Migrate Transformations

Migration Procedure for Transformations After IAP Upgrade

This guide covers how to migrate a JSON Schema Transformation (JST) after upgrading Itential Automation Platform (IAP) to the most current available version.

Prerequisites

Before upgrading IAP it is imperative that the database is backed up. The backup is best performed using the mongodump utility, which creates a binary export of the database contents. The instructions for using the mongodump utility can be found in the MongoDB documentation.

Upgrading IAP

The procedure for upgrading IAP can be found on the Itential document repository at this link: IAP Upgrading

Be sure to verify that all the correct dependency packages have been installed. The correct versions are listed in the Version Verification section of the upgrading procedures guide.

Importing Transformations to Upgraded IAP

Importing transformations is actually a two-step process. First you will need to export your JST. Once the export file is saved you can import the JST back into the upgraded version of IAP.

Export and Save the JST

From the IAP home page:

1. Hover over the Settings icon in your navigation bar and select Authorization in the dropdown.

   Figure 1: IAP Home Page

   

2. Set permissions in Authorization Manager for the application to APP-JST.

   Figure 2: Set Permissions

   

3. Go to IAP → Automation Studio → Transformations.

   Figure 3: Navigate to Transformations

   

4. Search for the transformation to be downloaded.

   Figure 4: Locate Transformation

   

5. Export the JST using the JST Designer. Click the Download arrow.

   Figure 5: Download JST

   

6. Select the Save File radio button to save the downloaded JST (the default location is Downloads) and click OK.

   Figure 6: Save JST

   

7. Verify the location of the saved file.

   Figure 7: Verify JST Location

   

Import the Saved JST

To import the saved transformation:

1. Go to IAP → Automation Studio → Transformations.

   Figure 8: Navigate to Transformations

   

2. Click the Collections icon from the Transformations tab.

   Figure 9: Open Transformations Collection

   

3. Click the Import icon in the top toolbar.

   Figure 10: Import JST

   

4. Navigate to the JST to be imported. Click Open to upload the JST file.

   Figure 11: Locate JST

   

5. A success message will appear, indicating the JST was imported.

   Figure 12: Import Successful

   

Note: If the import and update to existing fails, confirm the JST engine version from the Mongo documentation.