Migrate Data Model and Configuration Components - Precisely_EnterWorks - EnterWorks - 11.0

EnterWorks Guide

Product type
Software
Portfolio
Verify
Product family
EnterWorks
Product
Precisely EnterWorks
Precisely EnterWorks > EnterWorks
Version
11.0
Language
English
Product name
Precisely EnterWorks
Title
EnterWorks Guide
Copyright
2024
First publish date
2007
Last updated
2025-01-07
Published on
2025-01-07T07:44:20.997000

The most common EnterWorks system configurations consist of three separate environments: Development (DEV), Quality Assurance (QA), and Production (PROD). The data model is developed in the DEV environment, tested in the QA environment, and put into production in the PROD environment. The migration feature is designed to facilitate the transfer of data model and configuration components from DEV to QA, and ultimately to PROD.

Some of the EnterWorks components that can be migrated are:

  • Users and user groups
  • Data sources
  • Security filters
  • Transmission options
  • File definitions
  • Home page configuration
  • Server Properties
  • Data model objects such as Repositories, Code Sets, and Profiles

Some reasons you may want to migrate components include changes to:

  • Code set definitions
  • Attributes: Changes such as adding or removing an attribute or changing an attribute's data type, size, default value, sort order, group assignment, or tab assignment.
  • Hierarchies or taxonomies: Changes such as adding taxonomy nodes.
  • Snapshot tables:. Changes such as adding attributes or enabling multi-language support.
  • Custom actions
  • Triggers or Promotion properties

Each component has an underlying unique identifier assigned to it, which ensures the correct migration of components even if their names have been changed.  For example, there could be an attribute named "User Desc" in the DEV environment that is migrated to QA and PROD as "User Desc". Then later the attribute name is changed to "User Description". A second migration of the profile containing this attribute would successfully locate the "User Desc" attribute in the QA and PROD environments and update its name to be "User Description".

Note: The migration flow should always be from DEV to QA then to PROD. Development changes and enhancements should always be performed in DEV, migrated to QA and tested, then migrated to PROD. Following this process enables migration to properly identify the components to update, as well as providing the most reliable migration and deployment experience.
Warning: These instructions only discuss how to use the migration tool. For a detailed description of when you should migrate components, which components should be migrated together, when you should use the overwrite option, how migration of the data model fits in the EnterWorks deployment process, and how to migrate EPX, see Deployment and Migration Best Practices.

How to migrate data model and configuration components

To migrate components from one environment to another:

  1. Back up the target environment's database so if migration fails, you can restore the database.
  2. Migrate out the desired components from the source environment.
  3. Migrate in the desired components to the target environment.
  4. On the target environment:
    1. Perform any necessary component integration as specified in Deployment and Migration Best Practices.
    2. Restart EnterWorks Services
    3. If the migration did not trigger rebuilding the snapshot table for any repository affected by the migration, rebuild its snapshot table.