Migrate goal relationships for assigned entities

Migrate the existing goal relationship data from the Goal Relationship [sn_gf_goal_m2m_relationship] table by running the scheduled job.

시작하기 전에

Role required: admin

이 태스크 정보

• If you’ve upgraded from Alignment Planner Workspace v4.1.1 or v5.0.1 to Strategic Planning v2.0.1 and have created m2m relationship with lens entities other than Company, Business Unit, Department, and Portfolio, you can migrate those lens entities from the Goal Relationship [sn_gf_goal_m2m_relationship] table to the Goals table to access and manage the goals for those lens entities in the respective portfolio plans.
• Migrating goal relationships data for assigned entities is a one-time job, and not meant to be on a schedule.
• Running the job populates the Assigned entity type and Assigned entity fields on the Goal form based on the data in the Goal Relationship [sn_gf_goal_m2m_relationship] table if you have any customized lenses other than the lens entity types, Company, Business Unit, Department, and Portfolio.

프로시저

1. Navigate to All > System Definition > Scheduled Jobs.
2. Search for and click the Migrate goal relationships for assigned entities scheduled job.
3. On the Scheduled Script Execution form:
   1. Ensure that the frequency is selected as On Demand in the Run field.
   2. In the Run this script field, list the entities configured in the Goal Assigned Entity Configuration [sn_gf_assigned_entity_config] table that you want to migrate the goal relationship data for.
      For parameters information, see Scheduled Script Execution form.
4. Click Execute Now.