Perform the following tasks to prepare for upgrade:

1. Correct all precheck issues before upgrade.

   The Process Automation precheck looks for any active process instances. This precheck may fail for a couple of reasons:

   • You have active process instances in Oracle Integration Generation 2. To see the active process instances, click My Tasks, then choose Processes. You must be signed in with a user that has the Service Administrator role to be able to see all process instances.
   • You've had active process instances in the past 30 days. Oracle allows an grace period of 30 days to ensure you have an opportunity to save and export your data from Oracle Integration Generation 2 Process. So, even if all runtime transactions are completed on your Oracle Integration Generation 2 instance and you've fully transitioned to OCI Process Automation, this precheck may fail.

   If the Process Automation precheck is failing, decide what to do:

   • If you have active process instances that you want to complete before upgrade, leave Ignore active instances unselected.
   • If all your active process instances are complete or you don't need them to complete, select Ignore active instances.
2. Select Attach an OCI Process Automation instance and supply the OCI Process Automation OCID. This option will attach your existing OCI Process Automation instance to your Oracle Integration 3 instance during upgrade. You must meet the following prerequisites:
   • The OCI Process Automation instance must be in the same region, tenancy, and compartment as the Oracle Integration instance.
   • The OCI Process Automation instance and the Oracle Integration Generation 2 instance must share the same identity domain.

   When your instance has passed all prechecks, Oracle sends you an email with your scheduled upgrade window. See View Your Upgrade Window.

3. Complete any other preparations you haven't already done. See Prepare for the Upgrade to Oracle Integration 3.
4. Save runtime data from Oracle Integration Generation 2 Process. This step is important to ensure that you don't lose the history of completed transactions. You must do this before upgrade. See Archiving and Purging Process Automation Data in Oracle Integration.

   As part of these steps, you'll configure the Oracle Storage Service and schedule instances for archive and purge. Be aware of the following points:

   • The archived information will be available in the configured Object Storage bucket.
   • Attachments aren't included in the archive files. You must export these manually. See Retrieve a Process Attachment as a Stream in REST API for Oracle Integration 2.

Complete the post-upgrade tasks to make sure users can access the new instance, data going to and from integrations can be sent through the firewall, and integrations work as expected. As noted, you don't need to complete the post-upgrade tasks for Process Automation as those are for a different upgrade path.

Clean Up Legacy Client Code

If you still have integrations or Visual Builder applications that were used to communicate to Oracle Integration Generation 2, use this opportunity to clean them up.

Changes You'll See After Upgrade

After upgrade is complete, you'll see the following changes:

• In the Oracle Integration navigation menu, you'll see a Process option.
• In Oracle Cloud Infrastructure Console, when you view the Oracle Integration instance, you'll see that Process Automation is enabled.
• Process usage is metered under Oracle Integration.