What you get:

BMC Helix will perform the following in two environments (Three days allotted for 2^nd environment)

Analyze and Design

• Conduct a workshop to analyze the existing BMC Helix On Premise Discovery implementation and provide overview of the migration process
• Prepare Migration Design Document with tasks required to support the migration to BMC Helix Discovery
• Review findings and overview of the migration plan with Customer stakeholders

Prepare for Migration

• Install and configure up to three BMC Helix On Premise Discovery Outposts (“Outposts”)
• Migrate groups, users, and permissions from BMC Helix On Premise Discovery to BMC Helix Single Sign-On and BMC Helix Discovery

Migrate

• Migrate up to 10 application models and convert to Blueprints* where possible 
• Migrate credentials using migration tools
• Re-configure up to 25 scheduled discovery runs
• Configure integration to one of either BMC Helix CMDB or ServiceNow^® CMDB (if integration already exists for BMC Helix On Premise Discovery)

Validate and Deliver

• Prepare Construction Document
• Prepare Test Strategy and System Test Plan
• Assist Customer with functional testing
• Provide up to three days of assistance with deployment to configuring Customer’s second environment

Customer will be responsible for:

• Provisioning Outposts infrastructure as required
• Providing access to:
  • BMC Helix On Premise Discovery administrators
  • Subject matter experts
  • Available documentation on the current BMC Helix On Premise Discovery environment

• Providing access and privileges to:
  • Existing BMC Helix On Premise Discovery appliance
  • Servers, applications, and systems to be discovered (if required)
  • Systems to be integrated
  • BMC Helix environment
• Conducting functional testing, including creating functional test plan
• Deploying configurations to additional BMC Helix Discovery environments

BMC Helix will provide this service with one of the approaches below:

Deliverables: Using BMC Helix standard methodology and templates, the following Deliverables are in scope for this project and will be delivered:

• Project Schedule
• Project Status Report
• Migration Design Document
• Construction Document
• Test Strategy and System Test Plan

Completion Criteria: BMC Helix will have completed these Consulting Services when the in-scope Consulting Services have been completed and the Deliverables have been delivered to the Customer Project Manager.

Pre-requisites:

• For non-SaaS migrations, the BMC Helix platform must already be implemented
• Firewall ports must be open between BMC Helix Discovery environment and Outposts and between Outposts and Customer’s network

Additional information:

• Estimated Duration: 5 weeks
• In-scope Products: BMC Helix Discovery
• Service Type: Activate
• Owner: Helix
• Success Service Code: DISC_MIGR_004_OFFSHORE DISC_MIGR_004_ONSHORE
• Date Last Updated: 04/01/2026