| Table of Contents |
|---|
Preparing Project For FIN 5.0
...
First, the user will have to download the trio file called called finRewriteHisTzSync. Then follow the below steps. What that will do is look at your site tz and apply that to the history tz as well because point tz and his tz need to match.
Go to site(s) in DB Builder to select them and configure the timezone if not configured
Then sync timezone to all points
Go to legacy folio and select Import towards the top
Select the
finRewriteHisTzSyncyou downloadedThen run this query: finRewriteHisTzSync()
Note: If you have a large project it can take a little longer. You can check the progress by running this query in folio (it doesn't update so you need to keep re-running the query to see the latest percentage):
jobStatusAll().findAll v => v.dis.startsWith("finRewriteHisTzSyncCommit")
...
2) Removing Orphan Records
Then the user needs to run the Remove Orphan Records tool to make sure there are no orphan records floating around in the database.
...
The user will want to remove any duplicate extensions if they exist. Do this only when you can restart the FIN service after executing the below.
Go to legacy folio and query for "ext"
Then you can sort by 'ext' column to see if there are any duplicates
If there are duplicates, select one of each and delete them (only do this if you can restart service after in the next step 4)
Then you need to empty the trash and restart service. Look at the next step on Emptying Trash.
4) Emptying Trash
...
Go to the Users app and make sure each user has the timezone property configured. If not, configure the user with a timezone.
Go to Users app
Select a user and select Edit User > Properties
Then scroll down to the "Select properties you'd like to add" section and select Time Zone to add it (if it doesn't show up, its likely already configured)
Then to batch apply this Timezone for the rest of the users go to Legacy Folio
Query for "user and tz"
Select the 'i' icon on the left side of the user to copy the id
Then run this query but replace the id with what you copied in step 6 above:
finRecordTagClone(@1eeb48fb-8674d0ea, "user", ["tz"])This will copy the tz on that user and add it to all users
If a couple of users need a unique timezone compared to the rest, then go to those users and manually change it via the Users app like you did in steps 1-3
In this case, the Timezone would already be applied so you just find that property and change it instead of re-adding it.
7) Project Display Name
If the user didn't include a project display name when creating the FIN 4.5 project, then they would want to do that now.
Go to the Settings app and select Proj option in the list
Then select Project Settings in the mini app on the right
In the Project Settings pop up, enter a display name for the project name if one doesn't already exist. It can be anything. You can also include a description for the project if you want, its optional.
Apply changes and done. Now after migration, you'll be able to see the display name in the Host window in FIN 5
8) Quick Run Through
Then make a quick run through to make sure everything looks good. Look at a few history trends, graphics, programs, etc to make sure all looks good.
...
The user will want to take a note of their current Heap Space size if it was modified. If it was never modified, then no need to check it. If it has been modified to something other than 512, the user will need to make sure that FIN 5 service is configured with the same amount of Heap Space so that the FIN service can run. Here is a doc on how to change the memory heap for the FIN service. Also since the command prompt is used to migrate the project(s), we need to also increase the amount that the command prompt would use to match what the FIN service is using. Follow the below steps if Heap Space was increased more than 512. If not skip this step.
Stop the FIN 5 service
Navigate to the "sys" folder in the FIN directory. It should look something like this:
CC:\Program Files (x86)\FIN Framework\FIN Framework 5.0.3.2725\etc\sysThen once there, open the "config.props" file
The user would want to change line 56 and replace 512 with whatever their increased memory heap size was for the FIN 5 service. They should be the same.
10) Custom Pods
...
Once the user has done the above, they are ready to migrate the project. We recommend to do it manually as it is a lot quicker and provides logging information like errors and other useful information.