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Salesforce captures customer-facing activities while Jira manages engineering execution. Integrating the systems reduces manual handoffs and improves transparency across teams. This guide covers architectural considerations, mapping strategies, and integration best practices.
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Case study
Aerospace and defence
OpsHub x SPK and Associates
Lynx is a global provider of safety-critical avionics software and hardware solutions. As the firm scaled its engineering operations, the organization required a modernized ALM platform to handle the growing complexity of its compliance-driven development workflows. OpsHub Migration Manager and SPK and Associates merged capabilities to make this migration a non-disruptive, successful endeavor for Lynx.
Entities migrated
Entity types migrated
History and audit trail preserved
ROI on migration investment
Business continuity maintained
01
Data complexity · Compliance · Business continuity
Lynx had years of engineering history locked inside IBM RTC's on-premise instance, including rich work item hierarchies, audit trails, and cross-entity relationships critical for DO-178C compliance.
From change requests and SCIAP reviews to Plan for Software Aspects of Certification (PSAC) checklists, each RTC entity type needed to be accurately translated to its Codebeamer counterpart without loss of field values or relationships.
Every field revision, original transaction username, and timestamp needed to survive the migration, not just current state. Lynx required this to maintain traceability for regulatory audits and certification reviews.
Discussion hotlinks from RTC needed to remain functional in Codebeamer. Broken links in a safety-critical ALM environment can disrupt verification chains and invalidate certification artifacts.
Each project required a 1:1 project migration with independent configurations and field mappings, while maintaining consistent governance across all four streams.
Work items required remote ID and link references between source and target. Additionally, handling of source item deletions in a compliant, non-destructive manner was essential to preserve data integrity.
02
Intelligent, non-disruptive data migration
OMM captured every historical revision from RTC, preserving original transaction usernames and timestamps, and replayed them faithfully in Codebeamer, maintaining a complete audit trail.
Discussion hotlinks existing in RTC were translated into valid, functional Codebeamer links, ensuring no certification reference or discussion thread was silently broken during the migration.
A detailed configuration spreadsheet governed exact entity type translations, from change requests to PSAC checklists, with field-level rules for every entity across all four projects.
Each of the four Lynx projects was migrated to a corresponding Codebeamer project, preserving project boundaries and internal hierarchy.
Configurable filters ensured only the right work items were migrated in each pass, enabling phased and selective data transfer aligned with Lynx’s delivery model.
OMM maintained remote ID references between RTC and Codebeamer entities, ensuring traceability links were preserved and source deletions were handled via soft delete without data loss.
03
On-premise
On-premise
Non-disruptive
History-preserving
High data fidelity
Migration starts from a configurable date and runs in phases, ensuring phased and validated data transfer with criteria-based filtering.
Every work item, history revision, and cross-entity link is preserved. Remote IDs maintain end-to-end traceability between source and target.
Original usernames, timestamps, and field values are migrated as-is. No data normalization artifacts or silent overwrites.
04
Tailored strategy · Phased · Zero disruption
Migration delivery phases
Ecosystem audit
OMM deployment
Optimization and sign-off
Full history and audit links preserved
Sample entity types migrated
RTC entity → Codebeamer tracker
Full history preserved
Original IDs kept intact
PSAC review → PSAC checklist
On-Premises
Complete set test case review → Complete test case checklist
Parent child relationships, hotlinks, cross-entity relationships and many more
RTC entity → Codebeamer tracker
SAD review → SAD checklist
Unit test case review → Unit test phase completion review checklist
06
Results at a glance
Projects migrated to codebeamer
Entity types migrated
Audit history and usernames preserved
Disruption to business continuity
What made this migration possible
| Capability | Description | Migration Role |
|---|---|---|
|
History-based migration |
Full historical revision sync including original transaction usernames and
dates |
Ensures complete audit trail in Codebeamer for regulatory compliance |
|
Entity type mapping |
Configuration-driven translation of 40+ RTC entity types to Codebeamer
tracker types |
Maintains semantic accuracy of all work item types across platforms |
|
Hotlink translation |
RTC discussion hotlinks are resolved and recreated as valid Codebeamer
links |
Prevents broken reference chains in certification and review artifacts |
|
Remote ID linking |
Each migrated item retains a cross-reference to its original RTC source ID |
Enables post-migration reconciliation and traceability validation |
|
Criteria-based filtering |
Configurable filters control which items are migrated in each pass |
Supports phased delivery and selective migration per project
requirements |
|
Soft delete handling |
Source item deletions are mirrored as soft deletes (not hard deletes) in
target |
Protects data integrity; deleted items remain accessible for audit purposes |
What was delivered
Across approximately 20 engineering team members, driven by the elimination of legacy system inefficiencies and manual workarounds.
Gained from streamlined daily metrics reporting workflows, reducing time spent on routine reporting and freeing capacity for engineering work.
Achieved by two power users who previously bore the brunt of legacy system inefficiencies, now operating at significantly higher output on Codebeamer.
Decommissioning of legacy DOORS and RTC servers. Significant reduction in server maintenance and licensing fees. Engineering and IT staff freed from manual system workarounds.
The business case showed savings of approximately 4x the initial Codebeamer investment. The decision to migrate was clear and financially validated.
Original usernames, timestamps, and field values were migrated as-is. Each team member and decision maker had visibility to make informed decisions.
Delivered, live, and next steps
