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consolidate steps
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jarpat committed Oct 24, 2023
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11 changes: 5 additions & 6 deletions docs/user/PostPostgreSQLDataTransfer_Experimental.md
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Expand Up @@ -36,9 +36,8 @@ You had an existing SAS Viya platform deployment that was created using the viya

#### Crunchy 4

1. While following the [PostgreSQL Data Transfer Guide](https://documentation.sas.com/?cdcId=itopscdc&cdcVersion=default&docsetId=pgdatamig&docsetTarget=titlepage.htm) under "Steps for Crunchy Data 4" in Step 5 you are asked to remove all entries in your kustomization.yaml that contain a set of strings that are used for Crunchy 4 Data PostgreSQL configuration.
2. Since the viya4-deployment project automatically manages the configuration and creation of the PostgreSQL related entries in your kustomziation.yaml, you can skip Step 5 from the "Steps for Crunchy Data 4" for now.
3. You will now need to configure your ansible-vars.yaml to make the switch over from Crunchy Data PostgreSQL to an external PostgreSQL cluster.
1. While following the [PostgreSQL Data Transfer Guide](https://documentation.sas.com/?cdcId=itopscdc&cdcVersion=default&docsetId=pgdatamig&docsetTarget=titlepage.htm) under "Steps for Crunchy Data 4" in Step 5 you are asked to remove all entries in your kustomization.yaml that contain a set of strings that are used for Crunchy 4 Data PostgreSQL configuration. Since the viya4-deployment project automatically manages the configuration and creation of the PostgreSQL related entries in your kustomziation.yaml, you can skip Step 5 from the "Steps for Crunchy Data 4" for now.
2. You will now need to configure your ansible-vars.yaml to make the switch over from Crunchy Data PostgreSQL to an external PostgreSQL cluster.
* If as part of your data transfer, you provisioned your PostgreSQL clusters using any [Viya 4 IAC projects](https://github.com/search?q=org%3Asassoftware+viya4-iac-&type=repositories), then your PostgreSQL configuration and connection information should already be present in the .tfstate file, so you don't need to add those entries in your `ansible-vars.yaml`. You should modify the `V4_CFG_POSTGRES_SERVERS` variable if it's still configured to use an internal Crunchy instance like so:
```yaml
# modify as below to use external instance
Expand All @@ -47,6 +46,6 @@ You had an existing SAS Viya platform deployment that was created using the viya
internal: false
```
* If as part of your data transfer, you provisioned your PostgreSQL clusters without the use of a Viya 4 IAC project, then you will need to manually add definitions for each of your PostgreSQL clusters. You can see an example definition here in our [CONFIG-VARS.md documentation](https://github.com/sassoftware/viya4-deployment/blob/main/docs/CONFIG-VARS.md#postgresql)
4. Going back to the [PostgreSQL Data Transfer Guide](https://documentation.sas.com/?cdcId=itopscdc&cdcVersion=default&docsetId=pgdatamig&docsetTarget=titlepage.htm) under "Steps for Crunchy Data 4" perform Step 8 and start the operator if your deployment is managed by the SAS Deployment Operator (if `V4_DEPLOYMENT_OPERATOR_ENABLED` was set to true)
5. Run the ansible-playbook again with the `viya,install` tags. This will update the kustomization.yaml by removing entries related to Crunchy 4 and add entries for your external PostgreSQL cluster, all managed by viya4-deployment. The manifest will be rebuilt and reapplied to the cluster.
6. Go back to the [PostgreSQL Data Transfer Guide](https://documentation.sas.com/?cdcId=itopscdc&cdcVersion=default&docsetId=pgdatamig&docsetTarget=titlepage.htm) under "Steps for Crunchy Data 4" and perform Steps 10 and onwards to complete the data transfer.
3. Going back to the [PostgreSQL Data Transfer Guide](https://documentation.sas.com/?cdcId=itopscdc&cdcVersion=default&docsetId=pgdatamig&docsetTarget=titlepage.htm) under "Steps for Crunchy Data 4" perform Step 8 and start the operator if your deployment is managed by the SAS Deployment Operator (if `V4_DEPLOYMENT_OPERATOR_ENABLED` was set to true)
4. Run the ansible-playbook again with the `viya,install` tags. This will update the kustomization.yaml by removing entries related to Crunchy 4 and add entries for your external PostgreSQL cluster, all managed by viya4-deployment. The manifest will be rebuilt and reapplied to the cluster.
5. Go back to the [PostgreSQL Data Transfer Guide](https://documentation.sas.com/?cdcId=itopscdc&cdcVersion=default&docsetId=pgdatamig&docsetTarget=titlepage.htm) under "Steps for Crunchy Data 4" and perform Steps 10 and onwards to complete the data transfer.

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