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Setting Data Migration Permissions

Use the Data Migration permissions page ( (PERMLIST_ADS) to set the security for migrating data.

Image: Data Migration Permissions page

This example illustrates the fields and controls on the Data Migration Permissions page. You can find definitions for the fields and controls later on this page.

Data Migration Permissions page

The Data Migration page has links to the Access Group Permissions page, where you can define the records to which the user can have access in the Data Migration Workbench, and the Copy Compare Permissions page, where you can define the copy and compare operations that the user can perform.

Defining Access Group Permissions

Use the Permission List Access Groups page (SCRTY_ADS_ACC_GRPS) to define the query tree and access groups, as well as the read and write privileges.

Note: If the permission list grants full access to Upgrade, it is not necessary to include all of the access groups for a Copy from File. The access group security is always used when creating a data migration project.

Image: Permission List Access Groups Page

This example illustrates the fields and controls on the Permission List Access Groups Page. You can find definitions for the fields and controls later on this page.

Permission List Access Groups Page

Access groups are nodes in a query tree, which you build with Query Access Manager. After you build a query tree, you give users access to one or more of its access groups. Then, they can generate queries on any tables in the access groups accessible to them.

Data Migration Workbench uses the query trees defined in Query Access Manager (PeopleTools, Security, Query Access Manager).

Users who have access to Data Set Designer can create data set definitions for any records in the database, however in order to copy or compare the data set, the user must have permission to an access group that contains the records to be copied or compared.

To add an access group to a permission list:

  1. Open the permission list and select the select Data Migration tab, then select Access Group Permissions

  2. Select a tree name.

  3. Select the highest access group that the user can access.

    The system displays access groups in the selected query tree only.

    The access group that you select should be the highest-level tree group to which this permission list needs access.

  4. Select the Read check box to grant the user access to the compare reports for this access group.

    Note: Read access is enough for Copy to file and Compare operations.

  5. Select the Write check box to grant the user access copy data for this access group from a file.

    Note: Write access is required for Copy from file.

  6. Save your changes.

Read Write Privileges


Permission Required

Copy to file


Copy from file


Compare from file


Defining Copy Compare Permissions

Use the Copy Compare Permissions page (SCRTY_ADS_PROFILES) to define the access permission for copying and comparing data migration projects.

Image: Copy Compare Permissions page

Copy Compare Permissions Page

Copy Compare Permissions page

Use this page to specify the copy and compare options available.


Select the appropriate access level. Options are:

  • Full Access: Enables user to copy and compare the data set.

  • No Access: User can not copy or compare the data set.

  • Read-Only: User can compare the data set.

Allow setting Copy Compare attributes on data set definitions

The user can set the copy and compare options on the data set definition.

This privilege should only be given to architects with a thorough knowledge of the data set definition and its associated data content who would certify data set definitions to be copyable and comparable. A flawed data set definition could corrupt a data base. A partial list of considerations for the architect includes the following items to assess:

  • The validation rules expressed in the application class must be accurate and complete.

  • Records in the data set should represent a tightly coupled set of data.

  • Copying the data set must preserve dependency relationships.

  • No orphan rows should be created in copy or delete.

  • Consideration should be made of validation dependencies: if a dependent object is being copied from the source, it must be copied before the objects that depends on it.


Copy Compare Access

Copy to File

Copy from File

Compare from File

No Access




Read-Only Access




Full Access




Setting Upgrade Permissions

In order to copy from file, the user must have all of the appropriate permissions to the records in the file. To simplify this process, you can create a permission list that includes Full Access to Upgrade.

Full access to upgrade allows the user to copy any record without checking the specific authority to that record. Once you create a permission list with this access and assign it to a role, you should limit the number of users who are granted the role.

To assign Full Access to Upgrade:

  1. Select select PeopleTools, then select Security, then select Permissions and Roles, then select Permission Lists

  2. Select the PeopleTools tab.

  3. Select the Application Designer check box.

  4. Select the Tools Permission link.

  5. Select Full Access for Upgrade.

  6. Click OK and the save the page.

Image: Tools Permissions page

This example illustrates the Tools Permissions page with Upgrade set to full access.

Tools Permissions page