Migrating Individual Assets from One Org to Another

In this article

Overview

At the Project level, the export and migrate operations allow you to include Assets by type, but not to select individual Assets. Use the copy operation in Manager to migrate individually-selected Assets from one Org to another. Additional steps might be required when migrating:

  • Accounts, if the Orgs have different encryption levels. Learn more.

  • Pipelines that have child Pipelines or reference Accounts. Learn more.

Prerequisites

To use the copy operation to migrate individual Assets, you need the following permissions:

  • Read permission on the Project containing the Assets.

  • Write permission on the target Project.

Migrating Selected Assets

To migrate selected Assets in Manager:

  1. From the left navigation tree, select the source Project or shared folder.

  2. In the Assets table, select one or more Assets to migrate.

  3. In the toolbar, click Copy ( ). The Copy Project dialog opens.

  4. Select the target Org and target Project or folder:

  5. Click Continue. The Select Assets dialog opens:

  6. Expand the tree to select individual Assets:

     

  7. Click Copy.

Best Practice on Asset Migration at the Org-level

When a task is migrated to another Org, the Snaplex references are set by the runtime_path_id property and not by the Snaplex name. Accordingly, you should make sure that the values for the Location and Environment fields in the Snaplex dialogs match - not the Name field, as might be assumed.

Example 1

Source Org

  • Org: dev

  • Task name: batch

  • Snaplex details:

    • Name: devplex

    • Location: sidekick

    • Environment: cluster

Destination Org

  • Org: prod

  • Task name: batch

  • Snaplex details:

    • Name: prodplex

    • Location: sidekick

    • Environment: cluster

When migrating the task batch from the Org dev to the Org prod, the task runtime_path_id of /dev/rt/sidekick/cluster/batch is replaced with the task runtime_path_id of /prod/rt/sidekick/cluster/batch.

Example 2

Source Org

  • Org: dev

  • Task name: batch

  • Snaplex details:

    • Name: plexprime

    • Location: sidekick

    • Environment: folio

Destination Org

  • Org: prod

  • Task name: batch

  • Snaplex details:

    • Name: plexprime

    • Location: cloud

    • Environment: east

In this case, the Snaplexes in each Org have the same name - not the same Location and Environment values. Therefore, when migrating the task batch from the Org dev to the Org prod, the Snaplexes are not automatically mapped, and you need to select the Snaplex manually in the settings dialog for each task.