Preparing the system before migration

Assuming you are using the Staged Upgrade methodology, your target system will be created in an empty database with an installation of BMC Helix ITSM. This installation creates sample data, which you should remove prior to migrating all data from your source system. You must also disable the Operating-Mode parameter on the target system before you start the migration.

To clear all data from your target system:

1. Create at least one database backup of the target system.
2. Delete sample SLM data.
3. Run BMC Helix Data Manager to delete the following data, which could clash with the imported data. You can use the appropriate Clear Down Template migration pack for this step.
   • Operational and Product Categories
   • Sample, Test, and Global data
4. Run a deletion job.
5. Back up your target system database again.
6. Make sure that the target system has sufficient AR System licenses.
   The migration packs are not configured to copy your AR System licenses between systems.
7. Migrate any customizations and baseline configuration, including CMDB extensions.

To disable the Operating-Mode

You must disable the Operating-Mode parameter on the target system before you start the migration. By default, the Operating-Mode is enabled in the system.

1. Log in to the AR System Mid Tier for your target BMC Helix ITSM system.
2. Navigate to AR System Administration > AR System Administration Console > General > Centralized Configuration.
3. In the Component Name field, select com.bmc.arsys.server > platform-fts-0.platform-fts.
4. In the list of settings, set the value of Operating-Mode to 1.
   The Operating-Mode is now disabled.

You must enable the Operating-Mode after you complete the migration. To enable the Operating-Mode, set the value to 0.

To delete sample SLM data

You must manually remove existing SLM agreements and SLM targets before an environment upgrade migration because they will have AR System workflow associated that will not be automatically removed if BMC Helix Data Manager overwrites the data.

1. Log in to the AR System Mid Tier for your target BMC Helix ITSM system.
2. Open the Application Navigation > Service Level Management > Service Level Management Console.
3. Select each SLA Agreements, and click Delete.
4. Confirm the delete operation in the dialog box.
5. Select each SLA Target, and click Delete.
6. Confirm the delete operation in the dialog box.

To clear down target system data

Prior to the import of data from the source system, sample data such as the Calbro data (which is often created by the BMC Remedy ITSM installers) must be removed. In addition, for an environment upgrade, the Product and Operational categories and Global data should be cleared down so that they will not clash with data migrated from the source.

1. Copy the Clear Down ITSM 20.0x migration pack for your target system.
2. Create and execute a deletion job on the target system.
   This automatically backs up any data prior to deletion so that it can be restored if needed.