For many Documentum customers, deciding how to upgrade a Documentum system often boils down to whether or not to upgrade in-place with a clone or just leave the environment alone and upgrade it in-place on the existing hardware. This year, I worked with a client on a project to explore the differences between upgrading several Documentum systems in place versus migrating the documents straight to a new 6.5 installation. Many of the in-place upgrade complexities were due to the older database and OS.
- Oracle needed to go from 9i to 10.2.03 as well as be converted to UTF-8
- The Unix OS needed a significant upgrade, including the rack supporting the virtual partitions
- The Documentum Content Server required several upgrade steps. It needed to go from 5.2.5 (some 5.2) to 5.2.5 SP5, then 5.3 SP6, and finally to 6.5. I then did a separate upgrade to 6.5 SP2.
There were several project goals that could only be achieved with a migration strategy.
- Combine Repositories on Windows installation and move to a single UNIX installation
- Reorganize object model by flattening object hierarchy
- Undo custom folder configurations created many years ago
The technical complexities of upgrading in-place from 5.2.5, and the need to merge Documentum repositories, led the client to pick a migration approach for the upgrade
Based on TSG’s upgrade experience with this client and others, we created an upgrade planning guide.
The planning guide is available here.
Please let me know your thoughts below.