Appendix B: Transfer dossier from production to test system
The easiest way to copy dossier from PCS production system to PCS test (or school) system is by following these steps:
- Find the dossier that you want to copy from PCS production system and export it in WS-XML format
- If the dossier contains IM timetable, remove the content of <tt_km> element (the newly created dossier will be in Open/Harmonization phase and in this phase there is no IM timetable)
- Clean up dossier related IDs[1] which are relevant only for existing dossier like:
- dossier_id
- changenr
- creator_pfuser_id
- lastchange_date
- lastchange_agency_id etc.
- Use environment specific (pfcoretest or pcsschool) IDs for entities and reference data[2]. The best way to find out environment specific IDs is to use helper operations like getXYZ. For example:
- for operation point IDs on pfcoretest system you can use getOperationPointByXYZ operations
- for Activity types, you can use getActivityTypes operation
- for Location types, you can use getLocationTypes operation etc.
- Update <calendaritem_id> element in every path section. Use calendar bitfield instead of specific ID. You can easily find the calendar bitfield for each path section by searching the id in decorative <calendars> element.
- Remove all decorative elements[3] like:
- <operationpoints>
- <agencies>
- <calendaritems> etc.
- At the end the cleaned up dossier xml should contain only <dossier> element
- Use this cleaned up dossier xml in createSingleDossier WS operation (the dossier will be created and automatically promoted in Harmonization)
- Promote the dossier to the desired phase via PCS application or updateDossierRUIMPair WS operation