We are upgrading Workgroup PDM to PDM Professional. Is it necessary to create a new vault or can we just keep using the old vault?
What you can do in preparation for the data migration is to recreate the WGPDM vault configuration in a new SWPDM Pro vault. I found these to be some key things that the new vault must have that mimic the WGPDM vault:
Other requirements or Tips:
That is off the top of my head so forgive me if I missed anything.
As others said - testing is important as you might not find all the issues until you have run a test migration a couple times. I found that when one issue was corrected it would progress farther and maybe find a different one that it didn't get to or you missed the first time.
Yes. It is different software not a new version. You will need to migrate all of your files from your Workgroup vault to a PDM Professional vault.
PDMWorks to PDM Pro is not an upgrade but a migration of data. By virtue of moving to new software you will be creating a new vault. The good part is that your old vault should come right over so check with your VAR on migration needs.
Barry, the two vaults are very different. As Mike and Steve said, it is not an upgrade. To migrate your data, you need to go through your VAR unless you are going to put everything in yourself. Your Workgroup vault is older 32bit flat-file format (kinda like a secure network folder with fancy client controls), PDM Pro is SQL full up true Database. This is good, if done correctly. As Steve said, you should be checking with your VAR on this as you want to get it right the first time. PLAN.TEST. repeat. You want the software to work for you, not against you.
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