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

Instructions

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.

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.
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.