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Patching systems without downtime (Pega 8.3 and earlier)

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The Pega patch process is zero-downtime for highly available systems when you use the out-of-place process so you can continue working in your application while you patch your system.

To review the requirements and tasks associate with creating a highly available system, see Configuring high availability deployments.

Clients running Pega Platform versions 8.1.0 – 8.1.3 will experience end-user session loss during the rolling restart phase of the patch process since the patched nodes are unable to join the existing cluster. Therefore end-users must log in again to create a new session and restart their transaction. Clients running Pega Platform, versions 8.1.4 – 8.1.8 avoid this issue and experience zero-downtime as detailed below.

For releases 8.3.x and earlier, patches rely on the following three schemas:

  • Data schema – your existing data schema. This will be your data schema after the patch as well.
  • Rules schema – your existing rules schema. This schema will be replaced after the patch.
  • New rules schema – a schema on the same database you create for staging the patch. This will become the new rules schema.

Clients apply patches by completing the following steps:

  1. Prepare the cluster for the patch by configuring the high availability cluster settings.
  2. Create a new blank rules schema in your existing database.

  3. Migrate only the rules from the existing rules schema to the new rules schema.

  4. Patch the new rules schema.

  5. For Oracle databases, you must grant access to the new rules schema tables by using migrate.sh again to generate the necessary rules objects (GRANT statements) which will link the data schema to the new rules schema after you patch the new rules schema.
  6. Patch the data schema.

  7. Using a database editing tool, delete the old rules schema from your database and clean up unused temporary data tables in your new rules schemas.

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