A couple points about this--
I don't get why people tame a "copy" beforehand... I've still never, ever had this affect it. You can get it easily using the Revive-method without taming one in advance!
Your step 5 has no point, I think; if the sword is there, there's no need to relog. Generally, if you do it right, you just can't summon him at first, due to a bug--and have to relog to see him
And regarding arenas/bgs--it's only RATED BGs you need worry about
"BM Form"--if you mean BM spec--doesn't matter, either
(I'm not doing this to rag on you, I just want to make sure people don't go about this entirely the wrong way!)