m-Fin How-to: Moving 'My Content' to the Upgraded CU-Data

You’ll need to access the old environment to move your content. UIS/IRM will then migrate your specific folder and all its content, including your report views and report versions, to the corresponding location in the upgraded CU-data production.

1. Use this link to access the old CU-Data environment.
2. Select the My Content folder, using the navigation icons on the left of your screen. 
3. To move all your My Content - Hold down the Shift key and click on the first and last items in your folder so that they’re all selected.
4. To move some of your My Content - Hold down the Ctrl key and click on each item you wish to select.
5. When all the items you want to move are selected … click the More menu at the top right of the panel (it’s the three dots next to the Cancel link). Select Copy or Move. 
6. On the left side of the popup screen, select the Team Content folder. Select Finance > CU-Data Dropzone. Choose the folder with your Employee ID on it ... you may need to scroll down a bit.
7. Click the Move to button. You should now see your copied items in this folder

Note: It's important to select Move to.  If you simply copy your content, the schedule will not carry over properly. 

What’s happens next? UIS will check the old CU-Data environment on Wednesday and Friday afternoons and migrate any newly modified Employee ID folders to the corresponding location in the upgraded CU-Data production.

Once you see your Employee ID folder in CU-Data production (Team Content > Finance > CU-Data Dropzone > Your Employee ID), you’ll be able to move it back to your My Content following the procedures at the top of this page.