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Pulse Advisors Data Migration Paths

Typically, Advisors data migration from an originating version to a target version must include migrations to all of the target releases that exist between the originating and the target versions, although some exceptions apply. Follow the notes in the tables on this page (see Data Migration Paths) to be sure that you are migrating your Advisors data correctly. The information on this page is specific to migrations from release 8.5.101.09 to release 9.0.002.03. This guide also contains additional information about migrating databases to Advisors release 8.5.2.

See general migration procedures on the following pages:

In Oracle installations, the migration to each target version involves the migration of both the Advisors Genesys Adapter (AGA) metrics schema and the Advisors Platform schema of the same version. In other words, you cannot migrate the Platform schema through all versions that exist between the originating version and the target version but then migrate the AGA metrics schema from the originating version directly to the target version; the AGA metrics schema must be migrated incrementally as well.

In all cases on this page where it states that you must execute one specific script and you choose to run its SQL*Plus version, then you must execute the script must from its original folder or its exact copy. This is because SQL*Plus versions of the scripts normally call other scrips that are expected to be in the same folder. The SQL*Plus version of the scripts contain "plus" in their names when directly executed.

In MSSQL installations, Genesys recommends that you migrate the Platform database to every version between the originating and the pre-target version. Then follow the migration instruction for the target version to bring the AGA, Platform, and metric graphing schema to the target version. For example, if the migration is done from version A to C with B as the intermediate version between A and C:

  1. Perform the Platform database migration from A to B.
  2. Next, perform the AGA metrics database migration from version A directly to version C (skipping over version B).
  3. Finally, migrate the Platform database from version B to C.

Depending on the MSSQL Server version and the database content, some migration scripts that are used to migrate from an originating to a pre-target version can issue Invalid column name errors. You can ignore such errors, while the migration to target versions should be error-free.

The metric graphing schema can be migrated directly from the originating version to the target version in either installation, Oracle or MSSQL.

In addition to the database content, Advisors components depend on some data held in the Configuration Server. You might also need to migrate or append the data in the Configuration Server as part of the migration process. To do this, you use the Migration Wizard. You must use the Migration Wizard in the following scenarios:

  1. If you decide to enable metrics that are not yet present in your Configuration Server.
  2. If you use metric filters or object segmentation filters and you migrate to version 9.0.000.06 or later.
  3. If you plan to use the default rollup configuration mode and your target version is 9.0.001.06 or later.

Data Migration Paths

Click a link to see the table of information specific to that migration path:

* Advisors release 8.5.201.26 is included in the following tables for those who installed this version (it was a restricted-access release). If you did not install release 8.5.201.26 in your environment, then you can omit migration path steps that include that release.
** Advisors release 9.0.002.09 is included in the following tables for those who installed this version (it was a Hot Fix software release).


Originating version 8.5.101.09
Target version 8.5.101.17
Script to migrate to the target version from the original version advisors-platform-migrateSchema_8.5.101.09_8.5.101.17
AGA schema dependencies

Before you apply the Platform migration script, migrate the AGA metrics schema to the target version by connecting as the AGA metrics schema owner and running any gc_metrics_<targetversion>_Objectsxxx.sql script for Oracle or gc_metrics_db_<target version>.sql script for MSSQL Server installations. There is no need to drop any AGA metrics objects before applying the script. Once the corresponding script is applied, in Oracle installations grant select privileges to the Platform schema owner as follows:

GRANT SELECT ON AGENT_SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON CALL_TYPE TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON CALL_TYPE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON CONTROLLER_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON INTERACTION_QUEUE TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON INTERACTION_QUEUE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON LOGICAL_INTERFACE_CONTROLLER TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON PERIPHERAL TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON PERIPHERAL_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON QUEUE_SET1_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON QUEUE_SET2_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SERVICE TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SERVICE_MEMBER TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SERVICE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SKILL_GROUP TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;

Proceed to the Platform schema migration.

Platform schema migration specifics

In Oracle installations, before the Platform migration script is applied, ask your DBA to verify that the Platform schema owner is granted the following privileges:

CREATE SESSION,CREATE TABLE,CREATE OPERATOR,CREATE TYPE,CREATE TRIGGER,CREATE INDEXTYPE,CREATE PROCEDURE,CREATE SEQUENCE,CREATE VIEW,CREATE MATERIALIZED VIEW.

