Upgrade from Govern 10.8 to OpenForms 6.0
Upgrading to OpenForms version 6.0 or greater
Overview
As Govern has undergone a major revamp it is a good time for business re-engineering. Prior to upgrading to 6.1, a review of customer processes and requirements is recommended.
More than likely needs have changed, not to mention technology, hardware and software that evolved.
- NOT A REGULAR UPDATE *** Structure changes and new features that can bring significant benefits to users if reviewed and analysed beforehand.
See also Database Standards (100-Standards) | System Requirements (100-SysReq)
Configuration Changes
DATABASE Cleanup
To improve management, the reference database information is now recorded in a XML file and created automatically when GNA is first run. Indexes have been standardized (see standards).
- Database column types, lengths and/or nullable properties, etc. when not in compliance with the ReferenceXML need to be cleaned-up.
- Database Indexes should be deleted and recreated at each version upgrade. Please note that CUSTOM indexes will need to be recreated manually after a delete ALL!
NOTES:
- Before starting the process, we highly recommend to review the CUSTOMIZED indexes to make sure they are still needed and that they do not create performance issues.
- To make it possible to change field types in design mode when there is data in the column, you need to turn OFF the PREVENT DESIGN CHANGE option in MS SQL SERVER and make sure to turn it back ON afterwards!!!
CLEAN UP TIPS:
- Delete the indexes first (ALL if you have reviewed custom indexes and can recreate them) than rerun the verify database. Invalid indexes can cause multiple errors.
- Unused tables (ex: Boat, Aircraft, MV…) or empty tables (no records) should be deleted (quicker) as they will be created correctly at the next initialize.
- Before making changes to the column types via the design mode, you need to turn off the option that ‘Prevents design changes in MSSQL SERVER‘. Remember to turn in back ON afterwards.
DOCUMENTATION
- Detailed information on creating the windows environment, the upgrade process and examples of data corrections made to to an upgraded database.
700-upgrade108_to_60.pdf.
[700-upgrade108_to_60 documentation]
GOVERN STRUCTURE
The basic structure of Govern has changed. The profile is now the cornerstone of the setup and the security is setup directly in the OpenForms Designer.
The same table is used for USERS and Groups can be imported into ROLES in GNA. Note: Create the desired Structure on paper first to see if doing so will be effective.
FORMS
All forms need to be created using the new OpenForms DESIGNER.
PROFILES
Profile links need to be created for Batch Programs, Reports, Forms, Accounts Receivable, etc.
REPORTS
Report defined in the database (configured) are verified to make sure the SSRS or Crystal report exists in the standard or the custom folders defined.
Note: The user will be asked to delete invalid definitions the first time. Make sure report folders are setup correctly.
Step by Step
Update 10.8 to v6.0+ and create a deployment …
- Restore Database to MS SQL Server
- Create Deployment/Connection Key
- Download & Install Binaries
- Install GNA
- GNA Utilities – Verify Database
- Correct Errors — see MS SQL SERVER Option to allow
- GNA Utilities – Verify Database
- Review Users
- Review Departments
- GNA Import/Export – Import ….
- GNA Import/Export – Import Forms
- GNA Verify database (Always after an import)
- GNA System Registry for Reports
- GNA Create Profile (Forms, Reports, Batch Process (testbatch) ….
- GSM Synchronize
- GSM Import Departments (If desired)
- GSM Review Roles
- GSM Review Security (Applications, Forms, etc.)
- Open Govern and review the options
- Search, send to the treeview and open a form
Model Updater
IMPORTANT NOTE:
Model Updater has not been re-engineered for version 6.0. It is on the roadmap.
Troubleshooting
At any point, if there are problems, Govern VALIDATOR should be executed,
100-upgrade-GFWtoOF