What you get:

BMC Helix will perform the following in a non-production environment with a copy to a production environment, if needed:

BMC Helix will perform the following:

Analyze and Design

• Conduct a workshop to analyze the existing TSOM or BPPM implementation
• Prepare a Migration Design Document with a migration plan and an assessment of BMC Helix PATROL agents and Knowledge Modules (KMs)* that need to be upgraded

Prepare for Migration

• Install and configure up to 3 event management cells
• Assist Customer with installing and configuring up to 5 forward proxy servers if required for PATROL metrics
• Migrate groups, users, and permissions from Remedy Single Sign On (SSO) to BMC Helix SSO
• Provide scripts and procedures for Customer to migrate BMC Helix PATROL agents into BHOM (Customer Responsibility)

Migrate

• Migrate up to 50 TSOM or BPPM Central Monitoring Administration (CMA) policies using migration tools
• Replace up to 120 event management rules and up to 10 policies with BHOM policies
• Create up to 100 event and data classes in BHOM
• Migrate up to 12 data tables to dynamic enrichment policies
• Perform up to 5 Outbound Integrations
• Configure up to 250 Event Rules and Policies
• Configure up to 10 Inbound Integrations and II installs on DMZ and on-prem GT
• Build up to 5 Dashboards and Reports in Non-Production environment and migrate the same in Production environment
• Assist Customer with migrating up to 20 event sources
• Migrate up to 10 event views and dashboards to Helix Dashboards
• Migrate up to 5 reports from TrueSight reporting to Helix Dashboards The report includes up to 10 metrics or 10 event definitions and up to two data sources
• Integrate to BMC Helix ITSM or ServiceNow® ITSM to create incident tickets using OOTB integrations
• Service Model migrations are currently not in scope within this service

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 production

Customer will be responsible for:

• Providing access to:
  • Monitoring and event management administrators
  • Subject matter experts
  • Available documentation on the current monitoring environment
• Providing access and privileges to:
  • Servers where BMC Helix PATROL agents will be installed
  • Servers, applications, and systems to be monitored
  • Systems to be integrated
  • BMC Helix environment
• Conducting functional testing 
• Upgrading BMC Helix PATROL agents and KMs
• Installing any new BMC Helix PATROL Agents
• Migrating any custom KMs
• Installing and configuring forward proxy servers if required for PATROL metrics
• Deploying configurations to additional 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 the Service when the in-scope Service have been completed and the Deliverables have been reviewed in accordance with the Terms of Use and 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 the monitoring environment and BHOM
• Some integrations may require additional licensing
• Minimum BMC Helix PATROL agent version is 25.1 or higher

Additional information:

• Estimated Duration: 12 - 14 Weeks
• In-scope Product: Helix Operations Management
• Service Type: Activate
• Owner: Helix
• Success Service Code:
  • BHOM_MIGR_003_OFFSHORE
  • BHOM_MIGR_003_ONSHORE
• Date Last Updated: 09/28/2026