Scheduling an Expense Report Attachments Tool Migration
After migration, there is no process to revert to the file structure before migration. You cannot remove new attachments from the User Documents structure. Restoration of the original file structure must be done manually by a user with the Administrator role. Additionally, files in the User Document structure keep the new access rights behavior, even if the Enhanced File Security feature is disabled.
To schedule an expense attachment migration, open the Expense Report Attachments Migration Tool. For more information, see Enabling and Configuring the Expense Report Attachments Migration Tool.
When the migration tool lists expense attachment files available for migration, you can schedule an expense report attachments migration. Migrations are scheduled to run during your maintenance window. The time of the maintenance window can vary, with Pacific Time being the default. On the Expense Report Attachments Migration Tool click Schedule Migration. A confirmation message appears on the page to notify you that the expense attachments migration has been successfully scheduled. The Schedule Migration button becomes inactive.
The scheduled migration appears on the Migration Details subtab as Queued. If you schedule a migration when no files are available to migrate, the Migration Details subtab still shows the Queued status, but no files will be migrated.
For large jobs, the migration will be automatically split into multiple runs of one hour each. When one run ends, the migration tool schedules another run for the next day. These automatically scheduled migrations continue until all expense attachments have been migrated. Additionally, if the migration tool encounters any unexpected issues during the run, it reschedules a migration for the next day. After a migration is finished running, an email notification is sent to the account administrator to confirm if the migration was successful or if it failed. The Migration Details tab shows the migration as processed. On the Expense Attachments subtab, the migrated files no longer appear in the list.