Custom Workflow migration - Best Practice

Products

• CA Identity Manager
• CA Identity Governance
• CA Identity Portal

Issue/Introduction

As part of Identity Manager migration, we require to transfer all custom workflows from the old server to the new one.
How can this be done?

Environment

IM 14.x

Resolution

Best pracrices for migrating workflows between environments, we would recommend to
1. Start with a clean WF DB on the new (14.1) system - as indicated previously this can be accomplished by triggering "IAM Suite\Identity Manager\tools\Workpoint\install\CreateDatabase.bat" or to clean an existing workpoint database you need to run the following statements and the script:
a. IAM Suite\Identity Manager\tools\Workpoint\database\\wp_dropfk.sql
b. IAM Suite\Identity Manager\tools\Workpoint\database\\wp_drop_tables.sql
c. IAM Suite\Identity Manager\tools\Workpoint\install\CreateDatabase.bat

2. Using the Designer on the old 12.6 system, export the desired WF processes using File > Export menu - you can select multiple workflows etc
3. Using the Designer on the new 14.1 system, import the desired WF processes using File > Import menu - you can select multiple workflows etc

Additional Information

During the import, it is possible to observer an  "A duplicate key violation has occurred" error , in which case

1. If the destination db is new and empty:
You have to import with "treat all objects as new objects."

2. If the destination db is not empty and contains exact same definitions as the initial Workpoint db that has been modified and exported.
You have to import with "overwrite existing objects."

3. If the destination db is not empty and contains different definitions than the Workpoint db that has been modified and exported.
You have to import with "treat all objects as new objects."