Connect with Remedy Webinar Series - Unified Data Management Presenter - Murali Viswanathan, ITSM Lead Product Developer

Transcription

1 Connect with Remedy Webinar Series - Unified Data Management Presenter - Murali Viswanathan, ITSM Lead Product Developer Q Can the and 8.0 DMT/UDM spreadsheets be used with the 8.1 version of UDM? A Spreadsheets for these 3 versions are completely unique, Users should use the spreadsheets provided with the version shipped. For 8.1 the spreadsheets attached to the BMC Templates are the ones that need to be downloaded from the spreadsheet management console, populated and uploaded to a Job. Q What is the best practice recommendation for loading and promoting large volumes of data, such as more than 100,000 records? Should the data be broken up into smaller chunks? A For loading a single spreadsheet of data (ex. Company) a user is only mandated to separate into different spreadsheets when exceeding the maximum xlsx size allowed. For large volumes, try and schedule jobs or manually run jobs off normal high volume business times. A good suggestions is to initially take a subset of data and load first to ensure data has been entered correctly, as it is a challenge when users do not review the hundreds of thousands of records before loading at one time and if data was entered incorrectly there is cleanup involved. For a first time UDM job perhaps put a wait state on the Promote steps so that data loaded may be validated (Seen many cases where users are putting first name into last etc and if this get promoted then it is a lot more effort to correct). You can check the note in the below link on the information that is documented: Note Microsoft Excel spreadsheets formatted with the.xlsx extension have the following limitations: Worksheet size: 1,048,576 rows by 16,384 columns Number of characters in a cell: 32,767 If your data load operations could exceed these limitations, consider customizing the data loads using Atrium Integrator transformations as described in Managing customizations. Q When running a job that is loading People records, do I need to be concerned about the number of licenses currently available on the AR Server? A Yes you can verify the license available in your server and use that information to correctly input the license information in the CTM:LoadPeople sheet. Data Man agent Tool also has validation errors that will catch this issue in the validate step within the job. Q With version 8.1; can all dataload be done through AI? A You can use Atrium Integrator (AI) to do your own mapping and create custom jobs, but UDM Data Management Tool has the interface for you to use the OOTB spreadsheets (source files) to download, populate and load the data via a Job within the UDM framework and AI is used in the background to load data form the source file to the OOTB load forms. Q Is there an OOTB job that does a people sync against AD? A Yes, there is an OOTB job for LDAP People, which you can load people data from LDAP. Keep in mind the LDAPS as well as LDAP are really templates that usually need slight modification as most DLAP and LDAPS configurations and data content are different. Refer to the below link for more information:

2 Q Are local file paths supported or can remote be used? A The Carte server needs access to the data file location, so as long as that is accessible by the carte server it will work. Q Can I see the counts of records OK/NOK at each step (Load, Validate and Promote) as in the old DMT? A It will not show any counts on steps. In the load step within a job if any errors are encountered it will provide details like row number, value expected, etc. This will be "bundled" in an excel file that can be opened from Load step error section. Q Does the LDAP Support all LDAPS as well? A Yes, LDAPS is supported. Keep in mind the LDAPS as well as LDAP are really templates that usually need slight modification as most DLAP and LDAPS configurations and data content are different Q Does it require you have MS Excel installed on the local machine to use the UDM feature? A You do not need MS Excel installed on your local machine unless you want to edit the file locally. Q Is *.xml a valid data source for UDM? A No for loading data via UDM Data Management Tool only spreadsheet templates are available. Other source files are supported via Atrium Integrator (AI) to be used for AI custom jobs. Refer the below link for more information on how to use AI: Q Is the UDM jobs same as AI jobs? If so, then the jobs can be edited in Spoon? A UDM uses AI jobs internally for the OOTB BMC Templates we support. We do not recommend users to edit the OOTB jobs. If custom AI jobs need to be created OR OOTB AI jobs need to be copied and renamed as a custom job to extend custom fields to OOTB form, then you can use the spoon client to create those jobs. You will also have to create overlays to the load forms and workflows to create your customizations in the server to support your AI job customizations. Refer to the below link for more information on how to customize: Q Could you provide some further explanation on when you would use the zip file attachments in the Load step? A Zip files are used for the attachments used by the data being loaded (e.g. RKM templates). Q There are OOTB AI Spoon transformation/jobs available for foundation data let's say People..how to call them from UDM? A These are already attached to OOTB BMC Templates and you can create custom templates using BMC Templates and select People and then can remove the steps you do not need. This was shown in the Webinar Demo, you can refer that. Q How are the update (modifying already existing data like prod cats etc) capabilities different from ? A In , DMT did not have the ability to update data. Q Error Messages show the column ID's instead of the column names, is there any way to get the column name instead? A Not currently, and can be looked into in the future.

