What you get:

BMC Helix will perform the following based on the selected levers: (See table below)

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

As seen in the table below, BMC Helix will perform one or more of the following:

• The Items and Quantity(ies) (QTY) listed below will be migrated for the Customer as standard practice within this service.
• If the Customer would like BMC Helix to perform incremental migration activities that fall outside of the Quantities listed below, Additional Quantities can be acquired to match the Customers current TSOM environment being migrated.
• Alternatively, the Customer can have BMC Helix perform the migration items within the limits listed below and complete the rest independently.

BMC Helix will provide this Service with one of the delivery types listed below:

Additional Quantity Options:

Analyze and Design

• Conduct a workshop to analyze the existing TSOM or BPPM implementation
• Prepare 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 event management cells
• Assist Customer with installation and configuration of 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 TSOM or BPPM Central Monitoring Administration (CMA) policies using migration tools
• Replace event management rules and policies with BHOM policies
• Create event and data classes in BHOM
• Migrate data tables to dynamic enrichment policies
• Assist Customer with migrating event sources
• Migrate event views and dashboards to Helix Dashboards
• Migrate 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

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 monitoring environment and BHOM
• Some integrations may require additional licensing
• Minimum BMC Helix PATROL agent version is 25.1 or higher

Additional information:

• In-scope Product: BMC Helix Monitor
• Service Type: Activate
• Owner: Helix
• Success Service Code:
  • BHOM_MIGR_002_OFFSHORE
  • BHOM_MIGR_002_ONSHORE
  • BHOM_OBIN_002_OFFSHORE
  • BHOM_OBIN_002_ONSHORE
  • BHOM_RULE_002_OFFSHORE
  • BHOM_RULE_002_ONSHORE
  • BHOM_IBIN_002_OFFSHORE
  • BHOM_IBIN_002_ONSHORE
  • BHOM_DASH_002_OFFSHORE
  • BHOM_DASH_002_ONSHORE
• Date Last Updated: 04/03/2026

Related Resources:

Additional BMC Helix Services:

As part of your ongoing adoption and extension of BMC Helix capabilities and solutions, the following services complement this one:

• AIOps Advisory Service
  • This Service will assess an organization’s current state and provide a future state roadmap to implement AIOps.
• BMC Helix Dashboards and Reporting Starter Service
  • This Service will leverage and configure best-in-class dashboards to support BMC Helix customers and their business needs.
• BMC Helix Discovery Starter Service
  • This Service will configure CMDB and BMC Helix Discovery to discover datacenter endpoints, providing visibility across multi-cloud environments.
• BMC Helix Monitoring Starter Service
  • This Service configures a base operating system monitoring solution, providing visibility into infrastructure and business services.
• BMC Helix Event Management Starter Service
  • This Service enables event management activities related to event enrichment, blackout, suppression, correlation, and notification.
• Accelerator: AIOps Anomaly Detection
  • This Service configures policies that leverage AIOps functionality to monitor the health of systems and applications.