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- Upgrade the applications from a version earlier than 9.60
- Process of a major upgrade
- Upgrade the applications
- Applications major upgrade overview
- Planning an upgrade
- Upgrade tasks on the development environment
- Upgrade tasks on the test environment
- Upgrade tasks on the production environment
- Appendix A: Additional manual migration tasks on Service Manager 9.60 Hybrid
- Appendix B: Data migration
- Appendix C: Run the SQL compare utility
- Appendix D: Troubleshooting
- Appendix E: Mapping between legacy security profiles and current PD security roles
Appendix A: Additional manual migration tasks on Service Manager 9.60 Hybrid
After you have run the SM9.60 Applications Upgrade Utility to migrate your system to Service Manager Hybrid, you must complete a number of manual configuration tasks. Some tasks are optional, depending on how you want to configure your Service Manager Hybrid system.
Mandatory manual migration tasks
Review the migrated validity records
Review the category-based alerts migration
Review Change Management processes
Revert to status-based SLM for Change Tasks
Review the "form edit" condition in workflow phases
Replace the environmental variables
Optional manual migration tasks
Configure the Change Management module to use the new Task Planner
Upgrade to the Process Designer related record subform
Use the Process Designer workflow viewer in your forms
Migrate the solution matching configuration from security profiles to security settings
Update reports to use Process Designer-based category tables
Make the Category field in the Interaction form read-only
Revert to using the "escalate to Change" wizard
Remove the button in the Incident form that cancels the Interaction escalation process
Migrate any customization of the knownerror table
Remove the legacy Request Management dashboard and report definitions
Enable legacy Request Management and Process Designer-based Request Fulfillment to run in parallel