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@@ -2,3 +2,5 @@
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todo: overview of what will go where
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todo: tasks that must be performed after import (security groups -> roles assignment etc)
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User accounts set roles and login creds and set to active
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license stuff?
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@@ -64,6 +64,26 @@ todo: reports, major differences from v7 here
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### Wiki
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The [Wiki](ay-start-form-wiki.md) feature has been changed substantially based on user feedback.
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##### Exported wiki pages
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The Export to v8 process will by necessity need to discard some unsupported formatting elements from the v7 format wiki pages.
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Things that will be lost in the export process are:
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* Colors
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* Font sizes
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* Font faces (i.e. "Arial", "Courier" etc)
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* Text alignment (left, center, right)
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* internal AyaNova links to objects (for example linking directly to a Client record inside a wiki page)
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Things that will be kept:
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* All entered text
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* Lists
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* Bolded text
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* Underlined text
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* Italicized text
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* Images
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* External URL links
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* Wiki embedded files (will be exported to new attachments feature)
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##### Editor
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Previously there was a hybrid Wiki system, remote users (WBI) would interact with an HTML editor and HTML representation of the wiki document and windows AyaNova users would interact with a "rich text" editor similar to Wordpad. This required behind the scenes translations between Rich text format and HTML format and the results were not always compatible. In addition, it would have been very difficult to edit Wiki pages on small screen devices.
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@@ -73,7 +93,6 @@ Now, a Wiki document is edited using [Markdown](https://en.wikipedia.org/wiki/Ma
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Previously users were able to embed files into a Wiki document which was in turn stored directly in the AyaNova database which could cause issues and lead to longer backup and restore times.
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Now, we have expanded this feature into it's own separate [Attachments](ay-start-form-attachments.md) feature
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### Documents / Wiki Embedded files -> Attachments
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All attached and embedded file features have been consolidated in v8 into a new [Attachments](ay-start-form-attachments.md) feature.
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@@ -1,62 +1,78 @@
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# IMPORTING OLDER AYANOVA DATA
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AyaNova 8+ can import data from AyaNova 7.6. For versions of AyaNova older than 7.6 you must first upgrade them to 7.6 before continuing.
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## OVERVIEW
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Importing AyaNova 7.6 data is a two step process.
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This is the technical guide to the export to v8 process.
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You should already be familiar with the [changes](ay-biz-admin-import-v7.md) from v7 before export.
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After the export is finished there are some business administration [post export tasks](ay-biz-admin-import-v7.md) that will need to be done before your users can start working.
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The Export to V8 plugin can be used to export AyaNova 7 data to an AyaNova 8 server.
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The export process happens via network and you can export to any server on the same computer or visible inside or outside your network via HTTP.
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# IMPORTING OLDER AYANOVA DATA
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The Export to V8 plugin can export data from AyaNova 7.6 or newer. For versions of AyaNova older than 7.6 you must first upgrade them to 7.6 before continuing.
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# PLAN FOR ONE OR MORE TEST EXPORTS
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AyaNova 8 is very different from prior versions and we recommend doing one or more trial exports before scheduling with your staff to do the final switch-over. Plan on taking plenty of time to go through the exported data in AyaNova 8, familiarize yourself and your staff with all the changes in the new version of AyaNova.
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Ensure data has exported as expected and that all staff are comfortable with working in the new AyaNova before committing to a final export and switch over.
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A test export will give you an idea of how long it will take to better plan the final export and change over to v8.
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- Export data from AyaNova 7.6 using the DBDump plugin
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- Import the export data into AyaNova 8+
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## WARNINGS
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### Do not rename the export file
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### AyaNova 8 database will be erased
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AyaNova 8+ expects the export file to have a specific name format. For example: `ayanova.data.dump.2018-10-31--11-18-16.zip`.
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The export plugin will erase all data including attached files in the AyaNova 8 database as the first step.
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There is no ability to synchronize or export only recent changes from v7, the export process entirely replaces the V8 data.
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If you rename the file AyaNova 8 may not recognize it as a valid DBDump file and will not offer it as an option for import.
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Note that it's possible to run the export plugin more than once for testing and evaluation just be aware that you will lose anything entered into V8 each time you run the Export to V8 plugin from v7.
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The DBDump filename contains the date and time the export was started `ayanova.data.dump.YEAR-MONTH-DAY--HOUR-MINUTE-SECOND.zip`
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In other words you cannot continue to work in both AyaNova 7 and AyaNova 8 at the same time and expect to export and import data repeatedly to keep them in "sync".
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### Repeated import not supported
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### Avoid corrupted data
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Importing 7.6 data more than once to the same AyaNova 8+ database is not supported and could result in damage to data integrity.
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#### Other users
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Note that it's possible to import into a database more than once for test and evaluation purposes as long as you erase it before each import, however data should not be imported more than once into the same database without erasing it first to ensure data integrity.
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If other users are working in AyaNova when the export plugin is run the resulting export data may be corrupted as there could be records changed or missing that will be required to import. Be certain no other users are working in AyaNova 7 before you export.
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In other words you cannot continue to work in both AyaNova 7.6 and AyaNova 8 at the same time and expect to export and import data repeatedly to keep them in "sync".
