How foundation data is validated
When you migrate service request definitions (SRDs), process definition templates (PDTs), and supporting data one server to another, the foundation data IDs in the exported data must match the corresponding IDs on the import server. During the import process, the Import Export console automatically checks foundation data IDs in Service Request Management objects and data that you import.
Validation process
The system validates several types of foundation data IDs that Service Request Management requires. The validated foundation data IDs include Company Instance IDs (Group IDs), Person IDs, Support Group IDs, Login IDs, and Region Instance IDs. When data is copied to the staging forms during the validation or promotion phases of the import process, the system compares foundation data in the staging forms with corresponding BMC Helix ITSM Foundation data on the import server. When data matches, but foundation data IDs do not, the foundation data IDs are copied from the foundation data forms to the staging forms.
Validation examples
Type of foundation data ID | Staging forms (validated fields) | Foundation data form |
|---|---|---|
Company Instance ID | SRD:STAGE:Categories_Base (Company Instance ID) SRD:STAGE:Categories_DispProp (Company Instance ID) | COM:Company |
Person ID | SRD:STAGE:ENT_PeopleEntitlementDefinition (Person ID) SRD:STAGE:ENT_SYS_PeopleEntitlementGroups (Person ID) SRD:STAGE:ServiceRequestDefinition_Base (Requested By Person ID) SRD:STAGE:ServiceRequestDefinition_Base (Service Owner ID) | CTM:People |
Support Group ID | SRD:STAGE:CHG_Template (Assignee Group ID, Support Group ID, Change Implementer Group ID, Author Group ID) SRD:STAGE:HPD_Template (Assigned Group ID, Author Group ID, Vendor Group ID) SRD:STAGE:ServiceRequestDefinition_Base (Assignee Group ID, Coordinator Group ID) | CTM:Support Group |
For example, for Company Instance IDs, the system compares company names in the SRD:STAGE:Categories_Base staging form with company names in the COM:Company form. For every matching company name, if the Company Instance ID is different, the Company Instance ID is copied from the COM:Company form to the SRD:STAGE:Categories_Base form. When the staged data is promoted to the server, the Company Instance IDs match.
Assignee Group IDs and Login IDs are handled differently than the other foundation data ID types:
- Assignee Group IDs — Only checked and updated during the promotion phase of the import process, not during the validation phase
- Login IDs — Only checked to make sure that the login ID is valid, but these IDs are not updated because multiple people can have the same full name
The Import Export Console displays errors and notes related to foundation data validation. For example, errors are displayed in case of invalid IDs or inconclusive data comparisons.