Upgrading Workflow processes

Article:HOWTO44050  |  Created: 2011-03-10  |  Updated: 2011-03-10  |  Article URL http://www.symantec.com/docs/HOWTO44050
Article Type
How To


Subject


Upgrading Workflow processes

If you already have a Workflow Server running on a Symantec Management Platform computer, installing Workflow does not upgrade Workflow Server. Upgrading Workflow Server would break running processes. Instead, the Workflow installation adds a message in the Symantec Management Console that the Workflow Server should be upgraded manually.

Symantec recommends that you schedule a service stop, upgrade Workflow Server, test the published processes, and then resume the service.

Warning:

You can disrupt currently-running processes by installing Workflow if you do not keep the same persistence settings. Ideally, you should use the same persistence settings for Workflow that you used for the earlier versions of Workflow. During installation you can set the persistence setting for Workflow. If the persistence settings in the earlier versions of Workflow are not supported in the current version of Workflow, version your projects so that you do not overwrite the currently-running processes.

See Determining a project's persistence settings.

See Versioning a process.

Table: Process for upgrading Workflow processes

Step

Action

Description

Step 1

Back up your projects

Create packages for all your projects, and store these packages on a safe directory.

For more information on creating a project package, see the Symantec Workflow Solution User Guide.

Step 2

Back up the Ensemble database

Create a backup of your Ensemble database. Store the database backup on a safe directory.

Step 3

Install Workflow on a testing computer

When you install Workflow on your testing computer, make sure that you do the following:

  • Use the same Workflow persistence settings as in your earlier version of Workflow configuration.

    See Determining a project's persistence settings.

    If you use the persistence settings that are not supported by Workflow, version your projects.

    See Versioning a process.

  • Set Workflow to have access to a Symantec Management Platform server (Notification Server).

Step 4

Revise your projects

Open each project and make the necessary changes for it to be compatible with Workflow and the Symantec Management Platform. Change any old Notification Server components and settings.

If possible use the same persistence setting for your Workflow projects as you used for your earlier versions of Workflow projects.

See Determining a project's persistence settings.

Step 5

Publish revised projects to Workflow testing computer

Publish the revised projects to the Workflow testing computer.

For more information on publishing projects, see the Symantec Workflow Solution User Guide.

Step 6

Test revised projects

Conduct thorough tests to ensure that your projects work properly in a Workflow and Symantec Management Platform environment. If you encounter any problems, fix the project and republish.

Warning:

Publishing untested processes in a production environment can cause significant problems. Symantec recommends that you test all processes thoroughly, before you publish them to a production environment.

Step 7

Install Workflow on a production computer

When you install Workflow on your production computer, make sure that you use the same persistence settings as in your earlier version of configuration.

See Determining a project's persistence settings.

Step 8

Publish revised projects to production computer

Publish all of your revised projects to the Workflow production computer.

For more information on publishing projects, see the Symantec Workflow Solution User Guide.


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