DMM Quick Installation and Use Guide

Follow the steps below to install and use DMM

1) Install DMM from OutSystems Forge

• Go to the OutSystems Forge DMM Component, the official OutSystems marketplace.

• Click the red Install button in the upper-right corner of the screen.
  TIP: You can also search for the DMM component directly in the OutSystems Service Center.
  NOTE: You may need to log in to the OutSystems Forge to access the install option.

2) Install DMM in Both Source and Destination Environments

• Install the DMM component in:

  • The OutSystems environment that will be the data source.

  • The OutSystems environment that will be the data destination. 

NOTE: If there are invalid references, open the component in Service Studio and update the references in all modules.

3) Assign the "DMMOperator" Role to Your User

• Go to your OutSystems Users application: https://your-environment/users/.

• In both source and destination environments, add the "DMMOperator" role to your user.

4) Configure DMM in the Source Environment

• Go to the DMM application in the data source environment: https://your-source-environment/DMM/.

• Log in using your OutSystems credentials.

4.1) Access the Data Migration Manager

• On the initial dashboard, select "Go to Data Migration Manager" (top-right corner).

4.2) Open the Settings Menu

• Navigate to Management > Settings.

4.3) Generate a REST API Key

• Scroll to the "REST API KEY" section.

• Click the link "No REST API Key Defined. Feature is disabled. Click here to set up."

• Click "Generate Key".
  TIP: Copy the values for "Current REST API Key" and "Environment URL". You will need these for the destination environment.
  NOTE: If a key was already defined, you can click on it to edit and then press "Change Key" to save the new value.

5) Configure DMM in the Destination Environment

• Go to the DMM application in the data destination environment: https://your-destination-environment/DMM/.

• Log in using your OutSystems credentials.

5.1) Access the Data Migration Manager

• On the initial dashboard, select "Go to Data Migration Manager" (top-right corner).

5.2) Open the Settings Menu

• Navigate to Management > Settings.

5.3) Create a New Connection

• Click "New Connection".

• Fill in the form with:

  • Connection Type: DMM REST

  • Connection Name: (Enter a name to identify your data source environment)

  • DMM Server URL: (Paste the "Environment URL" from Step 4.3)

  • API Token: (Paste the "Current REST API Key" from Step 4.3)

• Click "Save".

• A success message "The connection was tested and saved successfully" should appear.

6) Activate Your Subscription in the Destination Environment (Details provided in the "Next Steps" Email) 

• Navigate to Management > Online Activation.

• In the "Activate Subscription Online" pop-up:

  • Enter your Subscription ID from the "Welcome to DMM - Your Subscription Next Steps!" email.

  • Enter the Password from the "Welcome to DMM - Your Subscription Next Steps! "email.

• Click "Activate".

• A success message "Subscription activated successfully." should appear.

DMM is Now Ready to Use!

7) Create a Configuration for a Data Migration in the Destination Environment

• In the DMM application, click "Infosistema DMM" (top-left corner) to access the initial DMM page.

• Under "Data Migration", click "Show Me" to start the migration configuration wizard.

7.1) Select the Data Connections

• In the "Source DB Connection" dropdown, select the connection you created in Step 5.4.

• In the "Destination DB Connection" dropdown, select "Runtime Connection".

• Click "Application Level".
  TIP: If you want to migrate specific entities instead of an entire application and all its dependencies, click "Module Level" to select entities.

7.2) Select Applications to Migrate

• Click the "+" button next to the applications you want to migrate.

• Use the search box to find applications more easily.

NOTE: If an application has dependencies, a pop-up will appear listing them. These dependent applications will be automatically included in the migration. If you do not wish to include other apps or all the entities, go back to Step 7.1 and select "Module Level" giving you more flexibility on your choices of what to migrate. 

7.3) Configure Migration Settings

• Click "Continue" to access the Final Configuration Screen.
  NOTE: This screen allows you to configure filters, data anonymization, and other advanced settings. Refer to the DMM manual (navigate to Support > User Manual) for detailed options.

7.4) Start the Migration

• Click "Continue" to reach the final step of the migration configuration wizard.

NOTE: There may be an intermediate screen that will validate your migration configuration capacity (number of records) is within the subscription limits, if you do not have an unlimited capacity subscription. You will only be able to proceed if the migration configuration total record count is below the maximum capacity threshold of your subscription. If you cannot proceed, go back to the previous configuration screen (previous steps) and reduce the number of records in the configuration - for example:

• in Step 7.3 select the "Smart User Migration" checkbox to only migrate the users that depend on the selected data instead of all your users; or 

• in Step 7.3 apply filters in the entities (click in the app name to expand and show the modules and entities within) to reduce the number of records selected for migration in each entity; or 

• in step 7.1 above select "Module Level" so you are able to select less entities for the migration.

• Check "Confirm Migration".

• Click "Start Migration".
  NOTE: Once migration starts, you will be redirected to the Execution Status page. You can monitor progress anytime accessing this page via Reports > Execution Status.

You have successfully set up and configured DMM. 

You have also in Step 7 created and seamlessly executed a first simple configuration for a data migration between OutSystems environments!