PCA - H2 Migration from 1.X

H2 is an improved version of H1, but it works in a completely different way. This brings up a new issue: How to upgrade all the content previously created in H1 to H2?

Metadata Conversion and Data Transfer were released as part of PCA v1.6.0.

Metadata Conversion generates a new Program converting the original H1 settings into an H2 configuration, while Data Transfer copies all the original Assessment data stored in H1 and links that data to the new H2 version of a Program.

Requirements to ensure a successful conversion:

The HNQIS2 Metadata Package is required to enable the Metadata Conversion and Data Transfer features.
It is recommended to do the conversion process in a test server with a recent copy of production. To ensure everything works as expected.
The user doing the conversion needs the roles included in the PCA metadata package (PCA – Administrator, PCA – User Sharing Management and _App – Program Configuration App).
Having Microsoft Office Excel is highly recommended to easily fix any errors that appear during the validation step.

Please Note:

Data Transfer won’t be enabled if the original H1 Program hasn’t been converted to H2. The Metadata Conversion process is required to transfer data.

Considerations when upgrading from H1 to H2:

The H1 version of the Program is kept and will still be functional after the Metadata Conversion, however, it is recommended to remove any Sharing Settings from the original Program to block the access.
The Assessment Data captured in the H1 version of the Program is also kept after the Data Transfer, this is to ensure that no historical data is lost.
At any point after the Metadata Conversion is completed, the Assessment Stage of the newly created H2 Program should be checked using the Validate function and then the Program Rules should be built by using the Set Up Program button. This step is required for new data entry.

You can check a detailed explanation on the process by using the following links: