Install the Migration Packages in Your Org

Install the unmanaged packages in the org where the migration is to be performed.

Important BY INSTALLING SFDC MIGRATION PACKAGE, YOU AGREE TO ITS LICENSE AND ALL DISCLAIMERS, STATED IN THE ANNEXURE OF THIS DOCUMENT.

1. Install the EDA Migration Setup package required to deploy the custom fields and Visualforce pages for the guided flow.
   1. Access the package URL and log in with your org credentials.
   2. Click Install for All Users, and then click Install.
   3. Click Done when prompted. You are notified by email when the installation is complete.
2. Verify that the package is installed.
   1. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
   2. Find the package name in the list to confirm that it’s installed.
3. If you don't have edit access to the custom fields created in step 1, provide access:
   1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
   2. Click System Administrator.
   3. Under Apps, click Object Settings.
   4. Click Learning, and then click Edit.
   5. Under Field Permissions, turn on read and edit access for Account_Legacy_ID__c, and then save your changes.
   6. Similarly, provide access for these custom fields:

      Object Name	Object API Name	Custom Field
      Learning	Learning	Account_Legacy_ID__c
      Learning Outcome Item	LearningOutcomeItem	Account_Legacy_ID__c
      Learning Achievement	LearningAchievement	Account_Legacy_ID__c
      Learning Program	LearningProgram	Account_Legacy_ID__c
      Account Contact Relationship	AccountContactRelation	AffiliationLegacyid__c
      Record Alert	RecordAlert	Alert_Legacy_ID__c
      Application Timeline	ApplicationTimeline	Application_legacyId__c
      Individual Application	IndividualApplication	Application_legacyId__c
      Program Term Application Timeline	ProgramTermApplnTimeline	Application_legacyId__c
      Application Review	ApplicationReview	ApplicationReview_legacyId__c
      Service Territory Member	ServiceTerritoryMember	Appointment_Attendee_Legacy_Id__c
      Service Appointment	ServiceAppointment	Appointment_Attendee_Legacy_Id__c
      Assigned Resource	AssignedResource	Appointment_Legacy_Id__c
      Service Appointment	ServiceAppointment	Appointment_Legacy_Id__c
      Service Resource	ServiceResource	Attendee_Legacy__c
      Contact Profile	ContactProfile	Contact_Legacy_ID__c
      Person Language	PersonLanguage	ContactLang_Legacy_id_c__c
      Learning Course	LearningCourse	Course_LearningCourse_Legacy_ID__c
      Learning Achievement	LearningAchievement	Course_Legacy_Id__c
      Learning Outcome Item	LearningOutcomeItem	Course_Legacy_ID__c
      Learning	Learning	Course_Legacy_Id__c
      Course Offering Participant	CourseOfferingParticipant	CourseConnection_Legacy_ID__c
      Course Offering Participant Result	CourseOfferingPtcpResult	CourseConnection_Legacy_Id__c
      Course Offering	CourseOffering	CourseOffering_legacy_Id__c
      Course Offering Schedule	CourseOfferingSchedule	CourseOfferingSchedule_LegacyId__c
      Person Education	PersonEducation	Education_History_Legacy_Status__c
      Person Education	PersonEducation	Education_History_Legacy_V_Status__c
      Person Education	PersonEducation	EducationHistory_Legacy_Id__c
      Location	Location	Facility_Legacy_Id__c
      Learning Achievement	LearningAchievement	Learning_Legacy_Id__c
      Examination	Examination	Legacy_Test_Type__c
      Contact Profile	ContactProfile	MilitaryBackground_Legacy__c
      Learning Program Plan Requirement	LearningProgramPlanRqmt	Plan_Req_Legacy_Id__c
      Learning Program Plan	LearningProgramPlan	Program_Plan_Legacy_ID__c
      Learner Program	LearnerProgram	ProgramEnrollment_Legacy_Id__c
      Contact Contact Relationship	ContactContactRelation	Relationship_Legacy_Id__c
      Party Role Relationship	PartyRoleRelation	Relationship_Legacy_Id__c
      Work Type Group Role	WorkTypeGroupRole	RoleTopicSetting_legacy_Id__c
      Care Plan Template	CarePlanTemplate	Success_Plan_Legacy_Id__c
      Care Plan	CarePlan	SuccessPlan_Legacy_Id__c
      Case Participant	CaseParticipant	SuccessPlan_Legacy_Id__c
      Academic Session	AcademicSession	Term_Legacy_Id__c
      Academic Term	AcademicTerm	Term_Legacy_Id__c
      Academic Term Enrollment	AcademicTermEnrollment	Term_Legacy_Id__c
      Academic Year	AcademicYear	Term_Legacy_Id__c
      Course Offering Participant Result	CourseOfferingPtcpResult	TermGrade_Legacy_Id__c
      Person Examination	PersonExamination	Test_Legacy_Id__c
      Work Type Group	WorkTypeGroup	Topic_Legacy_Id__c

4. Similarly, provide access to the Analytics Cloud Integration User profile.
5. Similarly, depending on your data migration scenario, deploy the Data Processing Engine definitions using the applicable package.