Migrate transformations after Itential Platform upgrade

This page explains how to migrate a JSON Schema Transformation (JST) after upgrading Itential Platform to the latest version.

Before you begin

Before upgrading, back up your database using the mongodump utility, which creates a binary export of the database contents. See the mongodump documentation for instructions.

For upgrade instructions, see the Platform upgrade guide. Review all prerequisites and verify that the correct dependency packages are installed before proceeding.

Export and import transformations

Migrating a JST is a two-step process: export the JST before upgrading, then import it into the upgraded platform.

Export the JST

Set user permissions

From the Itential Platform home page, click Admin Essentials in the left navbar and select Authorization in the Quick Start card. Set user permissions for the JST application.

Navigate to Transformations

Go to Studio > Transformations and search for the transformation you want to export.

Export

Click the menu button (⋮) in the upper-left and select Export transformation. A copy of the .json file is downloaded to your system.

Import the JST

Open the import dialog

Click Import Workflow in the Quick Start card, or click the Import icon in the top toolbar on the upper-left of the Studio page.

Select transformation type

Select Transformation from the dropdown menu and choose Import new.

Select the file

Click Choose New File, navigate to the location where the .json file is saved, and select it. Click Open to upload the file.

Complete the import

Click Import. A success banner confirms the JST was imported. Open the Transformations collection from the side navigation menu — the imported transformation appears in the list.

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