Data Load Wizard (DLW) Migration Tool

The DLW Migration page enables administrators to migrate their DLW templates and feeds to Edge Import.

The following loads and feeds can be migrated to Edge Import using the DLW Migration tool:

  • Employee Salary Loads
  • Learning Loads
  • User/OU Loads and Feeds (currently only supported for non-HR clients because effective dated employee loads are not yet supported in Edge Import)

To access the DLW Migration Tool, go to Admin > Tools > Edge > Imports and Feeds. Then, select the DLW Migration button.

Templates

The Templates page displays all of the portal's DLW templates that have been used within the past 90 days or that are being used in an active DLW feed. The most recently used templates are displayed first. Administrators who have permission to access Edge Import are able to view all templates, regardless of their additional Edge Import permissions.

The following information is displayed for each template:

  • Template file type
  • Template name - Select the template name to view the template details and to create an Edge Import configuration for the template. See the Template Details - Create Configuration section for additional information.
  • Last used date
  • Template owner
  • Whether the template has been migrated from the DLW

Administrators can filter the Templates page by template name by selecting the Filters button.

Template Details - Create Configuration

To view the details of a DLW template, select the template. The template details are displayed in a flyout, which includes the following information:

  • Column Headers - This displays the column header name from the import file that is mapped to the system field.
  • DLW System Field - This displays the system field that is mapped to a column in the template. Only system fields that have been mapped to a column are displayed.

To migrate the DLW template to an Edge Import configuration, select the Create Configuration button at the top of the flyout. Note: This button is disabled if the administrator does not have the corresponding Edge Import load permission, and the button is not available if there is no corresponding Edge Import load.

  • If the selected template file type corresponds directly with a specific Edge Import type, then the administrator is navigated to the Options step of the Create Data Import Configuration process.
  • If the selected template file type corresponds with more than one Edge Import type, then the administrator must select the Create Configuration button for the appropriate Edge Import type.

See Edge Import - Create Data Import Configuration.

Feeds

The Feeds page displays all the portal's active DLW feeds. The feeds are organized by feed type. Administrators who have permission to access Edge Import can view all templates, regardless of their additional Edge Import permissions.

The following information is displayed for each feed:

  • Feed type
  • Feed name - Select the feed name to view the feed details and to import the feed and configurations to Edge Import. See the Feed Details - Import Feed and Configurations section for additional information.
  • Whether the feed has been migrated from the DLW

Feed Details - Migrate Feed

To view the details of a DLW feed, select the feed. The feed details are displayed in a flyout, which includes the following information:

  • Schedule - This section displays the frequency at which the data feed is currently processed in the DLW.
  • Notifications - This section displays the email addresses that are configured to receive notifications related to the data feed.
  • Files - This section displays each of the files that are processed via the data feed.

For each file that is included in the feed, the following information is displayed:

  • File type
  • File name
  • Template name
  • Template owner
  • If the file has not been imported as an Edge Import configuration, a message is displayed
  • Toggle to exclude file from feed - This option enables administrators to stop including files that are not being used in the feed.

If one of the files in the DLW feed has not been imported as an Edge Import configuration, a warning message is displayed, and you are unable to include the file in a feed migration. If you want to include the file in your feed, you must first migrate the template from the Templates tab.

To migrate the data feed into Edge Import, select the Migrate Feed button at the bottom of the flyout. This button is not available if the feed has already been migrated or if the administrator does not have permission to set up a feed. A success message is displayed when the feed is migrated.

  • The feed is migrated in disabled state. When you are ready to turn on the feed in Edge Import, be sure to turn on the toggle to enable it.
  • Verify details of the feed such as the files included, the schedule, the notification settings, and the FTP file path. These details should have carried over from your current feed in the DLW.

Disable DLW

The Disable DLW page enables administrators with the appropriate permission to turn off DLW permanently once all DLW templates and feeds are migrated.

Important: Disabling a DLW type is a permanent action, and it cannot be undone. It is important to only disable a DLW type once you have fully migrated to the corresponding loads and feeds in Edge Import.

All of the available DLW types are displayed. To disable a DLW type, select the Disable button. A warning message is displayed, and you must confirm the action.

When a DLW type is disabled, all DLW loads and feeds associated with the DLW type are permanently disabled.

Important: Disabling a DLW type is a permanent action, and it cannot be undone. It is important to only disable a DLW type once you have fully migrated to the corresponding loads and feeds in Edge Import.

Note: In order to use the Employee/OU load in Edge Import, you must first disable the HR DLW load. If you attempt to use the Employee/OU load in Edge Import while the HR DLW load is active, you will receive an error message in the load report.