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Appendix: Data Migration Prerequisites

Updated on December 12, 2023

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This content applies to On-premises, Client-managed cloud and Pega Cloud environments

REQUIRED ACTIONS	DATE COMPLETED	DATE COMPLETED
REQUIRED ACTIONS	CLIENT	PEGA
Provision data migration tooling environments in the VPC for connecting and working directly with the environments and databases in the VPC.	N/A
Pega shares the windows box and replication instance IP with the Client.	N/A
Client adds the replication instance IP to the allow list to allow remote connections to the on-prem database.		N/A
Create a user with the appropriate permissions to access the source database and share the database details. Oracle Database Migration Service https://docs.aws.amazon.com/dms/latest/userguide/CHAP_Source.Oracle.html Schema Conversion Tool https://docs.aws.amazon.com/SchemaConversionTool/latest/userguide/CHAP_Source.Oracle.html Postgre SQL Database Migration Service https://docs.aws.amazon.com/dms/latest/userguide/CHAP_Source.PostgreSQL.html Schema Conversion Tool https://docs.aws.amazon.com/SchemaConversionTool/latest/userguide/CHAP_Source.PostgreSQL.html MySQL Database Migration Service https://docs.aws.amazon.com/dms/latest/userguide/CHAP_Source.MySQL.html Schema Conversion Tool https://docs.aws.amazon.com/SchemaConversionTool/latest/userguide/CHAP_Source.MySQL.html SQL Server Database Migration Service https://docs.aws.amazon.com/dms/latest/userguide/CHAP_Source.SQLServer.html Schema Conversion Tool https://docs.aws.amazon.com/SchemaConversionTool/latest/userguide/CHAP_Source.SQLServer.html DB2 (LUW) Database Migration Service https://docs.aws.amazon.com/dms/latest/userguide/CHAP_Source.DB2.html Schema Conversion Tool https://docs.aws.amazon.com/SchemaConversionTool/latest/userguide/CHAP_Source.DB2LUW.html		N/A
Pega tests connectivity between data migration tools and Source Database and troubleshoots connectivity issues, if any.	N/A
Download DB clients based on the requirement and install them on the Windows box. Additionally, download DB driver jars as required. Also download the target version Pega build.	N/A
Enable SSL Connection between Windows Box and client endpoint (if required) Generate and exchange certificates for source and destination endpoints Install certificates on source and destination endpoints
Pega tests connectivity between data migration tools and Source Database and troubleshoots connectivity issues, if any.	N/A
Download and install the latest version of AWS SCT tool in the Windows box for DB schema conversion. https://docs.aws.amazon.com/SchemaConversionTool/latest/userguide/CHAP_Installing.html	N/A
Run queries in the source DB to identify any tables without primary keys, and those having BLOB data. Share the results with the client.	N/A
Apply primary keys to tables that have BLOB data. Check for database partitioning tables used in the application. Note: Partitioning is not supported in Pega Cloud. Pega recommends converting to flat files before migration.		N/A

Previous topic Appendix: Migration Checklist
Next topic Appendix: Migrating Pega Marketing/CDH

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