The WhereScape Migration tool allows you to migrate metadata repositories from WhereScape RED Classic to WhereScape RED 10+. The following sections provide information on how to install and use the WhereScape Migration tool.

Prerequisites For PostgreSQL Metadata

Before you begin the following prerequisites must be met:

Create Database and ODBC DSN:
- Supported* version of PostgreSQL (PostgreSQL 12 or higher)
  - A database to house the RED Metadata Repository.
  - A database for the Range Table DB (Optional)
  - A database to house scheduler (Optional)
  - Software Installations
- WhereScape RED10 with valid license key entered and EULA accepted
- WhereScape Enablement Pack for target database version RED10
Windows Powershell (64-bit) version 4 or higher
- To check the Windows Powershell Version:
  - Run the below command in Windows Powershell
    Get-Host|Select-Object Version

- - Run the below command in the Command Prompt
    powershell $psversiontable

Run the following command using PowerShell

The security protocol TLS 1.0 and 1.1 used by PowerShell to communicate with the PowerShell gallery has been deprecated and TLS 1.2 has been made mandatory

[Net.ServicePointManager]::SecurityProtocol = [Net.ServicePointManager]::SecurityProtocol -bor [Net.SecurityProtocolType]::Tls12
Register-PSRepository -Default -Verbose
Set-PSRepository -Name "PSGallery" -InstallationPolicy Trusted

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Install-Module -Name PoshProgressBar -SkipPublisherCheck -Force

RED supports the following versions for the metadata repository: PostgreSQL 12 or higher

Installing the Migration Tool

Launch the Install Wizard as administrator.
Select Create a new repository.
Configure the metadata repository.
Select the directory that contains the unzipped migration tool. Click Next.
Select the components that you want to install. Click Next.

Create Target Connections

You must create two PostgreSQL connections with the following characteristics:

Name	Database Type	Target Name
Target	Custom*	red
Reports	Custom*	red

*Custom will be your licensed Custom Database Target type which might have a different label in the UI than 'Custom', basically for these two connections we can't use the inbuilt SQL, Oracle or Teradata target types.

Adding the Target Connection

The connection named 'Target' will be your PostgreSQL connection to your database to house the migrated RED metadata repository.

On the Connection Name field, ensure to enter 'Target' as a name. On the Target Storage Locations field, ensure to enter 'red'.
Complete the other fields with the appropriate data, then click Validate to check your configurations.
Once you validate your configurations click Add.
On the Add Targets screen you will see the connection you just added. Click Add another target to add the Reports connection.

Adding the Reports Connection

The connection named 'Reports' will be your PostgreSQL connection to your Migration Tooling metadata repository, which allows us to add targets to the tooling metadata database for reporting.

On the Connection Name field, ensure to enter 'Reports' as a name. On the Target Storage Locations field, ensure to enter 'red'.
Complete the other fields with the appropriate data, then click Validate to check your configurations.
Once you validate your configurations click Add.
On the Add Targets screen you will see the two connections you just added. Click Next continue and add the source connection.

Adding the Source Connection

On the Add ODBC Sources screen, configure the data source you want to migrate from RED Classic. Click Validate to check your configurations and then click Add.
The Add ODBC Sources screen will show the connection you just added. Click Next to continue or click Add another source to add more sources.
On the Summary screen review your configurations are correct, you can click Previous to make changes or click Install to continue.

Once the installation finishes, click Finish to close the installer and launch RED.

Enablement Packs > RED Migration Tooling > install_migrate_finished.png

Enter your login settings and click Connect.

Enablement Packs > RED Migration Tooling > login_migrate_repo.png

Migration Preparation

Migration Preparation Script

When WhereScape RED starts for the first time, after the installation steps described in the previous section, the script that prepares the Migration Tool executes automatically.

If you get failures in the Reports pane after opening WhereScape RED, then one or more of the preparation steps in the host script named '1_prepare_migration' did not succeed.

Take note of the failure message and see if you can correct the issue, then rerun the script. On subsequent script runs you may get additional failures due to the earlier run having already applied a change but in general rerunning this script will not cause issues and some failures may be dismissed.

If you have not set up the required connections, the Results pane will display a failure message similar to the image shown below. Please expand the Connections node in the left tree and add or amend connections as required before rerunning the script.

Enablement Packs > RED Migration Tooling > migrate_error_sample.png

If you do add or adjust connections at this point, then ensure you 'Save your Connection Profile' and restart RED so that the in-memory profile of connections credentials is up to date.

The Migration Preparation Script will prompt for two items:

Source Repository Database Type - either SQL Server, Oracle or Teradata
Target Database Enablement Pack - this is the location of the unpacked RED 10 compatible Enablement Pack for your licensed target

Enablement Packs > RED Migration Tooling > select_ep_migrate.png

Manual Checks

For each connection Target, Source and Reports:
1. Open the connection and click the 'Derive' button to ensure the server and port fields are up to date.
2. Browse the connection to ensure the credentials are working (note that the Target connection will not have any objects to display yet).
Check the Parameters which the start-up script added make sense for your environment:

Setup the Migration Tool Scheduler

Install

Next, we'll need a Windows Scheduler installed to perform the migration tasks. Follow the Windows Scheduler Installation instructions to install a WhereScape RED Scheduler

Remember your Profile Encryption Secret for later entry into the Scheduler Profile Maintenance wizard.

Configure Local Credentials

After installing the Scheduler ensure to enter your scheduler credentials into the Configuration page of the Scheduler tab in RED, then Save your Profile again to ensure your credentials are preserved between RED sessions.

Enablement Packs > RED Migration Tooling > migrate_scheduler_config.png

Configure Scheduler Credentials

Before running any jobs, you must first setup the Scheduler Profile which adds the encrypted connection credentials rows for the connections in RED. This makes those credentials available to scheduled jobs. To do this run the Host Script 'wsl_scheduler_profile_maintenance'

You will need your Profile Encryption Secret added during Scheduler installation.

Publish and Run jobs

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Run the Migration Jobs

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