Upgrade > Upgrade the applications from a version earlier than 9.50 > Appendix B: Data migration > Out-of-box data migration settings > Problem data migration

Problem data migration

Considering that Problem does not need to copy data from two different tables, and that it typically has a large volume of data, we recommend that you run the migration by using the batch update mode (especially for migrating a large volume of closed tickets).

Note After you migrate the Problem data, remove the “Problem_Library_disabled_by_PDHD” knowledge base as this legacy library is no longer used.

The out-of-box example data migration is based on the following three key fields:

  • status
  • category
  • current.phase

Note You can add additional fields if needed, but do not remove these three fields. 

Problem

Default settings:

Source Table

rootcause

Target Table

rootcause

Filter Condition

category="BPPM"

Field Mapping:

Target Field

Source Field

category

category

current.phase

current.phase

rcStatus

rcStatus

Value Mapping:

Target Value Mapping Field

Mapping Type

Condition

Target Value

category

fixedValue

category="BPPM"

problem

current.phase

fixedValue

(current.phase="Problem Detection, Logging and Categorization" or 
current.phase="Problem Prioritization and Planning") and rcStatus~="Closed"

Categorization

current.phase

fixedValue

current.phase="Problem Investigation and Diagnosis" and rcStatus~="Closed"

Investigation

current.phase

fixedValue

current.phase="Problem Resolution" and rcStatus~="Closed"

Resolution

current.phase

fixedValue

current.phase="Problem Closure and Review" and rcStatus~="Closed"

Review

current.phase

fixedValue

rcStatus="Closed"

Closure

rcStatus

fixedValue

(current.phase="Problem Detection, Logging and Categorization" or  current.phase="Problem Prioritization and Planning") and rcStatus~="Closed" and rcStatus~="Deferred"

Categorize

rcStatus

fixedValue

current.phase="Problem Resolution" and (rcStatus="Pending Vendor" or rcStatus="Pending User")

Pending

rcStatus

fixedValue

(current.phase="Problem Investigation and Diagnosis" or current.phase="Problem Resolution") and rcStatus~="Closed" and rcStatus~="Deferred"

Work In Progress

rcStatus

fixedValue

current.phase~="Problem Closure and Review" and rcStatus="Deferred"

Deferred

rcStatus

fixedValue

current.phase="Problem Closure and Review" and rcStatus~="Closed"

Resolved

rcStatus

fixedValue

rcStatus="Closed"

Closed

Problem Task

Default Settings:

Source Table

rootcausetask

Target Table

rootcausetask

Filter Condition

task.category="Default"

Field Mapping:

Target Field

Source Field

task.category

task.category

current.phase

current.phase

rcStatus

rcStatus

Value Mapping:

Target Value Mapping Field

Mapping Type

Condition

Target Value

task.category

fixedValue

Investigation

current.phase

fixedValue

rcStatus~="Closed"

Active

current.phase

fixedValue

rcStatus="Closed"

Closure

rcStatus

fixedValue

rcStatus="Work In Progress"

Work In Progress

rcStatus

fixedValue

rcStatus="Pending Vendor" or rcStatus="Pending User"

Pending

rcStatus

fixedValue

rcStatus="Closed"

Closed

rcStatus

fixedValue

rcStatus~="Work In Progress" and rcStatus~="Pending Vendor" and rcStatus~="Pending User" and rcStatus~="Closed"

Assigned

 

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