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Process instance migration

Process instances can be migrated from one specific process definition version to another using the process instance migration feature.

Process instance selection

  1. Select a specific process and version from the filters panel. This will be the source process version where instances is migrated from.

operate-view-process-filters

  1. Select all instances from the process instances list that should be migrated to another process version. In this example, three instances from orderProcess will be migrated.

  2. Click Migrate to enter migration view.

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note

It is only possible to migrate running process instances, meaning instances in active or incident state. All other process instances will not be part of the migration plan and will be ignored.

The migration view features three areas: the source process diagram (top left), the target process diagram (top right) and the flow node mapping (bottom panel).

  1. Enter a target process into the Target box, and select a version from the dropdown. This will be the process version where all selected process instances are migrated to.

operate-select-target-process

In the bottom panel, you can see a list of all service tasks from the source process.

  1. Use the dropdowns to select a target flow node for each source flow node that should be part of the migration.

In this example, all service tasks from version 1 of orderProcess are each mapped to the same service task from version 2 of orderProcess.

operate-view-process-filters

note

It is currently only possible to map service tasks, user tasks, subprocesses, call activities, and child instances. Mapping subprocesses to a different scope or mapping event subprocesses is not yet supported by Zeebe. To learn about all limitations, visit the concepts section.

  1. (Optional) Click on a flow node in the diagram or on a source flow node row in the bottom panel to see how flow nodes are mapped.

In this example, process instances will be migrated from Check payment flow node from version 1 of orderProcess to the same Check payment flow node in version 2 of orderProcess.

  1. Click Next for a preview of the migration plan.

operate-view-process-filters

Now, you can see a preview of how flow nodes are mapped and how many process instances are expected to be migrated. In this example, three active instances of the Check payment flow node will be migrated from version 1 to version 2 of orderProcess.

  1. Click Confirm to review your migration. When ready, enter the word MIGRATE into the text box, and click Confirm again to start the migration operation.

operate-view-process-filters

Monitor the migration operation status

Review the monitor operation status documentation to learn how to monitor the status of a migration operation.