Data Migrator Overview

If you have large amounts of entity data to enter in Application Portfolio Management (APM), you can import it using the PPM Data Migrator for Microsoft Excel (Data Migrator). The Data Migrator is an add-in for Microsoft Excel that is provided with APM. A spreadsheet template was also provided for the Data Migrator that you can download.

The APM analyst and administrator can use the Data Migrator to create new entities in APM, update entity data and validation values in APM, and download entity and validation data from APM to a Microsoft Excel spreadsheet as described in the following topics:

• Before you start

• Install the Data Migrator

• Configure the connection to a PPM Server

• Creating an Import Spreadsheet

• Connecting to the PPM Server using the Data Migrator Wizard (for Entity-Related Tasks)

• Creating, Updating, and Downloading Entity Data

• Cancelling a Download, Create, or Update Process

• Creating New Entities with the Migrate Option

• Viewing the Detail Log and Fixing Logged Errors

• Downloading and Updating Validation Values

• Connecting to the PPM Server using the Data Migrator Wizard (for Validation-Related Tasks)

• Viewing, Exporting, and Importing Mapping Relationships

• Reinstalling the Data Migrator