Migration Manager

Migration Manager Overview

Migration Manager Application

The Migration Manager application is used to migrate configuration content from one product environment to another.

You manage the configuration content that you want to migrate in the form of package definitions and packages. As part of your implementation of a migration process, you use the Migration Manager application to define and create the package definitions, and then distribute and deploy the packages.

For example, you can migrate configuration from a development environment to a test environment. After testing, you can migrate the configuration to a production environment. The development environment is the source and the test and production environments are targets. You can use this approach during the initial configuration of the product or at any time when you want to change your configuration of the product.

The Migration Manager application has the following tabs:

• The Migration Manager application has the following tabs:

• List: To search the Migration Manager application for package definitions.

• Package Definition: To define, save, approve, and activate package definitions.

• Package Definition Structure: To view the hierarchical structure of a package definition.

• Distribution: To distribute a package from a source to a target environment.

• Package: To create, distribute, and deploy physical packages.

• Messages: To view detailed messages about the creation or deployment of physical packages.

List Tab

You use the List tab to search the database for a specific record or group of records that meet your criteria. You use the filter fields located above the List table window to enter basic search criteria.

The List tab has an Search Toolbar with the following links:

Advanced Search: Select from a list of the following options:

More Search Fields

Enter Where Clause

View Search Tips

Save Query: Select from a list of the following options:

Save Current Query

View/Manage Queries

Package Definition Tab

You use the Package Definition tab in the Migration Manager to create package definitions, which are templates for individual packages. A package definition organizes the content to be migrated, and must be created before other migration activities occur.

Header

The header area identifies the package definition and provides status information.

Migration Groups section

Each row in the Migration Groups section contains the following attributes:

Migration Group - Name of the migration group.

Description - Description of the migration group

In this section, you can add migration groups to or delete migration groups from a package definition.

You can also set conditions for migration objects within a migration group in a snapshot package definition by clicking Set Where Clause .

To view dependent migration groups, click View Details to the left of the Migration Group row.

Dependencies section

The Dependencies section lists the groups that the current migration group is dependent on. The dependencies are the relationships between the underlying migration objects in the database. In this section, you can see whether a set of configuration data in a migration group depends on another set of configuration data in a different migration group.

Compiled Sources section

In the Compiled Sources section, you can add or delete information about compiled sources to or from a package definition.

Each row in this section contains the following attributes:

File Name - Name of the compiled source file.

Description - Description of the compiled source.

Package Definition

Migration Groups and Compiled Sources

Package definitions can contain migration groups and compiled sources.

Migration groups

A migration group is a collection of related migration objects. A migration object is a group of related business objects (database tables).

You use the Migration Groups application to define and aggregate configuration objects, which simplifies the creation of package definitions.

Compiled sources

You can include references to compiled sources in a package definition. A compiled source is any file that is outside the product database, but is part of the Enterprise Archive (EAR) file. Compiled sources can include many types of files, such as class files, archive files, image files, and properties files. Compiled sources are typically in folders of the product installation, but can also be on the local client computer or on a mapped network drive

If you need to migrate multiple compiled source files, combine them into a single EAR file to simplify the migration process.

Header Area of the Migration Manager Tabs

The Package Definition, Package Definition Structure, Distribution, Package, and Message tabs all have a header area to identify the package definition and provide status information.

The header area has the following fields:

Package Definition Name - The name of the package definition.

Source - The name of the product source environment where you defined the package. This name is a combination of the database host name, the database identifier, and the database schema name. The source name helps you to identify where the data comes from. The source name is also used in the name of a package to ensure that every package name is unique.

Type - The type of package definition. A package definition can be a snapshot or a change. You specify the type when you create a package definition.

Batch Size - Specifies the number of records to be retrieved at a time when a package is created. The default value is 100.

Change Role - Specifies a designated role. Only changes made by users in this role are captured by the Migration Manager application when a change package is created.

Status - An indicator of the migration activities that can be performed on the package definition. The status can be WAPPR (waiting for approval), APPR (approved), or LOCKED.

Active - If selected, indicates that you can create a package from the package definition. For a change package definition, this check box indicates that the event listeners are registered and that the Migration Manager application is capturing change information. An active package definition cannot be modified. A package definition must be active before it can be used to migrate data.

Change By - The user who last changed the package definition.

Change Date - The date that the package definition was last changed.

