Iterative Conversion

Question Received: I am toying with the idea of migrating the current information first and the remainder of the history at a later date. I have heard that the conversion tool copes with this, but haven't found any information on how it does.

Answer: The Toolkit will support iterative conversions as long as the original master data key tables (the CK_* tables) are not cleared down from Staging (the already converted Transactional Data would need to be cleared down) and the Production instance being migrated into is actually Production (we have migrated into a pre-prod instance in the past and then unloaded this and loaded it into the real PROD instance, but this will not work for your situation. You need to be migrating directly into your intended environment). In this case the migration tool will still know all about the original keys and the generated keys for the primary objects (Account, SA, etc.) and as such it will be able to link the data converted as part of a second pass onto these entities.

It should be noted that this may result in the original opening balances potentially being displayed with an incorrect value (if we are talking about Financial Transactions) and also that care will have to be taken to ensure that all related objects are aligned (eg. A Bill must have a set to bill segments, meter reads and a financial transactions, and these entities cannot exist independantly).

It should also be noted that subsequent runs of the conversion tool would need to be 'trimmed' to ensure that they are only doing work on the objects affected. You would not want to revalidate and migrate all Person, Account, SA, SA/SP, SP and Premise details since this information has already been processed, but you would definitely want to run the affected transactional record validation and keygen processes.

There is no real "hard-and-fast" rule around this processing since is it specific to each implmentations needs, but the majority of the effort required should be detailed in the Conversion Tool section of the online help (under Adminstration/ The Conversion Tool). The major rule is to ensure that you only run the steps and validation/keygen steps that you need and do not do a complete rerun for your subsequent conversion.
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About

Stuart Ramage

I am a Consulting Technical Manager for Oracle Corporation, and a member of the OU Black Belt Team, based in Hobart Tasmania.
I have worked in the Utility arena since 1999 on the Oracle UGBU product line, in a variety of roles including Conversion, Technical and Functional Architect.

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