--- sourceDocument: Yokohama IT Service Management sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-service-management Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama IT Service Management ft:clusterId : - itsm bundleId : - itsm workflow : - Technology --- # Migrate from ITSM Agent Workspace to Service Operations Workspace for ITSM # Migrate from ITSM Agent Workspace to Service Operations Workspace for ITSM {#ariaid-title1} Release version: Yokohama Updated January 30, 2025 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Through a set of simple steps, quickly migrate your ITSM Agent Workspace features including configurations and customizations to Service Operations Workspace for ITSM. ## Before you begin Ensure that the scope is set to Service Operations Workspace Core. Role required: admin ## Procedure 1. Navigate to AllService Operations Workspace Admin CenterOverviewInitial SetupMigrate from ITSM Agent Workspace to SOW if you're upgrading from AW 2.0 or higher. If you're installing the latest migration utility, navigate to AllService Operations WorkspaceMigrate from ITSM Agent Workspace to SOW. 2. On the Migration from ITSM Agent Workspace to SOW page, perform the following steps. 1. **Optional:** If required, create a basic authentication configuration with existing or new user credentials by selecting Create basic authentication configurations. Important: * This configuration must contain the credentials of the user who is logged in and has the admin role. * Only after you create the basic authentication configuration, create an update set to record any changes that are made to Service Operations Workspace for ITSM in your non-production instance during the migration. See [Create and select an update set as the current set](https://www.servicenow.com/docs/access?context=create-select-update-set&version=yokohama&pubname=yokohama-application-development&ft:locale=en-US). {#migrate-itsm-agent-workspace-to-sow__ul_ocv_d31_2cc} 2. From the Select a basic auth configuration drop-down, select the required configuration. 3. Select Test the configuration. 4. Review the mentioned guidelines. 5. Select Start migration. {#migrate-itsm-agent-workspace-to-sow__substeps_r3m_td1_2cc} Note: In case your previous migration task is partially complete, you can select Continue migration on this page to resume the migration process. 3. On the Features to migrate from Agent Workspace page, for each feature, select the configurations and customizations to migrate. Apart from the pre-defined features or application and sub features within the features that correspond to specific tables, you can also configure to add custom tables or multiple tables to the features for migration from ITSM Agent Workspace to SOW using the ITSM Agent Workspace migration grp tables \[sn_sow_migration.itsm_aw_migration_grp_tables\] system property. This includes the tables that you created or modified in ITSM Agent Workspace. On the Features to migrate from Agent Workspace page, the banner displays a notification message with the link to the system property. You can select the link to access the system property page. On the system property page, you can modify the json string in the Value field to add custom tables or multiple tables to the features for migration. When editing the json string, you must ensure the following points to avoid errors during migration process: * Maintain the format and structure of the json string as is and ensure that the json string is valid. * Add multiple or custom tables that correspond to the features such as Incident Management or Change Management. * Avoid duplicate entry of the same custom table under multiple features except for List and Other features. * As the List and Other features does not correspond to a specific table, it contains multiple tables from other features or applications in ITSM. * If you want to run the migration for the custom table in List and Other features, then add the custom table to the existing pre-defined features as well as in List and Other features section of the json string. * In case, if any custom table does not correspond to any pre-defined features or application or categories, you can add the custom table in Custom Table Migration section of the json string. {#migrate-itsm-agent-workspace-to-sow__ul_qp5_tgq_dfc} For information about configurations and customizations that can be migrated, see [Configurations and customizations that can be migrated from ITSM Agent workspace to SOW for ITSM](https://www.servicenow.com/docs/_2Ty9LdRqNUrz2giunhF2A "Several configurations and customizations related to various ITSM Agent Workspace features that can be migrated to SOW for ITSM."). 