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Migrate standard data model sites to enhanced data model (preview)

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[This topic is prerelease documentation and is subject to change.]

In this article, learn how to migrate your existing standard data model site to enhanced data model.

Important

  • This feature is a preview feature.
  • Preview features aren’t meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.

Prerequisites

Step 1. Download and check customization for existing standard site metadata

  1. Open a command prompt.

  2. Use the following command to authenticate to the Dataverse organization for your Power Platform environment to download the website record for migration.

    pac auth create -u [Dataverse URL]

    Example

    pac auth create -u https://contoso-org.crm.dynamics.com

    More information: pac auth create

  3. Use the following command to generate a list of websites in the current organization.

    pac powerpages list

    More information: pac powerpages list

  4. Use the following command to download the customization report.

    pac powerpages migrate-datamodel --webSiteId [WebSiteId-GUID] --siteCustomizationReportPath [PATH]

    Example

    pac powerpages migrate-datamodel --webSiteId 076bf556-9ae6-ee11-a203-6045bdf0328e --siteCustomizationReportPath "c:\\pac-powerpages\\downloads"

If you find any customization in the downloaded report, follow the guidance in the report to fix it post-migration to enhanced data model. More information: Considerations for site customization when migrating sites from standard to enhanced data model

Step 2. Migrate the site data from standard to enhanced data model

Use the following command to migrate your site data to the enhanced data model.

pac powerpages migrate-datamodel --webSiteId [WebSiteId-GUID] –-mode [type-of-data]

The Mode can have 3 values:

Example

pac powerpages migrate-datamodel --webSiteId 076bf556-9ae6-ee11-a203-6045bdf0328e –-mode all

The migration tool verifies the solutions. If there’s a standard data model solution present without a respective enhanced data model solution for the mentioned template, a warning is displayed: Found template <template-name>. One of the prerequisite for migrate needs Enchanged data model template

There are specific templates, such as Program registration and Schedule and Manage meetings, which require matching enhanced data model packages to ensure the migrated website functions properly. To obtain these enhanced data model packages, you must create a new site for the corresponding template (the environment should be enabled for the enhanced data model) to provide enhanced data model compatible solutions for migration.

Supported templates for migration

Sites with following templates are supported for migration:

  • Starter layout 1-5
  • Application processing
  • Blank page
  • Program registration
  • Schedule and manage meetings

Step 3. Verify the migration status

Use the following command to verify your site's migration status:

pac powerpages migrate-datamodel --webSiteId [WebSiteId-GUID] --checkMigrationStatus

Example

pac powerpages migrate-datamodel --webSiteId 076bf556-9ae6-ee11-a203-6045bdf0328e --checkMigrationStatus

Note

If your site migration is taking longer than anticipated, it may be due to the volume of data. If your command prompt closes, open a new command prompt and use the command in this step to verify your site's status.

Step 4. Update site data model version after successful data migration

Use the following command update site data model version:

pac powerpages migrate-datamodel --webSiteId [WebSiteId-GUID] --updateDatamodelVersion --portalId [Portal-GUID]

Note

  • You can find the Portal id by navigating to the website with '/_services/about' appended to the URL of the website. In order to view these options, user should have a web role with all website access permissions assigned.
  • After the site data model version is updated, the website record linked to the standard data model will be deactivated. Instead, the site will now refer to the website record associated with the enhanced data model.
  • User should have any one of the following roles to execute migration command with updateDatamodelVersion or revertToStandardDataModel arguments. As this will perform admin action to switch your site to enahance data model or vice versa.

Example

pac powerpages migrate-datamodel --webSiteId 076bf556-9ae6-ee11-a203-6045bdf0328e --updateDatamodelVersion --portalId 04435d71-c45a-4a05-9702-8f127559e48e

Revert migrated site from enhanced to standard data model

Use the following command to revert a standard data model site to enhanced data model after migration:

pac powerpages migrate-datamodel --webSiteId [WebSiteId-GUID] --revertToStandardDataModel --portalId [Portal-GUID]

Note

When you switch a migrated site from the enhanced data model back to the standard data model, the website record associated with the enhanced data model will be deactivated, and the website record for the standard data model will be reactivated.

Example

pac powerpages migrate-datamodel --webSiteId 076bf556-9ae6-ee11-a203-6045bdf0328e --revertToStandardDataModel --portalId 07f35d71-c45a-4a05-9702-8f127559e48e

Migrate a production site from standard to enhanced data model

Before migrating a production site, we recommend creating full copy of the production site. We also recommend production site migration to be conducted during nonbusiness hours.

