Migrating Pega Product Composer for Healthcare entities from 7.13 to 7.21
To upgrade from Pega Product Composer for Healthcare 7.13 to 7.21, you run an upgrade utility as specified in the Pega Product Composer for Healthcare Upgrade Guide 7.13 found on the Pega Product Composer for Healthcare product page.
If you encounter issues, refer to these details about the upgrade utility and the activities that are involved in the upgrade.
Prerequisites
Before you upgrade the application, make sure that you follow these guidelines.
- In your Pega Product Composer for Healthcare application, make sure that all entities have a Pending-approval status and are saved in the database. Search for the entities that are not saved in the database. Run the flows and save them.
- Because all parameters that are related to this upgrade have been initialized in the PegaPCS-HC-USA-Work IntializeUpgradeParameters data transform rule, you need to modify the initialized values for any custom status or stages.
Running the upgrade utility
The upgrade utility consists of several activities that modify the characteristics of the migrated Pega Product Composer for Healthcare objects to the 7.21 stage-based environment so that the objects can operate seamlessly in the 7.21 environment.
- In Designer Studio, search for the UpgradeWrapperFor713-721 activity in the PegaPCS-HC-USA-Work class.
- Click to open the Run Activity: UpgradeWrapperFor713-721 page.
- Determine the mode in which you are running the utility:
- To run the utility in batch mode, select the BatchProcessing check box.
The utility runs asynchronously in a child requestor as a batch process and logs execution pattern and errors. All instances of all the entities are upgraded, based on a predefined order. - To run the utility in interactive mode, clear the BatchProcessing check box.
- To run the utility in batch mode, select the BatchProcessing check box.
- To change the default number of instances that you can upgrade for an entity, in the MaxRecordstoProcess field, enter a value. You can modify this number to a maximum of 10,000.
- If you are running the upgrade utility in batch mode, check the box for the entity that you are upgrading and click Run. Perform this step for each entity that you upgrade.
- If you are running the upgrade utility in interactive mode, upgrade the entities by using the sequence that is shown in this table. Upgrade all instances of all the prerequisite entities for a given entity before upgrading the entity. Failure to follow this order can cause inconsistent system behavior.
For example, before you upgrade a benefit set, you must successfully upgrade all the benefits, groupers, and networks entities. Similarly, before you upgrade a grouper, you must first successfully upgrade all the benefits in the system.
| Benefit | Grouper | Network | Benefit set | Policy term | Policy | Product template | Product | Plan | Plan bundle | |
|---|---|---|---|---|---|---|---|---|---|---|
| Benefit | ||||||||||
| Grouper | Y | |||||||||
| Network | ||||||||||
| Benefit set | Y | Y | Y | |||||||
| Policy term | Y | |||||||||
| Policy | Y | Y | ||||||||
| Product template | Y | Y | Y | Y | Y | Y | ||||
| Product | Y | Y | Y | Y | Y | Y | Y | |||
| Plan | Y | Y | Y | Y | Y | Y | Y | Y | ||
| Plan bundle | Y | Y | Y | Y | Y | Y | Y | Y | Y |
You can view all the information, including successful instances and errors encountered in the log. Should you experience any failures, refer to the table of activities in the next section.
Pega Product Composer for Healthcare utility activities
The Pega Product Composer for Healthcare upgrade utility uses a set of activities where each activity is designed for a specific purpose. The details of each activity are described in the following table. You might want to refer to these activities when you have failures during the upgrade. Based on the failure information, you can modify some of these activities to correct the failures.
