🔄 What Does Migrate

• Access
  • Same URL access (2.7 and 3.0 available post-migration)
• Users & Security
  • Users and credentials
  • Roles & permissions
  • Identity Provider (IdP) configuration
  • IP restrictions
• Skills
  • Published skills only
  • All versions of published skills
    • If “keep 3 versions” is enabled → up to 3 versions migrate
    • Otherwise → all available versions migrate
  • Published skill versions (version numbers preserved)
  • Skill relationships (base and derived)
  • Document sets within migrated skills
• Imports
  • Mail import settings and activation (behavior changes apply)
    • Behavioral changes:
      • Mail import will be disabled on 2.7 before being enabled on 3.0
        • Activation on 3.0 may require customer confirmation
      • Folder import settings and activation (new IPs apply)
        • Folder import on 2.7 and 3.0 use different IP addresses
• Licensing & Analytics
  • License configuration
  • Analytics data
    • In Vantage 3.0:
      • Data is available via both API and UI
      • In 2.7, analytics were API-only
• Tenant Configuration
  • Environment variables
• Data Catalogs
  • Data catalogs actively used by migrated skills
  • Data catalog usage data

• Documents: Customers do not have to retrain their documents

   

⛔ What Doesn’t Migrate (Stays in Vantage 2.7 / Must Re-create)

• Documents & Transactions
  • No documents are migrated 
  • Historical or in-progress document data remains in 2.7 only
• Skills
  • Draft skills
    • Must be published before migration to be included
  • Unpublished skill changes
• Users
  • Pending user invites (must accept before migration or recreate after)
• API & Logs
  • Public API client secrets (OAuth secrets) (new secret required for 3.0)
  • Security logs
  • Error logs
• Usage
  • Usage data (tenant-specific and cannot be transfer)
• Skill Designer
  • Nothing is migrated
  • Skill Designer is a shortcut UI for skill creation
  • Customers must use the Vantage 3.0 version post-migration
• Data Catalogs
  • Unused data catalogs
    • How to Migrate Unused Catalogs
      • Attach the catalog to a dummy published skill before migration, or 
      • Manually recreate it in Vantage 3.0
• Manual Review and Analytics
  • In-progress transactions do not transfer between version