystem CI type

OS

TransferAssetCoreOSinfo
toCMDB.kjb

Transfers information about the
BMC_OperatingSystem CI type

Processor

TransferAssetCoreProcessor
infotoCMDB.kjb

Transfers information about the
BMC_Processor CI type

LANEndPoints

TransferAssetCoreLANEndPoint
infotoCMDB.kjb

Transfers information about the
BMC_LANEndpoint CI type

Product

TransferAssetCoreProduct
infotoCMDB.kjb

Transfers information about the
BMC_Product CI type.

Note: Depending on the organization size, running the Product job transfers large amounts of data to the Salesforce organization, which might lead to exceeding the organization storage limit.

Combined Jobs

  • TransferAdvancedAssetCoreinfo
    toCMDB.kjb

  • TransferAssetCoreComputerSystem
    AndProductinfotoCMDB.kjb

The Combined Jobs folder contains the following job files:

  • TransferAdvancedAssetCoreinfo
    toCMDB.kjb
    This file transfers information related to the BMC_ComputerSystem, BMC_OperatingSystem, BMC_Processor, and BMC_LANEndpoint CI types.
  • TransferAssetCoreComputerSystem
    AndProductinfotoCMDB.kjb
    This file transfers information related to the BMC_ComputerSystem and BMC_Product CI types.

KTR files in the Pentaho package

All job (KJB) files for importing data from specific CI types contain a series of transformations that are run in a sequence. Each transformation maps to a KTR file that is available, along with the KJB file, in the folder for each CI type. The KTR files contain mapping of the fields in BMC Client Management to the fields in the Remedyforce CMDB.

The following table provides information about the KTR files and the corresponding transformations that the KJB file for each CI type contains:

KTR file

Step

Description

None

Check If Delta Timestamp File Exists

Checks if any time stamp file exists.

The Pentaho package utilizes a time stamp file to determine which records were added or modified since the last time the job was run.

This step is used for incremental import. If a time stamp file does not exist, the Create the initial time stamp file step is run; otherwise, the Update BE table with Asset Core <CI type name> information step.

CreateInitialTimeStampedFile.ktr

Create the initial time stamp file

Creates the time stamp file to record the time of import.

This step is run only if you are importing for the first time or deleted the existing time stamp file.

TransferAssetCore<CI Type>infotoCMDB.ktr

Update BE table with Asset Core <CI type name> Information

Transfers data from BMC Client Management to the Base Element object of the BMC Remedyforce CMDB.

Store<CI Type>InfoTimestamp

Store the current timestamp

If the importing of data is successful, the time of import is saved.

The following table provides information about the steps that are included in the TransferAssetCore<CIType>infotoCMDB.ktr file (Update BE Table With Asset Core <CI type name> Information transformation). The Pentaho package runs these steps to transfer data from BMC Client Management into BMC Remedyforce CMDB. You can view these steps only when you open the KTR file in the Pentaho Data Integration tool.

Step

Description

Delta timestamp

Reads the saved time stamp.

Asset Core input

An SQL query that fetches information from BMC Client Management based on the stored time stamp.

Transform Asset Core variables

Facilitates JavaScript transformations, such as appending or trimming fields.

Update BE table with Asset Core <CI type name> information

Accepts the destination of the data, the credentials for the Salesforce organization where you want to save the imported data.

Salesforce Input[CMDB_Class]

Accepts the access details of the Salesforce organization to fetch the BMC Remedyforce CMDB classes details.

Success rows

Stores the rows that are imported successfully.

Failure rows

Stores the rows that are not imported, error code, error description, and error fields.

Related topics

Applying models while importing CIs and assets

Scheduling jobs to import data

Troubleshooting common issues when importing data

Troubleshooting issues when importing data from BMC Client Management

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