This version of the software is currently available only to customers in the Controlled Availability (CA) program.

Registering a system for BMC Helix ITSM

Register the systems before you perform the data migration.

To register systems for on-premises to on-premises migration

If you are migrating data from on-premises to on-premises environment, register the source and target systems in the BMC Helix Data Manager tool installed on the target system.

Perform the following steps for registering source and target systems for migration:

  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 in the list, and then click Register Systems.
    • If you are registering an additional system, select Configuration > Register & Configure Systems.
  2. Click Create image2022-11-23_7-49-12.png.
  3. From the Type list, select Remedy.
  4. Select Enabled for Data Migration.
  5. Enter the information as per the table given in the section To set the field parameters.
    Repeat the steps 1 to 4 to register source and target systems.
    The following images show example of registered source and target systems for on-premise to on-premise migration:
    Source system:
    MicrosoftTeams-image (29).png
    Target system:
    MicrosoftTeams-image (30).png

To register systems for Remedy on-premises to BMC Helix Innovation Suite Cloud migration

If you are migrating data from Remedy on-premises to BMC Helix Innovation Suite Cloud, register the source and target systems in both instances of the BMC Helix Data Manager tool, on the on-premise ITSM environment and on the BMC Helix ITSM cloud.

Perform the following steps on the On-premises BMC Helix Data Manager:

  1. Select Configuration > Register & Configure Systems.
  2. Click Create image2022-11-23_7-49-12.png.

  3. Register the source Remedy on-premises system as Local location:
    1. From the Type list, select Remedy.
    2. From the Location list, select Local.
    3. Select Enabled for Data Migration.
    4. Enter the information as per the section To set the field parameters.
      MicrosoftTeams-image (27).png

  4. Register the target system as Remote location because the BMC Helix Data Manager and target systems are not in the same network:
    1. From the Type list, select Remedy.
    2. From the Location list, select Remote.
    3. Select Enabled for Data Migration.
    4. Enter the information as per the section To set the field parameters.
      on-prem_2.png

Perform the following steps on the Development staging server BMC Helix Data Manager:

  1. Select Configuration > Register & Configure Systems.
  2. Click Create image2022-11-23_7-49-12.png.

  3. Register the source system as Remote because the BMC Helix Data Manager and source systems are not in the same network:
    1. From the Type list, select Remedy.
    2. From the Location list, select Remote.
    3. Select Enabled for Data Migration.
    4. Enter the information as per the section To set the field parameters.
      saas_1.png

  4. Register the target BMC Helix ITSM cloud system as Local.
    1. From the Type list, select Remedy.
    2. From the Location list, select Local.
    3. Select Enabled for Data Migration.
    4. Enter the information as per the section To set the field parameters.
      MicrosoftTeams-image (28).png
  5. After you complete registering the systems, create a BMC Helix Data Manager user. See Creating-a-BMC-Helix-Data-Manager-user.

For end-to-end process of Remedy on-premises to BMC Helix Innovation Suite Cloud migration, see Migration process for Remedy on-premises to BMC Helix Innovation Suite Cloud.

To set the field parameters

Enter the following information to set the field parameters when registering a source or target system:

Field

Description

Display Name

The name of the server 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 BMC Helix ITSM system is part of.

Location

The location of the database. Options are:

Important

If you are migrating data from Remedy on-premises to BMC Helix Innovation Suite Cloud, set the location of the source and target systems as follows:

  • On the On-premises BMC Helix Data Manager:
    1. Register the source Remedy on-premises system as Local.
    2. Register the target system as Remote because the BMC Helix Data Manager and target systems are not in the same network.
  • On the Development staging server BMC Helix Data Manager:
    1. Register the source system as Remote because the BMC Helix Data Manager and source systems are not in the same network.
    2. Register the target BMC Helix ITSM cloud system as Local.

ARS Version

The AR System version.

This choice affects the way in which BMC Helix Data Manager interacts with the AR System data dictionary. Subtle differences in the underlying AR System data dictionary hold the metadata for an AR System application between versions. This value is important for application discovery to run correctly.

Important

If your AR System version is not available in the list, select the version closest to your AR System version.

For example, if you are unable to find version 22.1, you can select ARS version 21.3.

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)

API

Select this option if you want to enable AR System API connections to this BMC Helix ITSM server. This API is used to build AR System workflows and not for any other operation. You must provide an AR System Administrator user and password to successfully build the workflow. You cannot register a user without a password.

If you select the API option, the Remedy API tab appears next to the Database tab. See To set the API options.

To set the database for local location

If you select 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 BMC Helix ITSM 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 depending on the database type you selected, one of the following fields appear:

  • 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



Instance Name

The name of the database Microsoft SQL instance name. The name can be the name of the physical machine, or the DBA can define the name.

Database Name

The MS SQL database name.

Example: ARSystem.

Migration Mode

The migration mode that will be used. Options are:

  • Bcp
  • JDBC

Oracle

Service Name/SID

Select Service Name or SID, and enter the corresponding value in the field below.

Schema Name

The Oracle schema name.

Example: ARADMIN.

PostgresSQL


Instance Name

The name of the database PostgresSQL instance name. The name can be the name of the physical machine, or the DBA can define the name.

Database Name

The PostgresSQL database name. 

Example: ARSystem.

Sybase

Service Name/SID

Select Service Name or SID, and enter the corresponding value in the field below.

Schema Name

The Sybase schema name.

Example: ARADMIN.

HDM User

The name of the database user that BMC Helix Data Manager will use to access the BMC Helix ITSM database server and the underlying BMC Helix ITSM database. The manual database configuration scripts typically use “hdm” as the database user name.

Do not use the ARADMIN/ARAdmin user for this connection. You can run the greater part of discovery with the same database user as used by the AR System server, but data migration should not be run with that name.

HDM Password

The password for the database user that BMC Helix Data Manager uses to access the BMC Helix ITSM database server and the underlying BMC Helix ITSM database. Use one that meets your local security policy.

AR Admin User

AR Admin user name.

Set this option to use the Length Exception Retry option during migration.

AR Admin Password

AR Admin password.

Set this option to use the Length Exception Retry option during migration.

To set the database for remote location

If you selected Remote for the Location field, perform the following steps:

  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.

To set the API options

If you selected the API check box in step 3, and complete the following fields:
This information is required if you want to build AR System workflow by using BMC Helix Data Manager. All other functions are performed directly at the database tier.

  1. Click the Remedy API tab.

    Field

    Description

    Server Address

    The IP address or network name of the BMC Helix ITSM server that will be connected to. If this server is an AR System server group, the server must have Administrator rights. When building workflow as part of an upgrade, we strongly recommend that only one BMC Helix ITSM server is active during the build process.

    Remedy User Name

    The user name of the AR System Administrator user.

    Remedy Password

    The AR System password for the AR System Administrator user.

    Remedy Port

    The port on which the BMC Helix ITSM database server is listening for incoming SQL connections. Set as 0 if using a port mapper.

  2. Click the Save (saveButton.png) button on the System Info tab.

Where to go from here

Creating-a-BMC-Helix-Data-Manager-user

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

Discovering-data-dictionaries

 

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