Modifying Foundation data in related applications after an update

The data wizard modifies Foundation data in BMC Helix ITSM forms and in configuration items (CIs). If you use the data wizard to modify this data, you must change the same data on applicable applications such as Service Level Management, BMC Helix ITSM: Knowledge Management, and BMC Service Request Management.

Related topics

Using-the-data-wizard-to-modify-data


The following table displays the data that is modified by Data Wizard:

Data administration type

Fields containing the value

Required filters to find the correct value

Company

Company

None

Person name

  • First Name 
  • Middle Name 
  • Last Name 
  • Full Name
  • Company 
  • Person ID 
  • Login ID (A required filter only if the person has a Login ID)

Login ID

  • Login ID 
  • Submitter 
  • Last Modified By 
  • Any field that holds a login ID value

None

Generic categorization

  • Generic Categorization Tier 1 
  • Generic Categorization Tier 2 
  • Generic Categorization Tier 3

Category Type (required information)

Operational categorization

  • Operational Categorization Tier 1 
  • Operational Categorization Tier 2 
  • Operational Categorization Tier 3

None

Product categorization

  • Product Categorization Tier 1 
  • Product Categorization Tier 2 
  • Product Categorization Tier 3 
  • Product Name 
  • Manufacturer

None

Product model and version

Product Model/Version

  • Product Categorization Tier 1 
  • Product Categorization Tier 2 
  • Product Categorization Tier 3 
  • Product Name 
  • Manufacturer

Site

Site

None

Site information

  • Street 
  • Country 
  • State/Province 
  • City 
  • Zip/Postal Code 
  • Time Zone

Site

Support group

  • Support Organization 
  • Support Group Name

Support Company

Data wizard does not update the BMC Service Request Management terms and conditions qualification. You must access the following forms by using the Mid Tierto manually update the fields.

BMC Service Level Management conditions and qualification forms

Form name

Form alias

Field name

Field ID

SLM:RuleCondition

SLM Condition Template

Condition

500068600

SLM:ServiceTarget

Service Target

TermsandConditions

300271400

HPD:HPDSLM:Qualbuilder

Qualification Builder

Qualification

300271400

CHG:CHGSLM:Qualbuilder

Qualification Builder

Qualification

300271400

AST:ASTSLM:Qualbuilder

Qualification Builder

Qualification

300271400

To update the conditions and qualification forms by using Mid Tier

  1. Open one of the forms by changing the URL path in your browser and replacing everything after your server name in the URL with the form name.
  2. Search for the records to modify. 
    Use the Advanced Search Bar to find records that meet the following criteria: 
    'Name*' LIKE "SLM00101_TC%"
  3. Change the appropriate Terms and Conditions fields. 
    For the HPD:HPDSLM:Qualbuilder, CHG:CHGSLM:Qualbuilder, and AST:ASTSLM:Qualbuilder forms, modify the Qualification (3002714000) field by changing the values of individual fields, and then click Save. 
    For example, open a record in the HPD:HPDSLM:Qualbuilder form in modify mode and change the value of the Product Categorization Tier 1 field by selecting a value from the field list or by typing in the field. When you click Save, the Qualification (3002714000) field is updated.
  4. Click Save.
  5. Repeat steps 1 through 4 for each of the five forms listed in the Service Level Management conditions and qualifications forms table.

 

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