Pma back-to-top icon.png Back to Data Migration Paths



Originating version 8.5.101.17
Target version 8.5.101.21
Script to migrate to the target version from the original version advisors-platform-migrateSchema_8.5.101.17_8.5.101.21
AGA schema dependencies

Before you apply the Platform migration script, migrate the AGA metrics schema to the target version by connecting as the AGA metrics schema owner and running any gc_metrics_<targetversion>_Objectsxxx.sql script for Oracle or gc_metrics_db_<target version>.sql script for MSSQL Server installations. There is no need to drop any AGA metrics objects before applying the script. Once the corresponding script is applied, in Oracle installations grant select privileges to the Platform schema owner as follows:

GRANT SELECT ON AGENT_SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON CALL_TYPE TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON CALL_TYPE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON CONTROLLER_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON INTERACTION_QUEUE TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON INTERACTION_QUEUE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON LOGICAL_INTERFACE_CONTROLLER TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON PERIPHERAL TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON PERIPHERAL_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON QUEUE_SET1_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON QUEUE_SET2_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SERVICE TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SERVICE_MEMBER TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SERVICE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SKILL_GROUP TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;

Proceed to the Platform schema migration.

Platform schema migration specifics

In Oracle installations, before the Platform migration script is applied, ask your DBA to verify that the Platform schema owner is granted the following privileges:

CREATE SESSION,CREATE TABLE,CREATE OPERATOR,CREATE TYPE,CREATE TRIGGER,CREATE INDEXTYPE,CREATE PROCEDURE,CREATE SEQUENCE,CREATE VIEW,CREATE MATERIALIZED VIEW, CREATE JOB, EXECUTE ON SYS.GENADVISORSJOBCLASS.

Pma back-to-top icon.png Back to Data Migration Paths



Originating version 8.5.101.21
Target version 8.5.102.00
Script to migrate to the target version from the original version advisors-platform-migrateSchema_8.5.101.17_8.5.201.01
AGA schema dependencies

Before you apply the Platform migration script, migrate the AGA metrics schema to the target version by connecting as the AGA metrics schema owner and running any gc_metrics_<targetversion>_Objectsxxx.sql script for Oracle or gc_metrics_db_<target version>.sql script for MSSQL Server installations. There is no need to drop any AGA metrics objects before applying the script. Once the corresponding script is applied, in Oracle installations grant select privileges to the Platform schema owner as follows:

GRANT SELECT ON AGENT_SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON CALL_TYPE TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON CALL_TYPE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON CONTROLLER_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON INTERACTION_QUEUE TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON INTERACTION_QUEUE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON LOGICAL_INTERFACE_CONTROLLER TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON PERIPHERAL TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON PERIPHERAL_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON QUEUE_SET1_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON QUEUE_SET2_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SERVICE TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SERVICE_MEMBER TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SERVICE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SKILL_GROUP TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;

Proceed to the Platform schema migration.

Platform schema migration specifics

In Oracle installations, before the Platform migration script is applied, ask your DBA to verify that the Platform schema owner is granted the following privileges:

CREATE SESSION,CREATE TABLE,CREATE OPERATOR,CREATE TYPE,CREATE TRIGGER,CREATE INDEXTYPE,CREATE PROCEDURE,CREATE SEQUENCE,CREATE VIEW,CREATE MATERIALIZED VIEW, CREATE JOB, EXECUTE ON SYS.GENADVISORSJOBCLASS.

Pma back-to-top icon.png Back to Data Migration Paths



Originating version 8.5.101.21 or 8.5.102.00
Target version 8.5.201.26
Tip
Advisors release 8.5.201.26 is included in the migration path for those who might have installed this version (it was a restricted-access release). If you did not install release 8.5.201.26 in your environment, then you can omit this migration step.
Script to migrate to the target version from the original version advisors-platform-migrateSchema_8.5.101(102)_8.5.201.26
AGA schema dependencies

Before you apply the Platform migration script, migrate the AGA metrics schema to the target version by connecting as the AGA metrics schema owner and running any gc_metrics_<targetversion>_Objectsxxx.sql script for Oracle or gc_metrics_db_<target version>.sql script for MSSQL Server installations. There is no need to drop any AGA metrics objects before applying the script. Once the corresponding script is applied, in Oracle installations grant select privileges to the Platform schema owner as follows:

GRANT SELECT ON AGENT_SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON CALL_TYPE TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON CALL_TYPE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON CONTROLLER_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON INTERACTION_QUEUE TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON INTERACTION_QUEUE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON LOGICAL_INTERFACE_CONTROLLER TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON PERIPHERAL TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON PERIPHERAL_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON QUEUE_SET1_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON QUEUE_SET2_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SERVICE TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SERVICE_MEMBER TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SERVICE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SKILL_GROUP TO &&PLATFORM_SCHEMA_OWNER;
GRANT SELECT ON SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER;

Proceed to the Platform schema migration.

