Steps in the snapshot installation process

Understanding the individual steps in the installation process can help you identify and resolve any errors that occur during snapshot installation.

The following steps happen on the target server during the installation process.

Action taken on the target process server Description
1. Install the necessary library items and assets for the process application and referenced toolkits. The installation process deploys only those referenced toolkits that are not already on the target server. Default values for environment variables and exposed process values (EPVs) are set, and other design-time versioned assets (such as Portal searches) are created.
2. Send tracking definitions to the Performance Data Warehouse. The process server updates the Performance Data Warehouse with any new or changed tracking definitions.
3. Run the installation service for each toolkit. The installation service for each referenced toolkit must be started before the installation service for the referring toolkit.
4. Run the installation service for the process application. The installation service for the process application is the final installation service that is started.
5. Migrate data and process instances if there are running business process definition instances. The specific actions of this step depend on the migration option that you choose. The migration options are described in Migrating instances .
6. Activate scheduled undercover agents (UCAs).  
7. Deploy advanced content. If the snapshot has advanced content, then the advanced artifacts, such as SCA modules and libraries, are deployed to the process server.
8. On a connected process server, send a message saying the installation is complete. The user who initiated the installation can see the completion message in the Process Center Console.