IBM BPM, V8.0.1, All platforms > Manage assets in the Process Center repository > Manage the Process Center repository > Applying governance

Migrating a governance process from V8.0.0

The governance process has been redesigned for IBM BPM V8.0.1. As a result, governance processes that were developed in V8.0.0 cannot be reused; they must be revised to fit the V8.0.1 design.

In IBM BPM V8.0.0, you cannot configure governance to use a specific governance process snapshot. Instead, in V8.0.0, Process Center always runs the configured governance process from the tip version. In versions later than V8.0.0, you can configure governance with a specific governance process snapshot. This redesign has been accompanied by a number of other modifications. As a result, governance processes developed in IBM BPM V8.0.0 cannot be migrated automatically to newer versions of IBM BPM.

Because of these design changes, you must make a number of manual changes to a V8.0.0 governance process before you can use it in IBM BPM V8.0.1.

You cannot migrate a process instance.


Procedure

To migrate governance process from V8.0.0:

  1. Export the governance process application that you want to reuse from IBM BPM V8.0.0. Because the process application has a dependency on the System Governance toolkit, that toolkit is also exported.
  2. Import the governance process into IBM BPM V8.0.1.

  3. In Process Designer, change the dependency on your process application to use the V8.0.1 System Governance toolkit and the V8.0.1 System Data toolkit. When the toolkit dependency is upgraded from V8.0.0 to V8.0.1, bindings are revised to reflect the new business object names. The API that displays the custom governance processes that are available for use shows only processes that have a dependency on the 8.0.1 System Governance toolkit.

  4. Create a BPD. In the New Business Process Definition window, give the BPD a name that will be meaningful to potential users, and then click Select. Choose the Installation Requested template or the Snapshot Status Change template. Click Finish.

    You can select the governance templates for use with a process application only when a dependency on the System Governance toolkit has been established. After you save the BPD, you cannot change the input and output variables that have been set by the template.

  5. In your new BPD, delete the start and end events and the system lane.
  6. Re-create the private variables from the original BPD in the new BPD. The ProcessAppInstallationRequest variable and the SnapshotStatusRequest variable are generated by the templates, and they cannot be changed or removed.

  7. Select all lanes from the original BPD and copy and paste them into the new BPD. If you were using a process to govern the installation of a snapshot that used Approve or Cancel actions, those actions are still supported.
  8. Change the implementation type of the start event to none.
  9. Under the start event, add a post assignment that puts the value of the input variable into the private variable that was used previously for the request, or change the BPD activities to use the input variable directly.
  10. Verify the implementation of gateways and redo them if necessary.
  11. Save the process application.
  12. Take a snapshot of the process application and change status to Released.

Applying governance to a process application


Related tasks:
Applying a governance BPD to a process application or snapshot
Create a governance process for installing a process application
Create a governance process for the status of a snapshot
Create a governance BPD that installs a snapshot when the status changes
Changing a governance application
Testing a governance process
Export and importing a process application that uses customized governance
Recovering if a process application under governance fails to install


Related reference:
Governance services