Platform schema migration specifics

In Oracle installations, before the migration script is applied, ask your DBA to verify that the Platform schema owner is granted the following privileges:

CREATE SESSION,CREATE TABLE,CREATE OPERATOR,CREATE TYPE,CREATE TRIGGER,CREATE INDEXTYPE,CREATE PROCEDURE,CREATE SEQUENCE,CREATE VIEW,CREATE MATERIALIZED VIEW, CREATE JOB, EXECUTE ON SYS.GENADVISORSJOBCLASS.

Pma back-to-top icon.png Back to Data Migration Paths



Originating version 8.5.101.21, 8.5.102.00, or 8.5.201.26
Target version 8.5.202.09
Script to migrate to the target version from the original version advisors-platform-migrateSchema_8.5.101(102)_8.5.202.09
AGA schema dependencies

Before you apply the Platform migration script, migrate the AGA metrics schema to the target version by connecting as the AGA metrics schema owner and running any gc_metrics_<targetversion>_Objectsxxx.sql script for Oracle or gc_metrics_db_<target version>.sql script for MSSQL Server installations. There is no need to drop any AGA metrics objects before applying the script. Once the corresponding script is applied, in Oracle installations grant select privileges to the Platform schema owner as follows:

GRANT SELECT ON AGENT_SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON CALL_TYPE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON CONTROLLER_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON INTERACTION_QUEUE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON PERIPHERAL_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON QUEUE_SET1_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON QUEUE_SET2_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SERVICE_MEMBER TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SERVICE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;

Platform schema migration specifics
  1. In Oracle installations, before the migration script is applied, ask your DBA to verify that the Platform schema owner is granted the following privileges:
    CREATE SESSION,CREATE TABLE,CREATE OPERATOR,CREATE TYPE,CREATE TRIGGER,CREATE INDEXTYPE,CREATE PROCEDURE,CREATE SEQUENCE,CREATE VIEW,CREATE MATERIALIZED VIEW, CREATE JOB, EXECUTE ON SYS.GENADVISORSJOBCLASS.
  2. Before you run the script, ask your DBA to determine if your Oracle server has JServer Java Virtual Machine installed. If not, ask your DBA to grant the EXECUTE ON SYS.DBMS_LOCK privilege to the Platform schema owner. In this case, use the migration script located under oracleNoJServer folder.
  3. If you do not plan to set up Oracle enhanced security that allows the application to connect to the database as an application user with minimum privileges, you will need to edit the migration script before it is applied by replacing all entries of DEFINER with CURRENT_USER, or you can request the edited script through Genesys support.
  4. Note that switching from NoJServer version back to Jserver will require removing the spWaitSec procedure from the Platform procedure list and then running the migration script contained in the root folder. Switching from the JServer version back to NoJserver will require removing the spWaitMSec procedure from the Platform procedure list and then running the migration script contained in the root folder.
  5. If you plan to set up Oracle enhanced security for Advisors, ask your DBA to review and apply the advisors-platform-<targetversion>_UsersAndRoles.sql script after the Platform migration script is applied by its schema owner. For more information, see enhanced security setup.

Pma back-to-top icon.png Back to Data Migration Paths



Originating version 8.5.202.09
Target version 8.5.202.10
Script to migrate to the target version from the original version None
AGA schema dependencies

Before you apply the Platform migration script, migrate the AGA metrics schema to the target version by connecting as the AGA metrics schema owner and running any gc_metrics_<targetversion>_Objectsxxx.sql script for Oracle or gc_metrics_db_<target version>.sql script for MSSQL Server installations. There is no need to drop any AGA metrics objects before applying the script. Once the corresponding script is applied, in Oracle installations grant select privileges to the Platform schema owner as follows:

GRANT SELECT ON AGENT_SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON CALL_TYPE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON CONTROLLER_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON INTERACTION_QUEUE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON PERIPHERAL_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON QUEUE_SET1_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON QUEUE_SET2_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SERVICE_MEMBER TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SERVICE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;

If you decide to apply the Platform migration script, make sure that the step with AGA metrics migration is implemented first.

