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Arda Growth Demo Environment
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Backend

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Migration

Prep for Migration



Review and Update
Version Control
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Ensure Customer Document Type = Customer Document
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Open Customer’s Current Document
Open and copy the template doc
Rename to [MIGRATION IN PROCESS] - [Doc Name]
Example MIGRATION IN PROCESS - Gimbel Group 3.0
Update Connections
PDF Render
Arda System ​
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Amazon API :
Arda System ​
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Get Amazon Info
Doc Explorer
Arda System ​
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Gmail
Connect Later ​
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Clean Doc Backend → Usage Statistics → Clean Button

Update Forwarding Links

Verify integrity of
Backend · Forwarding Links View
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Copy row url column

Prep Old Document

Update Sharing with Arda Workspace
Anyone in Arda workspace → Can Edit
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Refresh and Update Version control with document in “Development”
Show Hidden Pages
Go To Backend
Check if New DC ID exists.
Exists
go to new doc and copy the document id ​
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Update the form ​
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Begin proceeding through each step by pressing the button under Notes
Callouts:
Do not leave while working
Check the old doc and new doc at completion to ensure appropriate migration
Does Not Exist
Send This migration page to old doc
go to new doc and copy the document id ​
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Update the below

Migrate support tables to New Dc ID

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_dpN3NlQndom
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Update
Migrated
Validated
Name
Old Doc URL
New Doc URL
Migrate
Notes
Item Type
Open
https://coda.io/d/#_tuCB7
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Click me
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Item Sub-Type
Open
https://coda.io/d/#_tufYU
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Click me
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Suppliers
Open
https://coda.io/d/#_tuOe2
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Click me
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Use Case
Open
https://coda.io/d/#_tupGF
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Click me
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Company Information
Open
https://coda.io/d/#_tuAQ_/r4
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Click me
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You’ll have to delete the row that holds no info in the new doc
Departments
Open
https://coda.io/d/#_tuoe1
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Click me
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Locations
Open
https://coda.io/d/#_tuure
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Click me
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Sub-Locations
Open
https://coda.io/d/#_tuiJI
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Click me
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Products
Open
https://coda.io/d/#_tuq2A
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Click me
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Components
Open
https://coda.io/d/#_tu5xW
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Click me
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Component Types
Open
https://coda.io/d/#_tucAC
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Click me
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​
There are no rows in this table
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Migrate Items

Create a view of the Items table in backend called “Items Migration”.
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Create a URL column “New Row URL”
Create a Button column “Port”
Disable button with condition
And(Ported.isnotblank(), item.isnotblank())
Create a Text column “Ported”
In New Row URL Set the equation
In the Port button set the equation
Test a few items to validate success
Update Button (Migrate Items)
Once satisfied hit
Port all Items
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Port all Items
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. Verify count remaining gets to zero
Count of remaining items
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and validate results
Press button and validate results
Migrate Order Line Item Archive
Add Request Form and update forwarding links [New Doc]
Create a form in the new doc tied to the
Broken link
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table
Select view “Item request form”
Rename form
Go to Edit layout, rename and publish form ​
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Form Link ___
Migration Validation
Migration Checklist
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Final Housekeeping and Sharing

Rename Old Doc
ARCHIVE - Doc Name
Rename New Doc
Doc Name
Add link to new doc and callout in old doc
Share with appropriate users
Update V
ersion Contro
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l to place the old doc as Archive and new doc as production
Test and communicate as required.

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.