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Table of Contents

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  1. Preface
  2. Introducing Reference 360
  3. Getting started with Reference 360
  4. Manage system reference data
  5. Manage reference data sets
  6. Manage code lists
  7. Manage code values
  8. Manage crosswalks
  9. Import data
  10. Manage hierarchies
  11. Manage attributes
  12. Manage workflows
  13. Manage jobs
  14. Monitor Reference 360
  15. Reference 360 REST API
  16. Glossary

Reference 360

Reference 360

Migrating reference data assets

Migrating reference data assets

When you migrate reference data assets from one organization to another,
Reference 360
uses internal IDs, aliases, and names to identify reference data assets.
When you import an asset, Reference 360 first compares the internal ID of the asset that you import with the internal ID of existing assets. If the internal ID of the asset you import and the internal ID of any existing asset aren’t null and they match, the existing asset is successfully updated.
If the internal IDs don’t match and neither is null, Reference 360 compares the internal ID of the asset that you import with the alias of the existing asset, alias with alias, and then name with name. If any of these comparisons result in a match while internal IDs mismatch, the import fails.
If the internal IDs don’t match but either one of the internal ID is null, Reference 360 compares the internal ID of the asset that you import with the alias of the existing asset. If they match, the existing asset is successfully updated.
If they don’t match, Reference 360 compares the alias of the asset that you import with the internal ID and alias of the existing asset. If any of these values match, the existing asset is successfully updated.
If they don’t match, Reference 360 compares the name of the asset that you import with the name of the existing asset. If they match, the existing asset is successfully updated. If they don’t match, a new asset is created.
The asset migration fails if the names match but meet the following criteria:
  • The assets have different aliases and no internal IDs.
  • The assets have different internal IDs.
If no matches are detected, then Reference 360 considers the asset as a new asset and creates the asset.
For example, if the source asset is Cost Center with internal ID
int_ccenter
and the target asset is Cost Center Category with the same internal ID
int_ccenter
,
Reference 360
compares internal IDs and updates the Alias and Name fields in the target system.
If the source asset is Cost Center with an internal ID
int_ccenter
and alias
ccenter
and the target asset is Cost Center Category with no internal ID and alias
int_ccenter
,
Reference 360
compares internal ID and alias and updates the Name field in the target system.
If an asset with the same name but different IDs exists in both source and target, the import fails.
Reference 360
considers to create the asset in the target, but a duplication error occurs and the import fails because an asset with the same name exists.
For more information about using the identifiers of assets to import the assets, see
Internal IDs and aliases
.
You can't migrate job definitions created for
Reference 360
assets. All
Reference 360
assets aren't published and available in Business 360 Console.

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