About Migrating Individual Account Reconciliation Artifacts

Service Administrators can migrate individual artifacts across environments by using the export and import functionality.

In addition to migration, this functionality can also be used when user errors cause one or more artifacts to be corrupted. You can use import and update only the affected artifacts, without impacting the other artifacts in the application.

The exported individual artifacts can be imported into an environment on a previous release or a future release. This enables you to move artifacts from test to production, when the test environment has been upgraded before the production environment. Note that when you create a snapshot of one or more artifacts, you can import only these artifacts into a target environment.

In the Categories tab of the Migration card, using the Backup option creates a snapshot file containing all information for the three listed categories: Data Management, Financial Close Management, and Groups and Membership. When the Financial Close Management category is expanded fully, the Service Administrator can select individual Account Reconciliation artifacts and then use Export to create an export file containing only the selected artifacts. When using a backup or user-created export, you can:

Perform a full import
Import the selected individual artifacts

For information about migrating snapshots, see Migrating Account Reconciliation Snapshots Using Navigator.

Artifact Types that Can be Exported and Imported

The artifact types that can be exported and then imported are as follows:

Account types
Aging profiles
Attributes
Calendars
Currencies
Currency buckets
Filters
Formats
Frequencies
Global integration tokens
Global settings
Holiday rules
Match types
Organizational units
Periods
Power user security
Processes
Rate types
Report groups
Report queries
Reports
Risk ratings
Saved views
Teams

Note:

For the following artifact types, when you import a snapshot or backup, existing artifacts are overwritten by the ones in the imported snapshot or backup:

Account types
Aging profiles
Currency buckets
Frequencies
Global integration tokens
Global settings
Processes
Risk ratings

Note:

When you select Global Settings, only the following settings from Application -> Configuration -> System Settings are exported:

Governors: Select maximum upload file size (MB)
Date and Time: Reconciliation Due Reminder
Data Load: Number of hours to wait for Data Management data load rule to finish
Reviewer Levels: Reviewer Levels