Upgrading to CMDB 2.0 by using the CMDB Upgrade option

Before you begin upgrading CMDB, read Preparing for upgrade to CMDB 2.0.

1. Click the Remedyforce Administration tab.
2. On the Home page, click the Configure CMDB 1.0 tile, and from the menu, select CMDB 2.0 Upgrade.
   This option is available only if you upgrade to BMC Remedyforce 20.14.01.
3. To scan the CMDB for the list of custom attributes, click Step 1. Run the CMDB scan, and then click Scan CMDB.
   The scan progress is shown on the page. A list of custom attributes in custom and out-of-the-box classes is sent to you in an email message.
4. To see the list of custom attributes, click Last Scan Result Executed at <date and time>.
   For more information about the scan report, see Overview of the CMDB scanning process.
   
   If none of your CMDB classes contain custom fields (attributes), go to step 11. However, the Add Automatically and Add Manually buttons are enabled.

5. To add the attributes reported in the scan report to the Base Element object, click Step 2. Add the identified custom attributes to the Base Element object.
   You can add the custom attributes automatically (step 6) or manually (step 7).

   Note

   If any custom attribute is required, clear the Required check box for the attribute before adding it to the Base Element object. For more information, see How to handle required custom fields in CMDB 1.0 classes (objects).

6. To add custom attributes automatically, perform the following actions:
   1. Navigate to Setup > Security Controls > Remote Site Settings.
   2. Click New Remote Site.
   3. In the Remote Site Name field, enter a name.
   4. In the Remote Site URL field, enter the URL of your BMC Remedyforce application before /apex.
      For example, enter https://BMCServiceDesk.na7.visual.force.com.
   5. Navigate back to the CMDB 2.0 Upgrade page (Remedyforce Administration > Configure CMDB 1.0 > CMDB 2.0 Upgrade).
   6. Click Step 2. Add the identified custom attributes to the Base Element object and then click Add Automatically.
   7. Select the check boxes for the fields that you want to add to the Base Element object.

   8. Click Add Selected Fields to Base Element.

      Note

      If you choose to have fields added automatically to the Base Element object, do not click the Scan CMDB button.

      The Status column shows the progress and status of adding the selected fields to the Base Element object.
      When fields are added automatically, a default value is assigned to some attributes of a few field types. For more information, see Default values assigned to automatically added custom attributes.

7. To add custom attributes manually, perform the following actions:
   1. Navigate to Setup > Create > Objects.
   2. In the Label column, click Base Element.
   3. In the Custom Fields & Relationships section, click New.
   4. Enter the field details.
      In the Field Name field, use the value provided in the Suggested API Name column of the scan report. Otherwise, your data will not be mapped to the correct field, and the data will be lost during migration.
   5. Click Save.
   6. (Optional) To add another field, click Save & New and repeat Editing your profile details and step e.
   7. After adding all of the fields, click Add Manually.
8. Click Verify Changes.
   The verification results are shown on the page. If the results show that some custom attributes are still missing, check the log. While going through the log, verify that you do not need to add the missing attributes. Data for the missing custom attributes is not migrated. To ensure that you do not lose the data, you must add all of the missing custom attributes.
9. (Optional) If you have custom classes, create field sets for the classes in the Base Element object and assign the required fields to the field set. To create field sets for custom classes, perform the following actions:
   1. Navigate Setup > Create > Objects.
   2. In the Field Sets section, click New.
   3. In the Field Set Label field, enter the custom class name, for example, Mobile Devices.
   4. In the Where is this used field, enter a short description of the field set, and click Save.
   5. Drag the fields that belong to the field set (or custom class) to the In the Field Set list.
   6. Click Save.
10. (Optional) If you have added custom values to out-of-the-box Picklist-type fields, add those values to the fields in the Base Element object.

11. To migrate data to the Base Element object, click Step 3. Migrate data to CMDB 2.0, and then click Migrate Data.

    Important

    The CMDB is locked while migration of data is in progress. During data migration, BMC recommends that you do not perform any actions in the Remedyforce CMDB tab.

    After the migration is complete, an email message is sent to you. The result is also shown on the CMDB 2.0 Upgrade page. If the result shows that errors occurred in the data migration, check the logs.

12. Ensure that your data has been migrated successfully by checking the logs or creating a tab for the Base Element object.
    For more information, see Verifying data after migration.
13. To start using CMDB 2.0, click Step 4. Switch to CMDB 2.0 and click Switch to CMDB 2.0.
    Until you switch to CMDB 2.0, your CMDB 1.0 data is displayed, and new and updated records are saved in CMDB 1.0 only.
14. After you have switched to CMDB 2.0, perform the post-upgrade procedures. For more information, see CMDB 2.0 post-upgrade procedures.

15. To free the space occupied by CMDB 1.0 records, click Step 5. Delete the CMDB 1.0 data, and then click Delete CMDB 1.0 data.
    The success or failure in deleting CMDB 1.0 data is shown on the screen, and an email message is sent to your email address.

    Note

    If an error occurred during the migration to CMDB 2.0 and you selected to switch to CMDB 2.0, if you delete the CMDB 1.0 data, you will lose the data that was not migrated.

    If there is no CMDB 1.0 data and you click Delete CMDB 1.0 data, a message appears on the window and the button is disabled.

16. (Optional) To hide the CMDB 2.0 Upgrade option in the Configure CMDB 1.0 menu, click Additional Options and then click Hide This Tab.