How To: Import Bulk Work Orders using BMC Data Import Tool and a CSV file in Remedy 8.1

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    Introduction

    Hey everyone!  We recently figured out how to import lots of Work Orders into Remedy 8.1 using a CSV file and BMC's Data Import Tool.   This document aims to show you a quick method that requires some light customization of new objects (no modification of OOTB objects).  Also, this doc is a lighter version of what I actually built in our Remedy environment, so please provide feedback if you get stuck, so I or the Community can help.  I've seen some articles on Communities asking to do this, so I hope this Document (at the very least) serves to point folks in the right direction.

     

    As always, test this in dev/test environment first


    Special thanks to Jason Miller for encouraging me to create this doc.

     

     

     

    Step 1. Re-create the WOI:WorkOrderInterface_Create OOTB filters

    Re-create the following 27 filters with a Merge execution, instead of Submit.  I try not to modify OOTB filters where possible, so I chose to create new ones.

     

    WOI:WIC:CreateWorkOrder_040_SetReqByPersonId_WhenNull

    WOI:WIC:CreateWorkOrder_043_SetReqForPersonId_WhenNull

    WOI:WIC:CreateWorkOrder_045_SetRequestedForIfMissing

    WOI:WIC:CreateWorkOrder_090_SetWOINumber`!

    WOI:WIC:CreateWorkOrder_095_AssocCIGetProdDatasetId

    WOI:WIC:CreateWorkOrder_091_CheckRequestedFor

    WOI:WIC:CreateWorkOrder_091_CheckRequestedBy

    WOI:WIC:CreateWorkOrder_092_SetRequestedForWhenNull

    WOI:WIC:CreateWorkOrder_092_CheckForTemplate01

    WOI:WIC:CreateWorkOrder_092_SetRequestedForEmail

    WOI:WIC:CreateWorkOrder_092_SetRequestedForPhone

    WOI:WIC:CreateWorkOrder_093_CheckForTemplate02_CallSetFieldsGuide

    WOI:WIC:CreateWorkOrder_093_CheckLocationInformation_Company

    WOI:WIC:CreateWorkOrder_094_CheckLocationInformation_Region

    WOI:WIC:CreateWorkOrder_095_CheckLocationInformation_SiteGroup

    WOI:WIC:CreateWorkOrder_98_AssocServiceCI_SetInfo

    WOI:WIC:CreateWorkOrder_096_CheckLocationInformation_Site

    WOI:WIC:CreateWorkOrder_097_CheckLocationInformation_NotFound_SetFromReqFor

    WOI:WIC:CreateWorkOrder_SetPriority

    WOI:WIC:CreateWorkOrder_SetWorkOrderType

    WOI:WIC:CreateWorkOrder_100`!

    WOI:WIC:PermissionGroups_SetID

    WOI:WIC:CreateWorkOrder_105_UpdateRequest

    WOI:WIC:CreateWO_125_WorklogSetID

    WOI:WIC:CreateWO_126_WorklogSetAccessFlag

    WOI:WIC:CreateWO_127_WorklogSecureFlag

    WOI:WIC:CreateWO_130_CreateWorklogCG

     

     

     

     

    Step 2.  Modify the new WOI:WIC:CreateWorkOrder_090_SetWOINumber`! filter you created

    Remove the Set Field action that sets WorkOrder_ID = $LASTID$.  Leave the Push Action alone.

     

     

     

     

    Step 3.  Modify the new WOI:WIC:CreateWorkOrder_100`! filter you created

    1. Uncheck "Matching Ids" checkbox in the Push Action
    2. Select "Auto Map..." button in the Push Action
    3. Select "Match Ids" radio button.  Select OK
    4. Add the following field and value row to the Push Action:  Work Order ID = $LASTID$

     

    Now, you're probably wondering why we're bothering with adding Work Order ID = $LASTID$ instead of allowing the WOI:WIC:CreateWorkOrder_090_SetWOINumber`! filter take care of the number generation.  I ran into complications of workflow when the Work Order ID was set to the WOI:WorkOrderInterface_CREATE form...so I decided to simply not include it in the initial Set Fields.  Instead, the workflow still requests for a new Work Order ID to be created in the WOI:WIC:CreateWorkOrder_090_SetWOINumber`! filter, but we just push the new Work Order ID using the $LASTID$ keyword in the Push Action of the WOI:WIC:CreateWorkOrder_100`! filter.

     

     

     

     

    Step 4.  Prepare your .CSV file

    Prepare your .CSV file by adding the columns you want to import into the WOI:WorkOrderInterface_Create form, and ultimately push to WOI:WorkOrder to create a Work Order.  The two sections below are the bare minimum I could identify that you need to add to your spreadsheet without causing errors or processing issues.  You can certainly add more stuff as you wish, but just be aware that some fields may have workflow behind them as they hit the Create form.

     

    Each column of your CSV is a field and must be the exact field name that's contained on the WOI:WorkOrderInterface_Create form.  Each row is a single Work Order that will be created. You must contain data in each cell.  BMC's Import Tool doesn't like Null values.

     

    You will need the following columns if you want to create a simple Work Order without a worknote

    Company

    Location Company

    Customer Company

    Customer First Name

    Customer Last Name

    Detailed Description

    Summary

    Request Manager Company

    Manager Support Organization

    Manager Support Group Name

    Request Manager

    Support Company

    Support Organization

    Support Group Name

    Request Assignee

    Submitter

    RequesterLoginID

    Work Order Type

     

    You will need the following columns if you want to create a simple Work Order with a single Work Details worknote

    Company

    Location Company

    Customer Company

    Customer First Name

    Customer Last Name

    Detailed Description

    Summary

    Request Manager Company

    Manager Support Organization

    Manager Support Group Name

    Request Manager

    Support Company

    Support Organization

    Support Group Name

    Request Assignee

    z1D_WorklogDetails

    z1D_Details

    z1D_Summary

    Secure Work Log

    z1D_ActivityDate_tab

    Submitter

    RequesterLoginID

    Work Order Type

     

     

     

     

    Step 5.  Import your .CSV file using BMC's Data Import Tool

    Note: I'm using BMC Remedy Data Import Version: 8.1.00.  Also assumes you're using default settings.

    1. Select "Create a new mapping file"
    2. Select your Source Data File (which is your awesome new .CSV file filled with lots of nifty work orders waiting to be created)
    3. Select the "Contains Field Titles" checkbox
    4. Select your Target Server.
    5. Select the WOI:WorkOrderInterface_Create form in the "Target Form Name"
    6. Select "Auto Map" button
    7. Select "Start Importing Records from the Import File"
    8. Go verify your Work Orders were created once the job is done

     

     

     

     

    Other Items of Note

    For our system, it takes about 2 seconds to create each Work Order.  That's quick!

     

    Records on the WOI:WorkOrderInterface_Create form are deleted automatically from a combination of the following filters:

    INT:FNDSRS:WOI:CLNDelWorkOrderInterface_725

    WOI:WIC:DeleteInterfaceRecord_500

     

    Be aware that you may receive a LOT of email notifications as you import.  We opted to customize some of the notifications to fail with the Work Order import process, so our staff wouldn't get bombarded with emails.  Keep it in mind.

     

    Enjoy and good luck!

    -Matt