How to Migrate CA APM Data from Release 11.3.4 to Release 12.8 › How to Migrate CA APM Data from Release 11.3.4 to Release 12.8 › Perform Manual Migrations › Migrate Basic Searches

Migrate Basic Searches

In Release 11.3.4, the search return fields that a user can see are set in the Security feature by role. Release 12.8 enhances the Basic Search functionality so that it is more closely aligned to the Advanced Search. All fields are available in the Basic Search. In Release 12.8, you set the search return fields that a user can view in the search feature. When you create a search and save the configured search, you can apply security to the search by selecting specific user roles and configurations.

By default, the security for the searches you create makes them available only to the creator. You assign roles and configurations to your searches to grant access to the users who are assigned to those roles and configurations.

Note: For information about searching, see the User Guide.

These changes cannot be migrated with the Migration Utility. Use the Basic Search Report data during the manual migration.

Follow these steps:

1. Identify the Object Type for the search on the Basic Search Report.
2. In CA APM, click the tab and optional subtab for the object that you want to find.
3. On the left, click New Search.

   The Add Fields dialog appears.

   Note: For some object types, you are prompted to select templates, families, or other attributes to narrow the search.

4. Using the report Search Return Fields, select the fields to add to the search. In Release 11.3.4, these fields were labeled Display Fields.
5. In the Add Fields(s) To area at the bottom of the dialog, select Search Criteria and Search Results.
6. Click OK.

   The fields are added to both the search criteria and search results. The Add Fields dialog closes.

7. At the top of the page, click CONFIGURE SEARCH: OFF.

   The configuration of the search is complete.

8. In the Search Information area, enter the search title and any other descriptive information, for example, Category and Description.
9. (Optional) Open the Search Security area.
10. (Optional) In the Search Security area, select the user roles for which the search is available.

    Note: We recommend that you select the user role that is identified on the Basic Search Report.

11. (Optional) In the Search Security area, select the configuration for which the search is available.

    Note: If you do not select either a role or a configuration, the search is available only to the search creator.

12. Locate the Search Criteria area and the criteria fields that you entered.
13. For each Search Criteria field, enter the field value. You can click the search icon to search for a value.
14. (Optional) Open the Additional Settings area, and add other settings, for example, sorting settings.
15. Click Save.

    The search is saved.

16. If you selected user roles in the Search Security area, perform the following steps for each role:
    1. Click Administration, User/Role Management.
    2. On the left, expand the Role Management menu.
    3. Click Role Search.
    4. Search for and select the role.

       The role details appear.

    5. In the Default Searches area, click Select New.
    6. Search for the search that you just created.
    7. Assign the search as a default search for the role.
    8. Click Save.

       The updated role is saved.