Upgrading From Previous Versions

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Caution.pngImportant: The Repository installation is now part of Team Server and for the latest upgrade information, please see the Team Server wiki.

Upgrade Checklist

  • Download the latest version of ER/Studio. To download the most current release, go to the Registered Products Portal.
  • Review the ER/Studio ReadMe. For the most current installation and usage information, see the online version.
  • In case you need to upgrade Team Server/Repository to match the features available in your version of ER/Studio Data Architect, see Upgrading Team Server and Repository.

Notepad blue icon 2.pngNote: Beginning with v18.5, ER/Studio Data Architect retains settings from previous versions.

Warning.gif WARNING: If you plan to use the sample macros, first make a copy of the samples, and then store the copy in a folder separate from the ER/Studio installation folder to avoid overwriting your custom macros when upgrading to later versions of ER/Studio. Make sure that you make changes only to the copy of the sample macros.

Notepad blue icon 2.pngNote: This procedure is for ER/Studio Enterprise installations only, which include the Repository. When you upgrade ER/Studio Data Architect, you must also upgrade ER/Studio Repository to correspond with the same build date as ER/Studio Data Architect.

License Enforcement. When working with the Repository, all users must use the same license type. ER/Studio now enforces this by marking the Repository as an Enterprise Team Edition Repository when a user with an Enterprise Team Edition license logs in. Subsequent log in attempts by users with a non-Team Edition license are denied.

Preparing to Upgrade the Repository

To prepare to upgrade the Repository:

  1. Ensure you have backed up all your .dm1 files.
  2. Check in all your diagrams and objects. If you try to check in a file from the previous version with the same name as a current file, the current file will become corrupted.
  3. Rename all local copies of Repository diagrams in the active file directory as follows:
    1. Choose Repository > Options.
    2. Make note of the Active File Directory.
    3. Switch to the Windows Explorer and rename all the diagrams in the Active File Directory. Alternatively you can create a backup folder and move all dm1 files into the backup folder.

Warning.gif WARNING: Do not delete the RepoMachineToken.ini file in your Active File Directory.

Important Notes

  • Always back up the Repository database before upgrading.
  • You can install both the current version and an earlier version of ER/Studio Data Architect on the same workstation.

See Also