Migration Templates

The migration template defines the files that will be migrated, and the servers involved.

One-time vs Ongoing

If you have a multi-file solution where the list of files to be sent may be different every time, use the one-time option. After the migration is successfully completed the migration will be archived. If you have a single-file solution or want to send a core group of files repeatedly, you can save time by selecting the ongoing option—the migration will not be archived so you can run it again easily.

Server Info

Select the servers that the files will be coming from and going to, and and enter the credentials for the account(s) that can perform data migrations. 

  • A FileMaker account with [Full Access] privileges can perform migrations and see the full results of the FileMaker Data Migration Tool[1]. 
  • A FileMaker account with the extended privilege set of fmmigration can perform migrations, but can only via the summary section of the migration results.

Otto uses the FileMaker Data Migration Tool to perform migrations. Read the FileMaker Data Migration Tool Guide to understand how the migration tool works.

Files

You can migrate an unlimited number of files per migration. Select from the server's existing file list or type a file name in manually. Note: The file name may be different on the destination server.

Copy or Migrate

You have two options to send files from the selected server to the destination server:

  • Migrate— The default behavior migrates data from the destination server into a clone from the development server.
  • Copy— You can push a copy from the development server to the destination. If the file already exists on the desetination it will be archived before it is replaced.

Migration Options

The settings on the Options tab applies to all files being migrated. You can click the gear icon for each file being migrated to override these options on a file-by-file basis.

Locations

If the files you are migrating already exist on the destination you can ignore the FMS DB Folder and Subfolder override, since Otto already knows where the files are. 

FMS DB Folder— FileMaker Server has a default folder, and two additional folders that it can host files from. Leave this value blank to copy to the default folder. Note: in FileMaker Server 17, the other2 folder is called "secure."

Subfolder Override— optionally enter a subfolder to put the file(s) in. 

File Metadata

You can choose to retain the font mappings, value lists and accounts from the clone or destination file. By default, all metadata in the production file will be used.

Concurrent Files

Multiple FileMaker Data Migration Tool processes can be spawned at once. The number of concurrent processes is currently set to five, but it can be overriden. More concurrent migrations does not necessarily mean faster overall performance. 

Download Copies After Migration

You can choose to download copies of the migrated files after they are finished. They will be saved to your Desktop by default, but you can specify a folder name to put them into. If the files are very large, you might want to run a backup and use the Otto admin console to download a zipped archive, which may be substantially smaller. 

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