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Importing ​Remedyforce​configuration data from another Salesforce organization

You can import data from one Salesforce organization to another. The Salesforce organization can be a sandbox or a production organization. For example, say that you added some real configuration data to a sandbox while testing . You can import this data to your production organization by using Pentaho packages.

The following topics are provided:

Overview of Pentaho packages

Pentaho packages, provided on the BMC Communities website, enable you to import the following data:

  • Basic configurations that include status, impact, urgency, priority
  • Categories
  • Templates
  • Business Services and Service offerings
  • Request definitions
  • Service Level Agreements (SLAs)
  • QuickViews

Notes

  • This package must be used only for inserting data in a blank Salesforce Organization. It must not be used to update the configuration. 
  • If you have different default status in your Salesforce organization and migrated organization, after migration, the default status of the migrated organization is retained. If you do not want the default status of the migrated organization, perform one of the following actions:
    • Before migrating the data, remove the mapping of the BMCServiceDesk__defaultStatus__c field.
    • After migrating the data, open the default status of the migrated organization (Remedyforce Administration > Configure Application > Status) and clear the Default Status check box.

The following table lists folders included in the zip file on the BMC Communities website, the KJB file available in each folder, and the objects that are imported during data import.

Folder name

KJB file name

Objects imported

Category

CategoryMigrationJob

  • Category
  • Category types

Template

TemplateModuleMigration

  • Templates
  • Template Field Info
  • Template Linking

Business Services and Service Offerings

BusinessServicesAndOfferings

  • Base Element
    Only the records of Business Service and Service Offering are imported. 

Service Request Definition

ServiceRequestMigration

  • Entitlements
  • Fulfillment Inputs
  • Fulfillment Mappings
  • Process Template
  • Request DefinitionThis object stores data that is shown on the General Information tab of a request definition.

SLA

SLAMigration

  • Agreement
    This object stores data that is shown on the General Information tab of an SLA.
  • SLA Account Link
  • SLA Relation
  • Service Target
  • Service Target Criteria
  • SLA Milestone
  • SLA Milestone Action

QuickView

QuickViewMigration

  • QV Folder
  • QV Query
  • QV FolderMapping
  • QV FieldInfo
  • QV Conditions
  • QV FolderAccess
  • QV PageReference
  • QV ObjectFieldMapping
  • QV CalenderView
  • QV ChartView
  • QV FormatRule
  • QV FormatCondition
  • QV FormatAction

BMC recommends that you import individual KJB files in a specified order. Another KJB file, CombinedJobs.kjb (not listed in the preceding table), is provided to import data in the correct order for all possible configurations. This file is at the same level as the folders. For information about the order in which to import KJB files, see To import data from another Salesforce organization.

Before you begin

Before importing data, perform the following actions:

Action

Description

Configure the object-level differences

In the destination organization, configure the object-level differences of the source organization fields. For example, in the source organization, you have added a custom field to the Category object. Add the same custom field to the Category object in the destination organization. Ensure that field types of fields of the object whose data you are importing are same in the source and destination organizations.
If you are importing data to or from a sandbox organization, you can deploy these differences by using Salesforce change sets. 

Tag the records of the objects that you want to import

You must select the Tag for Export check box. For example, say that you created 20 new categories in your sandbox (the source organization). To import these categories to your production organization (the destination organization), tag them to be imported by using the Tag for Export check box.

If you tag records of an object for importing, data of the related objects is also imported. For example, if you have marked Service Level Agreements (SLAs) for importing, data of the related objects, such as Service Target, SLA Milestone, and so on, is also imported.

The Tag for Export check box is not available on the UI. To tag a record for export:

  1. Create a tab for the object whose data you are importing, such as Category. For more information, see Salesforce Help.
  2. Go to the tab.
  3. To add the Tag for Export field to a list view, perform one of the following:
    • To create a new view, click Create New View.
    • To edit an existing view (All), click Edit.
      For more information, Salesforce Help.
  4. With other required fields, add Tag for Export to the list view, and click Save.
  5. Select check boxes for the records that you want to import.
  6. For any selected record, double-click in the Tag for Export column. 
    If you are unable to edit a field in the list view, ensure that you add the field to the layout of the object by clicking Edit Layout on a record page. 
  7. In the Edit Tag for Export window, select the check box, and select the All <n> selected records option.
    Where "n" is the number of records that you want to import. 
  8. Click Save.

