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Transition to the new ONESOURCE DataFlow
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This article applies to:

  • Product: ONESOURCE DataFlow

Transfer ONESOURCE DataFlow classic requests to the new DataFlow

To manage your DataFlow Classic requests, choose from 3 scenarios that will guide your transition path:
  1. Start a new request for each period.
  2. Use previous data to create a new request each period.
  3. Roll requests forward from 1 period to the next.
Before transitioning, set up the new DataFlow with users, entities, jurisdictions, lists, status templates, notification templates, and other necessary requirements.

Create new requests for each period

Create new DataFlow requests for each period when you don't need data from the previous one. This method simplifies the transition and reduces extra work. Simply set up the new DataFlow, generate the requests, and assign them accordingly.
workflow
Create a new request with the template that includes all indexes for the period. To move this to the new DataFlow, follow these steps:
  1. Convert the DataFlow Classic template into a new DataFlow template using the DataFlow Template Converter.
  2. Review the template to determine if any changes are necessary for it to function effectively in DataFlow.
  3. Review the new DataFlow features to improve performance and ease of use. (Optional but strongly recommended).
  4. Protect and upload the template.
  5. Create the requests with the necessary attributes for the period.

Start a new request each period using previous data

To ensure continuity between periods, use
DFGet
 methods to transfer data from the previous period when creating DataFlow requests. Change the new DataFlow template using the template designer to retrieve data from DataFlow Classic.
Start the transition by creating a new request with the template, including the necessary period indexes:
  1. Convert the DataFlow Classic template into a new DataFlow template using the DataFlow Template Converter.
  2. Review the template to determine if any changes are necessary for it to function effectively in DataFlow.
  3. Review the new DataFlow features to improve performance and ease of use. (Optional but strongly recommended).
  4. Update the template to include a location for DataFlow Classic parameters. Change
    DCGet
     methods to
    DCDFGet
     methods.
  5. Protect and upload the template.
  6. Create the requests with the necessary attributes for the period.

Roll forward requests each period

Use the
Roll Forward
 feature to copy data from the previous period into the new DataFlow requests.
  1. Convert the DataFlow Classic template into a new DataFlow template using the DataFlow Template Converter.
  2. Review the template to determine if any changes are necessary for it to function effectively in DataFlow.
  3. Review the new DataFlow features to improve performance and ease of use. (Optional but strongly recommended).
  4. Update the template.
  5. Protect and upload the template.
  6. Select
    Roll Forward
     to move from the Classic tab to the new request.
  7. Follow the wizard.