This guide describes the easiest way to move Datasets and Workflows between servers. You may need to do this if you start work on app.omiq.ai but ultimately your company adopts an Enterprise OMIQ server (e.g., company.omiq.ai). The strategy for moving your work across is to use a functionality called External Transfers.
What is Kept in the External Transfer?
Your Datasets and Workflows will be transferred, including any computed results from algorithms etc.
The state will match exactly between servers.
Connections, Collaborators, and Groups are NOT transferred. You will need to remake these on the destination server.
Our recommended strategy is that users transfer only the Datasets and Workflows that they own, then remake Groups and add Collaborators to those transferred resources as applicable.
1. Form External Connection
Open the Profile page and open the External Connections panel which is revealed from within the Connections panel by clicking the External Connections icon.
Fill in your Email address and write "app" in the External Subdomain field. Click Send Request
Go to your non-Enterprise Profile page and Accept the request by going to the External Connections panel.
Note, it is not possible to request an external connection from the multi-tenant (app.omiq.ai) to an Enterprise server (company.omiq.ai). The external request must come from the Enterprise server.
2. Transfer Assets
There are three cases you may need or want to do. In all cases, make sure to go to the Collaborators tab and select Show external transfers:
The Collaborators tab is also available while viewing a particular Dataset.
Case 1: Dataset Only
This approach sends only the Dataset.
2.1.1 Go to the non-Enterprise server (app.omiq.ai).
2.1.2 Go to the Dataset of interest, then Collaborators tab, select Show external transfers.
2.1.3 Select yourself on the Select External Connection and click Send Files.
2.1.4 Type the number 0 in the Send to an existing ID? field and click Update.
Typing 0 will create a new dataset. If you want to transfer the files to an existing Dataset, input the target Dataset ID instead.
2.1.5 Select the Files you wish to transfer and click Submit. The transfer will indicate progress to completion.
Case 2: Dataset with one Workflow
This approach sends the Workflow and Dataset at the same time.
2.2.1 Go to the non-Enterprise server (app.omiq.ai).
2.2.2 Go to the Workflow of interest, then Collaborators tab, select Show external transfers.
2.2.3 Select yourself on the Select External Connection and click Send WF & Files.
2.2.4 Select the Files to include in the transfer and then click Submit to initiate transfer. The transfer will indicate progress to completion.
Case 3: Dataset with many Workflows
This approach sends the Dataset once and then Workflows piece-wise after.
2.3.1 Follow the directions in Case 1 to transfer the Dataset alone.
When the Dataset has transferred completely, note the destination Dataset ID noted as Dest Dataset in the Transfer History (click the Transfer History entry to open the details). Copy the Dest Dataset ID.
Transfer History is also available in the External transfers tab in workflows.
2.3.2 Go to the first Workflow of interest, then Collaborators tab, select Show external transfers.
2.3.3 Select yourself on the Select External Connection and click on Send WF.
2.3.4 Paste the Dest Dataset ID that you previously copied in step 2.3.1. Click Update. The transfer will indicate progress to completion.
You can choose to keep the original name of the Workflow or change the name before transferring.
2.3.5 Repeat with each Workflow to transfer.