---
title: Migration Scenarios Using Simple Mode and Advanced Mode
slug: neurons-for-itsm/on-premises-help/enu/2025/migration-scenarios-using-simple-mode-and-advanced-mode
docTags: 
createdAt: 2026-07-29T16:36:07.531Z
---

This section shows the steps to take when migrating data in different scenarios and when disabling the Ivanti Service Manager development project and using Simple Mode and Advanced Mode. It skips the conceptual information and only shows the procedure steps.  See [Appendix B: Migrating Data from One Tenant Instance to Another Using Simple Mode or Advanced Mode](docId\:gaitqKwMKexu8QBWlwgc9) for conceptual information and details about these steps.

These examples migrate data by disabling the Ivanti Service Manager development project and using Simple Mode and Advanced Mode.

- [Migrating Data from the Production Instance of the Tenant to the Staging or UAT Instance of the Tenant](docId\:xk6WjJCrr4rMrz4LJNCTY)
- [Refreshing the Staging or UAT Instance of the Tenant](docId\:xk6WjJCrr4rMrz4LJNCTY)
- [Performing a Quick Migration from the Staging or UAT Instance to the Production Instance](docId\:xk6WjJCrr4rMrz4LJNCTY)
- [Migrating Certain Types of Metadata and Validation Data from the Staging or UAT Instance to the Production Instance, or from the Staging Instance to the UAT Instance](docId\:xk6WjJCrr4rMrz4LJNCTY)
- [Migrating Certain Types of Metadata, Validation Data, and Master Data from the Staging or UAT Instance to the Production Instance, or from the Staging Instance to the UAT Instance](docId\:xk6WjJCrr4rMrz4LJNCTY)
- [Migrating Only Transactional Data from the Staging or UAT Instance to the Production Instance, or from the Staging Instance to the UAT Instance](docId\:xk6WjJCrr4rMrz4LJNCTY)
- [Overwriting All Metadata and Validation Data from the Staging or UAT Instance to the Production Instance, or from the Staging Instance to the UAT Instance](docId\:xk6WjJCrr4rMrz4LJNCTY)
- [Migrating Configuration Data (Settings) from the Staging or UAT Instance to the Production Instance, or from the Staging Instance to the UAT Instance](docId\:xk6WjJCrr4rMrz4LJNCTY)
- [Example: Migrating Service Level Data](docId\:xk6WjJCrr4rMrz4LJNCTY)

### Migrating Data from the Production Instance of the Tenant to the Staging or UAT Instance of the Tenant

In this scenario, you are just starting out and have only created an initial production instance of your tenant.

1. Log in to the Operations Console and click the **Tenants** tab.
2. Navigate to the landscape you will perform the migration in and click **Manage Migration**.
3. Click **Push** in the arrow representing the migration path to use. (See [Migration Dashboard](docId\:iWX1e7w9zNkpp2qbXk2sn) in [Starting the Data Migration](docId\:iWX1e7w9zNkpp2qbXk2sn).) The system displays the **Copy *source\_tenant\_instance* to *target\_tenant\_instance*** (for example, **Copy Production to Staging**) dialog box.
4. Enter the following information for the first data migration to a tenant instance:
   - Select an option in the **Target DB Option** field.
   - In the **Target DB Server** field, if the target landscape contains more than one database server, select the server that hosts the Ivanti Service Manager configuration database.
   - (Optional) Check **Keep existing users enabled in the target tenant** to keep all the users, and not just the administrators, active.
   - (Optional) Check **Scrub email address in users** to scrub user emails.
   - (Optional) Check **Scrub email address in other places** to scrub email accounts saved in transactional data.
   - (Optional) Check **Trim data to keep last 90 days only** to only copy transactional data that was created or modified within the last 90 days.

:::hint{type="info"}
Do not check this option if you are creating the database from the sample ("out of the box") database, because the records are likely to be older than 90 days in the sample database.
:::

:::Paragraph{listStyleType="disc" indent="2"}
(Optional) Check **Shrink database after scrubbing and trimming** to truncate unnecessary data when the tenant instance is created from a backup.
:::

5. Click **Execute**.

### Refreshing the Staging or UAT Instance of the Tenant

In this scenario, you have a database on the staging or UAT instance of the tenant and you want to update it with the latest version from the production instance of the tenant.

1. Log in to the Operations Console and click the **Tenants** tab.
2. Navigate to the landscape you will perform the migration in and click **Manage Migration**.
3. Click **Push** in the arrow representing the migration path to use. (See [Migration Dashboard](docId\:iWX1e7w9zNkpp2qbXk2sn) in [Starting the Data Migration](docId\:iWX1e7w9zNkpp2qbXk2sn).) The **Copy *source\_tenant\_instance* to *target\_tenant\_instance*** (for example, **Copy Production to Staging**) dialog box appears.
4. Enter the following information for the first data migration to a tenant instance:
   - Select an option in the **Target DB Option** field.
   - In the **Target DB Server** field, if the target landscape contains more than one database server, select the server that hosts the Ivanti Service Manager configuration database.
   - (Optional) Check **Keep existing users enabled in the target tenant** to keep all the users, and not just the administrators, active.
   - (Optional) Check **Scrub email address in users** to scrub user emails.
   - (Optional) Check **Scrub email address in other places** to scrub email accounts saved in transactional data.
   - (Optional) Check **Trim data to keep last 90 days only** to only copy transactional data that was created or modified within the last 90 days.
   - (Optional) Check **Shrink database after scrubbing and trimming** to truncate unnecessary data when the tenant instance is created from a backup.
5. Click **Execute**.

### Performing a Quick Migration from the Staging or UAT Instance to the Production Instance

1. Log in to the Operations Console and click the **Tenants** tab.
2. Navigate to the landscape you will perform the migration in and click **Manage Migration**.
3. Click **Push** in the arrow representing the migration path to use. (See [Migration Dashboard](docId\:iWX1e7w9zNkpp2qbXk2sn) in [Starting the Data Migration](docId\:iWX1e7w9zNkpp2qbXk2sn).) The **Copy *source\_tenant\_instance* to *target\_tenant\_instance*** (for example, **Copy Staging to Production**) dialog box appears.
4. In the **Copy** dialog box, make these selections:
   - Do not check Advanced Mode.
   - (Optional) Check Skip target tenant backup before operation to not perform a database backup.
   - (Optional) Under **Copy the following selected data**, check Service request if you want to migrate service request information, and check Escalation schedule if you want to migrate escalation schedule information.
5. Click Execute.

### Migrating Certain Types of Metadata and Validation Data from the Staging or UAT Instance to the Production Instance, or from the Staging Instance to the UAT Instance

1. Log in to the Operations Console and click the **Tenants** tab.
2. Navigate to the landscape you will perform the migration in and click **Manage Migration**.
3. Click **Push** in the arrow representing the migration path to use. (See [Migration Dashboard](docId\:iWX1e7w9zNkpp2qbXk2sn) in [Starting the Data Migration](docId\:iWX1e7w9zNkpp2qbXk2sn).) The **Copy *source\_tenant\_instance* to *target\_tenant\_instance*** (for example, **Copy Staging to Production**) dialog box appears.
4. In the **Copy** dialog box, check Advanced Mode.
5. In the **Copy** dialog box, for the **Operation** field, choose **Copy Configuration**. (See [Copy Dialog Box (Migrate Metadata and Validation Data)](docId\:gaitqKwMKexu8QBWlwgc9) in [Appendix B: Migrating Data from One Tenant Instance to Another Using Simple Mode or Advanced Mode](docId\:gaitqKwMKexu8QBWlwgc9).)
6. (Optional) Check **Skip target tenant backup before operation** to not back up the target tenant instance prior to the data migration.
7. (Optional) Check the items to delete if those objects were deleted on the target tenant instance in the **Delete metadata items in *target\_tenant\_instance* that do not exist in *source\_tenant\_instance*** section. If you do not select any checkboxes in this section, all data is merged, and no data on the source tenant instance is deleted.
8. (Optional) Check the items under the **Replace metadata items in *target\_tenant\_instance* that are newer than those in *source\_tenant\_instance*** section to delete items that exist on both the source tenant instance and the target tenant instance when the version on the target tenant instance is newer than the version on the source tenant instance. If you do not select any checkboxes in this section, all data on the target tenant instance is *overwritten* by data from the source tenant instance.
9. (Optional) Check the items under the **Custom defined validation list data objects** section to delete customized validation list items on the target tenant instance that were also deleted on the source tenant instance.
10. Click **Execute**.

