Using Data Management tools for custom Foundation data

The Data Management tool is designed to load and modify data in an out-of-the-box implementation of BMC Helix ITSM.

If various business drivers require you to customize your BMC Helix ITSM environment, make sure that the Data Management tool functions correctly in your customized environment by verifying the following points:

Related topics

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

  • Identify the customizations.
  • Analyze the impact of the customizations.
  • Make sure the customizations work with the Data Management tool.

To make the Data Management tool work with your customizations, make sure that you read and understand the following topics: 

Task

Reference

Learn about different methods to easily identify the customizations that you make to the foundation data, and understand their impact on the data load functionality.

Understand the Data Wizard architecture and how you can modify the BMC Helix ITSM forms and other new forms.

Understand how the workflow in the data load staging forms is structured.

Learn how to work with Data Management jobs, templates, and steps to transform the data from customized forms to target forms.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*