Data migration from Alloy Navigator 7 to Alloy Navigator 2022
The table below describes how Alloy Navigator 7 (AN7) data migrates into Alloy Navigator 2022 (Alloy Navigator 2022).
Object records
AN7 | AN8 |
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Alloy Navigator object records (Tickets, Computers, Persons, etc.) |
All Alloy Navigator object records are imported. |
HTML FieldsThe new version supports HTML in these fields:
In previous versions of Alloy Navigator, these were Memo (plain text) fields. In order to support HTML input and pass HTML values to other workflow components, the new version introduces a new HTML type for virtual fields, parameters, and variables. ![]() New workflow items and components uses HTML virtual fields, parameters, and variables to support HTML for the Description and Activity.Details fields. ![]() If your imported workflow items and components continue to treat the Description and the Activity.Details fields as Memo fields. If you want to enable HTML format in Ticket descriptions and Activity details, now you should review your imported workflow and change the Memo type to HTML type in all virtual fields, parameters, and variables that supply data to the Description and Activity.Details fields. For details, see Administration Guide: Workflow Management. |
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Person Pager numbersThe Pager field has been removed from Person records as obsolete. The contents of that field are imported into the user-defined field UDF_Pager, and the business logic involving this field is updated correspondingly. |
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Knowledge Base Articles, Library Items, Announcements |
Previously, the user access to Knowledge Base Articles, Library Items or Announcements objects was controlled by the Sharing option. To provide access to the object to the users of a particular organization, you specified this organization on the Sharing tab of the object record. In the new version, the user access is controlled at the Service level. The Sharing option has been removed as obsolete. Now, if you want to limit access to a Knowledge Base Article, Library Item or Announcement, you associate it with a service. The object will be available to the service receivers: users, groups and organizations listed on the Receivers tab. You can edit the list of service receivers on the Receivers tab of the associated SLA record When Knowledge Base Article, Library Item or Announcement objects with limited access are migrated, system creates Service and SLA records and associates the services with the objects. The organizations listed on the Sharing tab are automatically transferred to the Receivers tab. If the migrated objects are accessible to everyone, SLA and Service records are not created. You should review created items and components and adjust the new settings to your existing business logic. |
Reports
AN7 | AN8 |
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Summary reports |
Summary reports are imported. For details, see Help: Summary Reports. |
Detail reports |
Detail reports are imported. For details, see Help: Detail Reports. |
Alloy Navigator configuration entities
AN7 | AN8 |
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Object Identifiers |
Object Identifiers are imported. For new object classes, new object identifiers are added. For details, see Administration Guide: Configuring Object Identifiers. |
Object Relationship Map |
Object Relationship Map is imported. For new object classes, new relationship types are added. For details, see Administration Guide: Configuring Object Relationship |
Work Calendars |
Work Calendars are imported. For details, see Administration Guide: Setting Up Work Calendars. |
User Macros |
![]() All existing macros are replaced with new ones. ![]() All macros are imported. TIP: All user macros have a new location: Workflow and Business Logic > Macros. Alternatively, you can still use the Workflow and Business Logic > [Module] > [Object Class] > Macros section to access user macros for a particular object class. |
System Macros |
System macros are imported. Regardless of the workflow upgrade option you chose, the migration converts these two user macros into system macros: Self Service Portal Link:
Web App Link:
The migration keeps both macros and replaces old user-defined macros with new system macros in all workflow items and components. Normally, you do no need to change them after migration. However, note that now Self Service Portal Link or Web App Link system macros are configured using the Web Configuration tool. For details, see: |
System Performance settings |
System Performance settings are imported. For details, see: |
Dashboards |
![]() All existing default dashboards are replaced with the latest ones. If you created custom dashboards in AN7, they are imported into AN8, along with their role assignments. ![]() All existing dashboards are imported with their role assignments. You should review these assignments and include new and imported security roles as needed. You should review dashboards, customize them if needed, and modify their security role assignments. For details, see Administration Guide: Setting Up Dashboards. |
CSS Styles |
All CSS Styles are imported. For details, see Administration Guide: Customizing Style Sheets. TIP: The new version adds the ability to customize the content of the Preview Pane. For details, see Administration Guide: Customizing the Content of the Preview Pane. |
Field CustomizationCustom labels for system fields and user-defined fields. |
Field settings are imported. For details, see Administration Guide: Field Customization. TIP: The new version supports user-defined fields of "Encrypted" type. This enables you to store sensitive information in the database in an encrypted form. For details, see Administration Guide: User Defined Field Types. |
Shared Views |
![]() All default AN7 shared views are replaced with the latest ones. If you created custom shared views in AN7, they are imported into AN7, along with their role assignments. ![]() All existing dashboards are imported with their role assignments. You should review these assignments and include new and imported security roles as needed. For details, see Administration Guide: Setting Up Shared Views. NOTE: If you have Quick Filter conditions in AN7 shared views, the migration converts them into Advanced Filter conditions. For details, see Help: Using the Advanced Filter. |
Accounts and Roles |
Accounts and Roles are imported; new permissions may be granted to existing roles during the migration (see New permissions). Settings for auto-termination of idle session are imported. For details, see Administration Guide: Account Administration. |
Classification Lists |
