Migrating assets from 1.x Remote services to Document Builder

In Rational® Publishing Engine 2.1.1 and later, the Remote services are deprecated. You can migrate your assets from the Remote services server to Document Builder after upgrading.

Before you begin

You must have administrator access to migrate assets. You can migrate the following asset types:
  • JavaScript files
  • snippets
  • style sheets
  • templates
Reference templates and document specifications must be migrated manually. Report schedules cannot be migrated but you can create new report schedules in Document Builder.

Asset owners are retained in Document Builder as long as the owner is a valid user in Document Builder. For example if Requirements template from Remote Services 1.x is owned by the user Bob, this template is added to Document Builder with Bob as owner. If the owner does not exist in Document Builder, it will still be migrated with the same user name. These assets can be migrated manually by the new owner.

There is no concept of marking an individual asset as private in Document Builder. Private assets are included in the migration. These assets are either shown to all users or hidden from all users, depending on the setting for the ASSET_SHARING_ENABLED variable in the Runtime Variables page.

Procedure

  1. In the product banner, click Migrate Assets.
    Migrate Assets
    Tip: If you do not see this button, you can enable it by checking the ENABLE_ASSET_MIGRATION check box on the Runtime Variables page.
  2. Enter the URL to the Remote services application, for example https://server:port/rpews.
  3. Enter your user name and password.
  4. Click Migrate.
  5. When the migration is complete, you can see the results of the migration. Any assets that failed the migration attempt are listed at the top.
    Migration results
    For assets that were not migrated, click the Download link to download the asset to your system. You can then add the asset to Document Builder manually on the Design page by clicking Upload Asset.

Results

You can also view previous migration results. This includes all migrations performed by any administrator in the same Document Builder instance. The migration results are deleted after 100 days.

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