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internal:pm:migration_strategy

1. Setup of Environment

  • Setup Replica of Production environment in the test server. (This step only for test environment only)
    • Copy Codebase and Database from Production to 192.168.7.18 server (https://hblearn.exphosted.com)
      • Rename the endpoint URL in slmt_webservices table to the test environment URL.
      • Change the DBURL in exp_sp.ini and the two settings.php files to point to the correct Database in the test server.
      • Replace the CyberSource settings in the exp_sp.ini file to point to the CyberSource Test account.
      • Change the email address in Drupal (Site Information) from “landmarklearning@halliburton.com” to “sysadmin@expertus.com”
      • Run Procedure to change all email addresses to test email addresses.
      • Reset password of admin to welcome in the database.
  • Run Queries in Source database so that the data will be entered manually in the target system after migration.
    • Run Query #1 to identify all security roles setup in Halliburton.
    • Run Query #2 to identify all users assigned to security roles.
    • Run Query #3 to list all entries in slt_entity_profile_mapping with type 16 (Class Type).
  • Setup up the product with the latest stable version.
    • Deploy latest full build to target server
      • Disable the following modules in Drupal.
        • Learning Alerts module
        • Special Purpose Portal module
        • forums module
    • Copy the contents of the following folders from source to target codebase:
      • ./sites/default/files/images/
      • ./sites/default/files/contentupload/
    • Create keys folder outside htdocs and update the path in the system. The path can be updated in the system under:
    • Update the Cybersource “Merchant ID” and “ “Transaction key” in the system. These fields can be updated in the system under:
      • Commerce Administration » Configurations » Payment settings » Payment Gateways: » CyberSource settings » Soap toolkit API settings »
    • Change the Site Title to “Landmark Learning Central” and Email id
      • Go to ?q=admin/settings/site-information and change the name to “Landmark Learning Central” and the mail id to 'Site Email id'

2. Data Migration

  • Migration of Data (Drupal, SCT*, SLT*)
    • Run the script (Halliburton_Data_Migration_scripts_v1_9.sql) to convert the data from source to target database.
  • Migration of Order History to UberCart
    • Login as admin and run the createUcOrderInfo.php
  • Creation of Taxonomy for Discount handling in UberCart
    • Login as admin and run the hbCreateTerm.php

3. Manual Setup in Target System

  • Notifications to be Setup (This step for production only)
    • System Administration » Notification Template » Search and Edit Notification>
      • Update “Email CC:” as halliburtonnotifications@expertus.com for the following notifications.
        • “Class Cancel By Admin” Notification.
        • “Course Register” Notification.
        • “Learner Drop” Notification.
        • “New User Creation” Notification.
        • “Payment Checkout Confirmation” Notification.
        • “Payment Checkout Pending” Notification.
        • “Waitlist Confirmation” Notification.
      • Disable the following notifications by changing the status to “In Active”.
        • “Automatic Waitlist Promotion” Notification.
        • “New Oranization Creation” Notification.
        • “New Announcement Creation” Notification.
  • Security Roles
    • Create all Security Roles listed “Query #1” and assign appropriate permissions. Roles can be created in the below navigation path.
      • System Administration » Security Role » Add Security Role (button)
    • Assign the Roles to all users listed in “Query #2”. Roles can be assigned to users in the below navigation path.
      • People Administration » User » Search and edit user (assign roles in “Roles” tab)
  • Home Page settings
    • Create Overview page
    • Map all Site Links (Top Links and Footer Links)
    • Create discount for all Malaysia ILT classes for Tax override.

4. Validation

  • Testing of Migrated Data
    • Manually verify the data by going to every screen both in source and target system.
  • Testing of the Portal (This step only for test environment only)
    • Regression testing of Learner functionality including the following functionality will be tested in both source and target system.
      • Get Started
      • Log-in (Including Account Lockout)
      • Forgot Password
      • Find Training as Anonymous User
      • Site Links
      • Site Timeout
      • Learning Spotlight
      • Add to Cart
      • Cart Persistence to User
      • Shopping Cart Checkout
      • My Enrollments
      • My Profile
    • Regression testing of Admin functionality including the following functionality will be tested in both source and target system.
      • Learning Administration
      • People Administration
      • Commerce Administration
      • System Administration
      • Survey Administration
internal/pm/migration_strategy.txt · Last modified: 2022/06/14 10:16 (external edit)