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
Modifying Exported CSV Template
Initiating Migration of Standard Projects to CBS Shells
Testing for CBS Shell Creation
Last Published Thursday, December 14, 2023