Pre-upgrade checks for Document Activity

DATA CENTER

Overview

Comala Document Management 7.0+ uses document activity to track workflow events.

To access the document activity capabilities in your data center instance will require you to upgrade your data for all existing spaces that currently have a workflow applied to a page or blog post.

  • new spaces will automatically utilize document activity

  • existing spaces without an applied workflow will utilize document activity on applying a workflow to content in the space

The Document Activity Upgrade console in global administration enables you to run pre-upgrade data checks and upgrade your data on a space-by-space basis.

Why run the pre-upgrade checks?

As a global administrator you can run the pre-upgrade checks

  • on Comala Document Management Server (from v6.17+)

  • on Comala Document Management Data Center Only (v7.0+)

Pre-upgrade checks can be run without the need for Read Only Mode to be enabled

The process will

  • provide an indicative time to complete upgrade to allow you plan your maintenance windows

  • reduce the chances of encountering predictable issues while upgrading

What are pre-upgrade checks doing?

The pre-upgrade checks allow you to

  • to validate the existing activity in their instance to ensure that it will upgrade successfully, and

  • start planning your upgrades

The pre-upgrade check identifies

  • upgrade errors for specific pages in  each space

  • produces a support package (if errors are identified) to review the validation checks

Both the pre-upgrade checks and the upgrade can be executed on a space-by-space basis to minimize the impact on your end users. These can be run in together for each space.

The checks simulate an upgrade of page activity for each document, then generate CSV files from both the original and ‘upgraded’ activity. These CSVs are then compared and error checked.

Administration Comala Document Management 7.0+

Pre-upgrade check outline process

The successful completion of the pre-upgrade data check for each space will be confirmed in the Document Activity Upgrade console.

If present, the number of pages in a space with an error is displayed and a support package detailing the error(s) for each page can be downloaded.

Document activity data upgrade guide