Migrating delta data

Delta data refers to any data changes that occur on your current production Remedy system during a staged upgrade of the production system. You migrate delta data by using the Delta Data Migration tool after the upgrade of the platform, applications, and secondary servers is complete and the deployment package has been imported. The Delta Data Migration tool is installed as part of the BMC Remedy Migrator installation.

In this process, the source server refers to your current production server and the destination sever refers to your staging production server.

In this topic

Supported migration paths
Before you begin delta data migration
Preparing for the delta data migration
Performing delta data migration
After you complete delta data migration
Where to go from here

Supported migration paths

The following table lists the earliest version from which you can migrate product data to the current version.

Product	Earliest supported version from which you can migrate data
BMC Remedy AR System	7.0.1
BMC Atrium Core	2.0.1
BMC Atrium Integrator	8.0.00
BMC Remedy ITSM applications	7.0.02
BMC Service Request Management	2.2
BMC Service Level Management	7.1
BMC Remedy Knowledge Management	7.6.03
BMC Service Impact Manager	7.1
Integration for BMC Remedy Service Desk	7.1
BMC Process Designer	8.3.03
BMC ProactiveNet Performance Management	8.5

Important

The Delta Data Migration utility does not migrate the following data:

AI: UDM Jobs and Reconciliation Engine metadata (which includes the jobs and the runs information).
CTM:People and User forms because the encryption format for AR password (encrypted data) fields is changed. If the Delta Data Utility migrates the data and overwrites the password field data, you need to manually fix the password.
For more information, see Migrating-User-form-and-CTM-People-form-data.
Service Request Definitions (SRD) and Process Definition Templates (PDT)

Before you begin delta data migration

Install BMC Remedy Migrator.
Complete all pre-requisite steps in the Remedy-ITSM-Suite-staged-upgrade-process, such as sanity testing and appropriate database backup and restore (with no additional data).
Do not perform any of the tasks in the Restrictions-after-restoring-the-database-on-a-staging-system section after you restore the current production database to the production staging system. If you have performed these tasks, do not proceed with the data migration. For additional information, contact BMC Customer Support.

Preparing for the delta data migration

First review the Overview-of-the-Delta-Data-Migration-tool and then perform the following steps to prepare your environment for migrating delta data as part of a staged upgrade.

Task	Action	Additional information
1.	Configure the Delta Data Migration tool prior to running DDM	Configure the PATH environment variable and count settings to improve the performance of your data migration.
2.	Perform server configuration adjustments	For staged upgrade environments. you must perform the Server and DB configuration settings to improve the performance of the DDM tool. You perform these configuration adjustments on the source server (current production server) and the destination server (staging server) at various points within the delta data migration process. After the final DDM run is complete, you will revert the previous changes to their original state.
3.	Search for additional data changes	You must now run the utility to search for any additional data that might have been created from the time you backed up your data and set up the staged environment. Note: Do not start the data migration before you have identified and resolved any possible data conflict or data integrity issues with the additional data.
4.	Estimate your data volume and plan your DDM runs by using the AREntryCounter utility	Use the AREntryCounterUtlity to estimate the total data volume for you migration and plan your DDM runs. The utility counts the number of entries in the forms that are part of a DDM package.
5.	Perform migration prechecks	At this stage, you already have determined the volume of your data and planned the DDM. Perform prechecks before you start your migration to resolve issues that might be applicable to you.
6.	Extend delta data migration to include customizations	Add custom forms to the DDM package and migrate the data for these custom forms.
7.	Deleting orphan records	During the delta period, if you changed the login ID, support group association, permissions groups, or the functional role for your users on the current production server, perform the steps explained in the topic.
8.	(optional) Plan your migration for the backend and custom forms	If your custom or backend forms have a large amount of data, use SQL to migrate data for the initial batch of data, and then use DDM for the subsequent runs.
9.	(optional) Migrating-archived-data	(Version 9.0 or later only on the source server) Perform this task if you want to also migrate your archived data.

Performing delta data migration

Perform the following steps to run the delta data migration (DDM) as part of a staged upgrade.

Task	Action	Additional information
1.	Perform the data migration for the first time	Run the data migration for the first time immediately after your upgrade is complete.
2.	Review the migration results and resolve issues	After you complete the data migration, review the migration results for issues and resolve as required. You must re-run DDM for the same product selection and date range, if you encountered any errors in your DDM run. To successfully complete the data migration, you must rerun the DDM until no errors are generated for that date range. Do not proceed with the migration for the next date range until the previous date range data is successfully migrated without any errors.
3.	Deleting-orphan-records-after-delta-data-migration	If you first DDM run completed with errors on one or more of the following forms, you must search for and delete the orphaned records as explained in the procedure: CFG:BroadcastHistory CTM:People Permission Groups CTM:SupportGroupFunctionalRole CTM:Support Group Association AST:Asset People
4.	Perform the data migration until you go live	To keep up with the data differences, run DDM every day after the you upgrade on the staging server. On the day that you freeze for go live, run DDM every two to three hours prior to the outage so that the final DDM run can complete in less than an hour when the freeze starts. For a complete list of cutover activities, see Cutover-activities-for-staged-upgrade.
5.	Validate count of data after every DDM run	After every DDM run, use the utility on the source and destination servers for the specific data range to validate the counts.

After you complete delta data migration

After you run the final DDM and the perform cutover activities for a staged upgrade, perform the postmigration activities on the production staging server during the cutover window. Ensure that you perform these postmigration tasks before you go live in the final step of the staged upgrade.

Where to go from here

Next task	Start with Configuring-the-Delta-Data-Migration-tool.
Up to process	When you have finished migrating delta data, return to the Remedy-ITSM-Suite-staged-upgrade-process.