Registering a system for Smart Reporting

To get started with the data migration for BMC Helix ITSM: Smart Reporting, register a system for Smart Reporting.

To register a system

1. Log in to BMC Helix Data Manger.
2. Navigate to the Configurations tab and select Register & Configure Systems.
3. On the System page, navigate to the System Info tab.
4. Click the Create icon.
   The Create, Modify, and Delete buttons appear on the left side. After clicking Create or Modify, the fields are enabled for input.
   

5. From the Type list, select Relational Database. 

   Warning

   Important

   You must select the Type value as Relational Database while registering a source system and target system for Smart Reporting.

6. Complete the following fields:

   Field	Description
   Display Name	The name of the system 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 you want to use.
   Location	The location of the database. Options are: Local Remote
   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.
   System Type	The type of system. For display purposes only, it does not affect the behavior of BMC Helix Data Manager when interacting with this system. Options are: Development Production QA UAT (user acceptance testing)

7. If you selected 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 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.
   Port		The port on which the Smart Reporting 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 one of the following fields appears (depending on the database type 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.
   MS SQL	Instance Name	The name of the database MS 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, typically Smart Reporting.
   	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.
   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, typically Smart Reporting.
   HDM User		The name of the database user that BMC Helix Data Manager will use to access the Smart Reporting database server and the underlying Smart Reporting database. The manual database configuration scripts typically use “hdm” as the database user name. Important: Do not use the REPORTADMIN/ReportAdmin user for this connection. You can run the greater part of discovery with the same database user as used by the Smart Reporting 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 Smart Reporting database server. Use one that meets your local security policy.

8. (Optional) If you selected Remote for the Location field, complete the following fields on the Database tab.

   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.

9. On the Schemas tab, click the Create icon, and complete the following fields:

   Field	Description
   Schema Name	The schema name of the database.
   Logical Name	The logical name of the database.

10. Click Save () on the System Info tab.

Where to go from here

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

Discovering-data-dictionaries