3 Replies Latest reply on Sep 6, 2016 4:58 PM by Jason Capriotti

    What happens to files checked out when doing an EPDM upgrade?

    Steven Tomlinson

      We are about to do an upgrade to our EPDM system (2015 to 2016).  We have requested that all users check in their work or risk losing it.  What would happen if the files are not checked in during the upgrade?  We don't want to check them in ourselves in case of data loss.  I cannot find anything other than it is recommended that people check in everything.

        • Re: What happens to files checked out when doing an EPDM upgrade?
          Steve Ostrovsky

          I've done countless EPDM upgrades and there's always someone who doesn't check their data in and I haven't had calls and complaints yet regarding the upgrade itself. Yes we advise them to check everything in, backup the database and archive folders just in case we have to rollback. Can you imagine a user with multiple global sites, hundreds of users and coordinating them to check everything in... Won't happen. Someone will be on vacation or travelling and can't access the vault, yet the latest version of the file is on their local vault view sitting at the beach.


          Do your best to get things checked in, make a report of everything checked out (see image below) and then go for the upgrade. Or, wait for everyone to check everything in which could be next year depending on the size of your organization


          • Re: What happens to files checked out when doing an EPDM upgrade?
            Christian Chu

            Files created in new SW release can be checked into the previous PDM release;  however, soon PDM is upgraded to the current release, the old release SW files can't be checked into the current PDM

            so if the checked-out files are saved to current release, they can be checked  into upgrading PDM

            as an admin, I always ask everyone check-in their files before the upgrading

            • Re: What happens to files checked out when doing an EPDM upgrade?
              Jason Capriotti

              I try to get everyone to check their files in before doing an upgrade but with hundreds of users its near impossible. We got it down to 200-300 files checked out from 3000 but I had to go to their managers to get it down that much.


              The biggest risk is if the client upgrade on their machines fails and has to be manually removed and reinstalled, you then have to contend with the files that are checked out to that user's local view. General you have to remove the local vault view but keep the files and rename the vault folder. Reinstall and setup a new local vault view after fixing whatever is causing the software upgrade to fail. Then copy the files that were checked out from the old vault view folder to the new one in the correct locations. If they have a lot of files checked out in various folders, this could be very time-consuming.


              I have had clients fail to upgrade but never one that had files checked out. I warn the user that they will have to fix this if it happens.