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BMC Helix Operations Management Migration Service


This Service migrates Customer’s TrueSight Operations Management (TSOM) or BMC Proactive Performance Management (BPPM) implementation to BMC Helix Operations Management (BHOM). This includes monitoring configurations, event management rules and policies, integrations, dashboards, reports, and users.

What you get:

BMC will perform the following in one environment:

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 PATROL agents and Knowledge Modules (KMs)* that need to be upgraded

Prepare for Migration

  • Install and configure up to three event management cells
  • Assist Customer with installation and configuration of up to five 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 integrate BMC PATROL agents into BHOM


  • Migrate TSOM or BPPM Central Monitoring Administration (CMA) policies
  • Replace up to 120 event management rules and 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
  • Assist Customer with migrating up to 20 event sources
  • Migrate up to 10 event views and dashboards to BMC Helix dashboards
  • Migrate up to five reports from TrueSight reporting to BMC Helix dashboards. Each report to include up to 10 metrics or 10 event definitions and up to two data sources.
  • Ingest topology data from BMC CMDB or ServiceNow® CMDB
  • Integrate to BMC Helix ITSM or ServiceNow® ITSM to create incident tickets

Validate and Deliver

  • Prepare Construction Document
  • Prepare Test Strategy and System Test Plan
  • Assist Customer with functional testing
  • Provide up to three days 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 PATROL agents will be installed
    • Servers, applications, and systems to be monitored
    • Systems to be integrated
    • BMC Helix environment
  • Conducting functional testing
  • Upgrading BMC PATROL agents and KMs
  • Installing any new BMC PATROL Agents
  • Migrating any custom KMs
  • Installing and configuring forward proxy servers if required for PATROL metrics
  • Deploying configurations to additional environments

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

Delivery Options Success Credits Required
Standard Delivery* 
Country-Specific Staffing* 


Project Milestones: The following Milestones are established between the Customer and BMC. Once BMC has reached a milestone, the BMC project manager will issue a milestone completion letter to Customer.

  • Milestone 1: Upon delivery of the Project Schedule
  • Milestone 2: Upon delivery and approval of the Migration Design Document
  • Milestone 3: Upon delivery and approval of the Construction Document
  • Milestone 4: Upon completion of the Project Closeout meeting and the delivery of the project completion letter

Deliverables: Using BMC’s 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 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.


  • 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 PATROL agent version is 21.02 or higher

Additional information:

  • Estimated Duration: 16 weeks
  • In-scope Product: BMC Helix Monitor
  • Service Type: Deployment
  • Availability: Inactive
  • Success Service Code: BHOM_MIGR_002_OFFSHORE, BHOM_MIGR_002_ONSHORE
  • Date Last Updated: 12/27/2023

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