Optional form analysis

Some forms in 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 may need to be migrated for these forms.
The data for these forms is stored in the BMC Helix Data Manager Repository, you can export and import the data to other instances of BMC Helix Data Manager.

To discover the configuration for your BMC Helix ITSM systems

1. From the navigation bar, select Discovery & Analysis > System Analysis & Administration.
2. On the System Administration page, select the BMC Helix ITSM system you want to discover data for.
3. Click the Data Analysis tab, and click Discover Data.
4. In the dialog box, select Data Analysis Set you want to discover, enter a Discovery Name, and click Discover Data.
   

To view the extracted data and compare it with data extracted from other systems

1. Select Discovery & Analysis > Compare Remedy Application Data from the navigation bar.
2. From the table at the top of the page, select the discovery to show the list of forms for which data was discovered.
   
3. Select a form from the list, and click View Discovered Data to display all of the data extracted from the BMC Helix ITSM system for that form.

To compare discovered application data

1. From System Administration, click Review and Compare Data, or select Discovery & Analysis > Compare Remedy Application Data from the navigation bar.
2. Click the Compare tab.
3. Select the discovery and forms you want to compare, and click Compare.

Comparing records based on the Match On clause

By default, records are matched based on the Match On clause in the form mapping. You can override this by setting any Match On Fields.

The following screenshot shows a comparison for APR:SYS-Approval Definition. The list of matching, source only, or target only records appear in the top table.

To show the field-by-field comparison, select a row from the table.

The Match field in the records table allows you to filter by records that were matched using the Match On Fields comparison setting.

The Field Match column shows one of the following values:

• FULL MATCH—All core fields and non-core fields match.
• NON CORE MATCH—All of the non-core fields match.
• NO MATCH—At least one field does not match.

The Compare field in the field comparison table allows you to filter the fields for the selected record to display only values that do not match.