Running your migration project
This section describes how to map data and then migrate it to the target system.
Before you begin
Prior to starting this process, make sure that:
- All customizations have been migrated from your source to your target system:
- If there are field extensions, migrate CMDB extensions and run CMDB Sync UI.
- Migrate overlays and customizations in Best Practice Mode.
See Migrating-BMC-Helix-ITSM-customizations.
- BMC Helix Data Manager has been installed and configured. This includes the following high-level tasks:
- Register and validate BMC Helix ITSM and file systems.
- Discover the data dictionary for the source and target BMC Helix ITSM system, and import migration packs, server references, and data updates.
- Copy migration packs for your source and target data dictionary.
Data mapping and migration tasks
The following steps focus on ITSM migrations, and you can follow the general process for BMC Digital Workplace Catalog and other migrations. Contact your BMC consultant for more information.
Task | Action | Reference |
|---|---|---|
1 | Add your application custom forms to your migration packs. BMC Helix Data Manager automatically identifies your custom forms and allows you to add them to the scope of your migration. | |
2 | Identify and resolve data mapping issues. BMC Helix Data Manager automatically identifies any potential data mapping issues and allows you to check your application data. For your specific upgrade, you may need to configure data enrichments. For more information, see Setting-up-migration-packs-mappings-and-templates. | |
3 | Get the form counts from your source and target system. If you obtain the number of records in your source and target system prior to performing any data migration, you can reconcile the number of records migrated and validate the migration. | |
4 | Get the server references in your source system. BMC Helix ITSM has multiple locations in data where environment specific references can be embedded. BMC Helix Data Manager allows you to discover these prior to a migration and then update the references after a migration to ensure the data configuration works correctly in the new environment. | |
5 | Analyze form data. Some forms in the BMC Helix ITSM require special handling during an upgrade data migration. BMC Helix Data Manager allows you to extract, compare, and identify any records that you might need to migrate for these forms. | |
6 | Prepare your target system for data import. 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. | |
7 | Export data. Create a migration job and export data to the file system. For a typical upgrade migration, you will migrate Global data and Company data in two separate migrations. | |
8 | Import data. Create an import job and import data from the file system. If you are not using a shared file system, you must move the data package to the target file system. | |
9 | Run postmigration data updates. After a BMC Helix Data Manager data import, run the data updates that apply the appropriate data transformations for your upgrade and update core information such as Next ID. | |
10 | Build workflow. Some BMC Helix ITSM data is linked to workflow, for example, SLA data sources, agreements, and targets. BMC Helix Data Manager allows you to discover and build workflow for this migrated data through the AR System API. | |
11 | Perform application- and environment-specific postmigration actions. If your BMC Helix ITSM system uses Full Text Search, trigger it from within the application. Depending on the ITSM versions you are migrating between, you might also need to use the BMC utility to update multitenancy permissions. | |
12 | Discover and reconcile form counts. After a full migration is complete, use BMC Helix Data Manager to obtain and reconcile the number of records in the source and target system. This is an important step in verifying the success of your data migration. |
Related topics
Automating-the-migration-by-using-the-command-line
Running-a-delta-data-incremental-migration-job—BMC Helix Data Manager allows you to safely migrate changes and deletions between BMC Helix ITSM systems. This is useful in the Copy and Upgrade migration scenario or during a final cutover in a Staged Upgrade scenario.