Migrating to a new database schema, server, or reporting database doesn’t have to be stressful. Our Professional Services (PS) team offers migration assistance: we do all the heavy lifting so you don’t have to.
To ensure your transition is as smooth as possible, we ask that you be as detailed as possible when submitting your migration request. In this article is everything you need to submit a request and get started on the migration. Providing us with a comprehensive picture of your needs will guarantee that your project is scoped properly and that the estimate is accurate.
Before we dive in, you should know the answers to these questions:
After you have the answers to the above, we'll need to know the type of migration: will the new database have the same schema, or will it have a different schema? In the sections below, you'll find detailed instructions for each migration type.
When submitting the request, let us know that the database schema isn’t changing and that the connection is already set up in Magento BI.
If the database has a new name, include it in the request so your dashboards can be properly migrated.
If the database name isn't changing, the migration is complete. Dashboards and reports will refresh after the next full update is completed. We ask that you still contact us so that we can stay ahead of any problems that might arise as a result of the migration.
To successfully complete this type of migration, existing data columns have to be matched with their equivalents in the new database. This isn’t mandatory for you to do yourself, but performing the matching for us will help speed up the turnaround time of your request and lower the price of the migration.
If you feel comfortable doing the matching yourself, follow these instructions and attach the finished spreadsheet to your request:
Here’s a look at an example:
Please note that if certain data columns do not have equivalent columns in the new database, there is a chance that certain analyses will be lost in the process.
If you followed the steps in the previous section for creating the column matching spreadsheet, don't forget to attach it!
Determining the scope of the project will take some collaboration between you and the PS analyst performing the migration. The complexity of the changes and the responsiveness of you and the analyst directly impacts the amount of time the migration can take. After we nail down the details, a timeline will be established and sent to you with a statement of work.