Step11: Migrate Process Designer data

You can use the data migration tool to migrate data from legacy process records to new process records within the same Service Manager system. It is not used to migrate data across different Service Manager systems. You can configure the migration tool from the GUI, and it requires administrator privileges.

The migration tool allows an operator to configure the field/value mapping between two files. It also covers customized fields. The out-of-box Process Designer provides several sample migration scripts that you can choose to use according to your migration scenario.

Caution During data migration, there are no dependencies between the modules, however the scripts for each specific module must be executed in the listed order.

Module Script
PD Framework
  1. Legacy change model taskplanner data to new taskplanner
  2. Legacy change instance taskplanner data to new taskplanner
  3. Legacy change/task data to new taskplanner

Problem
  1. Legacy problem to new problem
  2. Legacy problem task to new problem task
  3. Legacy known error to new known error
  4. Legacy Process Designer known error to new Process Designer known error

  5. Legacy known error related record migration
  6. Legacy known error attachment to new known error attachment
Service Level Agreement
  1. Legacy SLA to new Agreement
Service Catalog
  1. Legacy Catalog Items to new Catalog Items

If further migrations are needed, an administrator can use these samples to define their own. Considering that some tables typically have a large data volume, the Data Migration tool supports an SQL batch update mode to ensure good performance.

Note We recommend  that you back up the production data before migration.

Run the scripts for specific modules as follows:

Module 9.3x non PD 9.3x PD3 9.3x PD4 9.40 Classic / 9.41 Classic 9.40 Codeless / 9.41 Hybrid / 9.41 Codeless
PD Framework Legacy change model taskplanner data to new taskplanner      
Legacy change instance taskplanner data to new taskplanner      
Legacy change/task data to new taskplanner      
Problem Legacy problem to new problem    
Legacy problem task to new problem task    
Legacy known error to new known error    
Legacy PD known error to new PD known error        
Legacy known error related record migration    
Legacy known error attachment to new known error attachment    
Service Level Agreement Legacy SLA to new Agreement    
Service Catalog Legacy Catalog Items to new Catalog Items