Upgrade Shortcut: Upgrading to CLM 2011 the Easy Way

Now that people are in the thick of upgrading their CLM-based products (RTC, RQM, RTC) to 2011, I’m often asked what the best way is to understand and execute the complex upgrade. I tell them to read the Upgrade Rules, look through the FAQ, generate customized upgrade steps using the Interactive Upgrade Guide, and definitely do the Upgrade Workshop. I also point at a few Jazz.net articles that might relate to their particular upgrade scenario. That amounts to 1-2 days of preparation. Then the actual upgrade planning begins (you better not upgrade without a good plan).

Then I’m asked “OK, so what’s the shortcut?”

That is the shortcut.

No, really. That IS the shortcut. If you try to take a shorter shortcut you’ll end up like Homer Simpson when he said “Alright, we’re here. Let us never speak of the shortcut again.

The long way of learning how to upgrade is the way I did it: Spend a couple of months testing upgrade scenarios without documentation. You don’t want to do that.

So instead spend a couple of days understanding the upgrade. Let the Upgrade Workshop take you by the hand and lead you through an upgrade scenario. It won’t be exactly like your scenario, but you’ll learn a lot about what’s involved in upgrading, and you’ll get great insight into general CLM product administration. You can compare the customized upgrade steps you generated to the Workshop and make notes and observations.

Read. Everything. Carefully. Yes, I know you’ve done this kind of thing before. And you’re a hot-shot technical expert. You get it, you can connect the dots on your own. I understand all that when I say “Read everything carefully.” Don’t take things for granted or you will step into a bear trap. The upgrade has many steps and many constraints. The workshop and installation steps help point a lot of those out.

The people who get into trouble aren’t the ones who aren’t technical superstars. The folks who get into trouble are the ones who haven’t read the line before and the line after the instruction they’re executing right now. I’m not being metaphorical here. I have had to help people get out of trouble by telling them to do what the line before the instruction they’re on told them to do. These are good technical people who tried to take the Homer shortcut, and now we must never speak of it again.

The people who fail when upgrading are the ones who take the “shortcut” of upgrading without understanding what’s involved first.

So do yourself a favor and take the recommended shortcut. If you don’t take my shortcut, then (as they say in Maine) “You can’t get there from here.”

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