Migration and synchronization

Move engineering information with control.

AroTrace supports evaluated paths for transitioning engineering information to a new system or keeping selected data aligned across systems—without treating migration, synchronization, and traceability as the same problem.

SourceMappingTargetEvidence

Choose the right continuity model

Connect, move, or synchronize—based on the engineering need.

The first decision is not which feature to enable. It is whether information should stay in place, move once, or remain aligned over time.

Connect the context

Use cross-tool traceability when records should remain in their source systems and teams need to understand the relationships between them.

Move to a new system

Use controlled migration when engineering information must transition from a defined source to a defined target with mapping and verification.

Keep selected data aligned

Use synchronization when approved information must continue to flow between configured systems within an explicit scope and direction.

Controlled migration

Treat a system transition as an engineering change—not a bulk copy.

A dependable migration begins with scope and meaning. It then gives teams a way to review mappings, inspect readiness, follow execution, and verify the target outcome for the supported source–target path.

Availability varies by source–target combination, product version, mapped content, operation, permissions, deployment, and agreed acceptance criteria. A supported connector does not by itself imply complete migration or bidirectional synchronization for every data type.

  1. Scope

    Define what should move

    Identify the source, target, projects, artifact families, relationships, history, and content that belong in the transition.

    Agreed boundary
  2. Align

    Map differing structures

    Relate source and target types, fields, values, and relationships without assuming that the two systems organize engineering work in the same way.

    Reviewed mapping
  3. Rehearse

    Inspect before committing

    Use the supported preview, dry-run, or staged review path to surface gaps and exceptions before the controlled production move.

    Readiness evidence
  4. Verify

    Reconcile the outcome

    Review run status, item-level results, relationships, exceptions, and target evidence according to the evaluated migration path.

    Reviewable result

Different lifecycle decisions

A migration has an end state. Synchronization has an operating life.

Migration prepares a controlled transition. Synchronization governs an ongoing information flow.

Both require explicit mappings and verification, but their risks differ. A migration must preserve the intended structure and evidence in the target. Synchronization must also define direction, conditions, conflict behavior, and how existing records enter the continuing flow.

Review the integration model

Scoped synchronization

Keep selected information aligned without making the rules invisible.

The supported behavior depends on the evaluated system pair, connector versions, mappings, permissions, deployment, and operating model.

Explicit mappings

Projects, artifact types, fields, values, and relationships are aligned for the actual source and target—not inferred from names alone.

Defined direction and scope

Synchronization is configured around selected system pairs, project boundaries, data types, conditions, and permitted flow directions.

Existing-data awareness

Before live synchronization, existing records and known relationships need a deliberate baseline and matching approach that avoids careless duplication.

Visible operational outcomes

Runs, exceptions, conflicts, and recovery needs remain available for responsible people to review within the supported workflow.

Plan the evaluation

Begin with representative data and the difficult cases.

Source and targetConfirm products, versions, deployment boundaries, access, and the authoritative role of each system.

Information modelIdentify projects, artifact types, fields, values, relationships, hierarchy, history, and supplemental content in scope.

Control pointsDefine previews, approvals, activation gates, exception handling, reconciliation, and acceptance evidence.

Operational ownershipAssign people to mappings, run monitoring, conflict decisions, recovery, validation, and final acceptance.

Migration technology in practice

Migration and synchronization · AroMigrator

Valeo

Project-by-project migration to Codebeamer at Valeo

Valeo uses AroMigrator to migrate to PTC Codebeamer project by project, prioritizing important projects while keeping data synchronized between systems during the transition. AroMigrator provides the migration module within AroTrace.

After testing and comparing different migration solutions, we selected AroMigrator for our migration into PTC Codebeamer. What stood out was the depth of validation, data-integrity controls, reporting and auditable records, which gave us confidence in the completeness and accuracy of the migration.

Michal N. · Valeo

Start a conversation

What needs to move—and what must remain trustworthy afterward?

Share the source and target systems, representative content, relationships, operating constraints, and intended end state. We can then evaluate the appropriate transition or synchronization path.

Discuss migration or synchronization