### Migrating Certain Types of Metadata, Validation Data, and Master Data from the Staging or UAT Instance to the Production Instance, or from the Staging Instance to the UAT Instance

1. Log in to the Operations Console and click the **Tenants** tab.
2. Navigate to the landscape you will perform the migration in and click **Manage Migration**.
3. Click **Push** in the arrow representing the migration path to use. (See [Migration Dashboard](docId\:iWX1e7w9zNkpp2qbXk2sn) in [Starting the Data Migration](docId\:iWX1e7w9zNkpp2qbXk2sn).) The system displays the **Copy *source\_tenant\_instance* to *target\_tenant\_instance*** (for example, **Copy Staging to Production**) dialog box.
4. In the **Copy** dialog box, check Advanced Mode. The system displays more options in the dialog box.
5. In the **Copy** dialog box, for the **Operation** field, choose **Copy Configuration & Master Data**. (See [Copy Dialog Box (Migrate Metadata, Validation Data, and Master Data) -- Top Half](docId\:gaitqKwMKexu8QBWlwgc9) in [Appendix B: Migrating Data from One Tenant Instance to Another Using Simple Mode or Advanced Mode](docId\:gaitqKwMKexu8QBWlwgc9).)
6. Fill in the top portion of the **Copy** dialog box (the settings for metadata and validation data) as described in [Migrating Certain Types of Metadata and Validation Data from the Staging or UAT Instance to the Production Instance, or from the Staging Instance to the UAT Instance](docId\:xk6WjJCrr4rMrz4LJNCTY).
7. (Optional) Check **Delete data items in *target\_tenant\_instance* that do not exist in *source\_tenant\_instance*** to delete master data on the target tenant instance that was also deleted on the source tenant instance.
8. (Optional) Check any items under the **Copy the following selected data** section to include them when the data is migrated.
9. (Optional) Select one or more items to migrate from the **Additional Data** list.
10. Click Execute.

### Migrating Only Transactional Data from the Staging or UAT Instance to the Production Instance, or from the Staging Instance to the UAT Instance

1. Log in to the Operations Console and click the **Tenants** tab.
2. Navigate to the landscape you will perform the migration in and click **Manage Migration**.
3. Click **Push** in the arrow representing the migration path to use. (See [Migration Dashboard](docId\:iWX1e7w9zNkpp2qbXk2sn) in [Starting the Data Migration](docId\:iWX1e7w9zNkpp2qbXk2sn).) The system displays the **Copy *source\_tenant\_instance* to *target\_tenant\_instance*** (for example, **Copy Staging to Production**) dialog box.
4. In the **Copy** dialog box, check Advanced Mode.
5. In the **Copy** dialog box, for the **Operation** field, choose **Copy Data Only**. (See [Copy Dialog Box (Migrate Only Transactional Data)](docId\:gaitqKwMKexu8QBWlwgc9) in [Appendix B: Migrating Data from One Tenant Instance to Another Using Simple Mode or Advanced Mode](docId\:gaitqKwMKexu8QBWlwgc9).)
6. (Optional) Check **Skip target tenant backup before operation** to not back up the target tenant instance prior to the data migration.
7. (Optional) Check **Delete data items in *target\_tenant\_instance* that do not exist in *source\_tenant\_instance*** under the **Data only copy options** section to delete transactional data on the target tenant instance if that data was also deleted on the source tenant instance.
8. (Optional) In the **Transactional Data** list, select the items to migrate.
9. Click **Execute**.

### Overwriting All Metadata and Validation Data from the Staging or UAT Instance to the Production Instance, or from the Staging Instance to the UAT Instance

