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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 using the migration tool, integrations, dashboards, reports, and users.

What you get:

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

BMC will perform the following in one environment:

Small – See table below

  • e.g. A limited number of configurations to migrate that fall within the correlating table below:
    • Few deviations from out of the box (OOTB) configurations
    • Few examples migrated for them by BMC and then complete the rest on their own

Medium – See table below

  • e.g. A number of configurations to be migrated that fall within the correlating table below:
    • The Customer has a number of configurations but within the specified limits.
    • The Customer would like BMC to do a respectable number of migrations to meet initial objectives and complete the migration on their own.

Large/Complex – See table below

  • e.g. An extensive set of complex configurations to be migrated that fall within the correlating table below:
    • An end-to-end migration for Customers with extensive or complex configurations.

There may be a need to purchase additional success subscriptions if configurations exceed the limits listed in the correlating table below.

BMC will provide this Service with one or many of the approaches below:

Options Small Medium Large/Complex Extended Duration
Patrol Agents
Event Management Rules/Policies
Other Event Sources
Dashboards and Reports
Standard Delivery Credits Required
Country-Specific Staffing
Estimated Duration
8 weeks
16 weeks
24 weeks
8 weeks

The options of Small, Medium & Large/Complex provide Customers with the choice of creating additional services with varying complexity within their Digital Workplace catalog.

The Extended Duration option is only available to redeem with the redemption of a small, medium or large option, per the table above.

The Extended Duration option provides Customers with the opportunity of redeeming more time for this service and its associated efforts. 

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 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 PATROL agents into BHOM (Customer Responsibility)


  • 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 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

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 the 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:

  • In-scope Product: BMC Helix Monitor
  • Service Type: Deployment
  • Availability: Active
  • Success Service Code:
  • Date Last Updated: 3/13/2024

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