Developing and Deploying Siebel eBusiness Applications > Deploying the Application > Migrating Data from the Test Environment to Production >

Moving Program Data

You must move program data, specifically Assignment Manager, Workflow and Personalization data from the test environment (where you created it) to the Production environment, as described in this section.

Moving Assignment Manager Data

You can use EIM to move your Assignment Manager data.

To move Assignment Manager data

• Use EIM, using the following interface tables.
  • EIM_ASGN_GRP
  • EIM_ASGN_WL
  • EIM_ASG_GRPDTL

For more information about EIM, read Siebel Enterprise Integration Manager Administration Guide.

Moving Workflow Data

Moving Workflow data consists of moving data about workflow processes and moving data about workflow policies and groups. Moving each of the two types of data requires you to follow a different procedure.

To export a process

1. Log in to the application in the test environment.
2. Navigate to Administration - Business Process > Workflow Processes > All Processes.
3. Select the process or processes you want to export. To select more than one process, press and hold the CTRL key while selecting the processes.
4. From the Processes list menu, choose Export Workflow.

   The XML workflow process definition appears.

5. From the XML dialog box menu, choose File > Save As.
6. Enter the file path, file name and the XML file name extension, and then click Save.

   The process or processes are exported. If you selected more than one process to export, the processes are saved to one XML file.

NOTE:  When exporting a process containing subprocesses, you must also export the subprocesses. Subprocesses are not exported automatically.

To import a process definition

1. Log in to the application in the production environment.
2. Navigate to Administration - Business Process > Workflow Processes > All Processes.
3. From the applet menu, choose Import Workflow.
4. Select a path and file name of the process to import.
5. Click Open.

   The process imports with a status of In Progress.

NOTE:  If a process definition of the same name exists in the target environment, the newly imported process definition's version number increments by one.

To move workflow policies and groups

• Use EIM, using the following interface tables:
  • EIM_WFM_GROUP
  • EIM_WFM_RULE
  • EIM_WFM_ACTION

For more information about EIM, read Siebel Enterprise Integration Manager Administration Guide.

Moving Personalization Data

Personalization rules, events, and actions can be exported as an XML file for later importation into another Siebel environment.

Exporting Personalization Data as an XML File

Personalization data rules, events, and actions are exported in one XML file.

To export personalization data as an XML file

1. Navigate to any Administration - Personalization view, for example Views.
2. Click the menu button, and then choose XML Export.

   The File Download window appears.

3. Click the Save This File To Disk option button, and then click OK.

   A dialog box appears prompting you specify a file name and storage location.

   The default file name is personalization.ooo.xml.

4. Save the XML file.

Importing Personalization Data

Personalization rules, events, and actions can be imported from an XML file generated by a previous export. This process can take several minutes.

To import personalization data from an XML file

1. Navigate to any Administration - Personalization view, for example Views.
2. Click the menu button, and then choose XML Import.

   A dialog box appears.

3. Click Browse.

   A dialog box appears prompting you for a file name.

4. Choose a file, and then click OK.
5. Click Submit.

   The personalization data is imported. When the process is finished, a message displays how many records had conflicts and were inserted, updated, and skipped.