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          Migration
    ARCHIVE Arda Growth Demo Environment
    /
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    Migration
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    Migration

    Prep for Migration



    Review and Update
    Version Control
    ⁠
    ⁠

    Ensure Customer Document Type = Customer Document
    ⁠
    image.png
    ⁠
    ⁠
    Open Customer’s Current Document
    Open and copy the template doc
    Rename to [MIGRATION IN PROCESS] - [Doc Name]
    Example MIGRATION IN PROCESS - Gimbel Group 3.0
    Update Connections
    PDF Render
    Arda System ​
    image.png
    ⁠
    ⁠
    Amazon API :
    Arda System ​
    image.png
    ⁠
    ⁠
    Get Amazon Info
    Doc Explorer
    Arda System ​
    image.png
    ⁠
    ⁠
    Gmail
    Connect Later ​
    image.png
    ⁠
    ⁠
    Clean Doc Backend → Usage Statistics → Clean Button

    Prep Old Document

    Update Sharing with Arda Workspace
    Anyone in Arda workspace → Can Edit
    ⁠
    image.png
    ⁠
    ⁠
    Refresh and Update Version control with document in “Development”
    Show Hidden Pages
    Go To Backend
    Check if New DC ID exists.
    Exists
    go to new doc and copy the document id ​
    image.png
    ⁠
    ⁠
    Update the form ​
    image.png
    ⁠
    ⁠
    Begin proceeding through each step by pressing the button under Notes
    Callouts:
    Do not leave while working
    Check the old doc and new doc at completion to ensure appropriate migration
    Does Not Exist
    Send This migration page to old doc
    go to new doc and copy the document id ​
    image.png
    ⁠
    ⁠
    Update the below

    Migrate support tables to New Dc ID

    ⁠
    ​
    ⁠
    _dMIcFnHDWBF
    ⁠
    ⁠
    Update
    Migrated
    Validated
    Name
    Old Doc URL
    New Doc URL
    Migrate
    Notes
    Item Type
    Open
    https://coda.io/d/#_tubBWCB7
    ⁠
    Click me
    ⁠
    ⁠
    ​
    Item Sub-Type
    Open
    https://coda.io/d/#_tueq9fYU
    ⁠
    Click me
    ⁠
    ⁠
    ​
    Suppliers
    Open
    https://coda.io/d/#_tuPbDOe2
    ⁠
    Click me
    ⁠
    ⁠

    ​
    Use Case
    Open
    https://coda.io/d/#_tulK1pGF
    ⁠
    Click me
    ⁠
    ⁠
    ​
    Company Information
    Open
    https://coda.io/d/#_tu1kbAQ_/r1
    ⁠
    Click me
    ⁠
    ⁠
    You’ll have to delete the row that holds no info in the new doc
    Departments
    Open
    https://coda.io/d/#_tuF2Coe1
    ⁠
    Click me
    ⁠
    ⁠
    ​
    Locations
    Open
    https://coda.io/d/#_tuTG5ure
    ⁠
    Click me
    ⁠
    ⁠
    ​
    Sub-Locations
    Open
    https://coda.io/d/#_tuX-IiJI
    ⁠
    Click me
    ⁠
    ⁠
    ​
    Products
    Open
    https://coda.io/d/#_tuQrFq2A
    ⁠
    Click me
    ⁠
    ⁠
    ​
    Components
    Open
    https://coda.io/d/#_tuhvR5xW
    ⁠
    Click me
    ⁠
    ⁠
    ​
    Component Types
    Open
    https://coda.io/d/#_tuyuRcAC
    ⁠
    Click me
    ⁠
    ⁠
    ​
    There are no rows in this table
    ⁠

    Migrate Items

    Create a view of the Items table in backend called “Items Migration”.
    ⁠
    image.png
    ⁠
    ⁠
    Create a URL column “New Row URL”
    Create a Button column “Port”
    Disable button with condition
    And(Ported.isnotblank(), item.isnotblank())
    Create a Text column “Ported”
    In New Row URL Set the equation
    In the Port button set the equation
    Test a few items to validate success
    Update Button (Migrate Items)
    Once satisfied hit
    Port all Items
    ⁠
    Port all Items
    ⁠
    . Verify count remaining gets to zero
    Count of remaining items
    ⁠
    and validate results
    Press button and validate results
    Migrate Order Line Item Archive
    Add Request Form and update forwarding links [New Doc]
    Create a form in the new doc tied to the
    Broken link
    ⁠
    table
    Select view “Item request form”
    Rename form
    Go to Edit layout, rename and publish form ​
    image.png
    ⁠
    ⁠
    Form Link ___
    Migration Validation
    Migration Checklist
    ⁠

    Update Forwarding Links

    Verify integrity of
    Backend · Forwarding Links View
    ⁠
    ⁠
    Copy row url column

    Final Housekeeping and Sharing

    Rename Old Doc
    ARCHIVE - Doc Name
    Rename New Doc
    Doc Name
    Add link to new doc and callout in old doc
    error
    Go To Your New Document!
    Open link
    ⁠
    ⁠
    Share with appropriate users
    Update V
    ersion Contro
    ⁠
    l to place the old doc as Archive and new doc as production
    Test and communicate as required.

    Want to print your doc?
    This is not the way.
    Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
    CtrlP
    ) instead.