14 Replies Latest reply on Dec 23, 2009 6:39 PM by Brian Dalton

Accessing Customizations from Beta 2010

Brian Dalton Dec 16, 2009 4:40 PM

I ran the EPDM 2010 beta and made a lot of customized files for our company's needs. These include file cards, templates, workflows, etc.

Now my company is gearing up to buy the program and they want me to administer it, but I can no longer get to my customizations because the beta has expired and won't run anymore.

I have been searching to see where these files may have been stored but no luck yet. I just need to get to my customization files so I can plop them into the full version once it's in place. I'd truly hate to lose so many hours of work, and I'd look like a hero if I could get this stuff up and running quickly after the product is installed.

Has anyone got an idea on how to get this stuff?

Re: Accessing Customizations from Beta 2010

1-A5CHD1 Dec 17, 2009 8:40 AM (in response to Brian Dalton)

Most (if not all) of what you're looking for is stored in the database. As long as you don't overwrite your database, you should be alright when you move forward.
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- Re: Accessing Customizations from Beta 2010
  
  Brian Dalton Dec 17, 2009 9:50 AM (in response to 1-A5CHD1)
  
  Thanks for the info, Lee. By 'the database' do you mean the data in the vault? Is that accessible without having the beta actually running?
  
  My beta installation is on my desktop workstation but the final installation will be on a separate dedicated server. I need to be sure that when that installation is in place I can then apply the customizations that are buried in the now defunct beta installation on my WS. I was hoping I could find and copy the exact files as that would give me a sense of more control.
  
  Moreover, my WS is scheduled for a complete overhaul during the holidays (IT never rests) so whatever data is on it today that is needed for the full version must be extracted/archived/copied/backed up within the next 3 working days or it will be lost forever. Barring copying the entire hard drive over to the server (IT would squeal) I need to somehow locate the specific data that holds my customized features.
  
  I'll contact my reseller to see if they have any ideas, but hopefully some of the brilliant folks here can toss me a few pearls of wisdom...
  
  Brian-
  
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  - Re: Accessing Customizations from Beta 2010
    
    1-A5CHD1 Dec 17, 2009 10:16 AM (in response to Brian Dalton)
    
    Nevermind.
    
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- Re: Accessing Customizations from Beta 2010
  
  Joy Garon Dec 17, 2009 10:11 AM (in response to 1-A5CHD1)
  
  Hi Lee -
  
  I don't think that will work. You cannot run the upgrade tool on a beta vault.
  
  Joy
  
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  - Re: Accessing Customizations from Beta 2010
    
    1-A5CHD1 Dec 17, 2009 10:14 AM (in response to Joy Garon)
    
    Hi Joy,
    
    Are you sure? I can't remember if I have done so or not.
    
    At any rate, couldn't he export what he needs and re-import it?
    
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    - Re: Accessing Customizations from Beta 2010
      
      Joy Garon Dec 17, 2009 10:23 AM (in response to 1-A5CHD1)
      
      Hi Lee and Brian -
      
      I'm looking into it to see....
      
      Joy
      
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      - Re: Accessing Customizations from Beta 2010
        
        1-A5CHD1 Dec 17, 2009 10:34 AM (in response to Joy Garon)
        
        Hrm, I stand corrected, one cannot upgrade a beta version. Bummer.
        
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- Re: Accessing Customizations from Beta 2010
  
  Brian Dalton Dec 17, 2009 10:23 AM (in response to 1-A5CHD1)
  
  Lee, it occurred to me that when you said 'the database' you may have been referring to the SQL Server DB that EPDM runs on. I fired up the SQL Server Management Tool and peeked into some of the tables and it appears that this may well be where my custom cards, templates, variables, etc. are stored.
  
  I did a backup of the DB for my beta test vault and also for the DB marked ConioMaster (or something like that) which I think is also involved in the EPDM system. I'm hoping that these backups contain the data I will need and also that I will be able to use these DBs to import the customizations into our full install. Can anyone confirm (or destroy) that hope?
  
  B-
  
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  - Re: Accessing Customizations from Beta 2010
    
    Joy Garon Dec 17, 2009 10:28 AM (in response to Brian Dalton)
    
    Hi Brian -
    
    Careful with the tables
    You do want to preserve them.
    
    In the meantime, please call your VAR and ask them to open an SR (you can use the text of your original post).
    
    Also, do you know what beta version it was?
    
    Cheers,
    Joy
    
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  - Re: Accessing Customizations from Beta 2010
    
    Joy Garon Dec 17, 2009 11:05 AM (in response to Brian Dalton)
    
    Brian -
    
    Email me the SR number when you have it and I'll forward it to TS,
    
    Thanks,
    Joy
    
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    - Re: Accessing Customizations from Beta 2010
      
      Brian Dalton Dec 17, 2009 12:34 PM (in response to Joy Garon)
      
      OK, I'm trying to contact someone knowledgable at GoEngineer... never a trivial task
      
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      - Re: Accessing Customizations from Beta 2010
        
        Jeff Sweeney Dec 21, 2009 10:58 PM (in response to Brian Dalton)
        
        Can you at least get to the administration tool?
        
        I too was burned not being able to upgrade the beta but I was able to create an export file, (via RMB clicking on the vault in the admin tool) revert install EPDM 2009, then upgrade to 2010, then import the export file.
        
        Golly I was angry about them locking out the beta upgrade.
        
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        Re: Accessing Customizations from Beta 2010
        
        Brian Dalton Dec 23, 2009 6:39 PM (in response to Jeff Sweeney)
        
        I couldn't get the system to do an export by just clicking the RMB on the vault in the Admin tool, but if I displayed the tree and went through the many items inside the vault (lists, cards, variables, etc.) I was able to create backup files (*.cex) for most of those items. I'm not sure how I will access them later but it seems to be the best I can do. I also backed up the SQL db that appears to be related to this EPDM installation, but I don't know if that's useful or not. I hope my reseller is knowledgeable enough to help me with this when we do our purchase.
        
        My workstation is going in for a full wipe and upgrade now, so what I have is what I have and I may simply need to recreate all of it when we purchase the full product. C'est la vie.
        
        Thanks everyone.
        
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        Re: Accessing Customizations from Beta 2010
        
        Joy Garon Dec 23, 2009 7:57 PM (in response to Brian Dalton)
        
        Hi Brian -
        
        The .cex file will contain whatever you dragged into it (cards, variables, etc) and should be all you need.
        You may need to do a minimal amount of work (establishing permissions and etc.).
        
        The folks at GoEngineer will be able to help you once you are ready.
        
        Best Holiday Wishes,
        Joy
        
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