Merging company or support group data

For better results, perform the merge process outside peak business hours to avoid inconveniencing your users.

Merging data from one company or support group to another results in the following updates:

• All transactional data and all associations that refer to the source company or support group whose data is being merged are updated to reference the target company or support group into which the data is being merged.
• Any matching data is updated regardless of the status of the record. For example, if you are merging Apex Global with ABC Corp, all incident records of Apex Global are updated regardless of their status.

• All resources such as sites, support groups, people, and roles, that apply to the source company or the support group are moved or merged into the target company or support group. If the resources are already associated with the target company or support group, the existing associations remain with the original company or support group and are changed to offline status.

  Example

  If you are merging Apex Global with ABC Corp, any data associated with Apex Global is moved or merged into ABC Corp. Some forms store associations for multiple companies. If you have data for both Apex Global and ABC Corp before the merge, the status of the Apex Global data changes to offline.

• All configuration records related to the source company or support group including the company or support group record itself, are changed to offline status. No data is removed. 
• All records that contain row-level access permissions continue to have their permissions updated to allow access to users within the target company. These updates include the parent company, as well, if defined based on the target company.
• When support groups from different companies are merged, all records that were updated via the data wizard process continue to have their permissions updated to allow access from the new support company.

For a smooth merge process, prepare the data by making sure that all the support groups in both companies have a unique combination of support group name and support organization.

To merge data across companies

1. From the Application menu, select Data Management > Data Wizard.
2. From the 1. Select the action you want to perform list, select Merge target values. 
3. From the 2. Select the type of merge you want to perform list, select Company.
   The Data Wizard Console appears. 
4. In the Merge this company section, from the Company list, select the source company whose data you want to merge.
5. In the into this company section, from the Company list, select the target company to which the source company data is to be merged.
6. At the bottom of the window, click Go to start the merge process. 
   The system prompts you to confirm that you want to proceed with the merge process during peak hours.

7. Click the appropriate option. 

   The Data Wizard Status window displays the status of the merge process.

8. When the merge process is complete, if row-level updates are required because of an error, click Application Maintenance Console at the bottom of the status window to monitor the progress of the forms.

To merge data across support groups within a company or across companies

1. From the Application menu, select Data Management > Data Wizard.
2. From the 1. Select the action you want to perform list, select Merge target values. 
3. From the 2. Select the type of merge you want to perform list, select Support Group.  
   The Data Wizard Console appears with the following fields:
   
4. From the Support Group section, select the Support Company on the left and right sides. The company selected on the left side is the source company and company on the right side is the target company. 
5. From the Merge this group section, select the source Support Organization and Support Group Name whose data is to be merged.
6. From the into this group list, select the target Support Organization and Support Group Name into which the data is to be merged.

7. You can clear the Perform FTS Reindex Now? option, in case you don't want to execute FTS re-indexing now.

   Running the FTS re-indexing affects performance during peak hours. For example, as a Remedy foundation data administrator, you rename or make multiple changes for a support group using the Data Wizard and do not want the system to perform FTS re-indexing individually for every change during standard business hours. Clear the Perform FTS Reindex Now? option to run FTS re-indexing at midnight after Data Wizard is used. It runs once for each data type.

8. At the bottom of the window, click Go to start the merge process. 
   The system prompts you to confirm that you want to proceed with the merge process during peak hours.
9. Click the appropriate option. 
   The Data Wizard Status window displays the status of the merge process. 
10. When the merge process is complete, if row-level updates are required because of an error, click Application Maintenance Console at the bottom of the status window to monitor the progress of the forms.