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#### Generator
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### Multi-user networked AyaNova 7.6
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Be sure to stop the AyaNova Generator *before* starting the export plugin. Failing to do so could result in a corrupted export.
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If other users are working in AyaNova when the DBDump plugin is run the resulting export file will not be valid as there could be records changed or missing that will be required to import. Be certain no other users are working in AyaNova 7 before you run the DBDump.
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#### Remote access users
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Generator: Be sure to stop the AyaNova Generator *before* starting the DBDump plugin. Failing to do so could result in a corrupt export file as there could be records changed or missing that are required for import.
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Ensure no users are making changes via a remote access option such as the DataPortal, WBI, MBI or RI. If you can't be certain they are out we recommend stopping your IIS server to be certain no one is remotely making changes.
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If you have a networked installation of AyaNova 7.6, when you are ready to transition to the newer version of AyaNova you will need to ensure that no other users are still working in AyaNova 7.6 after you do the final DBDump.
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### Lost entries
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We recommend stopping the old database server immediately after the final DBDump in case there is a chance that there are still users inside or outside of your network that may access AyaNova 7.6.
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If you have a networked installation of AyaNova 7, when you are ready to transition to the newer version of AyaNova you will need to ensure that no other users are still working in the old AyaNova 7 making entries that will never be brought over to v8 after you do the final export to v8.
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### Before uninstalling AyaNova 7.6
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We recommend stopping the V7 database server immediately after the final export if there is any chance that there are still users inside or outside of your network that may access AyaNova 7.
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Examine your imported data in AyaNova 8+; carefully ensure that the data you expect to see has been imported properly. You may still need to make another export in case of any issues that arise so it's not a good idea to immediately uninstall AyaNova 7.6 until you are sure the newer version of AyaNova has all your data in it and is ready for business.
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### Before uninstalling AyaNova 7
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We recommend keeping your AyaNova 7.6 installation for at least a month in case an issue comes up.
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Examine your imported data in AyaNova 8+; carefully ensure that the data you expect to see has been imported properly. You may still need to make another export in case of any issues that arise so it's not a good idea to immediately uninstall AyaNova 7 until you are sure the newer version of AyaNova has all your data in it and is ready for business.
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### Keep your last AyaNova 7.6 backup
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We recommend keeping your AyaNova 7 installation for some time on at least one computer after switching to v8 in case an issue comes up or something needs to be checked.
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We recommend you keep a backup copy of your AyaNova 7.6 database in a safe location for at least a year after transitioning to AyaNova 8+ in case any issues arise.
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### Keep your last AyaNova 7 backup
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## EXPORT FROM AYANOVA 7.6
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We recommend you keep one or more backup copis of your AyaNova 7 database in a safe location **OFF SITE** for at least a year after transitioning to AyaNova 8 in case any issues arise. If possible a "permanent" copy burned to DVD may be prudent.
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1. Avoid future problems: If you haven't already, go back and read the section titled "WARNINGS" above carefully.
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2. Select the DBDump plugin in AyaNova 7.6 (or newer)
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3. Pick an export location: Ensure you have enough free space in the location you are going to save the DBDump file to; you may require as much as double the space that your current AyaNova database is using.
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4. Multi-user only: If exporting from a networked multi-user AyaNova 7.6 installation, now is the time to ensure all users are out and networked Generator service is stopped. **Do not proceed until this is verfied**.
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5. Login to AyaNova 7.6 as the Manager account and select and run the "DBDump" plugin: 
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6. Select the location to save the dump file to from step 3 above.
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7. A form will popup and show the progress of the DBDump operation and the name and location of the dump file. When completed a single .ZIP file will be created containing all the data that can be imported from AyaNova 7.6 in a format ready for import into AyaNova 8+. If this is your final export before moving to AyaNova 8+ you should keep a permanent copy of this file as a precaution.
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## EXPORTING FROM AYANOVA 7.6
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## IMPORT TO AYANOVA 8+
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* Avoid future problems: If you haven't already, go back and read the section titled "WARNINGS" above carefully.
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* Multi-user only: If exporting from a networked multi-user AyaNova 7.6 installation, now is the time to ensure all users are out and networked Generator service is stopped. **Do not proceed until this is verfied**.
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* Login to AyaNova 7.6 as *the* "Manager" account
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* Select the "Export to V8" plugin in AyaNova 7 from the main window plugin menu and the login and server URL dialog will open (note: this plugin is installed by default in the latest releases of AyaNova. If you don't see it, you may need to upgrade to the latest release first.)
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* Enter the URL of your AyaNova 8 server. There is a "Test URL" button to optionally confirm if you have entered the correct address or not.
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* Enter your AyaNova 8 Administrator account login credentials. No other account is permitted to perform this operation. The default Administrator account login name is "manager" and password is "l3tmein" if it has not been changed. (you *really* should change it as soon as possible)
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* A form will popup and show the progress of the Export operation. There is no easy way to estimate how long this will take, it depends on the network latency and speed between the Export to V8 plugin and the AyaNova 8 server as well as the number and complexity of objects entered into AyaNova and the quantity and size of files that may need to be uploaded. Allow plenty of time for this operation.
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* When the export is finished you will be able to login to V8 and start [setting things up](ay-biz-admin-import-v7.md)
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TODO
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Reference in New Issue
Block a user