Migrating repositories

If you attempt to register a repository, a migration wizard prompts you through user/role/rights mapping decisions that are required.

To migrate a repository into your iGrafx Platform, do the following

1. Access the iGrafx platform in your browser. In the navigation area on the left, click Administration and then click Repositories.
2. On the Manage Repositories page, click the Register Existing Repository button.
3. On the Register Existing Repository page, the Settings tab presents a list of fields to fill in, which can vary based on what you select in some of them, as described in Creating a New Repository.
4. Click the Register Existing Repository button to register your repository and start the migration wizard. See the following section for details about using the migration wizard.

Using the Migration Wizard

The repository migration wizard involves five steps when you are migrating a version-15-level repository into the iGrafx platform. These are

• Specifying mappings for users

• Specifying mappings for groups

• Specifying mappings for item roles

• Default role mapping

• Selecting repository level rights to import

These instructions assume that you have completed the procedures in this section, up to this point.

Specifying Mappings for Users

1. The first page of the migration wizard prompts you to either map the unmatched users from the migrated repository to existing ones in the iGrafx platform or add them as new users.

    

   If you are using an Active Directory for your user management within Process Central, it is strongly recommended that you connect your Active Directory as a User Directory within the iGrafx platformfirst. This will allow your users and groups to be mapped automatically during an import. To connect a new user directory, go to the /Admin/UserManagement/Directories page. After connecting the user directory, you will have to start the migration wizard again.

    

   On this page, unmatched users are listed in an orange-bordered box with a red warning icon 

   

   . Matched users are listed in a black-bordered box with a link icon 

   

    and green text that calls out the local user that the migrated user was mapped to. You may want to review the matched users as well as the unmatched ones, because even though a user has been matched, you can still map them to another user or add them as a new user.

   
   For each unmatched user listed, click either Find user to locate an existing user to map to, or Add as new user to add the user. 
   
   At the top of the list of unmatched users, three links let you filter the set displayed: View all, View x matched users, andView x unmatched users.
2. When you have completed mapping unmatched users, click the Next button.

Specifying Mappings for Groups

1. The second page of the migration wizard prompts you to either map the unmatched groups from the migrated repository to existing ones in the iGrafx platform or add them as new groups.
   On this page, unmatched groups are listed in an orange-bordered box with a red warning icon 

   

   . Matched groups are listed in a black-bordered box with a link icon 

   

    and green text that calls out the local group that the migrated group was mapped to. You may want to review the matched groups as well as the unmatched ones, because even though a group has been matched, you can still map them to another group or add them as a new group.
   
   For each unmatched group listed, click either Find group to locate an existing group to map to, or Add as new group to add the group.
   
   At the top of the list of unmatched users, three links let you filter the set displayed: View all, View x matched items, andView x unmatched items.
2. When you have completed mapping unmatched groups, click the Next button.

Specifying Mappings for Item Roles

1. The third page of the migration wizard prompts you to either map the unmatched item roles from the migrated repository to existing ones in the iGrafx platform or add them as new roles.
   On this page, unmatched item roles are listed in an orange-bordered box with a red warning icon 

   

   . Matched item roles are listed in a black-bordered box with a link icon 

   

    and green text that calls out the local role that the migrated role was mapped to. You may want to review the matched roles as well as the unmatched ones, because even though a group has been matched, you can still map them to another role or add them as a new role.
   
   For each unmatched role listed, click either Find role to locate an existing role to map to, or Add as new item role to add the role.
   
   At the top of the list of unmatched item roles, three links let you filter the set displayed: View all, View x matched items, and View x unmatched items.
2. When you have completed mapping unmatched item roles, click the Next button.

Default Role Mapping

1. The fourth page of the migration wizard prompts you to either assign the current, default user role (whatever it may be) from the migrated repository to all users of it, or remove that default role.
   
   So on this page, click either Assign the <current default> role to everybody with access to the repository or Remove default role. 
   
   If you choose to assign the current default role, a repository role is created in the migrated repository and assigned to Everybody. If you choose to remove the default role, this does not happen.
2. When you have made your selection, click the Next button.

Selecting Repository Level Rights to Import

1. The fifth and final page of the migration wizard allows you to override the importation and assignment of repository-level rights assigned to users that are being migrated with the repository.
   
   For each imported user with rights beyond the default, permitted and denied rights are listed, along with the name that will be assigned to that user in the migrated repository. At the top left of each user entry, a Yes/No button is set to the default value of Yes.
   
   So on this page, review each of these user entries, and for those that you do not want to import previously existing permissions, click the blue Yes button so that it switches to a gray No.
2. When you have reviewed and made your selection for each migrated user, click the Complete Registration button. When the migration is complete, you are returned to the Manage Repositories page, where your new repository is listed and a message reads "The repository you provided was successfully registered."