Platform schema migration specifics Do not apply the target version Platform migration script contained in the 8.5.202.10 installation package. If you imported the database or want to change something, for example, you want to switch from Jserver to NoJserver version, or vice versa, repeat the instructions shown in the row for the 8.5.202.09 target version and use the 8.5.202.09 scripts.

Pma back-to-top icon.png Back to Data Migration Paths



Originating version 8.5.202.10 or 8.5.202.09
Target version 9.0.000.06
Script to migrate to the target version from the original version advisors-platform-migrateSchema_8.5.202.09_9.0.000.06
AGA schema dependencies

Before you apply the Platform migration script, migrate the AGA metrics schema to the target version by connecting as the AGA metrics schema owner and running any gc_metrics_<targetversion>_Objectsxxx.sql script for Oracle or gc_metrics_db_<target version>.sql script for MSSQL Server installations. There is no need to drop any AGA metrics objects before applying the script. Once the corresponding script is applied, in Oracle installations grant select privileges to the Platform schema owner as follows:

GRANT SELECT ON AGENT_SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON CALL_TYPE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON CONTROLLER_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON INTERACTION_QUEUE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON PERIPHERAL_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON QUEUE_SET1_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON QUEUE_SET2_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SERVICE_MEMBER TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SERVICE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;

Platform schema migration specifics
  1. In Oracle installations, before the migration script is applied, ask your DBA to verify that the Platform schema owner is granted the following privileges:
    CREATE SESSION,CREATE TABLE,CREATE OPERATOR,CREATE TYPE,CREATE TRIGGER,CREATE INDEXTYPE,CREATE PROCEDURE,CREATE SEQUENCE,CREATE VIEW,CREATE MATERIALIZED VIEW, CREATE JOB, EXECUTE ON SYS.GENADVISORSJOBCLASS.
  2. Before you run the script, ask your DBA to determine if your Oracle server has JServer Java Virtual Machine installed. If not, ask your DBA to grant the EXECUTE ON SYS.DBMS_LOCK privilege to the Platform schema owner. In this case, use the migration script located under the oracleNoJServer folder. Before running the script, expand the procedures folder in your Platform schema and remove the spWaitMsec procedure if it is there.
  3. If you do not plan to set up Oracle enhanced security that allows the application to connect to the database as an application user with minimum privileges, you will need to edit the chosen migration script before it is applied by replacing all entries of DEFINER with CURRENT_USER, or you can request the edited script through Genesys support.
  4. Note that switching from the NoJServer version back to Jserver will require removing the spWaitSec procedure from the Platform procedure list and then running the migration script contained in the root folder. Switching from the JServer version back to NoJserver will require removing the spWaitMSec procedure from the Platform procedure list and then running the migration script contained in the root folder.
  5. If you plan to set up Oracle enhanced security for Advisors, ask your DBA to review and apply the advisors-platform-<targetversion>_UsersAndRoles.sql script after the Platform migration script is applied by its schema owner. For more information, see enhanced security setup.

Pma back-to-top icon.png Back to Data Migration Paths



Originating version 9.0.000.06 or 8.5.202.09
Target version 9.0.000.10
Script to migrate to the target version from the original version advisors-platform-migrateSchema_8.5.202.09_9.0.000.10
AGA schema dependencies

Before you apply the Platform migration script, migrate the AGA metrics schema to the target version by connecting as the AGA metrics schema owner and running any gc_metrics_<targetversion>_Objectsxxx.sql script for Oracle or gc_metrics_db_<target version>.sql script for MSSQL Server installations. There is no need to drop any AGA metrics objects before applying the script. Once the corresponding script is applied, in Oracle installations grant select privileges to the Platform schema owner as follows:

GRANT SELECT ON AGENT_SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON CALL_TYPE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON CONTROLLER_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON INTERACTION_QUEUE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON PERIPHERAL_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON QUEUE_SET1_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON QUEUE_SET2_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SERVICE_MEMBER TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SERVICE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;

