Migrating Transformations After Itential Platform Upgrade
  • 16 May 2025
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Migrating Transformations After Itential Platform Upgrade

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Article summary

This article covers how to migrate a JSON Schema Transformation (JST) after upgrading Itential Platform to the most current available version.

Prerequisites

Before upgrading, it is imperative that your database is backed up. The backup is best performed using the mongodbdump utility, which creates a binary export of the database contents. Instructions for using the mongodump utility can be found in the official mongodump documentation.

Instructions on how to upgrade your Itential Platform installation can be found in the Platform Upgrade guide. Be sure to review all prerequisites and verify the correct dependency packages have been installed.

Importing Transformations Into Upgraded Platform Version

Importing transformations is actually a two-step process. First, you will need to export your JST prior to upgrading. Once the export file is saved, you can import the JST back into the upgraded version of Itential Platform.

Export and Save the JST

From the Itential Platform home page:

  1. Click Admin Essentials in the left navbar.
  2. Select Authorization in the Quick Start card.
  3. Set user permissions in Authorization to the JST application.
  4. Go to Studio → Transformations.
  5. Search for the transformation to be downloaded.
  6. Click the menu button (⋮) in the upper-left and select the Export transformation option. A copy of the json file is downloaded to your system.

Figure 1: APP-JST Authorization
APP-JST Authorization

 

Figure 2: Transformation Menu → Export Transformation
Export Transformation

 

Figure 3: JSON File Export
06-verify-jst-location

 

Import the Saved JST

To import the saved transformation:

  1. Click Import Workflow in the Quick Start card. Alternately, click the Import icon in the top toolbar on the upper-left of the Studio page.
  2. Select Transformation from the dropdown menu.
  3. Choose the Import new option.
  4. Click the Chose New File icon.
  5. Go to the location where the json file is saved and select it for import.
  6. Click Open to upload the file.
  7. Click the Import button. A success message banner will pop-up, indicating the JST was imported.
  8. Open the Transformations collection from the side navigation menu by clicking the down arrow; the imported transformation will be listed in the collection view.

Figure 4: Choose File to Import
Choose File to Import

 

Figure 5: Import Transformation File
Import Transformation Fil

The "Import and update existing" option automatically opens the imported file in the transformation canvas. If the import and update to existing fails, confirm the JST-ENGINE version from the MongoDB documentation.


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