Specifying how to merge data during migrations

Data options enable you to select how Migrator should merge new data with existing data. "Data" is defined as the entries within forms.

Related topics

Managing-data-and-objects

Migrating-applications-and-data-between-AR-System-servers

To select Data options

  1. Select Tools > Options.
  2. Select Migration > Data.
    221_Options-Data.png
  3. In the Data Merging options area, select how Migrator should merge new data with existing data:
    • Reject Duplicate Records—Migrator generates an error for records with existing request IDs.

    • Generate New ID for All Records—Migrator creates a new request ID for all records.

      This option is not supported for migrations in which the destination is a file.

    • Replace Old Record with New Record—Migrator replaces old record information with new record information.
    • Update Old Record with New Record's Data—Migrator merges old record information with new record information.
  4. For each data merging option, select one or both settings:
    • Ignore Required Fields
    • Ignore Pattern Checking
  5. In the Default Data Migration Mode section, select which data records to migrate:
    • Do not migrate any records
    • Migrate all records
    • Migrate query selection
    • Migrate first numberOfRecords records
  6. Click OK.
    The Related Workflow options section is available only when the destination is a server; not available if the destination is a migrator file.

 

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