Spreadsheets provided and target form mapping

For Data Management, the Microsoft Excel (.xlsx) spreadsheets are shipped with BMC Helix ITSM which includes the following information:

  • How the spreadsheet tabs map to the staging forms.
  • How the staging forms map to the primary target forms in BMC Helix ITSM.

The information provided in this section is organized according to the data types in BMC Helix ITSM data.

Related topics

Populating-the-dataload-spreadsheets

Configuring-Data-Management

Foundation data mapping

The following table lists the mapping of Foundation data from spreadsheets to target forms:

For more information about the order to load data, see Planning-which-data-to-load-from-spreadsheets.

Spreadsheet

Tab

Staging form

Target form or forms

Company.xlsx

COM_LoadCompany

COM:LoadCompany

COM:Company

COM_LoadCompanyAlias

COM:LoadCompanyAlias

COM:CompanyAlias

Financials.xlsx


FIN_LoadConfigCostCentersRep

FIN:LoadConfigCostCentersRep

FIN:ConfigCostCentersRepository

FIN_LoadCostCenterUDAAssoc

FIN:LoadCostCenterUDAAssoc

FIN:CostCenterUDAAssociations

GenericCatalog.xlsx



CFG_LoadGenericCatalog

CFG:LoadGenericCatalog

CFG:GenericCatalog

CFG_LoadGenericProdSerAssoc

CFG:LoadGenericProdSerAssoc

CFG:GenericProdServiceAssoc

CFG_LoadGenericCpyModuleAssoc

CFG:LoadGenericCpyModuleAssoc

CFG:GenericCompanyModuleAssoc

Geography.xlsx

CTM_LoadPostalCodes

CTM:LoadPostalCodes

CTM:PostalCodes

Location.xlsx





SIT_LoadSite

SIT:LoadSite

SIT:Site

SIT_LoadSiteAlias

SIT:LoadSiteAlias

SIT:Site Alias

CTM_LoadRegion

CTM:LoadRegion

CTM:Region

SIT_LoadSiteGroup

SIT:LoadSiteGroup

SIT:SiteGroup

SIT_LoadSiteCompanyAssoc

SIT:LoadSiteCompanyAssoc

SIT:SiteCompanyAssociation

Operational Catalog.xlsx


CFG_LoadServiceCatalog

CFG:LoadServiceCatalog

CFG:ServiceCatalog

CFG_LoadServiceCatalogAssoc

CFG:LoadServiceCatalogAssoc

CFG:ServiceCatalogAssoc

People.xlsx



















CTM_LoadPeopleTemplate

CTM:LoadPeopleTemplate

CTM:PeopleTemplate

CTM_LoadPeople

CTM:LoadPeople

  • CTM:People
  • User (if a Remedy Login ID is specified)

