Using the SMS Migration Utility


Overview

Tasks

Included with

Tivoli Asset Management

Overview

About the SMS migration utility

SMS (Systems Management Server) is a network management application from Microsoft. SMS enables you to scan and retrieve information about both the hardware configuration and installed software on the computers connected to a local area network. The information collected from the computers is organized in an SQL Server database (the SMS database) and can be retrieved using the SMS management tools.

You use the SMS option from the Migration utility to populate and update the your database with information stored in the SMS database.

In order for the Migration utility to find and access the information in the SMS database, you must first configure your SMS data source, then migrate the SMS ID values from the SMS database to either the Asset_Tag or the Alternate_Tag field in the your database.

The SMS ID uniquely identifies the information stored for each computer found by the SMS network-management system. By migrating the SMS ID to your database, the Migration utility creates a relationship between the two databases, enabling Tivoli Asset Management to find and display SMS data without replicating it.

You can also map SMS fields to be migrated to the following tables in your database:

  • IS_INVENTORY
  • PEOPLE
  • CONNECTION
  • ORGANIZATION

After you perform an SMS migration, users can:

  • Use SMS attributes for selection criteria
  • View SMS details for a selected asset
  • View a list of SMS workstations and servers by category

You can also add SMS migrations to the Scheduler to schedule regular SMS migrations.

SMS migration prerequisites Before you can run an SMS migration, you must establish connectivity between Tivoli Asset Management and your SMS database. Establishing connectivity consists of a multi-step process:
  1. Specifying datasource selection for Microsoft SMS
  2. Configuring the SMS Data Source

The SMS Migration Utility dialog box

The SMS Migration Utility dialog box contains these tabs:
Tab Description
General This tab enables you to specify information about the migration, such as:
  • Entities to migrate
  • Mapping of the SMSID
  • SMS record selection
  • Insert and update options
Map This tab enables you to map an SMS table and attribute to a table and column in your database.

To access the SMS Migration Utility dialog box, do one of the following:

  • If you are using the Asset Management Utilities profile, from the Migration menu, choose SMS Mapping.
  • From the Help menu, choose Your System Profile and follow the instructions under SMS Mapping.

Tasks

Configuring an SMS data source To configure a SMS data source:
  1. Start the SQL Configuration Editor.
    Result: The SQL Configuration Editor dialog box appears.
  2. From the Sources list, select SMS.
  3. Choose Configure.
    Result: The Source Setup dialog box appears.
  4. In the Qualifier box, type dbo.
  5. In the Server box, type the name of the server where your SMS database resides.
  6. In the Database box, type the name of your SMS database.
  7. Leave the driver box set to the default.
  8. From the DBMS list, select the version of the database you are using for your SMS database.
    Note: The UID (user ID) and PWD (password) boxes must contain the user ID and password for the account you created for the SMS database. Also, the account must have select rights on the SMS tables.
  9. Choose OK.
    Result: The SQL Configuration Editor dialog box appears.
  10. Choose Test Connect.
    Result: The Test Connect to SMS dialog box appears.
    Note: If the program cannot open the SMS database, an error message appears. Check your configuration settings or contact your database administrator for assistance.
  11. Choose OK.
  12. From the SQL Configuration Editor dialog box, choose Exit.
Defining SMS migration options To define SMS migration options:
  1. Under Entities to Migrate, select the Inventory check box.
    Note: You must migrate from the Inventory entity as part of the SMS migration.
  2. Under Migration Options, select any, all, or none of the following check boxes:
    • Inventory - This options lets you migrate SMS data to the INVENTORY table.
    • Users - This option lets you migrate SMS data to the PEOPLE table.
    • Connections - This option lets you migrate SMS data to the CONNECTION table.
    • Organizations - This option lets you migrate SMS data to the ORGANIZATION table.
  3. Under Map SMSID to Asset Management, select one of the following:
    • Asset Tag - This option migrates the SMS ID as the Tivoli Asset Management asset tag.
    • Asset Alternate Tag - This option migrates the SMS ID as the Tivoli Asset Management alternate tag.
  4. Under Record Options, select one of the following:
    • Insert New Records Only - This option inserts an asset record for all SMS machines not found in your database from any previous SMS migration.
    • Update Existing by SMSID - This option updates Tivoli Asset Management information for SMS machines found in the Tivoli Asset Management database. It does not insert any new assets.
    • Update Existing by Machine Name - This option updates asset records in your database when the SMS machine name matches the connection name in the asset record
  5. If you want to migrate only the assets that have been scanned since a specific date, type the date in the Scan Date box.
    Note: The Migration utility uses the dates in the LastHWScan and LastSWScan fields of the SMS database WORKSTATIONSTATUS table to determine scan dates.
  6. If you want to migrate SMS data for a specific site, select the site name from the SMS Site list.
    Note: The Migration utility migrates all SMS sites to the CONNECTION table and sets the value of the Connection_Type field to NETWORK.
  7. Do one of the following:
    • If you want to migrate SMS data for a specific machine or a range of machines, choose Find.
      Result: All SMS items matching your selection criterion appear in the table.
    • If you want to migrate only a selected range of items, type the item number of the first item in the Start box, and the item number of the last item in the Stop box, then choose Find.
      Result: All SMS items matching your selection criterion appear in the table.
      Example: If 1,000 items are found, you can specify that you want to migrate the first 100 items by typing 1 in the Start box and 100 in the Stop box. If you want to migrate all the SMS items, leave the Start and Stop boxes blank.
  8. From the Datasource box, select the SMS data source you want to migrate from.
Specifying a field mapping To map an SMS database field:
  1. From the SMS Migration Utility dialog box, choose the Map tab.
    Result: The Map tab appears.
  2. Under Destination, from the Asset Entities list, select the database table you want to map to.
    Result: The corresponding database table and field (column) names appear in the Destination table.
  3. Under Source, from the SMS Groups list, select the SMS group you want to map from.
  4. Choose Add.
    Result: The corresponding SMS database table names and attributes (fields) appear in the Source table.
  5. From the Destination table, select the field you want to map to.
    Note: If Req'd equals TRUE for an item in the destination list, you must map a source item to it, either from an SMS Group or designate a default value.
  6. Do one of the following:
    • From the Source table, select a table and field to be mapped to the selected destination table and field.
    • In the default value box, type a default value to be mapped to the selected destination.
      Result: If you selected a destination table and field and specify a default value, the default value overrides the selected destination table and field.
  7. Choose Map.
    Result: If the two items are defined as different data types, an Information message appears.
  8. Choose Yes.
    Result: The mapping appears in the Migration Mappings table.
Clearing a field mapping To clear a mapping:
  1. From the Migration Mappings table, select an entry.
  2. Choose Remove.
Executing a migration To migrate SMS data:
  1. From the SMS Migration Utility dialog box, choose Migrate.
    Result: If you have not mapped data for all required fields, the Required Field List dialog box appears. Note the required fields, choose OK, then map the required fields from the Map tab. Then, start the migration again. If you have mapped all required fields, the Migration Status dialog box appears and shows the migration status during the migration process. When the migration process has finished, an Information message appears.
    Note: If warnings occur during the migration, the Information message indicates the warnings. Warnings are written to the SMS migration log file (sms_efm.log) in the \TAM directory.
  2. Choose OK.
    Result: The Migration Status dialog box appears.
  3. Choose Close.
Saving migration settings You can save many different SMS migration mapping settings This is helpful when you want to use the same settings several times, or when you want to add an SMS migration to the Asset Management Scheduler.

