Hi @imran3may,
You could migrate your KoboToolbox project from one server (from humanitarian to non-humanitarian or vice versa) to the other using ODK Briefcase as follows:
In this post, I will illustrate on how to migrate a survey project from a non-humanitarian server (Kobo server) to a humanitarian server (OCHA server).
At the moment, my non-humanitarian server (Kobo server) has a project with 5 submissions.
I would wish to migrate this project to the humanitarian server (OCHA server) which at the moment has not project at all.
Step 1: Download the XLSForm from the non-humanitarian server (Kobo server):
In this step, you will only need to download the XLSForm. No need to download the dataset for this project.
Step 2: Upload and deploy the XLSForm to the humanitarian server (OCHA server):
In this step, you will need to upload and deploy the XLSForm as a new project to the humanitarian server (OCHA server).
So, your humanitarian server (OCHA server) should now have this survey project as shown in the image below:
Step 3: Download the latest version of ODK Briefcase:
Download the latest version of ODK Briefcase from here.
Step 4: Configure the storage settings of ODK Briefcase:
- Double click the ODK Briefcase that you just downloaded.
- You should be able to see a dialogue box as shown in the image below:
- Press OK. You will be directed to ODK Briefcase application as shown in the image below:
- Configure the Storage Location as per your convenience by pressing Choose. You should now see something similar as shown in the image below (here you will notice that once you configure your Storage Location, ODK Briefcase application activates the Pull, Push and Export tabs):
Step 5: Configure the Pull settings of ODK Briefcase:
- Select the Pull tab. You should now see a similar screen as shown in the image below:
- Select Configure. You should see a dialogue box as shown in the image below:
- Fill up the URL and login credentials from your non-humanitarian server (Kobo server) as you wish to migrate a project from this server to the humanitarian server (OCHA server).
- You could do it as shown in the image below:
- You will need to replace the username
superkalyan
with your own KoboToolbox username. Please also note that you will need to use this URL format https://kc.kobotoolbox.org/username
. The ODK Briefcase will fail to pull the data from your server if you fail to use the URL format advised above.
Step 6: Pulling the project to ODK Briefcase storage:
- Once the Pull configuration settings is done, you should be able to see the following screen as shown in the image below:
- Now check the project that you wish to pull it to your ODK Briefcase storage. Then select Pull.
- You should see
Success
under the Pull Status
as shown in the image below:
- This refers that your project was successfully pulled to your ODK Briefcase storage.
Step 7: Configure the Push settings of ODK Briefcase:
- Select the Push tab. You should now see a similar screen as shown in the image below:
- Select Configure and fill-up the dialogue box with the URL and login credentials from your humanitarian server (OCHA server) as you wish to migrate everything to this server now (as shown in the image below):
- You will need to replace the username
superkalyan
with your own KoboToolbox username. Please also note that you will need to use this URL format https://kc.humanitarianresponse.info/username
. The ODK Briefcase will fail to push the data to your server if you fail to use the URL format advised above.
Step 8: Pushing the project from ODK Briefcase storage to the destination server:
- Once the Push configuration settings is done, you should be able to see the following screen as shown in the image below:
- Now check the project that you wish to push the project to your other KoboToolbox server. Then select Push.
- You should see
Success
under the Push Status
as shown in the image below:
- This refers that your project was successfully pushed to your other KoboToobox server (i.e. to your destination account).
Step 9: Checking the status of the data migration in your destination account:
- Once, the push is successful, go to your account to check if the data has been successfully been migrated there.
- You should still see that the submissions are not present in the KPI as shown in the image below:
- Go to the legacy UI by selecting the legacy icon as shown in the image below:
- You should now see that your project along with the data has been migrated there.
- To further access the data, select the project name. You will then be download or view your data in table as shown in the image below: