Copying a CA Service Desk Manager (CA SDM) Scoreboard from one Access Type or Role to another.

Document ID : KB000009391
Last Modified Date : 14/02/2018
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Introduction:

This document will help clients to make new Access type and have the default scoreboard assigned.

This will avoid clients to have to manually create the default nodes, which could be a tedious task if there many customized Access types.

Background:

How to make a new Access type and have a default scoreboard assigned.

This also covers how to copy an existing scoreboard to a newly created Access Type/Role.

Environment:
CA Service Desk Manager 12.x and 17.0All Supported Windows Operating Systems
Instructions:

Assume the default scoreboard you would like is from the Administrator access type.  Assume the new access type is called 'newacctyp'.

1.  Assume the 'Administrator' access type has an id of 10002. You can find this by running the following command on the CA SDM server:

pdm_extract -f "select id from Access_Type_v2 where sym='Administration'"

2.  To extract the relevant data related to the scoreboard, run the following command on the CA SDM server:

pdm_extract -f "select expanded, factory, label, last_mod_by, last_mod_dt, obj_persid, parent, query, query_set, query_type, sequence from User_Query where obj_persid='role:10002'" > score_out.txt

3.  Take a backup of existing table for reference by running the following command on the CA SDM server:

pdm_extract -f "select * from User_Query where obj_persid='role:10002'" > score_out2.txt

4.  To find the id of the new access type 'newacctyp', run the following command on the CA SDM server:

pdm_extract -f "select id from Access_Type_v2 where sym='newacctyp'"

For this example, we will use an id of 400001 for the new access type 'newacctyp'

5.  Edit the score_out.txt file produced in Step #2 above and change any occurrence of role:10002 to the new access type value of role:400001. Save the modified output to a new file score_out3.txt 

6.  Load in the new data by running the following command on the CA SDM server

pdm_load -v -i -f score_out3.txt

7. Run the following commands on the CA SDM server
pdm_extract -f "select id, parent, sequence from User_Query where obj_persid='role:10002'" > par1.txt
pdm_extract -f "select id, parent, sequence from User_Query where obj_persid='acctyp:400001" > par2.txt

8. Open both files in a text editor and place them side by side.

9. Comparing par1.txt and par2.txt, modify par2.txt using find/replace so the reference to the id's in the second parent column match the new ids listed in the par2.txt file keeping par1.txt as a reference.

Although relatively time consuming, the above doesn't actually take that long if using find/replace.

10.  Save the modified par2.txt file as par3.txt 

11.  Load the new par3.txt file back to update the relevant rows for the new access type by running the following command on the CA SDM server:

pdm_load -v -f par3.txt

Additional Information:
  • Ensure that nobody alters a scoreboard while the steps are being performed

  • As always, we strongly recommend all changes be tested in a non Production environment first

  • Back up User_Query MDB table (using pdm_extract) before you start

  • To back out the changes, remove the entire contents of the User_Query MDB table and replace with a backup copy that was created prior to the changes