This documentation supports releases of BMC Helix Continuous Optimization up to December 31, 2021. To view the latest version, select the version from the Product version menu.

Migration process overview


BMC provides an out-of-the-box migration toolkit that helps you to migrate data from TrueSight Capacity Optimization to BMC Helix Continuous Optimization. Before starting the migration, you must understand the end-to-end process for migrating the data. 

The following image provides an overview of the process:


migration_overview.png

The following table provides a sequence to migrate your data:

Task

Action

Role

Reference

1

Review the key considerations to learn about the type of data that is migrated and the features that are discontinued in BMC Helix Continuous Optimization.

Capacity Planner

2

Assess your source environment and plan for migration.

BMC professional services

NA

3

Prepare your environment for migration:


    1. Register for BMC Helix Continuous Optimization and activate the product.
    2. Download the Remote ETL Engine from BMC Helix Continuous Optimization and install it in your on-premises (source) environment so that it can communicate with the TrueSight Capacity Optimization Database server during migration of the time series data.
    3. Download the migration toolkit from BMC Helix Continuous Optimization and copy it on the host computer on which the TrueSight Capacity Optimization Application Server is installed.
    4. From BMC Helix Portal on which BMC Helix Continuous Optimization is hosted, generate API keys and the tenant ID that are required while you run the migration tool on the Application Server. These keys and ID are used to authenticate the Administrator user to connect to BMC Helix Continuous Optimization.

System administrator

34

Run the migration tool to migrate data.

The data is migrated in two phases.
In phase 1, the migration tool extracts all configuration data, such as the definition of entities, relationships, tags, analysis, models, external DB connections, and entity catalogs, and migrates this data to BMC Helix Continuous Optimization. This task might take up to few minutes to be completed.

In phase 2, the Remote ETL Engine of BMC Helix Continuous Optimization schedules a set of ETLs to migrate the time series data from the source environment. Depending on the size of the time series data, it might take from few hours to a couple of days to completely migrate the time series data. 

System administrator

45

Validate data and perform post migration tasks.

System administrator

Example scenario

Apex Global is running TrueSight Capacity Optimization 20.02 that gives insights to optimize the use of their current IT resources and plan for future demands. Alan is an administrator for the Apex Global and performs all administrative tasks, such as deploying the product components, integrating data sources, and managing system tasks. 

The current deployment of TrueSight Capacity Optimization in Apex Global is:

migration_es_1.png

Apex Global now wants to move to BMC Helix Continuous Optimization that is a cloud-based capacity management solution. 

After assessing their current deployment, including product customizations and business requirements, Alan needs to do the following tasks to prepare the environment for migration:

  1. Register for BMC Helix Continuous Optimization and activate the product.
  2. Download the Remote ETL Engine from BMC Helix Continuous Optimization and install it in his on-premises environment so that it can communicate with the TrueSight Capacity Optimization Database server during migration of the time series data.
  3. Download the migration toolkit from BMC Helix Continuous Optimization and copy it on the host computer on which the TrueSight Capacity Optimization Application Server is installed.
  4. From BMC Helix Portal on which BMC Helix Continuous Optimization is hosted, generate API keys and the tenant ID that are required while running the migration tool on the Application Server. 

For details on performing these tasks, see Preparing-for-migration.

After completing the premigration tasks, the deployment of Capacity Optimization is:

migration_es_2.png

Alan now runs the migration tool to migrate the on-premises data to the cloud-based solution. 

The data is migrated in two phases.
In phase 1, the migration tool extracts all configuration data, such as the definition of entities, relationships, tags, analysis, models, external DB connections, and entity catalogs, and migrates this data to BMC Helix Continuous Optimization. 

In phase 2, Helix Remote ETL Engine schedules a set of ETLs to migrate the time series data from the source environment. 

For details, see Running-the-migration-tool.

migration_flow.gif

 

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