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Data Migration Prerequisites

Updated on December 12, 2023


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

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Complete these data migration prerequisites before migrating your data.  When you are ready, work with the Pega team to complete the data migration.

If there are multiple databases, the prerequisites must be completed separately for each database.

Provision Database Migration Tooling and Windows Instance

Pega provisions the database migration tooling environments and Windows instance in your Pega Cloud VPC.  This lets you connect and work directly with the environments and the databases within it.

See the Data Migration Prerequisites appendix for step-by-step instructions to perform the Data Migration Prerequisites.

Enable Access to Source Database

After provisioning the data migration tooling, Pega shares the Windows instance and replication IP addresses needed to connect to the source database.  Configure your source infrastructure to allow remote connections from these IP addresses to the source database.  

Ensure that connectivity from these endpoints on the proper ports can be established between your source infrastructure and the Pega Cloud environment.

Configure Source Database Permissions

Create a user with the appropriate permissions for the database migration tooling to access the source database.  Share the database details with the Pega Cloud team. For more information, see the Migration Checklist

Test Connectivity to Data Migration Tools

Establish connectivity between your source infrastructure and the Pega Cloud environment. Pega tests connectivity between the data migration tools and your source database. If required, Pega works with you to troubleshoot and resolve any connectivity issues.

Prepare Source Database

Pega runs queries on the source database to identify any tables without primary keys, that also have BLOB data.  Add primary keys to any tables that Pega identifies.

Check for partitioned tables. Partitioning is not supported on Pega Cloud.  Convert partitioned tables to flat tables before migration.

Remove any special characters in column names.


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