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Workflow Configuring Workflow components - including Agents, Milestones, Notifications Auto Data Assignment and Events.

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Old October 2nd, 2008, 16:50
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Agent Migration to OTM

Hello all :

Is there a way to migrate Agent changes or updates to Production environment ? At present, we are recreating them in Production. We use OTM5.5 CU2 RU5.

Thanks in advance.
Jay
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Old October 2nd, 2008, 17:55
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Re: Agent Migration to OTM

I believe they can be exported and imported via CSV (though I don't remember which version of OTM) - though I've always found the most accurate way is to re-create them - which is what nearly everyone is doing anyways.

It's still a pain in the rear, though...

--Chris
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Old October 2nd, 2008, 23:51
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Re: Agent Migration to OTM

Agents can be migrated from environment to environment (export/import) using the DB.XML utility as well which seems to work pretty well on version 5.5 CU3 RU5.

Regards,
Chris

Last edited by itnole : October 2nd, 2008 at 23:59.
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Old October 3rd, 2008, 02:17
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Re: Agent Migration to OTM

I am in the process of building a utility that copies Agents, and all related Queries and Conditions. Doing this in 5.0. The utility creates a ZIP file containing all the required CSV files.

I have the process fairly down pat now. We can move agents from environment to environment in about 5 minutes now, regardless of their complexity, or the number of agents.

Curious about the DB.XML though. Does this just copy the Agent, agent action details, and the agent event details, or does it also copy Saved Queries?
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Old October 4th, 2008, 01:03
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Re: Agent Migration to OTM

Through the DB.XML utility you can extract the following database objects (plus many more) which contain the parent and child tables: Agent, Agent_Action, Agent_Event, Saved_Query, Saved_Condition

XML works much better than CSV since CSVs cannot handle line breaks, commas, quotes, etc.
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