Available migration packs

BMC Helix ITSM

19.08, 20.02, 20.08

BMC Helix Digital Workplace Catalog

20.02, 20.08

BMC Helix ITSM: Smart IT

19.08  and later

BMC Helix ITSM: Smart Reporting

20.02, 20.08

BMC Helix ITSM

7.6.04

BMC Helix Digital Workplace Catalog

Clear Down DWPC-ITSM 21.05

/DWPC/20.02 to 21.05

/DWPC/20.08 to 21.05

Creates a backup of data in the forms on the target system, and then clears down (deletes) that data on the target.

Data Update Template - DWPC 20.02 to 21.05

/DWPC/20.02 to 21.05

/DWPC/20.08 to 21.05

Post-migration scripts that are executed on the target system to update data and perform other activities (such as resetting Next ID values).

Data Update Template - DWPC 20.02.01 to 21.05

/DWPC/20.02 to 21.05 and /DWPC/20.08 to 21.05

Post-migration scripts that are executed on the target system to update data and perform other activities (such as resetting Next ID values).

Template DWPC Migration 20.02 to 21.05

/DWPC/20.02 to 21.05

Migration pack that migrates catalog and tenant forms data from the source system to the target system.

Template DWPC Migration 20.08 to 21.05

/DWPC/20.08 to 21.05

Migration pack that migrates catalog and tenant forms data from the source system to the target system.

Template DWPC Process Migration 20.02 to 21.05

/DWPC/20.02 to 21.05

Migrates tables in the tenant database (which contain process and related data) from the source system to the target system.

Template DWPC Process Migration 20.08 to 21.05

/DWPC/20.08 to 21.05

Migrates tables in the tenant database (which contain process and related data) from the source system to the target system.

Remedy IT Service Management

Template Clear Down ITSM 21.05

/ITSM/19.08 to 21.05

/ITSM/20.02 to 21.05

/ITSM/20.08 to 21.05

Exports all data in scope of the migration pack as part of the clear down of AR System as the first step of the Staged Upgrade methodology.

By default, the All Companies parameter is configured with the following qualification:

($Company$ != "- Global -")

This removes all companies, excluding Global (that is, all customers, manufacturers, suppliers, and operating companies). Reconfigure the parameter if you want to retain any of the data in the target system. You can use the following parameter:

Clear Companies [static qualification]

Template Global ITSM 19.08 to 21.05

/ITSM/19.08 to 21.05

See Remedy IT Service Management Migration Packs below for details.

Template Global ITSM 20.02 to 21.05

/ITSM/20.02 to 21.05

See Remedy IT Service Management Migration Packs below for details.

Template Global ITSM 20.08 to 21.05

/ITSM/20.08 to 21.05

See Remedy IT Service Management Migration Packs below for details.

Template Environment Upgrade ITSM 19.08 to 21.05

/ITSM/19.08 to 21.05

See Remedy IT Service Management Migration Packs below for details.

Template Environment Upgrade ITSM 20.02 to 21.05

/ITSM/20.02 to 21.05

See Remedy IT Service Management Migration Packs below for details.

Template Environment Upgrade ITSM 20.08 to 21.05

/ITSM/20.08 to 21.05

See Remedy IT Service Management Migration Packs below for details.

Data Analysis - Approval Data Enrichment

/ITSM

Data Analysis - Comprehensive

/ITSM

Server References - Default Set

/ITSM

Updates server references in the target system after migration, helping to transform the source system to the target system.

Data Update Template -ITSM 9.1 or above to 19.08 or above

/ITSM

Post-migration scripts that are executed on the target system to update data and perform other activities (such as resetting Next ID values).

Remedy with Smart IT

Template SmartIT 18.05 or Above to 21.05

/SmartIT

Migrates data from Smart IT business and system schema tables from the source system to the target system.

Template Openfire to 21.05

/SmartIT

Migrates data from Openfire schema tables from the source system to the target system.

Template SmartIT 18.05 and Above To SmartIT 21.05

/SmartIT/SmartIT_SMTForms

Migrates SMT-related forms (such as SMT:Administration:Application) from the source system to the target system.

Template SmartIT 21.05 Clear Down

/SmartIT/SmartIT_SMTForms

Creates a backup of data in the SMT-related forms in the target system, and then clears down (deletes) that data on the target.

