Register for the Helix On-Premises Migration Enablement (HOME) program to receive tailored guidance to migrate non-containerized versions of products to the BMC Helix containerized versions.

Review this page to migrate 20.02 or earlier on-premises versions to the current containerized version of BMC Helix Service Management on-premises. 

For information about the BMC Helix Operations Management on-premises HOME program, see Registering for the Helix On-Premises Migration Enablement program.

Roles and Responsibilities

The HOME program ensures that you receive support for your upgrade, and you perform an active role in preparing and executing the deployment and migration.
​​​

Role	Responsibilities
BMC Helix	Define migration program workflow. Share documentation, templates, and training resources. Evaluate customer updated plans and guide them with workshops, if required. Provide best practice guidance and review sessions.
Customer	Understand the deployment architecture. Prepare the planning documents and the worksheets. Identify the platform, tools, and applications for migration. Engage with partner or BMC services, if needed. Learn about the tools required for migration and get certified, as needed. Prepare your environment by reviewing the plan and preparing the sections. See the Installing page. Review and execute migration steps mentioned in Migrating Remedy on-premises to BMC Helix Service Management on-premises from stage 2 to stage 10.

The HOME program workflow

The following diagram illustrates the structured journey of the HOME program, guiding you from initial preparation through upgrade execution:

To register for the HOME program

By registering for the HOME program, you can align your team to get validation and review of the upgrade plan for a seamless upgrade experience. 

1. Call BMC Helix customer support or go to the Helix On Premises Migration Enablement page and log in to open a HOME case.

   The BMC Helix support team schedules a kickoff call.

2. Discuss your environment details to plan your migration and the migration date.

   Information

   Important

   You must plan your migration date at least three to four weeks after you open the case.

3. Make sure that your environment meets the hardware and software requirements and the compatibility matrix. For details, see System requirements.
4. Analyze the environment according to the deployment templates.
   • Deployment assessment questionnaire
   • Deployment requirements checklist
     For details, see the following pages:
     • BMC Helix Service Management deployment architecture
     • Recommended skill set and trainings
     • Sizing Worksheets
     • Sizing and scalability considerations
5. Download the project plan template and update the project plan.
   Refer to the following planning templates to create your project plan. 
   • Deployment Plan for environment assessment
   • Implementation Plan for customization and integration assessment
   • Migration Plan for migrating data assessment
     Warning

     Important

     For a smooth migration and a seamless experience, BMC Helix recommends that you update the templates by capturing all required details before proceeding to the next step in the program. After everything is in place, our team will be ready to assist you promptly and effectively.

6. Discuss your updated plans with the BMC Helix experts.

   Phases	Tasks to perform	Reference links
   Review the deployment plan	Discuss the updated deployment plan: Your proposed deployment architecture Kubernetes details such as cluster sizing, cluster permissions, master node, and worker nodes.​ Environment details such as load balancer, Ingress, PVCs, RSSO​, SMTP server, security requirements, encryption types, Your target system such as, the products to install, the user details Your BMC Helix platform and application deployment pipelines.​ Learn best practices.	Deployment assessment questionnaire Evaluate your container environment questionnaire Evaluate your container environment questionnaire Sizing and scalability considerations for CORE mode Planning and preparing the environment
   Review the Pre-implementation plan and the migration plan	Discuss the updated implementation plan: Review existing integrations such as the database, plugins Discuss implementation details such as REST API, Web services Evaluate your configurations, users, workflows, and dependencies Explain AR Systems and CMDB Objects customizations​ Low-level development tasks including:​ Fixing customizations​ Running 3-way reconciliation​ Fixing/updating integrations/AI jobs​ Any new development tasks​ Ensure that your environment is ready for the deployment. Discuss the updated migration plan: Evaluate data volume and database size Discuss about custom forms or field updates, if any. Monitor and validate data integrity and environment setup. Ensure that the ITSM systems are ready for migration.	HITT

7. Close the HOME case.
8. (Optional) Create a new support case for any deployment or post-migration discussions with a BMC Helix expert.

After you close the case, you must execute the deployment according to the project plan. For more information, see Migrating Remedy on-premises to BMC Helix Service Management on-premises.