Data Migration tool

The Data Migration tool is used to transfer configuration data between two instances of Workforce Management. However, it only works within the same database platform type and does not support transfers between different database types, such as migrating data from Oracle to SQL Server. Use this tool to transfer configuration data from a source environment to a target environment, and automate many key migration tasks.

For example, you can transfer data from a development environment to a testing environment during an application implementation. After the testing is complete, you can then migrate the data from the testing environment to a production environment.

Schema comparisons in the Data Migration tool are processed asynchronously, eliminating performance bottlenecks associated with synchronous validation and comparison.

Starting in release 2026.05, the Data Migration tool includes enhancements to improve the migration of Calculation Groups (Calc Groups). A Calc Group is treated as a composite entity that includes:
  • Calc group definition
  • Calc group versions
  • Effective-dated history
All components are migrated together to maintain consistency.
Note:  The calc group version functional object must also be selected to ensure that the correct data is migrated from the source environment to the target environment.
When source and target histories overlap:
  • The source configuration is applied to overlapping date ranges
  • The target configuration is preserved for non-overlapping ranges
This maintains a continuous and accurate timeline after migration while ensuring that the source data takes precedence in cases of overlap.

Audit records for calculation group migrations

As of release 2026.04, calc group audit records are excluded from calculation group migrations when migrated as Functional Objects. Audit records track operations performed in the source environment only and are not supported in the target environment. Excluding these records improves migration performance and helps prevent memory-related errors when migrating large or complex calculation groups.

See Excluded records.

During calculation group migrations, new calculation group audit records are generated based on the actions performed by the Data Migration tool.

These audit entries are created with the system-level user WORKBRAIN and an audit message Created by Migration Tool is displayed both in the Migration Import Transaction Details screen and the Quick Rule Editor.