Migrating data entries
Perform the following steps to migrate forms, data and related objects.
To migrate data entries
- 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.
- Select Migrate > Migration Mode or Scripting Mode.
- 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.
Data Migration Settings dialog box
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 BMC Remedy AR System form on the destination to which the data applies.
- Object Settings--The objects to be included in the migration, based on what you selected in step 3.
- 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.
Source and Destination information for data migration
Select the migration to highlight it.
Selected migration in Data Migration Settings dialog box
- 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.
- 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-BMC-Remedy-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.
- 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-BMC-Remedy-Migrator-options. Either accept the selection shown, or select another selection:
- Reject Duplicate Entries--BMC Remedy Migrator generates an error for entries with existing request IDs.
- Generate New ID for All Entries--BMC Remedy Migrator 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--BMC Remedy Migrator replaces old entry information with new entry information.
- Update Old Entry with New Entry's Data--BMC Remedy Migrator merges old entry information with new entry information.
- For each data merging option selected, check the appropriate check boxes to enable the following options:
- Ignore required fields
- Ignore pattern checking
- Select a default migration mode:
- Do not migrate any records
- Migrate all records
- Migrate query selection
- Migrate the first numberOfRecords records
- Select server connection options:
- Use List and Fast Server Threads – By default, BMC Remedy Migrator 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, uncheck the box.
- Check the Disable Related Workflow check box to have BMC Remedy Migrator disable related workflow during the data migration. The workflow is enabled after the migration is complete.
- Check the Enable Field Mappings box to apply field mappings for the data migration. See Migrating applications and data between AR System servers.
- Perform one of the following actions:
Select Apply, then OK, to begin the data migration.
- Click Cancel to stop the data migration.
- If you are asked if you want to start the migration, select Yes.
- 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.
Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*