Migration Overview

The Migration tool lets you perform lifecycle Management tasks within NetSuite Planning and Budgeting. From Migration, you can complete these tasks:

• Manage backups and exports of snapshots with artifacts and your application data.

• Migrate (export or import) snapshots and archives.

• Set import options to control how data imports into an environment from uploaded files and snapshots.

• Generate reports with information about the artifact migrations.

To open the Migration tool, click the Navigator icon , and under Tools, select Migration.

For more information about tasks you can complete in each tab in Migration, see the following help topics from the Oracle Help Center:

• In the Categories tab, you can create a backup of your entire environment or an export of specific artifacts.

  For more information, see Back up Artifacts and Application.

• In the Snapshots tab, you can do the following activities:

  • Upload Archives to the Service

  • Download Snapshots from an Environment

  • Delete Snapshots and Archives

  • Repeat an Export Operation

  • Rename Snapshots and Archives

  • Set Import Options

  • Import Artifacts and Application from a Snapshot

  • View the Artifact Modification History Report.

• In the Reports tab, you can generate the following reports:

  • Migration Status – Shows information about the artifact migrations that were done in the service instance.

    For more information, see Generating the Migration Status Report.

  • Artifact Updates – Shows information about updated artifacts.

  • For more information, see Generating the Artifact Updates Report.

For more information about using Migration, see the Administering Migration guide in the Oracle Help Center.

General Notices