Pre-Upgrade Steps for Windchill with PTC FlexPLM
This section assumes that Windchill and FlexPLM upgrade-related guides have been read and any open questions answered by PTC Tech Support. As part of planning and numerous test upgrades, it is expected that the customer will develop a detailed step by step upgrade execution plan.
Perform these steps before starting any upgrade to Windchill PDMLink 11.0 M030 with PTC FlexPLM 11.0 M030:
1. Review the PTC FlexPLM Upgrade Guide appendix for additional steps regarding custom configuration changes between the source and target releases.
2. Refactor, test, and verify all customizations on the target system.
3. Disable or remove customizations related to transactions and plugins on the target system before running the Upgrade Manager. All other customizations should be in place on the target system.
4. Verify that the target system starts and no errors are present in pre-upgrade logs with the initial test database used during the installation.
5. Apply any desired performance settings on the target system.
6. Perform and verify all backups.
If you plan to rerun an upgrade multiple times during upgrade rehearsals using the same target installation, make sure you restore from a backup each time before running the Upgrade Manager again. You must not only restore the source database schema user and LDAP, but you must also restore the Windchill installation load point. The installation is altered by the Upgrade Manager, requiring the DB/LDAP/File system to be reverted each time.
7. Shut down the source system.
8. Ensure that a customer-specific detailed execution plan is available for reference.