The procedures for configuring and installing Workforce Management (WFM) components is the same whether you are migrating, updating, or installing them for the first time. Be sure to use the same major version for all components, for example, all 8.5.2 components.
The procedures in this guide include only steps that are specific to migrating from previous product releases. Procedures that all users of Workforce Management must perform are documented in Installing Workforce Management and Manually Creating and Configuring Application Objects. Be sure to check the Workforce Management Administrator’s Guide before beginning the migration.
Workforce Management versions
You can update to any WFM 8.5 release from any WFM 8.x or 7.x release, or migrate a 6.5 release.
When you deploy WFM, ensure all components are within the same release stream. For example, if you are using an 8.5.x database, ensure all other WFM components are version 8.5.x.
Using the correct procedure
You use different procedures when you migrate an 8.x or 7.x database than when you migrate a WFM 6.5 database, because the WFM database design was changed after the 6.5 release.
When migrating from 6.x, you create a new database and transfer the data. When migrating from 8.x or 7.x, you perform the migration on the same database, by updating schema and data (if necessary).
When migrating WFM 8.x or 7.x, complete the following steps in this order: