Migration of user data

You can find information about the migration limitations and methods when you want to migrate data such as projects, test resources, configuration details of integrated applications, and so on. You can migrate data that is generated in an earlier version of IBM® Rational® Test Automation Server after you upgrade to or install the latest version, and then use that data in the latest version.

Limitations for user data migration

Before you can decide on the migration method for the version of Rational® Test Automation Server, you must review the limitations that apply to the migrated data.

Table 1. Migration limitations
Migrating from	Migrating to	Limitation	The workaround, if available
10.2.3	10.5.0	If you configured IBM® Engineering Test Management on Rational® Test Automation Server 10.2.3, the information about Engineering Test Management is not visible after you migrate Rational® Test Automation Server from 10.2.3 to 10.5.0 or later.	You must reconfigure IBM® Engineering Test Management as a quality management solution in the latest version of Rational® Test Automation Server.
10.2.3	10.5.0	If you configured Jira on Rational® Test Automation Server 10.2.3, the information about Jira is not visible after you migrate Rational® Test Automation Server from 10.2.3 to 10.5.0 or later.	You must reconfigure Jira as a change management system in the latest version of Rational® Test Automation Server.
10.2.3 or earlier	10.5.0	You cannot migrate edited test assets that were created in Rational® Test Automation Server 10.2.3 or earlier, to Rational® Test Automation Server 10.5.0 or later.	You might have to open and edit the test assets in the latest version of Rational® Test Automation Server.
10.2.0	10.2.1 or later	If you edited test assets in your project on Rational® Test Automation Server 10.2.0 and migrated them, then the values displayed in the Last Changed By field might be incorrect for the edited test assets.

Migration methods

The data that is generated in Rational® Test Automation Server can be migrated and used in a later version of Rational® Test Automation Server with except for the limitations detailed in Migration limitations.

You can refer to the following table to know the details of the migration when you want to upgrade to the latest Rational® Test Automation Server version:

Table 2. Migration method used during an upgrade
OS / Platform	Server version	Upgrade method	Migration method
Red Hat OpenShift	10.1.3 or later	In-place upgrade	When you upgrade the software by using the helm upgrade command, the migration of user data takes place during the upgrade process.
Red Hat OpenShift	10.1.2 or earlier	Upgrade by new install	When you upgrade the server software by uninstalling the existing version, and installing the required version of Rational® Test Automation Server, then you must perform the migration task after the installation of the server software is complete. For more information about the migration process, see Migrating user data on Red Hat OpenShift.
Ubuntu	10.1.3 or later	Upgrade by new install	When you upgrade the server software by uninstalling the existing version, and installing the required version of Rational® Test Automation Server, then you must perform the migration task after the installation of the server software is complete. For more information about the migration process, see Migrating user data on Ubuntu from 10.1.3 or later or Migrating user data on Ubuntu from 10.1.2 or earlier.
Ubuntu	10.1.2 or earlier	Upgrade by new install
Azure Kubernetes Service	10.2.3 or later	In-place upgrade	When you upgrade the software by using the helm upgrade command, the migration of user data takes place during the upgrade process.