Appendix A: Migration Sequence

This appendix serves as a quick list of todos to consider during an upgrade/migration to version 6.0.

Preparation

1. Do a test upgrade of the client database
2. Compare form customization before and after upgrade
   1. Note change in field names
   2. Note field availability
   3. The use of the field security rights groups (case extra fields)
   4. The use of financial fields at the client (this may require customization of the Organization and Plaintiff objects)
   5. The use of legacy custom fields on case - especially the deprecated field names stored on organization/plaintiff.
   6. These steps should be performed for all case types if multiple were migrated from the per-plaintiff customizations.
3. Take note of changes to the users
   1. Some users/teams that may be visible that should not be
   2. Some users/teams that may not be visible that should be
   3. List users that may be deleted after the upgrade
   4. The use of Security Templates
   5. The support users: password, user name.
4. Extensions
   1. Test the upgrade of the standard extension
   2. Some extensions may not be applicable anymore
   3. Custom extensions will have to be upgraded to the new extension framework version
   4. Custom applications and integrations will have to be upgraded to make use of the Case Manager 6 DLLs, and analyzed for further compatibility.
5. Test printing of the documents and reports the client uses.

Live server migration

1. Set license.
2. Stop & uninstall time and queue service
3. Make backup
4. Stop firebird service
5. Copy new file structure
   1. Installation files
   2. Copy reports and attachments
   3. Any custom tools, processes, ETL jobs
6. Uninstall instance directory service
   1. The installation process will try to migrate the settings from the old location to the new location, but if it cannot, the instances will have to be created manually.
7. Uninstall all applications, especially Instance Directory Utility
8. Install server prerequisites
   1. Upgrade Firebird
   2. Optimize Firebird
   3. Install VerifyPrerequisties
9. Install Instance Directory Utility
10. Run VerifyDatabaseUsers
    1. Requires the SYSDBA password
11. Restore backup (if the database location moved)
12. Use Instance Directory Utility to upgrade the database
13. Install Case Manager applications, especially the Configuration Tools
14. In the Configuration Tools, install the extensions
    1. Uninstall extensions not applicable anymore
    2. Install the latest version of the extensions in use
    3. Consider the new extensions, especially the EMPCONF and ATTFS
    4. Set up the extension in the Extension settings - especially the ATTFS
15. Set the Time and Queue server settings
    1. You have the option to auto-generate the URL based on the instance details
16. Install the Time and Queue Server services
17. Set up scheduled tasks
    1. Make the necessary changes to the batch files in the CaseManagerTools folder
    2. Set up/Change the scheduled tasks to make use of these batch files
    3. You can consider using the backup cleanup process to reduce the amount of backup stored.
18. Based on the preparation analysis of form customization
    1. Make necessary changes to the relevant data models. This includes removing unused fields in the model, adding missing fields.
    2. Consider customizing field names where it was only done in the original form customization and not as a set-up custom field.
    3. Consider grouping related custom fields together where applicable.
    4. Customize the form as before where the customization may be lost.
    5. Look especially at the Organization and the Plaintiff objects at site making use of the financial functionality. You may have to add the financial fields and load the form customization XML for these objects with Financial fields added.
19. Based on the preparation analysis of users
    1. Set user visibility where incorrect
    2. Confirm the setup of the system/support users
    3. Associate users with Security Roles if applicable
20. Security
    1. Revisit the security rights associated with the custom fields. Based on the client’s need this may be restructured giving intuitive names to the rights and assigning them to the correct set of fields.
21. Templates
    1. Migrate the report and document templates
    2. Consider removing templates that are not applicable to the client
    3. Add special templates (file in tools)

Client Workstations

1. Uninstall old VoyagerNetz applications
2. Run Verify Prerequisites
3. Install applicable applications from the new network path