Halo ITSM Migration Guides

How to generate client secret and client ID in Halo ITSM?

To facilitate a smooth data migration from or to Halo ITSM, you require Authorisation Server, Tenant, Client Id, and Client Secret. This way, you can connect your Halo ITSM account to Migration Wizard.

Here’s a simple guide to generate Сlient Secret and Client ID:

1. Go to your Halo ITSM account.

2. Click on Configuration in the left sidebar.

Configuration Halo ITSM

3. Select Integrations under Advanced.

Integrations Halo ITSM

4. Choose Halo ITSM API from a drop-down.

Halo ITSM API

5. Click New in the right corner.

Halo ITSM New

Note: Create a Halo ITSM API specifically for data migration. You can’t use the available onces.

6. Click on View Application under Applications.

Halo ITSM View Application

7. Apply the following settings in the tab “Details”:

Fill in the Application name.
Mark a checkbox next to active.
Select Client ID and Secret (Services) under Authentication method.
Choose Agent as login type.
Select agent as log in as.

Halo ITSM Details

Note: You should pick an Agent that aligns with the one you intend to use for initiating a Demo Migration to Halo ITSM.

8. Copy Client ID and Client Secret.

9. Mark a checkbox next to All in the tab “Permissions”.

Halo ITSM Permissions

10. Click Save to apply settings.

Note: You also need to find Authorisation Server and Tenant to start data migration.

How to switch off notifications in Halo ITSM?

For a smooth and hassle-free data migration to Halo ITSM, it is vital to disable notifications. This precautionary measure will safeguard against any unwelcome notifications that might disturb the migration process.

Here’s a simple guide to disable notifications in Halo ITSM:

1. Go to your Halo ITSM.

2. Hit the Configuration button in the left sidebar.

3. Click on Notifications from a drop-down menu.

Halo ITSM Configurations

4. Choose General Settings under Optional Features.

Halo ITSM General Settings

5. Clear the checkboxes next to all notification options.

Halo ITSM Notifications

Note: You can turn back all notifications after the Full Data Migration.

How to deactivate Approval Process in Halo ITSM?

To ensure a smooth migration to Halo ITSM, it's crucial to disable the Approval Process. This ensures accurate transfer of ticket statuses like "Open" or "Closed" to the destination platform.

Follow these steps to switch off the Approval Process:

1. Open your Halo ITSM account.

2. Navigate to the left navigation and click on Configuration.

Configuration Halo ITSM

3. Under Tickets, select Ticket Types from the new drop-down menu.

Ticket Types Halo ITSM

4. Open each ticket type you’re migrating to Halo ITSM.

Halo ITSM Ticket

Note: If you're importing all ticket types, disable the Approval Process for all of them before migrating.

5. Click on Edit.

Edit Halo ITSM

6. In the Default settings, choose No in the Start an Approval Process field.

Halo ITSM Approval Process

7. Click Save to apply the new settings.

8. Repeat this process for every ticket type you want to import.

Note: Once the Full Data Migration is completed, you can re-activate Approval Process for all ticket statuses.

How to filter data in Halo ITSM?

To filter data in Halo ITSM, follow this guide:

1. Login in Halo ITSM, navigate to Reports and choose Data Sources.

https://drive.google.com/file/d/1dNzCZpFyqyVC1LEqvlUEe8QiPPCymMxb/view?usp=sharing

2. Here you can choose the data entities that you want to filter and specified the reporting period you are interested in, and click Load. In an example selected All incidents and request.

https://drive.google.com/file/d/1xY_ioJksRS9LtAtS3-MypKQIVzBjmPv9/view?usp=sharing