Platform schema migration specifics
  1. In Oracle installations, before the migration script is applied, ask your DBA to verify that the Platform schema owner is granted the following privileges:
    CREATE SESSION,CREATE TABLE,CREATE OPERATOR,CREATE TYPE,CREATE TRIGGER,CREATE INDEXTYPE,CREATE PROCEDURE,CREATE SEQUENCE,CREATE VIEW,CREATE MATERIALIZED VIEW, CREATE JOB, EXECUTE ON SYS.GENADVISORSJOBCLASS.
  2. Before you run the script, ask your DBA to determine if your Oracle server has JServer Java Virtual Machine installed. If not, ask your DBA to grant the EXECUTE ON SYS.DBMS_LOCK privilege to the Platform schema owner. In this case, use the migration script located under the oracleNoJServer folder.
  3. If you do not plan to set up Oracle enhanced security that allows the application to connect to the database as an application user with minimum privileges, you will need to edit the migration script before it is applied by replacing all entries of DEFINER with CURRENT_USER, or you can request the edited script through Genesys support.
  4. Note that switching from the NoJServer version back to Jserver will require removing the spWaitSec procedure from the Platform procedure list and then running the migration script contained in the root folder. Switching from the JServer version back to NoJserver will require removing the spWaitMSec procedure from the Platform procedure list and then running the migration script contained in the root folder.
  5. If you plan to set up Oracle enhanced security for Advisors, ask your DBA to review and apply the advisors-platform-<targetversion>_UsersAndRoles.sql script after the Platform migration script is applied by its schema owner. For more information, see enhanced security setup.

Pma back-to-top icon.png Back to Data Migration Paths



Originating version 9.0.000.10
Target version 9.0.001.06
Script to migrate to the target version from the original version advisors-platform-migrateSchema_9.000.10(7,6)_9.0.001.06
AGA schema dependencies

If an AGA metrics schema upgrade was done in the previous release, you can skip it in the migration to 9.0.001.06. If you moved the schemas to another database or cloned them with different names, you will need to reinstate all privileges. In Oracle installations, reinstate select privileges to the Platform schema owner to AGA metrics views as follows:

GRANT SELECT ON AGENT_SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON CALL_TYPE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON CONTROLLER_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON INTERACTION_QUEUE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON PERIPHERAL_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON QUEUE_SET1_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON QUEUE_SET2_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SERVICE_MEMBER TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SERVICE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;

Platform schema migration specifics
  1. In Oracle installations, before the migration script is applied, ask your DBA to verify that the Platform schema owner is granted the following privileges:
    CREATE SESSION,CREATE TABLE,CREATE OPERATOR,CREATE TYPE,CREATE TRIGGER,CREATE INDEXTYPE,CREATE PROCEDURE,CREATE SEQUENCE,CREATE VIEW,CREATE MATERIALIZED VIEW, CREATE JOB, EXECUTE ON SYS.GENADVISORSJOBCLASS.
  2. Before you run the script, ask your DBA to determine if your Oracle server has JServer Java Virtual Machine installed. If not, ask your DBA to grant the EXECUTE ON SYS.DBMS_LOCK privilege to the Platform schema owner. In this case, use the migration script located under the oracleNoJServer folder.
  3. If you do not plan to set up Oracle enhanced security that allows the application to connect to the database as an application user with minimum privileges, you will need to edit the migration script before it is applied by replacing all entries of DEFINER with CURRENT_USER, or you can request the edited script through Genesys support.
  4. Note that switching from the NoJServer version back to Jserver will require removing the spWaitSec procedure from the Platform procedure list and then running the migration script contained in the root folder. Switching from the JServer version back to NoJserver will require removing the spWaitMSec procedure from the Platform procedure list and then running the migration script contained in the root folder.
  5. If you plan to set up Oracle enhanced security for Advisors, ask your DBA to review and apply the advisors-platform-<targetversion>_UsersAndRoles.sql script after the Platform migration script is applied by its schema owner. For more information, see enhanced security setup.
  6. In this release (release 9.0.001.06), you must run the advisors-platform-<targetversion>_ValidateDatabaseInstall.sql script as the schema owner after you install XML Generator and before you start it.

