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How to Import or Export Between Environments (Data Source Expert)

This situation covers the migration of Adapters that were configured and tested in a development/test environment onto a live or production environment. It is assumed that the production environment has already been installed with a standard CA Business Service Insight installation and the database is present.

The process is comprised of the following:

To export the database and import into the new environment

1. Stop all work on the development system and choose a logical point in the system to perform an export which can be used for the production system. Shutdown all of the CA Business Service Insight service components and CA Business Service Insight COM+ components. Export using the CA Business Service Insight standard system export scripts. (If required contact CA Support)
2. Take the copy of the database extract and place it on the production server ready for importing. Note that the Oracle versions of the development and production databases must match. Import the database using the standard system import scripts (supplied with the export scripts)
3. Once completed, check for any import issues. If none exist ensure you run the latest service release SQL scripts (if required)
4. Run the 'Little Wizard' shortcut to configure the database for the new production system's settings.
5. Start up all the CA Business Service Insight service components and log in to the production system to confirm the system was imported correctly.

To migrate the Adapters

1. Install the Adapter using the AdapterManager utility with the settings similar to the Adapter you are importing (ensure the naming is exactly the same in order for the next step to work correctly
2. Copy the Adapter configuration file from the development system to the new Adapter folder on the production system. Overwrite the default configuration provided. (You should ensure the file is overwritten. Otherwise, it means the naming is not the same, which then causes problems during execution.)
3. Update the Adapter configuration file-the communication to the CA Business Service Insight server and to the data source should be updated to suit the new environment. The OblicoreInterface section should be updated with the correct Adapter port. The DataSourceInterface section should be updated with the correct ConnectionString or file name pattern or path if required.
4. Ensure that all required ODBC DSNs (Data Source Name's) are set up and working on the new machine.
5. Test the Adapter connectivity.
6. Test the Adapter execution.
7. Translations-in cases where there are Translation scripts they must be activated. Check that they are in synchronization with the Adapter and that Translations perform as expected. Where manual Translation is used and not previously completed, further Translations should be performed at this stage.
8. Adapter Scheduling-Schedule the Adapter to run as expected. If the Adapter has been defined as an application in a Run Once mode, it can be scheduled using the Windows Scheduler. This can be viewed under Control Panel > Scheduled Tasks. See Adapter Running Modes for further details.