Adding a form or table to the migration tree

BMC Helix Data Manager provides a wizard to guide you through the process of adding a new form to the scope of a migration by adding it to a migration pack. You can also copy and paste forms in a migration tree.

To add a new form to the migration tree

From the navigation bar, select Data Migration > Migration Packs.
Select a migration pack.
Click the Included Forms or Included Tables tab.
Click the plus button (), or select Add Form or Add Table from the tree menu.
If you want to add a form as a child of specific form, select the parent form first.
In the wizard, select the following data:
- Source Form or Source Table—The form to export data from. The list shows all forms for the source data dictionary of the migration pack.
- Target Form or Target Table—The form to export data from. The list shows all forms for the target data dictionary of the migration pack.
The New Source Forms button is displayed when the migration pack has been copied from a template. This button will show a list of all source forms that were not in the original source system. This allows you to easily add your custom forms to a standard migration pack.
BMC Helix Data Manager checks for form mappings that have been created for these forms.
If there are no available form mappings, click Create Default Mapping to create a default form mapping.
A simple mapping is generated between the two selected forms based on field ID and data types of the fields. Available form mappings are displayed in a list.
Select the form mapping you want to use, and click Next.
Select the position in the tree where the form will be added:
1. Add as Root Node—Add the form or table as a root node without a parent. BMC Helix Data Manager will migrate all data between the selected forms or tables unless a migration parameter or mapping filter is used.
2. Add as Child of name—Add the form or table as a child of the form or table you selected before clicking Add Node. Records in the child are automatically filtered to use the qualification defined in the next step to ensure that only records owned by the parent node are included in the migration. For example, HPD:Worklog is defined as a child of HPD:Help Desk, so only the worklogs belonging to the migrated incidents are included.
3. Use Relationship Expert—Use the relationship expert to analyze the relationships in the application and identify where the form could be added.
If you selected Root Node, click Add Form Mapping or Add Table Mapping to add the new mapping to the tree.
If you selected As Child Of, complete the following steps:
1. Define the qualification between the parent and child form or table.
  
  From Form (or From Table) field shows the parent name and To Form (or To Table) shows the name of the new child form.
  If you have used the Relationship Expert, then a qualification will be defined, which you may override.
2. To add a field to the qualification, select the field name from the list under the From and To names.
  You can use the Field Name, Field ID, or Type columns to filter the list of fields.
  To validate the qualification, click Validate at any time.
If you selected Use Relationship Expert, complete the following steps:
1. Select the Relationship Rules that will be used to analyze the relationships for the form or table you want to add, and click Next.
  Not all of the candidate parent forms or tables will be in the migration pack.
2. Click Use Selected Qualification to use the default qualification provided by the Relationship Expert.
  The Relationship Expert analyzes all discovered relationships to identify the forms or tables that are candidates to be the parent you want to add. The list of Candidate Parent Forms (or Tables) is shown with the weight as assessed by the BMC Helix Data Manager Relationship Expert based on the number and type of workflow objects relating the Form and Candidate Form (or Table and Candidate Table). A higher number indicates a higher degree of confidence in the relationship.
3. Click Next to review, and optionally override, the parent-child qualification.
To confirm the addition of the form to the migration pack, click Add Form Mapping or Add Table Mapping.

To add a bulk list of forms or tables

From the navigation bar, select Data Migration > Migration Packs.
Select a migration pack.
Click the Add Forms or Add Tables tab.
Select the forms or tables from the list.
Use the Ctrl and Shift keys as you select to select multiple forms.
Click Auto Add Form As Root Node or Auto Add Table As Root Node.

To view a list of included and excluded forms or tables

Click the Form Summary or Table Summary tab for the list of forms that are included or excluded from the migration pack. To filter the list, use the column headings.

To remove a form or table from the migration tree

From the navigation bar, select Data Migration > Migration Packs.
Select a migration pack.
Click the Included Forms or Included Tables tab.
Select the form or table.
Click Remove Form or Remove Table from the tree menu (at the top left of the tree).

To copy and paste a form or table

You can copy and paste forms or tables and their children in the migration pack tree. This gives flexibility in restructuring a tree to meet your specific migration scenarios. You can paste a form or table and its children as a root node, as a root node with a data filter, or as a child of any form or table in the tree with a specified relationship. You can copy and paste only within the same migration pack.

From the navigation bar, select Data Migration > Migration Packs.
Select a migration pack.
Click the Included Forms or Included Tables tab.
Select the form or table, and select Copy from the tree menu.
To paste the copied form or table, select Paste from the tree menu.
A dialog box with the list of previously copied forms appears.
Select a form or table, and click Next.
Select one of the following methods for pasting the form or table and its children into the tree:
- Root Node—You can add runtime parameters to filter the data; otherwise, all data for the form or table will be migrated.
- Root Node with Data Filter—You must specify a data filter to add to the form or table when it is copied into the tree as a new root node.
- As Child Of name—You can copy the form or table as a child of the form you selected before selecting Paste. You must specify the relationship between the copied form or table and its parent.
Click Paste.