Package Definition Structure

Package Definition Structure Tab

You use the Package Definition Structure tab to view a hierarchical representation of the content that can be in the selected package definition. The hierarchy shows the following information:

The migration groups in the package definition

The migration objects and objects structures in each migration group

The business objects within each object structure

Any compiled sources in the package definition

Hierarchy section

The hierarchy section shows the information about the package definition in nested levels. The root entry of the hierarchy is the name of the current package definition.

The root entry can have the following entries:

Migration Groups - The migration groups in the package definition and the migration objects in those groups. This level can also have a Dependencies entry, which shows the migration groups that a particular migration group depends on.

Package Metadata - The metadata that describes the package definition.

Compiled Sources - The compiled source files that are included in the package definition. Each entry shows the absolute path and file name.

Distribution Tab

You use the Distribution tab to associate targets with a package definition and to change or delete these associations.

 

Distributions section

Each row in the Distributions section has the following attributes:

Target Name - Name of the environment to which the package based on the package definition can be distributed.

Description - Description of the target environment.

Type - The type of target, either DATABASE or FILE, depending on whether the target is a remote database or a file on a file system.

Database URL or File Path - The database URL or absolute path on a file system that is accessible to the application server.

To view details of a distribution, click View Details to the left of the distribution row. To delete a distribution, click Mark Row for Delete to the right of the distribution row.

Target Details section

The Target Details section includes the following fields:

User Name - User name for the target database.

Schema Name - Name of the database schema.

Change By - The ID of the user that last modified the distribution definition.

Change Date - The date and time of the last changes to the distribution definition.

Package Tab

You use the Package tab to perform the following tasks for a package definition:

Create or delete a package

Distribute or redistribute a package

Download compiled sources in a package

Download a package

Deploy a package

Close a package

Packages section

Each row in the Packages section includes the following attributes:

Package - Name of the package, which is a combination of the package definition name and the source information.

File Name - The name of the package with the archive file extension. For a package with a database as its target, this field is empty.

Status - Status of the package.

Status Date - The date when the status was applied to the package.

To view detailed information about a particular package, click View Details

Package Details section

The Package Details section shows the following fields for the selected package:

Package - The name of the package. The name is a concatenation of the package definition name, source, and date and time of creation, separated by underscores. For example, if the package definition is MyTest, the source is ServerA and the date and time is 10 July 2008, 16:00:00, the package name is MyTest_ServerA_20080430160000.

Status - Status of the package.

Progress Status - Indicates the progress of the package processing in the source or target environment.

File Name - The file name that corresponds to this package if a package file is generated

Direction - Specifies whether the package is outbound (from the source environment) or inbound (to the target environment).

Redistribution Source - The source information from where the package is being redistributed. This value is the combination of database identifier, database schema, and database host name. These values are retrieved from the database server in the environment from where the package is to be redistributed. The redistribution source is not the original source of the package.

Change By - The user who last changed the package.

Status Date - The date and time when the package was last changed.

Readme Information - The information that was entered when the package was created.

SubTabs

The Package tab has tabs that show more information about the selected package.

Manifest tab

XML-formatted information that represents the content of the package and the version information. This information is used in the target environment to deploy the package.

Status History tab

The status and progress status of the creation and deployment of the package. This tab has the following fields:

Status - The status of the package.

Progress Status - The progress status of the package.

Memo - Information about the change of status.

Status Date - Date and time when the user changed the status.

The Details section shows the following additional fields:

Redistribution Source - Indicates whether the status change was caused by a redistribution of the package. The value shows the environment from where the redistribution was initiated. If the package is not a redistributed package, this field is empty.

Change By - The user who changed the status.

Change By - The user who last changed the package.

Status Date - The date and time when the package was last changed.

Readme Information - The information that was entered when the package was created.

SubTabs

The Package tab has tabs that show more information about the selected package.

Manifest tab

XML-formatted information that represents the content of the package and the version information. This information is used in the target environment to deploy the package.

Distribution Tracking tab

Information about the history of the distributions of the package to the target environment. Primarily indicates the success or failure of the distributions This tab has the following fields:

Target - The environment to which the package was distributed.

Status - The status of the distribution.

Status Message - A message about the distribution.

Distribution Date - The date the package was distributed.

The Details section has the following additional field:

Distributed By - The user who distributed the package.

 

Migration Groups Application

You use the Migration Groups application to organize and group configuration content that you want to migrate. After you set up the configuration content in migration groups, you can include these groups in package definitions in the Migration Manager application. Migration packages can be created from the package definitions and these packages can then be migrated to another system or environment.

