Appendix B: Transfer dossier from production to test system

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:

1. Find the dossier that you want to copy from PCS production system and export it in WS-XML format
2. 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)
3. Clean up dossier related IDs[1] which are relevant only for existing dossier like:
   1. dossier_id
   2. changenr
   3. creator_pfuser_id
   4. lastchange_date
   5. lastchange_agency_id etc.
4. 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:
   1. for operation point IDs on pfcoretest system you can use getOperationPointByXYZ operations
   2. for Activity types, you can use getActivityTypes operation
   3. for Location types, you can use getLocationTypes operation etc.
5. 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.
6. Remove all decorative elements[3] like:
   1. <operationpoints>
   2. <agencies>
   3. <calendaritems> etc.
7. At the end the cleaned up dossier xml should contain only <dossier> element
8. Use this cleaned up dossier xml in createSingleDossier WS operation (the dossier will be created and automatically promoted in Harmonization)
9. Promote the dossier to the desired phase via PCS application or updateDossierRUIMPair WS operation