Migrate components and projects from Adobe Analytics to Customer Journey Analytics

Last update: 2024-02-26
  • Created for:
  • User
    Admin

Adobe Analytics administrators can migrate Adobe Analytics projects and their associated components to Customer Journey Analytics.

The migration process includes:

  • Re-creating Adobe Analytics projects in Customer Journey Analytics.

  • Mapping dimensions and metrics from Adobe Analytics report suites to dimensions and metrics in Customer Journey Analytics data views.

    Some dimensions and metrics are automatically mapped; others you must manually map as part of the migration process. Segments are also migrated, but they do not need to be mapped as part of the migration process.

    All migrated components display in the migration summary when the migration completes.

Prepare for a migration

Before you migrate any projects to Customer Journey Analytics, learn more about migrating projects in the Prepare to migrate components and projects from Adobe Analytics to Customer Journey Analytics.

Migrate Adobe Analytics projects to Customer Journey Analytics

IMPORTANT

Before you migrate any projects to Customer Journey Analytics as described in this section, learn more about migrating projects in the Prepare to migrate components and projects from Adobe Analytics to Customer Journey Analytics.

Any dimensions or metrics that you map are permanent, both for this project and for all future projects that are migrated throughout your entire IMS org. Any mappings that you make cannot be modified after the migration completes.

  1. In Adobe Analytics, select the Admin tab, then select All admin.

  2. Under Data configuration & collection, select Component migration.

  3. Locate the project that you want to migrate. You can filter, sort, or search the project list.

    By default, only projects that are shared with you are displayed. To view all projects in your organization, select the Filter icon, then expand Other filters and select Show all. (For more information about filtering, sorting, and searching the project list, see Filter, sort, and search the list of projects.)

  4. Mouse over the project that you want to migrate, then select the Migrate icon Migrate project.

    Or

    Select the project that you want to migrate, then select Migrate to Customer Journey Analytics.

    You can select only one project at a time to migrate.

    The Migrate project_name to Customer Journey Analytics dialog box is displayed.

  5. In the Project owner field, begin typing the name of the user who you want to set as the owner of the project in Customer Journey Analytics, then select their name in the drop-down menu.

    The owner that you specify has full management rights to the project.

  6. In the Map schema for report suites section, select a report suite.

  7. In the Data view drop-down menu, select the Customer Journey Analytics data view where you want the the project and components to be migrated.

  8. Select Map schema.

  9. In the Map schema section, expand the Dimensions and Metrics sections.

    Some dimensions and metrics in Adobe Analytics are automatically mapped to a dimension or metric in Customer Journey Analytics. Others need to be manually mapped.

    Automatically map dimensions and metrics

    NOTE

    If you used the WebSDK to ingest data into Adobe Experience Platform, dimensions and metrics cannot be automatically mapped. For more information, see Prerequisites in Prepare to migrate components and projects from Adobe Analytics to Customer Journey Analytics.

    Some dimensions and metrics in Adobe Analytics are automatically mapped to a dimension or metric in Customer Journey Analytics. You can’t make any mapping decisions for these dimensions and metrics.

    For example, the Visits metric in Adobe Analytics is automatically mapped with the Sessions metric in Customer Journey Analytics.

    You can select any dimension or metric to view their associated IDs.

    Project migration schema

    Manually map dimensions and metrics

    Some dimensions and metrics in Adobe Analytics cannot be automatically mapped to a dimension or metric in Customer Journey Analytics.

    When a dimension or metric cannot be automatically mapped, an orange counter displays next to the Dimensions or Metrics section header, indicating the number of dimensions or metrics that need to be manually mapped. In the table, a warning icon warning icon displays next to each dimension or metric that needs to be manually mapped.

    In addition, the Status column says Not mapped.

    Migration schema manual map

  10. To manually map dimensions and metrics, select a dimension or metric that contains a warning icon warning icon, then in the Mapped Customer Journey Analytics metric field (or the Mapped Customer Journey Analytics dimension field if you are mapping a dimension), select the dimension or metric in Customer Journey Analytics that you want to map to the dimension or metric you selected.

    map dimensions and metrics

    After a dimension or metric is mapped, the warning icon disappears and the Status column changes to Mapped with a green dot. (A status of Mapped with a gray dot indicates that the dimension or metric was mapped during a previous migration; any previous mappings cannot be updated.)

    Repeat this process for each dimension or metric that contains the warning icon.

    After all dimensions and metrics in the Adobe Analytics report suite are mapped to a dimension or metric in the Customer Journey Analytics data view, a green check mark check mark appears next to the report suite name in the Map schema for report suites section.

  11. (Conditional) If the project you are migrating contains more than one report suite, select another report suite in the Map schema for report suites section, then repeat step 6 through Step 10.

  12. Select Migrate.

    WARNING

    An on-screen warning message displays after you select Migrate. Before you choose to continue, understand that any dimensions or metrics you map are permanent, both for this project and for all future projects that are migrated throughout your entire organization. If you continue, the mappings you make cannot be modified.

    After a migration completes, the Migration status page provides a summary of what was migrated.

    If the migration fails, see the Retry a failed migration section below for more information.

Retry a failed migration

If a migration fails, you can retry the migration.

Before retrying a failed migration, make sure you remove any unsupported elements from the project.

NOTE

If the migration continues to fail after retrying, contact Customer Care with the project ID. You can find the project ID on the Migration status page.

To retry a failed migration:

  1. In Adobe Analytics, select the Admin tab, then select All admin.

  2. Under Data configuration & collection, select Component migration.

  3. Select Failed in the Migration status column next to the project that you want to retry.

    migration status column failed

    The Migration status page displays.

    This page also displays immediately after completing the migration steps described in the section Migrate Adobe Analytics projects to Customer Journey Analytics above.

  4. Select Retry migration.

Filter, sort, and search the list of projects

You can filter, sort, and search the list of projects on the Component migration page.

Filter the list of projects

You can filter by the following criteria:

Filter Description
Status The status of the migration:
  • Not started
  • Started
  • Completed
  • Failed
.
Tags Select any tags in the list of tags. Only projects that have the selected tags applied are displayed.
Report suite Select any report suite in the list of report suites. Only projects that use the selected report suites are displayed.
Owners Select any owner in the list of owners. Only projects that are owned by the users you select are displayed.
Other filters The following additional filters are available:
  • Mine: Shows only projects where you are set as the owner.
  • Shared with me: Shows only projects that have been shared with you.
  • Favorites: Shows only projects that are marked as a favorite. (You can mark a project as a favorite from the project landing page.)
  • Monthly
  • Yearly

Sort the list of projects

You can sort the list of projects by any column.

To sort the list of projects:

  1. Select the column header of the column you want to sort by.

  2. (Optional) Select the same column header again to reverse the sort order.

Search for a project

You can search the list of projects on the Component migration page to find the project that you want to migrate.

  1. In the search field at the top of the Component migration page, begin typing the name of the project that you want to migrate.

  2. Select the project when it appears in the drop-down menu.

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