Using the Migration Manager

Objective

After completing this lesson, you will be able to describe the purpose and functionality of the Migration Manager.

Migration Manager Tool

The Migration Manager is a tool that allows implementors to migrate configurations from one environment to another; for example, from a development or test environment to a production environment. You can also use this tool to export records such as users and cases and do bulk updates.

All of the components that we have created in this course can be migrated, and many more. Some examples of components to migrate include departments, user types, custom fields, notifications, email templates, and workflows. A full list of components can be found in the online help.

Two export types are available: Binary files (WFB) and Text. WFB should be selected any time you are exporting components to migrate; text files are for information and documentation only and cannot be used for migration.

Download Components from the Source Environment

Steps

Open the Setup screen in the source environment.
Select Administration→Migration Manager .
Use the Component menu to select the component type.
In the field below, use the checkboxes to select which components to export.
Set the export type to WFB.
Enter a file name.
Select Download Data.

Import Components to the Destination Environment

Steps

Open the Setup screen in the destination environment.
Select Administration→Migration Manager .
Select the Import tab.
Drag and drop the WFB file to the Upload box.

Summary

The Migration Manager migrates configuration objects between environments.
Components to migrate include departments, user types, fields, notifications, email templates, workflows, and more.
Use WFB files for migration; text files are for documentation purposes only.
Export components by selecting the type, setting WFB format, naming the file, and downloading.
Import components by uploading the WFB file to the destination environment via the Migration Manager.

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