Phased rollout

 

This version of the software is currently available only to early adopter SaaS customers as the first step in our phased rollout.

Migrating data by using the Data Management Job Console

Use Data Management Job Console to import BMC Service Request Management data in the following situations:

  • You have a multi-user or multi-tenant environment.
  • You have strong constraints when granting AR Administrator permissions to users.
  • You need to perform cross-application data loads.
  • You need to schedule jobs to load BMC Service Request Management data.

Some of the standard data management capabilities of the Job Console are not available for importing Service Request Management data. For example, you cannot use spreadsheets to import SRDs, PDTs, and AOTs, because Service Request Management configuration is a complex structure of linked objects that cannot be replicated manually in a spreadsheet. Similarly, alias replacement is not supported when importing Service Request Management data because, unlike manually entered data, system data does not contain errors such as different spellings of the same name.

Important

You cannot import BMC Service Level Management data, work information, and any attachments that it contains.

Process overview

To migrate data by using the Data Management Job Console:

  1. Prepare your destination server by importing Foundation data (for example, people information) and required fulfillment application templates (for example, work order templates).
  2. Use the Import Export Console to export the BMC Service Request Management data as an .arx file from the source server.
  3. Import the data by using the Data Management Job Console.
    You must have DMT User or DMT Admin permission to import data from the Data Management Job Console.

To import data by using the Job Console

  1. Perform the required prerequisite steps:
    1. Prepare your destination server. 
    2. Export the data as an .arx file from the source server by using the Import Export Console.
    3. Create a zip file of the attachments folder.
    4. Copy the .arx file and the attachments zip file from the source server to the client computer where the Job Console is located.

  2. From the IT Home page, select Data Management > Job Console.

  3. Navigate to Job Functions > Create Job.
  4. Enter the job name and company and click Save.
  5. Click the Create drop-down list and select a Service Request Management template.
    Service Request Management templates are prefixed with SRM-. The template includes a set of steps to validate and promote data. These steps are displayed in the Steps table below the template details. 
  6. Select the Load step and click View.
  7. In the Load Parameters section, click Add and then click Browse to navigate to the location where you saved the .arx file and the attachments zip file, and select them.
  8. Click Save again to save your settings.
  9. Navigate back to the Job Details tab, and change the Status to Build.
  10. Click Save.
    The Run button is now enabled.
  11. Click Run.
    Optionally, you can schedule the job to run at the specified time. For more information, see Scheduling jobs Open link .

Job templates used for creating import jobs

A job template includes a set of steps to load, validate, and promote data. You can create jobs by using standard out-of-the-box job templates or custom job templates. For more information, see Creating customized jobs Open link .

Important

You can use job templates to import new data only. Using job templates to update existing data is not supported.

The following table lists the standard job templates provided in the Job Console that are specific to BMC Service Request Management:

Template

Description

SRM-Process Definition Template

  • Loads, validates, and promotes PDTs and related data
  • Skips duplicates

SRM-Process Definition Template-Wait

  • Loads PDTs and related data
  • Waits while you check for validation errors
  • Promotes data when you click Continue

    Use this template when you import new definitions only.

SRM-Service Request Definition Template

  • Loads, validates, and promotes PDTs and related data
  • Skips duplicates

SRM-Service Request Definition Template-Wait

  • Loads SRDs and related data
  • Waits while you check for errors and decide whether to execute the job
  • Promotes data when you click Continue

    Use this template when you import new definitions only.

SRM-Supporting Data Template

  • Loads, validates, and promotes supporting data for SRDs and PDTs, which includes questions, images, categories, entitlements, and surveys
  • Skips duplicates

SRM-Supporting Data Template-Wait

  • Loads supporting data for SRDs and PDTs
  • Waits while you check for errors and decide whether to execute the job
  • Promotes data when you click Continue

    Use this template when you import new definitions only.

For more information about using standard and custom templates, see Specifying standard job steps by applying out-of-the-box templates Open link  in the AR System documentation.

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