Hi Wayne,
I can tell you briefly how our recent change from wf3 to wf5 went. Our change included Intralink 8 to Intralink 9 on new servers.
Basics:
We had an external PTC support company here in Belgium, Savaco, taking care of the data migration.
Internal IT support: 2 person (1 in Belgium, 1 from China)
Internal power users: 3 persons (2 in Belgium, 1 from China)
Internal project leader: 1 person
We shifted to new server hardware, master server in Belgium, replica in China
WF5 clients installed on 32bit and 64bit xp and on 32bit Win7
note: I will keep the info towards the migration in Belgium(master vault) because this is the part I was involved with
First step:
Assign internal project leader
Assign internal power user(s) for testing and feedback
Assign IT responsible(s)
Make general planning including update training for the users
> The trainings were planned close to the GO-Live date so everything would be fresh in memory
> What we learned: 0,5 day Intralink update training > 1 day would be better
1,5 to 2 days WF3 to WF5 update training: extra attention to drawing mode (big changes there)
1 day admin update training for IT and power users
Second step
Copy made of server setup(master only) and analised for issues by Savaco
Third step
Setup new server and do a rehearsal migration
Install a test client station with WF5 and have a power user(s) test the whole new setup
> check working customised mapkeys and menus
TIP: we had an automated setup( with trail file use) made so client installations go quick and easy
Fourth step
Cleanup new server and do second rehearsal migration including lessons learnt from first one
Have the power user(s) retest
Fifth step
Prepare all user client stations
> in our case WF5 was installed next to WF3 so users could continue the daily work
Sixth step
All users check in all work and cleanup cache
Seventh step
Migration
> started thursday evening, ended friday evening including check by Savaco
> saturday: power user check and test + update customised mapkeys and menu setup
> monday: GO LIVE (last week)
Current state:
Collecting small issue, remarks and enhancement requests from users to fix and improve setup
In general a good and smooth upgrade.
Good luck,
Martin
D&M Premium Sound Solutions
Belgium
