Complete the migration

The migrated client is displayed as a PPM 9.9 client in the client overview. The status window on the PPM Customizing Toolkit start page documents the individual migration steps and displays any error messages.

Use PPM Customizing Toolkit to edit client properties and customizing. This client cannot be selected for another migration.

The custom directory

If a client configuration existed under <PPM5_HOME>\custom\<client> it was copied to <PPM99_DATA>\custom\<client>. (With the exception of the subdirectory <PPM5_HOME>\custom\<client>\data because it may contain major data volumes or archives.)

In all transferred files of the bat, properties, and xml type, the relative paths of the PPM 5 installation have been automatically changed to the relative paths of the PPM 9.9 installation.

Patch files

If you installed PPM 5 patches, a patch directory exists under <PPM5_HOME>\custom\<client> containing the patch files of the jar type. The files were automatically copied to <PPM99_DATA>\custom\<client>. To find out whether the current versions are still compatible or if newer versions are available for PPM 9.9 please contact Software AG customer support.

Configuration programs (batch files)

The version 5 configuration programs (batch files) have been updated based on template and language (e.g., base_en), copied to the <PPM99_DATA>\custom\<client>\bat directory, and added new version 9.9 programs.

The programs are available in the Programs component of the Client module.

Programs not available by default, such as custom batch files, have been saved to the PPM5 subdirectory in the bat directory and can be edited (e.g., to adjust paths) and added to the Programs component later.

The programs were not tested for configuration validity. The configuration can be updated after the migration by editing it in PPM Customizing Toolkit or exporting it from PPM after a previous import.

Performance Dashboards

Your Performance Dashboards (XML files) have been copied automatically to the directory <PPM99_DATA>\webapp\WEB_INF\config\<client>\performancedashboards. Existing files were not overwritten.

Management views

Your Management Views (HTML files and _conf.xml configuration files of the same name) have been copied automatically to the directory <PPM99_DATA>\webapp\WEB_INF\config\<client>\managementviews. Existing files were not overwritten. The bitmap files of the PPM 5 client have been copied automatically to the bitmap directory of the PPM 9.9 client.

Assets

Assets (images, Java scripts) used in dashboards or Management views have been copied automatically to the directory <PPM99_DATA>/webapp/assets/config/<client>. The relative links of the assets used in dashboards and Management views can be transferred unchanged because they are relative to the Web URL.

Report definitions

Your report definitions were automatically copied to the new folder. The folder is stated in the entry Reports.BaseDirectory in the file templates_settings.properties in the directory <PPM99_DATA>/config/<client>. Existing files were not overwritten.

PPM database

Use the Convert PPM database program in the Programs component to convert the database of the PPM 5 client. If you run the program with the PPM_CONF_CONVERTER_CHECK=-check parameter first, you can check whether the database needs to be converted or is up to date. See chapter Convert PPM database.

User management

The user management of the PPM 5 client was not migrated automatically. You need to migrate user management manually. See chapter Migrate user management.

Client settings

Depending on template and language (e.g., base_en), the client settings have been copied to the <PPM99_DATA>/config/<client> directory. Settings of version 5.x that did not exist in the client settings of version 9.9 have been added. For settings existing in version 5.x and version 9.9, the client settings of version 9.9 have been used.

If the wm_bpms client template was used for the migrated client in version 5.x, you need to adjust the following files manually.

If you have made more changes to one or multiple files, you can transfer them as described in chapter Migrate client settings.

Migrate measures documentation

If a measures documentation has already been created under PPM 5.x for the migrated client you need to publish that again. The documentation is stored in the client directory under <PPM99_DATA>/custom/<client>/docu and has been included in the client migration. Use Publish cockpits, Management views, and documentation in the Programs component to republish the measures documentation.
If the program does not exist under Run program switch to the Configure programs tab and check the Display option for publish.bat.