Migrate entities from web UI

You can migrate PPM entities from one instance to another, such as from the test environment to the production environment, from the web UI.

In this topic:

Configurations page

The Configurations page provides three areas:

• Export/Import Validations Data: Export and import validation list data.
• Export/Import Entity Configurations: Migrate entity configurations such as workflows and request types between instances.
• Export/Import Entity Data: Export and import project and request data templates. Available from version 26.3.

Export entity configurations

Export entity configurations from the source instance such as the test instance using the Export/Import Entity Configurations area.

To export entity configurations from the source instance:

1. Log on to the instance from which you want to migrate entities.

2. Click the Administration button in the masthead.

3. From the Administration menu, click Configurations.

   All the entities that can be migrated are listed, grouped by entity type. Each group displays the number of entities within it.

4. To export one or more entities, expand the relevant group and select the target entities you want to migrate. You can use the Search box to quickly locate an entity by its name.

5. When you have selected all the target entities, click Export Entities to export them.

Import entity configurations

Import entity configurations to the target instance such as the Production instance using the Export/Import Entity Configurations area.

To import entity configurations to an instance:

1. On the Configurations page, click Import Entities and then drag and drop the bundle files containing the desired entities to the Drag and drop bundle files here to import area.

   If you want to perform a trial run without actually importing the entities, select the Trial Import checkbox.

   Note: If the entity you want to migrate references other entities that already exist in the target instance, these referenced entities are not replaced unless they are also selected for migration.

Export/Import Validations Data

Export and import validation list data using the Export/Import Validations Data area.

To export validations:

1. On the Configurations page, open the Export/Import Validations Data area.
2. Select the validation lists you want to export.
3. Click Export to download the export file.

To import validations:

1. In the Export/Import Validations Data area, click Import and drag and drop the export file to the import area.
2. Review the import results.

Export/Import Entity Data

Available from version 26.3: In the Export/Import Entity Data area, you can export and import project data templates by project type. Request data templates by request type are also available (Beta).

To export an entity data template:

1. Open Administration > Configurations.
2. Open the Export/Import Entity Data area and select the target entity (for example, Projects or Requests).
3. Click Export, select the target template type, and export the file.
4. Update the exported file with the records you want to import.

To import entity data:

1. In the same Export/Import Entity Data area, click Import.
2. Select the same template type that matches the exported file.
3. Choose the file and start the import.
4. Review the import result. Invalid records are rejected with validation details. If there are failures, download the failure details file and correct the data before reimport.

See also

• kMigratorExtract.sh
• kMigratorImport.sh