Spreadsheets required for minimum standard configuration

As a part of entering data in the spreadsheet, you need to load the minimum required information for a standard configuration.

The following table provides information about spreadsheets and tabs required to load minimum standard configuration:

Related topics

Populating-the-dataload-spreadsheets

Configuring-Data-Management

Required spreadsheets	Required tabs	Description
Company.xls	COM_LoadCompany	Use this tab to specify companies.
Location.xlsx	SIT_LoadSite	Use this tab to specify sites.
Location.xlsx	SIT_LoadSiteCompanyAssociation	Use this tab to associate each site with a company. Sites are physical locations.
SupportGroup.xlsx	CTM_LoadSupportGroup	Use this tab to specify support groups.
People.xlsx Important: You do not need to use all the People tabs listed here. If you are loading people using templates, use the tabs that apply to templates; otherwise use the tabs that apply to loading people individually. For more information, see Defining people, permissions, and support groups.	CTM_LoadPeopleTemplate	To load support staff, you can use people templates. On this tab you specify the template names that are referenced on the other tabs. You can also load people individually using the 02 CTM-People, 18 CTM-PeoplePermissionGroups, 19 CTM-SupportGroupAssociation, and 20 CTM-SupportGrpFunctionalRole tabs. Use the other tabs in People.xlsx to set the permission groups, support groups, and support group functional roles for each people template, for individuals, or for both. For more information about how to use people templates to load individuals into the system and assign them permissions, see Defining people, permissions, and support groups.
	CTM_LoadPeople	Use this tab to load people. For more information about how to load people into the system and assign them permissions, see Defining people, permissions, and support groups. Important: Do not use data load to load Demo and Appadmin users, because these are existing administrator accounts.
	CTM_LoadPeopleTemplatePG	Use this tab to specify the BMC Helix ITSM application permission groups for each people template. For more information about how to load people into the system and assign them permissions, see Defining people, permissions, and support groups.
	CTM_LoadPeopleTemplateSG	Use this tab to specify the support groups for each people template. For more information about how to load people into the system and assign them permissions, see Defining people, permissions, and support groups.
	CTM_LoadPeopleTemplateSFR	Use this tab to specify the support group functional roles for each people template. For more information about how to load people into the system and assign them permissions, see Defining people, permissions, and support groups.
	CTM_LoadPeoplePermissionGroups	Use this tab to specify the BMC Helix ITSM Application permissions for each individual.
	CTM_LoadSupportGroupAssociation	Use this tab to specify the support groups for each individual.
	CTM_LoadSupportGrpFunctionalRole	Use this tab to specify the support group functional roles for each individual.

Dependencies among foundation dataload spreadsheets

Foundation data, loaded by the foundation dataload spreadsheets, forms the foundation for all other data in BMC Helix ITSM. Dependencies among foundation dataload spreadsheets are shown in the following table:

Data entered in this spreadsheet	Depends on data entered in these spreadsheets
Data entered in this spreadsheet	Company	Geography	SystemSetup	PeopleOrg	Location	Financials	SupportGroup	Catalogs
Location	Yes	Yes
PeopleOrg	Yes
SupportGroup	Yes		Yes
Financials	Yes
People	Yes			Yes	Yes	Yes	Yes	Yes
Product Catalog	Yes
Operational Catalog	Yes
Generic Catalog	Yes							Yes

Process setup data, loaded by the process-setup dataload spreadsheets, depends on foundation data.

Transaction data, loaded by the transaction setup dataload spreadsheets, depends on foundation data. If you are loading transaction data, make sure that you consider information in the Transactional-SharedComponents.xlsx file. This spreadsheet includes tabs for shared child forms.

If you are loading task information for change or incident requests, consider the following points:

You can load both task groups and tasks.
You can load only one level of task group. This means that a task group can contain tasks, but cannot contain other task groups.
Unless you are loading ad hoc tasks, you must specify the Task Template ID.

Spreadsheets required for minimum standard configuration

Dependencies among foundation dataload spreadsheets

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