Equus Software

Users will have the ability to migrate packages if the role they are assigned to has access to the following screens on the Security Role Maintenance screen:

&lt;Migration Package&gt; 
&lt;Migration

Migration Package - How to access Migration Packages

Migration Package - User Report (includes Prereqs and Report Types) replaces this migration package type.  
 This type is retained for backward compatibility.




 
User Report
You cannot create a

Migration Package - User Report (old)

You cannot create a migration package for Equus standard Production Reports (ones that have been delivered by Equus and have an Equus System Code).
User Reports can be migrated from…

Migration Package - Production Report

Tax Position Sets can be migrated from the system level or company level and created at the system level or company level. All Tax Position Sets will be imported with…

Migration Package - Tax Position Set

Cost Estimate/Compensation Calculation Templates can be migrated from the system level or company level and created at the system level or company level.
 
Excluding Large Spreadsheets
When ‘Cost Esti

Migration Package - Cost Estimate / Compensation Calculation Template

You cannot create a migration package for an Equus standard Compensation Worksheet Template (ones that have been delivered by Equus and have an Equus System Code).
Compensation Worksheet Templates can

Migration Package - Compensation Worksheet Template

Overview
The Migration Package tool allows you to copy objects such as checklists, merge documents, templates, and reports from one instance of the platform into another instance.The Migration Package

Migration Package - Overview

There are 4 steps involved in exporting an object

Choose the Migration Package Type
Choose the Object to Migrate
Enter a Description
Generate the Export Package

Step One: Choose the…

Migration Package - Exporting an Object

After exporting an object, the next step is to import the selected object to the target site.

Navigate to the Migration Package screen in the site that will receive the…

Migration Package - Importing the Selected Object

Migration Package - User Report (includes Prereqs and Report Types) replaces this migration package type.
This type is retained for backward compatibility.




User Report Types can only be migrat

Migration Package - User Report Type (old)

Widgets can only be migrated from the system level and created at the system level.   Widgets can be migrated using two types of migration packages:

Widget Migration Package Type -…

Migration Package - Widget

You cannot create a migration package for Equus standard Quick Workflow (ones that have been delivered by Equus and have an Equus System Code).Quick Workflows can only be migrated from…

Migration Package - Quick Workflow

Checklist Templates can be migrated from the system level or company level but can only be created at the system level. All Checklist Templates will be imported with an Inactive…

Migration Package - Checklist Template

User Reports can be migrated from the system level or company level. Using this migration package type, the migration of all prerequisite reports (if a prerequisite report has prerequisites, those…

Migration Package - User Report (includes Prereqs and Report Types)

User Tables can be migrated using three types of migration packages:

User Table Migration Package Type - to migrate individual user tables


User Report (include Prereq and Type) Migration Package…

Migration Package - User Table

Dashboard Layouts can only be migrated from the system level and created at the system level. The Dashboard Layout Migration Package Type allows users to migrate an entire dashboard layout…

Migration Package - Dashboard Layout

Business Rules can be migrated from the system level or company level and created at the system level or company level. The Business Rule Migration Package Type allows users to…

Migration Package - Business Rule

The Landing Experience Dashboard Migration Package Type allows users to migrate landing experience dashboards selected from a type-ahead dropdown list from the Migration Package screen.
A description

Migration Package - Landing Experience Dashboard

The Migration Package Type, 'Merge Document', allows you to migrate Merge Documents from one instance of the Equus Platform to another instance. 
It uses Equus Platform's Data Migrator which facilitat

Migration Package - Merge Documents

Migration Package

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