This documentation supports the 23.3 version of BMC Helix ITSM.To view an earlier version, select the version from the Product version menu.

Populating the dataload spreadsheets

For importing data, you must populate the appropriate dataload spreadsheets. When using the Data Management feature, you must use the dataload spreadsheets that are provided with this version of BMC Helix ITSM. Each spreadsheet includes instructions that simplify the data entry and distribution of the spreadsheet. 

Related topics

Loading-Foundation-data-by-using-Data-Management

Overview-of-the-data-load-process

Data-Management-consoles-and-windows



Best practice
As you complete your spreadsheet, remember the following points:

  • You can only use ARX files and not Excel spreadsheets to import Service Request Management data.
  • All of the articles in the knowledge base provided by Knowledge Management have their own unique original article ID.
    This ID is referred to as the PrevDocId or KAM article Doc ID in the dataload spreadsheet. For all of the different knowledge article templates, the article ID and its version should be unique.
  • The Data Management loads are single tenant. The Company is driven from the Data Management job. All of the data that is loaded by the Data Management job is associated with the company that you selected when your created the Data Management job. This means that you must create a separate spreadsheet for each company. In addition, you must create a separate Data Management job for each company spreadsheet.
  • Because BMC does not support error handling for the CI relationship data from the Transactional-Asset.xlsx spreadsheet, we recommend that you make sure to enter valid normalized relationship type names into the spreadsheet.
    For more information about the normalized names, see the CI relationship types table in Loading-BMC-Asset-Management-data.

To open and save Microsoft Excel 2007 (and later) files (.xlsx) with Excel XP or 2003, you need to apply Microsoft's compatibility patch as documented in KB924074 found at http://support.microsoft.com/kb/924074.

To populate data in the foundation dataload spreadsheets

  1. Complete the spreadsheets according to the instructions on the Instructions tab and in the column headings. 
    All leading and trailing spaces and tab characters are stripped when the data is imported into staging forms.
  2. Follow the instructions about saving your spreadsheet changes in Downloading-and-creating-data-load-spreadsheets.

 

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