Uploading a Batch Configuration

This article explains how to upload a previously exported Batch Configuration XML file into CloudM Migrate Self-Hosted. This allows you to restore saved templates, move configurations between servers, or re-import batches for testing.

Prerequisites:

• You must have a valid, exported Batch Configuration file (.xml).

• See: Export a Batch Configuration

You can import a batch configuration directly from the Projects screen. This feature is useful if you have saved a batch as a template for later use, or if you are moving a specific configuration to a new instance of CloudM Migrate.

Step-by-Step Guide

1. Navigate to the Projects screen in CloudM Migrate.

2. Locate the Create button in the top right corner.

3. Click the drop-down arrow next to the Create button (not the button itself).

4. Select Upload batch config.
   

5. In the file picker, select your .xml configuration file.

6. A dialog window will appear asking for a Name and providing a "Create a new project/connections..." checkbox.

Understanding the "Create a new project/connections..." Checkbox

The upload dialog includes a checkbox labeled: 'Create a new project/connections for this migration batch'.

Your choice here determines whether the batch is added to an existing project or if a completely new project structure is created.

Option 1: Unchecked (Default)

• Goal: Merge this batch into an existing Project.

• How it works: CloudM Migrate will scan your existing projects to find a match based on the Destination Domain and Connection Settings found in your XML file.

  • If a Match is Found: The batch is added to that existing Project.

  • If No Match is Found: A new Project is automatically created for that Destination Domain.

  • Note: For a match to be successful, the connection settings in the XML must exactly match the settings of the existing project.

Option 2: Checked

• Goal: Force the creation of a separate, new Project.

• How it works: CloudM Migrate will ignore any existing projects and create a brand new Project with new Source and Destination connections.

• Use Case: Choose this if you want to isolate this batch from previous runs or test a configuration without affecting your main project history.