| Serial number | Activity and description |
|---|---|
| 1 | Class: PEGAPCS-HC-USA-WORK Activity: UpgradeWrapperFor713-721 |
| Starting activity of the Upgrade Utility. It facilitates executing the utility as ‘Batch’ or ‘Interactive’ mode and displays confirmation for batch execution | |
| 2 | Class: PEGAPCS-HC-USA-WORK Activity: UpgradeEntitiesWrapper |
| Main activity that loops through each selected entity and display interactive mode execution summary | |
| Prepare a List of user selected entities | |
| Loop through each entity in the prepared list | |
| Get the list of work instances for entity on focus | |
| Call UpgradeInstance activity on each work instance in the list | |
| Prepare and show summary information for interactive mode execution | |
| 3 | Class: PEGAPCS-HC-USA-WORK Activity: UpgradeInstance |
| Activity which initiates the upgrade of an instance including work object and rule object | |
| Open the given Workinstance | |
| Call the UpgradeRejectionInstance activity when Workinstance has a Resolved-Rejected status | |
| Call the UpgradeRetirementInstance activity when Workinstance has a Resolved-Available status and has Retired=True | |
| For Workinstance which is not qualified for above activities, continue execution by removing assignments, Commit | |
| Change stage and set status to desired values accordingly as initialized in IntializeUpgradeParameters and | |
| accessible using D_UpgradeParameters | |
| Call UpgradeWorkItem activity | |
| Move to Manager\Approver - Action by triggering Stage-Approved ticket of respective Workinstance flow | |
| Save and commit Workinstance | |
| Add history on successful upgrade | |
| Call CaptureUpgradeLogs activity for both success and failure upgrade instances | |
| Handle failures and rollback changes | |
| 4.1 | Class: PEGAPCS-HC-USA-WORK-ACCELERATOR-BENEFIT Activity: UpgradeWorkItem |
| Entity level overloaded activity which upgrades the work-object and initiates the upgrade of rule-object | |
| Remove unwanted properties | |
| Set properties relevant to stage-based processing to benefit Workinstance and Workinstance.Benefit | |
| For rejected instance, get status for Ruleinstance as initialized in IntializeUpgradeParameters and accessible using | |
| D_UpgradeParameters | |
| Call the UpgradeRuleInstance activity | |
| Update Workinstance with successfully upgraded Ruleinstance | |
| 4.2 | Class: PEGAPCS-HC-USA-WORK-ACCELERATOR-GROUPER Activity: UpgradeWorkItem |
| Entity level overloaded activity which upgrades the work-object and initiates the upgrade of rule-object | |
| Remove unwanted properties | |
| Set properties relevant to stage-based processing to grouper Workinstance, Workinstance.Grouper | |
| For rejected instance, get status for Ruleinstance as initialized in IntializeUpgradeParameters and accessible using | |
| D_UpgradeParameters | |
| Call UpgradeRuleInstance activity | |
| Set properties relevant to stage-based processing to grouper Ruleinstance.Benefits | |
| Update Workinstance with successfully upgraded Ruleinstance | |
| 4.3 | Class: PEGAPCS-HC-USA-WORK-ACCELERATOR-NETWORK Activity: UpgradeWorkItem |
| Entity-level, overloaded activity which upgrades the work-object and initiates the upgrade of rule-object | |
| Remove unwanted properties | |
| Set properties relevant to stage-based processing to network Workinstance, Workinstance.Grouper | |
| For rejected instance, get status for Ruleinstance as initialized in IntializeUpgradeParameters and accessible using | |
| D_UpgradeParameters | |
| Call UpgradeRuleInstance activity | |
| Update Workinstance with successfully upgraded Ruleinstance | |
| 4.4 | Class: PEGAPCS-HC-USA-WORK-ACCELERATOR-BENEFITSET Activity: UpgradeWorkItem |
| Entity-level, overloaded activity which upgrades the work-object and initiates the upgrade of rule-object | |
| Remove unwanted properties | |
| Set properties relevant to stage-based processing to benefit set Workinstance, WorkInstance.BenefitSet, | |
| For rejected instance, get status for Ruleinstance as initialized in IntializeUpgradeParameters and accessible using | |
| D_UpgradeParameters | |
| Call the UpgradeRuleInstance activity | |