Use these steps to migrate your production site to the enhanced data model:

  1. Try out the migration on the site in the copied environment using the PAC CLI migrate-datamodel command.
  2. Add site configuration data to managed solution and import it production environment.
  3. Use PAC CLI commands to migrate nonconfiguration data and finish it by updating data model version for production.

Note

For migration the source and production website id are same.

Considerations for site customization when migrating sites from standard to enhanced data model

This section provides guidance fixing customization for a site migration from standard to enhanced data model.

There are five types of site customizations on adx metadata tables:

Note

All customization related fixes will be done after migration to the enhanced data model.

Custom columns on adx metadata tables

To fix this customization in enhanced data model, create a relationship between system tables and new custom table and migrate the data to the new table.

Standard data model: The table adx_webpage contains a custom column as contoso_pagetype.

Enhanced data model: Create a new table named contoso_webpage. This will include a column called contoso_pagetype and a lookup column contoso_webpage_id that is associated with powerpagescomponent. Utilize the Data workspace for table creation.

Create contoso_webpage table in enhanced data model to fix code

Relationship between custom tables and adx tables

To fix this customization in enhanced data model, create a relationship between custom tables and system tables.

Standard data model: The table adx_webpage has a relationship named adx_webpage_contoso_pagelogs with the contoso_pagelogs table.

Enhanced data model: Create a new relationship named powerpagecomponent_contoso_pagelogs with the contoso_webpage table. Utilize the Data workspace for table creation.

Adx table references in liquid code snippet

To fix this customization in enhanced data model, replace the adx table references in liquid code with enhanced data model virtual tables mspp references. Alternatively, you can use the Site Component (logical name powerpagecomponent) table along with the Component Type (logical name powerpagecomponenttype) attribute to retrieve the corresponding references.

Standard data model: entities liquid tag is used to access weblinks values in {% assign app_weblinks= entities['adx_weblinks'] %} code.

Enhanced data model: Instead of using weblinks via entities liquid tag, use respective liquid objects. entities[adx_weblinks] directly. In this case entities['adx_weblinks'] can be replaced with weblinks liquid object.

Adx table references in fetch xml

To fix this customization in enhanced data model, replace the adx table references in fetch xml with enhanced data model virtual tables direct references. Alternatively, you can use the Site Component (logical name powerpagecomponent) table along with the Component Type (logical name powerpagecomponenttype) attribute to retrieve the corresponding references.

Standard data model: The table name adx_webrole is used within the fetch xml query.

{% fetchxml app_webroles %}
<fetch>
 <entity name='adx_webrole'>
  <attribute name='adx_name'/>
 <entity>
</fetch>
{% endfetchxml %}

Enhanced data model: Use Site Component (logical name powerpagecomponent) in conjunction with the Component Type (logical name powerpagecomponenttype) attribute to retrieve the corresponding references.

{% fetchxml app_webroles %}
<fetch>
 <entity name='powerpagecomponent'>
  <attribute name='adx_name'/>
  <filter type='and'>
   <condition attribute ='powerpagecomponenttype' operator ='eq' value ='11'/>
  <entity>
</fetch>
{% endfetchxml %}

Site component type and values

Component Type Value
Publishing State 1
Web Page 2
Web File 3
Web Link Set 4
Web Link 5
Page Template 6
Content Snippet 7
Web Template 8
Site Setting 9
Web Page Access Control Rule 10
Web Role 11
Website Access 12
Site Marker 13
Basic Form 15
Basic Form Metadata 16
List 17
Table Permission 18
Advanced Form 19
Advanced Form Step 20
Advanced Form Metadata 21
Poll Placement 24
Ad Placement 26
Bot Consumer 27
Column Permission Profile 28
Column Permission 29
Redirect 30
Publishing State Transition Rule 31
Shortcut 32
Cloud Flow 33
UX Component 34

Custom workflow and plugins on adx tables

To fix this customization in enhanced data model, the workflow and plugin logic needs to refactored and re-registered on the site's respective table.

For instance, if a user registered the workflow/plugin to the Primary Entity as Web Page (logical name adx_webpage) table in the standard data model, then the code within the workflow/plugin must be modified to Site Component (logical name powerpagecomponent) table and its attributes for the enhanced data model.

Use Site Component table within workflow and its attributes for the enhanced data model

Known issues

The migration command is only processing a batch of 5K records from the standard data model to the enhanced data model.