guidewire-upgrade-migration

# Guidewire Upgrade & Migration ## Overview Plan and execute Guidewire InsuranceSuite version upgrades and migrations between self-managed and cloud environments. ## Prerequisites - Current version documentation - Access to Guidewire Community and documentation - Test environment for validation - Backup of current system ## Version Upgrade Planning ### Guidewire Release Cadence | Release Type | Frequency | Support Period | Example | |--------------|-----------|----------------|---------| | Major | Annual | 3 years | 2024.x | | Minor | Quarterly | Until next minor | 202503 | | Patch | Monthly | Until next patch | 202503.1 | ### Upgrade Path Matrix ``` Current Version Target Version Recommended Path --------------- -------------- ---------------- 2022.x 2024.x 2022 -> 2023 -> 2024 2023.x 2024.x 2023 -> 2024 On-Premise 10.x Cloud 2024.x Direct migration with PCF ``` ## Instructions ### Step 1: Assess Current State ```bash #!/bin/bash # assess-current-version.sh echo "=== Guidewire Version Assessment ===" # Check current version from build files CURRENT_VERSION=$(grep -m1 'guidewire.version' gradle.properties | cut -d= -f2) echo "Current Guidewire Version: $CURRENT_VERSION" # List custom Gosu files echo "" echo "Custom Gosu Files:" find modules/configuration/gsrc -name "*.gs" -type f | wc -l echo " Gosu source files" # List PCF customizations echo "" echo "PCF Customizations:" find modules/configuration/config -name "*.pcf" -type f | wc -l echo " PCF files" # List entity extensions echo "" echo "Entity Extensions:" find modules/configuration/config -name "*_ext.xml" -type f | wc -l echo " extension files" # List integration points echo "" echo "Integration Points:" grep -r "gw.api.rest" modules/configuration/gsrc --include="*.gs" | wc -l echo " REST API integrations" grep -r "gw.api.webservice" modules/configuration/gsrc --include="*.gs" | wc -l echo " SOAP integrations" ``` ### Step 2: Review Breaking Changes ```typescript // Breaking change analysis script interface BreakingChange { version: string; category: 'API' | 'Gosu' | 'Database' | 'Configuration'; description: string; impact: 'High' | 'Medium' | 'Low'; migration: string; } const breakingChanges: BreakingChange[] = [ { version: '2024.03', category: 'API', description: 'Deprecated endpoints removed from Cloud API', impact: 'High', migration: 'Update to new endpoint paths - see migration guide' }, { version: '2024.03', category: 'Gosu', description: 'Query API syntax changes for complex joins', impact: 'Medium', migration: 'Update Query.make() calls with new join syntax' }, { version: '2024.01', category: 'Database', description: 'Column type changes for monetary amounts', impact: 'High', migration: 'Run provided migration script before upgrade' } ]; function analyzeImpact(currentVersion: string, targetVersion: string): void { const applicableChanges = breakingChanges.filter(change => { return compareVersions(change.version, currentVersion) > 0 && compareVersions(change.version, targetVersion) <= 0; }); console.log('=== Breaking Changes Analysis ==='); console.log(`From: ${currentVersion} To: ${targetVersion}`); console.log(`Total breaking changes: ${applicableChanges.length}`); const byCategory = applicableChanges.reduce((acc, change) => { acc[change.category] = acc[change.category] || []; acc[change.category].push(change); return acc; }, {} as Record); Object.entries(byCategory).forEach(([category, changes]) => { console.log(`\n${category}:`); changes.forEach(change => { console.log(` [${change.impact}] ${change.description}`); console.log(` Migration: ${change.migration}`); }); }); } ``` ### Step 3: Database Upgrade ```groovy // build.gradle - Database upgrade tasks tasks.register('backupDatabase') { doLast { exec { commandLine 'pg_dump', '-h', dbHost, '-U', dbUser, '-d', dbName, '-F', 'c', '-f', "backup-${dbName}-${new Date().format('yyyyMMdd-HHmmss')}.dump" } } } tasks.register('upgradeDatabase') { dependsOn 'backupDatabase' doLast { // Run Guidewire database upgrade exec { commandLine './gradlew', 'dbupgrade', "-PdbHost=${dbHost}", "-PdbName=${dbName}", "-PdbUser=${dbUser}", "-PdbPassword=${dbPassword}" } } } tasks.register('validateDatabaseUpgrade') { dependsOn 'upgradeDatabase' doLast { // Verify schema version def result = exec { commandLine 'psql', '-h', dbHost, '-U', dbUser, '-d', dbName, '-c', 'SELECT version FROM schema_version ORDER BY id DESC LIMIT 1' standardOutput = new ByteArrayOutputStream() } println "Current schema version: ${result.standardOutput}" } } ``` ### Step 4: Code Migration ```gosu // Automated code migration helpers package gw.migration uses gw.api.util.Logger class CodeMigrationHelper { private static final var LOG = Logger.forCategory("Migration") // Replace deprecated API calls static function migrateDeprecatedAPIs(code : String) : String { var migrated = code // Example: Migrate old Query syntax migrated = migrated.replaceAll( "Query\\.make\\(([^)]+)\\)\\.withEqual", "Query.make($1).compare" ) // Example: Migrate old date handling migrated = migrated.replaceAll( "new Date\\(\\)", "Date.Today" ) // Example: Migrate deprecated methods migrated = migrated.replaceAll( "\\.getBundle\\(\\)", ".Bundle" ) return migrated } // Check for deprecated patterns static function findDeprecatedPatterns(code : String) : List { var issues = new ArrayList() var patterns = { "deprecated_query" -> "Query.make.*withEqual", "old_date" -> "new java.util.Date\\(\\)", "string_concat_in_query" -> "\"SELECT.*\\+.*\\+", "deprecated_session" -> "SessionInfo.getCurrentSession" } patterns.eachKeyAndValue(\name, pattern -> { if (code.matches(".*${pattern}.*")) { issues.add("Found deprecated pattern: ${name}") } }) return issues } } ``` ### Step 5: Configuration Migration ```bash #!/bin/bash # migrate-configuration.sh TARGET_VERSION="202503" SOURCE_DIR="./modules/configuration" BACKUP_DIR="./migration-backup-$(date +%Y%m%d)" echo "=== Configuration Migration to $TARGET_VERSION ===" # Backup current configuration echo "Backing up current configuration..." mkdir -p "$BACKUP_DIR" cp -r "$SOURCE_DIR" "$BACKUP_DIR/" # Update product model references echo "Updating product model references..." find "$SOURCE_DIR/config/products" -name "*.xml" -exec sed -i \ 's/xmlns="http:\/\/guidewire.com\/pc\/product\/[0-9]*"/xmlns="http:\/\/guidewire.com\/pc\/product\/'"$TARGET_VERSION"'"/' {} \; # Update typelist references echo "Updating typelist references..." find "$SOURCE_DIR/config/typelist" -name "*.xml" -exec sed -i \ 's/schemaVersion="[0-9]*"/schemaVersion="'"$TARGET_VERSION"'"/' {} \; # Validate XML files echo "Validating XML files..." find "$SOURCE_DIR/config" -name "*.xml" -exec xmllint --noout {} \; 2>&1 echo "Configuration migration complete" ``` ### Step 6: Integration Migration ```typescript // API version migration interface EndpointMigration { oldPath: string; newPath: string; changes: string[]; } const endpointMigrations: EndpointMigration[] = [ { oldPath: '/account/v1/accounts/{id}/policies', newPath: '/account/v1/accounts/{id}/active-policies', changes: ['Path renamed', 'Only returns in-force policies'] }, { oldPath: '/job/v1/submissions/{id}/quote', newPath: '/job/v1/submissions/{id}/actions/quote', changes: ['Moved to actions sub-resource'] } ]; function migrateApiCalls(code: string, fromVersion: string, toVersion: string): string { let migratedCode = code; endpointMigrations.forEach(migration => { const oldPattern = new RegExp( migration.oldPath.replace(/\{[^}]+\}/g, '[^/]+'), 'g' ); if (oldPattern.test(migratedCode)) { console.log(`Migrating: ${migration.oldPath} -> ${migration.newPath}`); console.log(` Changes: ${migration.changes.join(', ')}`); migratedCode = migratedCode.replace( migration.oldPath, migration.newPath ); } }); return migratedCode; } ``` ### Step 7: Testing Migration ```gosu // Migration test suite package gw.migration.test uses gw.testharness.v3.PLTestCase uses gw.testharness.v3.PLAssert class MigrationTestSuite extends PLTestCase { function testQueryAPICompatibility() { // Test new Query API syntax works var accounts = Query.make(Account) .compare(Account#AccountStatus, Equals, AccountStatus.TC_ACTIVE) .select() .toList() PLAssert.assertNotNull(accounts) } function testEntityExtensions() { // Verify custom entity extensions still work var policy = createTestPolicy() policy.CustomField_Ext = "Test Value" policy.Bundle.commit() var loaded = Query.make(Policy) .compare(Policy#ID, Equals, policy.ID) .select() .AtMostOneRow PLAssert.assertEquals("Test Value", loaded.CustomField_Ext) } function testIntegrationEndpoints() { // Verify integration endpoints respond correctly var client = new ExternalServiceClient() var response = client.healthCheck() PLAssert.assertTrue(response.isHealthy()) } function testDataMigration() { // Verify migrated data integrity var count = Query.make(Account).select().Count PLAssert.assertTrue(count > 0, "Expected migrated accounts") } } ``` ## Cloud Migration Checklist ### Pre-Migration | # | Task | Status | |---|------|--------| | 1 | Complete Guidewire Cloud readiness assessment | [ ] | | 2 | Identify all integration points | [ ] | | 3 | Document custom Gosu code | [ ] | | 4 | Assess data volume and migration time | [ ] | | 5 | Plan downtime window | [ ] | ### Migration Execution | # | Task | Status | |---|------|--------| | 6 | Export configuration from on-premise | [ ] | | 7 | Transform configuration for Cloud | [ ] | | 8 | Deploy to Cloud sandbox | [ ] | | 9 | Run smoke tests | [ ] | | 10 | Migrate data | [ ] | | 11 | Update integration endpoints | [ ] | | 12 | Validate all functionality | [ ] | ### Post-Migration | # | Task | Status | |---|------|--------| | 13 | Performance testing | [ ] | | 14 | Security validation | [ ] | | 15 | User acceptance testing | [ ] | | 16 | Go-live approval | [ ] | ## Rollback Procedure ```bash #!/bin/bash # rollback-upgrade.sh echo "=== Upgrade Rollback ===" # Restore database backup LATEST_BACKUP=$(ls -t backup-*.dump | head -1) echo "Restoring from: $LATEST_BACKUP" pg_restore -h "$DB_HOST" -U "$DB_USER" -d "$DB_NAME" -c "$LATEST_BACKUP" # Restore code to previous version git checkout previous-version ./gradlew clean build # Restart services ./gradlew runServer echo "Rollback complete - verify system functionality" ``` ## Output - Version assessment report - Breaking change analysis - Migration scripts - Test results - Rollback procedure ## Resources - [Guidewire Release Notes](https://docs.guidewire.com/cloud/release-notes/) - [Cloud Migration Guide](https://docs.guidewire.com/cloud/migration/) - [Upgrade Best Practices](https://docs.guidewire.com/education/) ## Next Steps For CI/CD integration, see `guidewire-ci-integration`.