Defining the instance migration policy by using the Process Center console

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When you migrate from one snapshot to another, you can use the IBM Process Center console to define an instance migration policy for deleting or moving orphaned tokens. An orphaned token is a token associated with an activity that exists in the source snapshot but not in the destination snapshot.

Procedure

  1. In the Process Center console, select the process app you want.
  2. Select the snapshot that you want to migrate, click the down arrow, and click Generate Migration Policy.
    This action sets the target of the migration.
  3. In the Generate Migration Policy File window, click the snapshot that you want to migrate from. Click OK. You can select to see all snapshots or only the installed ones.
    This action sets the source of the migration.
    You now have a migration policy file associated with the target snapshot for this source snapshot.
  4. To set the policies for a specific migration policy file, expand the migration policy section and click Edit for the policy with the same name as the source snapshot.
    Processes that have orphaned tokens are listed.
  5. Select each process or subprocess to edit its policy entries.
    The first section displays the diagram for the process or subprocess that you select. The steps in the diagram that might have an orphaned token are listed in the second section. As you select a step, it is highlighted in both sections.
  6. From the second section of the editor, select the process or subprocess.
  7. For each step, set whether orphaned tokens that occur at that step should be moved or deleted. You can also choose to suspend the process after a token is moved or deleted to prevent the tasks from being worked on until the process resumes.
  8. If you choose to move an orphaned token, the first section of the editor splits into two sections. Use the diagram to select the step to move the orphaned token to.
    For example, you have a subprocess that could generate an orphaned token. You select to move these orphaned tokens. In the diagram, you browse until you see the step that you want the token to move to and select it.
    When you select the target step for the move, the second section updates to add the name of the target.
  9. Click Save.
    The migration policy file is ready to be exported.

What to do next

Click Export and save the migration policy file. During instance migration, you can select this migration policy file.