Typical Upgrade and Migration Scenarios

The following table lists typical upgrading and migration scenarios and the high-level steps.

High-Level Steps for Upgrading and Migrating a DMS solution

Current Setup

Target Setup

How to Migrate

PPM version 9.50, with PPM Database DMS as the default DMS

PPM version 9.50 with

  • File System DMS, or

  • PPM External Database DMS
  1. Migrate DMS to File System or PPM External Database DMS using Administration Console tool DMS Configuration

  2. Enable Full Text Search functionality if using database-based DMS (optional)

PPM version 9.13 or 9.14 with document management based on Documentum Content Server EE 6.5 SP2

PPM version 9.50 with PPM Database DMS

  1. Fix broken documents (if any).

  2. Deploy the DMS hotfix on top of PPM Center version 9.13 or 9.14.

  3. Migrate the Documentum-based DMS to PPM Database DMS using the Administration Console tool.

  4. Upgrade PPM to version 9.50.

  5. Enable Full Text Search functionality (optional)

PPM version 9.12 or earlier (no document management)

PPM version 9.50 with PPM Database DMS

  1. Upgrade PPM to version 9.50 by following PPM upgrade path.

  2. Enable Full Text Search functionality (optional)

PPM version 8.0X, 9.10, 9.11, or 9.12 with document management based on embedded Documentum Content Server EE 6.5 SP2

PPM version 9.50 with PPM Database DMS

  1. Run the PPM server configuration utility (the kConfig.sh script) to verify that the integration works fine.
  2. (PPM Center version 8.0x only) Upgrade PPM to version 9.10.
  3. Upgrade PPM to version 9.14.
  4. Deploy the DMS hotfix on top of PPM Center version 9.14.
  5. Run kConfig.sh to fix broken documents (if any).
  6. Migrate the Documentum-based DMS to PPM Database DMS using the Administration Console tool DMS Configuration.
  7. Upgrade PPM to version 9.50.
  8. Enable Full Text Search functionality (optional).

PPM version 8.0X, 9.10, 9.11, or 9.12 with document management based on stand-alone instance of Documentum Content Server EE 6.5 SP2

 PPM version 9.50 with PPM Database DMS
  1. (PPM Center version 8.0x only) Upgrade PPM to version 9.10.
  2. Upgrade PPM to version 9.14.
  3. Deploy the DMS hotfix on top of PPM Center version 9.14.
  4. Fix broken documents in Documentum (if any) by contacting Software Support.
  5. Migrate the Documentum-based DMS to PPM Database DMS using the Administration Console tool DMS Configuration.
  6. Upgrade PPM to version 9.50.
  7. Enable Full Text Search functionality (optional).

PPM 7.5 with document management based on embedded Documentum Content Server EE 5.3 SP2

PPM version 9.50 with PPM Database DMS

  1. Run kConfig.sh to verify that the integration works fine.
  2. Upgrade to PPM version 8.00.
  3. Upgrade the stand-alone Content Server from version 5.3 to version 6.5.
  4. Run kConfig.sh to upgrade the stand-alone Content Server 6.5 software.
  5. Upgrade PPM to version 9.10, then 9.14.
  6. Deploy the DMS hotfix on top of PPM Center version 9.14.
  7. Run kConfig.sh to fix broken documents in Documentum (if any).
  8. Migrate the Documentum-based DMS to PPM Database DMS using the Administration Console tool DMS Configuration.
  9. Upgrade PPM to version 9.50.
  10. Enable Full Text Search functionality (optional).