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Originating version 9.0.001.06
Target version 9.0.002.03
Script to migrate to the target version from the original version advisors-platform-migrateSchema_9.001.06_9.0.002.03
AGA schema dependencies

Before you apply the Platform migration script, migrate the AGA metrics schema to 9.0.002.03 by connecting as the AGA metrics schema owner and running any gc_metrics_<target version>_Objectsxxx.sql script. There is no need to drop any AGA metrics objects. Once this is done, grant select privileges to the Platform schema owner as follows:

GRANT SELECT ON AGENT_SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON CALL_TYPE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON CONTROLLER_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON INTERACTION_QUEUE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON PERIPHERAL_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON QUEUE_SET1_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON QUEUE_SET2_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SERVICE_MEMBER TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SERVICE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;

Platform schema migration specifics
  1. In Oracle installations, before the migration script is applied, ask your DBA to verify that the Platform schema owner is granted the following privileges:
    CREATE SESSION,CREATE TABLE,CREATE OPERATOR,CREATE TYPE,CREATE TRIGGER,CREATE INDEXTYPE,CREATE PROCEDURE,CREATE SEQUENCE,CREATE VIEW,CREATE MATERIALIZED VIEW, CREATE JOB, EXECUTE ON SYS.GENADVISORSJOBCLASS.
  2. Before you run the script, ask your DBA determine if your Oracle server has JServer Java Virtual Machine installed. If not, ask your DBA to grant the EXECUTE ON SYS.DBMS_LOCK privilege to the Platform schema owner. In this case, use the migration script located under the oracleNoJServer folder. Otherwise, use a script located under the oracleJServer folder.
  3. If you do not plan to set up Oracle enhanced security that allows the application to connect to the database as an application user with minimum privileges, you will need to use the script located under the current_user subfolder. Otherwise, use the script located under the definer subfolder. In this case, ask your DBA to review and apply the advisors-platform-<targetversion>_UsersAndRoles.sql script after the Platform migration script is applied by its schema owner. For more information, see enhanced security setup.
  4. In this release (release 9.0.002.03), you will need to run the advisors-platform-<targetversion>_ValidateDatabaseInstall.sql script as the schema owner after you install XML Generator and before you start it. For more information, see enhanced security setup.

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Originating version 9.0.002.03
Target version 9.0.002.09
Script to migrate to the target version from the original version advisors-platform-migrateSchema_9.002.03-9.0.002.09.sql
AGA schema dependencies

Before you apply the Platform migration script, migrate the AGA metrics schema to 9.0.002.09 by connecting as the AGA metrics schema owner and running any gc_metrics_<target version>_Objectsxxx.sql script. There is no need to drop any AGA metrics objects. Once this is done, grant select privileges to the Platform schema owner as follows:

GRANT SELECT ON AGENT_SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON CALL_TYPE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON CONTROLLER_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON INTERACTION_QUEUE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON PERIPHERAL_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON QUEUE_SET1_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON QUEUE_SET2_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SERVICE_MEMBER TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SERVICE_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;
GRANT SELECT ON SKILL_GROUP_REAL_TIME TO &&PLATFORM_SCHEMA_OWNER WITH GRANT OPTION;

Platform schema migration specifics
  1. In Oracle installations, before the migration script is applied, ask your DBA to verify that the Platform schema owner is granted the following privileges:
    CREATE SESSION,CREATE TABLE,CREATE OPERATOR,CREATE TYPE,CREATE TRIGGER,CREATE INDEXTYPE,CREATE PROCEDURE,CREATE SEQUENCE,CREATE VIEW,CREATE MATERIALIZED VIEW, CREATE JOB, EXECUTE ON SYS.GENADVISORSJOBCLASS.
  2. Before you run the script, ask your DBA determine if your Oracle server has JServer Java Virtual Machine installed. If not, ask your DBA to grant the EXECUTE ON SYS.DBMS_LOCK privilege to the Platform schema owner. In this case, use the migration script located under the oracleNoJServer folder. Otherwise, use a script located under the oracleJServer folder.
  3. If you do not plan to set up Oracle enhanced security that allows the application to connect to the database as an application user with minimum privileges, you will need to use the script located under the current_user subfolder. Otherwise, use the script located under the definer subfolder. In this case, ask your DBA to review and apply the advisors-platform-<targetversion>_UsersAndRoles.sql script after the Platform migration script is applied by its schema owner. For more information, see enhanced security setup.
  4. In this release, you will need to run the advisors-platform-<targetversion>_ValidateDatabaseInstall.sql script as the schema owner after you install XML Generator and before you start it. For more information, see enhanced security setup.

Pma back-to-top icon.png Back to Data Migration Paths

This page was last modified on January 24, 2019, at 19:52.

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