CTM_LoadPeopleTemplatePG

CTM:LoadPeopleTemplatePG

CTM:PeopleTemplatePG

CTM_LoadPeopleTemplateSG

CTM:LoadPeopleTemplateSG

CTM:PeopleTemplateSG

CTM_LoadPeopleTemplateSFR

CTM:LoadPeopleTemplateSFR

  • CTM:SupportGroupFunctionalRole
  • AP:Role

CTM_LoadPeopleAttributes

CTM:LoadPeopleAttributes

CTM:LoginID

CTM_LoadPeopleAttributes

CTM:LoadPeopleAttributes

CTM:PeopleWallet

CTM_LoadPeopleAttributes

CTM:LoadPeopleAttributes

CTM:PeopleHRAttendanceMgmt

CTM_LoadPeopleAttributes

CTM:LoadPeopleAttributes

CTM:PeopleHRTimeManagement

CTM_LoadPeopleAttributes

CTM:LoadPeopleAttributes

CTM:PeopleEducation

CTM_LoadPeopleAttributes

CTM:LoadPeopleAttributes

CTM:PeopleTravelProfile

CTM_LoadPeopleAttributes

CTM:LoadPeopleAttributes

CTM:PeopleBenefitInfo

CTM_LoadPeopleAttributes

CTM:LoadPeopleAttributes

CTM:PeopleITSkills

FIN_LoadCostCenterUDAAssoc

FIN:LoadCostCenterUDAAssoc

FIN:CostCenterUDAAssociations

CTM_LoadPeopleWorkLog

CTM:LoadPeopleWorkLog

CTM:PeopleWorkLog

NTE_LoadCFGNotificationEvents

NTE:LoadCFGNotificationEvents

NTE:CFG-NotificationEvents

CTM_LoadPeoplePermissionGroups

CTM:LoadPeoplePermissionGroups

CTM:PeoplePermissionGroups

CTM_LoadSupportGroupAssociation

CTM:LoadSupportGroupAssociation

CTM:Support Group Association

CTM_LoadSupportGroupFunctionalRole

CTM:LoadSupportGroupFunctionalRole

CTM:SupportGroupFunctionalRole

CTM_LoadPeopleBundledGroup

CTM:LoadPeopleBundledGroup

CTM:PeopleBundledGroup

PeopleOrg.xlsx

CTM_LoadPeopleOrganization

CTM:LoadPeopleOrganization

CTM:PeopleOrganization

Product Catalog.xlsx






PCT_LoadProductCatalog

PCT:LoadProductCatalog

PCT:ProductCatalog

PCT_LoadProductAlias

PCT:LoadProductAlias

PCT:ProductAlias

PCT_LoadProdComAssoc

PCT:LoadProdComAssoc

PCT:ProductCompanyAssociation

PCT_LoadProdModelVersion

PCT:LoadProdModelVersion

PCT:Product Model/Version

PCT_LoadModelVersionPatch

PCT:LoadModelVersionPatch

PCT:ModelVersionPatch

PCT_LoadProdCatAliasMapping

PCT:LoadProdCatAliasMapping

PCT:ProductCatalogAliasMappingForm

SupportGroup.xlsx






CTM_LoadSupportGroup

CTM:LoadSupportGroup

CTM:SupportGroup

CTM_LoadSGPAssignments

CTM:LoadSGPAssignments

CTM:SupportGroupAssignments

CTM_LoadSupportGroupAlias

CTM:LoadSupportGroupAlias

CTM:SupportGroupAlias

CTM_LoadSGPOnCall

CTM:LoadSGPOnCall

CTM:SupportGroupOn-Call

CFG_LoadBusinessTimeWorkdays

CFG:LoadBusinessTimeWorkdays

Business Time Workdays

CFG_LoadBusinessTimeHolidays

CFG:LoadBusinessTimeHolidays

  • CFG:BusinessHolidaysStorage
  • BusinessTimeHolidays

SystemSetup.xlsx

NTE_LoadCFGPagerServiceConfig

NTE:LoadCFGPagerServiceConfig

NTE:CFG-PagerServiceConfig

Process setup data mapping

The following table lists the mapping of process-setup data from spreadsheets to target forms:

For more information about the order to load data, see Planning-which-data-to-load-from-spreadsheets.

