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Pentaho Documentation

Verify DI Systems Migration

Overview

Explains how to verify that the migration occurred correctly.

After you have imported the data into the 5.x.x system, verify that migration and the other parts of the migration process occurred properly. 

Start 4.4.x Version of the Server

Start the 4.4.x version of the server. Wait for the server to start up completely before proceeding to the next task.

Start 5.x.x Version of the Server

Start the 5.x.x version of the server. As the server starts, watch the web application server log carefully and note any errors that might have occured. Resolve any port conflict issues as necessary.

Verification Checklists

Verification largely consists of using the checklists to compare the differences between the 5.x.x and 4.4.x systems. To make this task easier, it is recommended that you view both systems simultaneously so that you can accurately identify differences.

Overall System

Ensure that the 5.x.x version of the DI Server is working properly by using the following checklist.

  • Did the DI Server start properly? Were you able to log in as admin without issues or problems?
  • Did the web application server log have any errors or anomalies?
  • If you have configured the DI Server as a service, is it starting and stopping properly?
  • Manually stop and restart the DI Server. Did it stop and restart properly?

Users and Roles

To verify that user and role data have been migrated properly, do these things.

  1. Start the 5.x.x version of Spoon if you have not already done so.
  2. Start the 4.4.x version of Spoon if you have not already done so.
  3. Work through the following checklist for each repository that you want to check.
    Table 1. User and Roles Verification Checklist
    Verification Item Suggested Verification Approach

    Expected Result/Notes

    Do the active user accounts in the 4.4.x system appear in the 5.x.x system? Compare the names of users in the 4.4.x and 5.x.x systems.
    • 5.x.x System: Review the Security tab in the Enterprise Repository page in Spoon.
    • 4.4.x System: Review the Security tab in the Enterprise Repository page in Spoon.
    The active user accounts from the 4.4.x version of the system should appear in the 5.x.x system. Note that inactive accounts are not migrated.
    Do the roles in the 4.4.x system appear in the 5.x.x system? Compare the roles in the 4.4.x and 5.x.x systems.
    • 5.x.x System: Review the Security tab in the Enterprise page in Spoon.
    • 4.4.x System: Review the Security tab in the Enterprise page in Spoon.
    The roles from the 4.4.x version of the system should appear in the 5.x.x system. If some roles are missing, you might need to manually recreate them.

Connections

To verify that connections were migrated properly, do these things.
  1. Start the 5.x.x version of Spoon, if you have not already done so.
  2. Start the 4.4.x version of Spoon, if you have not already done so.
  3. Verify the items in the checklist.
    Table 2. Connections Verification Checklist
    Verification Item How to Check

    Expected Result/Notes

    Did the connections that you created in the previous version of Spoon migrate properly to the 5.x.x version? Check the numbers and types of connections.
    • 5.x.x System: Review Connections tab in the Repository explorer window.
    • 4.4.x System: Review Connections tab in the Repository explorer window.
    Connections migrated properly.
    Is the information for each connection correct?
    • 5.x.x System: For each connection, open the Database Connection window and click the Test button.
    You can connect to the source. If not, adjust settings.

Transformations and Jobs

To verify that transformations and jobs were migrated properly, do these things.
  1. Start the 5.x.x version of Spoon, if you have not already done so.
  2. Start the 4.4.x version of Spoon, if you have not already done so.
  3. Verify the items in the checklist.
    Table 3. Transformations and Jobs Verification Checklist
    Verification Item How to Check

    Expected Result/Notes

    Did folders that were in the previous version of the server migrate to the 5.x.x version of the server?
    • 5.x.x System: Review Browse tab in the Repository explorer window.
    • 4.4.x System: Review Browse tab in the Repository explorer window.
    Folders migrated properly.
    Did transformations that were in the previous version of the server migrate to the 5.x.x version of the server?
    • 5.x.x System: Review Browse tab in the Repository explorer window.
    • 4.4.x System: Review Browse tab in the Repository explorer window.
    Transformations migrated properly.
    Did jobs that were in the previous version of the server migrate to the 5.x.x version of the server?
    • 5.x.x System: Review Browse tab in the Repository explorer window.
    • 4.4.x System: Review Browse tab in the Repository explorer window.
    Jobs migrated properly.
    Are transformations and jobs running properly? 5.x.x System: Run transformations and jobs. Be careful when running transformations. Do not run one that will make permanent changes to the data.

Schedules

To verify that schedules were migrated properly, do these things.
  1. Start the 5.x.x version of Spoon, if you have not already done so.
  2. Start the 4.4.x version of Spoon, if you have not already done so.
  3. Verify the items in the checklist.
    Table 4. Schedules Verification Checklist
    Verification Item How to Check

    Expected Result/Notes

    Did the schedules that you created in the previous version of Spoon migrate properly to the 5.x.x version?
    • 5.x.x System: Review schedule information in the Spoon window.
    • 4.4.x System: Review the schedule in the Spoon window.
    Schedules are migrated properly.

Slaves, Partitions, and Clusters

To verify that slave, partition, and cluster data were migrated properly, do these things.
  1. Start the 5.x.x version of Spoon, if you have not already done so.
  2. Start the 4.4.x version of Spoon, if you have not already done so.
  3. Verify the items in the checklist.
    Table 5. Slaves, Partitions, and Clusters Verification Checklist
    Verification Item How to Check

    Expected Result/Notes

    Did the slave servers, clusters, and partitions that you created in the previous version of Spoon migrate properly to the 5.x.x version?
    • 5.x.x System: Review Slaves, Partitions, and Clusters tabs in the Repository explorer window.
    • 4.4.x System: Review Slaves, Partitions, and Clusters tabs in the Repository explorer window.
    Servers, clusters, and partitions are all migrated properly.

System Configuration

To ensure that system configuration settings were migrated properly, use the following checklist.

Table 6. System Configuration Settings Verification Checklist
Verification Item How to Check

Expected Result/Notes

Verify that the server base URL, fully qualified server URL, and the locale language in the 5.x.x server match what they were in the 4.4.x server.
  • 5.x.x System: Check the web.xml file.
  • 4.4.x System: Check the web.xml file.
If you have customized the 4.4.x system with servlets, filters, context parameters or in other ways, you will need to copy these things into the 5.x.x web.xml file.
Compare the settings in these files: context.xml, log4j.xml, logging.properties, slave-server-config.xml, applicationContext-security-ldap.properties, pentaho.xml Use a file difference tool to compare the files in the 4.4.x and 5.x.x systems. Review the differences between the two files. If customized changes were made, they should have migrated properly. If not, you will need to manually migrate them. If you update the context.xml file, you will need to delete the pentaho.xml that is in the tomcat\conf\Catalina directory before you start the DI Server again for the changes to take effect.