Import Process Summary

The following table summarizes the steps required to complete the import process from start to finish. Note that this section only a summary and assumes that you are familiar with the details described in the previous sections. It highlights what steps are manual and what steps are performed by a batch monitor process. For each step, the table highlights the Next Action sequence that would occur. For the Apply steps, there are two parts where multiple next actions are possible based on whether there are errors and the user’s decision on how to resolve the error. Refer to Resolving Errors for more information. The possible next actions have the same sequence with a letter following the sequence highlighting the action to take based on the results of the previous step.

Note: When running the Apply batch jobs, be sure to set the number of threads to a number that does not exceed the number of threads supported by the thread pool worker.

Also note that a sequence and action marked in bold is considered the “normal path”.

When using separate batch processes for business data any reference to a migration object monitor batch process applies also to the business data related batch controls.


Step	Seq	Action	Manual / Batch	Portal - Action	Batch Control	Record Impacted - Resulting Status	Next Action Sequence
Import	10	Create Import record	Manual	Migration Data Set Import - Add		Migration Data Set Import - Pending	11
Import	11	Import file	Batch		F1-MGDIM - Migration Data Set Import Monitor	Migration Data Set Import - Ready to Compare Migration Transaction - Pending Migration Object - Pending	20
Compare	20	Migration Object Compare	Batch		F1-MGOPR - Migration Object Monitor [When using separate business data processes submit also F1-MGOPB (Migration Object Monitor (Business))]	Migration Object - Approved, Needs Review, Rejected, Unchanged or Error Comparing	21
	21	Migration Transaction status update	Batch		F1-MGTPR - Migration Transaction Monitor	Migration Transaction - Ready to Apply, Unchanged or Error Comparing	22
	22	Migration Data Set Import status update	Batch		F1-MGDIM - Migration Data Set Import Monitor	Migration Data Set Import - Awaiting Approval, Apply Objects (if configured for Automatic Apply), Unchanged or Error	30
Approval	30	Review comparison results, approve / reject as needed (This step is skipped if the data set is configured for Automatic Apply)	Manual	Migration Data Set Import, drill in to the Transactions / Objects as necessary.		Migration Object - Approved or Rejected (no records should be in Needs Review) Migration Data Set Import - Apply Objects	40
Apply	40	Apply Objects	Batch		F1-MGOAP - Migration Object Monitor - Apply [When using separate business data processes submit also F1-MGOAB (Migration Object Monitor (Business) - Apply) ]	Migration Object - Applied or Error Applying	41 Appropriate next action is based on error review, if applicable.
	41a	Migration Data Set Import status update - auto transition to Apply Transactions. Only applicable if the number of migration objects in Error Applying is below a threshold	Batch		F1-MGDIM - Migration Data Set Import Monitor	Migration Data Set Import - Apply Transactions	42
	41b	Migration Data Set Import status update - manual transition to Apply Transactions. Occurs if user reviews errors and determines that they may be resolved in the Apply Transaction step.	Manual	Migration Data Set Import - click Apply Transactions
		System detects that all the transactions are in the Ready to Apply state and proceeds to the Apply Transactions state.				Migration Data Set Import - Apply Transactions	42
		System detects that there are transactions in the Error Applying state and transitions instead to the Retry Transactions state.				Migration Data Set Import - Retry Transactions	45
	41c	Migration Data Set Import status update - manual transition to Retry Objects. Occurs if user reviews errors and decides to fix an external error and wants to try the batch level Apply again at the object level.	Manual	Migration Data Set Import - click Retry Objects		Migration Data Set Import - Retry Objects	44
	42	Apply Transactions	Batch		F1-MGTAP - Migration Transaction Monitor - Apply	Migration Transaction - Applied or Error Applying Migration Object - Applied or Error Applying	43 Appropriate next action is based on error review, if applicable.
	43a	Migration Data Set Import status update - auto transition to Completed Applicable if all transactions are Applied	Batch		F1-MGDIM - Migration Data Set Import Monitor	Migration Data Set Import - Completed.	N/A
	43b	Migration Data Set Import status update - manual transition to Retry Objects. Occurs if user reviews errors and decides to fix an external error and wants to try the batch level Apply again at the Object level.	Manual	Migration Data Set Import - click Retry Objects		Migration Data Set Import - Retry Objects	44
	43c	Migration Data Set Import status update - manual transition to Retry Transactions. Occurs if user reviews errors and decides to fix an external error and wants to try the batch level Apply again at the Transaction level.	Manual	Migration Data Set Import - click Retry Transactions		Migration Data Set Import - Retry Transactions	45
	44	Migration Objects status update from Error Applying back to Approved. Occurs if user chose to Retry Objects.	Batch		F1-MGOPR - Migration Object Monitor [When using separate business data processes submit also F1-MGOPB (Migration Object Monitor (Business))]	Migration Object - Approved
	44	Migration Data Set Import status update from Retry Objects to Apply Objects	Batch		F1-MGDIM - Migration Data Set Import Monitor	Migration Data Set Import - Apply Objects	40
	45	Migration Transactions status update from Error Applying back to Ready to Apply. Occurs if user chose to Retry Transactions or if the user transitions to Apply Transactions and the system detects that there are Transactions in the Error Applying state.	Batch		F1-MGTPR - Migration Transaction Monitor	Migration Transaction - Ready to Apply	42
	45	Migration Data Set Import status update from Retry Objects to Apply Objects	Batch		F1-MGDIM - Migration Data Set Import Monitor	Migration Data Set Import - Apply Transactions	42

The following table summarizes the batch monitor jobs that are used in the import process. You can see that there are special monitor processes for the Apply step for both the Object and Transaction. However, for all other states that have monitor logic, the standard monitor process for that MO is used.


Batch Control	Description	Comments
F1-MGDIM	Migration Data Set Import Monitor	Processes data set records in the following states: Pending Ready to Compare Apply Objects Retry Objects Apply Transactions Retry Transactions
F1-MGTPR	Migration Transaction Monitor (Deferred)	Processes transaction records in the following states: Pending Error Applying
F1-MGTAP	Migration Transaction Monitor - Apply	Processes transaction records in the Ready to Apply state where the data set is in the Apply Transactions or Canceled state. Note: Be sure to set the number of threads to a number that does not exceed the number of threads supported by the thread pool worker.
F1-MGOPR	Migration Object Monitor	Processes object records in the following states: Pending Needs Review (check for Data Set cancellation) Error Applying
F1-MGOPB	Migration Object Monitor (Business) Applicable only when separate business data processing is enabled.	Similar to F1-MGOPR (Migration Object Monitor) but restricted to business data migration objects.
F1-MGOAP	Migration Object Monitor - Apply	Processes object records in the Approved state where the data set is in the Apply Objects or Canceled state. Note: Be sure to set the number of threads to a number that does not exceed the number of threads supported by the thread pool worker.
F1-MGOAB	Migration Object Monitor (Business) - Apply Applicable only when separate business data processing is enabled.	Similar to F1-MGOAP (Migration Object Monitor - Apply) but restricted to business data migration objects.

Refer to Running Batch Jobs for more information about managing the batch jobs, including ways to automate the above steps.