Spreadsheet

Tab

Staging form

Target form or forms

ProcessSetup-Change.xlsx

APR_LoadApproverLookup

APR:LoadApproverLookup

APR:Approver Lookup

ProcessSetup-Change.xlsx

CHG_LoadTemplate

CHG:LoadTemplate

CHG:Template

ProcessSetup-Change.xlsx

CHG_LoadTemplate
SPGAssoc

CHG:LoadTemplate
SPGAssoc

CHG:TemplateSPGAssoc

ProcessSetup-Change.xlsx

CHG_LoadTemplate
Associations

CHG:LoadTemplate
Associations

CHG:Template Associations

ProcessSetup-Change.xlsx

TMS_LoadAssociation
Template

TMS:LoadAssociation
Template

TMS:AssociationTemplate

ProcessSetup-Foundation.xlsx

CFG_LoadAssignment

CFG:LoadAssignment

CFG:Assignment

ProcessSetup-Foundation.xlsx

APR_LoadAlternate

APR:LoadAlternate

AP:Alternate

ProcessSetup-Incident.xlsx

HPD_LoadTemplate

HPD:LoadTemplate

HPD:Template

ProcessSetup-Incident.xlsx

HPD_LoadTemplate
SPGAssoc

HPD:LoadTemplate
SPGAssoc

HPD:TemplateSPG Assoc

ProcessSetup-Incident.xlsx

HPD_LoadTemplate
Associations

HPD:LoadTemplate
Associations

HPD:Template Associations

ProcessSetup-Incident.xlsx

CFG_LoadScripts

CFG:LoadScripts

CFG:Scripts

ProcessSetup-Incident.xlsx

CFG_LoadGroup
EventMapping

CFG:LoadGroup
EventMapping

CFG:Group Event Mapping

ProcessSetup-Incident.xlsx

CFG_LoadDecisionTree

CFG:LoadDecisionTree

CFG:Decision Tree

ProcessSetup-Incident.xlsx

CFG_LoadDecision
TreeBranch

CFG:LoadDecision
TreeBranch

CFG:Decision Tree-Branch

ProcessSetup-Request.xlsx

RQC_LoadSummary
Definition

RQC:LoadSummary
Definition

RQC:SummaryDefinition

ProcessSetup-Task.xlsx

TMS_LoadTaskGroup
Template

TMS:LoadTaskGroup
Template

TMS:TaskGroupTemplate

ProcessSetup-Task.xlsx

TMS_LoadTaskTemplate

TMS:LoadTaskTemplate

TMS:TaskTemplate

ProcessSetup-Task.xlsx

TMS_LoadAssociation
Template

TMS:LoadAssociation
Template

TMS:AssociationTemplate

ProcessSetup-Task.xlsx

TMS_LoadFlowTemplate

TMS:LoadFlowTemplate

TMS:FlowTemplate

ProcessSetup-Task.xlsx

TMS_LoadAssignment
Config

TMS:LoadAssignment
Config

TMS:AssignmentConfiguration

ProcessSetup-Task.xlsx

TMS_LoadVariableTemplate

TMS:LoadVariableTemplate

TMS:VariableTemplate

ProcessSetup-Task.xlsx

TMS_LoadVariableMapping

TMS:LoadVariableMapping

TMS:VariableMapping

Release_Process_Setup.xlsm

RMS_LoadMilestoneExitCriteria

RMS:LoadMilestoneExitCriteria

RMS:MilestoneExitCriteria

Release_Process_Setup.xlsm

APR_LoadApproverLookup

APR:LoadApproverLookup

APR:Approver Lookup

Release_Process_Setup.xlsm

RMS_LoadReleaseTemplate

RMS:LoadReleaseTemplate

RMS:ReleaseTemplate

Release_Process_Setup.xlsm

RMS_LoadTemplateAssociations

RMS:LoadTemplateAssociations

RMS:Template Associations

Release_Process_Setup.xlsm

RMS_LoadTemplateSPGAssoc

RMS:LoadTemplateSPGAssoc

RMS:TemplateSPGAssoc

Release_Process_Setup.xlsm

RMS_LoadCFGRules

RMS:LoadCFGRules

RMS:CFG Rules

Release_Process_Setup.xlsm

RMS_LoadCFGPrioritization

RMS:LoadCFGPrioritization

RMS:CFG Prioritization

Release_Process_Setup.xlsm

RMS_LoadCFGNotificationRules

RMS:LoadCFGNotificationRules

RMS:CFG Notification Rules

Release_Process_Setup.xlsm

RMS_LoadMilestonePhases

RMS:LoadMilestonePhases

RMS:Milestone Phases

Activity_Process_Setup.xlsm

AAS_LoadCFGNotificationRules

AAS:LoadCFGNotificationRules

AAS:CFG Notification Rules

Activity_Process_Setup.xlsm

AAS_LoadTemplate

AAS:LoadTemplate

AAS:Template

Activity_Process_Setup.xlsm

AAS_LoadCFGRules

AAS:LoadCFGRules

AAS:CFG Rules

Process setup data mapping for Knowledge Management

Spreadsheet

Tab

Staging form

Target form or forms

ProcessSetup-Knowledge.xlsx

RKM_LoadVisibilityGroup
Mapping

RKM:LoadVisibilityGrp
Mappng

RKM:VisibilityGroupMapping

Transactional data mapping

The following table outlines the mapping of transactional data from spreadsheets to target forms. For more information about the order to load data, see Planning-which-data-to-load-from-spreadsheets.

If you have installed Process designer and there is transactional data in the system, do not upgrade BMC Helix ITSM or Service Request Management.

For more information, contact BMC Support.

