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Using Migration Assistant

This guide is for editors running a content import and owners planning a migration. Every step uses the labels you see on screen.

  1. Open Recovery Center and choose Import pages or Import sites.
  2. Upload the Capell package archive (.zip), give the workspace a name, and optionally add a note.
  3. Continue to create an import session you can return to from Import sessions.
An administrator reviews import sessions and their current migration state. An administrator reviews import sessions and their current migration state.
  1. After the archive is read, review each proposed page action.
  2. Keep the proposed action, skip an item, or record a note where the preview needs a decision.
  3. Continue to relation resolution when the page review is complete.
  1. Complete page review and relation resolution, then open the validation step.
  2. Read the errors and warnings for the package and your decisions.
  3. Fix the package or review decisions for anything marked as an error, then validate again.
  4. Warnings are safe to proceed with, but worth reading first.
An operator reviews validation errors and warnings before executing an import. An operator reviews validation errors and warnings before executing an import.

How to match references to existing records

Section titled “How to match references to existing records”
  1. When your import links to other content (for example an author or a category), open the relation review step.
  2. For each imported reference, choose the matching record that already exists in Capell.
  3. Save your choices before you run the import, so links point to the right place.
An operator maps imported references to existing records before execution. An operator maps imported references to existing records before execution.
  1. Use the page review and validation steps to see what will be imported.
  2. Check the validation summary carefully before dispatching.
  3. Confirm the import when prompted, then let the queued job run.

How to import pages through Recovery Center

Section titled “How to import pages through Recovery Center”
  1. Open Recovery Center and choose Import pages.
  2. Upload a Capell page package, then work through page review, relation resolution, and validation.
  3. Dispatch the import and watch its progress.
  4. If something goes wrong, you can roll the import back from here.
An operator imports pages through Recovery Center and reviews validation, relation resolution, execution, and rollback state. An operator imports pages through Recovery Center and reviews validation, relation resolution, execution, and rollback state.
  1. Open the finished import session.
  2. Read the status and the list of anything that was skipped.
  3. Fix and re-import any items that didn’t come across.
  1. Open the import you want to undo.
  2. Roll it back to remove what it added.
  3. Read the rollback report to see exactly what was changed and what manual cleanup, if any, is still needed.
An operator reviews what rollback changed and what manual cleanup remains. An operator reviews what rollback changed and what manual cleanup remains.
  1. Choose to create an export package.
  2. Confirm which resources are included before you download.
  3. Download the package so you can move that content to another site.

Rolling out Migration Assistant (for owners)

Section titled “Rolling out Migration Assistant (for owners)”
  • A backup and a small test import. Always back up first, then import a small batch to confirm the mapping before importing everything.
NeedEnable
Import from a specific systemThe matching source (for example the WordPress Importer)
Repeat or resume a large migrationMultiple import sessions
  • Don’t run a full import before previewing a sample. Map and preview first, then run.
RoleFirst useful screen
EditorRecovery Center: review, resolve, validate, and run
Site ownerImport sessions: track progress and results
What you seeWhat it meansWhat to do
Imported content is not what you expectedThe page review or relation decisions were incorrectFix the package or decisions, then create a new import session
Some items were skippedThe review or validation found a blocking issueReview the session result, fix the package or decisions, and import again
The import session will not startThe archive was missing, unreadable, or not a valid packageUpload a valid Capell ZIP package and check the validation message
Images did not come acrossThe package did not contain usable media, or ingest rejected itCheck the rollback/result report and package media before trying again