Migrating Smart Reporting data

After you perform the data migration for BMC Helix ITSM, perform the Smart Reporting version 21.05 data migration.

Supported migration paths

The following table lists the supported migration paths from which you can migrate Smart Reporting data to version 21.05:

Before you begin

• Make sure that you have downloaded the migration packs as per your target Smart Reporting version. For example, if you are migrating to Smart Reporting version 21.05, download the 21.05 migration packs.
  To download the migration packs, see Downloading-the-installation-files.
  For information about the available Smart Reporting migration packs, see Available-migration-packs.
• Make sure that you have migrated your BMC Helix ITSM data.

• Run the following query:

  select * from reportviewsource where accesscode='DELETED' or connectionmethodcode='JDBC-LOAD';

  After running the query, if we get any records in the result, do not add the source IDs for these records in step 3c. 

• In Smart Reporting source database, run the following query:

  select sourceName, count(1) from reportviewsource where
  iporg in (select iporg from Organisation) and accesscode='UNSECURE' group by sourceName having count(1)>1;

  If the result set is greater than 1, find the active AR System data source ID and apply data filter by using the following steps.

  The active AR System data source ID is the valid data source connection from the number of source connections created during AR System onboarding.

  1. Log in the BMC Helix Data Manager.
  2. Select Data Migration > Migration Packs > Select right Migration Pack > Export table.

  3. Check for Reportviewsource and apply a data filter by using the following qualification:

     sourceid = <AR System data source> or sourceid = <Smart Reporting Repository database source>

     For example, sourceid = 60541 or sourceid = 2536767

     Important

     Do not add the source IDs for the records obtained in step 2.

     The following image shows an example:
     
     
     

• Check your organisation table for any duplicate organisations.
  If you have any duplicate organisations, perform the following steps:
  1. Identify the correct iporg value by comparing the iporg value in reportviewsource table.
     Reportviewsource table has iporg and sourceid columns.
  2. Identify the correct iporg value corresponding to the correct sourceid value in the table.
  3. Apply the following qualification in BMC Helix Data Manager tool for Organisation table:
     1. Log in to BMC Helix Data Manager.
     2. Navigate to Data Migration > Migration Packs > Select right Migration Pack > Export table > Check for Organisation > Apply Data filter.
     3. Enter the qualification.
        For example, iporg = 1 or iporg = 13001 (In this example, 1 is 'default' organisation and 13001 is right organisation).

To migrate data

Perform the following steps to migrate Smart Reporting data:

1. In the target system, perform onboarding and content import.
   
2. If your source Smart Reporting database has an active Smart Reporting Repository Database as Datasource, perform the following steps:
   1. In the target system, log in to Smart Reporting.
   2. Click Administration > AdminConsole > Data Sources > Add.
   3. Select Database and enter the name as Smart Reporting Repository DB.

   4. Select Database Type as Yellowfin Repository Database.

      Important

      If you do not see Yellowfin Repository Database in the Database Type, run the following query to add Yellowfin Repository Database:

      update Configuration set ConfigData = 'BMCACTIONREQUEST,METADATADB'
      where IpOrg='1' and ConfigTypeCode = 'SYSTEM' and ConfigCode = 'AVAILABLESOURCES'
   5. Enter the Smart Reporting target system username and password.
      The following image shows an example connection:
      
   6. To test the connection, click Test Connection.
   7. Click SAVE AND CLOSE.

3. Stop the Smart Reporting instances on the target system to start the migration activities.

   Important

   If you encounter errors due to maximum data present in some columns in source tables, such as the following:

   Table: ReportFilter' Field: ValueDataone ; Table : 'reportfieldtemplate' Field: ValidationFunctionName;

   Perform the following steps:

   In the source system, find the maximum length of the field.
   Example query to find the field length:

   select max(len(ValueDataone)) from ReportFilter; 

   In the target system, update the field size.
   Example query to update the field size:

   ALTER TABLE reportfilter alter valuedataone type character varying (9856);

4. Register the source and target systems.

   System	Steps to register the system
   Smart Reporting source system	Register a source system. Important: For Microsoft SQL Server database, make sure that you specify the migration mode as JDBC while registering the source system. For Oracle database, the migration mode is set to JDBC by default. Create a BMC Helix Data Manager user. Test system connectivity and get database character set details. Discover the source system.
   Smart Reporting target system	Register a target system. Important: For Microsoft SQL Server database, make sure that you specify the migration mode as JDBC while registering the source system. For Oracle database, the migration mode is set to JDBC by default. Create a BMC Helix Data Manager user. Test system connectivity and get database character set details. Discover the target system.

5. Migrate data from the source system to the target system by performing the following steps:
   1. Import the Template Smart Reporting Migration migration pack.
   2. Copy the Template Smart Reporting Migration pack to the source and target data dictionaries.
   3. Export the Smart Reporting data.
   4. Import the Smart Reporting data.
   5. Run the data update job.
6. Start the Smart Reporting instances.
7. In the AR System Configuration Generic UI form, update the following parameter values:
   1. Open the Remedy AR System Administration Console, and click System > General > Centralized Configuration.
   2. In the AR System Configuration Generic UI form, from the Component Name list, select the Mid Tier component.
   3. Click Add.
   4. Enter the values for the following parameters:
      • arsystem.radminpass—Specify the user password.
      • arsystem.radminuser—Specify user as siadmin.
      • arsystem.reportingURL—Specify the URL to access Smart Reporting.
      • arsystem.rtenantid—Specify the customer name.
   5. Click Apply
   6. Click Close.

8. In Mid Tier Configuration Tool, in the Report settings, update the reporting customer name and siadmin password details.

   For more information see Configuring report setting for mid tier.

9. In the SmartReportingServer_Info form, update the reporting customer name and siadmin password details.
   
   

To copy the Template Smart Reporting Migration pack

1. In BMC Helix Data Manager, select Data Migration > Migration Packs.
2. Select the Template Smart Reporting Migration pack.
3. Select Action > Copy.
4. In the Source Data Dictionary field, select the data dictionary for the source system.
5. In the Target Data Dictionary field, select the data dictionary for the target system.
6. Click Copy Migration Pack.

To export data

1. In BMC Helix Data Manager, select Data Migration > Migrate Data.
2. On the Migrate Data page, in the Migration Pack field, select the Template Smart Reporting Migration pack.
3. Complete the fields and click Next.
4. On the Migrate Data - Confirm page, in the Migration Job Name field, specify the migration job, and click Confirm Migration.
5. On the Migration View Job page, click Start Export.

To import data

1. After the data export is complete, on the Migration View Job page, navigate to the Import tab.
2. On the import tab, click Create import Job.
3. Complete the fields and click Confirm Data Import.
4. On the Migration View Job page, to start the import job, click Start.

To run data update job

1. In BMC Helix Data Manager, select Discovery & Analysis > System Analysis & Administration, and select the target system.
2. Navigate to the Data Updates tab and select Create Data Update Job.
3. In the Create Data Update Job pane, specify the job details and click Create New Data Update Job.
4. In the data update job, select the Smart Reporting <source version> to <target version> script, and click Run Selected Script.

Related topic

• Running-your-migration-project