Spreadsheet

Tab

Staging form

Target form or forms

Transactional_CI.xlsx

AST_ComputerSystem

Not applicable

BMC.CORE:BMC_Computer System
Important:
The following fields are hidden internal fields used to store reconciliation references:

  • Rel Lead Class Id
  • Rel Lead Instance IdThese fields should be left blank in the spreadsheet.

Transactional_CI.xlsx

AST_ComputerSystem

AST:LoadAttributes

AST:Attributes
Important:
The following fields are hidden internal fields used to store reconciliation references:

  • Rel Lead Class Id
  • Rel Lead Instance Id
    These fields should be left blank in the spreadsheet.

Transactional_CI.xlsx

AST_OperatingSystem

Not applicable

BMC.CORE:BMC_Operating
System

Transactional_CI.xlsx

AST_OperatingSystem

AST:LoadAttributes

AST:Attributes

Transactional_CI.xlsx

AST_Processor

Not applicable

BMC.CORE:BMC_Processor

Transactional_CI.xlsx

AST_Processor

AST:LoadAttributes

AST:Attributes

Transactional_CI.xlsx

AST_Product

Not applicable

BMC.CORE:BMC_Product

Transactional_CI.xlsx

AST_Product

AST:LoadAttributes

AST:Attributes

Transactional_CI.xlsx

AST_BusinessService

ATS:LoadAttributes

BMC.CORE:BMC_BusinessService

Transactional_Asset.xlsx

AST_LoadWorkLog

AST:LoadWorkLog

AST:WorkLog

Transactional_Asset.xlsx

AST_LoadBMC_BaseR
elationship

AST:LoadBMC_BaseRela
tionship

  • BMC.AM:BMC_APPLICATIONSYSTEMSERVICES
  • BMC.AM:BMC_COMPONENT
  • BMC.AM:BMC_DEPENDENCY
  • BMC.AM:BMC_ELEMENTLOCATION
  • BMC.AM:BMC_HOSTEDACCESSPOINT
  • BMC.AM:BMC_HOSTEDSERVICE
  • BMC.AM:BMC_HOSTEDSYSTEMCOMPONENTS
  • BMC.AM:BMC_IMPACT
  • BMC.AM:BMC_INIPSUBNET
  • BMC.AM:BMC_INSEGMENT
  • BMC.AM:BMC_IPSUBNETINCOLLECTION
  • BMC.AM:BMC_INVENTORYBULKITEMS
  • BMC.AM:BMC_INVENTORYCOMPUTERSYSTEMS
  • BMC.AM:BMC_INVENTORYSYSTEMCOMPONENTS
  • BMC.AM:BMC_INVENTORYEQUIPMENT

Transactional_Asset.xlsx

AST_LoadBMC_BaseR
elationship

AST:LoadBMC_BaseRela
tionship

  • BMC.AM:BMC_LNSINCOLLECTION
  • BMC.AM:BMC_MEMBEROFCOLLECTION
  • BMC.AM:BMC_SEGMENTINCOLLECTION
  • BMC.AM:BMC_ACCOUNTONSYSTEM
  • BMC.AM:BMC_BASERELATIONSHIP
  • BMC.AM:BMC_SETTINGSOF

