Exact Synergy Enterprise

How-to: Using ELIS Migration Tool for Exact Lightweight Integration Server (ELIS)

Introduction

The migration tool is used to map the unique keys of both Exact Synergy Enterprise and Exact Globe Next into the lookup table to solve the inconsistencies of the unique keys. The unique keys are used for synchronization. Thus, if the synchronization fails, the unique keys created in Exact Synergy Enterprise and Exact Globe Next will be different. The migration tool is an executable file that gathers all the unmatched unique keys from the Exact Synergy Enterprise and Exact Globe Next databases, and matches the unique keys automatically or manually. The mapped unique keys will be stored in the lookup table.

Scope

This document describes the following:

Prerequisites

• Exact Synergy Enterprise
• Exact Globe Next
• Exact Lightweight Integration Server (ELIS)
• Migration tool

Matching the unique keys

1. Start the ELIS migration tool via the shortcut on your desktop or the Start menu.
2. If ELIS is configured for Windows, the following screen will be displayed:



3. If ELIS is configured for the federated identity authentication, the following screen(s) will be displayed:
• If the Remember password feature is not enabled in the ELIS console, the following screen will be displayed:

 

• The ELISServer, and Auth0 User Name or WAAD User Name values displayed are based on the installed ELIS configuration. Type your password and click Login.
• If the Remember password feature is enabled, or you have logged in via the ELIS Migration Tool – Login screen above, the following screen will be displayed:

 

4. Define the following fields (if available):
• Exact Synergy Enterprise - Select the Exact Synergy Enterprise client endpoint that you want to match.
• Exact Globe Next - Select the Exact Globe Next client endpoint that you want to match.
• New migration - Select this option to create a migration. This option should be selected. This option is available only for the on-premise ELIS installations.
• Database - Select the database that you want to store all the matching information or type a database name to create a database for the matching information. If a database is selected, the tool will generate the necessary tables to the database to store the matching information. This option is available only for the on-premise ELIS installations.
5. Click Next. The following screen will be displayed:



6. Click Refresh. The following screen will be displayed:



7. Select the required entities, and then click Retrieve to retrieve the entities from the database and match the entities, or click Auto Match Only to match the entities only. All the migration tool tables from Exact Synergy Enterprise and Exact Globe Next will be truncated and displayed in the following screen. The matching result is based on the lookup table (1-N solution) and all the unmatched data will not be displayed. The configuration is taken from the “MacroManager.config” file, and the records will be matched automatically and stored in the matching table. The following screen also displays all the records from the matching table, such as the entity name, logical key value, ID from Exact Synergy Enterprise, and ID from Exact Globe Next. The matching table will contain all the records from Exact Synergy Enterprise and Exact Globe Next that are not available in the lookup table after the automatic matching process. By default, the records of the accounts are displayed. You can select to display the unmatched accounts or contact persons.
   
   Double-click a record in the Mini Migration Tool screen to view the Properties / Manual Match screen (refer to the Properties / Manual Match screen section). The Properties / Manual Match screen is available only for the contact person entity.



8. Select the check boxes of the records to be matched and stored in the lookup table. All the records should be selected.
9. Click Match to match the selected records. A message will be displayed once Match is clicked. Click OK. The records from the matching table will be copied and inserted in the key lookup table.
10. Click Close to exit.

The following tables will be generated in the ELIS database:

• KeyLookupGUID
• KeyLookupInt
• KeyLookupString

The automatic matching of the contact person is based on the XML import and export login with the scoring system such as the following:

For the contact person to be displayed, the score must be equal to or greater than 11.

Properties / Manual Match screen

The following screen displays the information of the contact person that you have selected in the Mini Migration Tools screen. The records are derived from Exact Synergy Enterprise and Exact Globe Next. You can compare the details of the records and manually match the contact person by selecting a different contact person from the same account. This screen is available only for the contact person entity.

To view the Properties / Manual Match screen, do the following:

1. In the Mini Migration Tool screen, select Contact Person.
2. Double-click a contact person in the overview. The Properties / Manual Match screen will be displayed with the information of the contact person, such as entity name, account code, data from Exact Synergy Enterprise, and data from Exact Globe Next.
   
   Depending on the contact person record that was selected in the Mini Migration Tool screen, you can select the contact person data under the EG or ESE column in the Properties / Manual Match screen. The scenarios will be as follows:
   
3. Click Manual Match to match the records. A confirmation message will be displayed. Click Yes.
4. Click Close to exit. Once the screen is closed, the overview in the Mini Migration Tool screen will be refreshed with the matched record.

Related documents

• Getting started with Exact Lightweight Integration Server (ELIS)
• How-to: Migrating Exact Integrator to Exact Lightweight Integration Server (ELIS)