Configure Mapping Settings

Configure mapping settings for the organizations/environments that work as the source and the destination in an out-of-place restore to ensure data integrity in the destination after the restore job.

Procedure

You can only add one mapping for the same pair of source and destination. Complete the following steps to add and configure a mapping:

  1. Navigate to Settings > Mapping.
  2. Click the Add mapping button. The Add mapping panel appears.
  3. Select the source and destination for the mapping.
  4. Click Save.
  5. In Step 1, click Generate to generate a mapping template. IBM® Storage Protect for Cloud Dynamics 365 will scan your source and destination organizations/environments and automatically map the data in the source and destination.

    The mapping template generation may take a while. You can monitor the progress through the Job Monitor. The mapping generation status and finished time will be displayed next to the Generate button after it is finished.

  6. After the generation, click the Download link to download the generated mapping template. An Excel file will be downloaded to your local computer.
    This file provides a General Information sheet to show the source and destination organizations/environments that this mapping is for and provides instructions on how to configure the mapping in this file and the additional notes you need to pay attention to. Follow the instructions in Excel to complete the mappings and import the mapping back.
    • Each sheet in this file named after an entity contains the automatically detected mappings for this entity in the source and destination, displayed in the Source GUID, Source Name, Destination GUID, and Destination Name columns. You may find empty cells in the Destination GUID column and Destination Name column if there is no matching name in the destination or more than one. You can search or filter the data in Data in the Destination sheet and complete the mapping.
    • If you didn’t find the proper data in the Data in Destination sheet, you can copy the source GUID and source name to the Destination GUID and Destination Name columns to try to create them in the restore job.
    • Note the following when editing the mapping template:
      • Keep the General Information sheet intact and first.
      • If you need to add mappings for an entity that is not in this mapping template file, you can add a new sheet for it and enter its mappings in the same data format as the others.
      • Do not delete or rename any datasheets, and do not delete any records listed in Source GUID and Source Name.
      • Only the data in Source GUID, Source Name, Destination GUID, and Destination Name will be imported and verified.
      • Ensure there are no empty cells for Destination GUID and Destination Name in the mapping before you import this mapping file.
      • There are four basic entities in the Dynamics 365 organization that we recommend restoring to the destination first before out-of-place restoring the others. For details, refer to Mapping Settings for the Basic Entities.
  7. After you complete the mapping settings in the file, go back to the Settings > Mapping page in the IBM Storage Protect for Cloud Dynamics 365 interface.
  8. Find your mapping in the table. The mapping status is Pending mapping import. The Edit mapping panel appears.
  9. Go to Step 2 and click the Upload button.
  10. Browse the mapping file and click Open. IBM Storage Protect for Cloud Dynamics 365 will import the mappings from the selected file and verify the mapping settings. The errors detected will be displayed in the table at the bottom. If there are no errors in the mapping, the mapping status will be updated to Active.

    Note that only the mappings with the Ready to apply status can be used in the out-of-place restore.