Difference between revisions of "TM Migration Export"
From EHS Help
(→Steps) |
(→Export Instructions) |
||
| (13 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | + | ==Considerations== | |
* An export can be run at any time prior to importing to AquilaCRS, even if Telemarque is actively being used. | * 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. | * Data can be exported year by year in order to export the data piecemeal & thus minimise server impact. | ||
| − | * When all | + | * 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 | + | * We recommend running the export during quiet periods in order to prevent slowing down systems like Telemarque & IBID. |
| − | == | + | ==Export Instructions== |
| − | # Open the Migration Assistant | + | * [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 | # 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 ''Test Conn'' to ensure the Telemarque database is available | ||
# Click ''Next'' to proceed to the Export page. | # Click ''Next'' to proceed to the Export page. | ||
| − | # Select the | + | # Select the '''Export Year''' export type |
| − | # | + | # Select the start year from the next drop down field. |
| − | # Press the ''EXPORT DATA'' button | + | # 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''' | ||
| + | |||
| + | |||
| + | [[File:Tm2 settings.png]] | ||
| + | |||
| + | ''Example Settings Page'' | ||
| + | |||
| + | |||
| + | [[File:Tm2 export.jpg]] | ||
| + | |||
| + | ''Example Export Page'' | ||
| + | |||
| − | [[ | + | Return to [[Telemarque Migration Assistant]] |
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
