Before You Begin
The Veeva Basics Migration Center is designed to help you be self-sufficient and successful in all steps of your migration.
Carefully review the provided instructions and videos to understand your responsibilities and the activities involved in migrating from your legacy system into Veeva Quality Basics.
Quality Basics Overview
Watch this video to learn more about Veeva Quality Basics: QualityDocs before you begin your Quality migration.
We highly recommend taking our role-based Quality training and using our Quality help to understand more about the system, fields on documents, object data, etc. These resources can help you as you fill out your migration templates.
Preparing for Your Migration
Before you begin your migration activities:
Review and identify the content and metadata to be migrated
Determine which data will be migrated and which will be created manually in Vault
Note The maximum number of document versions/objects we will help migrate is 100,000. In cases where the volume of documents/objects is below 20, Veeva recommends creating those manually.
Migrating from your legacy system into Veeva Quality Basics involves:
Uploading your files (source documents, renditions, etc.) to the File Staging Server
Filling out the migration template(s)
Throughout the migration process, customers are responsible for producing any required migration documentation. This may include a Migration Plan, typically drafted following Sandbox migration, and a Migration Summary Report, typically drafted following Production migration.
Veeva will provide a Migration Inventory, loader sheets, and log files upon Production completion to support your documentation.
Best Practices
Templates Provided
We have designed streamlined templates to help you migrate your core data.
Our migration templates can be filled out quickly, help ensure data entry is accurate, and get you up and running with Veeva Basics.
Veeva provides templates for you to easily migrate these core items:
| Documents | Quality/QMS Data | |
|---|---|---|
| Source | Organizations/Suppliers | |
| Versions | Departments | |
| Renditions | Qualifications | |
| Audit Trails |
Note About QMS Object Records
- QMS records such as Change Control, Audit Reports, Deviations, CAPAs should be classified and migrated as documents. Veeva recommends the following Classification: QMS Document. An applicable subtype may be selected depending on the records being migrated.
General Recommendations
Due to their complexity or less common use, Veeva does not recommend migrating the following:
| Item | Rationale |
|---|---|
| Document Links, Document Relationships & Binders | Due to their complexity, we do not recommend that you migrate Document Links, Document Relationships, or Binders. |
| Individual Documents Attachments | Supplementary documents can be loaded as documents and then later related or attached manually after migration completion. |