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versago:migration_assistant

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versago:migration_assistant [2019/01/14 13:36]
runger created 		versago:migration_assistant [2019/11/13 13:59] (current)
akoehler
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-====== Introduction ======+====== Introduction (Migration Assistant) ======
  
 This document describes the steps for exporting Versago objects (reports, forms, etc.) from a Versago instance and importing them back into a Versago instance. This document describes the steps for exporting Versago objects (reports, forms, etc.) from a Versago instance and importing them back into a Versago instance.
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 The following documents contain additional information that may be helpful with understanding these processes. The following documents contain additional information that may be helpful with understanding these processes.
  
-  * Versago – Administration Console +  * [[versago:administration_console|Administration Console]] 
-  * Versago – Database Connections Configuration+  * [[versago:database_connection_configuration|Database Connections Configuration]]
  
 ====== Special Terminology ====== ====== Special Terminology ======
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 ====== Overview ====== ====== Overview ======
  
-The Versago export process provides a mechanism to create content in an instance of Versago, and then export that content for other uses. “Other uses” might include transferring the content to another instance of Versago or simply to have a backup.+The Versago export process provides a mechanism to create content in an instance of Versago, and then export that content for other uses. Other uses might include transferring the content to another instance of Versago or simply to have a backup.
  
 Conversely, the Versago import process takes the exported information and brings it back into Versago. The receiving Versago instance can be a different instance, or the same instance where it originated. Conversely, the Versago import process takes the exported information and brings it back into Versago. The receiving Versago instance can be a different instance, or the same instance where it originated.
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   * Click on the Admin link in the profile section of the Versago home page to access the Administration console.   * Click on the Admin link in the profile section of the Versago home page to access the Administration console.
   * Import and Export functions are found under the Migration Assistant category of the menu.   * Import and Export functions are found under the Migration Assistant category of the menu.
 +<WRAP center round important 60%> 
 +Please note that this wizard will not manage the export/creation of database objects such as views, stored procedures, and crystal reports. Those will need to be scripted and managed outside of this wizard. 
 +</WRAP> 
 ====== Export ====== ====== Export ======
  
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 Basic information about this export is defined in this tab. Basic information about this export is defined in this tab.
  
-{{:versago/migration1.png?288x227}} +{{  :versago/migration1.png?288x227  }}
- +
-  - Be sure to review the note at the top of this page. +
- +
-Please note that this wizard will not manage the export/creation of database objects such as views, stored procedures, and crystal reports. Those will need to be scripted and managed outside of this wizard.+
  
   - Enter a **Package Name** (required).   - Enter a **Package Name** (required).
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 Package Name, Package Description, and Package Version are only used for visual identification during the import process. The information in these fields is at your discretion. Package Name, Package Description, and Package Version are only used for visual identification during the import process. The information in these fields is at your discretion.
  
-The output file can be password protected if desired, although this is not mandatory.+The output file can also  be password protected if desired, although this is not mandatory.
  
   - Select the **Password Protection** checkbox.   - Select the **Password Protection** checkbox.
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 Custom menus can be selected for export on this tab. Custom menus can be selected for export on this tab.
  
-{{:versago/migration2.png?384x143}}+{{  :versago/migration2.png?384x143  }}
  
 ===== Forms Tab ===== ===== Forms Tab =====
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 Forms can be selected for export on this tab. Forms can be selected for export on this tab.
  
-{{:versago/migration3.png?384x173}}+{{  :versago/migration3.png?384x173  }}
  
 ===== Dashboard Tab ===== ===== Dashboard Tab =====
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 Dashboards can be selected for export on this tab. Dashboards can be selected for export on this tab.
  
-{{:versago/migration4.png?384x149}}+{{  :versago/migration4.png?384x149  }}
  
 ===== Reports Tab ===== ===== Reports Tab =====
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 Reports can be selected for export on this tab. Reports can be selected for export on this tab.
  
-{{:versago/migration5.png?384x187}}+{{  :versago/migration5.png?384x187  }}
  
 The selection process for the User, Profile, Roles, and Company tabs is the same. The selection process for the User, Profile, Roles, and Company tabs is the same.
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 Users can be selected for export on this tab. This option is not commonly used. Users can be selected for export on this tab. This option is not commonly used.
  
-{{:versago/migration6.png?384x104}}+{{  :versago/migration6.png?384x104  }}
  
 ===== Profile Tab ===== ===== Profile Tab =====
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 Profiles can be selected for export on this tab. Profiles can be selected for export on this tab.
  
-{{:versago/migration7.png?384x94}}+{{  :versago/migration7.png?384x94  }}
  
 ===== Roles Tab ===== ===== Roles Tab =====
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 Roles can be selected for export on this tab. Roles can be selected for export on this tab.
  
-{{:versago/migration8.png?384x102}}+{{  :versago/migration8.png?384x102  }}
  
 ===== Company Tab ===== ===== Company Tab =====
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 Company (database connections) can be selected for export on this tab. Company (database connections) can be selected for export on this tab.
  
-{{:versago/migration9.png?384x99}}+{{  :versago/migration9.png?384x99  }}
  
 ===== Database Objects Tab ===== ===== Database Objects Tab =====
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 This is the final step of the export process before creating and saving the export file. This is the final step of the export process before creating and saving the export file.
  
-{{:versago/migration10.png?384x261}}+{{  :versago/migration10.png?384x261  }} 
 + 
 +The left-hand pane shows what type(s) of database object(s) have been found. This is for information only and no action is required.  Any tables listed in this section will be created in the target system if they do not already exist.
  
-The left-hand pane shows what type(s) of database object(s) have been found. This is for information only and no action is required.+<WRAP center round important 60%> 
 +SQL Views and SQL Stored Procedures referenced by Versago SQL Select statements are not created as part of the Export/Import process.  These must be imported manually from the source system using normal SQL tools. 
 +</WRAP> 
 + 
  
   - Click [**Finish**] to initiate the generation of the export file.   - Click [**Finish**] to initiate the generation of the export file.
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   - Be sure the needed export files are available to use for selection via a standard Windows file explorer dialog.   - Be sure the needed export files are available to use for selection via a standard Windows file explorer dialog.
  
-  * Click on the Import link in the Admin console to begin.+  * Click on the __Import__ link in the Admin console to begin.
  
-{{:versago/migration11.png?384x228}}+{{  :versago/migration11.png?384x228  }}
  
   - Click the [**Select Files**] button.   - Click the [**Select Files**] button.
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     - This mapping is required to proceed.     - This mapping is required to proceed.
   - Click [**Import**] to begin processing.   - Click [**Import**] to begin processing.
-    - Information about the import processing is displayed in the Summary (right-hand) panel. \\ {{:versago/migration12.png?384x170}}+    - Information about the import processing is displayed in the Summary (right-hand) panel. \\ {{  
 + :versago/migration12.png?384x170  }}
  
   - Expand the row for additional information.   - Expand the row for additional information.
versago/migration_assistant.1547490991.txt.gz · Last modified: 2019/01/14 13:36 by runger

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