Implementation plan

Process overview

1. Go through the check list below and get an idea on what else than sending a 6.0 backup needs to be done
2. Get a full backup and configuration details from the country
3. Clean-up your dataset and collect all data
4. Upgrade your dataset to 6.0
5. Uninstall ArcEngine 9.3.1, IMSMA^NG and IMSMA RE 5.08.04
6. Install IMSMA^NG and IMSMA RE 6.0
7. Restore dataset and redo all configurations
8. Refresher training for end-users
9. Plan the next activities

Check with the countries

• Do they use import scripts

All scripts needs to be reviewed and adapted to PostgreSQL/V6.0, see Script changes 6.0;

Manual update of the column position in table cdfvalue need to be added.

• Do they import geodata Excel or shp
  Do their templates and/or procedure work with V6.0 and ArcGIS 10.1?

• Do they have Saved searches that are malfunctioning in 5.0.4 or are using SQL criteria?

There are many database changes between previous versions and V6.0 and therefore existing saved searches might need to be updated.

The new saved searches might need to be adapted to the country's terms and process.

• Will Data entry templates need a review?

There are many database changes between previous versions and V6.0 and therefore existing templates might need to be updated. In the Using IMSMA portal, Viewing and Browsing, Items Pane there are lists with the new fields added in the upgrade.

• Summary templates

The 5.08.04 summary templates that the countries had developed get status Archived during the upgrade process. The 5.08.04 summary templates may contain fields that do not exist anymore and therefore it is "safer" to customize the new standard summary templates by e.g. add CDFs to them than to adjust the 5.08.04 summary templates to 6.0.

• iReports

Please note when you upgrade an existing database existing iReports will not automatically be upgraded. The required changes are documented on the Upgrade iReports to 6.0 page.

• SQL views

The SQL views needs to be redone in PostgreSQL and may be redone from scratch or by editing view.sql (output from the extracting step).

• Do they have data stored in CDFs that there are standard fields for in V6.0?

If yes, is there performance or other gains by moving the data to standard fields?

If yes, the source and target fields need to be mapped. There is a template Excel file for that.

• Users and permissions

Are there any users that should be inactivated?

Does existing users have appropriate permissions?

• Have the country imported all maXML and mdml files to the workbench?

maXML files created by 5.0.4 are not possible to import in 6.0 and the mdml format is discontinued

Full backup and configuration details

With the IMSMA^NG backup functionality you get:

• Database
• maps (easier if you may get background.mxd and files)
• geodatabase
• iReports (as files)
• form templates (as files)
• translations
• attachments

Verify that you can restore the backup!

You need also secure other files:

• IMSMA.mxd (if customized)
• Source map files
• local projection files
• C:\IMSMAng\migration\conf\migration.properties and any import scripts
• Fallback fonts (IMSMAng\jre1.6.0_01\lib\fonts\fallback)
• External tools
• ODBC configurations

You need to take notes on client and server settings including memory settings.

Clean-up your dataset and collect all data

There might be more country specific to do than what is mentioned in Data quality checks before upgrading to V6.0. All mdml and xml files must be imported (at least to the workbench) because the support for mdml is ended and xml files created with 5.08.04 will not be possible to import into a V6.0 database.

Upgrade your dataset to 6.0

This is described in details in Upgrade from 5.08.04 to 6.0 process

Uninstall ArcEngine 9.3.1, IMSMA^NG and IMSMA RE 5.08.04

This needs to be done on all computers in the country during a short time period since all installations in the country needs to be on the same version. After uninstallation the IMSMANG and IMSMARE folders should be deleted, refer to Uninstall IMSMANG and related applications and Uninstalling IMSMA RE for detailed instruction on how to uninstall. It is also good practice to restart the computer.

If the country is also upgrading to ArcGIS Desktop 10.1 they could uninstall older versions now too.

Install IMSMA^NG and IMSMA RE 6.0

Refer to install IMSMA^NG V6.0 and installing IMSMA RE.

It is important that the ArcEngine license is registred before restoring the database.

Restore dataset and redo all configurations

The database should be restored at the NMAA and verify Check with the countries with the country. The client and server configuration might need to be adjusted. The NMAA needs to distribute the full backup to all local installations and give country specific instructions e.g. local projection files.

Refresher training for end-users

The NMAA needs to conduct refresher training for end-users. It is recommended to have different groups e.g. data entry personnel and management do not need the same training

Plan the next activities

• Run the new Saved searches

Discuss the outcome with the countries and if necessary make a plan on how to correct the errors/low data quality.

• Staging area

Could the country benefit from starting using the staging area for e.g. GIS analysis and map production?

• MINT
• Process mapping

are all processes supported and entered into IMSMA? It is quite common that Cancellation and the NTS survey itself are not entered.

• Country Structure ID

Country Structures get updated e.g. districts are merged or towns changes names. If the Country Structure ID is set to the Pcode or another identifier used in the country future updates of the Country Structure would be greatly facilitated.

• Has all data been included into the IMSMA^NG database?

Many countries still have historical data in different operators' databases

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