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 Advanced Searches › Create an Advanced Search

Create an Advanced Search

Use data from the Advanced Search Report and the Advanced Search Detail Report during the manual migration.

Follow these steps:

1. Identify the Object Type for the search on the Advanced Search Detail 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. On the detail report, identify the fields that are in both the Return Fields and the Selected Criteria Fields.
5. On the Add Fields dialog, select the common fields that you identified on the report.
6. In the Add Fields(s) To area at the bottom of the dialog, select Search Criteria and Search Results.
7. Click OK.

   The fields that are both Search Criteria and Search Results fields are added to the search, and the Add Fields dialog closes.

8. Click Add Fields.

   The Add Fields dialog appears.

9. Select the Return Fields that are not common to the Return Fields and the Selected Criteria Fields on the detail report.
10. In the Add Fields(s) To area at the bottom of the dialog, select Search Results Only.
11. Click OK.

    The Search Results Only fields are added to the search, and the Add Fields dialog closes.

12. Click Add Fields.

    The Add Fields dialog appears.

13. Select the Selected Criteria Fields that are not common to the Return Fields and the Selected Criteria Fields on the detail report.
14. In the Add Fields(s) To area at the bottom of the dialog, select Search Criteria Only.
15. Click OK.

    The Search Criteria Only fields are added to the search, and the Add Fields dialog closes.

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

    The configuration of the search is complete.

17. In the Search Information area, enter the search title and any other descriptive information from the report. For example, Category and Description.
18. (Optional) Expand the Search Security area.
19. (Optional) In the Search Security area, perform the following steps to select the user roles for which the search is available:
    1. Click Select New in the Role Access area.

       The Role Search dialog opens.

    2. Enter the Role Name that is identified in the Assignment field on the Advanced Search Report. Role Name can be the name of a role or a contact name.
    3. Enter a Description, if you want.
    4. Select whether to include Inactive records in the search for the new role.
    5. Click Go.

       The search results appear.

    6. Select the roles or contacts for which the search is available.
    7. Click OK.

       The Role Search dialog closes.

20. (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 to all users and configurations.

21. Locate the Search Criteria area and the criteria fields that you selected.
22. Click Advanced.

    The advanced Search Criteria area opens.

23. For each Search Criteria, perform the following steps:
    1. Click the Edit Record icon next to a Search Criteria.
    2. Locate the Criteria information about the report.
    3. Enter the Operator, Value, Connector, and parenthesis, as indicated on the detail report.
    4. Click the Complete Record Edit icon.
24. (Optional) Open the Additional Settings area, and add other search settings, for example, sorting.

    Note: In the Search Results Sorting area, select the Selected Field and Sort Direction values, as identified on the detail report Sort Order area.

25. Click Save.

    The advanced search is saved.