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Migration Profiles

A profile is the what of a migration - which OTM tables travel, which columns of them, which rows, and how each table is handled.

Migration Profiles

Profiles are built in three steps.

Building a profile

Create opens a three-step form.

1. Profile Header

Profile Name (required, and must be unique), a Description, and Migration Notes for anything the next person should know.

2. Table Configuration

Every OTM table, as a flat list or grouped by category. Tick the ones to include. Tables marked MANDATORY are required and are shown as such.

The list shows, per table: Fetch Size, Transaction Code, Date Filter, whether domain handling is on, how many Cols are selected, and how many Filter rules apply.

Two buttons per row:

Config opens that table's settings:

TabCovers
Select ColumnsWhich columns travel, with their data types
Table FiltersRow rules - a column, an operator and a value
SettingsFetch size, transaction code, date filter and domain handling

Filter operators are =, !=, >, <, >=, <=, LIKE, IN, IS NULL and IS NOT NULL. The value box disables itself for the two null operators.

Settings covers:

  • Fetch Size - ALL, YEARLY, MONTHLY, WEEKLY or DAILY, which decides how the extract is chunked.
  • Transaction Code - how rows are applied at the target: No preference, or II, I, IU, U or D.
  • DATE Filter - NO FILTER, INSERT, UPDATE or BOTH, so a run can take only what changed.
  • Enable Domain Conversion and Domain Field Replace - these use the pairs from Domain Map.

SQL shows the query the settings produce, which is the quickest way to check a filter does what you meant. Copy Code takes it.

3. Profile Summary

Everything you have configured, with a total. Deploy Profile saves it.

Locked profiles

Some profiles are locked. Edit and Delete do nothing on them - if a profile will not open for editing, that is why.

Build a new profile rather than copying one

To create a variant, use Create and configure it from scratch. Copying an existing profile does not reliably produce a separate profile.