Loading and verifying custom Remedy ITSM Foundation data

After you load and verify the Foundation associations, you can load the custom Foundation data from Remedy ITSM for the first time.

Before you begin

Before you start loading custom Remedy ITSM Foundation data to BMC Helix Platform, ensure you have completed the following tasks:

• Extended the existing Remedy ITSM Foundation definitions to include the custom Foundation data fields.
• Created a Pentaho job and transformations in Remedy ITSM, so that the custom Foundation data is identified, read, and loaded to BMC Helix Platform for processing.
• Configured the synchronization of custom Foundation data changes, so that these changes are automatically synchronized with BMC Helix Platform.

 Task 1: To start the initial data load from Remedy ITSM

1. Log in to BMC Remedy IT Service Management console as an ITSM administrator.
2. From Applications menu on the IT Home Page, select Administrator Console > Application Administration Console.
3. From the Application Administration Console, select Custom Configuration > Foundation > Innovation Suite > Configure Foundation SYNC.

4. From STEP 4 (Optional) - Load Custom Data area, select the newly-created Pentaho job and click Start Initial Data Sync.

   The ITSM Foundation data is transferred to Microsoft Excel spreadsheets, and these spreadsheets are uploaded to BMC Helix Platform. The time taken to generate the Excel spreadsheets depends on the volume of Remedy ITSM Foundation data. 

   Note

   Each Excel spreadsheet can contain 50,000 Foundation data records only. If a spreadsheet contains more than 50,000 Foundation records, a new Excel spreadsheet is automatically created with the remaining Foundation data. 

   The following image shows an example of starting the initial load of custom Foundation data from Remedy ITSM:

   

Task 2: To verify that Excel spreadsheets are uploaded to BMC Helix Innovation Studio

1. Log in to BMC Helix Innovation Studio.
2. On the Workspace tab, click the Data Management Console application. 
3. Click Visit Deployed Application > Data Load. 

The Excel spreadsheets are displayed in the Data Load Input column. Click Refresh to view the latest Excel spreadsheets.

Task 3: To start the initial data load from BMC Helix Innovation Studio

1. Log in to BMC Helix Innovation Studio.
2. On the Workspace tab, click the Data Management Console application. 
3. Click Visit Deployed Application > Data Load.
4. Select an Excel spreadsheet that you want to process and click Run Data Load to trigger the data load process. 

After the data load is completed, the processed spreadsheets are displayed in the Data Load Result column of Data Management Console. 

Task 4: To confirm that Foundation data is loaded successfully to BMC Helix Innovation Studio

1. In BMC Helix Innovation Studio, click Workspace > Data Management Console > Visit Deployed Application.  

2. From the Data Load Result column, click the Download icon  beside the spreadsheet that displays Processed with Errors status.
   In the spreadsheet, the Data Load Result column contains the status spreadsheet that is automatically created for every load process. All the Foundation data is processed from Excel spreadsheets in chunks of 100 rows. If there is any error in any one of the 100 rows, each remaining row from the chunk is processed individually.

   If the Foundation data is not processed and displays an Errored status, resolve the issue by performing workaround steps specified in Troubleshooting-Foundation-data-issues.

3. In IT Service Management Console, click Confirm Load OK as shown in the following image:

   

Where to go from here

Viewing-the-synchronized-Foundation-data