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This documentation supports the 23.3 version of BMC Helix Digital Workplace Basic and BMC Helix Digital Workplace Advanced. Icons distinguish capabilities available only for the Advanced and External license levels. For more information, see License types and features.To view an earlier version, select the version from the Product version menu.

Task 1: Getting the migration utility

As a BMC customer, you download the SRD to BMC Helix Digital Workplace Catalog migration utility from the Electronic Product Download (EPD) and then access it from BMC Helix Innovation Studio.

After getting the utility, administrators must complete the postinstallation configurations before proceeding with the migration of SRDs.


Required license

DWP Advanced icon.pngBMC Helix Digital Workplace Advanced, or BMC Helix Digital Workplace Basic with Catalog entitlement or BMC Helix ITSM Suite service license

The following image shows the process of migrating the SRDs from BMC Service Request Management to BMC Helix Digital Workplace Catalog.

Task 1 - To get the migration utility.png


Before you begin

Make sure that you have the ITSM Application bundle version 23.3.02 or later in your environment. If you do not have this bundle, contact BMC Customer Support.

The following image shows the ITSM Application bundle in BMC Helix Innovation Studio > Workspace tab.

BYB_ITSM App bundle.png


To download the migration utility

As an administrator, download the migration utility the D2P package. 

  1. Log in to Electronic Product Distribution by using your Subscription ID.

  2. Select Downloads & Products > Product Download Tool. 
  3. On the Electronic Product Distribution page, in Licensed Products, search BMC Helix Digital Workplace. 
  4. Select the applicable version.
  5. Download the following migration utility file and the related D2P package:
    • BMC Helix Digital Workplace SRD to DWP Catalog Migration Utility
    • BMC Helix Digital Workplace SRD to DWP Catalog Migration D2P package

      The following image shows the files to be downloaded from Electronic Product Distribution:

      Migration files_EPD.png
  1. To deploy the D2P package, as an administrator, log in to Action Request System.
    1. Select AR System Administrator > AR System  Deployment Management Console. 
    2. Select Transfer Package > Import.
    3. In the dialog box, click Browse to navigate to the local folder where you downloaded the BMCSRDtoDWPCatalogServiceMigration.zip file. 
    4. Select the file and click OK.
      You should be able to view the BMC SRD to DWP Catalog Service Migration package in the AR System Deployment Management Console, as shown in the following image:

      Migration utility_verify D2P package in AR system.png

  2. To deploy the migration utility, as an administrator, log in to BMC Helix Innovation Studio. 
    1. On the Workspace tab, click Install. 
    2. Select the srd-migration-23.3.03-2024-07-25 file that you downloaded earlier. 

You should be able to view the SRD migration utility in BMC Helix Innovation Studio, on the Workspace tab, as shown in the following image:

Migration utility_verify utility in IS.png


To complete the postinstallation settings

After getting the SRD to BMC Helix Digital Workplace Catalog migration utility, set up a connection between the BMC Helix Innovation Studio and Catalog instance.

  1. As an administrator, log in to BMC Helix Innovation Studio. 
  2. Click the Administration tab. 
  3. Select Integrations > Web APIs > Web API connections. 
  4. To create a new Web API connection, click New. 
  5. On the New web API connection page, complete the following fields: 
    1. In Name, enter a meaningful name to easily identify the web API connection. 
      For example, DWP Catalog
    2. In Host name, enter the host name of the BMC Helix Digital Workplace Catalog instance. 
    3. In Port, enter 443.
      The port for the Catalog is 443. 
    4. From the Protocol list, select the protocol for the Catalog instance.
    5. From the Authentication list, select Remedy. 
  6. Click Next. 
  7. On the Edit web API connection page, complete the following fields: 
    1. In Login, specify the login name of the administrator who will run the migration utility. 
    2. In Password, specify the administrator password. 
    3. Click Add HTTP headers. 
    4. Add the following HTTP headers:
      1. Content-Type with the application/json value. 
      2. default-bundle-scope with the myit-sb value. 
      3. X-Requested-By with the XmlHttpRequest value. 
  8. Click Save. 
  9. To map the Web API connection with the application, click Web API mapping. 
    1. In Application, select SRD Migration. 
    2. In Connection target, enter the target application to which you want to connect. 
      For example, DWP Catalog
    3. From the Connection configuration list, select the Web API configuration that you created earlier.
      For example, DWP Catalog

You have defined the connection between the BMC Service Request Management migration utility BMC Helix Digital Workplace Catalog. 

The following image is an example of the new web API connection:
Migration utility_new web api connection_DWPC_ rev.png

The following image is an example of the HTTP headers specified for the web API connection: 
Migration utility_web api HTTP headers.png

The following image is an example of the Web API Mapping:

Original_Web API mapping.png


(Version 23.3.04 and later) To track external activities created by the embedded PDTs

If you want to track the external activities created by the embedded PDTs in service request reports, you must configure the setting in BMC Helix Innovation Studio. 

  1. As an administrator, log in to BMC Helix Innovation Studio. 
  2. Click the Administration tab. 
  3. Select Digital Workplace Catalog > Service Request. 
  4. Select the Enable new external activity discovery from process instance data toggle, as shown in the following image:

    migration_utility_embedded PDT external activity.png

You can view the external activity IDs from the embedded PDTs, as shown in the following image:

migration_utility_embedded PDT external activity ID in reports.png


Where to go from here

After configuring the postinstallation settings, run the prechecks on the SRDs that you plan to migrate. To learn more, see Task-2-Completing-the-prechecks-for-SRD-migration.

 

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BMC Helix Digital Workplace 23.3