Data import options

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

Option

Description

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

Important

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
- Software Titles
- Software Licenses

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.

Option 3 – Import only Software License Management Data from Track-It! 11.4

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

It consists of the SLM only migration step.

Important

The Data Import Options check box is selected by default. If you clear this check box, Option 1, Option 2, and Option 3 are disabled.

This topic contains the following information:

Migrating all data from Track-It! 11.4

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! 2022 or later database and imports the following data from Track-It! 11.4:

Lookup data (status codes, priorities, publishers, license types, license sources, and others)
Module data (tickets, change requests, software titles, software licenses, and others)

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.

Important

You can go live with Track-It! 2022 or later after performing this step. However, we recommend that after performing this step, you learn about the Track-It! 2022 or later system, train users, modify settings and configurations, and perform other similar tasks before going live.

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:

Purges the existing Module data (for example, Tickets, Change Requests, Purchase Orders, Software License Attachments) from Track-It! 2022 or later database, but preserves the Lookup data (for example, Business Rules, AD Settings, Email Settings) that is already configured
Reimports all Module data from Track-It! 11.4

This step should be the last action before you go live with Track-It! 2022 or later.

Important

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! 2022 or later 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:

Module	Options
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 Important 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 Important 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 Important (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 Important (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.
Software License Management (2022 Release 01)	(Default) Migrate all – Copies all SLM data to the target Important This option is visible only when you select Step 1 - Full Data Import. If you select this option, the Migration Tool purges all existing data (including all SLM data), that is, all the module and configuration data (except the data given in Note). Migrate only module data Important This option is visible only when you select Step 2 (optional) - Module Data Refresh. If you select this option, the Migration Tool purges all the existing Module data and any software license attachment data (excluding all SLM data and all the data given in Note). Migrate none – Does not copy any SLM data to the target Important If you select Step 1 - Full Data Import, the Migration Tool purges all existing data (excluding all SLM data and all the data given in Note). If you select Step 2 (optional) - Module Data Refresh, the Migration Tool purges all the existing Module data (excluding all SLM data and all the data given in Note).

Configuration only migration

This step purges all existing data (except all the SLM data and the data given in Note) in Track-It! 2022 or later and then imports all Lookup data (including the SLM Lookup data) from Track-It! 11.4. This option does not import Module data.

SLM only migration

This option imports only the SLM module and configuration data from Track-It! 11.4.

Advanced Options

When you select Option 3, the Advanced Options section becomes enabled. You must specify the data you want to migrate under Advanced Options as follows:

Module

Options

Software License Management

(Default) Migrate all – Copies all SLM module and configuration data to the target
Important

If you select this option, the Migration Tool purges all existing SLM data (excluding the data given in Note).
Migrate only module data
Important

If you select this option, the Migration Tool purges all existing SLM Module data (except the data given in Note).
Migrate only configuration
Important

If you select this option, the Migration Tool purges all existing SLM Lookup data (excluding the data given in Note).

Running the Migration Tool

Data import options

Migrating all data from Track-It! 11.4

Step 1 - Full Data Import

Step 2 (optional) - Module Data Refresh

Advanced Options

Configuration only migration

SLM only migration

Advanced Options

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