Layton ServiceDesk - Workflows - Migrate Limited Request Data from One Database to Another

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Overview

This workflow can be used to transfer limited Request information from one database to another. It would be used if you wanted to start a brand-new database, abandoning your old one, but wanted to transfer open Requests. This is different to a Migration, which is a full transfer of all information.

References

Procedure

Create Layton ServiceDesk Test Installation

  1. Create a Test Installation. This will be used for testing, but will also become the live installation. This will also give you the latest application version.
  2. As part of the Test Installation, a new database should be created in the DBTool with the Install New Database option. This will be the latest database version.
  3. Before launching Layton ServiceDesk, back up the new database using Management Studio.
  4. Launch Layton ServiceDesk and configure End User LDAP Import.
  5. Import End Users by clicking the Import Users button Lsd ldap import btn 16px.png.

Prepare Old Request Data for Import

  1. In Management Studio, run this query:
    SELECT sys_requestdate
    ,sys_eusername
    ,sys_problemsummary
    ,sys_problemdesc
    FROM request
    WHERE sys_requestclosedate IS NULL
    This will return four columns for any Request that has not been closed.
  2. In the Results pane, click the blank square to the left of the header and above the first row. This will select all cells in the grid.
  3. Right-click and select Copy with Headers.
  4. Open a new Notepad window and paste.
  5. From the File menu, select Save As....
  6. Navigate to the Desktop.
  7. Change the Save as type menu to All Files (*.*).
  8. In the File name field, enter lsd_requests_old.txt and click the Save button. This will create a tab-delimited text file.
  9. Close Notepad.
  10. Close SQL Server query without saving.

Import Old Request Data

  1. In Management Studio, expand SERVER\INSTANCE > Databases.
  2. Right-click the new database and select Tasks > Import Flat File.... The Import Flat File dialog will appear.
  3. Click the Browse... button and navigate to
    C:\Users\ACCOUNTNAME\Desktop\lsd_requests_old.txt
  4. Click the Open button.
  5. Do not change any of the fields, and click the Next > button.
  6. In the Preview Data tab, the first line of the text file has been interpreted as list of column names, and the data has been extracted into columns and rows. Click the Next > button.
  7. Change the Data Types as below:
Column Name Data Type Primary Key Allow Nulls
sys_requestdate smalldatetime Unchecked Checked
sys_eusername nvarchar(50) Unchecked Checked
sys_problemsummary nvarchar(255) Unchecked Checked
sys_problemdesc ntext Unchecked Checked
  1. Click the Next > button.
  2. In the Summary tab, click the Finish button.
  3. The import will complete and the Result should be Success. Click the Close button to close the dialog.

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