Tag related records for importing

To import related records, ensure that you tag the related records for importing; otherwise, they are not imported. For example, if you have tagged an agreement for importing, but did not tagged related agreements, the related agreements are not imported. 

Add or import linked data that is required in the destination organization

Before you import data, ensure that all the required linked data is present in the destination organization. For example, if you had a custom lookup field on the Request Definition object from a custom object, import the records of the custom object before importing request definitions. Import data of the custom objects that are related to any of the objects that you are importing.

Import data of the Base Elements and Base Relationships objects

Use the Data Loader to import the data of these objects. This data ensures that you have all the services and service offerings required to create request definitions.

Note: The package to import business service and service offerings is available.

Register at the BMC Communities website

Installing the JRE

Download the Pentaho Data Integration tool.

To import data from another Salesforce organization

Before importing data from another Salesforce organization, perform all of the actions in Before you begin.

Best practice

  • We recommend that you import individual KJB files in the following order:

    1. Any custom status, urgency, priority, or impact, objects
    2. Category
    3. Templates
    4. Business Services and Service Offerings
    5. Request Definitions
    6. Service Level Agreements
    7. QuickViews

    If you import data in the specified order, you ensure that the data required to create templates, request definitions, service level agreements, and QuickViews is already present in your organization. For example, you will be able to import all request definitions successfully if you have all the categories for which you created these request definitions.

    Alternatively, you can use another KJB file, CombinedJobs.kjb (not listed in the preceding table), to import data in the correct order for all possible configurations. This file is at the same level as the folders.

  • If you had imported the configurations earlier and you want to import them again, ensure that you delete the previously imported configurations. If you do not delete the previous configurations, the already existing configurations do not get migrated.

    To check the configurations that were not migrated, lookup the collision files. For example, to check the SRDs that were not migrated, refer the ServiceRequestCollision.csv file. Similarly, to check the configurations that were migrated, lookup the log files. For example, for SRDs that were migrated, refer the SRDMigrationSuccessLog.log file.

  • The Pentaho package for Configuration Migration does not support migration of lookup filters for the input fields. You will have to create the lookup filters manually.
  • With the 20.18.02 or later releases of Remedyforce, you must use the Configuration Migration Pentaho 20.18.02 package. For earlier versions of Remedyforce, use the earlier versions of Pentaho package. 
  • Import data to a new organization by using the Pentaho package for Configuration Migration only once. Users should not use this Pentaho package to import data in their organizations multiple times.
  1. Download the Pentaho job files from https://sourceforge.net/projects/pentaho/files/Data%20Integration/.
    For more information on Pentaho Data Integration Tool support versions, see Supported-browsers-mobile-devices-and-integrations.
  2. To launch the Pentaho Data Integration tool 8.2 in the \pdi-ce-8.2.0.0-342.zip folder, double-click the Spoon.bat file.

  3. Open the KJB file for the package that you want to import.
    For example, to import categories, open the CategoryMigrationJob.kjb file from the Category folder.

    Note

    In the Job properties window of the QuickViews KJB file (QuickViewMigration.kjb), do not change the API versions in the values of the SF_DESTINATION_ORG_APIURL and SF_SOURCE_ORG_APIURL parameters. The package does not work for other API versions.

  4. In the KJB file, select Edit > Settings.

  5. In the Combined Job Properties window, perform the following actions:

    1. Right-click on the screen.
    2. Select Properties.
    3. Click the Parameters tab.

    4. Enter the values for the required parameters.

      img_config_mig_pentaho.png

    Notes

    • After you enter the credentials for the combined job (top-most parent), the credentials are inherited by all the subsequent jobs or transformations.
  6. Click run_green.gif.
    The following XLS files are created in the folder where you have extracted the Pentaho packages downloaded from the BMC Communities website:
    • <Object  name>Collision: Lists the records that already exist in the destination Salesforce organization.
    • <Object name>Success: Lists the records that were successfully imported.
    • <Object name>Error: Lists the records that were not imported successfully.

Note

  • If you had mapped templates to profiles, the mapping is not imported. After importing data to the new Salesforce organization, you must map the templates and profiles again.
  • If you had mapped QuickViews to profiles, the mapping is not imported. After importing data to the new Salesforce organization, you must map the QuickViews and profiles again.

When you run the Pentaho package again, already imported records are not imported (even if the imported records are updated in the source organization). However, if you update the Name field of an already imported record, the record is imported again when you run the Pentaho package.

Related topic

Known-and-corrected-issues-for-Pentaho-packages

 

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