2 years ago

Admin. Guide Vol. 2 - NC State Remedy Implementation

Admin. Guide Vol. 2 - NC State Remedy Implementation

Preparing the New

Preparing the New EnvironmentWhen you have exported the definitions and data, prepare the new serverenvironment by installing the AR System on the new server. After you installthe AR System on the new server, do not install any new forms or removethem after installation.To remove the forms, complete the installation, and then delete the formsmanually. You can then import the original forms without causing definitionconflicts.Importing the Original Definitions and DataAfter you install the AR System on the new server, you can import the originaldefinitions.If you removed or did not install definitions, log in as Demo to run the clienttools. Import the definitions, and then import the data files for each form.When you have finished importing the User form data, log in again as theadministrator if you did not have a Demo user in your original data.If you have a User form request with a Request ID field value of 1, thatrequest is treated as the Demo user when the import is complete. This is not aproblem if you modified the Demo request for an administrator. If you did notmodify this request, but deleted it instead, you might lose your administratoraccess when you import the original data to the new environment.Note:Merge filters execute when you import data by using RemedyImport. If you do not want these filters to activate, disable themthrough Remedy Administrator prior to importing your data.➤Importing the AR System Definitions and Data1. Open Remedy Administrator.2. Choose Tools → Import Definitions.The Import Definitions dialog box appears.3. Select the definitions file that you saved.9-8 Action Request System Administrator’s Guide, Volume 2

Overview4. Select all filters, active links, escalations, character menus, and relevantdistributed mappings.5. Select the Select All Items check box.6. Click Import.7. Close Remedy Administrator.8. Open Remedy Import.9. Choose File → Preferences, and set the following preferences.a. Select the Data tab.b. Select the Disable Fields’ Pattern Matching check box.This check box defines if pattern matching is enforced by the serverduring the import operation. If the check box is selected, the recordsare imported, even if the data in a field does not match the specifiedpattern.c. Select the Make Required Fields Optional During Input check box.This check box defines if required field that are not core fields aretreated as optional during the import operation. If the check box isselected, required fields that are not core fields are treated as optional.10. Select each form and the file containing data for that form, and thenimport the data.11. Close Remedy Import.Note:An alternative to this approach is to import your forms first,import your data, and then import your workflow. This preventsfilters from modifying your data upon import without requiringyou to disable the filters. If you choose this alternate method,disable pattern and field checking when you import your data(see step 9 on page 9-9 for more information).Technical Essays 9-9

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