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ServiceMax Migration Tool: Migration of Dispatch processes / configurations

ServiceMax Migration Tool: Migration of Dispatch processes / configurations

ServiceMax Migration Tool: Migration of Dispatch processes / configurations

Currently the ServiceMax Migration tool does not support migration of Dispatch Processes or Configuration Items. Some large enterprise customers have a large set of configuration items that need to be manually reconfigured through a new org or loaded through data loader.

Support for the following processes would be a major help.

Configuration items related to Dispatch Console such as Event Hover Rules, Event Subject Rules, Dispatch Console Field Updates, Dispatch Console Views, and Dispatch Console Hovers

Dispatch Processes, and associated configurations such as MTTS Rules, Territory Match Rules, Booking Windows, SLA Terms, Technician Eligibility Rules, and Skill Match Rules.

Product Area?
Communities
What version of ServiceMax are you on?
Summer 16
10 Comments
Employee
Employee

Looks like Dispatch Console views can now be migrated as of Winter 16. 

Roast Chef
Roast Chef

have you tested this yet?

haven't gotten a chance to play around on new version yet - but am curious as this would be great tool to utilize

Employee
Employee

Yes, I tested and it works fine.  I have only migrated one small set though.

Roast Chef
Roast Chef

appreciate the response

Product Team
Product Team
Status changed to: Under Consideration
 
Product Team
Product Team
Status changed to: Under Consideration

Update on this idea:

1. As part of 19.3 release, Migration tool will support migration of Dispatch Process & Skill Match Rules.

Note: Transaction record details set of the configuration will not be migrated i.e. as part of Dispatch Process migration, we will not migrate user value set on the 'Technician' field in Assignment rules. Post migration this value has to be set by admin.

 

2. Other configurations such as MTTS Rules, Territory Match Rules, SLA Terms, Technician Eligibility Rules are on the roadmap. 

Fry Chef
Fry Chef

It would be really nice to migrate skill match rules and dispatch processes, since we will have more than 200 skill match rules and it is very painful to do it manually...

Fry Chef
Fry Chef

When will the new release come? @shivaranjini_g 

Customer Success Team
Customer Success Team

@jpaccenture  Our public launch for 19.3 is slated for 19 November. 

 

 

Product Team
Product Team
Status changed to: Delivered

Hi @jpaccenture @slortscher @lisa_mercer @alex_langston 

In the upcoming 20.1 release, migration tool will support dispatch process related configurations such as MTTS Rules, Territory Match Rules, SLA Terms, Technician Eligibility Rules in both direct migration and file import/export.  These configuration records will be listed in source tree for selection when source org version is 19.3 and above. We had already enabled support of Dispatch Process and Skill Match Rules with 19.3 release

To summarise Dispatch Process, Skill Match Rules, MTTS Rules, Territory Match Rules, SLA Terms, Technician Eligibility Rules, Dispatch Console Views are supported in migration tool. 

Below items are currently not on roadmap i.e Dispatch Console related configurations such as Event Hover Rules, Event Subject Rules, Dispatch Console Field Updates, and Dispatch Console Hovers. Please create a separate request for tracking. Marking this items as delivered

Do share your feedback using the tool foe above configurations or generally about tool with me.