Migrating Projects (Standard) to shells

Before you begin: Make sure that you review the limitations, considerations, and mapping information described in the preceding topics.

Step 1: Export the migration template. Export the CSV template. This template will vary depending on the data elements included in the configuration of a particular shell type. This template contains the fields and format that the system needs to migrate the standard projects to CBS shells. See Exporting Migration Template.

Step 2: Modify the exported CSV template. Be sure that you have the correct project information ready to enter into the template. After you convert a standard project into a CBS shell, you cannot reverse the conversion. See Modifying Exported CSV Template.

Step 3: Initiate migration. Import the completed CSV file. See Initiating Migration of Standard Projects to CBS Shells.

Step 4: View migration history. See Viewing Migration History.

Step 5: Test for shell creation. See Testing for CBS Shell Creation.

You export the template, and then modify it and import it. You will export the template from a selected CBS shell, and then import the modified template back into the same CBS shell to complete the migration.

Related Topics