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 RIM Basics.
RIM Basics Overview
Watch this video to learn more about Veeva RIM Basics before you begin your RIM migration.
We highly recommend taking our role-based RIM training and using our RIM help to understand more about the system, fields on documents, RIM core data, submissions, etc. These resources can help you as you fill out your migration template.
What Gets Stored in Veeva RIM Basics?
Data - Regulatory information represented in Vault, for example, product data, study data, application, and submission data
Documents - Source content, templates, and published files sent to Health Authorities, for example, source content files, document templates, correspondences, and submissions archives
Submission Attachments - Not stored in the Vault library, but attached to submission data, for example, ESG receipts from the FDA, Health Canada, and EMA Centralized Procedure submissions
Understanding Your Documents
Before identifying your content for migration, it is important to understand how your documents will be categorized:
Source Documents - Documents that are part of a submission that has not yet been submitted to a Health Authority. These are migrated individually into the Vault document library.
Submission Archives — Documents that have already been sent to a Health Authority as part of a submission. These are migrated as a complete published dossier in zip format using the Submission Archive process.
Identifying which of your documents fall into each category before you begin will help you complete your migration activities.
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 RIM Basics involves:
Uploading your files (source documents, 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:
| High Volume Data |
|---|
| Documents |
| Submissions |
| Submission Archive |
| Submission Receipts |
General Recommendations
Due to their complexity or less common use, Veeva does not recommend migrating the following:
| Item | Rationale |
|---|---|
| Core RIM Data | Stage Core RIM data manually. Much of the core data in RIM is very low volume and should be set up manually in Sandbox. Once data is set up in Sandbox, Veeva Basics Migration team helps with the export of this data for migration into Production. |
| 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. |