To save the migration settings:

  1. From the SMS Migration Utility dialog box, choose the Map tab.
    Result: The Map tab appears.
  2. Choose Save.
    Result: The Migration Mappings dialog box appears.
  3. In the Name box, type a name for the mapping.
  4. In the Description box, type a description of the mapping.
  5. Choose Add.
    Result: All migration options and mappings are saved under the name you specified. The name and description appear in the Migration Mapping Files table.
Updating a saved migration You can save many different SMS migration mapping settings This is helpful when you want to use the same settings several times, or when you want to add an SMS Migration to the Asset Management Scheduler.

To update saved migration settings:

  1. From the SMS Migration Utility dialog box, choose the Map tab.
    Result: The Map tab appears.
  2. Choose Save.
    Result: The Migration Mappings dialog box appears.
  3. In the Name box, type a name for the mapping.
  4. In the Description box, type a description of the mapping.
  5. Choose Add.
    Result: All migration options and mappings are saved under the name you specified. The name and description appear in the Migration Mapping Files table.

Deleting a saved migration

To delete a saved migration:
  1. From the SMS Migration Utility dialog box, choose Save.
    Result: The Migration Mappings dialog box appears.
  2. Select the mapping you want to delete
  3. Choose Delete.
    Result: The selected mapping is removed from the Migration Mapping Files table.

Adding an SMS migration procedure to the Asset Management Scheduler

The SMS Migration Utility includes an option for adding an SMS migration to the Asset Management Scheduler. This enables you to migrate data at regularly scheduled intervals or to schedule a migration for a future date and time. To use the Asset Management Scheduler for SMS migrations, you must first save your migration settings.

To add an SMS migration to the Asset Management Scheduler:

  1. From the General tab, choose Open.
    Result: The Migration Mappings dialog box appears.
  2. From the Migration Mapping Files table, select the SMS migration you want to add to the Asset Management Scheduler.
  3. Choose OK.
    Result: The SMS Migration Utility dialog box appears with the selected SMS migration settings.
  4. Choose Schedule.
    Result: A Schedule message appears.
  5. Choose Yes.
    Result: An Information message appears.
  6. Choose OK.
  7. Use the Asset Management Scheduler to schedule the migration.