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10-Marble
November 19, 2015
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Handling customizations in upgrade from 9.1 to 10.2

  • November 19, 2015
  • 4 replies
  • 5284 views

 

All,

 

I have a couple of questions on handling customizations in our test upgrade from Intralink 9.1 M060 to 10.2 M030.

 

  1. Is our filebased versioning a customization that has to be reloaded on the target server? We originally loaded this on the source with: java wt.series.LoadFileBasedSeries.
  2. Are Object Initialization Rules (OIR's) customizations that need to be created on the target server? We originally created OIR's on the source from .xml files.

 

The upgrade guide says the following about filebased series:

 

"If your source system has file-based series, then you need to verify that the file-based series on the target system is in sync with the source system’s filebased series. Ensure that the versioning scheme is set up in wt.properties on the target system exactly like it is on the source system."

 

How would I verify that the "file-based series on the target system is in sync with the source system’s filebased series"?

 

Which properties in wt.properties am I looking for to "Ensure that the versioning scheme is set up in wt.properties on the target system exactly like it is on the source system."?

 

The upgrade guide also mentions OIR's with this statement:

 

"Verify that there are object initialization rules (OIRs) for every versioned object type in the system and that they are using a valid series (defined in wt.properties or a file-based series). Ensure that the wt.properties has the same series configuration as the source system."

 

How would I verify this? When the upgrade guide says "verify" does in really mean "create"?

 

In general I don't have a clear understanding of what Windchill configurations and settings have to be manually performed on the target server versus which ones come in with the imported database.

 

Thanks,

 

Mike Foster

 

Orbital ATK

 

Best answer by MikeFoster

I finally finished testing the upgrades and it turns out that our filebased versioning does not have to be reloaded and OIR's do not have to be recreated on the upgrade target server.

Thanks, Mike

4 replies

22-Sapphire I
November 19, 2015

It does take quite a bit of careful analysis to determine which things need to be done on the file system of the target before upgrading and which come with the database export. The file based series in fact does need to be established on the target system before upgrade, including any related properties. All OIR's are part of the database export / import. The LoadFromFile commands for series allow both -load and -read.  It may be a bit confusing as documented but -read requires a filename and the result is that the system creates that file and dumps into it the current series, allowing verification. On the target system, you should create and revise sample data to verify that your series is working.  In order to do this you have to temporarily apply OIR(s) to use the series.  Any OIR's will be overwritten with the upgrade but the series won't.

10-Marble
November 19, 2015

When we originally installed I used the following command to put in a versioning series that would match our migrated Ilink 3.4 configuration:

java wt.series.LoadFileBasedSeries "C:\ptc\Windchill_9.1\Windchill\loadFiles\pdmlink\atk-versioning.xml" -load

Would I run this on the target now?

22-Sapphire I
November 19, 2015

Yep.  Recommend: - Run command using -read and a filename something like as_installed.xml - Run command to load - Run command using -read and a filename something like atk_as_loaded.xml

22-Sapphire I
November 19, 2015

more... In terms of the related properties, if you use any OTB series, nothing needed - even if you use different characters in the series.  If you create a custom series, then a set of properties is needed; can essentially duplicate the OTB set for IntegerSeries for example.

1-Visitor
November 19, 2015

Please refer the following and it explains the different entries in wt.properties and OIRs.

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS148182

MikeFoster10-MarbleAuthorAnswer
10-Marble
December 18, 2015

I finally finished testing the upgrades and it turns out that our filebased versioning does not have to be reloaded and OIR's do not have to be recreated on the upgrade target server.

Thanks, Mike