![]() All AN7 classification list items are removed and the latest ones are added. However, if you created custom classification list items in AN7 and they were used in AN7 business processes, those items are retained. ![]() All classification settings are imported, and new classification lists for new functionality and objects are added. For example, now you will have lists of Activity Categories for all objects. Review your classification lists and customize them, as needed. For details, see Administration Guide: Setting Up Lookup Lists. |
Workflow Items and Components
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![]() All AN7 workflow Actions, Triggers, Templates, Forms, Functions, E-mail Notifications, and Validation Rules are removed and the latest workflow Actions, Triggers, Templates, and Forms are installed. Note that the new version uses "On Created/Modified" Triggers instead of Validation Rules. IMPORTANT: For example, if you changed any parameters or texts of your default AN7’s E-mail Notifications, all your customizations will be removed. The migration preserves only these workflow settings:
![]() All Actions, Triggers, Templates, Forms, Functions, E-mail Notifications are imported from AN7 to AN8. Validation Rules are converted into "On Created/Modified" Triggers. In addition to imported items and components, the migration procedure creates new items and components for new object classes and the related functionality introduced in version 2022. The migration affects only the following workflow settings:
Now you should review both imported and new items and components and adjust the new settings to your existing business logic. For details, see Administration Guide: Workflow Management. About ICO Icons for Workflow Actions
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Workflow Configuration ParametersThe new version introduces Workflow Configuration Parameters— workflow configuration settings that help you tailor the business logic to the specifics of your business processes. ![]() Default workflow configuration parameters are added. Go to Workflow and Business Logic > Workflow Configuration, review your parameters, and customize them as needed. Configuration parameters are organized in sections by processes. For details, see Administration Guide: Adjusting Workflow Configuration. ![]() No workflow configuration parameters exist. You can create workflow parameters and specify their values. For details, see Administration Guide: How to Create and Customize Workflow Parameters. However, you can skip this step and proceed without configuration parameters, since they just help you manage the workflow and do not affect your business logic. |
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Recurrent Tickets |
![]() All default Actions for creating Recurrent Tickets and all existing custom Recurrent Ticket jobs are removed. Instead, a new Action for creating Recurrent Tickets (specifically, Work Orders) is installed. ![]() All default Actions for creating Recurrent Tickets and all existing custom Recurrent Ticket jobs are imported. You should review these Actions and Recurrent Tickets and modify them as needed. For details, see Administration Guide: Adding Interactive Create Actions and Help: Managing Recurrent Tickets. NOTE: In order to prevent data loss in your production system, the Recurrent Tickets Agent in the pilot AN 2022 database is disabled. |
Outgoing Notifications |
All outgoing notifications settings are imported. HTML E-mail Notifications
NOTE: In order to prevent duplicate or unnecessary notifications, the Notification Queue is paused. For details, see Administration Guide: Configuring and Controlling Outgoing Notifications. |
Processing Incoming E-Mail
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Mail Connector jobs are imported. Service Actions used by these jobs are imported, regardless of the workflow upgrade option you chose. For details, see Administration Guide: Processing Incoming E-mail. Preprocessing Rules
NOTE: In order to prevent data loss in your production system, the imported Mail Connector jobs are disabled. |
Self Service Portal settings |
All Service Portal settings are imported. For details, see Administration Guide: Configuring the Self Service Portal. Self-RegistrationSelf-Registration settings are imported. E-mail Templates:![]() All E-mail Templates for SSP notifications are replaced with new ones. ![]() All E-mail Templates for SSP notifications are imported. Workflow SettingsWorkflow settings are imported, regardless of the workflow upgrade option you chose. Authorization SettingsAuthorization settings are imported, regardless of the workflow upgrade option you chose. TIP: In addition to standard (SQL) authentication the new version offers LDAP authentication for SSP customers. For details, see Administration Guide: User Authentication Types for the Self Service Portal. TIP: The new version adds the ability to customize the appearance of SSP pages. For details, see Administration Guide: Customizing the Appearance of SSP Pages. |
Service settings |
All service settings are imported. Active Directory Synchronization settingsActive Directory Synchronization jobs are imported. Service Actions used by these jobs are imported, regardless of the workflow upgrade option you chose. IMPORTANT: The new version introduces a new way how to create Organizations and Locations, so you should review imported jobs. For details, see Review and reconfigure Synchronization jobs. Alloy Discovery Synchronization settingsAlloy Discovery Synchronization jobs and Conflict Policies are imported. Service Actions used by these jobs are imported, regardless of the workflow upgrade option you chose. The new version introduces a new way how to create Organizations and Locations, so you must review imported jobs. For details, see Review and reconfigure Synchronization jobs. The imported Alloy Discovery Synchronization jobs use your production Alloy Discovery 7 database as the source of audit data. To test those jobs, you need to modify them and temporarily redirect them to your test AD8 database. For details, see Redirect the Alloy Discovery Synchronization jobs to the pilot Alloy Discovery database. NOTE: In order to prevent data loss in your production system, the imported Alloy Discovery Synchronization jobs are disabled. Archiving
Archiving settings and archives are imported. The new version uses a new format for archive databases, so you may need to update your archive databases. For details, see Optional: Update archive databases. NOTE: In order to prevent data loss in your production system, the imported Archiving jobs are disabled. Scheduled ReportsScheduled Report jobs are imported. NOTE: In order to prevent data loss in your production system, the imported Scheduled Report jobs are disabled. |
Log settings |
Log settings are imported. System LogSystem Log settings, administrative alerts, and log data are imported. Other Logs (Workflow Log, Incoming Mail Log, etc.)All log settings are imported, log data are discarded. For details, see Administration Guide: Log Management. |