| Set properties relevant to stage-based processing to benefit set Ruleinstance.Benefits, Ruleinstance.Groupers, Ruleinstance.ChildItem, Ruleinstance.ChildItem.ChildItem and Ruleinstance.ChildItem.ChildItem.ChildItem | |
| Save Ruleinstance | |
| Update Workinstance with successfully upgraded Ruleinstance | |
| 4.5 | Class: PEGAPCS-HC-USA-WORK-ACCELERATOR-TERM Activity: UpgradeWorkItem |
| Entity-level, overloaded activity which upgrades the work-object and initiates the upgrade of rule-object | |
| Remove unwanted properties | |
| Set properties relevant to stage-based processing to term Workinstance and Workinstance.Term | |
| For rejected instance, get status for Ruleinstance as initialized in IntializeUpgradeParameters and accessible using | |
| D_UpgradeParameters | |
| Call UpgradeRuleInstance activity | |
| Update Workinstance with successfully upgraded Ruleinstance | |
| 4.6 | Class: PEGAPCS-HC-USA-WORK-ACCELERATOR-POLICY Activity: UpgradeWorkItem |
| Entity-level, overloaded activity which upgrades the work-object and initiates the upgrade of rule-object | |
| Remove unwanted properties | |
| Set properties relevant to stage-based processing to policy Workinstance and Workinstance.PolicyPage | |
| For rejected instance, get status for Ruleinstance as initialized in IntializeUpgradeParameters and accessible using | |
| D_UpgradeParameters | |
| Call the UpgradeRuleInstance activity | |
| Update Workinstance with successfully upgraded Ruleinstance | |
| 4.7 | Class: PEGAPCS-HC-USA-WORK-COMMERCIAL-MEDICAL-PTEMPLATE Activity: UpgradeWorkItem |
| Entity-level, overloaded activity which upgrades the work-object and initiates the upgrade of rule object | |
| Remove unwanted properties | |
| Set properties relevant to stage-based processing to product template Workinstance and WorkInstance.Product | |
| Set COB values on Workinstance | |
| For rejected instance, get status for Ruleinstance as initialized in IntializeUpgradeParameters and accessible using D_UpgradeParameters | |
| Call the UpgradeRuleInstance activity | |
| Set properties relevant to stage-based processing to product template Ruleinstance.AddedBenefitSet. Also in AddedBenefitSet, set PtBSAliasName and CreatedFrom to VersionIdentity | |
| Update Workinstance with Ruleinstance.AddedBenefitSet | |
| Set properties relevant to stage-based processing to product template Ruleinstance.CarveoutNetworks.Benefits | |
| Update Workinstance with Ruleinstance.CarveoutNetworks | |
| Set the properties relevant to stage-based processing to product template Ruleinstance.BenefitTree.Node and Ruleinstance.BenefitTree.Node.Node | |
| Update Workinstance with Ruleinstance.BenefitTree | |
| Set the properties relevant to stage-based processing to product template Ruleinstance.BenefitSetTree.ChildItem (PT), Ruleinstance.BenefitSetTree.ChildItem.ChildItem (NET), Ruleinstance.BenefitSetTree.ChildItem.ChildItem.ChildItem (BEN\GRP) and Ruleinstance.BenefitSetTree.ChildItem.ChildItem.ChildItem.ChildItem (BEN in GRP) by calling | |
| BenefitSetTreeUpgrade and BenefitSetTreeUpgradeForNetwork activities | |
| Update Workinstance with Ruleinstance.BenefitSetTree | |
| Update Workinstance with Ruleinstance.Product | |
| Save Ruleinstance | |
| 4.8 | Class: PEGAPCS-HC-USA-WORK-COMMERCIAL-MEDICAL-PRODUCT Activity: UpgradeWorkItem |
| Entity-level, overloaded activity which upgrades the work-object and initiates the upgrade of rule object | |
| Remove unwanted properties | |
| Set the properties relevant to stage-based processing to product Workinstance and WorkInstance.Product | |
| Set the COB values on Workinstance | |
| For rejected instance, get status for Ruleinstance as initialized in IntializeUpgradeParameters and accessible using | |
| D_UpgradeParameters | |
| Call the UpgradeRuleInstance activity | |
| Set properties relevant to stage-based processing to product Ruleinstance.AddedBenefitSet. Also in | |
| AddedBenefitSet, set PtBSAliasName to VersionIdentity | |
| Update Workinstance with Ruleinstance.AddedBenefitSet | |
| Set the properties relevant to stage-based processing to product Ruleinstance.CarveoutNetworks.Benefits | |
| Update Workinstance with Ruleinstance.CarveoutNetworks | |
| Set the properties relevant to stage-based processing to product Ruleinstance.BenefitTree.Node and | |
