Application migration

Application Migration

The Migration module enables moving applications and configuration artifacts between EPMware environments, supporting development lifecycle and disaster recovery.

Migration module with Export, Import, and Monitor tabs

Migration Process

graph LR
    A[Source Environment] --> B[Export Artifacts]
    B --> C[Download XML]
    C --> D[Upload to Target]
    D --> E[Validate]
    E --> F[Import]
    F --> G[Target Environment]

Export

Export artifacts from the source environment:

Export artifact selection tree

Artifact Categories

Select artifacts to export:

Application Artifacts: - Application configuration - Dimensions and hierarchies - Member properties - Property mappings - Dimension mappings

Configuration Artifacts: - Workflows - Email templates - Lookups - Logic Builder scripts - Global settings - Export profiles - ERP import configurations

Security Artifacts: - Users (optional) - Groups - Security classes - Security provisioning

Export Process

1. Navigate to Administration → Migration → Export
2. Select artifacts to export:

Artifact selection for export

1. Click Export button
2. Monitor progress in Monitor tab
3. Download XML file when complete

Migration Example

Typical UAT to Production migration:

Selected for Export:
✓ HFM Application
  ✓ Properties
  ✓ Dimensions
  ✓ Metadata
✓ Workflows (all)
✓ Dimension Mappings
✓ Logic Scripts
✓ Email Templates
✓ Lookups
✓ Export Profiles
✓ ERP Import Configurations

Excluded:
✗ Infrastructure (different servers)
✗ Environments (not multi-env)
✗ Security (different in PROD)
✗ User accounts

Import

Import artifacts into the target environment:

Import configuration screen

Import Process

1. Navigate to Administration → Migration → Import
2. Choose import mode:
3. Merge - Add new, update existing

4. Replace - Delete existing, add new

5. Upload XML file:

Upload migration file dialog

1. Click Upload to stage import
2. Click Validate to check for issues
3. Review validation results:

Import validation results

1. Click Import to execute
2. Monitor progress in Monitor tab

Import Options

Option	Description	Use Case
Merge	Preserves existing, adds new	Incremental updates
Replace	Complete replacement	Clean slate import
Skip Errors	Continue on error	Partial imports
Backup First	Auto-backup before import	Safety measure

Monitor

Track migration job status and download files:

Migration monitor showing job history

Monitor Grid

Column	Description
Execution ID	Unique job identifier
Type	Export or Import
Status	Running/Completed/Failed
Start Time	Job start timestamp
End Time	Completion timestamp
Records	Artifact count
Output File	Download link
Log	View log file

Monitoring Actions

• Download Files - Click file icon to download
• View Logs - Click log icon for details
• Filter Results - Use search/filter options
• Refresh Status - Auto-refresh or manual

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