Difference between revisions of "HowTo:Transfer Data from UBIK 3 to UBIK 4"

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

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.