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Remedy Migrations: 
Success Cookbooks & Tales from the 
Field When Moving to the Cloud 
Al Lawlor: EUC Practice Lead 
Long View Systems 
Rick Brooks-Hill: Director Product Management 
BMC Remedy on Demand 
© Copyright 1 10/14/2014 BMC Software, Inc
Agenda 
1. Introduction 
Who is Long View and why did RoD make sense for our MSP business model? 
2. What we expected 
Rod Migration ‘cookbook’ with minor tweaks 
3. What we learned 
Cookbook modifications and partnership learnings 
4. Today 
How has Long View’s experience been on RoD after the successful Migration? 
© Copyright 2 10/14/2014 BMC Software, Inc
Who is Long View Systems? 
• Long View Systems is a North American IT 
solutions and services provider 
• Combines business and technology through a 
Hybrid IT methodology 
• One such LVS hybrid solution offering is ITSM 
• Long View’s MSP model uses Remedy on 
Demand to manage over 200 customers’ ITSM 
offerings 
© Copyright 3 10/14/2014 BMC Software, Inc
Why LV Migrated to Remedy on Demand 
• 5 year operational cost savings of 42% 
• Allow Long View to concentrate on the ITSM 
business, not the infrastructure behind the ITSM 
business 
• Allow for a more optimized version management 
process 
• Further enhance partnership with BMC 
• Become more competitive in the market 
© Copyright 4 10/14/2014 BMC Software, Inc
Financial Benefit 
Items we considered when projecting Remedy on Premise costs 
– License fees (one-time) 
– Maintenance & support (recurring) 
– Additional licenses per module based on project growth (one-time fee) 
– Maintenance and support based on additional licenses (recurring) 
– Infrastructure maintenance and support (annually) 
– Datacenter resources costs (annually) 
– Infrastructure refresh (one-time) 
Items we considered when projecting Remedy OnDemand 
– Activation fee (one-time) 
– Subscription fee (annually) 
– Subscription fee increase based on additional licenses (annually after first year) 
– Support staff license has access to all modules, based on permissions, No limit to end users 
for SRM 
© Copyright 5 10/14/2014 BMC Software, Inc
Remedy OnDemand Just Gets Better 
with Long View 
Remedy 
OnDemand 
Enhancements 
& Successes Non-Unicode 
DBs Now 
Supported 
© Copyright 6 10/14/2014 BMC Software, Inc 
CMDB Handling 
Fix for Non- 
Unicode Staging 
System Meta- 
Data 
Post Fixes, 
Migration Took 
Only 20 Days 
Bugs Removed 
Quickly with 
Post Cutover, Overlays 
Only One 
Weekend to Full 
Production 
Cookbook Migration Process 
to Remedy OnDemand Steps 1 to 5 
01 
02 
03 
04 
05 
BMC Imports 
On-Premises 
Production 
Database 
Install Entire 
Remedy 
OnDemand Stack 
in BMC 
Cloud 
Migrate Data to 
RoD Staging 
Delta Data 
Migration 
(DDM) 
Restore DB on 
BMC Staging 
Apply 
Customizations & 
Integrations on 
RoD Dev 
Platform 
Promote Custom 
Work to 
Production & 
Validate 
Go 
Live
What we expected 
• To migrate using the standard BMC migration 
cookbook 
• LVS had customizations that while not extensive did 
require mitigation 
• LVS data retention policies did not match RoD 
• LVS would upgrade a copy of their system to the 
required RoD levels and give that database to BMC 
RoD operations 
• VPN between BMC RoD and LVS to facilitate 
integrations (LDAP, event mgmt. tool integration) 
© Copyright 7 10/14/2014 BMC Software, Inc
What we learned 
Original LVS implementation 
was NOT Unicode 
• Upgraded database could not be restored in 
the RoD environment 
• Unicode requirement not covered in the 
original workshop 
• Necessary to build Unicode staging server, 
move data to it 
• Delay in project due to problems 
encountered during movement of data (both 
application and infrastructure-related) 
© Copyright 8 10/14/2014 BMC Software, Inc 
Atrium CMDB meta-data corrupted 
given Unicode Complications 
• Caused by data migration 
• Fieldid 179 is NOT a unique index in the 
OBJSTR:* forms that comprise the Atrium 
meta-data 
• Copying data caused duplicate 
records/missing records 
• Atrium server process would not start
Final Cutover 
Stage One 
• After a good Unicode staging 
server was constructed it was 20 
days to final cutover 
• DDM to move 3 months worth of 
data from production server to 
new Unicode system 
• Used SQL transaction log backups 
and did ‘manual’ log shipping via 
FTP 
© Copyright 9 10/14/2014 BMC Software, Inc 
Stage Two 
• BMC-required hot fixes applied to Unicode server 
• BMC audits Unicode DB 
• Production server turned off 
