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Sandbox time! If you are reading this document, it means you have probably already spoken to a Validic team member about doing the migration. You might also already have access to a Sandbox Org in V2. If you don’t, that will be setup set up soon for you.
Intake Form. In order to make sure Validic understands how you currently use V1, we need you to complete this form: https://docs.google.com/forms/d/e/1FAIpQLSe2nr0hTAWctk-lF25HLUJExdtomPIJtffTfkvK-3vitbKB5A/viewform This helps us determine if you are a good fit for migration.
Testing, testing, development, more testing. Now that you have your sandbox, you should be focusing the majority of your effort on creating test users, connecting the test users to sources through the marketplace, generating data, and working with the Streaming API. Throughout this process, do not hesitate to reach out in your support case with any and all questions. This is very important because we cannot move forward with the migration until you are 100% ready to use the V2 Streaming API.
Mirroring V1 data. Testing in a sandbox is great for development, but it doesn’t really accurately show you what your actual user data will look like once migrated to V2. This is where “data mirroring” comes in. At least 30 days before your desired migration, Validic will create a duplicate of your V1 production org in V2. It will have the exact same Org ID, but a different Access Token. At the same time, we will start “mirroring” your incoming V1 data into this V2 org. Your V1 org is not affected in any way by this.The purpose for the mirroring is to allow you to see what a full load of customer data will look like in the streaming API to make sure you are prepared for the volume you will see after migrationImportant: You may use this data to load test, however, not all metrics or sources are covered in the mirrored stream. That said, you can use it to backfill data as long as you have noted the format of the data in the mirrored stream compared to what you see in your sandbox.
It’s a date! Once you have fully completed the above, we will schedule some time to talk through what you have completed and then confirm a date for the actual migration. If you are not yet ready to 100% use the streaming API for your production data, you are not ready to migrate and therefore a date may not be set until you are. Migrations are done on Tuesdays or Wednesdays during US business hours to ensure all resources are available.
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Day 1: CSE opens a support case and you receive the intake form to fill out. First The first meeting is scheduled through the support case. All relevant client contacts are added to the support ticket for visibility.
First Meeting: Set expectations of customer requirements to migrate. Support creates sandbox org and turns on mirroring. Customer Customers can now begin development to have the Streaming API working for the sandbox V2 organization.
Second Meeting: Verify that the customer has met the requirements for migration. Schedule migration if they have, and if they haven’t the client will supply a date to have this meeting again when they can accomplish thistheir obligation to the process.
Third meeting: Occurs This occurs the week before migration. There will be a review the day of migration day requirements for the client. If anything that has come up in prechecks that the client should be aware of this will be discussed.
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Expanded Data: Expanded data fields are not supported in V2. If you are using any expanded data fields, please list all fields and the corresponding use case in the Customer Intake Form. Based upon on the demand for the field, your use case, alternative fields, and ease of implementation, we will determine if that field will be added to V2 prior to your migration. Results The results of this evaluation will be detailed in our response to your migration request.