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Complete upgrade process and activate PASv2

  1. Update every server in your organization to the latest CIC release.

Genesys recommends that you update agent workstations but it is not a requirement for Process Automation Server version 2.

  1. Decide where to store Process Automation Server version 2 data.

By default, PASv2 creates the required tables in the same database that IC Tracker uses, but you can select an alternate database.

If you want to use an alternate location for Process Automation Server version 2 data:

    • In Interaction Administrator, set the IC Workflows data source to the alternate SQLServer database.

    • Run the provided .SQL script to create the required tables, indexes, and sprocs in the alternate database.

  1. To allow rolling back to Process Automation Server version 1, back up your persistence files to a safe location.

  2. Use the Persistence File Migration Tool to migrate process instances.

This tool converts your Process Automation Server version 1 persistence files into .SQL files that you can apply them to your Process Automation Server version 2 database. For more information, see Appendix A: The Persistence File Conversion Tool (PFCT).

You can use process definitions as-is. You do not need to migrate them.

  1. Modify your disaster recovery strategy to back up your SQLServer database.

    • Process Automation Server version 2 uses three tables you need to back up: flowexec_Flows, flowexec_Storage, and flowexec_Completion.

    • After a catastrophic failure, turn off Process Automation Server version 2, restore the tables, and turn Process Automation Server version 2 back on.

  1. Restart CIC.

Process Automation Server version 2 is now ready to use.