Evolve to Evolve Script Migration Guide - Automate_Studio_Manager - Automate_Evolve - Latest

Automate Studio Manager Migration Guide
Product type
Software
Portfolio
Integrate
Product family
Automate
Product
Automate > Automate Studio Manager
Version
Latest
ft:locale
en-US
Product name
Automate Studio Manager
ft:title
Automate Studio Manager Migration Guide
First publish date
2018
ft:lastEdition
2024-02-16
ft:lastPublication
2024-02-16T10:31:20.160000

Prerequisites

  1. Excel 2013 – 2019 must be installed on the computer that the utility will run on. If it is not, you will receive an error message when you click the Migrate option.

    Excel is a prerequisite for migrating solutions only. It is not required for downloading

    and/or storing contents in the utility’s local SQLLite DB.

  2. A 32-bit utility can run on OS-32-bit machines or 64-bit machines. A 64-bit utility must run on a 64-bit machine. There is no Excel bit dependency.
  3. Microsoft .Net Framework 4.8.x
Note: A single instance of the application is launched. When you open a second instance of the application, a warning message is displayed.

Permissions

You must be an App Admin or have App Admin access to download the data from the source site. Ideally, migrations are performed by App Admins.

Entity Name Role
Name Template/ SDS/ File Library Only the App Admin for the specified app can export.
Policy/ Email Template/ Groups Only the App Admin.
Solution The Solution Developer role for the specified library.

For the destination login, you must have App Admin permissions on the logged-in app. You also must be assigned the Solution Developer Group role for all destination libraries from which you will be migrating solutions. Ideally, you will be an App Admin or a Global Admin.

Local Storage

The local storage is in a SQLLite database created in an executable bin; this is created when you launch the utility for the first time.

The SQLLite database stores the following information:

  1. The local storage is key to the application. Changes to it will create inconsistencies.
  2. After all information from the source is downloaded to local storage, there is no further need to connect to source Workgroup or Foundation sites.
  3. The utility bin can be copied to any VM (along with the DB) which has access to the Evolve destination site.

Welcome to Evolve to Evolve Migration Manager

Getting started with an Evolve to Evolve Migration

Click Continue to launch the Migration Manager Utility. Click E to initiate the Evolve to Evolve migration.

Sign-in to the Source Site

To download the data

  1. Sign-in to the source site (Evolve, in this case)
  2. Click Sign-in to Source Site
  3. Enter the Evolve site URL. Enter the credentials and click Login.

All apps you can access will be listed; these may include Administrator, Reference Data, and any of the User apps.

Source Information

Select an app from which you would like to download data. A tree will be generated; you can expand it to list the various nodes.

Migrate the Data: Three-step Process

Action Details Enabled
Source Data Fetching This fetches the basic details for the selected entity. For example, Name, Description, and Type.

This action is performed upon node selection, and to take this action, you must be logged-in to the source

site.
Download the Data This downloads the details required to migrate.

This button is displayed if you have logged-in on the source site – it will

be displayed on the logged-in app.
Migrate the Data This imports the data into the logged-in destination site.

This button is displayed if you have logged-in on the destination site – it appears when you download a

selected record from the grid.

Source Data Fetching

This process fetches the basic details for the item you select.

Name Action
Policies

View metadata for all policies in the logged-in app. Metadata can include the Policy Name, Description, and Type (Transaction or

Query).
Groups

View info for all groups in the logged-in app. Info can include the

Name, Description, and Type (Groups).
Connections
SAP Connections

View all SAP connections in the logged-in app. This info can include the Name, Description, and Type (SAP Connections).

Global Connections are displayed in the Administrator App only.
Data Connections

View all data connections in the logged-in app. This info can include Name, Description, and Type (Data Connections).

Global Data Connections are displayed in the Administrator App only.
External Web Services

View all web services in the logged-in app. This info can include Name, Description, and Type (External Web Services).

Global External Web Services are displayed in the Administrator App only.
Email Templates

View all email templates in the logged-in app, for the selected locale (default locale is English). This info can include Name,

Description, and Type (user-defined or system-defined).
Solution Data Libraries

View all solution data libraries in the logged-in app. Global

solution data libraries are visible on the Administrator App only.
Name Templates

View all name templates in the logged in app. Global name

templates are displayed on the Administrator App only.
File Library

View all file libraries in the logged in app. Global file libraries are

visible on the Administrator App only.

Library Name

(Type: Reference Data, Forms, or Custom Excel Workflow)

View all Reference Data, Forms, and Custom Excel Workflow libraries.
Solutions View all solutions that exist in the selected library type.
@ Note: To allow solution developers better manage the files, we have added support for Sub Folders in File Library. All operations available for Parent folder would be available for Sub Folders as well.

Download Data

  1. Select single or multiple listed items from the grid from which you want to migrate data and then click Download. The details required for migration will be downloaded.
    • If the download is successful, Yes will appear in the download column and the required migration details are saved in local storage.
    • If there is an error when downloading, Error will appear in the download column and Error is displayed in the Tooltip.
    • By default, the download column reads No.
  2. You cannot re-download contents for all implemented elements, for an Evolve to Evolve migration. These elements can include Policies, Groups, SAP Connections, Data Connections, External Web Services, Solutions, Name Templates, File Libraries, and Solution Data Libraries.

    To re-download contents, delete the data from the local storage and then click Refresh; this will pull all the data from the Evolve server.

    You can apply the filter on the displayed columns, to filter for the data you require.

  3. Pagination is displayed: 10, 20, 50, 100 and any larger number which reflects the total item count. The pagination size is 10, and the pager will not be displayed if includes fewer than 10 items.

Sign into Destination Site

  1. Click Sign into Destination Site and select the app to which you want to migrate data.
  2. You can switch between any apps to which you have access.
  3. You can sign out from one destination site and login to another destination site.
  4. Destination Status and Migration Fail Reason columns are added to the grid after you login to the destination site.

Migrate Data

Select the single or multiple records you want to migrate and click Migrate. You will then be able to select migration options.

Import Options