BrightVine DataLink Integration Engine Configuration Migration

The BrightVine Datalink is an integration engine built directly into Blackbaud CRM. There may be instances where the BVDL configuration (file mappings, orchestrations, import jobs, etc.) exists in one environment and need to be copied to another environment. Rather than having to rebuild your configurations in another environment, you can migrate the BVDL configuration using the Configuration data tool under the Administration functional area in Blackbaud CRM.

With this tool, you will export the configuration data from one environment and import the configuration data into the other. Five export instances should be exported (and later imported) in the required order.

1. BVDL Category

2. Staging Table Headers

3. File Mapping

4. Orchestration

5. Data Translations

6. Import Job

Export BVDL Configuration

To export the BVDL configuration, begin in the environment that contains the BVDL configuration you want to move and complete the following steps:

1. From Administration > Tools > Configuration data, select Configuration export

2. Click Add to set up the configuration

3. Give the configuration data export a name (e.g., “BVDL_BVDL Category”) and select the appropriate export instance.

4. Click Save.

5. Repeat the steps above for all five export instances.

6. When ready to begin the export, select the appropriate configuration export and click Export data.

7. Download the data files to prepare for the import (the files must be in XML format).

Tip - When exporting an Import Job that contains a revenue batch, you will first need to remove any Revenue Batch and/or Revenue Update Batch templates from the Import Job you are exporting. Not removing them before exporting will cause an error when importing into the other environment.

Import BVDL Configuration

Imported configuration data will not update file mappings, import jobs, and orchestrations with the same names in the environment the configuration data was exported from and the environment where it is to be imported.

If the intended result is to overwrite or update existing file mappings, import jobs, etc, and update names accordingly.

To import the BVDL configuration, begin in the environment where you would like to migrate the BVDL configuration and complete the following steps:

1. From Administration > Tools > Configuration data, select Configuration import

2. Click Choose file to select the configuration data downloaded from the five configuration exports. You must complete the imports in the following order:

   1. BVDL Category

   2. Staging Table Headers

   3. File Mapping

   4. Orchestration

   5. Data Translations

   6. Import Job

3. Click Save.

4. Repeat the steps above for all five imports.

If you have any questions about using the Configuration tool to migrate BVDL configurations, please reach out to our team.

By: Heather Todd and Leah Mitchell