Migrating from Workflow 8.0
Important: You do not need to manually migrate from Workflow 8.3 to Workflow 9. More information.
You can continue to use your Workflow 8.0 workflows in Workflow 10 by migrating your workflows. The Workflow Migration Utility will guide you through the migration process and will convert the activities and rules in your 8.0 workflows to their 9 equivalents.
Note: To use the Workflow Migration Utility, you must install it on the same machine as your Workflow 8.0 Server.
Note: To successfully migrate your monitored repositories, you must run the Workflow Migration Utility instead of configuring the repositories in Workflow 9.
Installing the Migration Utility
- If you plan to run your Workflow 10 Server on the same machine as your currently running Workflow 8.0 Server, you can run the Migration Utility as part of the installation and configuration process. After finishing a complete installation of Workflow, configure the Workflow Server and Subscriber, and then run the Migration Utility. To avoid disrupting any running 8.0 workflows, do not configure any monitored repositories until after you have run the Migration Utility.
- If you plan to run your Workflow Server on a different machine than your current Workflow 8.0 Server, you can install the Migration Utility on your current Workflow 8.0 Server without also installing Workflow 9.1 on that machine. To install the Migration Utility without installing Workflow:
- Insert the Laserfiche Workflow Installation CD into your computer. A menu displaying installation options should appear. If it does not appear, double-click Autorun.exe from the root folder of the Laserfiche Workflow Installation CD. Alternatively, if you downloaded Workflow from the Laserfiche Support Site, double-click Autorun.exe.
- Select Install Laserfiche Workflow.
- In the installation wizard's Welcome step, click Next.
- In the End -User License Agreement step, read the terms of the license agreement. If you agree, select I accept the terms in the license agreement and click Next.
- In the Choose Setup Type step, select Custom and click Next.
- In the Custom Setup step, select Workflow Migration Utility.
- In the Ready to Install step, select Create desktop shortcut to place a shortcut to the Migration Utility on your desktop.
- Click Install.
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On the Prerequisites step, ensure that the listed components are installed. Workflow will automatically install .NET Framework if it is not already installed. Learn more about installing IIS Components and Microsoft Message Queuing. Click Run.
- A green check will appear next to installed items and a red X will appear next to items that have not been installed.
- If one or more of the items on the list has a red X next to it, install that item now and click Retry. Alternatively, select Bypass Prerequisites and click Next.
- If all the items installed successfully, click Next.
- The Installing Laserfiche Workflow 9 step will show you the progress of your Workflow installation.
- If the Product Enrichment Program has not already been configured on this computer, you may be prompted to participate in the program at this point. More information.
- At the end of the installation, select if you want to open the Readme file.
- Click Finish.
Note: If you are installing other Workflow components in addition to the Migration Utility, follow the custom installation instructions from this point on.
Important: Bypassing prerequisites may prevent Workflow from functioning correctly and is not recommended.
To use the Migration Utility
- To open the utility, go to Windows Start, All Programs, Laserfiche, Workflow, and Workflow Migration Utility.
- Read through this page and the links below so that you can properly plan and run your migration.
- Complete the Migration Planning steps.
- Migrate your workflows.
- You can migrate custom activities from Workflow 8.0 to Workflow 9.0 using the Activity Migration Map node of the Workflow Administration Console.