Registering a system for a relational database

 BMC Helix Data Manager connects directly to your underlying database to perform migration activities. You can register a system for a relational database.

To register a system

1. Open the System page by completing one of the following steps:
   • If you are on the Help tab and registering your initial system, select Migrate Data from the drop-down list, and then click Register Systems.
   • If you are registering an additional system, select Configuration > Register & Configure Systems.
2. Click the Create icon.
   The Create, Modify, and Delete buttons appear on the left side of the system details. After clicking Create or Modify, the fields are enabled for input.
   
3. From the Type list, select Relational Database.
   

4. Complete the following fields:

   Field	Description
   Display Name	The name of the system as it will be displayed in BMC Helix Data Manager. This is a descriptive name and does not need to match the network address.
   Environment	The name of the environment that this relational database is part of.
   Location	The location of the database. Options are: Local Remote
   System Type	The type of system. This is for display purposes only and does not affect the behavior of BMC Helix Data Manager when interacting with this system. Options are: Development Production QA UAT (user acceptance testing)

5. If you selected Local for the Location field, complete the following fields on the Database tab.

   Field		Description
   Database Type		The type of database that is hosting the system. The options are: MS SQL Oracle PostgresSQL Sybase Depending on the option you select, the fields will change on the tab.
   Network Address		The network address for the database server hosting Remedy. BMC Helix Data Manager Engine must be able to resolve this address. The BMC Helix Data Manager Workbench never directly accesses the Remedy server.
   Port		The port on which the database server is listening for incoming SQL connections.
   Use Windows Authentication		If selected, BMC Helix Data Manager uses Window Authentication.
   Enabled for Data Migration		If selected, the system is enabled for migrating data, and one of the following fields appears (depending on the database type you selected): DB Collation—Manually add the database collation value (for example, SQL_Latin1_General_CP1_CI_AS). Or allow the field to be automatically completed by selecting Action > Get Character Database Set after you register the system. DB Character Set—Enter the respective database character set value.
   MS SQL	Database Name	The MS SQL database name, typically ARSystem.
   	Migration Mode	The migration mode that will be used. Options are: Bcp JDBC Best Practice: We recommend you to use the JDBC migration mode.
   Oracle	Service Name/SID	Select Service Name or SID, and enter the corresponding value in the field below.
   	Schema Name	The Oracle schema name, typically ARADMIN.
   PostgresSQL	Database Name	The PostgresSQL database name, typically ARSystem.
   Sybase	Service Name/SID	Select Service Name or SID, and enter the corresponding value in the field below.
   HDM User		The name of the database user that BMC Helix Data Manager will use to access the the underlying database. The manual database configuration scripts typically use “hdm” as the database user name.
   HDM Password		The password for the database user that BMC Helix Data Manager uses to access the underlying database. Use one that meets your local security policy.

6. (Optional) If you selected Remote for the Location field:
   1. Select Enabled for Data Migration.
   2. Complete one of the following fields, which appears based on the type of database you selected:
      • DB Collation—Manually add the database collation value (for example, SQL_Latin1_General_CP1_CI_AS). Or allow the field to be automatically completed by selecting Action > Get Character Database Set after you register the system.
      • DB Character Set—Enter the respective database character set value.
7. To add schemas from the database:
   1. Select the Schemas tab.
      
   2. Click the Create (+) button.
   3. Enter a schema name and a logical name in the fields.
   4. As needed, repeat steps b and c.
   5. Click the Save () button.
8. Click the Save () button on the System Info tab.

To modify the migration mode to JDBC

1. Open the System page by completing one of the following steps:
   • If you are on the Help tab and registering your initial system, select Migrate Data from the drop-down list, and then click Register Systems.
   • If you are registering an additional system, select Configuration > Register & Configure Systems.
2. Select the system for which you want to modify the migration mode.
3. Click the Modify icon.
   The Create, Modify, and Delete buttons appear on the left side of the system details. After clicking Create or Modify, the fields are enabled for input.
   
4. On the Database tab, in the Migration Mode field, select the JDBC option.
5. Click the Save () button.

Where to go from here

Actions-you-can-perform-on-a-system-you-have-registered (to test connectivity)

Discovering-data-dictionaries