Migrating standalone objects

Migrate the configuration of new and changed objects from your source instance to your target instance.

Before you start

Review the planning information and complete the required actions for migrating the configurations of standalone objects.

Planning the migration

About migrating configurations

If you want to migrate multiple or all of the types of standalone objects from your source to your development instance, you complete the migration in the following order:

Data model objects
Data model fields
Roles
Screen designs: Web and mobile
Saved searches

Then, you migrate the following objects in this order:

Dashboards and widgets
Workflows
Credentials
Global settings
Integrations

For each object that you migrate, you complete the following actions:

You select the objects and the fields for the objects that you want to migrate.
You test the migration.
You complete the migration.

Depending on the type of object that you select, you might be prompted to make additional choices. For custom objects, you are prompted to sync the migration. If you sync a custom object, the custom object and its related records are migrated.

Procedure

Log into your source instance of Oomnitza.
From the menu, click Configuration > Migrations > Migrate.
Click PERFORM MIGRATION.
Select Standalone as the migration type.
Select the scope such as Data Model.
Select the objects such as Contracts and Currency. Click Ctrl and right-click the mouse to select multiple items.
Click NEXT.
To validate the migration, click TEST.

Result

When you run the migration in test mode, the migration is validated and you’re notified whether the migration can be completed or can’t be completed because of dependency violations or other issues. The results of the migration test are recorded in the Sync Session log.

Important
To check the status of the items that are being migrated, click Migrations > Migration Log. To get more information, click the migration item.