Siebel Business Rules Administration Guide > Configuring the Business Rules Development Environment > Migrating Rules Between Environments >

Migrating Knowledge Base Data Between Environments

You can migrate a knowledge base (concepts and relations) to a new knowledge base or to an existing datasource by using the Backup utility in HaleyAuthority.

You cannot use the Backup utility to migrate a knowledge base to a datasource with existing knowledge base tables. Thus two developers cannot both backup their local knowledge bases to the target environment. Only one may do so. Subsequent objects must be imported manually into the target knowledge base.

CAUTION:  To better control backups, you may want to restrict the systems each user can access so that only certain users can do backups.

NOTE:  You can also use the Backup utility to roll back a knowledge base back to a prior state.

To migrate data in a knowledge base to the target environment

1. Open the source knowledge base in HaleyAuthority.
2. Choose Tools > Backup, and choose one of the following, depending on your situation.
   • Into new HaleyAuthority Knowledge Base. Choose this option to make a local copy of the knowledge base as a new Access knowledge base.
   • Into existing ODBC datasource. Typically, choose this option to migrate the knowledge base data to a new target environment on a database server.
3. Save the knowledge base to the target environment:
   • If you are backing up to a new knowledge base, then specify that knowledge base file and location in the Specify HaleyAuthority Knowledge Base dialog box.
   • If you are backing up to an existing ODBC datasource, then select the target datasource in the Knowledge base selection dialog box.

     NOTE:  You are disallowed from backing up to a datasource that has existing knowledge base tables, with or without data.

For subsequent developers to migrate their HaleyAuthority knowledge base objects to the target HaleyAuthority knowledge base, they must manually import those same Siebel objects to the target HaleyAuthority Knowledge base.

NOTE:  Multiple developers are disallowed from concurrently importing objects into a knowledge base. A message displays to those who attempt to import objects while an import is in progress.

An alternate method to migrate knowledge bases from multiple sources is to manually import all of the objects (in serial sessions), instead of backing up the first knowledge base.

For information about importing objects, see Using Siebel Object Importer.