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# BUSINESS ADMINISTRATION IMPORT FROM V7
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todo: overview of what will go where
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todo: tasks that must be performed after import (security groups -> roles assignment etc)
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User accounts set roles and login creds and set to active
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license stuff?
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doc: all items imported tagged with "v7-import" to easily identify them, no need to keep this tag, for informational purposes only
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## OVERVIEW
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This page outlines the import changes and setup tasks that will need to be done after import from a business administration point of view.
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For a technical guide to import see the [Operations import guide](ops-import-v7.md)
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## What is imported and where
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### All objects
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All imported business objects will be tagged with "v7-import" to easily identify them. There is no need to keep this tag if you wish to remove it, it's for informational purposes only.
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### Most objects
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Most object will retain their name and will be imported directly with the following exceptions:
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### Security groups
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* Security groups have been replaced by Roles.
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* No v7 security group information or settings are imported into v8.
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* v7 imported Users will automatically be set to No Role in order to protect information security; the business administrator will need to set each user to the most appropriate new roles after import is completed.
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For details see the [Authorization roles](ay-biz-admin-roles.md) guide for more information.
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### Clients
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* v7 Clients have been renamed to "Customers"
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### Localized Text
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* In V8 Localized text has been renamed to "Translation".
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* V7 Localized text will only be imported if at least one User has it set as their default Locale. Localized text not set to any user will not be imported.
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### Wiki embedded files
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* In V8 Wiki embedded files are now [Attachments](ay-start-form-attachments.md) and are separate from the Wiki page.
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* In v7 only a limited set of objects could have Wiki pages and embedded files, now, all business objects support Attachments
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### Tags
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[Tags](ay-start-form-tags.md) are a new feature for AyaNova 8 that replace and improve upon several different categorization features in v7.
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The following objects from v7 will be imported as tags in v8:
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* User certification
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* User skill
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* Client group
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* Dispatch zone
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* Part category
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* Regions
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* Scheduleable user group
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* Unit service type
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* Unit model category
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* Work order category
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* Work order item type
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Objects imported to v8 will automatically be tagged with the corresponding tag that replaces the above feature.
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### Wiki pages
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[Wiki](ay-start-form-wiki.md) pages have change substantially in v8 based on user feedback.
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* In v7 only a limited set of objects could have Wiki pages and embedded files, now, all business objects support Wiki pages
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* The import process will by necessity need to discard some unsupported formatting elements from the v7 format wiki pages.
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* Things that will be lost in the export process are:
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* Colors
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* Font sizes
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* Font faces (i.e. "Arial", "Courier" etc)
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* Text alignment (left, center, right)
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* internal AyaNova links to objects (for example linking directly to a Client record inside a wiki page)
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* Things that will be kept:
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* All entered text
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* Lists
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* Bolded text
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* Underlined text
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* Italicized text
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* Images
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* External URL links
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* Wiki embedded files (will be exported to new attachments feature)
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### Users
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Users are imported directly with the following exceptions:
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* Security group, now Role, see above
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* Login credentials and password are not imported and will need to be set
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* Active status is set to false on all imported users except the Adminstrator account
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* Administrator account password is not imported, instead the new v8 Administrator account defaults to login "manager" and password "l3tm3in"
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@@ -26,6 +26,7 @@ Clients have been renamed to Customers
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### Localized text renamed
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Localized text has been renamed to Translation
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### Security groups -> Authorization Roles
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Security groups have been replaced by a **role** based authorization system.
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In v7 you would select a security group for a user to restrict their access to objects in AyaNova.
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@@ -66,25 +67,7 @@ todo: reports, major differences from v7 here
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### Wiki
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The [Wiki](ay-start-form-wiki.md) feature has been changed substantially based on user feedback.
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##### Exported wiki pages
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The Export to v8 process will by necessity need to discard some unsupported formatting elements from the v7 format wiki pages.
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Things that will be lost in the export process are:
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* Colors
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* Font sizes
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* Font faces (i.e. "Arial", "Courier" etc)
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* Text alignment (left, center, right)
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* internal AyaNova links to objects (for example linking directly to a Client record inside a wiki page)
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Things that will be kept:
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* All entered text
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* Lists
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* Bolded text
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* Underlined text
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* Italicized text
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* Images
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* External URL links
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* Wiki embedded files (will be exported to new attachments feature)
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##### Editor
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Previously there was a hybrid Wiki system, remote users (WBI) would interact with an HTML editor and HTML representation of the wiki document and windows AyaNova users would interact with a "rich text" editor similar to Wordpad. This required behind the scenes translations between Rich text format and HTML format and the results were not always compatible. In addition, it would have been very difficult to edit Wiki pages on small screen devices.
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@@ -2,18 +2,17 @@
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This is the technical guide to the export to v8 process.
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You should already be familiar with the [changes](ay-biz-admin-import-v7.md) from v7 before export.
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There is also a business administration focused [guide](ay-biz-admin-import-v7.md) to import outlining business object changes and steps that need to be taken after the export process has completed.
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After the export is finished there are some business administration [post export tasks](ay-biz-admin-import-v7.md) that will need to be done before your users can start working.
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Exporting is done with a AyaNova 7 plugin "Export to V8" which is installed automatically with current releases of AyaNova 7.6 or newer.
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The Export to V8 plugin can be used to export AyaNova 7 data to an AyaNova 8 server.
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The export process happens via network and you can export to any server on the same computer or visible inside or outside your network via HTTP.
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# IMPORTING OLDER AYANOVA DATA
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### IMPORTING FROM AyaNova 7.5 OR OLDER
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The Export to V8 plugin can export data from AyaNova 7.6 or newer. For versions of AyaNova older than 7.6 you must first upgrade them to 7.6 before continuing.
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# PLAN FOR ONE OR MORE TEST EXPORTS
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### PLAN FOR ONE OR MORE TEST EXPORTS
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AyaNova 8 is very different from prior versions and we recommend doing one or more trial exports before scheduling with your staff to do the final switch-over. Plan on taking plenty of time to go through the exported data in AyaNova 8, familiarize yourself and your staff with all the changes in the new version of AyaNova.
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