Migrating data

You can migrate data entries associated with a form from one server to another, between a server and a file, or between files. For example, you can migrate data entries from a production server to a development server for testing newly designed applications with actual data. Or, you can migrate data from one file to another. Data is migrated individually or in a batch.

If you stop and then restart a migration in progress,  restarts the migration from the entry that was last migrated successfully.

By default,  uses the field IDs to map field values between the two forms you select. You can migrate four types of data:

• Individual entries
• All entries
• Searched entries
• "X" number of entries

Data Migration options are not available for Display Only forms.

Migrating , SLA, and  data

 does not take the place of the current /SLA/  installation processes, because it cannot execute the meta workflow used to generate workflow required by the client.  allows you to safely move generated workflow from the system on which it was created to a production system without taking the meta workflow with it.

To migrate individual entries in a form

1. Open a server window or a file containing the data entries you want to migrate.
   • To open a window for a server, select File > New Server Window, and select a server.
   • To open a window for a file, select File > Open, and select a file.
2. Select Migrate > Migration Mode or Scripting Mode.
3. In both the source and destination windows, perform the following tasks:
   1. In the right pane, select the form that is the source or destination for the data migration.
   2. Select View > Form Details to open the Forms Detail window:

4. Scroll to the bottom of the left pane of the source Form Detail window and click Data.
   The right pane displays the data for the fields in the form.
   The columns displayed in the right pane for the form data are defined by the settings in the Form Properties dialog box in . The Results List Fields tab specifies the fields to be displayed in results lists. If no fields are specified, uses the defaults for the form (field IDs 1 and 8). For example, in the Group form, Request ID and Long Group Name (fields 1 and 8) are displayed. To display additional fields, use  to enter those fields. See Setting-form-properties.

   The advanced search bar appears at the bottom of the Form Detail window, allowing you to search for data to include in the migration.

5. Do either of the following actions in the advanced search bar:
   • To find specific data, enter criteria in the Search Criteria field, and click Apply. The matching entries are listed in the Form Detail window.
   • To include all data, leave the Search Criteria field blank.
6. Select the data to migrate:
   • To migrate only the data found in your search, select the records from the source Form Detail window and drag and drop them into the destination Form Detail window.
   • To migrate all the data from a specific form, first select the data in the right pane of the source Form Detail window. To select all the data records, highlight the first data record, hold down the Shift key, and then highlight the last data record.
7. Right-click in the right pane of the Form Detail window and select —.
   • If you are migrating to a server, select the destination server in the Server dialog box.
   • If you are migrating to a file, enter or select a .migrator file name.
8. Select the destination form in the Form List dialog box.

To migrate data entries

1. Open the windows that you want as the source and destination for the data you are migrating.
   • To open a window for a server, select File > New Server Window, and select a server.
   • To open a window for a file, select File > Open, and select a file.
2. Select Migrate > Migration Mode or Scripting Mode.
3. Select Migrate > Form Data, then select one of the following options:
   • Form Data Only—Only the entries within the form are migrated.
   • Form and Data—Both the form and the entries within the form are migrated.
   • Form, Related Objects, and Data--Both the form and the entries within the form are migrated, along with all related objects.
     If you are migrating forms and data to the same server, the Prefix dialog box appears. Enter a prefix.
     The  Data Migration Settings dialog box appears. 
     
     
     The migration is listed at the top of the dialog box with the following information:
     • Source Name—The name of the server or file from which the data is being migrated. If the source is a file, the complete file path is shown. A green check mark or a red X through the icon indicates whether the migration instructions are valid.
     • Source Form—The name of the form that includes the data being migrated.
     • Destination Name—The name of the server or . migrator file to which the data is being migrated. If the destination is a file, the complete file path is shown.
     • Destination Form—The name of the  form on the destination to which the data applies.
     • Object Settings—The objects to be included in the migration, based on what you selected.
     • Data Mode—The specific data to be migrated. The setting shown is based on the default value set in your migration options.
     • Ignore pattern checking (yes/no)—Whether pattern checking should be ignored.
     • Ignore required fields (yes/no)—whether required fields should be ignored.
     • Num Entries—The number of entries being migrated.
     • Search criteria—Any search criteria specified for this migration. If you did not specify any search criteria, this column is blank.
       The Source and Destination areas show the names of the source and destination servers or files, and forms. For example, if you are migrating between two files, the source and destination file paths are shown. 
       
       

4. Select the migration to highlight it. 
   Selected migration in Data Migration Settings dialog box 
   

   If your migration has any invalid instructions, the icon at the left of the server name has a red cross (X) through it, and a message appears in the lower-left area of the Data Migration Settings dialog box. You must make sure that all migration instructions are valid before you can continue.

5. In the Object Settings region, select a setting for the objects to be migrated:
   • Form Only—Migrates only forms.
   • Form and Related—Migrates forms and related objects.
   • Form Data Only—Migrates only form data entries.
   • Form and Data—Migrates forms and data entries.
   • Form, Related and Data—Migrates forms, related objects, and data entries.
6. In the Data Settings region, select a data mode.
   The default selection shown corresponds with the Data settings in your migration options. For more information about setting migration options, see Setting-Migrator-options. Accept the selection shown, or select another selection:
   • No Data—No data entries are migrated. You can set the default setting for this mode by choosing Tools > Options, expanding the Migration tree in the left pane, and then selecting Data from the same tree.
   • All Entries—All entries are migrated according to your selections and settings.
   • Search Selection—Entries are migrated based on search criteria you specify. If the source is a file, this selection is not available. For information about creating a search, see Migrating-objects-to-the-same-server.
   • Number of Entries—Number of entries that are migrated, starting from the newest to the oldest.
7.  Select a data merging option. The default selection shown is based on the Data settings in your migration options. For more information about setting migration options, see Setting-Migrator-options. Either accept the selection shown, or select another selection:
   • Reject Duplicate Entries— generates an error for entries with existing request IDs.
   • Generate New ID for All Entries— creates a new request ID for all entries. If the destination is a file, this selection is not available.
   • Replace Old Entry with New Entry— replaces old entry information with new entry information.
   • Update Old Entry with New Entry's Data—Remedy Migrator merges old entry information with new entry information.
8. For each data merging option selected, check the appropriate check boxes to enable the following options:
   • Ignore required fields
   • Ignore pattern checking
9. Select a default migration mode:
   • Do not migrate any records
   • Migrate all records
   • Migrate query selection
   • Migrate the first numberOfRecords records
10. Select server connection options:
    • Use List and Fast Server Threads—By default,  uses Fast and List server threads as an alternative to the standard Admin thread. The default setting for the Fast Thread Port is 390620; the default setting for the List Thread Port is 390635. To change these settings, enter different values. To disable Fast and List Treads and use the Admin thread, clear the check box.
11. Check the Disable Related Workflow check box to have  disable related workflow during the data migration. The workflow is enabled after the migration is complete.
12. Check the Enable Field Mappings box to apply field mappings for the data migration.
13. Perform one of the following actions:

    • Select Apply, then OK, to begin the data migration.

      The OK button is disabled until all the migration instructions are valid in the Data Migrations Settings dialog box.

    • Click Cancel to stop the data migration.
14. If you are asked if you want to start the migration, select Yes.
15. To view migration progress and results, open the Migration Status Pane window and click the All and Completed tabs. Then, double-click the migration you want to check.