shopdb/docs/MIGRATION_QUICK_REFERENCE.md

Database Migration - Quick Reference

Date: 2025-11-06 Status: Design Finalized

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What We're Doing

Consolidating PCs into machines table + adding communications, compliance, and warranty tracking.

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New Tables (7)

1. comstypes (8 cols) - Communication type lookup (IP, Serial, Network, etc.)
2. communications (9 cols) - Universal comm tracking with generic address field
3. compliance (14 cols) - Security/compliance data from inventory.xlsx
4. compliancescans (5 cols) - AV/malware scan log
5. warranties (5 cols) - Simple warranty tracking (name + expiration)
6. relationshiptypes (5 cols) - Machine relationship types (Dualpath, Controlled By, etc.)
7. machinerelationships (6 cols) - Machine-to-machine relationships tracking

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Modified Tables (2)

1. machines - Add 9 PC-related columns (hostname, serialnumber, osid, etc.)
2. businessunits - Add 2 liaison fields (liaisonname, liaisonsso)

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Renamed Tables (1)

1. pcstatus → machinestatus - Consistent naming

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Deprecated Tables (4)

Drop after 30-day testing:

1. pc
2. pc_comm_config
3. pc_network_interfaces
4. pctype

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Key Design Decisions

Generic address field - One field for IP/COM/USB/etc (determined by comstypeid) Simplified warranties - Just name + expiration date Liaison in businessunits - No separate liaisons table Unified machine types - PC types added to machinetypes Vendor FK - compliance.managedbyvendorid → vendors table Minimal audit - Removed unnecessary dateadded/lastupdated fields Machine relationships - Generic table for dualpath, PC-to-machine control, future clusters

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Migration Volumes

Source	Destination	Records
pc table	machines	277
machines.ipaddress1/2	communications	~266
pc_network_interfaces	communications	~277+
pc_comm_config	communications	~100+
pc warranties	warranties	~277+
Total		~650+ comms

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Phase 1 Scripts (Ready to Create)

1. Create communications infrastructure
2. Extend machines table
3. Create PC machine types
4. Create warranty infrastructure
5. Create compliance infrastructure
6. Extend businessunits table
7. Rename pcstatus table
8. Create machine relationships infrastructure

Time: ~25 minutes Reversible: Yes

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machines Table Final Structure (21 columns)

1. machineid (PK)
2. machinetypeid (now includes PC types!)
3. machinenumber
4. alias
5. hostname (NEW - for PCs)
6. serialnumber (NEW)
7. loggedinuser (NEW - for PCs)
8. modelnumberid
9. controllertypeid (NEW - for CNC machines)
10. controllerosid (NEW - controller OS, uses operatingsystems table)
11. osid (NEW - for PCs, uses operatingsystems table)
12. machinestatusid (NEW - renamed from pcstatusid)
13. businessunitid
14. printerid
15. mapleft
16. maptop
17. isactive
18. islocationonly
19. machinenotes
20. lastupdated (NEW)
21. dateadded (NEW)

Key Design: Both PC OS and Controller OS use the same operatingsystems table!

Removed: pctypeid, isvnc, requires_manual_machine_config, ipaddress1, ipaddress2

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communications Table Structure (9 columns)

1. comid (PK)
2. machineid (FK)
3. comstypeid (FK)
4. address (VARCHAR - universal: IP, COM1, eth0, etc.)
5. port (for IP types)
6. macaddress (for network types)
7. description
8. settings (JSON - type-specific config)
9. isactive

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compliance Table Structure (15 columns)

1. complianceid (PK)
2. machineid (FK)
3. ongenetwork
4. gecoreload
5. assetcriticality
6. cuidataclassification
7. dodassettype
8. dodassetsubtype
9. otenvironment
10. managedbyvendorid (FK to vendors)
11. changerestricted
12. jumpbox
13. mft (Managed File Transfer)
14. notes
15. isactive

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warranties Table Structure (5 columns)

1. warrantyid (PK)
2. machineid (FK)
3. warrantyname
4. enddate
5. isactive

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relationshiptypes Table Structure (5 columns)

1. relationshiptypeid (PK)
2. relationshiptype ('Dualpath', 'Controlled By', 'Controls', etc.)
3. description
4. isbidirectional (1 for symmetric, 0 for directional)
5. isactive

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machinerelationships Table Structure (6 columns)

1. relationshipid (PK)
2. relationshiptypeid (FK)
3. machineid1 (FK to machines)
4. machineid2 (FK to machines)
5. notes
6. isactive

Key Feature: Both machines and PCs are in machines table, so any machine can relate to any other machine.

Example:

• Machines 2001 & 2002 are dualpath (relationshiptypeid=1)
• Both controlled by PC 500 (relationshiptypeid=2)

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Next Step

Create Phase 1 SQL Scripts (8 scripts + 8 rollback scripts)

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See DATABASE_MIGRATION_FINAL_DESIGN.md for complete specification.