Pipeline Template Creation Using Visual Tools - Cloud Migration Factory on AWS
Check PrerequisitesTemplate ComponentsData AttributesImportant ConceptsCreating templates in DrawIOCreating Templates in Lucid Chart

Pipeline Template Creation Using Visual Tools

This section describes how to create Cloud Migration Factory pipeline templates using visual diagramming tools. The solution supports template creation using either DrawIO or Lucid Chart.

Check Prerequisites

  • Access to either DrawIO or Lucid Chart diagramming tool

  • Access to your Cloud Migration Factory environment

  • List of valid automation script IDs from your CMF instance

Template Components

A pipeline template consists of the following core components:

Element Type Shape Use When…​

Start Node

Circle

Indicating the start of a flow and when indicating the start of a branch

Automated Task

Rectangle

Indicating that the automation exists already as part of the automation library of CMF

Manual Task

Rectangle

Indicating that the task at hand is manual

Connection

Line/Arrow

Shows task sequence

Data Attributes

Each shape requires specific attributes for CMF conversion:

Element Type Required Attribute Example

Start Circle

Start

"Start": "Wave 1 Migration"

Automated Task

TaskType, AutomationID

"TaskType": "Automated", "AutomationID": "<VALID_CMF_SCRIPT_NAME>"

Manual Task

TaskType

"TaskType": "Manual"

Important Concepts

Before creating your diagram, understand these key elements that enable successful conversion to CMF templates:

  1. Template Naming

    1. Your diagram’s tab/sheet name becomes your CMF template name.

    2. Names must be unique across CMF.

    3. Each tab creates a separate CMF template, allowing you to design multiple templates in a single file.

  2. Task Naming

    1. The task name will be identical to the text/label you give to each shape in your diagram.

    2. Ensure each task has a unique and descriptive label for clear identification.

  3. Attribute Requirements

    1. TaskType must be exactly "manual" or "automated"

    2. AutomationID must match existing CMF scripts name

    3. Start circle’s "Start" property defines template description

Creating templates in DrawIO

  1. Create Start Node:

    1. Drag a Circle shape onto the canvas

    2. Double-click and label it "Start"

      1. Add Start attribute:

        1. Right-click circle → Edit Data

          DrawIO Shape Right-click panel

          create drawio right click panel

        2. Add Data Attribute key "Start" and value (e.g., "Wave 1 Migration")

          DrawIO Shape Data

          create drawio shape data

  2. Manual Task:

    1. Drag a Rectangle shape onto the canvas

    2. Double-click and add a descriptive label

    3. Add attributes:

      1. Right-click rectangle → Edit Data

      2. Add Data Attribute key "TaskType" with value "Manual"

        DrawIO Manual Task Configuration

        create drawio manual task data

  3. Automated task:

    1. Drag a Rectangle shape onto the canvas

    2. Double-click and add a descriptive label, this will be Task Name in CMF

    3. Add attributes:

      1. Right-click rectangle → Edit Data

      2. Add Data Attribute key "TaskType" with value "Automated"

      3. Add Data Attribute key "AutomationID" with a valid CMF script name.

        1. To find valid AutomationID:

          1. Log into CMF portal

          2. Navigate to "Scripts" under Automation in the left navigation bar

          3. Browse or search for your desired script

            CMF Scripts List

            scripts list

          4. Use the script name as your AutomationID in your diagram

            DrawIO Automated Task Configuration

            create drawio automated task data

  4. Set template name

    1. Rename the diagram tab to your desired template name

  5. Saving & Exporting

    1. File → Save As → Format: .drawio

  6. Uploading to CMF

    1. Log into CMF portal

    2. Navigate to "Pipeline Templates" in the left navigation bar

    3. Click on "Actions" and select "Import"

      Pipeline Templates Action→Import

      pipeline template action import

    4. Choose your saved .drawio file

    5. Click "Submit" to complete the import

      Template Import Submit

      pipeline template import submit

After drawIO import is complete

  1. A new template will be created under Pipeline Templates

  2. To see how your diagram attributes are converted in CMF:

    • Locate your newly created template in the Pipeline Templates list

    • Click on the template to open it

    • You’ll see a visual representation of your workflow under Visual task Editor

      Pipeline Template Visual Task Editor

      pipeline template visual

    • Each shape from your diagram is now a task in CMF

    • Click on a task to view its details:

      • Task names correspond to the labels you gave shapes

      • For automated tasks, you’ll see the assigned AutomationID under Scripts dropdown.

        Pipeline Template Task Edit

        pipeline template task edit

Creating Templates in Lucid Chart

Follow these steps to create pipeline templates using Lucid Chart:

  1. Create Start Node

    1. Drag a Circle shape onto the canvas

    2. Double-click and label it "Start"

    3. Add Start attribute:

      1. Click the data icon (marked by red arrow in UI)

      2. Select the "Data" tab

      3. Add Data Attribute key "Start" and value (e.g., "Rehost Servers")

        Lucid Chart Start Node Configuration

        create lucid data tab

  2. Add Manual Tasks

    1. Drag a Rectangle shape onto the canvas

    2. Double-click and add a descriptive label

    3. Add attributes:

      1. Click the data icon

      2. Select the "Data" tab

      3. Add Data Attribute key "TaskType" with value "Manual"

        Lucid Chart Manual Task Configuration

        create lucid manual task data

  3. Add Automated Tasks

    1. Drag a Rectangle shape onto the canvas

    2. Double-click and add a descriptive label

    3. Add attributes:

      1. Click the data icon

      2. Select the "Data" tab

      3. Add Data Attribute key "TaskType" with value "Automated"

      4. Add Data Attribute key "AutomationID" with a valid CMF script name

        1. To find valid AutomationID:

          1. Log into CMF portal

          2. Navigate to "Scripts" under Automation in the left navigation bar

          3. Browse or search for your desired script

            CMF Scripts List

            create drawio scripts list

          4. Use the script name as your AutomationID in your diagram

            Lucid Chart Automated Task Configuration

            create lucid automated task data

  4. Set template name

    1. Rename the diagram tab to your desired template name

  5. Saving & Exporting

    1. File → Export → CSV of Shape Data

  6. Uploading to CMF

    1. Log into CMF portal

    2. Navigate to "Pipeline Templates" in the left navigation bar

    3. Click on "Actions" and select "Import"

      Pipeline Templates Action→Import

      pipeline template action import

    4. Choose your saved lucid file

    5. Click "Submit" to complete the import

      Template Import Submit

      pipeline template import submit

After Lucid import is complete

  1. A new template will be created under Pipeline Templates

  2. To see how your diagram attributes are converted in CMF:

    • Locate your newly created template in the Pipeline Templates list

    • Click on the template to open it

    • You’ll see a visual representation of your workflow under Visual task Editor

      Pipeline Template Visual Task Editor

      pipeline template visual

    • Each shape from your diagram is now a task in CMF

    • Click on a task to view its details:

      • Task names correspond to the labels you gave shapes

      • For automated tasks, you’ll see the assigned AutomationID under Scripts dropdown.

        Pipeline Template Task Edit

        pipeline template task edit