Difference between revisions of "TM Migration Export"
From EHS Help
(→Export Instructions) |
|||
| (2 intermediate revisions by the same user not shown) | |||
| Line 9: | Line 9: | ||
* [Optional] run yearly exports to gradually export all the data. (''will overwrite any existing data'') | * [Optional] run yearly exports to gradually export all the data. (''will overwrite any existing data'') | ||
| − | * Run at least one FULL export (''will '''not''' overwrite any existing data files'') | + | * Run at least one FULL export until there are zero failures (''will '''not''' overwrite any existing data files'') |
* [Optional] if there has been more activity in Telemarque since the Full export, run an Audit Upgrade export once TM has been closed down to ensure the latest data is available. ''will overwrite any existing data files''. | * [Optional] if there has been more activity in Telemarque since the Full export, run an Audit Upgrade export once TM has been closed down to ensure the latest data is available. ''will overwrite any existing data files''. | ||
| Line 25: | Line 25: | ||
# Click ''Next'' to proceed to the Export page. | # Click ''Next'' to proceed to the Export page. | ||
# Select the '''Export Year''' export type | # Select the '''Export Year''' export type | ||
| − | # Select the year from the next drop down | + | # Select the start year from the next drop down field. |
| + | # Select the end year from the next drop down field. | ||
## It's recommended to migrate the oldest years first (as recent years will still be being worked on in TM) | ## It's recommended to migrate the oldest years first (as recent years will still be being worked on in TM) | ||
| + | ## To export a single year, select the same year in both boxes. | ||
# Press the ''EXPORT DATA'' button | # Press the ''EXPORT DATA'' button | ||
# The log will output the current settings and any important messages. | # The log will output the current settings and any important messages. | ||
# The progress bar underneath the log indicates progress, as well as the fields above the log showing the count information. | # The progress bar underneath the log indicates progress, as well as the fields above the log showing the count information. | ||
| − | |||
===Running a Full Export=== | ===Running a Full Export=== | ||
| Line 50: | Line 51: | ||
| − | [[File: | + | [[File:Tm2 export.jpg]] |
''Example Export Page'' | ''Example Export Page'' | ||
Latest revision as of 15:19, 6 June 2018
Contents
Considerations
- An export can be run at any time prior to importing to AquilaCRS, even if Telemarque is actively being used.
- Data can be exported year by year in order to export the data piecemeal & thus minimise server impact.
- When all the TM data has been exported, it can be kept up to date with any new edits in Telemarque by using an "Audit Update Export".
- We recommend running the export during quiet periods in order to prevent slowing down systems like Telemarque & IBID.
Export Instructions
- [Optional] run yearly exports to gradually export all the data. (will overwrite any existing data)
- Run at least one FULL export until there are zero failures (will not overwrite any existing data files)
- [Optional] if there has been more activity in Telemarque since the Full export, run an Audit Upgrade export once TM has been closed down to ensure the latest data is available. will overwrite any existing data files.
Running a Yearly Export
- Remote desktop into UHSM-IBID2 - *please use the same user each time to login to the computer*
- Open the TM Migration Assistant
- Click the Next button to get to the settings page
- Under the Application Settings header, change the Assistant Mode to Migration
- Under the Export Settings header, make sure the Export Directory is set to your desired location.
- See the screen shot below for an example
- Once the Export Directory has been set and data exported, do not alter this value
- Click Test Conn to ensure the Telemarque database is available
- Click Next to proceed to the Export page.
- Select the Export Year export type
- Select the start year from the next drop down field.
- Select the end year from the next drop down field.
- It's recommended to migrate the oldest years first (as recent years will still be being worked on in TM)
- To export a single year, select the same year in both boxes.
- Press the EXPORT DATA button
- The log will output the current settings and any important messages.
- The progress bar underneath the log indicates progress, as well as the fields above the log showing the count information.
Running a Full Export
All steps the same as running a yearly export (above), except:
8) On the Export Telemarque Data page, select Full Export
Running an Audit Update Export
All steps the same as running a yearly or full export (above), except:
8) On the Export Telemarque Data page, select Update since last Full
Example Settings Page
Example Export Page
Return to Telemarque Migration Assistant
