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User Guide

Search for Data to Migrate

As a data owner, you can search for data to add it to a migration project, which you will later submit for approval.

  1. Click Data Exchange in the left navigation.

  2. Review the list of datasets.

    Note

    The list only contains the following types of datasets:

    • unrestricted datasets

    • datasets of which you are a member

    • datasets that you created

  3. To search for a dataset, enter search text in the search box.

    Tip

    You can click the filter icon and select a tag to see all datasets with that tag. You can then search within those datasets.

  4. Click a dataset's title to select it.

    A list of the assets within that dataset appears.

  5. Click an asset to review its details.

  6. Click Add to Project.

  7. Select the migration project to which you want to add this asset.

    Note

    As a data owner, you may only add data to migration projects in In Draft status that you created. An exchange administrator may add data to any project.

  8. Repeat these steps to add more assets to the migration project.

    Note

    You can add assets from different datasets, but you may not add already masked assets.

    Next, you'll return to the migration project and submit it for approval.