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Migration Tool

DCM Migration Tool aims to provide a programmatic approach to replace your legacy connection strings stored in workflows with DCM-utilizing connections. Simply provide a set of workflow files, review the auto-matched DCM connections found for each connection string, and your workflows update automatically.

To launch the DCM Migration Tool, select DCM Migration Tool in the main Designer navigation > Options.

  1. Start migration by selecting the Browse Files or Browse Folders button.

  2. Choose your workflow files to migrate. You can choose more files at once or a whole folder, and the tool will then scan the selected folder for supported workflow files.

  3. Define your output.

    Should you choose the same folder for the output, you can select to Overwrite Existing Files by the migrated files or to Add Suffix to Each Workflow.

    Selecting Copy Workflows to a Selected Folder the migrated files will output to the desired folder.

  4. Select the Load Files button.

  5. After loading the files, the Migration tool scans each file for supported connection strings, aggregates unique connection strings on each tool type, and tries to find the best DCM match for your workflow connections.

    1. If the DCM connection matches perfectly, it is listed as an Exact match.

    2. If there’s a slight difference between the connection string and the DCM Connection (such as an outdated password, a missing port, etc.), the DCM connection is listed as a Partial match.

    3. If the match isn’t right or if there’s no matching connection available, check the propriety of other connections offered.

      • By selecting the dropdown menu for connection strings without a match, you can Select Another Connection or Create New connection, which opens the Connection Manager window.

      • You can then browse the Connection Manager for a suitable connection and select Connect on the right one, just like on the canvas tool configuration.

      • To create a new connection, choose the data source technology for your connection, fill in the information in the Connection Manager window, select Save and Link, and then Connect.

    4. You can re-run the matching process for each connection by selecting the circular arrows symbol. This will not update the existing selection but will refresh the list of suggested connections.

  6. Select the Migrate button to start the migration.

  7. Upon completion, the tool displays the migration result. You can review warnings and errors.

    • By selecting Download Log (.ndjson) you can download and save the full migration log in the .ndjson format, with individual migration process steps and a more detailed error description.

Supported tools and technologies

  • Workflow files of .yxmd (regular workflow), .yxwz (analytic apps), and .yxmc (macros) are supported.

  • All ODBC connections (both DSN and Quick Connect) in the Input Data and Output Data tools are gathered when parsing the workflows. User and Gallery aliases are listed as well, although automatic DCM connection matching is currently unavailable for these connections.

  • Other tools, such as In-DB, Download, or Email tools are currently not supported.