Importing and Exporting Migration Maps

Accolade provides Administrators and Process Designers the ability to export migration maps from one Accolade environment and import it into another Accolade environment. For example, your company may have a test environment set up during your implementation, or you may have company branches that are new to Accolade that are hosted in a separate environment. Instead of having to recreate migration maps in each environment, download the information and import it into the new environment.

The download exports the migration map configuration into a spreadsheet file with the information in the following tab within the file:

• Migration Map

To export migration maps:

1. From the System menu, select Process > Migration Maps.
2. Click Download in the top right corner of the page.

By default, the file exports automatically to a temporary internet files directory. Save it to a more accessible location.

To import migration maps into Accolade:

1. Ensure the data within the spreadsheet meets the requirements for a successful import.
2. Remove any migration maps that you do not want to include in the upload from the spreadsheet and save the file.
3. From the System menu, select Process > Migration Maps.
4. Click Upload in the top right corner of the page.

Accolade uploads the changes to the migration maps in the spreadsheet, and adds any new migration maps with unique system names.

5. (Optional) Click Print to print the import results for your records.

Migration Map Settings Included in the Spreadsheet File

The columns in the downloaded spreadsheet include the settings for each migration map in the order listed below. For a description of each migration map setting, see Creating Migration Maps.

Important! Using the import and export tools to update configuration can result in unintended changes if information is missing or creates an error during the import process. Sopheon recommends reviewing Importing and Exporting Configuration Components Best Practices before making changes in a production environment.

• Migration Map

   

  Column Name	Accepted Values on Upload*	Additional Notes
  Migration Map System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a migration map exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new migration map is created.
  Migration Map Name	Any	If blank, the migration map does not upload.
  From Model	Any valid process model name	If blank, the migration map does not upload.
  To Model	Any valid process model name	If blank, the migration map does not upload.
  Next Gate	Any	If blank, the migration map does not upload.
  Retain Project Manager	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Retain Project Access Group	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Retain Project Team	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Retain Project History	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Copy Project Links	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Close Source Project	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Active	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Delete	Yes, Y, True, 1, X*	All other values are treated as No on upload.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).