Data migration rules

If running instances of the business process definitions that you are installing are discovered on the target process server, the target server migrates data according to the migration option you choose.

See Migrating instances to understand the migration options available when running instances are discovered.

Regardless of the migration option you choose, the process server copies environment variables from the installed snapshot or snapshots. If environment variable values have been changed from the defaults, the values most recently set are the ones used. In the case where an installation service sets the values, those values are considered the most recent and are the values used.

If you choose to migrate running process instances to a new version (snapshot), the process server performs the following actions:

• Copies exposed process values (EPVs) from all installed snapshots. If EPVs have been changed from the defaults, the values most recently set are the values used. In the case where an installation service sets the values, those values are considered the most recent and are the values used.

  Note: EPVs in referenced toolkits are copied only if the referenced toolkit is not already available on the target server.

• Copies participant groups that map to a list of users. The process server copies users from the snapshot with the most recent date.

  Note: Users are copied only if participant groups are empty. This ensures that users added by an installation service prior to migration are not overwritten.
• Moves the Default designation from the snapshot of the running instances to the newly installed snapshot. This action takes place only if the snapshot of the running instances has previously been designated the Default snapshot.
• Deactivates the snapshot that originally contained the running instances.