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Data import options

The following data import options are available on the data configuration dialog box:

OptionDescription

Option 1 – Import all data from Track-It! 11.4 (Recommended)

Select this option to migrate all data (Lookup and Module).

It consists of the following two steps:

  • (Default) Step 1 - Full Data Import
  • Step 2 (optional) - Module Data Refresh

Notes

  • When you migrate Asset or Tracked Item for the first time, data is migrated based on the options you specify in Advanced Options.
  • The Migration Tool does not purge the following data:
    • Assets

    • Configured settings (for example, Active Directory settings, Email settings, Scheduler settings)

    • Out-of-the-box business rules

    • Out-of-the-box lookup data for Categories, Status, Activity Code, and so on

    • Asset Tracked Items

Option 2 – Import only Lookup Data from Track-It! 11.4

Select this option to migrate all Lookup data only. This option does not import Module data.

It consists of the Configuration only migration step.

Notes

The Data Import Options check box is selected by default. If you clear this check box, both Option 1 and Option 2 are disabled.

This topic contains the following information:

Step 1 - Full Data Import

This is the default step. This step purges all existing data (except the data given in Note) from the Track-It! 2020 database and imports the following data from Track-It! 11.4:

Warning

Do not modify asset, user, or configuration data in Track-It! 11.4 after you have performed this step. If you modify the data, it causes errors when you perform Module Data Refresh.

Note

You can go live with Track-It! 2020 after performing this step. However, we recommend that after performing this step, you learn about the Track-It! 2020 system, train users, modify settings and configurations, and perform other similar tasks before going live.

  • Lookup data (status codes, priorities, and others)
  • Module data (tickets, change requests, and others)

Step 2 (optional) - Module Data Refresh

You should run this step after running Step 1. This step performs the following actions in the given sequence:

  1. Purges the existing Module data (for example, Tickets, Change Requests, Purchase Orders) from Track-It! 2020 database, but preserves the Lookup data (for example, Business Rules, AD Settings, Email Settings) that is already configured
  2. Reimports all Module data from Track-It! 11.4

This step should be the last action before you go live with Track-It! 2020.

Notes

  • You must perform this step after you have successfully completed Full Data Import. We recommend that you perform this step after you have learned about the Track-It! 2020 system.
  • If you select this step while migrating data for the first time, the Module data is migrated without linkages with configuration data. This might cause a failed import or unwanted data behavior.

Advanced Options

When you select a step from Option 1, the Advanced Options section becomes enabled. You must specify the data you want to migrate from each module under Advanced Options as follows:

ModuleOptions
Tickets
  • (Default) Migrate all – Copies all Ticket data to the target
  • Migrate only open Work Orders (and Assignments) – Copies only open Work Orders to the target

    Note

    The Migration Tool does not migrate tickets linked with open Change Requests.

Ticket Attachments
  • Migrate all – Copies all Ticket Attachment data to the target
  • (Default) Migrate only Attachments that are linked to open Work Orders (and Assignments) – Copies only items linked to open Work Order and Assignments to the target
  • Migrate none – Does not copy any open Work Orders and Assignment to the target
Purchase Management
  • (Default) Migrate all – Copies all Purchase Management data to the target
  • Migrate none – Does not copy any Purchase Management data to the target
Assets
  • Migrate all – Copies all Asset data to the target
  • (Default) Migrate Assets excluding Unassigned Equipment – Copies all Asset data that is not designated as Unassigned Equipment to the target
  • Migrate none – Does not copy any Asset data to the target

Note

If you have migrated Assets earlier, then the Assets module is disabled during the next migration.

Asset Tracked Items
  • (Default) Migrate all essential Tracked Items (recommended) (2020 Release 02) – Copies all essential Asset Tracked Items data to the target

    Note

    (2020 Release 02) A Tracked Item is considered as an essential Tracked Item if any of the following fields has a value:

    • Installed by
    • Date Installed
    • Comments
    • P. O. Number
    • Date Purchased
    • Vendor
    • Price
    • Lease Number
    • Lease Expiration Date
    • Lease Vendor
    • Lease Price
    • Maintenance Expiration Date
    • Maintenance Vendor
    • Reference Number
    • Maintenance Cost
    • Warranty Expiration Date
    • Custom Decimal #1
    • Custom Date #1
    • Custom Text #1
    • Custom Integer #1
    • Custom Date #2
    • Custom Text #2
  • Migrate none – Does not copy any Asset Tracked Items to the target

Asset Attachments (2020 Release 01)

  • (Default) Migrate all – Copies all Asset Attachments to the target
  • Migrate none – Does not copy any Asset Attachments to the target

Note

(2020 Release 02) If you did not migrate asset attachments in an earlier migration run, you can migrate them in the subsequent migration run and their linkages are maintained correctly.

Configuration only migration

This step purges all existing data (except the data given in Note) in Track-It! 2020 and then imports all Lookup data from Track-It! 11.4. This option does not import Module data.

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