Import Process Summary

The following table summarizes the steps required to complete the import process from start to finish. It highlights what steps are manual and what steps are performed by a batch monitor process. For the Apply steps, there are two parts where multiple next actions are possible. The possible next actions have the same sequence with a letter following the sequence. For each step, the table highlights the Next Action sequence that would occur.

Note: When running the Apply batch jobs, be sure to set the number of threads to a number that does not exceed the number of threads supported by the thread pool worker.

Also note that a sequence and action marked in bold is considered the “normal path”.

Step Seq Action Manual / Batch Portal — Action Batch Control Record Impacted — Resulting Status Next Action Sequence
Import 10

Create Import record

Manual

Migration Data Set Import - Add

 

Migration Data Set Import - Pending

11

Import 11

Import file

Batch  

F1-MGDIM - Migration Data Set Import Monitor

Migration Data Set Import - Ready to Compare Migration Transaction - Pending Migration Object - Pending

20

Compare 20

Migration Object Compare

Batch  

F1-MGOPR - Migration Object Monitor

Migration Object - Approved, Needs Review, Rejected, Unchanged or Error Comparing

21

Compare 21

Migration Transaction Status Update

Batch  

F1-MGTPR - Migration Transaction Monitor

Migration Transaction - Ready to Apply, Unchanged or Error Comparing

22

Compare 22

Migration Data Set Export Status Update

Batch  

F1-MGDIM - Migration Data Set Import Monitor

Migration Data Set Import - Awaiting Approval, Unchanged or Error

30

Approval 30

Review comparison results, approve / reject as needed

Manual

Migration Data Set Import, drill in to the Transactions / Objects as necessary.

 

Migration Object - Approved or Rejected (no records should be in Needs Review) Migration Data Set Import - Apply Objects

40

Apply 40

Apply Objects

Batch  

F1-MGOAP - Migration Object Monitor - Apply

Migration Object - Applied or Error Applying

41

Apply 41a

Data Set Transition - auto transition to Apply Transactions.

Only applicable if no migration objects are in Error Applying

Batch  

F1-MGDIM - Migration Data Set Import Monitor

Migration Data Set Import - Apply Transactions

42

Apply 41b

Data Set Transition - manual transition to Apply Transactions.

Occurs if user reviews errors and determines that they may be resolved in the Apply Transaction step.

Manual

Migration Data Set Import - click Apply Transactions

 

Migration Data Set Import - Apply Transactions

42

Apply 41c

Data Set Transition - manual transition to Retry Objects.

Occurs if user decides to fix an external error and wants to try the batch level Apply again.

Batch

Migration Data Set Import - click Retry Objects

 

Migration Data Set Import - Apply Objects

44

Apply 42

Apply Transactions

Batch  

F1-MGTAP - Migration Transaction Monitor - Apply

Migration Transaction - Applied or Error Applying Migration Object - Applied or Error Applying

43

Apply 43a

Data Set Transition - auto transition to Applied

Applicable if all transactions are Applied

Batch  

F1-MGDIM - Migration Data Set Import Monitor

Migration Data Set Import - Applied.

N/a

Apply 43b

Data Set Transition - manual transition to Retry Objects.

Occurs if user decides to fix an external error and wants to try the batch level Apply again at the Object level.

Manual

Migration Data Set Import - click Retry Objects

 

Migration Data Set Import - Apply Objects

44

Apply 43c

Data Set Transition - manual transition to Retry Transactions.

Occurs if user decides to fix an external error and wants to try the batch level Apply again at the Transaction level.

Manual

Migration Data Set Import - click Retry Transactions

 

Migration Data Set Import - Apply Transactions

45

Apply 44

Move Objects from Error Applying back to Approved.

Occurs if user chose to Retry Objects.

Batch  

F1-MGOPR - Migration Object Monitor

Migration Object - Approved

40

Apply 45

Move Transactions from Error Applying back to Ready to Apply.

Occurs if user chose to Retry Transactions.

Batch  

F1-MGTPR - Migration Transaction Monitor

Migration Transaction - Ready to Apply

42

The following table summarizes the batch monitor jobs that are used in the import process. You can see that there are special monitor processes for the Apply step for both the Object and Transaction. However, for all other states that have monitor logic, the standard monitor process for that MO is used.

Batch Control

Description

Comments

F1-MGDIM

Migration Data Set Import Monitor

Processes data set records in the following states:

  • Pending

  • Ready to Compare

  • Apply Objects

  • Apply Transactions

F1-MGTPR

Migration Transaction Monitor (Deferred)

Processes transaction records in the following states:

  • Pending

  • Error Applying

F1-MGTAP

Migration Transaction Monitor - Apply

Processes transaction records in the Ready to Apply state where the data set is in the Apply Transactions or Canceled state.

Note: Be sure to set the number of threads to a number that does not exceed the number of threads supported by the thread pool worker.

F1-MGOPR

Migration Object Monitor

Processes object records in the following states:

  • Pending

  • Needs Review (check for Data Set cancellation)

  • Rejected (check for Data Set cancellation)

  • Error Applying

F1-MGOAP

Migration Object Monitor - Apply

Processes object records in the Approved state where the data set is in the Apply Objects or Canceled state.

Note: Be sure to set the number of threads to a number that does not exceed the number of threads supported by the thread pool worker.

Refer to Running Batch Jobs for more information about managing the batch jobs.