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Party Migration Tool

Overview

This tool walks through the steps required to successfully migrate an existing Policy and Billing install that uses Duck Creek Party into a Suite installation using AFS Party services (sometimes referred to as “Common Party”).  The result of following these steps is a Suite installation that uses AFS Party with a single consolidated database that contains all Party/Billing/Policy tables needed. 

Package Links

View Package Documentation

Dependencies for Package

The following tools and packages are required for correct implementation of the package.

Tools Needed to Complete the Package Installation

The following tools are needed to complete the package installation:

  • SQL Server Management Studio (12 or later)

Dependencies

To use this package, you must also have Duck Creek Policy and Duck Creek Billing installed.

Installing the Package

After you are granted access to the Content Exchange packages you requested, use the Content Exchange Package Utility to install the package. This utility can be run on the server or on your local machine.

To install a package:

  1. Download and install version 3.5.0 of the Content Exchange Package Utility. 
  2. Once installed, open the utility and use it to install or unzip your downloaded packages. Learn more about using this utility.
    Some packages are completely installed by the Content Exchange Package Utility while others still require some manual steps. The documentation provided with each package includes any manual steps required to successfully install that package.
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