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 Filters

Migrate Filters

In CA APM Release 11.3.4, the filters that a user can see are set in the Security feature, by role. In this release, filters support an added level of security. You set the filters that a user can view in the filters feature. When you configure a filter, you can apply security to the filter by selecting specific user roles and users who have permission to see the filter.

By default, the security for the filters you create makes them available to all roles and users. By applying unique security to your filters, you ensure that certain users cannot view sensitive information in a filter.

These changes cannot be migrated with the Migration Utility. Use the Filter Detail Reports data during the manual migration.

Follow these steps:

1. Identify the object for the filter on the Filtering Detail Report.
2. In CA APM, click the Administration tab and the Filter Management sub tab.
3. Click New Filter.

   The Filter Details page opens.

4. In the Filter Information area, perform the following steps, using the information in the Filtering Detail Report:
   1. Enter the Filter Name and the Object that you want to filter.
   2. (Optional) Enter a Description.
   3. (Optional) Select Assign Filter to All Users, if you want all users to be able to view the filter data. If you want to apply security to the filter, complete the Filter Security area, as described in the following steps.
5. In the Filter Security area, perform one or more of the following actions:
   • To enter roles that can see the filter:
     • Click Select New in the Roles area.

       The Role Search dialog opens.

     • Search for and select the roles that are permitted to see the filter.
     • Click OK.
   • To enter users who can see the filter:
     • Click Select New in the Users area.

       A search dialog opens.

     • Search for and select the users who are permitted to see the filter.
     • Click OK.
6. Click Add Fields.

   The Add Field(s) dialog opens.

7. Select the fields that appear on the report in the Selected Criteria Fields section.
8. Click OK.

   The Add Field(s) dialog closes and the fields that you selected appear in the Filter Criteria area.

9. Using the information in the Criteria area of the detail report, perform the following steps for each Filter Criteria:
   1. Click the Edit Record icon next to a Filter Criteria.
   2. Enter the Operator, Value, Connector, and parenthesis, as indicated on the report.
   3. Click the Complete Record Edit icon.
10. Click Save.

    The filter is saved.