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.
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 |
|
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 |
|||
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 |
||
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:
|
F1-MGTPR |
Migration Transaction Monitor (Deferred) |
Processes transaction records in the following states:
|
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:
|
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.