FAQs

When should a migration be performed?

Migrating data means transferring data from one instance, or environment, to another. The Data Migration Tool is used to transfer configuration data from a source database to a destination database. The most common reason to migrate data is during the implementation phase of your project, when you are ready to transfer data from your development environment to the testing environment, and then again, from the testing environment to the production environment.

Who can perform the migration?

Use the following chart to determine the database access levels you need to have in order to perform the different Migration Tool tasks:

Write or read-only access to the source database No access to the source database
Write access to the destination database
  • Compare and Migrate.
  • Compare (without migrating).
  • Specify and Export.
  • Verify Migration Transactions.
  • Run Migration File.
  • Verify Migration Transactions.
Read-only access to the destination database
  • Compare (without migrating).
  • Specify and Export.
  • Verify Migration Transactions.

Verify Migration Transactions.

No access to the destination database

Specify and Export.

n/a

My custom tables or functional objects do not appear in the Select Tables/Functional Objects list. Why?

Verify the following:

  1. The Migration Tool is pointing to the correct custom schema file.

    To confirm the custom schema file to which the Migration Tool is pointing, select Administration > Change Configuration Settings.

    The custom schema file should appear in the Custom Schema File field. For steps on how to change the Custom Schema File, see Change Configuration Settings.

  2. The tables or functional objects have not been excluded via the Manage Migration Objects List.

    To view a list of the tables or functional objects that have been excluded, select Administration > Manage Migration Objects List.

    All of the tables and functional objects, if any, that appear in the Available objects column should be excluded (hidden) from view in the Select Tables/Functional Objects list. For steps on how to add the tables or functional objects back into the Select Tables/Functional Objects list, see Manage Migration Object List.

Some of the records for the selected tables or functional objects do not appear in the Compare Mode - Select Differences or Specify Mode - Select Export Records screens. Why?

A filter may have been applied to the table or functional object from a previous migration.

To determine which tables or functional objects have filters applied:

  1. On the Select Action (Home) page, select Administration > Show Filters.

  2. All of the tables and functional objects that have filters applied to them should be listed in Show Filters window.

To view the filter details for a specific table or function object:

  1. On the Select Tables/Functional Objects screen, highlight the table or functional object.

  2. Click Edit Criteria to display the filter details.

For more information about filtering tables or functional objects, see Applying Filter Conditions.

I cannot see the Migration Transaction screen in the application. Why?

You may belong to a security group that does not have rights to view or edit the Migration Transaction screens.

To verify your security group:

  1. Select Maintenance > Security > Group Security > Security Manager

  2. Determine which security groups are authorized to view the Migration Transactions screens.

For more information about the Migration Transaction screen and steps on how to modify groups security rights to the screen, see Migration Transaction Screen.