Post-Migration Actions
Perform the following steps after the migration:
1. Set Default Lookup Configuration flag for any required migrated Lookup Configurations.
2. Edit the custom SFM Mappings identified during pre-migration, set the lookup field(s) mapped to source org values (displayed as SFIDs) to target org values and save.
3. For the migrated ServiceMax Configuration Group profiles, make necessary updates to remove or create SFDC profiles as detailed in the log file to match the source org. Also, set the status to Active.
4. Launch the migrated configuration items from the designer/configuration screens and check if there are any errors/exceptions.
5. Launch the migrated configuration items from the delivery screens and check if there are any errors/exceptions.
6. If any errors/exceptions are found when executing the previous two steps, check if all the metadata items listed in the Pre-Migration Actions section have been migrated to the target org, and migrate any missing items.
7. Edit the custom PM Process identified during pre-migration, set the Assign To value as required, and enable the Active check box.
8. Edit the custom DC Views identified during pre-migration, and set the required assignments.
9. If you have migrated MTTS Rules and Territory Match Rules, update the rule sequence.
10. Configure the Checklist OPDOC inclusion Criteria in Output Documents.
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