One-off migration utility that copies legacy RSM log data into Centara eMessaging records during the migration from Wise RSM / Wise Approvals.
Copy RSM Data to Centara eMessaging
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PTECopyDataSetup.Page.al(Wise RSM Data Transfers / Wise Appr Data Transfer)
A one-off migration utility used when moving a tenant from the legacy Wise RSM or Wise Approvals app to Centara eMessaging. It copies the processed RSM log entries from the old extension into the equivalent Centara records so that history, attachments and approval chains carry over.
Run this once during the cut-over. After the data is copied and verified the page can be ignored — it’s not part of day-to-day operations.
Fields
| Field | What it shows |
|---|---|
| Number of RSM Logs to be copied | Count of RSM Log entries that match the copy criteria (Status = Confirmed, Processed = true, Direction = Incoming). Read-only — it’s a preview of how much data the Copy Data action will move. |
Actions
| Action | What it does |
|---|---|
| Copy Data | Runs the PTE Copy Data codeunit, which copies the eligible RSM Logs and their related records into Centara eMessaging tables. Use this in production. |
| Copy Data for Sandbox | Same copy logic but tuned for sandbox tenants (smaller batches, additional logging). Use only in sandbox environments. |
Two extensions ship this page — Wise Appr Data Transfer (for migrating from Wise Approvals) and Wise RSM Data Transfers (for migrating from Wise RSM). They look and behave the same; install only the one matching the legacy app you’re migrating from.
See also
- Inbound e-Documents — destination for the migrated documents
- Centara Setup