Dustin,

If you were going from version 8.x to version 9 and you didn't have too 
many customizations, I think you would be able to do this.  Going from 7.1 
with customizations to version 9 is not something a novice should attempt 
to do.  There are too many gotchas that will trip you up if you don't have 
training and more importantly experience.  My very strong recommendation 
is to get assistance from a vendor or BMC direct and with their guidance 
lead this migration.  There are so many factors to consider from making 
sure you have the correct infrastructure to ensuring your 
customizations/data is ported over correctly. 

I just want you to be aware of the complexity of what you are attempting.

Regards,

Ben Cantatore




From:   "Fawver, Dustin" <faw...@mail.etsu.edu>
To:     arslist@ARSLIST.ORG, 
Date:   07/21/2016 02:02 PM
Subject:        Request for advice / suggestions regarding migration and 
training
Sent by:        "Action Request System discussion list(ARSList)" 
<arslist@ARSLIST.ORG>



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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