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Option lists to taxonomy migration

You may need to migrate an option list to a taxonomy definition or a taxonomy to an option list to improve the performance of your environment. This section provides best practices to perform migrations between option lists and taxonomies using the Excel import/export functionality.

Important

You need to perform mass-edit operations in batches of 2K. This means that, if you have thousands of entities to migrate, you need to split the input data into batches of 2K. For more information, see Export to Excel.

Note

This document provides best practices and generic steps to follow, not a complete procedure.

Migrate option list to taxonomy

Note

For the details on taxonomy creation, refer to Importing a taxonomy using Excel.

When you need to migrate an option list to a taxonomy definition, follow these steps:

  1. Create a new taxonomy definition and create its values.

    Important

    Do not rename the automatically generated identifier. We recommend keeping DefinitionName.TaxonomyName as identifier for each taxonomy value.

  2. Create a relation between the taxonomy definition and your target definition.

  3. Export your entities to Excel:

    • Make sure to include the option list property and the new relation in the export profile.

    • Make sure to export your entities in batches of 2K.

  4. Check if your downstream systems use the option list values. If they do, using the API, share the taxonomy values and details on how to get relations with your downstream systems.

  5. If you need to secure your entities based on this new taxonomy, review the user groups and policies, and update them if necessary.

  6. Review the portal pages and their components to add the new taxonomy value. For example, you need to remove the option list value from the search components advanced search, and you may need to add taxonomy as a filter.

  7. In the exported Excel file:

    • Add the identifiers of the new taxonomy values to your entities and remove the option list values.

    • Import the Excel file to mass edit your entities: make sure to import your entities in batches of 2k.

  8. Validate the mass edit operation: query the entities with the option list values to check there is no entity linked to them.

  9. Delete the option list and its values.

Migrate taxonomy to option list

Note

For the details on option list creation, refer to Import option lists using Excel

When you need to migrate a taxonomy definition to an option list, follow these steps:

  1. Create a new option list and create the values.

  2. Create the option list member in your target definition.

  3. Export your entities to Excel:

    • Make sure to include the new option list property and the new taxonomy relation in the export profile.

    • Make sure to export your entities in batches of 2K.

  4. Check if your downstream systems use the taxonomy values. If they do, using the API, share the option list values and details on how to get relations with your downstream systems.

  5. If the security rules were using the taxonomy definition, review the user groups and policies to remove all referrals.

  6. Review the portal page components to add the option list values. For example, you may need to add the option list to the Search components as facets or display it in the output.

  7. In the exported Excel file:

    • Add the new option list values to your entities and remove the taxonomy values.

    • Import the Excel file to mass edit your entities: make sure to import your entities in batches of 2k.

  8. Delete the taxonomy and its values.

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