Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Table of Contents
minLevel1
maxLevel7
typeflat
separatorpipe

Upgrade Guide to 7.0 - Data Center Only

...

Overview

Comala Document Management allows your teams to build processes to manage the lifecycle of critical documents such as knowledge base articles, policies, and documentation required to meet compliance standards.

Comala Document Management 7 introduces an improved capability - Document Activity that replaces the existing Page Activity. This provides a step change in the way the app stores events such as state changes and reviews. It also unlocks a powerful new API to enable your teams to get business insight from their document lifecycle.

This is a significant change and requires an upgrade of your existing data for existing spaces with an applied workflow.

Comala Document Management 7 is for Data Center Only.This planned release and includes a new, improved capability called Document Activity that replaces the existing Page Activity.

Comala Document Management v6.17+ for server and data center includes the option to run pre-upgrade checks. The option to upgrade the data is only available in Comala Document Management 7.

Document activity

The existing capability - Page Activity - uses a format for page content properties containing the data of workflow related interactions in the page.

Data upgrade guide

The following is provided to help you prepare for the data upgrade and run pre-upgrade checksThe new Document Activity capability uses a framework provided by Atlassian that enables apps to save data in a real database that enables easier, faster and more scalable data access and storage.

For more details see Atlassian SDK Data Framework

Document Activity data provides a number of new features and capabilities:

  • new activity reports

  • new document activity report with improved sorting and filtering, with the flexibility to create advanced filters

  • a new document activity API to allow your teams to unlock business insight into the performance of your teams using workflows

The JAVA API has been updated to retrieve document activity workflow events and actions.

Tip

New spaces created after installing Comala Document Management 7 or later use document activity to record and report workflow events and actions.

Comala Document Management 7 Administration

We have provided the Document Activity Upgrade console in global administration to enable you to manage the upgrade of your existing workflow activity data.

This console allows you to undertake pre-upgrade data checks for your existing space data and is available from Comala Document Management v6.17.4+ for server and data center.

A pre-upgrade data check and upgrade API is also provided.

Info

Comala Document Management 7 includes the option to undertake the pre-upgrade checks and upgrade the data.

Global administration

Filter by label (Content by label)
showLabelsfalse
max3
sorttitle
showSpacefalse
reversetrue
cqllabel in ( "admin_cdm7" , "spaceadmin_cdm7" ) and space = currentSpace ( )

Data upgrade guide

The following pages include details of the pre-upgrade and upgrade process for upgrading your existing data for Comala Document Management 7.

Page Tree
root@self
spacesCDML
startDepth1

On release installation of Comala Document Management

Status
colourGreen
titleQ1 2023
further information will be available to help you

  • upgrade to the app to the data-center-only version

  • upgrade the data

...

7 or later, pre-upgrade checks and data upgrade can be undertaken in a single action using the Document Activity Upgrade console.

Tip

The upgrade process requires Read Only Mode to be enabled in your data center instance. To support you, the console pre-checks estimate the time taken for the upgrade of each space to allow you to plan for the upgrade.

Excerpt
Filter by label (Content by label)
showLabelsfalse
showSpacefalse
cqllabel = "cdm7" and label = "upgrade_cdm7" and space = currentSpace ( )

Pre-upgrade data checks

Pre-upgrade data checks do not require you to enable Read Only mode. These can be undertaken in both the data center and server app installs of Comala Document Management from v6.17+

(green star) The pre-upgrade data checks allow you to

  • validate that you will be able to upgrade

  • estimate how long it will take to undertake the upgrade so that these can be planned as part of your maintenance periods

  • identify upgrade errors for specific pages in  each space and produce a support package to review the validation checks

Both the pre-upgrade checks and the upgrade can be executed on a space-by-space basis to minimize the impact on your end users.Further instructions for the upgrade will be provided when Comala Document Management 7.0 is released

Status
colourGreen
titleQ1 2023
.

Info

The following are Document Activity Upgrade console is available in Comala Document Management v6.17+ (data center and server) to allow pre-upgrade data validation and planning prior to the release an install of Comala Document Management 7.0+

Filter by label (Content by label)
showLabelsfalse
showSpacefalse
cqllabel = "cdm7" and label = "admin_cdm7" and space = currentSpace ( )

Upgrade journey questions

...

Status
colourBlue
titleNOW

...

The Document Activity Upgrade Console is available prior to the upgrade of your data to run pre-upgrade checks.

...

Status
colourBlue
titleNOW

...

Users can continue working with Comala Document Management and choose the time of upgrade after the release of Comala Document Management 7.0

...

Status
colourPurple
titlesustainability

...

Data will continue to be stored in XML format for the life of Comala Document Management 7.0 and a recovery path will be available

...

Status
colourYellow
titlerobustness

...

When upgrading, the upgrade is set as complete or not complete at the page level. If errors are detected in the upgrade process, no data is committed to the new AO (Active Objects) format

...

Status
colourGreen
titlein-app support

...

The Document Activity Upgrade Console enables admins to check the status of the upgrade for each space across their instance.

...

Status
titleupgrade help

...