Overview of the data migration process

The data migration process involves these high-level steps. For more detailed information, you can refer to the referenced topics.

  1. Configuring the data migration environment. There are several steps involved in configuring your migration environment to ensure the migration is successful:
    • Creating a PGP key in your target WFM environment and specifying that key in your source environment/instance of WFM when configuring your migration environment.
    • Configuring a File Transfer Endpoint in WFM. This allows the data migration to access the target environment where you will send the encrypted data migration file.

    For more information on completing this step, see Step 1: Configuring the migration environment.

  2. Creating the Outbound Migration in your source environment/instance of WFM. This step involves specifying the functional objects or tables that will be sent to the target environment/instance of WFM as part of the data migration.

    For more information on completing this step, see Step 2: Creating an Outbound Migration.

  3. Importing the Inbound Migration file into your target environment/instance of WFM using Job Scheduler. This step involves creating a Job Scheduler task that will send the migration file to your target environment.

    For more information on completing this step, see Step 3: Importing the Inbound Migration file using Job Scheduler.

  4. Importing the contents of the Inbound Migration file. This step involves using a wizard in WFM to examine the contents of the incoming migration before finalizing the migration and importing the configuration data changes.

    For more information on this step, see Step 4: Importing the contents of the Inbound Migration file.