Step 1: Configuring the migration environment

You can configure the data migration environment in the WFM source instance where you plan to select the functional objects or tables to migrate to the WFM target environment.

  1. Select Maintenance > System Administration > Data Migration > Migration Environment.
  2. Click Create New Entry to create a new migration environment or Edit to modify an existing environment.
  3. Specify this information:
    Name
    Name of the migration environment. A migration environment is a configuration that is used to send configuration data from a source instance of WFM to a target instance of WFM. You can configure multiple migration environments.
    Description
    Description of the migration environment.
    Folder Path
    Specify the location on the target environment/instance of WFM to send the migration file.
    Public Key
    The PGP public key that you generated on the target environment/instance of WFM. For more information on how to do this, see Generating the PGP public key for a data migration.
    Active
    Specify whether the environment is active or inactive.
    Allow Migration
    Select this option to allow the user to run the migration on the target instance. If this option is not selected, the user on the target instance of WFM can only view the migration.
    SFTP Config
    Specify the File Transfer Endpoint or target environment where you send the data migration file. This is configured in WFM and allows the source instance of WFM to send the data migration file to a specified location on the target instance of WFM.

    See Infor Workforce Management User and Administration Library (Multi-tenant) > Administrator > Time and Attendance.

    Upload to Environment
    Specify the target environment for file migration. This is a cloud-based storage in AWS that works for all multi-tenant deployments including Infor GovCloud environments, enabling seamless file transfers between systems without requiring SFTP server.
    Note: When a target environment is selected, SFTP configuration is no longer required.
  4. Click Save.