Upgrade Overview
This section gives an overview of the upgrade process. It is intended to give the person who is performing the upgrade a high-level perspective of the steps required to upgrade a Windchill solution.
The following steps summarize the Windchill upgrade process:
1. Apply latest WinDU/WinRU patch according to the source system release level.
2. Run upgrade-mandatory Windchill Diagnostic Utility (WinDU) tasks on the source system and fix all reported issues.
3. Export the database and LDAP. Exports should be taken at the same time.
4. If your upgrade includes vaults, copy the vaults for the master site as well as for any remote sites from the source server to the target server.
5. Set up the target system and verify that the target system is fully functional.
6. Apply the customizations on the target system.
7. Import the database and LDAP taken in step 3.
8. Run the Upgrade Manager.
9. Execute final upgrade steps.
10. Validate the upgraded solution.
PTC has consolidated all online resources for customers upgrading Windchill at the
Windchill Upgrade and Migration Resource Page, including the latest tools and patches for the Windchill upgrade process:
http://www.ptc.com/go/windchillupgradeYou can also find documentation for the Windchill Diagnostic Utility at
http://www.ptc.com/support/windu.htm. Click the link for the Windchill Diagnostic Utility and download the latest documentation from that page.
Prior to starting your upgrade project, PTC recommends that you visit the Windchill Upgrade and Migration Resource Page and refer to the Windchill Read This First for your target release. Call Technical Support if you have any questions about the upgrade.
Also, for any source system temporary patches, investigate any SPRs in the web tools to see if they are resolved.