TracCloudMigration: Difference between revisions
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Revision as of 14:00, 4 April 2022
TracCloud Technical Documentation
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Migrating from Trac 4.0 to TracCloudIf you're switching from an existing Trac System to TracCloud and are planning on keeping your current data, a migration process will be needed alongside general setup. This portion of our wiki will outline what this process will look like.
Step 1. Planning out the migration process Prior to any of the following steps, we'll want to schedule a quick call with you and your IT to plan out this process. This will include a general timeline for TracCloud setup, as well as migration-specific questions and planning, such as data purges or cleanups prior to copying your database. A call can be scheduled through our website, here: https://www.go-redrock.com/help-support/request-training/ Step 2. IT Integrations We will be working with your IT throughout steps 3 and 4 to integrate your campus services with TracCloud. This includes:
Step 3. First migration This step is where we bring as much data over as possible from your Trac 4.0 instance. This is also the cutoff point for making additional changes to your Trac 4.0 database. Your Consultants, Centers, Reasons, and more (see chart below) will not be updated during the final migration. Data such as Visits, Appointments, etc can continue to be tracked in the meantime. Step 4. SysAdmin Training After the first migration, we can start the training process with your SysAdmins. We will be going over the following topics (in roughly this order, and where applicable). 1st Training: Creating Centers, Reasons, and the start of your Profile Prefs. 2nd Training: Profile Prefs. 3rd Training: Creating Groups, Staff (aka Users/Consultants), and Course Lists. 4th Training: System Prefs and setting up modules (if applicable). 5th Training: Continuing System Prefs and modules, as well as addressing any final questions before step 5. Step 5. Final migration This step is where we bring over the remaining data from your Trac 4.0 instance, the visits, appointments, etc that you've created since the first migration. This is also the step where your Trac 4.0 instance will be disabled, as any data recorded after this point will not be brought into TracCloud. Step 6. Continued Training After the final migration has been completed, we can go back to the basics to ensure you're comfortable using your new system. 6th Training: Logging visits, using quick and batch visit utilities. 7th Training: Creating schedules and booking appointments. 8th Training: Running reports (typically a few weeks after going live). What data will be migrated?It's important to understand what data will be brought over from Trac 4.0, what won't, and what data will be deleted during the final migration. What does it mean if something is included in the first migration, but not the second? Yes / No
What does it mean if something is included in the first *and* second migration? Yes / Yes
What does it mean if something isn't migrated at all? No / No
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