TRIM Captura to TRIM Context Upgrade Notes - TRIM User Network
TRIM Captura to TRIM Context Upgrade Notes - TRIM User Network
TRIM Captura to TRIM Context Upgrade Notes - TRIM User Network
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<strong>TRIM</strong> <strong>Captura</strong> <strong>to</strong> <strong>TRIM</strong> <strong>Context</strong> <strong>Upgrade</strong> <strong>Notes</strong> - <strong>TRIM</strong> <strong>Context</strong> 6.1 Page 18<br />
Data Conversions<br />
This area covers the upgrade of the data tier from <strong>TRIM</strong> <strong>Captura</strong> (4.3) <strong>to</strong> <strong>TRIM</strong><br />
<strong>Context</strong>.<br />
Document Management technology systems are one of the most complicated<br />
systems in terms of its dataset.<br />
A dataset is the set of data that makes up your <strong>TRIM</strong> system. Depending on<br />
configuration and licensing options, your dataset may consist of up <strong>to</strong> three different,<br />
but very closely related, collections of data.<br />
The division of <strong>TRIM</strong> data in three spheres is maintained in the new <strong>TRIM</strong> <strong>Context</strong><br />
architecture. These are:<br />
• RDBMS - The Relational Database containing your document and record<br />
metadata.<br />
The design of the RDBMS structures for metadata has evolved significantly<br />
from <strong>TRIM</strong> <strong>Captura</strong> <strong>to</strong> <strong>TRIM</strong> <strong>Context</strong>, extending existing capabilities, and<br />
introducing support for the many new features and modules of the latter<br />
product.<br />
As such, existing <strong>TRIM</strong> <strong>Captura</strong> metadata must undergo an upgrade process <strong>to</strong><br />
enable its use in a <strong>TRIM</strong> <strong>Context</strong> environment.<br />
A wizard is included as part of the <strong>TRIM</strong> Enterprise Manager <strong>to</strong>ol <strong>to</strong> perform this<br />
upgrade, providing a fully au<strong>to</strong>mated method with many management options.<br />
Not all RDBMS versions that were supported in <strong>TRIM</strong> <strong>Captura</strong> are still supported<br />
in <strong>TRIM</strong> <strong>Context</strong> and you need <strong>to</strong> assess the work and cost involved in a<br />
possible change <strong>to</strong> another database system or version.<br />
Planning for a move <strong>to</strong> <strong>TRIM</strong> <strong>Context</strong> must include provision for testing this<br />
metadata upgrade before proceeding with a “production” change. The varied<br />
nature of a given environment – hardware, software, networks, size of data,<br />
etc. – means that testing is vital <strong>to</strong> highlight any possible problems.<br />
• Electronic Document S<strong>to</strong>res - The Electronic Document S<strong>to</strong>res with their<br />
individual documents remains the same and does not require any upgrading<br />
other than the decision that may be made <strong>to</strong> change from an FTP s<strong>to</strong>re <strong>to</strong> a<br />
direc<strong>to</strong>ry s<strong>to</strong>re, based on the new security provided by the multi-tier<br />
architecture.<br />
• Document Content Indexes - The content of documents are not indexed<br />
during the conversion process and will need <strong>to</strong> be re-indexed after the<br />
conversion process is completed.<br />
The conversion functionality from <strong>TRIM</strong> <strong>Captura</strong> <strong>to</strong> <strong>TRIM</strong> <strong>Context</strong> includes the<br />
upgrade <strong>to</strong> the latest Document Content Indexing engine.<br />
TOWER Software recognizes that the additional work and processing load of reindexing<br />
the documents would be an added distraction <strong>to</strong> the task of converting<br />
from <strong>TRIM</strong> <strong>Captura</strong> <strong>to</strong> <strong>TRIM</strong> <strong>Context</strong>. Therefore this task can be performed<br />
using <strong>TRIM</strong> Enterprise Manager at your leisure after the conversion date.