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- Upgrade tasks on the development environment
- Step 1: Duplicate the production environment
- Step 2: Upgrade server and client
- Step 3: Perform preparatory tasks
- Step 4: Load the applications upgrade files
- Step 5: Run the Upgrade Utility
- Step 6: View the upgrade results
- Step 7: Manage the upgrade result data
- Step 8: Resolve exceptions
- Step 9: Resolve conflicts
- Step 10: Perform additional manual tasks
- Step 11: Migrate Process Designer data
- Step 12: Return the system to normal operation
- Step 13: Test the development environment
- Step 14: Back up the system
- Step 15: Build a custom upgrade
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 |
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PD Framework |
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Problem |
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Service Level Agreement |
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Service Catalog |
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Configuration Item |
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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 | |
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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 | √ | √ | √ | √ | √ |
Configuration Item | Legacy configuration item to new configuration item | √ | √ | √ | √ | √ |
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