About the Product Migration wizard

Before using the wizard, do the following:

• In your source system, verify that the PegaDiagnosticUser security role is defined for your Process Commander server node. Also confirm that an instance of the Data-Admin-System-Security class exists with this security role as the key. The user and password information must match the ones specified by the Web server console for this security role. Normally, this security role is configured during installation of your Process Commander server. For more information, see the Installation Guide for your platform.
• Verify that v5.4 or later is installed on your target systems.
• Validate the connections between the source system and target systems.
• Refer to How to create a product ZIP file for information on how to prepare a product rule for archiving to a ZIP file. However, do not use the Product rule form to create the ZIP file.

Select> System > Tools > Migrate Product to start the Product Migration wizard and create a Migration Request cover work object; the resulting work object ID has the prefix pxMigReq. The Step 1: Products and Targets form appears.

If your system contains unresolved migration requests, select one from the worklist that appears (see Managing requests below).

In the Step 1 form, specify the product and version, and, optionally, a product patch. Then identify one or more target systems.

1. Click Next>> to move to the Step 2: Authentication wizard form. Enter the ID and password needed to authenticate access to each of the target systems.
2. Click Finish to submit the request and begin the migration process, which includes:
   • Creating the product ZIP file, which uses the following naming convention:<product name _version number[-patch number] >. For example: MyProd-Classgroup_01-01.zip or MyProd-Classgroup_01-01-99.zip.
   • Creating work object IDs for each of the destination systems, using a prefix of pzMigDest.

When you submit the request, the source system creates a ZIP archive file. It also creates a covered work object for each target system. The process then attempts to make a connection to each target system and place the ZIP file on its ServiceExport directory.

• If the connection succeeds and the file is successfully loaded onto the server, the work object is resolved.
• If the connection fails or the file is not loaded due to system error, the work object status is Pending. You can either retry the connection or cancel the connection attempt, which withdraws and resolves the work object.

Rather than having to re-enter the host name, context root, and port number each time you submit a migration request, you can create a list of saved target systems. This allows you to select the systems you want to export to.

You add the target systems to the list by creating instances of the Data-Admin-System-Targets rule. To create a new System Target instance:

1. Using the Class Explorer, navigate to the Data-Admin-System-Targets class.
2. Click the new instances icon on the toolbar.
3. In the New form, enter a name for the target system and click Create.
4. In the rule form, enter:
   • Process Commander server name (machine name or IP address)
   • Server port number such as 8080
   • Server context root name such as prweb or prweb.war
5. Save the rule.

The information displays in the Specify Target Systems list in the Step 1. Product and Targets form.

• If you have created a migration request and exited the wizard and did not click Cancel, the request appears as unresolved item in a worklist when you start the wizard again. Select an item to open the Product and Targets form and resume the migration request. Values you may have entered before exiting are not retained.

  If you created a new target system rule instance after the original request was created, the system does not appear in the Specify Target Systems list.

• To delete a request in the list, click the item to open the wizard form. Then click Cancel to withdraw the request and resolve it.
• To create a new request from the list, click New. The Step 1. Select a Product form appears.