Document Pre-migration Checklist

Review Best Practices. See Using Best Practices for more information.

Check in all Documents that have been checked out.

Restore any files you have in the recycle bin you might need in the new ProSystem fx Suite. The recycle bin will not be migrated.

Approve any pending Documents clients have published to their portals.

Review your files. Purging any unwanted files or files you no longer need will save time during the migration and free up storage space.

Note: All versions in your current database will be migrated.

Run the Data Analysis Tool. Fix any issues that are indicated by the tool.

Notify all personnel of the migration activity and schedule. Prior to starting the migration, notify users a migration is about to begin, and the program will be unavailable.

Proceed to migration plan.