Remedy Smart Reporting

Template Smart Reporting Migration 20.08 to 21.05

/Smart Reporting

Migrates data related to Remedy Smart Reporting from the source system to the target system.

Data Update Templates

/Smart Reporting

Post-migration scripts that are executed on the target system to update data and perform other activities.

Environment Upgrade ITSM <19.08, 20.02, 20.08> to 21.05

BMC standard ITSM <19.08, 20.02, 20.08> to 21.05 Environment upgrade pack for environment upgrades. This pack is intended to be used with the Global ITSM <19.08, 20.02, 20.08> to 21.05pack. This pack migrates all company-related data between the two versions.

This pack is used for the Staged Upgrade methodology and the Copy and Upgrade methodology.

Global ITSM <19.08, 20.02, 20.08> to 21.05

BMC standard ITSM <19.08, 20.02, 20.08> to 21.05 Global upgrade pack for environment upgrades. This pack is intended to be used with the Environment Upgrade ITSM <19.08, 20.02, 20.08> to 21.05 pack. This pack moves targeted - Global - data required for a successful upgrade.

Some forms in this package are disabled by default, as they are rarely changed from out-of-the-box configuration and need careful management in an upgrade scenario. Review the configuration to ensure it is appropriate for your system.

This pack is used for the Staged Upgrade methodology and the Copy and Upgrade methodology.

Clear Down ITSM 21.05

Clear down non-Global company and catalog data in an ITSM 20.0x system to create a clean baseline into which data can be migrated.

This migration pack is used for the Staged Upgrade methodology only.

All Data

Export

Exports all data in the scope of the migration pack (that is, all non-Global data). This should be used as part of the Staged Upgrade methodology.

Includes data owned by companies that are filtered by the following static qualification:

($Company Type$ != "- System -") AND ($Status$ = "Enabled")

Review and adapt this qualification to include only the companies you need to include.

All Data & Modified Audit Logs

Export

Exports all data in the scope of the migration pack (that is, all non-Global data) but allows you to filter the audit logs by the Last Modified Date. This is intended to be used in a final cutover as part of the Staged Upgrade methodology, where the bulk of audit log data has been previously migrated by using the Audit Logs Only template.

All Data Excluding SLM Config

Export

Identical to the All Data template, except this also excludes SLM configuration data. SLM configuration can be migrated by the SLM Config Only template.

All Data Incremental

Export

Provides incremental data migration of all non-Global data. Includes only data with a Modified Date between the specified Date Range. This should be used as part of the incremental migrations necessary to support the Copy and Upgrade methodology. It can also be used during a final cutover migration for the Staged Upgrade methodology.
After it has been built in the target system, Service Level Management configuration cannot be migrated, even by using an incremental pack.

Audit Logs Only

Export

Exports only audit log data. This can be used as part of the Staged Upgrade methodology. For example, Audit log data can be migrated prior to the final cutover, and the All Data and Modified Audit Logs template can be used during the final cutover.

SLM Config Only

Export

Migrates data for an SLM configuration only. This allows you to migrate and build an SLM configuration in isolation without the AR System server processes making changes to transactional data. See the AR System server and data management section for details of the constraints.

Default

Import

This import template can be used for any of the non-incremental export templates.

Incremental

Import

This import template can be used for any of the incremental export templates. This will check all selected forms in the DEFAULT Form Deletion list and will delete data that exists in the target but not the source.

All Data

Export

Exports targeted Global data. This should be used as part of the Staged Upgrade methodology.

Incremental

Export

Provides incremental data migration of all Global data. The export includes only data with a modified Date between the specified Date Range. This should be used as part of the incremental migrations necessary to support the Copy and Upgrade methodology.

Enabling deletions for Global data might delete new data associated with the Global customer in the new 9.1 or later ITSM version. Placing a change freeze around global data can remove the requirement to perform an incremental migration.

If you have a global data set with changes including deletions of data around the configuration of out-of-the-box data, use carefully targeted deletion with this template as part of the initial migration of global data for the Staged Upgrade methodology. In this scenario, configure a date range that includes all data combined with a carefully selected set of form deletions.

Default

Import

Can be used for the All Data export templates.

N/A

Incremental

Import

Can be used for the All Data Incremental export templates. This will check the all forms in the Delete form list for deletions and will delete data that does not exist in the source system.

N/A