3 Q Does the system automatically reconcile updates from this data load to the back-end User forms? A Updates are permitted in selected areas of data loads, initial intent is that data load is for onboarding initial and new data. Q In the old DMT only one could run at a time, can you have multiple jobs running at the same time now? A Yes, UDM supports running multiple jobs in parallel. Q Can you add new Support Groups to existing People records using the Load People Template functionality? A There is no real need to use Load People Template functionality. To add new People Group association, simply load a People UDM job, fill in the ONE tab in the spreadsheet CTM_LoadSupportGroupAssociation. The ONLY validate and load step required in the UDM job would be for Support Group Associations Q In a server group environment, how can we have these UDM/AI Spoon jobs run on the admin server and not on the User facing instances as UDM is triggered from the web? A Make sure the user is connected to midtier server that only points to the Admin server, the job request will get executed on the admin server. Q How to manager access restrictions of a people load with UDM? A On the people tab of the spreadsheets allows you to set Company Access restrictions as needed. There are validation to prevent non Administrator DMT users from loading Administrator permissions. DMT User or Admin may load People for the Company/Tenant s they have access to Q Can UDM be extended to support import into other forms? A Yes, this is customization. Refer to the below link for more information on how to customize: Q Doesn't it actually run the jobs in serial. Meaning, you can launch multiple jobs, but the next job in line will actually wait for the first to complete? A Different jobs can run in parallel. For one job however, if there are multiple load steps (ex. All Foundation having load steps for Company, Location, People etc)) they will run in serial fashion

4 Q One of the first slides showed a comparison slide what is different between DMT and UDM stated UDM is now multi-tenant aware and enforced. Can you provide some additional information on this point? A As of 8.1 UDM will take the Company from the UDM Job and use this to populate the Company on that staging form, it is not taken directly from the spreadsheet. This way the use can only select and populate tenants/companies for which they have access to Q During the Demo, why didn't the tool capture site mistake in 1st shot itself? This leads to correcting data multiple times when it could have been done in one shot? A It depends on the type of error. There could be errors captured by Pentaho in the load step in which case the spreadsheets must be fixed first as the data does not even get loaded. Any error in data (validation) will all be captured at the same time. Keep in mind some errors may not have to be fixed (ex. If a user is loading foundation data and enters bad data for the site, and subsequent data that is trying to use that site data will be in error, once the site is fixed all the other issues should be resolved.) Q With partial promotion, how to handle balance data? A The rest of the data which did not promote would have validation errors and the errors can fixed via the error management screen and the same job can be re-run to fix and promote only the data with errors using the re-run from validate' button in the job. Q When will the errors that occur on the CAI:Events form roll up to the DMT? Users that are not AR System Administrators may not have access to the back-end forms. A CAI even related error happening in the validate step should show in the validate step in 8.1, and the ones not shown can be pulled from the CAI Events form by an Administrator. CAI and AR errors happening during promote step is not handled in 8.1 and is being worked on for a future release. Q How can I get the excel spreadsheet templates? A In 8.1 IT Home Page under Data Management, there is a spreadsheet console where you can find OOTB spreadsheets which can be used to load data through UDM. Q Can you import CIs via the UDM tool? A Yes, you can. Currently a subset of classes are available Q What is the best practice for Multi-tenancy company data? A To load all foundation data for each company via separate jobs, and this is how it is designed and is secure as users that do not belong to a company cannot load foundation data for that company. Q Has modification capabilities been added to 8.1? A Certain data can be updated in 8.1 especially in Foundation. However, transactional data such as Worklogs does not support updates. Q What are the checks on uniqueness? A Uniqueness is checked within a job in the load forms and checked across all data when loading data from load form to the actual forms. Validate and Promote Step errors will show the unique index issues.

5 Q People spreadsheet has a tab for update? can you explain this tab? A It is an optional tab for loading people data with a given template. You can also use the CTM;LoadPeople sheet to load people data for new data and updates (we allow updating certain attributes). Q Do data loads kick off any workflow? A Generally it will skip workflow on the target forms, but in certain specific cases it will trigger workflow (e.g. People which needs to update Atrium data). Q If I schedule a job for instance to run weekly can I update the data without modifying the job? by uploading the spreadsheet directly to the "drop" area (as defined in system pref)? A Re-occurring schedules make more sense when loading from a non file source (ex. LDAP, Peoplesoft etc). However, one may use it with a file based job like and excel spreadsheet, however someone is going to have to updates the UDM job load step(s) with the new spreadsheets Q Would I use UDM to import incident, problem and change records from our 7.5 system into our fresh 8.1 system? A Yes, once it is formatted into the OOTB spreadsheets for UDM, then you can load the data into 8.1. Note: The request IDs will be generated as new, and your old audit data references will be lost (new will be created if audit is on in your 8.1 server with the new request ID link). UDM is not a data migration tool. Q In a server group, sometimes I receive a message stating can't find the DMT file to delete. Other than using shared storage for this path location is there another way? A The current requirement is that there is a shared location that both server instance can have full access to Q RKM UDM so that it is clear on which tab can be I understand there are some issues with the RKM spreadsheets around which tabs can be used to Create and Update data. Can you elaborate? A You can create and update data from the tabs on the following BMC Knowledge Management data management spreadsheets: Spreadsheet Tab Transactional_Knowledge RKM_LoadPrblmSolnTemplate_Join RKM_LoadKnownErrTemplate_Join RKM_LoadReferenceTemplate_Join RKM_LoadHowToTemplate_Join RKM_LoadAssociations Process_ Setup_Knowledge RKM_LoadVisibilityGrpMappng Q What is the use of schedule jobs if sheet has to be manually attached? A This is useful when a user wants to schedule a one time job during off peak hours. Re-occurring schedules make more sense when loading from a non file source (ex. LDAP, Peoplesoft etc). However, one may use it with a file based job like and excel spreadsheet, however someone is going to have to updates the UDM job load step(s) with the new spreadsheets

6 Q How can one use the People workbook template to update licenses for multiple EXISTING people using a template WITHOUT overwriting the site? A People template is used in an overwrite situation. People management might be the proper tool for updating groups and permissions on masse after the initial onboard data loads