Transactional_Asset.xlsx

AST_LoadAssetPeople

AST:LoadAssetPeople

AST:AssetPeople

Transactional_Change.xlsx

CHG_LoadInfrastruct
ureChange

CHG:LoadInfrastructure
Change

CHG:InfrastructureChange

Transactional_Change.xlsx

CHG_LoadWorkLog

CHG:LoadWorkLog

CHG:WorkLog

Transactional_Change.xlsx

CHG_LoadImpactedA
reas

CHG:LoadImpactedAreas

CHG:Impacted Areas

Transactional_Change.xlsx

APR_LoadSignature

APR:LoadSignature

  • AP:Signature
  • AP:Detail

Transactional_Contract.xlsx

CTR_LoadContractBase

CTR:LoadContractBase

CTR:ContractBase and
AST:AssetLease_

Transactional_Contract.xlsx

CTR_LoadContractBase

CTR:LoadContractBase

CTR:ContractBase and
AST:AssetMaintenance_

Transactional_Contract.xlsx

CTR_LoadContractBase

CTR:LoadContractBase

CTR:ContractBase and
AST:AssetSoftware_

Transactional_Contract.xlsx

CTR_LoadContractBase

CTR:LoadContractBase

CTR:ContractBase and
AST:AssetSupport_

Transactional_Contract.xlsx

CTR_LoadContractBase

CTR:LoadContractBase

CTR:ContractBase and
AST:AssetWarranty_

Transactional_Contract.xlsx

CTR_LoadContractBase

CTR:LoadContractBase

CTR:ContractBase and
CTR:GenericContract_

Transactional_Contract.xlsx

CTR_LoadContractBase

CTR:LoadContractBase

CTR:ContractBase and
CTR:MasterContract_

Transactional_Contract.xlsx

CTR_LoadWorkLog

CTR:LoadWorkLog

CTR:WorkLog

Transactional_Contract.xlsx

AST_LoadLicenseCerti
ficates

AST:LoadLicenseCertific
ates

  • AST:LicenseCertificates
  • AST:Connection_Basic
    Questions
  • AST:Compliance_Basic
    Questions

Transactional_Contract.xlsx

AST_LoadLicenseCerti
ficateProductAssociati
on

AST:LoadLicenseCertific
ateProductAssociation

AST:LoadLicenseCertificate
ProductAssociation

Transactional_Contract.xlsx

CTR_LoadContract_Re
lationship

CTR:LoadContract_Relat
ionship

CTR:Contract_Realtionship

Transactional_Incident.xlsx

HPD_LoadHelpDesk

HPD:LoadHelpDesk

  • HPD:HelpDesk
  • SRM:Request

Transactional_Incident.xlsx

HPD_LoadWorkLog

HPD:LoadWorkLog

  • HPD:WorkLog
  • SRM:WorkInfo

Transactional_Incident.xlsx

HPD_LoadImpactedA
reas

HPD:LoadImpactedAreas

HPD:Impacted Areas

Transactional_Problem.xlsx

PBM_LoadProblemInv
estigation

PBM:LoadProblemInvest
igation

PBM:Problem
Investigation

Transactional_Problem.xlsx

PBM_LoadInvestigatio
nWorkLog

PBM:LoadInvestigation
WorkLog

PBM:Investigation
WorkLog

Transactional_Problem.xlsx

PBM_LoadImpactedAr
eas

PBM:LoadImpactedAreas

PBM:ImpactedAreas

Transactional_Problem.xlsx

PBM_LoadKnownError

PBM:LoadKnownError

PBM:Known Error

Transactional_Problem.xlsx

PBM_LoadKnownErro
rWorkLog

PBM:LoadKnownErrorW
orkLog

PBM:Known Error
WorkLog

Transactional_Problem.xlsx

PBM_LoadSolutionDat
abase

PBM:LoadSolutionDatab
ase

PBM:SolutionDatabase

Transactional_Problem.xlsx

PBM_LoadSolutionDB
Alias

PBM:LoadSolutionDBAli
as

PBM:SolutionDBAlias

Transactional_Problem.xlsx

PBM_LoadSolutionWo
rkLog

PBM:LoadSolutionWork
Log

PBM:SolutionWorkLog

Transactional_Problem.xlsx

PBM_SolutionDBAddi
tionalMappings

PBM:SolutionDBAdditio
nalMappings

  • CFG:Group Event
    Mapping
  • CFG:GroupEventMapK
    DBAssoc

Transactional_Shared 
Components.xlsx

SHR_LoadAssociations

SHR:LoadAssociations

  • HPD:Associations
  • AST:CMDB
    Associations
  • PBM:Investigation
    Associations
  • CHG:Associations