• Final DDM run, final run of multi-tenancy update 
• Final transaction log sent to BMC 
• BMC does ‘pre-production’ preparation 
• System turned over to LVS 
• Signoff by LVS technical staff, LVS stakeholders (Service Desk, 
NOC) 
• ‘Burn in’ period over a weekend
Lessons Learned 
People and Partnership 
• Partnership with BMC was important to the entire process 
• Good LVS technical resources were important to the project 
• Timely access to BMC 3rd/4th level technical resources were 
appreciated 
• BMC project manager familiar with RoD 
implementation/migration was a huge help 
© Copyright 10 10/14/2014 BMC Software, Inc
Lessons Learned 
Technical 
• BMC has added Unicode theme to Migration Cookbook 
• Migration to Unicode server should NOT use DDM 
• BMC needs to coach its partners better on testing 
• LVS needs to improve some of its testing discipline 
© Copyright 11 10/14/2014 BMC Software, Inc
Remedy OnDemand Just Gets Better 
with Long View 
Remedy 
OnDemand 
Enhancements 
& Successes Non-Unicode 
DBs Now 
Supported 
© Copyright 12 10/14/2014 BMC Software, Inc 
CMDB Handling 
Fix for Non- 
Unicode Staging 
System Meta- 
Data 
Post Fixes, 
Migration Took 
Only 20 Days 
Bugs Removed 
Quickly with 
Post Cutover, Overlays 
Only One 
Weekend to Full 
Production 
Cookbook Migration Process 
to Remedy OnDemand Steps 1 to 5 
01 
02 
03 
04 
05 
BMC Imports 
On-Premises 
Production 
Database 
Install Entire 
Remedy 
OnDemand Stack 
in BMC 
Cloud 
Migrate Data to 
RoD Staging 
Delta Data 
Migration 
(DDM) 
Restore DB on 
BMC Staging 
Apply 
Customizations & 
Integrations on 
RoD Dev 
Platform 
Promote Custom 
Work to 
Production & 
Validate 
Go 
Live
Today 
We’re Pleased! 
Remedy on Demand is more than meeting our needs 
• In full production 
• Have implemented multiple customizations - - the RoD 
CAB approval process is not onerous and has not 
rejected any customization requests 
• Implementing MyIT 
• UDM/Pentaho used for various integration points 
© Copyright 13 10/14/2014 BMC Software, Inc
Thank You. 
© Copyright 14 10/14/2014 BMC Software, Inc

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BMC Engage 2014: Remedy Migrations from the Field

  • 1. Remedy Migrations: Success Cookbooks & Tales from the Field When Moving to the Cloud Al Lawlor: EUC Practice Lead Long View Systems Rick Brooks-Hill: Director Product Management BMC Remedy on Demand © Copyright 1 10/14/2014 BMC Software, Inc
  • 2. Agenda 1. Introduction Who is Long View and why did RoD make sense for our MSP business model? 2. What we expected Rod Migration ‘cookbook’ with minor tweaks 3. What we learned Cookbook modifications and partnership learnings 4. Today How has Long View’s experience been on RoD after the successful Migration? © Copyright 2 10/14/2014 BMC Software, Inc
  • 3. Who is Long View Systems? • Long View Systems is a North American IT solutions and services provider • Combines business and technology through a Hybrid IT methodology • One such LVS hybrid solution offering is ITSM • Long View’s MSP model uses Remedy on Demand to manage over 200 customers’ ITSM offerings © Copyright 3 10/14/2014 BMC Software, Inc
  • 4. Why LV Migrated to Remedy on Demand • 5 year operational cost savings of 42% • Allow Long View to concentrate on the ITSM business, not the infrastructure behind the ITSM business • Allow for a more optimized version management process • Further enhance partnership with BMC • Become more competitive in the market © Copyright 4 10/14/2014 BMC Software, Inc
  • 5. Financial Benefit Items we considered when projecting Remedy on Premise costs – License fees (one-time) – Maintenance & support (recurring) – Additional licenses per module based on project growth (one-time fee) – Maintenance and support based on additional licenses (recurring) – Infrastructure maintenance and support (annually) – Datacenter resources costs (annually) – Infrastructure refresh (one-time) Items we considered when projecting Remedy OnDemand – Activation fee (one-time) – Subscription fee (annually) – Subscription fee increase based on additional licenses (annually after first year) – Support staff license has access to all modules, based on permissions, No limit to end users for SRM © Copyright 5 10/14/2014 BMC Software, Inc
