Import Tools

97 Aufrufe Markdown

Move your clients, orders, invoices and catalogue from another billing platform into WISECP, one guided stage at a time.

Opening the Screen

Open the Tools menu and select Import Tools.

{admin}/tools/imports

What Is on the Screen

The wizard has four stages, named in the strip across the top: Source, Manifest, Transfer and Result. Each stage opens its own panel, and the strip keeps a note of what you already decided.

Source has three columns. On the left you pick the system you are moving from. In the middle you enter the connection details of that system, and every source asks for its own. On the right sit the safety choices: the backup switch, the two rollback commands and a short list of what to know before you begin.

Manifest lists every data type the source offers with its prerequisite, its record count and its state. You choose the import mode above the table. A type whose records cannot be read is marked Unreadable and left out. A type whose prerequisite could not be read turns Blocked, since it cannot travel without the data it rests on. The selections are tied together. Ticking a type also ticks its prerequisites, and clearing it clears whatever depends on it. A note under the table names them.

Transfer follows the run with a percentage, elapsed and remaining time, rate, the number of records moved and a log you can open and copy. Result closes with the totals and a link back to the panel.

Add ?sim to the address to walk the whole flow on made-up data. A banner marks the run and no records are written.

Fields

Source systemThe platform you are moving from. One card is selected when the screen opens. Required.
SearchNarrows the source list. Appears when there are more than six sources.
Connection detailsDatabase address, name, user and password of the source, plus any extra secret it needs. Each source asks for its own set, and all of them are required.
Back up the WISECP database before importingQueues a database backup and starts the transfer once it is ready. On by default. With it off there is no way back.
Import modeClean Install keeps the original record numbers and needs an empty system. On Top of Existing Data keeps what is here and adds the incoming records with new numbers. Clean Install is selected by default.
Select every data typeThe box in the table header. It ticks every type that is readable and not blocked. Those types already arrive ticked once the manifest is ready, so the box opens ticked as well.
Reset the earlier transfer recordRecords already brought over from this source are remembered and skipped. Tick this when you cleared the target and want to start over. Off by default.

Tasks

Connect to the source

  1. Select the source card, then fill in the connection details beside it.
  2. Decide on the backup switch and read the notes on the right.
  3. Click the Test connection button and wait for the result.
  4. Continue opens once the connection is verified, and the manifest is built.

Choose what to move

  1. Pick the import mode above the table.
  2. Every readable type is already ticked once the counting ends. Clear the ones you do not want; that also drops whatever depends on them. The header box turns them all on and off.
  3. Tick Reset the earlier transfer record when you are starting over.
  4. Click Start import. The transfer stage opens and the run begins.

Follow the transfer

  1. Watch the percentage and the record counts while each type is processed.
  2. Open Transfer log for the line-by-line account, and copy it with the button beside it.
  3. The result stage opens by itself with the totals when the run ends.

Return to the pre-import backup

  1. Open Commands on the right of the source stage, or on the restore card that appears once the backup is ready.
  2. Run the two commands from your server terminal, taking the backup labelled pre-import-tool.
php coremio/restore.php list
php coremio/restore.php restore <backup>

Things to Watch

An import cannot be undone

Leave the backup switch on. It is the only way back, and it has to exist before the transfer starts.

Clean Install needs an empty system

It writes with the original record numbers, so there must be no client data here yet. Choose On Top of Existing Data for a system already in use.

Let the run finish

Stopping the transfer halfway leaves the database half written. Nothing is changed on the source database at any point.

Required Privileges

The wizard screen itself does not ask for this privilege. Any administrator who can reach the Tools section can open the address and see the source list and the connection form. The menu entry, however, appears only for administrators holding TOOLS_IMPORTS.

The work itself depends on that privilege. Testing the connection, building the manifest and running the transfer all need TOOLS_IMPORTS. Without it the first step returns an error.

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