Migrate Data From Classic USPS into USPS-R

This guide describes the suggested steps for migrating customers from Classic USPS to USPS-R. The article assumes that the district instance has already been configured as described in Setting up a District Instance

Step-by-step guide

  1. Review the information contained on the Pre Data Extract Procedures page.
  2. Extract classic data as described in the /wiki/spaces/AR/pages/787550.
    1. Pay particular attention to the parameters that this procedure accepts especially P3 (the third parameter).
      1. USPS-R can extract and import the existing payrollcd archives into the application file store and P3 facilitates this when set to "TRUE".
      2. It is likely most districts will want this when extracting and importing for the final time.
      3. This does increase the extract and import times along with requiring more disk space, so the step may be excluded for trial and/or preliminary imports. 
  3. Review the USPS_{IRN}.LOG file to verify the extract was successful.
  4. Import the extracted data into USPS-R as described in /wiki/spaces/AR/pages/787700.
  5. Review the resulting uspsimport.log file for errors

    The end of the import log will have a binary status that will indicate whether the importer ran to completion. It will appear similar to the following example.

    districtname_uspsimport_1 exited with code 0

    A code of 0 indicates the importer ran to completion whereas a code of 1 signifies the importer terminated with an unknown exception.

    Please note: A status of 0 does not mean there were no errors and the logs should still be reviewed. This status simply means the importer ran to completion. A status of 1 always indicates a failure. With a status of 1 the underlying cause will need to be determined and the import will need to be re-run after the issue is corrected.

    Further information on common errors and warnings can be found in the USPS-R Common Importer Errors and Warnings guide.

  6. Important-Review the information on the Post Import Procedures page.

  7. If you utilize the Employee Kiosk and have W2 or payslip PDF archives that you want employees to continue to have access to these archives will need to be loaded into the USPS-R file archive.
    1. Details on how to accomplish this can be found on the File Archive page in the USPS Documentation.
  8. Once a successful import has been certified we recommend immediately creating a database backup using the /ssdt/script/backup-usps.sh script.