Migrating Engage Using ServiceMax Migration Tool
This section describes how to migrate configuration items from one org (Source) to another org (Target) using the ServiceMax Migration Tool. For more information, see ServiceMax Migration Tool. Migration can be done from any source org (production or sandbox) to any target org (production or sandbox).
Pre-requisites
You must have installed the Engage managed Package in the source org and the target org. For more information, see Installing Engage Extension Package.
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For Engage migration, the source org and target org must be on the ServiceMax Core 23.1 or later server package.
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Supported Configurations for Migration
The following configurations are supported for migration:
Key Points to Consider
The following items are not part of the migration.
• Experience Cloud Settings & Configuration
• Configured SFDC Flow
• Profiles
• Users
• SFDC Permission sets
Migrating Configurations Items
• For information on Engage migration configuration items, see Engage Supported Dependent Items.
• For more information on the Engage Validation process, see Engage Configurations.
Post-Migration Tasks
Post-migration, you must perform the following steps.
• Add Users to Permission Sets. For more information, see Adding Permission Sets.
• Add Profiles to the Site. For more information, see Configuring Engage Admin UI.
Reference Sections