| Ruleinstance.BenefitTree.Node.Node | |
| Update Workinstance with Ruleinstance.BenefitTree | |
| Set the properties relevant to stage-based processing to product Ruleinstance.BenefitSetTree.ChildItem (PRD), Ruleinstance.BenefitSetTree.ChildItem.ChildItem (NET), Ruleinstance.BenefitSetTree.ChildItem.ChildItem.ChildItem (BEN\GRP) and Ruleinstance.BenefitSetTree.ChildItem.ChildItem.ChildItem.ChildItem (BEN in GRP) by calling | |
| BenefitSetTreeUpgrade activity | |
| Update Workinstance with Ruleinstance.BenefitSetTree | |
| Update Workinstance with Ruleinstance.Product | |
| Set the product Ruleinstance.CreatedFrom to Ruleinstance.BenefitSetTree.ChildItem(1).VersionIdentity | |
| Save Ruleinstance | |
| 4.9 | Class: PEGAPCS-HC-USA-WORK-COMMERCIAL-MEDICAL-CONTRACT Activity: UpgradeWorkItem |
| Entity-level, overloaded activity which upgrades the work object and initiates the upgrade of rule object | |
| Remove unwanted properties | |
| Set the properties relevant to stage-based processing to plan Workinstance, WorkInstance.Plan and WorkInstance.Product | |
| Set the COB values on WorkInstance.Product | |
| For a rejected instance, get status for Ruleinstance as initialized in IntializeUpgradeParameters and accessible | |
| using D_UpgradeParameters | |
| Set the properties relevant to stage-based processing to plan WorkInstance.BenefitTree.Node and | |
| WorkInstance.BenefitTree.Node.Node | |
| Call the UpgradeRuleInstance activity | |
| Set properties relevant to stage-based processing to plan Ruleinstance.Product.AddedBenefitSet. | |
| Set plan Ruleinstance SelectedProduct and SelectedCustomer updated with version | |
| Update Workinstance with Ruleinstance.Product.AddedBenefitSet | |
| Set the properties relevant to stage-based processing to plan Ruleinstance.Product.CarveoutNetworks.Benefits | |
| Update Workinstance with Ruleinstance.Product.CarveoutNetworks | |
| Set the properties relevant to stage-based processing to plan Ruleinstance.BenefitTree.Node and | |
| Ruleinstance.BenefitTree.Node.Node | |
| Update Workinstance with Ruleinstance.BenefitTree | |
| Set the properties relevant to stage-based processing to plan Ruleinstance.Product.BenefitSetTree.ChildItem (PLN), Ruleinstance.Product.BenefitSetTree.ChildItem.ChildItem (NET), Ruleinstance.Product.BenefitSetTree.ChildItem.ChildItem.ChildItem (BEN\GRP) and Ruleinstance.Product.BenefitSetTree.ChildItem.ChildItem.ChildItem.ChildItem (BEN in GRP) by calling | |
| BenefitSetTreeUpgrade and Call BenefitSetTreeUpgradeForNetwork activities | |
| Update Workinstance with Ruleinstance.BenefitSetTree | |
| Set the properties relevant to stage-based processing to plan Ruleinstance.Product | |
| Update Workinstance with Ruleinstance.Product | |
| Save Ruleinstance | |
| 4.1 | Class: PEGAPCS-HC-USA-WORK-ACCELERATOR-BUNDLE Activity: UpgradeWorkItem |
| Entity-level, overloaded activity which upgrades the work object and initiates the upgrade of rule object | |
| Remove unwanted properties | |
| For a rejected instance, get status for Ruleinstance as initialized in IntializeUpgradeParameters and accessible | |
| using D_UpgradeParameters | |
| Open a plan bundle data instance using Workinstance.Bundle reference | |
| Set the properties relevant to stage-based processing to plan bundle | |
| Set the plan names to plan bundle data instance | |
| Update Workinstance.Bundle with updated plan bundle | |
| Save the plan bundle instance | |
| 5.1 | Class: RULE-HC-PCS- Activity: UpgradeRuleInstance |
| Activity that upgrades the rule instance | |
| Open the Ruleinstance conditionally for BEN and other entities | |
| Set the properties relevant to stage-based processing to Ruleinstance | |
| Set the ruleset properties and DisplayDate | |
| Set the properties relevant to stage-based processing to Ruleinstance.ChildItem | |
| Save Ruleinstance | |
| 5.2 | Class: RULE-HC-TERM Activity: UpgradeRuleInstance |
| Overloaded activity that upgrades the PolicyTerm rule instance | |
| Open the Term Ruleinstance | |
| Set the properties relevant to stage-based processing to Ruleinstance | |
| Set the ruleset properties and DisplayDate | |
