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Migrating To FIN 5.0

Below we'll be covering the migrating process from FIN 4.5 or older to FIN 5.0. A FIN 4.5 project cannot just be loaded to FIN 5.0 and vice versa. Once migrated to FIN 5.0, a project can no longer be reverted back to FIN 4.5. The only way to have a project running back in FIN 4.5 is the backup made prior to migrating, which if the user does do this will lose any historical data and other stuff from the time it was down and using the FIN 5.0 project version. FIN 4.5 graphics, programs, schedules etc saved on a server can be uploaded to FIN 5.0, but not the other way around. Made an issue in Jira for Minh to see if he can modify backup and restore funcs to make them work. Will need to update ids if Minh can't do it.

Preparing Project For FIN 5.0

Prior to migrating, we want to prepare the project and make sure we're ready to start the migration process as smoothly as possible. There are few things to go through and complete below.

Syncing Point and History Time Zones

First, the user will have to upload the trio file called finHisTzSync. After downloading the file, the user will then go to Legacy Folio and select Import to upload the trio file.

The finHisTzSync trio file contains the following:

  • func/job - findBadTzs - this will check (probably not include. might just have them sync his no matter what)
  • func - finRewriteHisTzSync
  • func - finRewriteHisTzSyncJob
  • job - rewrite his by tz (this appears once the finRewriteHisTzSync func has been executed)

Once uploaded, the user must confirm that the site timezones are set correctly. The finRewriteHisTzSync func will then sync all the points and histories with the correct time zones in case there are any mismatches.

Removing Orphan Records

Second, the user needs to run the Remove Orphan Records tool to make sure there are no orphan records floating around in the database.

Emptying Trash

Third, the user will have to clear the trash. They will go to Trash tab in Legacy Folio or HTML version and select Empty Trash. Another way is to run "folioEmptyTrash()" in folio and that should do it.

Compact and Backup

Fourth, while still in Legacy Folio, the user will also need to compact the database and create a new backup snapshot. Toggle to Snapshots tab in Legacy Folio and select to Compact. Once compacting database is done, create a new snapshot and download it somewhere on the server outside of FIN Stack directory.

Quick Run Through

Fifth, is 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.

Custom Pods

Last thing is if there are any custom pod(s) being utilized in the project? It can be something custom we made as part of a contract deal or any that your development team might have done. If any are being used, they need to be updated to be compatible in FIN 5.0. We recommend to have this done before migrating if its really important to have.

Migrating Project To FIN 5.0

Once the user has prepped the project and ready to migrate to FIN 5.0, they can begin the Migration Process.


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