Upgrading IBM Process Federation Server to 26.0.0

Draft comment:
This topic only applies to BAW, and is located in the BAW repository. Last updated on 2026-05-19 12:15
To upgrade IBM Process Federation Server, follow the instructions to install the refresh pack for each process federation server in the upgraded installation.

Before you begin

Make sure that you upgrade Process Portal before you upgrade Process Federation Server.
Note:
  • Upgrading directly from Process Federation Server versions earlier than 21.0.3 to 26.0.0 or later is not supported. Upgrade to 24.0.0.0, then upgrade to the target version.
  • 26.0.0
    Process Federation Server requires a dedicated data store in a federated environment. This store can be either:

    • A database, or
    • A Federated Data Repository index.

    To use a Federated Data Repository index for storing saved search definitions, you must migrate any existing saved search definitions. For more information, see Migrating saved search definitions to a Federated Data Repository index.

Procedure

  1. Stop all servers that are defined on the Process Federation Server installation that is being upgraded.
  2. Upgrade your Process Federation Server installation based on the provided instructions.
    • To upgrade to Process Federation Server 26.0.0, see the IBM Support page for installing IBM Process Federation Server 26.0.0.
  3. If you are migrating from Process Federation Server indexing to Federated Data Repository indexing, remove the deprecated <ibmPfs_bpdIndexer> configuration.

    As of Business Automation Workflow 24.0.0.0, process indexing should be performed directly by Business Automation Workflow using Federated Data Repository indexing rather than through Process Federation Server. If your federated Business Automation Workflow systems are version 24.0.0.0 or later, you should migrate to Federated Data Repository indexing.

    For detailed migration procedures, including how to remove <ibmPfs_bpdIndexer> configuration and enable Federated Data Repository indexing, see Enabling the Federated Data Repository process indexing.

What to do next

Process Federation Server requires a dedicated data store for the process federation servers in the federated environment. If you do not configure a data store, you cannot create saved searches that span multiple federated systems.

For information about creating and configuring the Process Federation Server data store, see Configuring the Process Federation Server data store.

Note: 26.0.0
To continue using the database as the data store for Process Federation Server (as of 26.0.0), you must configure the useElasticsearch property to false in the data store configuration. This setting is located within the ibmPfs_federatedPersistence element in the server.xml file and indicates that saved search definitions are stored in the database. For more information on configuration options, see Configuring properties for the data store.