We have other deployments that are migrating from ledger-based systems
to Mifos. (IIRM, for example).
The answers below are a little more vague than I'd like to provide, but
I'll try to come up with something more complete. In brief, though:
1) Some portion of the GK tools may be useful to you (it looks like some
files may have been taken down-I'll see if I can find them or re-post
them). However, ass you are going to 1.1, the schema changes and
additions will mean you'll need different processes.
The most important step-and you may be well into this portion-is getting
the data mapping and data clean-up correct. In my experience, the
mechanics of the SQL are not nearly as difficult as mapping and cleaning
the data, whether you write custom scripts or use an existing ETL tool.
Mapping requires a pretty thorough understanding of how both the legacy
and new systems are used. It sounds like you already have some good ETL
ideas, but perhaps others can chime in?
2) You can import historical data into the system.
a. Again, the mapping is the key in this area-i.e. understanding
how you will use the historical data for reporting. If the data will
truly be used for reporting and decision-making, it's worth keeping. If
you find-as can often be the case in data migration scenarios-that you
can report adequately off archived data and/or the data will not be used
frequently, the extra effort may not be worthwhile. If your goal is to
use loan history for evaluation of future loans for existing clients,
then you will want to investigate migrating the results of previous
loans into Mifos.
b. My assumption would be that you want to migrate all active loans
into the system. This process is possible, and looking at GK mapping
may be extremely helpful.
3) We have been discussing this process. I think now that 1.1 is
coming out and Mifos will be more stable and better built, the processes
will get more repeatable. As always (like GK has done), we'd love the
successes and non-successes to be documented for the community.
Again-these answers are quick. I'll see what other information I (or
others!) can provide.
Thanks --aB
________________________________
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] On Behalf Of
Soham Dhakal
Sent: Monday, December 24, 2007 11:27 AM
To: 'Mifos functional discussions'; 'Developer'
Subject: [Mifos-developer] Questions around data migration/ initial
setup ofmifos
Hi All,
As part of our detailed gap analysis, we are trying to figure out ways
to get the existing data (manual) into mifos. I searched on the website
and also the mailing list to get some ideas. I found a link
http://mifos.org/knowledge/deployment-project-pages/grameen-koota/data-m
igration
but it does not have anything listed. Are there some other documentation
with regards to this. I am looking at Kettle to see how to integrate it
but i am not too familiar with it.
Here are some things we are trying to address, please provide your input
as to how these are being accomplished by others..
1. We would like to import all the client information from a csv file
(client demographics, Group information, Center information, Branch
information), or something similar, has anyone written scripts to do
this?
2. How to import existing loans into the system
a. Old loans that have been completed. - Do we import all the
previous loan cycles (does mifos even allow this, I mean how will all of
the different transactions related to a loan be updated)?
b. Loans that are ongoing but have installments remaining.
3. Should we have a standard process for migration into Mifos? What i
mean is that regardless of the existing system, we have standard formats
(csv, xml?) that can be imported into mifos through import scripts. So
the only thing MFIs would have to consider is dumping out their existing
data in the format recognized by mifos.
Thanks
Soham
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