This documentation supports the 21.3 version of BMC Helix ITSM.To view an earlier version, select the version from the Product version menu.

Configuring the load file path for the AR System attachments and spreadsheets repository

Configuring the load file path for the  repository for attachments and spreadsheets depends on what type of server environment you have: single server or server group.

Single server environments

In single server environments, the load file path is configured automatically.

When you open either the Data Management Job console or the Onboarding wizard, the system checks for the data management load file path. If one is not specified, the system sets the file path to that of the AR System database directory.

Related topics

Overview-of-the-data-load-process

Configuring-Data-Management


You can override the default database directory load file path by following the configuring procedure described in Server group environments, below, and specifying the custom load file path in Step 2.

Best practice
For single server installations, we recommend that you use a local drive for the AR System server to assist with performance (instead of a LAN or WAN). The server must be named; it cannot be defined as \\localhost\.

Server group environments

In server group environments, you must configure the AR System repository for attachments and spreadsheets manually. This procedure must be done by someone with AR System Administrator permissions prior to DMT Users and DMT Admins creating or modifying jobs. The files in this temporary work area will be read by the Atrium Integrator during the Load step.

Warning

When you create or modify a job, if you see the following error message, you must act before proceeding:

The system setting for Data Management file path is not set, please have your AR Administrator configure this (Jobs may not be run, until this is set)

If you have AR Administrator permissions, click the question mark icon to open the System Settings form and make the needed changes. Otherwise, contact your AR Administrator.

To configure the AR System repository for attachments and spreadsheets

  1. From the IT Home page and the list of applications, select Administrator Console > Application Administration Console > Custom Configuration > Foundation > Advanced Options > System Configuration Settings - System Settings and click Open. The System Settings form opens.

  2. In the System Settings form, enter the required information in the Data Management Load File Path field.

    Warning

    You must ensure that AR System can write to your path. If you are using Windows, access to the UNC file path should be restricted to the AR System environment and secured by Internet Protocol (IP) address filtering. If you are using UNIX, AR System must have full access to your mount point.

    If you have multiple servers in a server group, they must all have Read, Create, and Delete permissions for the folders and files in this path or mount point.

    For Microsoft Windows:

    Enter a fully qualified Universal Naming Convention (UNC) file path as follows for both single and server group installations:

    \\<serverName>\<yourFolderName>\

    The file path also:

    • Must end with a backslash
    • Might need the $ symbol to indicate a drive letter
    • Cannot contain spaces, for example, \\serverName\C$\datatool\

    For UNIX:
    In a single server UNIX environment, you can define a local folder (for example /tmp/LoadFiles/) or you can create a mount point (Network File System or other file system) and use /mount/LoadFiles/. 
    In a server group UNIX environment, you must define a mount point (Network File System or other file system) and use /mount/LoadFiles/.

  3. Click Save to save your changes.


 

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