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Migrating Security Groups from one PPM instance to another.

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Heather Sprutte
Occasional Contributor

Migrating Security Groups from one PPM instance to another.

Does anyone know how to migrate Security groups within PPM? I've looked through the admin guide and there was a reference to the ITG Report Migrator and the ITG User Data Migrator. I've tried those but am not seeing the option to select the security groups that I created, as well as its members to export.

Thanks.
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SGM
Occasional Contributor
Solution

Re: Migrating Security Groups from one PPM instance to another.

Create a workflow with one decision step and a close step in the source environment (the workflow does not need to be enabled). Add all of the security groups you desire to move to the security tab of that step. Use the workflow migrator and select "Yes" for add missing security groups. The security groups will be created in the destination environment upon migration. Note that this will not migrate the membership of the security groups in the source environment.
Heather Sprutte
Occasional Contributor

Re: Migrating Security Groups from one PPM instance to another.

Great, I'll give that a try. Thanks for the suggestion.

So there is no way that you know of to bring the members over as well?

Thanks again. I'll keep you posted.
SGM
Occasional Contributor

Re: Migrating Security Groups from one PPM instance to another.

As far as I know, you can migrate security groups but not users and their memberships!
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