1. Log in to the Operations Console and click the **Tenants** tab.
2. Navigate to the landscape you will perform the migration in and click **Manage Migration**.
3. Click **Push** in the arrow representing the migration path to use. (See [Migration Dashboard](docId\:iWX1e7w9zNkpp2qbXk2sn) in [Starting the Data Migration](docId\:iWX1e7w9zNkpp2qbXk2sn).) The system displays the **Copy *source\_tenant\_instance* to *target\_tenant\_instance*** (for example, **Copy Staging to Production**) dialog box.
4. In the **Copy** dialog box, check Advanced Mode.
5. In the **Copy** dialog box, for the **Operation** field, choose **Copy to Replace**. (See [Copy Dialog Box (To Overwrite Metadata and Validation Data)](docId\:gaitqKwMKexu8QBWlwgc9) in [Appendix B: Migrating Data from One Tenant Instance to Another Using Simple Mode or Advanced Mode](docId\:gaitqKwMKexu8QBWlwgc9).)
6. Enter the following information:
   - Select an option in the **Target DB Option** field.
   - In the **Target DB Server** field, if the target landscape contains more than one database server, select the server that hosts the Ivanti Service Manager configuration database.
   - (Optional) Check **Keep existing users enabled in the target tenant** to keep all the users, and not just the administrators, active.
   - (Optional) Check **Scrub email address in users** to scrub user emails.
   - (Optional) Check **Scrub email address in other places** to scrub email accounts saved in transactional data.
   - (Optional) Check **Trim data to keep last 90 days only** to only copy transactional data that was created or modified within the last 90 days.
   - (Optional) Check **Shrink database after scrubbing and trimming** to truncate unnecessary data when the tenant instance is created from a backup.
   - (Optional) Check Skip target tenant backup before operation to not back up the target tenant instance prior to the data migration.
7. Click **Execute**.

### Migrating Configuration Data (Settings) from the Staging or UAT Instance to the Production Instance, or from the Staging Instance to the UAT Instance

1. Log in to the Operations Console and click the **Tenants** tab.
2. Navigate to the landscape you will perform the migration in and click **Manage Migration**.
3. Click **Push** in the arrow representing the migration path to use. (See [Migration Dashboard](docId\:iWX1e7w9zNkpp2qbXk2sn) in [Starting the Data Migration](docId\:iWX1e7w9zNkpp2qbXk2sn).) The system displays the **Copy *source\_tenant\_instance* to *target\_tenant\_instance*** (for example, **Copy Staging to Production**) dialog box.
4. In the **Copy** dialog box, check Advanced Mode.
5. In the **Copy** dialog box, for the **Operation** field, choose Copy Settings. (See [Copy Dialog Box (Migrate Settings)](docId\:gaitqKwMKexu8QBWlwgc9) in [Appendix B: Migrating Data from One Tenant Instance to Another Using Simple Mode or Advanced Mode](docId\:gaitqKwMKexu8QBWlwgc9).)
6. (Optional) Check **Skip target tenant backup before operation** to not back up the target tenant instance prior to the data migration.
7. (Optional) Check **Delete setting records in *target\_tenant* that do not exist in *source\_tenant*** to delete configuration data (settings) on the target tenant instance if that data was also deleted on the source tenant instance.
8. (Optional) To update configuration data (settings) that has changed in both the source and the target tenant instances, check **Update setting records that changed**.
9. In the **Setting Type** list, select the configuration data types (settings) to migrate.
10. Click **Execute**.

### Example: Migrating Service Level Data

This example shows how to migrate service level data such as service level agreements, operational level agreements, underpinning contracts, service level targets, and service level packages. All of these are made up of master data and transactional data.

1. Log in to the Operations Console and click the **Tenants** tab.
2. Navigate to the landscape you will perform the migration in and click **Manage Migration**.
3. Click **Push** in the arrow representing the migration path to use. (See [Migration Dashboard](docId\:iWX1e7w9zNkpp2qbXk2sn) in [Starting the Data Migration](docId\:iWX1e7w9zNkpp2qbXk2sn).) The system displays the **Copy *source\_tenant\_instance* to *target\_tenant\_instance*** (for example, **Copy Staging to UAT**) dialog box.
4. In the **Copy** dialog box, for the **Operation** field, select **Copy Master Data Only**.
5. (Optional) Check **Delete data items in *target\_tenant\_instance* that do not exist in *source\_tenant\_instance*** to delete master data on the target tenant instance that was also deleted on the source tenant instance.
6. Under the **Copy the following selected data** section, check Service request and Escalation schedule.
7. From the **Additional Data** list, hold down the control key and select all of the following:
   - Service Agreement (ServiceAgreement)
   - Service Level Agreement (ServiceLevelAgreement.SLA)
   - Service Level Objective (ServiceLevelObjective)
   - Service Level Package (ServiceLevelPackage)
   - Service Level Target (ServiceLevelTarget)
   - Service Level Target – General (ServiceLevelTargetGeneral)
   - Vendor (Vendor)
8. Click Execute.