You can work with migration groups that are included with the product (internal migration groups) or you can create your own (user-defined) migration groups.

The Migration Groups application has the following tabs:

List: To search for migration groups.

Migration Group: To create, view, modify, or delete migration groups.

Migration Group Structure: To view in a hierarchy the migration objects that are contained in a migration group.

Migration Groups Application List Tab

Migration Group Tab

You use the Migration Group tab in the Migration Groups application to define new migration groups and their dependencies. You can use these new migration groups in package definitions that you create in the Migration Manager application. The Migration Group tab has the following sections:

• Header
• Migration Objects

• Dependency

Header section

The header section has the following fields:

Migration Group - The name of the migration group.

Migration Group Order - Assign the correct order to migration groups to ensure correct sequential processing of configuration data. If migration groups are not ordered correctly, the deployment of migration packages that contain these groups using the Migration Manager application might fail. For example, if records in migration group B are dependent on records in migration group A, specify the correct ordering to ensure that the Migration Manager application inserts or updates the records from migration group A into the target database before inserting or updating the records from migration group B.

Internal - If this check box is selected, the migration group is included with the product. The check box is read only. You cannot modify internal groups.

Migration Objects section

The Migration Objects section displays the migration objects in a migration group. You can view the migration objects or add objects to a migration group that you create. Each row in this section contains the following attributes:

Migration Object - The name of the migration object.

Description - The description of the migration object.

Migration Object Order - The order of the migration object within the migration group. Objects are processed in sequential order during the create and deploy tasks of the migration process. The value must be unique within the migration group.

As a default, the next sequential value is assigned.

When a package is created, the Migration Manager application checks the object order to determine the sequence in which the migration object are processed. When a package is deployed, the Migration Manager application first populates tables in the target database with parent records, and then populates related tables with the related child records.

Internal - If this check box is selected, the migration object is included with the product. You cannot modify internal objects.

To view detailed information about a particular migration object, click View Details to the left of the Migration Object row.

 

Example of migration object ordering

You can use the BPM (Business Process Management) migration group to move workflow processes. This migration group contains the following migration objects, which must be processed in the order shown:

DMACTION

DMROLE

DMCOMMTEMPLATE

DMESCALATION

DMWFPROCESS

The order must be followed because a workflow process might refer to one or more actions, roles, communication templates, or escalations. Similarly, an escalation might refer to one or more actions or communication templates, and a template might refer to a role.

If these objects are not processed in this order, the migration might fail, because the system might attempt to insert a record into a table before inserting a related and required record into a related table.

Dependency section

The Dependency section lists the groups upon which the migration group that is shown in the header section (the current migration group) is dependent. These dependencies indicate relationships between the underlying migration objects in the database.

To view detailed information about a dependency, click View Details to the left of the Dependent Migration Group column in the Dependency row.

Migration Group Structure Tab

Use the Migration Group Structure tab to view a hierarchical representation of the currently selected migration group, its migration objects, and the business objects of each migration object.

This tab also shows the dependent groups of the currently selected migration group, the migration objects, and the business objects of each migration object.

When you select this tab, the hierarchy is shown collapsed. Expand the hierarchy by clicking the plus symbols .

Object Structures Application

You use the Object Structure tab to identify the objects and data fields that comprise an object structure. You also use the Object Structure tab to define the following characteristics of the object structure:

Which system application consumes the object structure

Whether you can use the object structure to create, update, and delete object content or to restrict the object structure use to query and to publish object content

Whether you can use the object structure to represent a non-hierarchical structure (flat file data)

The objects you can include in the object structure and the relationships between the objects

The processing sequence for child objects that share the same parent object

Migration Of Configuration

Migration task flow

1 Define - The process of creating a package definition in your source environment. A package definition defines the boundaries of what product configuration content you want to include in packages based on the definition.

2 Create - Prepare a package instance containing the product configuration content based on the package definition.

3 Distribute - After you create a package, you distribute the package to one or more appropriate target environments. You must distribute a package to a target environment before you can deploy it to that environment. You can distribute to a database target or file target. Distributing to database is useful
when migrating data from development to test. Distributing to file is useful when distributing from test to production, where direct access to a production database might be strictly controlled.

4 Deploy - Directly apply the product configurations contained in a package into the target environment. Back up your target database before you deploy a package to that environment. To preserve the integrity of structural changes, you can only deploy one package at a time.