If you have customized CI forms, this section describes how you can add a data stream to the CI transformation that lets you push data from the customized form to the target forms.

This information is for BMC partners, implementers, and developers who work with Data Management jobs, templates, and steps. You must be familiar with the following parts of the end-to-end Data Management infrastructure:

• Carte server
• BMC Atrium Integrator
• Atrium Integrator spoon client (also known as the Pentaho Spoon client) for transformations.

To add a data stream to the CI transformation, perform the following procedures.

To copy of an existing spreadsheet

1. Open the Microsoft Excel workbook from which you want to copy the spreadsheet.
2. Locate, then right-click the tab of the spreadsheet that you want to copy.
3. Select Move or Copy.
4. In the Move or Copy dialog box, select Create a copy.
5. Move the spreadsheet to the required position in the same workbook.
6. Rename the spreadsheet.

To backup the existing CI-CMDB transformation and create a copy

1. In the BMC Atrium Integrator console, click the Launch Spoon icon, as shown in the following figure.
   
   
2. From the Atrium Integrator spoon Client UI, click File > Open.
3. To open the transformation diagram, double-click CI-CMDB transformation in the repository as shown in the following figure.
   Figure2: Opening the CI-CMDB transformation
    
4. With the CI-CMDB transformation open, from the Atrium Integrator spoon client console, select File > Save as to make a  backup of the CI-CMDB transformation. 
5. Follow the instructions to name and save the backup.
6. In the Atrium Integrator spoon client Repository, highlight the transformation diagram by clicking it at the top left and dragging the mouse pointer to the bottom right.
7. From the menu bar, select Edit > Copy, to copy.
8. At the bottom of the transformation diagram, right-click the vacant area and select Paste from Clipboard.
   
   

To rename the step with the new CI type

1. In the Atrium Integrator spoon client console, open the first icon--or--input step in the transformation diagram by double-clicking it.
2. Enter a new step name.
3. Click the Sheets tab and change the sheet name to the same name that you used for the copied spreadsheet.
4. Click OK.
5. Open the Fields tab and provide the values from the columns in the worksheet, as illustrated in the following figure.
   If you added columns, or removed columns, or made changes to their position, ensure that you make the same changes here.
   Leave the transformation open. You need it for the next procedure.

To modify the CMDB output step

1. In the Atrium Integrator spoon client console, select Edit > Set Environment Variables. 
2. In the Set Environment Variables window, set the required variables.
   
   
3. Click Ok.
4. In the transformation diagram, double-click the CI CMDB Output step.
5. Change the step name to something meaningful, for example, CI-Equipment-CMDBOutput.
   
6. Click Browse and select the required class name from the CMDB database.
7. Click Edit Mapping and check that the field mapping is correct.
8. Add or remove fields from the Edit Mapping list, depending on the attributes in the class and the columns available in the spreadsheet.
9. Click OK.
10. Provide the following information, as shown in Figure 2, to fetch the Class names from the AR System database:
    • AR_PASS password
    • AR_SERVER name
    • AR_TCP_PORT number
    • AR_USER user name

To define error handling for the CMDB output step

You can use the Define Error Handling option for a transformation diagram in the Atrium Integrator spoon client console.

1. Right-click the output step that you renamed in Modifying the CMDB output step and select Define Error Handling.
2. From the Step error handling settings dialog box, set the values in the following fields:
   • Select Target step
   • Check the Enable the error handling check box
   • Enter a value in Error description fieldname 
   • Enter a value in Error codes fieldname
      
3. Click OK.

To normalize data with value-mapper steps

Depending on the data needs data for a given class, you might need to either add value mapper steps or remove them. To do this, you edit the AR Output step, as described in the following procedure.

1. From the transformation diagram in the Atrium Integrator spoon client console, double-click the AR Output step.
2. Click the Field Mapping tab.
3. Verify that the mapping is correct.
4. If necessary, delete fields that are not present in the class.
5. Click OK.

The changes you make in this procedure must match the requirements for the class and the changes that you made to the columns on the worksheet. You must rename the error steps, but it is not necessary to change them, because error-reporting data is not class specific.

To define error handling for the AR output step

You can use the Define Error Handling option for a transformation diagram in the Atrium Integrator spoon client console.

1. Right-click the AR Output step.
2. Select Define Error Handling.
3. Set the values in the following fields:
   • Target Step
   • Error Handling
   • Error Description
   • Error Codes
4. Click OK.
   
5. Save the transformation.

You now have a new transformation that will pick up information in the added worksheets.

You can now create and run the jobs from the Data Management Job console.