Migrating the configuration from the source environment

Migrate the configuration information from your source environment so that you can start with the same configuration when you create your target environment. Later, you will use the IBM BPM Configuration editor to configure the environment that you want.

Figure 1. Sample environment after V8.5.5 is installed on the target and BPMConfig -migrate is run. The output folder is being copied to the target environment. The source environment is running and transferring data to and from its databases. The target has been created but does not contain a deployment environment.

The details of the diagram are provided in the figure caption.

Before you begin

If the source environment is a network deployment environment, ensure that the deployment manager, nodes, and deployment environment have been started. If the source environment is a stand-alone environment, ensure that the stand-alone server has been started.

About this task

Run the BPMConfig -migrate command to export the configuration information from the source environment and generate the properties file. You will later configure your new environment with the IBM BPM Configuration editor. The changes that you make in the editor are saved to the properties file and used to create the target environment that you want.

Procedure

If you modified the 100Custom.xml file for Process Server or Performance Data Warehouse, make sure that the 100Custom.xml files on the managed node are in sync with the 100Custom.xml files on the deployment manager. If not, manually copy the 100Custom.xml files from the node profile to the deployment manager profile.
You must perform this step because the BPMConfig -migrate command reads the 100Custom.xml file from the deployment manager profile only. The command exports the 100Custom.xml files for Process Server and Performance Data Warehouse from the deployment manager profile to the snapshot folder.

All customized .xml files in the /config folder are merged, and PDW_100SourceCustomMerged.xml and ProcessServer_100SourceCustomMerged.xml files are created in the output directory that you chose. The XML files are merged in a sequence where those starting with a letter of the alphabet are merged before those that start with numbers, which are merged in numeric order. For more information about which files are merged and the sequence that is used, see the comments in 100SourceCustomMerged.xml.

If you modified any configuration files under the /config/system folder, such as 99Local.xml or 00Static.xml, directly on the source environment, the customization in these files will not be migrated, and you must apply the same customization to the target at post migration.

Migrate the configuration information from your source environment and generate the properties file.

If you installed the new version of the product on the same computer as the source environment, run the following command in the target environment:
```
BPM_home_8.5/bin/BPMConfig -migrate -wasHome source_installation_directory -profile profile_name -outputDir path_to_configuration_folder
```
If you installed the new version of the product on a different computer and copied the migration files to the source environment, run the following command in the source environment on the computer where the deployment manager or stand-alone server is deployed:
```
remote_migration_utility/bin/BPMConfig -migrate -wasHome source_installation_directory -profile profile_name -outputDir path_to_configuration_folder
```

where:

source_installation_directory is the full path to the previous installation in the source environment.
profile_name is the name of the stand-alone profile.
path_to_configuration_folder is the full path to the folder where you want to put the configuration files.

For example:

BPMConfig.sh -migrate -wasHome /opt/Lombardi72/AppServer/ -profile server01 -outputDir /home/user_name/72configuration

You are prompted for some information about the target environment you want, such as the topology, whether to use multiple buses, and the number of nodes. After the command finishes successfully, you see information similar to the following information:

Logging to file path_to_log_file.

Initializing context for export...
Input the source process server cluster name: twprocsvr_cluster
Input the source performance data warehouse cluster name: twperfsvr_cluster

You are using BPMConfig to migrate from product version to IBM BPM 8.5.7.0.

Choose the deployment environment type for the target environment:
1. Standard
2. Advanced
Input option number: 1

Choose the topology for the target environment:
1. Single Cluster
2. Three Clusters

Input option number: 2

Input the node number for the target environment: 1

Exporting security information...
Exporting data source information...
Exporting WebSphere Lombardi XML information...
Exporting performance tuning parameters...

The command completed successfully.

Copy the output folder to the target environment. The output folder contains files similar to the following files:

Table 1. Files for migration
Sample name	Description
DE1-Standard-PC-ThreeClusters-DB2.properties	The properties file containing the configuration information from your source environment. You will use this file when you configure the target environment. You can see a list of the properties in the Configuration properties for the BPMConfig command topic.
ldap_additional_properties.xml	If you use a federated repository and an unencrypted LDAP connection in the source environment, additional properties of the LDAP server are copied from the source environment to be migrated to the target environment.
PDW_100SourceCustomMerged.xml and ProcessServer_100SourceCustomMerged.xml	If you have XML configuration properties files, they are copied from the source environment to be migrated to the target environment.

Note: In the properties file that contains the configuration information from your source environment, look for endpoint information that contains the load balancer information from the source configuration. Make sure that the host name and ports will be reused for the target environment. For example, if a web server or a load balancer is configured in the source environment, you will see the following lines in the properties file:

bpm.de.processServer.processAdminPrefix=http://webserver.austin.ibm.com:80/ProcessAdm
bpm.de.processServer.teamworksWebAppPrefix=http://http://webserver.austin.ibm.com:80/teamworks
bpm.de.processServer.defaultNamespaceUri=http://http://webserver.austin.ibm.com:80/schema/
bpm.de.processServer.commonPortalPrefix=http://http://webserver.austin.ibm.com:80/portal

If you are using a different web server for the target environment, modify the host name and ports in these lines. The migration code does not use the changes made directly in the 99local.xml file. If you have not used the 100custom.xml file to override the default values, you will not see the these lines in the properties file and you can configure the endpoints after the target environment is configured. See Customizing IBM BPM to work with a web server.

Note:

Some XML security configuration properties are moved to the WebSphere® Application Server configuration files automatically. These properties are exported to the properties file and will be moved to the WebSphere Application Server configuration files when you run BPMConfig -create. Refer to Security configuration properties for a list of the properties that have been moved.