Migrating Using Navigator

Migrating a snapshot of your instance is a four step process:

  • Export a snapshot file to take a full picture of the instance.
  • Download the snapshot file to a local network drive.
  • Upload the snapshot file to the new environment.
  • Import the snapshot file to the new environment.

Exporting Snapshot from the Source Environment

  1. From Home, click Navigator, then under Application, click Migration.
  2. In the Application Management tab, select Financial Close Management.
  3. Under Artifact List, click Reconciliation Manager.
  4. Click Export.
  5. Enter a name for the snapshot folder and click Export.

    The Migration Status report displays a status of In progress initially for your snapshot.

  6. Click Refresh and once you see a status of Completed , the snapshot file you created is available in the Artifact Snapshot list.

Note:

If you want to use that snapshot in a different environment, you should download it to your local network.

Downloading the Snapshot File to a Local Drive

If you migrating from one environment to another, download a snapshot file (.zip) to your local network drive.

Note:

You can skip the download if you are migrating to the same environment.
  1. From Home, click Navigator, then under Application, click Migration.
  2. In the Application Management tab, expand Application Snapshots.
  3. Select the snapshot you want to download and right-click to select Download.
  4. Click OK to save the file.
  5. Select a file name and location or accept the default. Then, click Save.

Uploading the Snapshot File to the New Environment

If you are moving to a new environment, upload the snapshot file.

Note:

You can skip the upload if you are migrating within the same environment.
  1. From Home, click Navigator, then under Application, click Migration.
  2. In the Application Management tab, right-click Application Snapshots and select Upload.
  3. Browse to the location of the snapshot .zip file, and click Upload.
  4. Click OK once you see that the upload completed successfully.

You can see the uploaded snapshot file in the list of application snapshots.

Importing the Snapshot file to the New Environment

  1. In the new environment, from Home, click Navigator, then under Application, click Migration.
  2. In the Application Management tab, expand Application Snapshots.
  3. Select the snapshot you want to import.
  4. Under Artifact List click Reconciliation Manager.
  5. Click Import and then Yes in response to the prompt to proceed.

    The Migration Status report displays a status of In Progress for your snapshot.

  6. Click Refresh and once you see a status of Completed, the snapshot file has been imported and is available in the new environment.