Greetings!

I hope that this doesn't turn out to be a long email.  I am soliciting advice 
from fellow developers who may have already gone down the path that I seek to 
travel.  First, the bits that people want to know.

Production:
ARS:   7.1.00 Patch 004
OS:     Server 2003  (yes I know.  No longer supported)
DB:     SQL Server 2008 R2

New Development:
ARS:   9.1.00
OS:    Server 2012 R2
DB:    SQL Server 2008 R2  (plans to upgrade within a few months to SQL 2012)

HISTORY
***
Our BMC Remedy environment started way back with Remedy 3.  This is before I 
joined the organization.  From what I can recall, it went from 3 to 4 and then 
to 7.  We're not running ITSM.  The forms we've been working with have been 
added to and seem to work well.  I went to the Administering training for 
version 7.x Part 2 many years ago to learn more about forms and workflow.  The 
lead developer who did the first two migrations has retired and this is my 
first migration.

OBJECTIVE
***
I need to migrate from 7.1 to 9.1.  Management thinks that the current 
environment is (and looks) old.  I want to "do this right" so that hopefully 
things are much easier when subsequent versions are released.  The data from 
the current version needs to be migrated as well.  I also need to show some 
"razzle dazzle" with the new version.  If management's happy, then I'll be 
happy, and possibly elevated out of the Helpdesk tech position.

PROGRESS
***
I have been successful in using Developer Studio to export forms from the 
production server to the new one.  Some of the menus don't work, but it appears 
that those are due to form dependencies and where I haven't imported data yet.

I have read several different posts both on this list and also by using Google 
to search for things.  I've read where it should be just fine to just migrate 
customized forms.  I've read where it's best to use overlays.  I've not done 
this as Developer Studio is still foreign to me.  It reminds me of BMC Remedy 
Administrator in ways.  I've also read where people have upgraded from 7.1 to 
either 7.5 or 7.6 (I can't remember which one), that it was rather painful to 
do, but it was supposed to make things easier for the future.

TRAINING
***
I've been offered to take training regarding the new version.  Given what 
training I've done and the objective that I'm trying to achieve, what would 
those of you who may have done this would recommend as far as successfully 
implementing things.  I didn't want to just jump into a training course for ARS 
9.1 if there's going to be quite a bit of prerequisite stuff that I'll need to 
know.

I hope this makes sense and I hope I didn't ramble on too much.

Thanks!

--Dustin Fawver

East Tennessee State University
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