Going forward, on any of your virgin ITSM apps or out of the box Remedy
products, its good to NOT modify the existing code directly, but disable
what you want to modify, rename the code with a postfix and SAVE AS, so that
the modified code remains next to the original, so that after any upgrade or
patch, the original is found or detected by the install script, and then you
can decide whether you let the original be as it is and disable the modified
code or disable the original once again and continue using the modified.

Its the best practice on any virgin OTB apps that I have come across.. Easy
to maintain and document, and less painful to migrate, patch or upgrade...

While performing modifications on the form itself by way of adding fields,
STAY CLEAR of the range of field ID's Remedy are likely to use on future
patches or upgrades. I usually use field ID's in the 7, 8 or 9 million
range. DO NOT delete fields (of any kind) you do not want to use. Hide them.

USE the Change History on the form, fields or workflow wherever possible to
document reasons for change and the content of change itself..

Joe D'Souza

-----Original Message-----
From: Action Request System discussion list(ARSList)
[mailto:[EMAIL PROTECTED] Behalf Of Barber, Dave
Sent: Tuesday, November 06, 2007 9:43 AM
To: [email protected]
Subject: Re: What has been customized.


A third on that as well.

I managed a migration from v4 to v6 apps, and decided eventually to drop
virtually every bespoke change that had been made - just a couple of
essential pieces of data were added to the main helpdesk form, and
keeping the look similar to the standard v6 apps, but putting some of
the fields users were used to seeing in easily accessible locations.  It
was also made a little more "interesting" by the documentation for the
changes prior to my working on the system were somewhat basic, sometimes
verging on non-existent.

Also, when you do finally go through the process of migrating from 6 to
7, document the changes, and follow the various guidelines that are
around for handling the changes as well.

Good luck with the migration.

Regards

Dave
Ps. We're going to be going through an ITSM5 to 7 change at some point
in the not-too-distant future, should be most "interesting".

-----Original Message-----
From: Action Request System discussion list(ARSList)
[mailto:[EMAIL PROTECTED] On Behalf Of William Rentfrow
Sent: 06 November 2007 13:19
To: [email protected]
Subject: Re: What has been customized.

I'll second that - I might go so far as to say skip detailing what the
differences are between the base product in 6 and what you've
customized.  That's really not the problem you are trying to solve.

Instead sit down and really document the business requirements.  Then
match those to the functionality in 7 (which can take a while since ITSM
7 is much more robust than 6 was).  Identify all the areas where
functionality is lacking and customize accordingly.

We are in the process of doing this for a major Federal customer who
previously had customized extensively.  We still have to do some minor
customization to fulfill their needs but by using base product features
we've avoided literally hundreds of minor and several major
customizations.  The only ones we've had to customize for so far are
things like:

-Telephony Integration
-Custom data loads and integrations
-Data Display (ie, need employee ID# in the "Search People" window)
-Several custom data fields - we keep these on a separate tab in the
HPD:HelpDesk form in Incident to make future migration easier.

William Rentfrow
Principal Consultant, StrataCom
[EMAIL PROTECTED]
O 952-432-0227
C 701-306-6157

________________________________

From: Action Request System discussion list(ARSList) on behalf of
Murtuza B
Sent: Tue 11/6/2007 6:55 AM
To: [email protected]
Subject: Re: What has been customized.


**
Hi Frex,

Rather than looking @ specific workflow and fields that were customized,
I would suggest you look only @ broad functionality.

If you know how an OOTB 6.0 installation works, you can know broadly
what basic functions have been added / customized in your install.
Interact with daily users of the apps.
After that you can chk what is already available on 7.0 & cross them off
the list. The rest can be implemented in the new version if still
required.

It is my opinion that it is generally useless to carry unwanted baggage
from previous releases. Also, since the ITSM workflow in 7.0 is very
different from 6.0, you cannot hope to actually move any workflow
directly to the new version, unless it is an independant application.

HTH.

Murtuza.

________________________________

From: Action Request System discussion list(ARSList)
[mailto:[EMAIL PROTECTED] On Behalf Of Frex Popo
Sent: Tuesday, November 06, 2007 1:29 PM
To: [email protected]
Subject: What has been customized.


**
Hello everyone,

I am planning to upgrade to ITSM 7.0. I have ITSM 6.0 at the moment and
do not know what has been added, changed or removed (customised) in the
current installation.

One way of finding out, I am thinking, is to install ITSM6.0 from
afreash on a seperate machine and use Migrator to run a diff reports
between similar sets of object on both installations.

Is this the best way in going about it or is there another easy way?
Anything that you think I should bear in mind etc.

Kind Regards

Frex.
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