Migration Of Knowledge Articles from Cherwell to Jira

This document describes how to use a Project created from the Precision Bridge Template Cherwell-Jira >Knowledge to migrate knowledge article data.

Pre-Requisites

• Obtain a REST API Client ID for the Cherwell server you wish to migrate from
• Export the knowledge article content for all articles in Cherwell into a csv format file. This will also be used in the project. See section below

Creating the Project

Create a Project from Template Cherwell-Jira -> Knowledge

Set the connection details for Cherwell and Jira Servers. The Cherwell user specified should be configured to have full read access to all tables.

Click ‘Create’ to create the project from the template.

External Lookup CSV file

Precision Bridge makes use of a CSV file to provide additional input into the process.

The CSV file will be located in the Project Folder, in the subfolder CSVLookups 

They are explained in the following section:

Mapping Article Body via CSV

Since it is not possible to extract the formatted content body via the Cherwell API, this needs to be provided via an export of all knowledge articles on the Cherwell source server. To export the CSV from Cherwell:

Use the Administrative client, choose Database -> Export Data -> Export a single business object, select Knowledge Article, and then the filename Articles.csv as shown in the screenprint.

Caution:

Using MS Excel or some other spreadsheet applications to edit this csv can cause the content to be corrupted. There should be no need to edit this file before use.

Next, replace the CherwellKnowledgeArticles.csv file in the CSV Lookups folder of your project with your export file

When you next open the project you may need to update the csv definition for this file. If this is the case, you will see an error on opening the project relating to the CSV definitions in the External Lookups.

If you see this error, follow these steps:

• Open the External Lookups tab
• Click 'Configure Source Files...'
• Double click Articles in the list
• Click 'Update Field Definitions'
• Click on 'Apply' and then 'Exit'
• Continue with Opening the Project.

Executing the Project

It is advised to test the migration with individual knowledge base articles first, preferably one for each type, to confirm that they migrate correctly.

To migrate a single 'How to' article:

• Disable all form mappings other than Knowledge - How to and Journal Entry - How to
• Add an additional condition to the source filter for the Knowledge - How to mapping as shown below, using the article id you want to migrate.
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Use Project->Execute to run the execution and migrate the article and any journal entries related to it.