| Set the properties relevant to stage-based processing to Ruleinstance.SelectedBenefitRule | |
| Save Ruleinstance | |
| 5.3 | Class: RULE-HC-POLICY Activity: UpgradeRuleInstance |
| Overloaded activity that upgrades the Policy rule instance | |
| Open the Term Ruleinstance | |
| Set the properties relevant to stage-based processing to Ruleinstance | |
| Set the ruleset properties and DisplayDate | |
| Set the properties relevant to stage-based processing to Ruleinstance.SelectedBenefitRule | |
| Save Ruleinstance | |
| 5.4 | Class: PEGAPCS-DATA-PLAN Activity: UpgradeRuleInstance |
| Overloaded activity that upgrades the Plan instance | |
| Open the Term Datainstance | |
| Set the properties relevant to stage-based processing to Datainstance | |
| Set the ruleset properties and DisplayDate | |
| Set the properties relevant to stage-based processing to Datainstance.ChildItem | |
| Save Datainstance | |
| 6 | Class: @BASECLASS Activity: BenefitSetTreeUpgrade |
| Activity that upgrade BenefitSetTree in all four levels (PT\PRD\PLN, NET, BEN\GPR, GRP-BEN) | |
| Set the properties relevant to stage-based processing to 'this level' of instance | |
| Open the UnionDataObject using UnionDataObj reference | |
| Set the PCSRuleSetVersion to UnionDataObject | |
| Set the ruleset version details and COB details to UnionDataObject.UnionDataRule | |
| Set pyLabel of UnionDataObject.UnionDataRule.pyRuleVersionsList to PCSReleaseVersion | |
| 7 | Class: @BASECLASS Activity: BenefitSetTreeUpgradeForNetwork |
| Activity that upgrade BenefitSetTree in NET level | |
| Open the UnionDataObject using UnionDataObj reference | |
| Set PCSRuleSetVersion to UnionDataObject | |
| Set ruleset version details and COB details to UnionDataObject.UnionDataRule | |
| Set pyLabel of UnionDataObject.UnionDataRule.pyRuleVersionsList to PCSReleaseVersion | |
| 8 | Class: PEGAPCS-HC-USA-WORK Activity: UpgradeRejectionInstance |
| Activity that upgrades the rejected instances | |
| Remove the flow pages in the Workinstance | |
| Call the UpgradeWorkItem activity to trigger entity-level, overridden activity to upgrade relevant work object and rule | |
| object | |
| Change the stage and set status to desired values accordingly as initialized in IntializeUpgradeParameters and accessible using D_UpgradeParameters.Reject_Stage_Name | |
| Set Workinstance status to desired value as initialized in IntializeUpgradeParameters and accessible using | |
| D_UpgradeParameters.RejectionStatus | |
| 9 | Class: PEGAPCS-HC-USA-WORK Activity: UpgradeRetirementInstance |
| Activity that upgrade the retired instances | |
| Remove the flow pages in the Workinstance | |
| Call the UpgradeWorkItem activity to trigger entity-level, overridden activity to upgrade relevant work object and | |
| rule object | |
| Change the stage starting from Development, Implementation, Production and to Retirement as initialized in IntializeUpgradeParameters and accessible using D_UpgradeParameters.Retire_Stage_Name | |
| Set Workinstance status to a desired value as initialized in IntializeUpgradeParameters and accessible using | |
| D_UpgradeParameters.RetirementStatus | |
| Complete the retirement flow by set-ticket CompleteRetirement | |
| 10 | Class: PEGAPCS-HC-USA-WORK Activity: CaptureUpgradeLogs |
| Activity that logs the success or failure upgrade instances and accumulates failure information for the interactive execution summary | |
| Set the information required for LOG message and interactive summary display | |
| LOG success and failure upgrade instances | |
| Collect failure details of each instance in D_UpgradeSummary page |
The SaveNewRulePage is circumstanced with the property, .IsUpgrade=true. This activity is specific to the upgrade process and should not be used while running the normal flow execution. The IsUpgrade property is set to true in the UpgradeRejectionInstance activity and set to false while commiting the work instance.
The steps 15,16,17 and 19 are commented out in the SaveNewRulePage activity because there is no need to execute these steps while creating the rule instances for upgraded rejected entities.
Creating and using the IsUpgrade property is reserved for PCS upgrades.
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