Importing sample data SRDs

BMC Service Request Management ships with sample data that you can install to speed up implementation. The sample data includes examples that you can use to create your own service request definitions (SRDs) and application templates for Work Order Management, Incident Management, BMC Helix ITSM: Change Management, and Release Management if you have installed the BMC Helix ITSM suite.

By default, the SRD templates are assigned to Calbro. To use the sample data SRDs out of the box, ensure that Calbro company sample data is present on the system. To apply the sample data SRDs to your company, export them from Calbro and import them into your company.

The following table lists the prepackaged SRDs.

Service category	SRD title	Fulfillment process type
Business analysis	Issue with an existing report	Incident
Business analysis	Request a report	Work order
Email	Add email inbox capacity	Work order
	Add exchange server capacity	Work order
	Add new exchange server	Work order
	Disable email	Work order
	Move user to different exchange server	Work order
	Update user details in email system	Work order
	Report spam	Incident
Facilities	Building problem	Incident
	Conference room equipment	Incident
	Ergonomic assessment	Work order
	Office move	Work order
	Order new office equipment	Work order
	Other move	Work order
	Other request to facilities	Work order
	Report issue with personal work environment	Incident
	Report mailing problem	Incident
	Report security and building access problem	Work order
	Request catering	Work order
	Request conference room booking	Work order
	Request corporate identification badge	Work order
	Request mailing service	Work order
	Request specific setup for conference room	Work order
	Special recycling request	Work order
File and print	Add file access permission	Work order
	Add network printer	Work order
	Add storage capacity	Work order
	Archive file system	Work order
	Backup file system	Work order
	Create new shared file system	Work order
	Issue accessing network printer	Incident
	Issue with local printer	Incident
	Order printer cartridge	Work order
	Remove file access permission	Work order
	Replace file system	Change
	Request bulk print job	Work order
	Request new personal printer	Work order
	Restore file system	Change
Finance	Add access to (SAP) finance	Work order
	Payroll question	Work order
	Question about expense reporting	Work order
	Remove access from finance	Work order
Human resources	Add HR access to group	Work order
	Add manager access to HR group	Work order
	Benefits and HR policy question	Work order
	Change 401K	Work order
	Change healthcare	Work order
	Change tax deductions	Work order
	Employee termination	Work order
	Other HR-related issue	Work order
	Remove HR access from managed group	Work order
	Remove manager access from group	Work order
	Request corporate credit card	Work order
	Request for paid time off (PTO)	Work order
	Request proof of employment	Work order
	Sales commission question	Work order
	Sign up for onsite fitness club	Work order
	Time card entry	Work order
	Travel information and reservations	Work order
	Update personal information	Work order
Internet access	Accessing general application	Incident
	Internet connectivity	Work order
	Password reset request	Incident
Network	Accessing system	Incident
	Add IP to access control list (ACL)	Work order
	Request VPN access	Work order
	Add user access to network	Work order
	Remove user access to network	Incident
	Remove user access	Work order
	Report remote access issue	Incident
	Request security token	Work order
Personal computing	Personal computer (PC) issue	Incident
	Replace component	Work order
	Request a new computer	Work order
	Request for more memory	Work order
	Request new keyboard	Work order
	Request new monitor	Work order
	Request new mouse	Work order
	Return personal computing equipment	Work order
Personal productivity	Provision virtual machine (VM)	Change
	Remove software	Work order
	Request new software	Work order
	Request software upgrade	Work order
	Software issue	Incident
SAP basis	Add SAP printer	Work order
	Add SAP user	Work order
	Delete user from SAP	Change
	Reset SAP password	Work order
	SAP issue	Incident
Service management	Add ITSM user	Work order
	Chargeback period request	Work order
	Company or organization request	Work order
	Cost center request	Work order
	Functional role request	Work order
	IT Service Management (ITSM) problem	Incident
	Operational categorization request	Work order
	Other data setup request	Work order
	Other IT application issue	Incident
	Permissions group request	Work order
	Region or site in ITSM request	Work order
	Reset ITSM password	Incident
	Run chargeback report	Work order
	Support group association request	Work order
Telecommunications	Order mobile phone, BlackBerry, or PDA	Work order
	Order phone accessories	Work order
	Other telecommunications issue	Incident
	Report issue with desk phone	Incident
	Report issue with mobile phone service	Incident
	Report issue with voice mail	Incident
	Request corporate calling card	Work order
	Request desk phone and voice mail	Work order
	Request personal phone conference line account	Work order

To import sample data SRDs

Use the Import Export console to export or import SRDs. For more information, see Migrating data by using the Import Export Console.

Export the sample data SRDs from the original server to your local computer.
Import the SRDs from your local computer to another server. During import, select the Import all definitions as new (rename all by adding a prefix to name) option.
Export the SRDs from the second server to your local computer.
Import them into the original server. During import, select the Apply the imported definitions to a different company option.

Importing sample data SRDs

To import sample data SRDs

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