Transactional_Shared 
Components.xlsx

CFG_LoadReminders

CFG:LoadReminders

CFG:Reminders

Transactional_Shared 
Components.xlsx

FIN_LoadCosts

FIN:LoadCosts

FIN:Costs

Transactional_Shared 
Components.xlsx

FIN_LoadPayments

FIN:LoadPayments

FIN:Payments

Transactional_Shared 
Components.xlsx

CFG_LoadBroadcast

CFG:LoadBroadcast

CFG:Broadcast

Transactional_Shared 
Components.xlsx

CFG_LoadBroadcastSP
GAssoc

CFG:LoadBroadcastSPG
Assoc

CFG:BroadcastSPGAssociation

Transactional_Task.xlsx

TMS_LoadTaskGroup

TMS:LoadTaskGroup

TMS:TaskGroup

Transactional_Task.xlsx

TMS_LoadTask

TMS:LoadTask

TMS:Task

Transactional_Task.xlsx

TMS_LoadWorkInfo

TMS:LoadWorkInfo

TMS:WorkInfo

Transactional data mapping for Knowledge Management

Spreadsheet

Tab

Staging form

Target form or forms

Transactional-Additional 
Category.xlsx

RKM_Load
MultipleOper_Cat

RKM:Load
MultipleOper_Cat

RKM:KAMOperationalCat

Transactional-Additional 
Category.xlsx

RKM_Load
MultipleProdCategory

RKM:LoadMultiple
ProdCategory

RKM:KAMProductCat

Transactional-Additional 
Category.xlsx

RKM_LoadMulti
_Reg_SiteGrp_Site

RKM:LoadMulti_
Reg_SiteGrp_Site

RKM:KAMSite

Transactional-Additional 
Category.xlsx

RKM_LoadMultiple
BusinessSrvc

RKM:LoadMultiple
BusinessSrvc

RKM:KAMBusinessService

Transactional-Additional 
Category.xlsx

RKM_LoadMultiple
Org_Dept

RKM:LoadMultiple
Org_Dept

RKM:KAMOrganization

Transactional-Additional 
Category.xlsx

RKM_LoadMultiple
Company

RKM:LoadMultiple
Company

RKM:KAMCompany

Transactional-Knowledge.xlsx

RKM_LoadHowTo
Template_Join

RKM:LoadHowTo
Template_Join

  • RKM:HowToTemplate
  • RKM:KnowleddgeArticle
    Manager

Transactional-Knowledge.xlsx

RKM_LoadReference
Template_Join

RKM:LoadReference
Template_Join

  • RKM:ReferenceTemplate
  • RKM:KnowleddgeArticle
    Manager

Transactional-Knowledge.xlsx

RKM_LoadPrblm
SolnTemplate_Join

RKM:LoadPrblmSoln
Template_Join

  • RKM:ProblemSolution
    Template
  • RKM:KnowleddgeArticle
    Manager

Transactional-Knowledge.xlsx

RKM_LoadKnown
ErrTemplate_Join

RKM:LoadKnown
ErrTemplate_Join

  • RKM:KnownErrorTemplate
  • RKM:KnowleddgeArticle
    Manager

Transactional-Knowledge.xlsx

RKM_LoadKCSTemplate_Join

RKM:LoadKCSTemplate
RKM:LoadKCSTemplate_Join

  • RKM:LoadKCSTemplate 
  • RKM:KnowledgeArticleManagr

Transactional-Knowledge.xlsx

RKM_Load
Associations

RKM:Load
Associations

RKM:Association

Transactional-Knowledge.xlsx

RKM_LoadFeedback

For BMC Remedy IT Service Management 9.1.03, if the Backward Compatibility mode for Pentaho version 6 is set to Off, you must provide an integer value between 1-5 for the Rating column on the RKM_LoadFeedback tab instead of a string value.

RKM:LoadFeedback

RKM:Feedback

Transactional-Knowledge.xlsx

RKM_Load
UpdateRequests

RKM:LoadUpdate
Requests

RKM:UpdateRequests

Transactional-Knowledge.xlsx

RKM_LoadWatchList

RKM:LoadWatchList

RKM:WatchList

Transactional-Knowledge.xlsx

RKM_LoadArticle
History

RKM:LoadArticle
History

RKM:ArticleHistory

Transactional-Knowledge.xlsx

RKM_LoadVisibility
GrpNCmpArt

RKM:LoadVisibility
GrpNCmpArt

RKM:VisibilityGroup
AndCompany_Article

The data you load via Transactional_Asset.xlsm for AST_LoadBMC_BaseRelationship data and AST_LoadAssetPeople should be for CIs that are already in Production dataset. Loading the Asset data through the Transactional_Asset.xlsm is possible only after reconciliation. For details, see Best-practice-for-normalizing-and-reconciling-ITSM-data-loaded-through-Data-Management.

 

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