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docs/operations/data_migration.md
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@ -860,3 +860,55 @@ Example: `cf ssh getgov-za`
### Running locally
```docker-compose exec app ./manage.py populate_domain_request_dates```
## Create federal portfolio
This script takes the name of a `FederalAgency` (like 'AMTRAK') and does the following:
1. Creates the portfolio record based off of data on the federal agency object itself.
2. Creates suborganizations from existing DomainInformation records.
3. Associates the SeniorOfficial record (if it exists).
4. Adds this portfolio to DomainInformation / DomainRequests or both.
Errors:
1. ValueError: Federal agency not found in database.
2. Logged Warning: No senior official found for portfolio
3. Logged Error: No suborganizations found for portfolio.
4. Logged Warning: No new suborganizations to add.
5. Logged Warning: No valid DomainRequest records to update.
6. Logged Warning: No valid DomainInformation records to update.
### Running on sandboxes
#### Step 1: Login to CloudFoundry
```cf login -a api.fr.cloud.gov --sso```
#### Step 2: SSH into your environment
```cf ssh getgov-{space}```
Example: `cf ssh getgov-za`
#### Step 3: Create a shell instance
```/tmp/lifecycle/shell```
#### Step 4: Upload your csv to the desired sandbox
[Follow these steps](#use-scp-to-transfer-data-to-sandboxes) to upload the federal_cio csv to a sandbox of your choice.
#### Step 5: Running the script
```./manage.py create_federal_portfolio "{federal_agency_name}" --both```
Example (only requests): `./manage.py create_federal_portfolio "AMTRAK" --parse_requests`
### Running locally
#### Step 1: Running the script
```docker-compose exec app ./manage.py create_federal_portfolio "{federal_agency_name}" --both```
##### Parameters
| | Parameter | Description |
|:-:|:-------------------------- |:-------------------------------------------------------------------------------------------|
| 1 | **federal_agency_name** | Name of the FederalAgency record surrounded by quotes. For instance,"AMTRAK". |
| 2 | **both** | If True, runs parse_requests and parse_domains. |
| 3 | **parse_requests** | If True, then the created portfolio is added to all related DomainRequests. |
| 4 | **parse_domains** | If True, then the created portfolio is added to all related Domains. |
Note: Regarding parameters #2-#3, you cannot use `--both` while using these. You must specify either `--parse_requests` or `--parse_domains` seperately. While all of these parameters are optional in that you do not need to specify all of them,
you must specify at least one to run this script.