Table of Contents

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  1. Preface
  2. Upgrade Overview
  3. Pre-Upgrade Tasks
  4. Database Tasks
  5. Application Server Tasks
  6. Hub Store Upgrade
  7. Hub Server Upgrade (In-place Upgrade)
  8. Process Server Upgrade (In-place Upgrade)
  9. Resource Kit Upgrade (In-place Upgrade)
  10. Post-Upgrade Tasks
  11. Search Configuration Upgrade
  12. Hierarchies Upgrade
  13. ActiveVOS Post-Installation Tasks for the Application Server
  14. ActiveVOS Post-Upgrade Tasks for Business Entity Adapter
  15. ActiveVOS Post-Upgrade Tasks for Subject Areas Adapter
  16. Appendix A: Troubleshooting the Upgrade Process
  17. Appendix B: Frequently Asked Questions
  18. Appendix C: Processing Existing ActiveVOS Tasks
  19. Appendix D: Configuring Metadata Caching

Upgrading from Version 10.1, 10.2, 10.3, or 10.4

Upgrading from Version 10.1, 10.2, 10.3, or 10.4

Hierarchies Upgrade Overview

Hierarchies Upgrade Overview

Use the Provisioning tool to create hierarchy relationships and network relationships between business entities. Then in Data Director, business users can use the
Hierarchy
view and
Network
view to create and manage relationships between records.
If you are upgrading from a version prior to 10.4, you might have business entity relationships in the Provisioning tool or hierarchy relationships in Hierarchy Manager. When you upgrade to 10.4, the Provisioning tool automatically converts the business entity relationships to network relationships.
If you have relationships in Hierarchy Manager, review the relationships and determine which relationships you want to continue to use. Then based on your requirements, determine which relationships you want to copy and create as hierarchy relationships or network relationships. Use the Provisioning tool to copy the relationships in Hierarchy Manager and create them as hierarchy relationships or network relationships.
The following diagram walks you through the steps:
Start by reviewing your relationships. If you have business entity relationships, the Provisioning tool automatically coverts the relationships to network relationships. If you have Hierarchy Manager relationships, you can copy the relationships and create them as hierarchy relationships or network relationships. If you do not copy the hierarchy relationships, then business users cannot view and edit the relationships in Data Director with business entities.

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