Templates and Projects

Projects

The Project is the central artifact in a Precision Bridge migration. It contains all the details for how to perform the migration. It:

• Defines the connection to the source server, where the data is being pulled from.
• Defines the connection to the target server, where the transformed data is being pushed to.
• Defines a collection of Form Mappings, which define the source table (on which records are be retrieved) and the target table (to which records will be created or updated)
• Optionally defines project variables, that can be set at execution time to specify which records should be migrated

Templates

A template is essentially the same as a project with a couple of differences.

• Templates cannot be executed
• Templates do not hold connection information.

Templates are intended to allow the user to quickly generate a project for a particular use case. It is recommended to make use of templates, particularly for cross-platform migrations. Once you have created a project from a template, it is independent of the template it was created from and can be edited and executed like any other project.

Precision Bridge provides many templates to help you with your particular use case. Select File ->New -> Project from Template from the menu to see the templates available and generate a project from one of them.