  • 6. Remedy OnDemand Just Gets Better with Long View Remedy OnDemand Enhancements & Successes Non-Unicode DBs Now Supported © Copyright 6 10/14/2014 BMC Software, Inc CMDB Handling Fix for Non- Unicode Staging System Meta- Data Post Fixes, Migration Took Only 20 Days Bugs Removed Quickly with Post Cutover, Overlays Only One Weekend to Full Production Cookbook Migration Process to Remedy OnDemand Steps 1 to 5 01 02 03 04 05 BMC Imports On-Premises Production Database Install Entire Remedy OnDemand Stack in BMC Cloud Migrate Data to RoD Staging Delta Data Migration (DDM) Restore DB on BMC Staging Apply Customizations & Integrations on RoD Dev Platform Promote Custom Work to Production & Validate Go Live
  • 7. What we expected • To migrate using the standard BMC migration cookbook • LVS had customizations that while not extensive did require mitigation • LVS data retention policies did not match RoD • LVS would upgrade a copy of their system to the required RoD levels and give that database to BMC RoD operations • VPN between BMC RoD and LVS to facilitate integrations (LDAP, event mgmt. tool integration) © Copyright 7 10/14/2014 BMC Software, Inc
  • 8. What we learned Original LVS implementation was NOT Unicode • Upgraded database could not be restored in the RoD environment • Unicode requirement not covered in the original workshop • Necessary to build Unicode staging server, move data to it • Delay in project due to problems encountered during movement of data (both application and infrastructure-related) © Copyright 8 10/14/2014 BMC Software, Inc Atrium CMDB meta-data corrupted given Unicode Complications • Caused by data migration • Fieldid 179 is NOT a unique index in the OBJSTR:* forms that comprise the Atrium meta-data • Copying data caused duplicate records/missing records • Atrium server process would not start
  • 9. Final Cutover Stage One • After a good Unicode staging server was constructed it was 20 days to final cutover • DDM to move 3 months worth of data from production server to new Unicode system • Used SQL transaction log backups and did ‘manual’ log shipping via FTP © Copyright 9 10/14/2014 BMC Software, Inc Stage Two • BMC-required hot fixes applied to Unicode server • BMC audits Unicode DB • Production server turned off • Final DDM run, final run of multi-tenancy update • Final transaction log sent to BMC • BMC does ‘pre-production’ preparation • System turned over to LVS • Signoff by LVS technical staff, LVS stakeholders (Service Desk, NOC) • ‘Burn in’ period over a weekend
  • 10. Lessons Learned People and Partnership • Partnership with BMC was important to the entire process • Good LVS technical resources were important to the project • Timely access to BMC 3rd/4th level technical resources were appreciated • BMC project manager familiar with RoD implementation/migration was a huge help © Copyright 10 10/14/2014 BMC Software, Inc
  • 11. Lessons Learned Technical • BMC has added Unicode theme to Migration Cookbook • Migration to Unicode server should NOT use DDM • BMC needs to coach its partners better on testing • LVS needs to improve some of its testing discipline © Copyright 11 10/14/2014 BMC Software, Inc
  • 12. Remedy OnDemand Just Gets Better with Long View Remedy OnDemand Enhancements & Successes Non-Unicode DBs Now Supported © Copyright 12 10/14/2014 BMC Software, Inc CMDB Handling Fix for Non- Unicode Staging System Meta- Data Post Fixes, Migration Took Only 20 Days Bugs Removed Quickly with Post Cutover, Overlays Only One Weekend to Full Production Cookbook Migration Process to Remedy OnDemand Steps 1 to 5 01 02 03 04 05 BMC Imports On-Premises Production Database Install Entire Remedy OnDemand Stack in BMC Cloud Migrate Data to RoD Staging Delta Data Migration (DDM) Restore DB on BMC Staging Apply Customizations & Integrations on RoD Dev Platform Promote Custom Work to Production & Validate Go Live
  • 13. Today We’re Pleased! Remedy on Demand is more than meeting our needs • In full production • Have implemented multiple customizations - - the RoD CAB approval process is not onerous and has not rejected any customization requests • Implementing MyIT • UDM/Pentaho used for various integration points © Copyright 13 10/14/2014 BMC Software, Inc
  • 14. Thank You. © Copyright 14 10/14/2014 BMC Software, Inc

Editor's Notes

  1. Rick – kick it off Intros (Kevin, Al, Rick) Who are we appealing to: Why Technical Business/Mgmt Expectation of Flow Expectation of making it interactive – remind people to ask question in flight Reminder of Takeaway
  2. Al – all Al (2 mintues)
  3. Al: 3- 5 minutes
  4. Al’s $$$ analysis (On Prem -> On Demand) (
  5. Al – what we expected (5 minutes)
  6. Al/Kevin – 10 minutes – extra phase
  7. 5 minutes
  8. Joint – 3 minutes
  9. Joint – 3 minutes
  10. Joint – 3 minutes