Migrating data using the PC Client

Last Updated : Oct 28, 2024 |
Prolog information
Resource Id: Chapter10-37_html:1425
Use this procedure to migrate or merge data created using a previous version of CMS to the database of another CMS server using the same version of the software or a newer version of the software.
Before you begin
To migrate System Administration data or Agent and Call Center Administration data, CMS must be in single-user mode. For more information, see CMS operational states.
  1. From the Controller window, navigate to ToolsSystem Setup.
    STEP RESULT:
    CMS Supervisor displays the System Setup window.
  2. In the Operations list, highlight R3 Migrate Data.
  3. Click OK.
    STEP RESULT:
    For a definition of the R3 Migrate Data options, see Migrate Data page descriptions.
  4. Enter a value in the Device Name field.
    ADDITIONAL INFORMATION:
    To list all devices on the system, select ActionsList devices.
  5. Select one of the following data type options:
    ADDITIONAL INFORMATION:
    Caution:
    Attempting to migrate Agent and Call Center Administration data more than once might cause serious errors from which recovery is difficult. Performing the migration of this data a second time can result in the corruption of the password tables. To do a second migration of ACD administration data, do a second setup of the CMS software.
    • System Administration data (single-user required)
    • Agent/Call Center Admin data (single-user required)
    • Historical data
  6. Enter a value in the Stop Date field.
  7. Enter a value in the Stop Time field.
  8. In the Specify ACD(s) to migrate group, select one of the following options:
    ADDITIONAL INFORMATION:
    • All ACDs
    • Single ACD
  9. From the menu bar, select ActionsRun. The Run menu item appears only if the settings for Data Collection and CMS State are appropriate for the type of migration selected.
    STEP RESULT:
    CMS begins the migration process. The Status field reports the progress of the migration.