Example Migration: Extracting a Request Type

The following example shows a procedure that you can use to migrate a request type from a QA instance of PPM to a production instance.

Before you perform the following steps, make sure that you have a valid user account in both the source and destination instances, and that these accounts have the same user name. When the migrator extracts an entity from the source instance, and then imports it into the destination instance, it provides your security information.

To migrate a request type:

1. Create the KINTANA_SERVER environment If the environment definition for the PPM Server is not configured.

   Note: Because you control this migration from the production instance, the environment you define represents the destination for entity migrations.

   1. In the Environment Workbench, open the KINTANA_SERVER environment.

   2. To the right of the Server section, select the Enable Server checkbox.

   3. Provide the server information.

      Note: Because this environment definition represents the PPM Server that you are using to run the migration, there is no need to specify connection information for it. The migrator performs the required actions locally, without opening a separate SSH session.

   4. Define and enable the source environment.

      Note: You must specify connection information for the source environment, including the user name and password, base path, and connection and transfer protocols.

2. Create a deployment management workflow.

   For information about how to create a workflow, see the Deployment Management User’s Guide.

   Specify the QA environment as the source, and the production environment (KINTANA_SERVER) as the destination of the execution step.

3. Create a package.

   For information about packages and how to create a package, see the Deployment Management User’s Guide.

4. In the Package: <Package_Name> window, in the Workflow field, specify the workflow you created.

5. Click New Line.

   The Add Line dialog box opens.

6. In the Object Type field, type PPM Request Type Migrator.

7. On the Parameters tab, provide the following information.

   Field Name	Description
   Migrator action	To control how extensive a migration to perform, in this list, select Extract only.
   PPM source password	In this field, type the password for your PPM account on the source instance.
   PPM dest password	In this field, type the password for your PPM account on the destination instance.
   Request type	In this field, type the name of the request type that you want to migrate.

   Note: For information on Migrator action list dependencies, see Migrator Action List.

8. Submit the workflow.

9. Process the workflow.

10. Check the execution log to verify that the migration completed successfully.