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3 Migration Scenarios

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Team Migration Scenarios

Team all connected to Internet

  • Every team member or consultant:

    • Open Paratext 7

      • Do Send/Receive.

      • Stop working in Paratext 7

      • Locate Paratext 7 registration code (Tools | Registration Information)

    • Download and install Paratext 8.

    • Go to registry.paratext.org and register using Paratext 7 registration code.

    • Receive new code by email. (Can be instant if there are no issues)

    • Start Paratext 8 and enter new code. (It should be automatically entered if you choose copy from website)

    • Choose and install resource texts from the File menu.

  • Administrator

    • Open Paratext 7

      • Do final Send/Receive in Paratext 7 and verify that each team member is listed in the S/R results.

      • Mark a point in the project history for Paratext 7: i.e. “Migration to 8”

      • Close Paratext 7

    • Open Paratext 8

      • In File | Send/Receive Projects select the Paratext 7 project(s) to be migrated and initiate migration (step 1).

        • NOTE: This process is only done for “Standard Projects”. Derived projects (like a back translation) will be migrated with the standard project.

        • Supply information about project on the Paratext registry site when sent there from Paratext migration.

        • Return to Paratext 8.

      • Complete migration (step 2) by checking boxes and doing migration.

        • NOTE: Paratext will not complete the migration if there are changes that have not been sent from Paratext 7.

      • Open Users, Roles, and Permissions and verify that the proper users are assigned to the project.

      • Attach and configure the Project Plan, assigning the first tasks to team members.

      • Do a Send/Receive in Paratext 8

    • In Paratext 7

      • Open team project

      • Open Project Properties and Settings | Advance tab

      • Uncheck the box for Editing enabled.

      • Do Send/Receive one last time on 7 with the team to prevent the project from being accidentally edited in Paratext 7.

  • Team Members

    • Do one last Send/Receive in Paratext 7 to disable editing

    • Do Send/Receive in Paratext 8 to get the new project on all computers (from within PT8)

    • Receive training on how to follow the Project Plan (if configured).

    • Begin working in Paratext 8

++++++++++++++++++++++

Team offline scenario - an administrator on site

  • Every team member

    • Open Paratext 7

      • Stop editing in Paratext 7

      • Do send/receive to a flash/thumb/pen drive with all team members on location for all shared projects.

      • Locate Paratext 7 registration code (Tools | Registration Information) for administrator

      • Close Paratext 7

  • Administrator (while on site)

    • Open Paratext 7

      • Do send/receive to get all changes from team.

      • Note down Paratext 7 registration code for each team member

  • Administrator (connects to Internet, traveling to another location if necessary)

    • Download and install Paratext 8

    • Register for Paratext 8 with Paratext 7 registration code

    • Register each team member for Paratext 8 with their old Paratext codes (must have these in advance) and generate new registration codes on the project page of the registration site (this functionality will soon be available)

    • In Paratext 7

      • Do a final send/receive in Paratext 7 to Internet

      • Mark a point in the project history for Paratext 7: i.e. “Migration to 8”

      • Close Paratext 7

    • Open Paratext 8

      • In File | Send/Receive Projects select the Paratext 7 project(s) to be migrated and Initiate migration (step 1).

        • NOTE: This process is only done for “Standard Projects”. Derived projects (like a back translation) will be migrated with the standard project.

        • Supply information about project on the Paratext registry site when sent there from Paratext migration.

        • Return to Paratext 8.

      • Complete migration (step 2) by checking boxes and doing migration.

        • NOTE: Paratext will not complete the migration if there are changes that have not been sent from Paratext 7.

      • Open Users, Roles, and Permissions and verify that the proper users are assigned to the project.

      • Attach and configure the Project Plan, assigning the first tasks to team members.

      • Do a Send/Receive to the Internet

      • Do a Send/Receive to the USB so that the team can receive the project(s)

      • Close Paratext 8

    • Save resource texts and Paratext 8 offline installer to USB

      • Download all needed resource texts using File | Install Resources

      • Copy the .p8z files from \My Paratext 8 Projects\_Resources
        to a flash drive.

      • Download Paratext 8 Offline installer to the flash drive.

    • In Paratext 7

      • Open team project

      • Open Project Properties and Settings | Advance tab

      • Uncheck the box for Editing enabled.

      • Do Send/Receive one last time on 7 with the team to prevent the project from being accidentally edited in Paratext 7.

    • Return to team

  • Team

    • Open Paratext 7

      • Do one last Send/Receive in Paratext 7 to disable editing

      • Close Paratext 7

    • Install Paratext 8 from flash drive with registration codes provided by the administrator.

    • Open Paratext 8

      • Install Paratext 8 resource texts from flash drive.

      • Do Send/Receive with flash drive to receive the new project(s).

      • Receive training on Assignments and Tasks in the Project Plan.

      • Begin working in Paratext 8

Team offline scenario - no administrator on site

  • Administrator (well in advance)

    • Download and install Paratext 8

    • Register for Paratext 8 with Paratext 7 registration code

    • Register each team member for Paratext 8 with their old Paratext codes (must have these in advance) and generate new registration codes on the project page of the registration site (this functionality will soon be available)

    • Initiate migration of project (step 1) in Paratext 8 via Send/Receive.

      • In File | Send/Receive Projects select the Paratext 7 project(s) to be migrated and initiate migration (step 1).

        • NOTE: This process is only done for “Standard Projects”. Derived projects (like a back translation) will be migrated with the standard project.

        • Supply information about project on the Paratext registry site when sent there from Paratext migration.

      • Return to Paratext -- Do Not Do Migration step 2 yet.

    • Install the needed resource texts

    • Prepare a flash drive with the Paratext 8 installation files, resource texts and new Paratext 8 codes.

    • Send flash/usb/thumb/pen drive to the team

  • Team

    • Install Paratext 8 using supplied registration codes

    • Install Paratext 8 resource texts

    • If successful, communicate this to the administrator

  • Administrator

    • Tell the team to proceed with the upgrade

  • Team

    • All do final send/receive on Paratext 7 via flash drive or local server, stop working in PT7

    • Send data

      • send thumbdrive to project administrator

      • send someone to connect to Internet for send/receive

  • Administrator

    • Open Paratext 7

      • Mark a point in the project history for Paratext 7: i.e. “Migration to 8”

      • Do send/receive

        • with flash drive

        • with Internet to merge team data in PT7.

      • Close Paratext 7

    • Open Partext 8

      • Do project migration (step 2)

      • Do send/receive in PT8 to Internet, then flash drive

      • Close Paratext 8

    • Open Paratext 7

      • Open team project

      • Open Project Properties and Settings | Advance tab

      • Uncheck the box for Editing enabled.

      • Do Send/Receive one last time on 7 with the team to prevent the project from being accidentally edited in Paratext 7.

      • Close Paratext 7

    • Send flash drive to team

  • Team

    • Open Paratext 7

      • Do one last Send/Receive in Paratext 7 to disable editing

      • Close Paratext 7

    • Open Paratext 8

      • Do Send/Receive with flash drive to receive the new project(s).

      • Begin working in Paratext 8

Contributors to this page: matthew_lee .
Page last modified on Tuesday April 18, 2017 07:23:30 ICT by matthew_lee.

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