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.
To migrate in data model and configuration components:
- Backup your target environment so that if migration errors occur you can restore it.
Do not skip this step.
- Create a backup of your EPIM database.
- Create a backup of your components by either migrating out the all the components or by migrating out the components that you will be migrating in.
- Copy your migration
.zip
and.msf
files from the folder:
on the source environment (for example, QA) to the same location on the target environment (for example, PROD).<drive>:\Enterworks\shared\migration
- Log into the target EnterWorks server as a user who belongs to the Administrator group.
- In the Feature bar, open the Migration folder and select Migrate In.
- The Migrate Objects In page will appear. Select the
.zip
and.msf
files, then click Next. - The Select Objects to Migrate page will appear. It contains a list for each
type of component that can be migrated in. All dropdown menus will be expanded and
all the components that can be migrated in from the migration file will be
preselected.
On the first row of the page you can:
- Select All: Check or Uncheck to select or deselect all the objects in the migration file.
- Overwrite All: Check or Uncheck to select or deselect all the objects in the migration file.
- Show All / Hide All: to expand or collapse all the lists.
- Expand or collapse a list by selecting + or – to the left of the list's name.
- Migrate In: Select to migrate in the component.
- Migrate In Full: (Profiles only) Select to migrate in the profile and all its attributes.
- Migrate In Partial: (Profiles only) Select to migrate
in the profile and the selected attributes. To select attributes, select
Manage:
- BformatAttr: Select the attributes you want to migrate.
- Brule: Select the validation rules you want to migrate.
- Overwrite: If this is selected, if the component already exists in
the target environment, the existing component will be updated.
Overwrite is not selected and the component
already exists, do not migrate in the component. Warning: User group definitions contain the security assignment of Attribute Security Filters to a repository for that group. If you are migrating in Attribute Security Filters using Overwrite, either migrate in the user groups as well, using the Overwrite option, or after you migrate in the Attribute Security Filters, edit the Attribute Security Filters to give the proper groups access.
- Scroll to the bottom of the list and click Migrate.
- Check the Job Monitor to see the progress of the migration. You may need to refresh the Job Monitor tab one or more times before the Status shows Completed.
- Once the migration is finished, check the job's log file. To download the log file, in the Job Monitor, click the job's Download Log File icon . If there are substantial errors that cannot be quickly remedied, stop the migration attempt by restoring the target EnterWorks database and components from the backup.
- If the migration did not produce substantial errors:
- Restart EnterWorks Services.
- Perform component integration as specified in Deployment and Migration Best Practices.
- If the migration did not trigger rebuilding the snapshot table for any repository affected by the migration, rebuild its snapshot table.
- If you have imported Groups:
- Select the Users and Groups Feature and select the Groups function. The list of groups will appear.
- For each group, perform the following:
- Click the checkbox next to the group record, open the Action dropdown, and select Security. The security page for the group will appear.
- Click the Hide All link on the top right and open the Code Sets table.
- Click the Check link under the Read column to ensure all code sets are readable by the group.
- Click Save. The changes to security will be saved.
You have finished migrating in the data model and configuration components.