Upgrade and migrate from Documentum-based DMS on PPM version 9.12 or earlier

This section provides detailed instructions on how to upgrade and migrate a Documentum-based DMS solution on PPM version 9.12 or earlier to PPM Database DMS on PPM version 9.50.

Caution: Make sure you read carefully the Special Notes When Documentum is the Current DMS.

Documentum-based DMS solutions are not available as target DMS options in PPM version 9.50, and the PPM External Database DMS solution is only available in PPM version 9.50. Therefore, if you want to maintain all your documents and their properties information, make sure you migrate your Documentum-based DMS solution to PPM Database DMS before you upgrade PPM to version 9.50.

Once you are on PPM Database DMS, you can use the Administration Console tool DMS Configuration to easily migrate the current DMS to PPM File System or PPM External Database DMS. For more information, see Migrating DMS Using the Administrator Console Tool.

To migrate your Documentum-based DMS on PPM version 9.12 or earlier to PPM Database DMS on PPM version 9.50,

  1. (DMS based on embedded Documentum Content Server only) Run the PPM Center server configuration utility (the kConfig.sh script) to verify that the integration works fine.

  2. (PPM version 7.5 only) Upgrade to PPM version 8.00.

    For detailed instructions, see the Upgrade Guide for PPM version 8.00.

  3. (Documentum Content Server version 5.3 only) Upgrade the embedded or stand-alone Documentum Content Server from version 5.3 to version 6.5.

    Note: If you have Documentum Content Server version 5.3 software in your system, contact the Software Support Web site for assistance with upgrading.

    For more information, see the Document Management Guide and Reference for PPM version 9.10 or earlier.

  4. Run kConfig.sh to upgrade the Documentum Content Server 6.5 software to version 6.5 SP2.

    For detailed instructions, see the Document Management Guide and Reference for PPM version 9.10 or earlier.

  5. Upgrade PPM to version 9.10, then version 9.14.

    For detailed instructions, see the Upgrade Guide for PPM version 9.10 and Release Notes for PPM version 9.14.

  6. Obtain the hotfix under the following reference from the support and deploy it on top of PPM Center version 9.14:

    HOTFIX_-_DMS_9.13_9.14_-_QCCR1L45846_-_QCCR1L45466

  7. Fix broken documents in Documentum-based DMS.

    • For DMS based on embedded Documentum Content Server

      1. Run the kConfig.sh script to verify that the integration works fine.

      2. Contact Software Support for a tool to fix broken documents (if any).

    • For DMS based on stand-alone Documentum Content Server

      Launch the kConfig.sh tool, select the Integrate PPM Center with EMC Documentum Content Server option, and run the tool to fix broken documents in one run.

  8. Migrate the Documentum-based DMS to PPM Database DMS using the Administrator Console tool DMS Configuration in PPM Center 9.14.

    For step-by-step instructions on how to migrate your DMS, see Migrating DMS Using the Administrator Console Tool.

    Note: Documentum-based DMS solutions are not available in PPM version 9.50. Therefore, you need to migrate your Documentum-based DMS to PPM Database DMS before you upgrade PPM to version 9.50.

  9. Upgrade PPM to version 9.50.

    For detailed instructions, see the Upgrade Guide.

  10. (Optional) Migrate from PPM Database DMS to PPM Center File System or PPM External Database DMS.

    For detailed instructions, see Migrating DMS Using the Administrator Console Tool.

  11. (Optional) Enable full text search functionality if you use PPM Database DMS or PPM External Database DMS.

    For detailed instructions, see Configuring Full Text Search in Database-Based DMS Solutions.