4. Select Next. 5. From the Migration confirmation page, review the selected features and select Confirm the migration. The migration can be fully or partially successful. * Full successful migration: All configurations and customizations of selected features are successfully migrated to Service Operations Workspace for ITSM and captured in the specified update sets in the non-production instance. * Partial migration: All successfully migrated configurations and customizations of selected features are captured in the specified update sets in Service Operations Workspace for ITSM in the non-production instance. {#migrate-itsm-agent-workspace-to-sow__ul_wfy_vrq_dcc} 6. Select View migration details to review the migration information. ## What to do next Complete the post-migration tasks for each configuration or customization that you have migrated. For more information, see the following topics. * [Perform post-migration tasks for UI actions and layouts](https://www.servicenow.com/docs/HdSIWKRQICsYc8CeD3ODPw "Verify that the UI actions and layouts in Service Operations Workspace (SOW) are consistent with UI actions and layouts in ITSM Agent Workspace (ITSM AW) and are ready for use in SOW. You can update the migrated UI actions and layouts settings in SOW based on your requirements.") * [Perform post-migration tasks for ribbons](https://www.servicenow.com/docs/p_tUNVAyNSy26b5HrkwuFg "Verify that the ribbons in Service Operations Workspace (SOW) are consistent with the ribbons in ITSM Agent Workspace and the ribbons are ready for use in SOW. You can update the migrated ribbon settings in SOW based on your requirements.") * [Perform post-migration tasks for view rules](https://www.servicenow.com/docs/EsmKlufj8qaT8J8ZzKH~pQ "Verify that the view rules in Service Operations Workspace (SOW) are consistent with the view rules in ITSM Agent Workspace and are ready for use in SOW. You can update the view rules settings in SOW based on your requirements.") * [Perform post-migration tasks for new records](https://www.servicenow.com/docs/1shUsajwdRewlN4L_3FRrg "Verify that the new record menus in Service Operations Workspace (SOW) are consistent with the new record menus in ITSM Agent Workspace (ITSM AW) and they are ready for use in SOW. You can update the migrated new record menu settings in SOW based on your requirements.") * [Perform post-migration tasks for highlighted fields in list and forms](https://www.servicenow.com/docs/g0FedqSEQsX66YrAx8uyCA "Verify that the highlighted fields in list and forms in Service Operations Workspace (SOW) are consistent with the highlighted fields in list and forms in ITSM Agent Workspace (ITSM AW) and are ready for use in SOW. You can update the migrated highlighted fields in list and forms settings in SOW based on your requirements.") * [Perform post-migration tasks for list actions](https://www.servicenow.com/docs/H~ARWKsxeU20IlPJ300Qew "Verify that the list actions in Service Operations Workspace (SOW) are consistent with the list actions in ITSM Agent Workspace (ITSM AW) and they’re ready for use in SOW. You can update the migrated list actions settings in SOW based on your requirements.") * [Perform post-migration tasks for list categories and modules](https://www.servicenow.com/docs/FEPkPyc3o8CT4qUBxou2Aw "Verify that the list categories and modules in Service Operations Workspace (SOW) are consistent with the list categories and modules in ITSM Agent Workspace (ITSM AW) and the list categories and modules are ready for use in SOW. You can update the migrated list categories and modules settings in SOW based on your requirements.") * [Perform post-migration tasks for form headers](https://www.servicenow.com/docs/2M9t4x4QNM7fB_fj6ssAvg "Verify that the form header in Service Operations Workspace (SOW) are consistent with the form header in ITSM Agent Workspace (ITSM AW) and are ready for use in SOW. You can update the migrated form header settings in SOW based on your requirements.") * [Perform post-migration tasks for search configurations](https://www.servicenow.com/docs/v9vRrgleAwltQFZ6jFiHhw "Verify that the search configurations in Service Operations Workspace (SOW) are consistent with the search configurations in ITSM Agent Workspace (ITSM AW) and are ready for use in SOW. You can update the migrated search configurations settings in SOW based on your requirements.") * [Perform post-migration tasks for Agent assist configuration](https://www.servicenow.com/docs/KPkbSIQ8a8~db8nEr1K7Sw "Verify that the Agent assist configurations in Service Operations Workspace (SOW) are consistent with the Agent assist configurations in ITSM Agent Workspace (ITSM AW) and are ready for use in SOW. You can update the migrated Agent assist configuration settings in SOW based on your requirements.") * [Perform post-migration tasks for related list declarative form actions](https://www.servicenow.com/docs/s4RBiKLuqumJqOnl0Gvxwg "Verify that the related list declarative form actions in Service Operations Workspace (SOW) are consistent with the related list declarative form actions in ITSM Agent Workspace (ITSM AW) and they’re ready for use in SOW. You can update the migrated related list declarative form actions settings in SOW based on your requirements.") * [Perform post-migration tasks for field decorators form actions](https://www.servicenow.com/docs/WPAijcVXYfedmK6ewEVPlw "Verify that the field decorators form actions in Service Operations Workspace (SOW) are consistent with the field declarative form actions in ITSM Agent Workspace (ITSM AW) and they’re ready for use in SOW. You can update the migrated field declarative form actions settings in SOW based on your requirements.") {#migrate-itsm-agent-workspace-to-sow__ul_wzf_svc_2cc} * **[Configurations and customizations that can be migrated from ITSM Agent workspace to SOW for ITSM](https://www.servicenow.com/docs/_2Ty9LdRqNUrz2giunhF2A)** Several configurations and customizations related to various ITSM Agent Workspace features that can be migrated to SOW for ITSM. *[\>]: and then