Step 4: Action list

At this point, make an action list for your specific environment. List application components that you know will require attention, or that you want to check before or after the upgrade.

Below is a checklist of known problems and workarounds, or issues that are known to require attention in some environments. Please go through this checklist. Add items to your action list that apply to your situation.

Carry out the actions on the action list before or after this Step 4, as appropriate.

If you have produced data export files in a USoft tool for purposes such as backup or test initialisation, these files are not automatically guaranteed to be importable into USoft 9.1. This is particularly true of the older formats:

•.TDF files made with USoft Benchmark

•.EXP object shopping files made using Export Definitions in USoft Teamwork

but also applies to XML formats:

•.XML files made by calling XML.EXPORT

•.XML object shopping files made using Export Definitions in USoft Teamwork.

If the data contained in these files resides in the repository, make sure that you re-create the files as part of the upgrade effort. If the data resides only in the external files, you need to convert the files to USoft 9.1:

1.	Using the USoft version you are upgrading FROM, create an empty account.

2.	Import the file(s) into this account.

3.	Run the upgrade procedure on this account.

4.	Re-export the file(s).

If you have Teamwork Object Shopping export files (.EXP) that you re-use on a regular basis, you should be aware that USoft 9.1 now only support the XML format.

The .XML format also minor improvements in the inclusion mechanism compared to the old .EXP format. The inclusion mechanism determines, on the basis of the elements in an Export Definition, exactly which objects are exported to file. For details, open the USoft 9 Additional Notes (available from the Start menu) and read the notes marked with OBJECT SHOPPING.

To upgrade your Teamwork export files from .EXP to .XML:

If the data resides in the repository:

1.	Upgrade to USoft 9.1.

2.	Produce an .XML version of the file. Choose Teamwork, Object Shopping, Definitions from the USoft Definer menu. Retrieve the corresponding Export Definition in USoft Teamwork, enter a filename and press OK.

3.	In the file system, check that the new file is correctly produced, and remove the old .EXP file.

If the data resides only in the external file:

1.	Using the USoft version you are upgrading FROM, create an empty account.

2.	Import the file(s) into this account. Choose Teamwork, Object Shopping, Analyze and Import, and follow the instructions in the wizard.

3.	Run the upgrade procedure on this account.

4.	Produce an .XML version of the file. Choose Teamwork, Object Shopping, Definitions from the USoft Definer menu. Retrieve the corresponding Export Definition in USoft Teamwork, enter a filename and press OK.

5.	In the file system, check that the new file is correctly produced, and remove the old .EXP file.