View source for HowTo:Transfer Data from UBIK 3 to UBIK 4

With {{UBIK}} Server version 4.0, much has changed on database level. We had to sacrifice direct downward compatibility with respect to older database versions in order to gain new possibilities (see [[Dynamic_Live_Mode]]).

In order to upgrade a {{UBIK}} Environment from version 3.7 to version 4.0, it is necessary to create a new database and to transfer the data from the old database to the new one. Here's how.

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= Instructions =
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== Save all meta definitions to a SmartStudio Project ==
* Open SmartStudio version 3.7.
* Open a new, empty Project.
* Connect to the old {{UBIK}} 3.7 Environment.
* Open a new Transport Container worksheet.
* Right-click to open the context menu and click "Load all MetaClasses".
=> Now, all MetaClasses and MetaProperties are added to the Transport Container. This can take a while.
* After loading all the meta definitions is finished, save the Transport Container to the Project.
* Save the Project to the file system.

== Create an empty {{UBIK}} 4.0 database ==
* Create a new, empty database for your {{UBIK}} 4.0 Environment. It has to be on the same server as your old database (or a copy thereof).
* Open SmartStudio version 4.0.
* Open the previously created Project.
* Connect to the new (and empty) {{UBIK}} 4.0 Environment.
=> SmartStudio now asks you to upgrade the empty database to version 4.0. Confirm the upgrade dialog. {{UBIK}} now creates all the basic system definitions in the previously empty database.
=> You might get an MSDTC related error. In that case you need to enable the MSDTC: https://learn.microsoft.com/en-us/biztalk/adapters-and-accelerators/adapter-sql/configure-msdtc-on-sql-server-and-adapter-client

[[Category:How-To|Transfer Data from 3.7 to 4.0]]
[[Category:Install|Transfer Data from 3.7 to 4.0]]
[[Category:Installing|Transfer Data from 3.7 to 4.0]]
[[Category:Server|Transfer Data from 3.7 to 4.0]]
[[Category:Version 4.0|Transfer Data from 3.7 to 4.0]]

== Transfer the previously copied meta definitions ==
* Open the Transport Container with all the 3.7 meta definitions from the Project.
* Merge & Save the Transport Container to the Environment.
=> All the meta definitions should be available in the new {{UBIK}} 4.0 Environment. Now we just have to transfer the instance data.

== Make sure all languages are configured ==
* Open the Bulk Editor for the Language Meta Class (using SmartStudio or regular Studio) in your new 4.0 Environment.
* Enter all required languages (if you had more than 2).
* It is only important that there are enough languages, you can modify them afterwards.
=> Now, there should be as many languages as there were in the old 3.7 Environment.

== Transfer all instance data ==
* Open the "Instance Data Transfer Wizard" using the "Environment" menu.
* Follow the wizard's instructions until the end.
=> The wizard copies all the instance data from the old 3.7 Environment to the new 4.7 Environment.

== Maintain languages ==
* All languages have been transferred from the old 3.7 Environment.
* Now, there might be duplicate entries. 
* Remove all language objects you don't need and make sure the details (index, primary language) are set correctly.
=> Now, all translations should be displayed correctly; please check.

== Optional: Maintain system object customizing ==
* Most likely, you won't need to do anything here, but if you changed system meta objects in your old 3.7 Environment, additional adaptions might be necessary.
* In the unlikely event that there were custom changes to system objects like the NAMEDBASECLASS, please check whether anything is missing.
* Custom property values or relations must be amended manually.
* Custom code and icon can be restored by linking to the correct Display Data object, which was transferred.
* Ask a developer if you need help.

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[[Category:How-To|Transfer Data from 3.7 to 4.0]]
[[Category:Install|Transfer Data from 3.7 to 4.0]]
[[Category:Installing|Transfer Data from 3.7 to 4.0]]
[[Category:Server|Transfer Data from 3.7 to 4.0]]
[[Category:Version 4.0|Transfer Data from 3.7 to 4.0]]